To gain greater insight, Harmoni lets you to access the underlying data. Select a data point and drill through to the individual respondent level or record level data. Variables flagged as record view items determine the headers (columns of data) you see in the record view table.
In this article
Record View Table
1. Analysis Drill Through
To use Drill Through, create an analysis and highlight a single data point in the table that you are interested to investigate. Clicking the data point activates the Number menu, and from here, you can select Drill Through.
In the example below, a drill through table is created and you can see the items in the Project tree flagged as record view headers displaying as the columns in the record view table.
- Create an analysis
- Select a data point and click Drill Through
- Items flagged as record view headers define the header in the record view table
- Click the Back to Analysis icon to return to the original analysis
Items flagged by the Project Owner as a Record View, become headers in the record view table.
Drill Through menu
Click Back To Analysis to return to the analysis table.
The Record View table displays each record as a row.
Word Cloud, Split View, Exclude and Filter are record level analysis tools for analyzing open-ended responses.
Selected indicates the item selected to drill through on from the original analysis.
To learn more about analyzing open-ended verbatim responses, please review the Analyzing Verbatims article.
Record View Header
In the project tree, items that are flagged as a Record view header become the headers in the record view table. Hovering over the blue information icon in the project tree displays a pop-up letting you know how the item has been flagged.
The Project Owner flags items as record view and card view items as they design the project. A personalization keyKeys that can be applied at the user, site (all users), or company (all users) level. controls the visibility of the record view and card view flags in the design menu. If a Project Owner cannot see these flags, please contact Support@infotools.com.
What records are included in the Record View table?
When you begin your analysis from one data point in the analysis table, you are automatically filtering the record view table based on that data point. The Selected label at the top of the record view table states which records are included and a filtered by label also states this information. This filter cannot be removed. Any additional filters added can be adjusted.
To begin an analysis with all records, there are two options:
- After dragging an axis in, ensure the Total Type is set to Total, and select a data point from the total row to drill through on. Note that the Selected and filter by labels display the axis name with the word Total included.
- Alternatively, begin the analysis with a verbatim, and then replace it with the items you want to include in the record view table. Verbatims always include all records. Starting the analysis with a verbatim means there is no Selected or filter by label.
When you create a record view table from an analysis, you can go back to the analysis. If you create a record view table by dragging in a verbatim, there is no option to go back to an analysis.
2. Customize the Record View
You can easily refine or adjust the record view table by adding columns or filtering the data to focus your analysis.
Replace/Add Columns
Using the Replace or Add option, you can drag an axis to the Across drop zone and replace or add columns in the analysis. This means you can include items in your record view that have not been flagged as a record view header.
In the example below, Travel Style (Grouped) is replaced by Travel Profile, and Age (Grouped) is added in between Gender and Travel Profile.
Learn more about using Replace and Add.
- You can drag verbatims and measures to a record view analysis.
- After dragging a verbatim in, remember to remove the blanks by using the drop-down arrow.
- To hide a column, select the column and click HIDE from the Selection menu.
Filtering
There are three options for filtering a record view table. You can...
Filter by elements
You can filter the columns by using the options in the header at the top of each column. Click the drop-down arrow to select and filter by the elements. Use the tick boxes to select or deselect elements in the list, or use Deselect all and Select all. Alternatively, you can type into the search bar to narrow down the list of elements.
- Using the drop-down arrows, select the elements to filter by
- Use the search option to narrow the list of elements
When choosing filters from long element lists, to select items quickly, first Deselect All, then search for the items you want and click Select All.
Filter drop zone
You can also filter by dragging a standard axis to the filter drop zone. An additional filter label appears in the title when you drag items to the filter drop zone. Click the filter title to switch between the filtering elements.
For example, drag an axis to the filter drop zone, in this case Expectations NZ Trip, to see the results based on the different elements. You can access the filtering elements via the filter label.
- Drag an axis to the filter drop zone
- Modify the filter by clicking the filter label to access the element list
To learn more about interacting with filters in the filter drop zone, review the Filter your Analysis article.
Filter by text/value (Verbatims and Measures)
When you have verbatims or measures included in the record view analysis, you can use the search bar at the top of the column to search by text (verbatims) or values (measures). Type in a word or a number to filter the table.
When you export the filtered table, the export does not list the text or value entered for filtering.
- Add a measure to the record view
- In the new column header, type the value in the search bar and press enter to filter
- Add a verbatim to the record view
- Type a word in the search bar and press enter
3. Export the Record View Table to SPSS
You can export your record view table to an SPSS file. If you require this option, contact Support@infotools.com to have the personalization key enabled. This allows you to see the Export to SPSS option when you create a record view table.
After creating a record view table, using either drill through or dragging in a verbatim, you can click the SPSS button at the top right of the Harmoni screen, alongside the export to Excel and PowerPoint options. The file is zipped up and exported to your downloads folder.
- After creating a record view table, click the Export to SPSS button
- The SPSS file is exported zipped up
- Open the file in SPSS
Where to from here?
Learn more about Harmoni Analysis.