This article explains the use of Total (qualified) Base in data analysis, covering single axis, crosstab, and filtered analyses. It details how percentages are calculated based on the base, with examples of down (column) and across (row) percentages. The base is the denominator for percentage and average calculations, and filters can narrow focus within samples. Users can modify views to see bases and flip percentage directions.
In this article
- Totals and Bases
- Single axis analysis with Total (qualified) Base
- Cross tab analysis with Total (qualified) Base
- Analysis with a filter and Total Base
1. Totals and Bases
In an analysis, the base refers to the specific group of records being used to calculate a result. For instance, for the result "50% of all respondents are male", the base is all respondents. For "50% of females are under 30", the base is females.
The base is used when calculating percentages, and if values are being reported, it is also used to calculate the average.
Harmoni has a lot of flexibility to define the base for a result. In most instances, the base used for calculations is the same as the Total TypeLearn more about Total Type selected. The default setting is Total (qualified) with the percentage direction down. However, if the Total (qualified) is not what you want, a different Total Type can be set and/or different bases can be applied using apply baseLearn more about how to apply a base in the project tree. in the project design.
- Information on the base used is available at the top of the analysis in the interactive title, where "% based on" identifies the direction of the percentage calculation.
- The base identifies the value used as the denominator of percentage calculations.
- The base identifies the value used as the count for average calculations.
- To see the base The number the count is divided by, when calculating a percentage. of each cell in the analysis select B from the modify menu.
- The available base options vary depending on the content of the analysis.
In most instances, the base used for calculations is the same as the Total Type option selected.
2. Single Axis Analysis with Total (qualified) Base
When analyzing a single standard axis that has no other bases specifically applied, the percentages and average calculations are based on the Total (qualified) optionLearn more about Total Options. selected.
- Drag an axis into the analysis area
- Open the Modify menu
- Switch to Add and from the More options, add the Weighted Base (B) to see each cell's base
- The base value is the same as the total count
| Scenario | total | base | Percentages Calculation | What does this mean? |
|---|---|---|---|---|
| Single Axis | Total (qualified)=2,600 | 2,600* The base is the same as the total. | Gender percentages based on Total |
48% of all respondents across all sources who gave a response are males. 1,256/2,600=48% |
3. Crosstab Analysis with Total (qualified) Base
In an analysis with at least one variable down and one across, the default is column-based percentages.
Percentages can be interpreted as:
x% of those in the base item are the intersection item.
You can change the direction of the percentage base calculation by clicking the flip percentage base icon in the interactive title. This changes what variable the percentages are based on.
In this example, Overall Satisfaction-Top 2 box is in the down dimension with Gender across. The default setting displays Overall Satisfaction percentages based on Gender. Flipping the percentage base changes the analysis to Gender percentages based on Overall Satisfaction.
- Overall Satisfaction-Top 2 is down and Gender is across
- Percentages are column based and are based on Gender
- Change to row-based percentages by clicking the flip percentage base icon
- Percentages are now based on Gender
Down Percentages
Down Percentages (column-based percentages) calculate the percentage that each cell represents as a proportion of the total for each column in the table. The base for down percentages is the value in the Total row at the top of the table.
X% of those in the base item are down dimension item.
Here we show two examples using Total base and Total (qualified) base.
Total Base: All respondents
- Base definition: Overall Satisfaction percentages based on Gender
- 27% of Females are Top 2 in Overall Satisfaction
Total (qualified) Base: All respondents, excluding missing items, i.e., All Respondents who answered the question.
- Base definition: Overall Satisfaction percentages based on Gender
- 83% of Females are Top 2 in Overall Satisfaction
- Overall Satisfaction percentages based on Gender using Total Base
- Percentages are based on each gender across all respondents
- Change the TYPE to Total (qualified) to exclude missing values
Across Percentages
Across Percentages (row-based percentages) calculate the percentages that each item represents as a proportion of the total for each row in the table. The base for across percentages is the value in the Total column to the left of the table.
X% of those in the base item are across dimension item.
Here we show the Total (qualified) Base. All Respondents, excluding missing items
- Base definition: Gender percentages based on Overall Satisfaction
- 57% of those in the Top 2 of Overall Satisfaction are Female.
To change to across percentages, use the interactive title. Click on percentages based on, and select the relevant metric from the drop down menu (i.e. your down dimension in a cross tab).
- Overall Satisfaction percentages based on Gender using Total (qualified) Base
- Flip the percentage base by clicking the icon
- Gender percentages are based on Top 2 Satisfaction
| Scenario | total | base | Percentages Calculation | What does this mean? |
|---|---|---|---|---|
|
Down Percentages |
Total (qualified) Female =440 | 440* The base is the same as the total. |
Overall Satisfaction percentages based on Gender |
76% of Females who gave a response are in the Top 2 of Overall Satisfaction. Top 2 = 365/440= 83% |
|
Across Percentages |
Total (qualified) Top 2 =639 |
639* The base is the same as the total. | Gender percentages based on Overall Satisfaction |
49% of those in the Top 2 of Overall Satisfaction are Females. Top 2 = 365/639= 57% |
4. Analysis with a Filter and Total (qualified) Base
When you want to focus on a specific group within your sample, apply a filter using the analysis drop zonesLearn more about analysis drop zones.
- The filter selected applies to the entire analysis, i.e. the Total (qualified) counts (numerator) and the base (denominator).
- Information on the filter being applied is displayed at the top of the analysis.
X% of those in the base item and filter item are down dimension item.
- Base definition: Overall Satisfaction percentages based on Gender
- 81% of female independent travelers are in the Top 2 of Overall Satisfaction.
| Scenario | total | base | Percentages Calculation | What does this mean? |
|---|---|---|---|---|
|
Down Percentages with a filter (Traveler Type: Independent Traveler) |
Total (qualified) Female=284 | 284* The base is the same as the total. | Overall Satisfaction percentages based on Gender |
81% of female independent travelers who gave a response are in the Top 2 of Overall Satisfaction. Top 2 = 230/284= 81% |
Where to from here?
Learn more about Bases: