In this article

1. ADMIN - Files
   • Upload a file
   • Download or Delete file
2. Colour files
   • Colors
   • Named colors
3. CSS File
4. Excluded Words File
5. Global Filter
6. Global Language
7. Media Metadata
8. PowerPoint Template

1. ADMIN - Files

Harmoni users can customize their analysis or visualizations, but these settings are only available during the session or when saved into a story. To set default options for the entire site in Harmoni, Admin users can go to ADMIN - Files area and access the different tabs to upload files and manage specific settings in a site.

• Set colors for the site - XML file
• Set custom styling for the site - CSS file
• Exclude words from word clouds - XML file
• Upload the Global Filter file - Excel file
• Upload the Global Language file- Excel file
• Upload the Media assets sheet - Excel file
• Upload multiple PowerPoint templates - PPT file

 

You can make many changes at the project level through the project tile, which is efficient for targeting specific projects rather than the entire site.

 

Upload a File

On the left side, you can choose an area to upload your files to. The selected area will be highlighted in orange text, and each area shows the type of file expected. Click UPLOAD and select your file to upload.

 

Download or Delete file

When you hover over the file name, you have option to download or delete it.

 

These files help maintain consistency for all users across the site. Removing these files will impact all users.

 

• From the ADMIN menu, go to Files
• Choose file area to upload to; selected areas display with orange text
• Click UPLOAD and select the file you want to add
• Once uploaded, you can download or delete the file as needed

 

2. Colour Files

In the Files > Colour section, admin can upload the XML files to set default chart colors or for specific labels using named colors file.

• Colors (Colour.xml) define the site's default color scheme, so all charts share the same palette based on order of the elements.
• Named colours (NamedColour.xml) assign specific colors to element labels, for example to keep brand colors consistent across charts.

 

Colors

Colors specify the default colors to apply to the first x items in a chart.

• You need to create an XML file (Colour.xml). 
• If you are already using a Named Color file, use different colors. 

The example below shows an extract of specific colors to use as defaults for the site.

<?xml version="1.0" encoding="utf-8" standalone="yes"?> <Root xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">  <Row>    <ColourID>0</ColourID>    <ColourLabel>Green</ColourLabel>    <HexColourCode>#00CC71</HexColourCode>  </Row>  <Row>    <ColourID>1</ColourID>    <ColourLabel>Blue</ColourLabel>    <HexColourCode>#53B2E3</HexColourCode>  </Row>  <Row>    <ColourID>2</ColourID>    <ColourLabel>Peach</ColourLabel>    <HexColourCode>#F5875C</HexColourCode>  </Row> </Root>

 

Named Colors

Named colors specify the colors for specific element labels.

• You need to create an XML file (NamedColour.xml). 
• For each item, you need to specify the Hex Color Code.
• Items not explicitly named will cycle through either default Harmoni application colors, or if a Colour file exists, it will cycle through these colors.

This example below uses specific colors for the Male and Female elements in the XML file (NameColour.xml):

<?xml version="1.0" encoding="utf-8"?> <dataroot>  <NamedColour>    <ColorLabel />    <HexColourCode>#0099FF</HexColourCode>    <ElementName>Male</ElementName>  </NamedColour>  <NamedColour>    <ColorLabel />    <HexColourCode>#FF7B78</HexColourCode>    <ElementName>Female</ElementName>  </NamedColour> </dataroot>

Learn more about Change Default Chart Colors or you can download example files for reference below.

 

3. CSS File

You can upload CSS (Cascading Style Sheets) by going to Files > CSS. This lets you customize the appearance of all the Dashboard pages, including fonts, colors, sizes, animations, and more, to better fit the company’s branding.

• You need to create an CSS stylesheet, the file must be named Custom.css.
• Once your custom CSS file has been added, you can style HTML elements by assigning the relevant class names or IDs within the HTML editor of each text container.

 

This example show how to style a button wrapped in an <a> tag with a hover effect. Notice that some elements have default class names, refer to Dashboard Style and Assets to learn about CSS rules and customization:

On a dashboard, create a text container with a transparent background using this style:

4. Excluded Words File

When analyzing verbatims (uncoded open-end questions) using word clouds in Harmoni, the word cloud shows the most frequent words. You can exclude specific words if needed. To filter out any sensitive, inappropriate, or irrelevant terms at the site level, you can create an XML file with a list of words and upload it through the ADMIN menu to exclude them.

• You need to create an XML file (SiteWordCloudExcludeWords.xml). 
• The words specified in the XML file are excluded from the cloud words on the site. 

In this example, we want to exclude a few common words:

In an XML file, add words to exclude from the site, separated by spaces:

To learn more about Analyzing Verbatims or you can download example files for reference below.

5. Global Filter

Global Filters are a top-level filter option applied to projects, views, stories, and dashboards. Global filters use a combination of personalization keys and meta-data input in an excel spreadsheet.

You can upload the Global Filter file through the Files > Global Filter area. It is recommended that Project Owners with the relevant keys upload and download global filters using either the Globe icon next to the Global Filters interface for site level filters or use the project tile to upload project level filters.

• The Global Filter spreadsheet must be called globalfilter.xlsx (all in lowercase).
• It should not have any formatting.
• Harmoni will overwrite the existing Global Filter spreadsheet each time you upload the file.

Learn all about Global Filters in the Global Filter section. You can also download an example Global Filter file at the end of this article.

6. Global Language

Project Owners can load a project level language sheet to the project to enable multi-language functionality in the project. The project level language sheet contains all the project tree translations and Harmoni also automatically translates the UI system labels. 

At times there may be a requirement to override the UI system labels. Using the Files > Global Language area, an Admin user can upload a system labels language sheet. In the following example of a system label sheet, the UI labels Auto Run and Favorites are overridden. The second column can include another English language column to override the existing English language label.

The system labels you can translate are as follows (in alphabetical order):

Learn more about creating and loading the project level language sheet in the Project Design - Multiple Languages article.

7. Media Metadata

To enhance the visualization experience, you can associate images or videos with the data in Harmoni Dashboards.

The first step to associate media with items in your project is to create the media asset sheet. The media asset sheet identifies the item labels and the associated images and videos.

You can upload the Media Asset Sheet through the Files > Media Metadata area. It is recommended that Project Owners with the relevant keys upload and download the media file using the 3-dot menu in the project tile.

• The media asset file can have any name but must be an XLSX Excel file (i.e., Media.xlsx) 
• Fields to include:
  • Label - Name of the item as it appears in the project.
  • Image URL - Image you want to associate with the specific item.
  • Video URL - Video you want to associate with the specific item.

Learn more about Display Media Items in Dashboards or you can download example files for reference below.

8. PowerPoint Template

To customize reporting templates, an admin can upload a PowerPoint template. You can upload several files and assign them to specific groups to control how the page appears when users export from a story or dashboard.

PowerPoint Template

The PowerPoint file can have any name but must be an PPTX file (i.e., PowerPoint.pptx) 

The template must contain two pages:

• The first page of the PowerPoint template is the title page. This always appears as the first page of the PowerPoint file created when exporting from Harmoni.
• The second page of the PowerPoint template is the content page. This is used as the template page for each exported view from Harmoni.

Learn more about Customizing your PowerPoint Template. You can also download example files for reference below.

PowerPoint Keys

• A specific template can be associated with a group of users using personalization keys in the Groups area. (Default PowerPoint Template).

• The top, bottom, left, and right margins can be set through personalization keys in Groups to ensure that the content exported from Harmoni goes into the appropriate place.
• The export font size can also be customized (PPT Export Data Label Size).
• You can also set the table type when exporting to PPT (PPT Export Table Type).

Where to from here?

Learn more about Harmoni ADMIN:

• ADMIN - Users
• ADMIN - Groups
• ADMIN - Settings