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• Project Owner
• Creator

In this article

1. Define a new Global Filter Category
   1. Filter the Project Tree and Data
   2. Filter the Data but not the Project Tree
   3. Filter the Project Tree but not the Data

1. Define a new Global Filter Category

Adding a global filter category to the spreadsheet creates a filter category in the drop-down global filter menu you see in the project. You can have many global filter categories in one project. The way you add the exceptions in the spreadsheet, affects how the items display in the project tree and how data is filtered. There are several approaches to define exceptions in the spreadsheet:

1. Filter the project tree and data: Set exceptions at the element or axis level to display only selected elements and and their corresponding results.
2. Filter the data but not the project tree: Add filter categories without defining specific elements and axes to display all elements while filtering data based on the selected element.
3. Filter the project tree but not data: Add a filter category that allows you to display only the selected elements, but does not filter by that element. Instead, percentages are based on the whole axis.

To add new set of Global Filters to your project, update the global filters spreadsheet by:

1. Adding a new column for each Global Filter Category (what you filter by).
2. Entering new rows for new exceptions, e.g., Header, Axis, or Element (what you see in the project).

a. Filter the Project Tree and Data

To filter the project tree and data, you will add a global filter category and add exceptions at the element level. By entering the axis, with all its elements, and the corresponding global filter category definition in the global filter spreadsheet, Harmoni will display the specified element and base the results on the selection.

Example: Show only the selected element and base the results on this element.

Once your spreadsheet is ready, upload it to your site and use the global filter.

Learn more about uploading the global filter spreadsheet.

To check the global filter:

• Drag in the filtering axis and ensure Global Filters are on
• Select a filter option
• Only the matching filter option appears in the table and the project tree
• The element displays 100% indicating the data is filtered by this element.

b. Filter the Data but not the Project Tree

You can created a global filter that bases the results on the selected element, but also allow all the elements to show in the Project tree. To do this, when you add the Global Filter Category to the spreadsheet, you don't need to define any exceptions.

Example: Show all elements but base the results on the selected element.

In the example spreadsheet below, note that there are no exceptions added in columns A, B, or C.

Once your spreadsheet is ready, upload it to your site and use the global filter.

Learn more about uploading the global filter spreadsheet.

To check the global filter:

• Drag in the filtering axis and ensure Global Filters are on
• Select a filter option
• Data are filtered by the filter option
• The remaining elements display in the tree and table, but show zero data

If you don't need to see the elements with no data, use Suppress in the modify menu to remove these elements.

c. Filter the Project Tree but not the Data

There may be instances where you need to filter the project tree elements, but still base the results on all respondents in the axis. There are two main steps to create a global filter like this. 

Step 1: Create a new axis with all the required filter options. This axis will be used as a new global filter category. Each element must include all respondents.

• While this axis may be meaningless for analysis, you should not hide it because it is needed in the Global Filter menu. Give it a clear name or move it to a separate section to avoid confusion. 

Step 2: Add the new global filter category and elements to your spreadsheet, and associate it with the corresponding axis and elements.

Example: Show only one element but still base the results on all respondents in the axis.

Step 1: Create the new global filter category axis with all respondents in each axis.

1. Turn off global filters and switch to edit mode.
2. Create a new axis, including all the same elements as the original axis, in this case, Tour, Package, and Independent. Ensure the axis name differentiates it from the original axis. Keep in mind this is the label users see in the global filter menu.
3. Define the elements to include all respondents. In this case, 'Female or not Female' ensures all respondents are included. This definition can be used for all elements.

• Create a new axis. GF is added to the name to differentiate it
• Define each element to include all respondents

Step 2: Add the new Global Filter category to your spreadsheet.

Here, we will use the newly created axis for the global filter category, and use the existing axis in the exceptions section of the spreadsheet. This way, the project displays the items from the original axis, but filters by the newly created definitions.

We can retain the Global Filter Category in column E, Travel Style (Grouped), as this is a different filter with a different purpose in the drop down menu.

Once your spreadsheet is ready, upload it to your site and use the global filter.

Learn more about uploading the global filter spreadsheet.

To check the global filter:

• Drag in the original Travel Style axis and ensure Global Filters are on
• Select a filter option
• Only the filtered element displays, but the results are based on all respondents

Where to from here?

Learn more about Harmoni:

• Global Filters - Create the Global Filter Spreadsheet
• Analyzing Data with Global Filters
• Global Filters - Reporting and Sharing Stories