Tags:
• Project Owner
• Creator
• Explorer

 

search menu options allow finding items of interest in your project tree. 

To commence your search, type what you are looking for in search project at the top of the project tree.

 

• You will be given automatic suggestions, hitting enter or clicking on the search icon will perform the search.
• When the search field is active, you will also be given more advanced search options under the search menu; these differ based on your user role.
• You can refine your search using the options under the search menu.
• When Infotools Harmoni cannot find any matches, it will display a warning message: "warning - no matches in dictionary." You can check your search options and try searching again. 

 

 

The search menu

1. Search Project Tree
2. Search results
3. Open/close replace field
4. Search in
5. Search by
6. Reset options
7. Reset tree
8. Revert label

 

1. Search Project Tree

• In the search project tree area, enter the word or phrase you want to locate.
• Hit enter or click on the search icon. 
• Search results are cleared by resetting the tree removing the search. 

 

2. Search results

When performing a search:

• show in tree will identify the found items in orange and display your entire project tree. 
• shrink displays only the found items plus any items, such as headings, required for context.

 

 

3. Open/close replace field

Search can be very useful for making several label changes in a single transaction. Clicking on open replace field will open the replace area under search.

 

• In the search project tree area, enter the word or phrase you want to locate.
• Hit enter or click on the search icon. 
• Once you have found what you are looking for enter your new text in the replace area.
• Hit enter or click on the replace icon. 

 

4. Search in

• search in selected will limit the search to just selected items in the project to include in the search.
• Search results can be filtered to only include specific variable types using search in headings, axes and/or elements.
• Both the display label and the source label can be searched for. 

 

• Select source label. 
• In the search project tree area, enter the source label you want to locate.
• Hit enter or click on the search icon. 
• The search will return items that match the relevant source label.

 

5. Search by

• partial - find any text containing the search string.
• exact - match the entire search string.
• expression -  include key characters to tailor a search.

   

 

Example expression search

 

• Select search by expression. 
• In the search project tree area, enter the expression you want to locate. In the example above we have used the multi-character wildcard *. 
• Hit enter or click on the search icon. 
• The search will return items that match the selected criteria.

 

 

6. Reset options

By clicking on reset options, all search options will go back to the default settings.

 

 

7. Reset tree

Search results are cleared by resetting the tree removing the search.  

Search results can also be cleared by selecting the reset tree option at the bottom of the search pane.

 

 

8. Revert label

Revert is a powerful way to return your data design item(s) to a previous/original state.  You can use the revert label option should you wish to change the display label across all sources or just from one of your sources.  Reverting a label will create a new item(s) in the project tree.

Revert label is not an option for the below scenarios:

• any user created constructions. 
• when an item only exists in one source.
• when the item display label is the same as the source label.

  

 To revert a label:

• Select the item you wish to revert the label.
• In the search menu, select revert label.
• Through the wizard you can select the sources you wish to revert labels. Select the relevant sources.
• Once you confirm you want to proceed a new item will appear in the project tree.

 

 

Revert Label - Naming Convention

After revert label, the new item name will follow the below naming convention:

a) Revert all sources

{Item_Source_Label}_{Source_Display_Name}_{Timestamp} _#Reverted#

Example:

• Q3 Q3-Age group_Hotel Survey 2013.sav_20190626091719505_#Reverted#
• Q2b Age Groupings_Hotel Survey 2014.sav_20190626091719505_#Reverted#

b) Revert partial sources

{Item_Source_Label}_{Timestamp}_#Reverted#

  Example:

• Q3 Q3-Age group_20190620155411337_#Reverted#
• Weight Weight_20190620155905918_#Reverted#