Creators can create and manage projects and the associated data sources through PROJECTS in the Global Menu Bar. This article provides detailed steps on how to create a new project in Harmoni, allowing your team to build analyses, stories, or dashboards.
In this article
1. Create a New Project (Creator)
To create a project:
- Click the PROJECT menu to access the Projects area
- If there are no projects you can click the New Project icon
- Or, click the CREATE NEW button on the top right
- Name your project and press Enter or click the green tick
- Now you're ready to add the data sources
2. Add or Connect to your Data Source
A data sourceA source is a collection of data that is either in an imported file or in a connected data store. Learn more about Data Sources. is fundamental to everything you do in Harmoni.
After the initial step of naming your Harmoni project, you need to connect to or upload a data source. A Harmoni Project can contain multiple sources.
- Click CONNECT to use a direct connection to access a live data source
- Click UPLOAD to load a data file, e.g., an SPSS file
Learn more about connecting to or uploading a data source.
3. Design your Project
Design is the process of turning raw source data into a project styled for analysis. Common tasks are automated when you load data for the first time. From there, you can interact with the project tree and use the design menu to edit, format and construct all the items required for analysis.
Learn more about Project Design.
Edit Mode
When you first create a project, it automatically loads in edit mode (the pen icon is orange). But when you load the project again, you'll need to click the edit pen to switch on edit mode.
Where to from here?
Learn more about Harmoni Projects: