Harmoni has a lot of flexibility to define the base in an analysis. The default setting is Total (all respondents). However, if the Total is not what you want, you can apply bases directly in the project tree as you design the project, or you can adjust bases on the fly as you analyze the project. Click here to learn more about adjusting bases as you analyze the project.
In this article, we look at the behavior when applying bases during the project design. This allows you to force the base to be a specific definition. You can set a base for an axis, an element, or multiple items. When you create an analysis, a base applied in the project tree becomes the default base and changes the denominator when calculating percentages/averages or filtering the analysis.
In this article
1. Apply base
An applied base can be added for the whole axis or different applied bases can be used for each element in the axis.
- Applying a base to an axis applies the same base to all elements.
- Applying a base to an element applies the relevant base to that item.
- You can only apply a base to the axis or the elements but not both.
- Axis base overrides what was set up on at the element level.
To apply a base, you first need to select an element or multiple elements in your project tree. The contextual option copy as base is available under edit. Following this, you need to select the item or group of items for which you want to apply the base. The option apply base is available under edit. Note that although you are applying one base definition, you can apply it to multiple items at once.
After clicking apply base, the information icon ('i' in a circle) will display next to the item. Hovering on the information icon will show information about the applied base.
In this example, we are using as base respondents whose visit expenditure is more than $2,000.
- Select elements that will create the base.
- The contextual option copy as base will be available under edit
- Select the item or group of items for which you want to apply the base. The option apply base is available under edit.
- On clicking apply base, the information icon ('i' in a circle) will display next to the item.
2. Auto base
Auto base enables you to apply multiple bases on many elements at once, automating the process. Copy the bases from the axis level and apply to another axis with the same or similar element list. Instead of applying each different element base individually, when the bases applied come from an axis with the same element list, Harmoni will apply them all in one go.
- Applying bases to the elements in an axis applies the base from each element to the matching elements in the destination axis.
- If all elements are not the same, bases are applied to all the elements that do match. You can manually add each non-matching element.
- You can only apply auto base to an axis, not to individual elements.
Selecting an axis displays the contextual option copy as auto base under edit in the design menu. Once copied, select the axis with the same or similar element list to apply the bases to. The option apply auto base is available under edit.
The information icon ('i' in a circle) will display next all the elements. Hovering on the information icon will show information about the applied base.
In this example, we are applying bases to the elements in the Tried in the Last 3 Months - Awareness Base axis (a copy of the Tried in the Last 3 Months axis). The bases are being copied from the Total Brand Awareness axis which has a similar element list.
- Select the axis from which to copy the element bases.
- The contextual option copy as auto base is available under edit.
- Select the axis with the same element list, to which you want to apply the bases. The option apply auto base is available under edit.
- On clicking apply auto base, the information icon ('i' in a circle) will display next to each element.
3. Applying bases to Grids
Apply base
- Applying a base to an axis in a grid applies the same base to all elements for just that axis.
- Applying a base to elements within a grid applies the same base to all axes.
- If a base is applied both to an axis and an element in a grid, the element base overrides what was set on the axis.
Auto Base
- Copy the single axis with matching elements to the grid and apply to the whole grid or to an axis in the grid.
- Applying bases to one axis in a grid applies the elements as a base for that axis, but will not show the information icon on the elements as it does not apply to all axes in the grid.
- Applying bases to the elements in a grid applies the bases across all axes in the grid and the information icons will show on the elements in the grid.
In this example, bases from an axis with similar elements to the grid are first applied to a single axis in the grid, and then to all the elements in the grid.
4. Applying bases to Headings
Auto Base Only
Apply bases on all axes within a section by using copy as auto base to copy the elements, select the heading and apply auto base.
In this example, a variable has been prepared to apply bases by brand in the Frequency section.
In a similar manner, bases can also be applied to a grid heading. In this example, brands in awareness match brands in the imagery grid and can be used as a base for each axis.
5. Remove a base
- The applied base can be removed using remove base option under edit.
- If multiple elements need the bases removed, select all the elements and use remove base.
6. Save a base
When auto sync mode is off, use save base or save auto base under edit to save and wait to apply all the changes once your work is done. Learn more.
Where to from here?
Learn more about applied bases in Analysis.