When creating a new project, Harmoni uses an algorithm to automatically grid Learn more about automation. the common questions and answers in your source data.
New grids can be created using any items, but only really makes sense when there is a commonality in the element list.
Grids not only make analysis easier, but they are also a very efficient way to create nets, add bases, add values for averages, etc. across axes and elements all in one go.
In this article
- Create a grid
- Drag and Drop - Add items to a grid
- Combined items in grids
- Remove grids
- Copy and Paste from a grid
- Harmonization within a grid
1. Create a grid
A new grid can be created by selecting multiple axes and then choosing to add grid under grid from the design menu.
To create a grid:
- Select a group of items in your project tree. Items should have a common element list.
- Select add grid under grid.
2. Drag and Drop - add items to a grid
Axes can be added into an existing grid by just dragging them in. This only makes sense when elements are similar.
- You can drag standard axes, combined axes, and value axes into a grid.
- You can drag axes from one grid to another.
- You can also combine grids by dragging a grid header into another grid header.
- Linked axes can't be mixed with other types in the same grid.
The properties of the elements in the grid, into which you are dragging, take precedence.
- Any elements that merge with existing grid elements will inherit their properties that i.e. hide/show, values, bases, and combined elements that don’t already.
- If the elements you are adding already have hide/show, values, or bases set, they will be overwritten with those in the grid.
When adding axes to a grid:
- Standard elements will merge when the label is the same as an existing combined element.
- Combined elements will merge when the label is the same as an existing combined element. The element definition is overwritten with the definition of the element in the grid when one or more of the expression elements exist.
Currently creating new elements in a grid (construct/new element) is not supported.
When performing undo after an add to grid action, the action that is being undone is the add to the grid only, not the consequences of that action.
Any properties that have been inherited from the grid (hide/show, value, bases, combined elements) will remain in the axes after they return to their position outside of the grid.
3. Combined items in Grids
Nets can be added to a grid by selecting combine items under construct from the design menu. You can combine axes as well as elements.
Net element definitions in a grid
When adding an axis to a grid, net elements with the same label will merge, and the definition of the net in the grid will take precedence.
4. Remove grids
A grid can be split back out into individual axes, that is some axes from within the grid or the grid altogether.
- To remove the group altogether, you can use remove grid; this action will break it into separate standard axes.
- You can select multiple grids and apply the action at the same time.
- An individual axis can be removed by dragging and dropping out of the grid.
When removing a grid or items from the grid, you have the option to preserve or revert to the original labels of the items. If you have already done some label changes, you may want to maintain these.
Once split, standard axes will go back to their original location in the project tree.
Before removing a grid make sure it is not used in any views, stories or dashboards, else they will become invalid even when you recreate the grid.
To remove a grid:
- Select the grid header in your project tree.
- Select remove grid under grid from the design menu.
- You will be given the option to preserve or revert to the original labels. You can also cancel the action.
- The grid will be broken into separate standard axes. These will go back to their original order in the project tree.
If you remove a grid and an axis within the grid has the same name as another axis elsewhere in the project, Harmoni will warn you and remove the option to preserve the label.
An axis within a grid can have the same name as standard axis, but two standard axes, cannot have the same name. The same rule applies to measure groups and individual measures.
5. Copy and paste from a grid
You can copy axes and elements out of a grid, but you can't copy and paste into or within a grid. An alternative is to use drag and drop.
6. Harmonization within a grid
In Harmoni, you can change the display labels to harmonize items across different sources. To achieve this, you need the item label(s) to a common label.
When it comes to grids, you can harmonize by:
- Relabeling an axis within a grid.
- Relabeling an element within a grid.
- Dragging an axis to a grid.
Nets automatically update after harmonization
When a new axis is added to a grid, after harmonizing the elements, the nets will automatically update.
- If all elements in the new axis are harmonized, the net will automatically update.
- If elements in the new axis are not harmonized, the net will update after harmonizing the relevant elements.
Creating a grid from axes containing constructions
If you create a grid from a set of axes that each contain a net, for example a Top 2 Net, when the standard axes are converted to a grid, the combined element net converts to a fundamental element. You can no longer see a definition in the editor as it is not a construction.
Where to from here?
Learn more about constructions.