change weights, default weight, projection, percentage base percentage base
To begin your investigation, simply drag and drop the variables you are interested in from the project tree into the analysis zone. When doing so, you will be given several analysis drop zones which enable you to create a simple cross-tab, add filters, change bases or weights, and much more.
- You can choose to create a standard or discover analysis. Discover is a tool to profile a target group against a set of descriptor variables. Learn more about Discover.
- You can use the modify or visualize menus to change the display of your crosstabs and even visualize them into charts.
- Clicking the + allows you to save your analysis as a story view.
- You can export your analysis to Excel or PowerPoint. This can be done by clicking on the respective icons on the top right corner.
In this article
1. Drag and drop into the analysis zone
Drag a selected item or items from your project tree to the different drop zones within your analysis zone.
The analysis zone will initially present three areas: Down, Across, and Discover. Use the down or across to initiate a standard analysis or use Discover if you want to create a Discover Analysis.
Moving Items into analysis drop zones
When moving items:
- The drop zone analysis area will highlight in orange.
- The drag pin will display.
- The number indicates how many items have been selected to drag.
- The color of the drag pin indicates if the item can be moved to this area.
Green Yes, can be moved here.
Grey No, cannot be moved here.
- You can drag into your analysis different combinations of variable types to the across, down, and filter drop zones. This excludes verbatims and weights.
- Combinations that include measures can only be dragged if there is an existing across or down axis.
The size of the project has no technical limitations. However, the number of records and the number of sources influence the time required for analysis.
The more items included in an analysis (cube), the longer it will take to run and render it to the screen. For ease of interpretation, we recommend keeping the number of cells in an analysis to under 10,000 cells (e.g. 100 rows x 100 columns), although performance degradation will not occur until well beyond that.
2. Standard Analysis Drop Zones
Using the down or across drop zones is the primary form of analysis. From here, other drop zones will become available; this will allow you to dig deeper into your data.
a. Down Analysis Drop Zone
The down axis is the 'how' you want to compare the item. For example, how the brand usage differs in terms of various demographics.
- Primary form of analysis
- Y-axis on your analysis table or graph.
b. Across Analysis Drop Zone
The across axis is the 'what' to compare item. For example, a brand or a list of brands.
- Primary form of analysis
- X-axis on your analysis table or graph.
Down/Across Drag and Drop Options
- Add appends to the previous selection.
- Replace removes the previous selection.
- Nest adds another layer/dimension to the analysis.
- Two levels of nesting supported.
Grids
In the case of Grids:
- Down - dragging the grid name into the down dimension places the axis labels into the down dimension and the element labels into the across dimension.
- Across - dragging the grid name into the across dimension places the axis labels into the across dimension and the element labels into the down dimension.
- A single-axis or just a selection of axes within a grid can be analyzed by dragging the required axes into the analysis. All elements relevant to the selected axes are included in the analysis.
- A single element or just a selection of elements within a grid can be analyzed by dragging the required axes into the analysis. All axes relevant to the selected elements are included in the analysis.
c. Filter Analysis Drop Zone
Applies a filter to the analysis. You can drag one or multiple filters from the project tree and drop them onto the filter drop zone. To remove a filter, click the small ‘x’ that appears next to the filter name in the analysis title (above the table).
Filter Drag and Drop Options
- If an axis is dragged to the filter drop zone, by default the first element in the axis will become the filter for the table, but the other elements will be available should you wish to change the filter to another element in the axis.
- If an element is dragged to the filter drop zone, then only this element will be available and none of the other elements in the same axis
- Add appends to the previous selection.
- Replace removes the previous selection.
Learn more about analysis bases when using filters.
Adding Multiple Filters
When using multi-select to add multiple axes to the filter drop zone that have a common element list, Harmoni automatically combines them and presents them in a grid format in the selectors.
To display the axes separately in the filter, you need to select and add them to the filter one at a time.
Note: If you use multi-select to add the axes to the filter, and then decide you need to use them separately, you will need to use Clear or Reset and restart the analysis.
Pinned Filters
When analyzing data for a particular segment or group, you can pin a filter so that during your Harmoni session, you can focus your analysis without needing to keep adding the filter each time you clear or reset your analysis.
A pinned filter is cleared at the end of your session (logging out of Harmoni or closing your browser) or by manually removing the pin.
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- Once a filter is applied, click the pin icon to activate (turns orange).
- Clearing or resetting your analysis will not remove the pinned filter.
- Click the orange pin to remove it.
Learn more about pinned filters in Stories and Dashboards
d. Measure Analysis Drop Zone
Applies a factor to the analysis.
Measure types can also be analyzed in the down or across dimensions. A standard axis must already exist in the analysis before a measure(s) can be added.
e. Percentage Base Analysis Drop Zone
Harmoni has a lot of flexibility to define the base for a result. The default percentage base in Harmoni is Total, but a Project Owner can override this in the Project Settings, for example using Total (qualified). If the default base is not what you want, there are a number of options available:
- Different bases can be applied by using apply base Learn more about how to apply a base in the project tree. directly in the project tree during the project design
- Use one of the four options available in Total TYPE in the modify menu to set the base. Learn more about Total TYPE.
- Set the percentage base in the analysis using the Percentages Base drop zone.
Percentages base drop zones allow an item or variable item to be specifically applied as the base for the analysis.
Percentage Base Drag and Drop Options
1. Percentage base on down or across
In an analysis with at least one variable down and one across, no matter the Total option or whether a base is applied, the default percentage base for calculations is the down dimension.
You can change to across percentages, through the interactive title. Click on percentages based on, and select the relevant metric from the drop-down menu (i.e. the down dimension in a cross tab).
- Down Percentages calculate the percentage that each cell represents as a proportion of the total for each column in the table. The base for down percentages is the value in the Total row at the top of the table.
- Across Percentages calculate the percentages that each item represents as a proportion of the total for each row in the table. The base for across percentages is the value in the Total column to the left of the table.
Learn more about Cross tab analysis bases.
2. Percentage base on Cell
Percentage base on cell is useful when you want to apply a non-plotted variable (i.e. not one that is already in the across or down) to the base of each cell in the analysis.
The Apply Filter to Base feature provides the ability to choose whether the percentage base selection should exclude records that satisfy the filter selection.
Percentage base on cell option only becomes active when you already have an analysis with items in the down and across.
When you use the percentage base on cell analysis drop zone, each cell in the table has a different base. You can drag either an axis or an element into the cell analysis drop zone.
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If an axis is dragged in, the cell base is the count of records in the cell AND the selected percentage base axis. Selecting an axis doesn't automatically add a filter.
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If an element is dragged in, the cell base is the count of records in the cell AND the selected element. Selecting an element will add the selected element as a filter in the analysis.
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When dragging an axis or element into the percentage base cell, percentages will likely be 100%. This is because both the counts and base reflect the intersection of all selected items (i.e. the count of records in the cell AND the selected percentage base axis or the selected element).
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Selecting the same axis or element as a filter will filter the Total counts (numerator) but not the base (denominator). The base is the count of records in the cell AND the selected percentage base axis or element.
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Any additional filters applied to the analysis are not applied to the base unless you use the apply filter to base option.
Learn more about Percentage base on Cell.
3. Percentage base on Total
Percentage base on Total allows you to create an analysis where all cells use a base that is neither the down nor across variable.
Percentage base on total option only becomes active when you already have an analysis with items in the down or across.
When you drag an axis or element into the percentage base on total analysis drop zone, all the cells in the table get the same base.
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If an axis is dragged in, the table base is all records with a response in the dragged axis. Selecting an axis doesn't automatically add a filter.
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If an element is dragged in, the table base is all records with a response to that element. Selecting an element adds the selected element as a filter in the analysis.
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Any additional filters applied to the analysis are not applied to the base unless you use the apply filter to base option.
Learn more about Percentage base on Total.
f. Weight Analysis Drop Zone
There are several ways weights can be used for analysis. You can have a default weight, an auto weight, or you can manually select a weight.
Each project can have one weight set as the default weight. Learn more about weights. This means that whenever an analysis is created, the weight set as the default is applied.
Default Weight
Weight
Drag and Drop - Apply weight to the analysis
If there are no weights already applied to an analysis, or you want to override the applied weight, you can drag and drop a weight variable into the weight drop zone of the analysis.
- Create your analysis table
- From the project tree, select and drag an alternative weight across to the Weight Drop Zone.
Weights in a Multi-Level Project
In a multi-level project, each level may have a separate default weight applied. An analysis table includes the correct weight from each level.
If you drag and drop a weight variable in a multi-level project into the weight drop zone, the new weight will apply to all levels, overriding all the default weights.
Include multiple variables with Auto Weights in an analysis
It is possible to include more than one variable with different auto weights together in either the across or down of the analysis. You cannot, however, have different weights applied to the across and down. If items with auto weights are selected in different dimensions of the analysis, the weight(s) associated with the down variable(s) is applied.
g. Projection Analysis Drop Zone
Using Population Projection will allow you to view analysis results as population figures and see the actual size of the market.
Each project can have one projection item set as the default projection. Learn more about projections. This means that whenever you create an analysis, the projection set as the default is applied.
Drag and Drop - Apply projection to an analysis
If there is no projection already applied to an analysis, or you want to override the applied projection, you can drag and drop a projection item into the projections drop zone of the analysis zone.
3. Discover drop zones
From the project tree, select the group you are interested in profiling (i.e. Discover selection) and drag it into the Discover analysis zone.
You can add or replace descriptors in your analysis with any axis from the project tree, even when not flagged as a descriptor. You can achieve this by dragging and dropping the relevant variables into the Discover Descriptor drop zone.
The same is true for your discover selections; you can add groups you are interested in profiling by dragging and dropping into the Discover Selection drop zone.
Learn more about Discover.
Where to from here?
Learn more about interacting with tables and analysis settings.