Sometimes you may need to hide certain axes or elements that are not relevant to a global filter category. Showing only what's needed, and hiding what's not, makes analyzing data easier for users.
In this article
1. Hide an Axis when applying Global Filters
It can be beneficial to hide an axis that is unrelated to a global filter category or if it might lead to confusion. Here are a few examples of when you might consider hiding an axis:
- When filtering data by a specific company, you might encounter unrelated questions linked to other companies within the project tree. By hiding these questions, you ensure the analysis remains focused on the relevant company.
- If a global region axis is used in an analysis table, but the data is filtered on one market from that region, you'll only be seeing the data for that market in the table, despite the label saying 'global region'. For example, you don't want to display the label 'Asia-Pacific', and be showing the results for Australia. Hiding the region axis when filtering on one market improves clarity and accuracy.
To hide an axis or elements, first modify the project tree, then update the global filters spreadsheet.
There are two main steps to hide an axis for a global filter category. We'll use the example of hiding the Global Region axis when a market is selected in the global filter.
Step 1: Add a new, hidden Element to the Global Filter Category axis
- In your Harmoni project, switch off global filters and turn on edit mode.
- In the project tree, select the axis that is used as the global filter category. In this example, Top 5 Markets is the global filter.
- Add a new element called 'Not Used' into the axis. (You can use any name that makes sense for the hidden element.)
- Define the element; you can use any definition as this element is not displayed and the data is not used.
- Hide the new element.
- Select the axis and add a new element
- Label it as Not Used
- Define the element and apply expression
- Hide the element
Step 2: Update the Global Filter Spreadsheet
What do you want to hide? |
What elements will you filter by? |
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Once your spreadsheet is ready, upload it to your site and use the global filter.
Learn more about uploading the global filter spreadsheet.
When you select a Top 5 Markets option in the global filter, e.g. Australia, the Global Region axis is hidden in the project tree. This is because we've added an exception to the spreadsheet that means the Global Region axis only shows when Not Used is selected. But, because Not Used is hidden from the global filter menu, it is not possible to select it.
- With no global filter selected, the Global Region axis is available
- Once a filter is selected, the Global Region axis is hidden
If there is more than one global filter category in the menu, when an option is selected in a different category, Global Region will show because the exception only relates the the Top 5 Markets category.
2. Hide Elements when applying Global Filters
Sometimes, you may have a long list of answers, and you don't want to see all these elements in your project. They may be brands or companies, perhaps with smaller market share, which you are not interested in tracking at this point.
Just like hiding an axis, there are two main steps to hide elements. First, modify the project tree and then update the global filter spreadsheet. We'll use the example of hiding certain brands when a specific market is selected in the global filter.
Step 1: Add a new, hidden Element to the Global Filter Category
- In your Harmoni project, switch off global filters and turn on edit mode.
- In the project tree, select the axis that is used as the global filter category. In this example, Country is the global filter category.
- Add a new element called 'Not Used' into the axis. (You can use any name that makes sense for the hidden element.)
- Define the element; you can use any definition as this element is not displayed and the data is not used. In this example, we will use 'Country.(New Zealand or Australia)'.
- Hide the new element.
- Select the axis and add a new element
- Label it as Not Used
- Define the element and apply expression
- Hide the element
Step 2: Update the Global Filter Spreadsheet
| What do you want to hide? | Which elements do you want to filter by? |
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You may have several global filter categories where you don't need to see these items so add Not Used across multiple categories if you need.
If your project is updated regularly, you may need to add new element labels into the spreadsheet when you don't want these to show in the project. The global filter spreadsheet lists the exceptions, so if it's not listed, it will show.
Once your spreadsheet is ready, upload it to your site and use the global filter.
Learn more about uploading the global filter spreadsheet.
- With no Global Filter selected, the project tree shows all elements
- Select a global filter and the specified brands are hidden
Where to from here?
Learn more about Harmoni:
- Analyzing Data with Global Filters
- Project Design - Classifications
- Project Design - Labels and Harmonization