In Infotools Harmoni, project design is the process of turning raw source data A source is a collection of data that is either in an imported file or a connected data store. Learn more about Data Sources. into a project styled for analysis.
Once a Project has loaded, the Project Tree The dictionary for the loaded project. will reflect the automated design Learn more about Automated Design. applied by Infotools Harmoni. From here you can apply your design. The options under the design menu allow you to format items in your Project Tree. You can also find options to create customized constructions.
The design menu is context-sensitive; therefore it will present the relevant options depending on the actions you are performing.
While designing your project, it is important to not only think about your analysis and deliverable requirements but also to consider what changes or additions will be required in the future.
Editing Tools Disabled
While a project is being edited by another user (i.e. the project owner) the editing tools from the design menu will be temporarily disabled. This could take anything from a few seconds to a few minutes, depending on the changes applied.
This doesn't prevent exploring data, for example loading the project and running tables and charts.
Hang Tight! This project is currently being updated by another user. Some editing tools may be temporarily disabled till complete.
The design menu
The options under the design menu allow you to format items in your Project Tree. You can also find options to create customized constructions.
Option | Description |
Change Case |
|
Sentence case |
Becomes available when an item is selected. Change capitalization style to Sentence Case. |
lower case |
Becomes available when an item is selected. Change capitalization style to lower case. |
UPPERCASE |
Becomes available when an item is selected. Change capitalization style to UPPERCASE. |
Proper Case |
Becomes available when an item is selected. Change capitalization style to Proper Case. |
Construct |
|
new linked axis |
Becomes available when a measure is selected. It creates a construction from a measure. A linked axis has a one to one relationship with the measure from which it was created. |
new axis |
Becomes available when an item is selected. New axes can be created from other axes, measures or weights. |
new measure |
Becomes available when an item is selected. New measures can be created from other axes, measures, weights or user-entered values. |
new weight |
Becomes available when an item is selected. New weights can be created from other measures or user-entered values. |
new element |
Becomes available when an element is selected within an axis type variable. New elements can be created from other elements. |
define |
Becomes available when a constructed element, measure or weight is selected. Define opens the expression editor. If the item was constructed by automation you can only see the definition but can't edit. If the item was created by the user you will be able to edit the expression. |
delete |
Becomes available when an item constructed by the user is selected. At this point, you can only select and delete one item at a time. Before deleting you will receive a warning asking to confirm if you want to delete. |
deconstruct |
During first pass automation, Infotools Harmoni will scan the source file and create multiple response questions from single response questions in your data. Where the automation is not desired, you can select the automatically constructed axis and then the option deconstruct. This will then return the automatically constructed axis to its original form. |
apply expression |
Becomes available when a user constructed axis is selected and definitions have only been saved but not applied. Data is only updated when apply expression is applied to the axis. |
combine items |
Becomes available when multiple axes or elements are selected. Selected items can be grouped in a single variable. |
Edit |
|
add heading |
Becomes available when an individual axis is selected. When clicked a text field will open to enter a new heading name. Relevant sections of your data can then be grouped under the created heading using drag and drop or cut and paste. Tip: You can use the keyboard shortcut Insert |
cut/paste |
Becomes available when an individual or multiple axes are selected. When clicked, the selected items become grey/italics and the second contextual option "paste" will become available. Select the position in the project tree you wish to paste the cut items too. |
copy/paste |
Becomes available when an individual or multiple axes, elements, measures or weights are selected. After "copy" is clicked, the second contextual option "paste" will become available. Select the position in the project tree you wish to paste the copied items too. |
copy as base/apply base |
Becomes available when an element or multiple elements are selected; these can be copied as a base and then applied as a base to an item in your project tree. When you create an analysis, percentages will then be calculated on this applied base and the respondents filtered on the same applied base. |
weight (wgt) | |
set default |
Becomes available when a weight variable is selected. Each project can have one weight set as the default weight for the project. This means that whenever an analysis is created, the weight set as the default is applied. To set a default weight, select the weight and choose set default. |
copy as auto wgt/apply auto wgt |
Becomes available when a weight variable is selected. An auto weight can be applied to a specific variable. This means that whenever that variable is included in an analysis, the auto weight is also applied to the analysis. To apply a specific weight to a variable, select the relevant weight variable in your project tree and then and choose copy as auto wgt. After this, select the variable you want the weight to be applied to, and choose to apply auto wgt. |
remove auto wgt |
Becomes available when a variable using an auto weight is selected. To remove, select the relevant variable in your project tree and then and choose to remove auto wgt. |
Flag |
|
date flag |
An individual or multiple axes can be flagged as a date. This enables an offset reference to be applied, and will automatically generate a line chart when choosing to visualize. The icon will change from the axis icon to a date icon |
Format |
|
hide/show |
Becomes available when an individual or multiple axes are selected. When clicked, the selected items become grey with a strikethrough line to indicate it is hidden. Clicking on the visible/not visible project tree filter option will then show or not show hidden items. Items hidden by the project owner are not visible to other users when the project is published. |
sort ascending
|
Sort selected items in ascending order. A block of sequential items can be sorted into ascending order based on the first character. This will be alphabetical (a-z) or numeric. |
sort descending
|
Sort selected items in descending order. A block of sequential items can be sorted into descending order based on the first character. This will reverse the alphabetical (z-a) or numeric order. |
sort within ascending/autosort OFF
|
Sort items within the selected item in ascending order. Any new item (from an updated source/or added source) will then appear in the applied order. |
sort within descending/autosort OFF
|
Sort items within the selected item in descending order. Any new item (from an updated source/or added source) will then appear in the applied order. |
fix to top/unfix |
Fix selected items to the top of the relevant position in the tree. For example, an element will go to the top of the axis it belongs too. An axis will go to the top of the heading it belongs too. A heading would go to the top of the dictionary tree. This position is sticky and will not change unless the option to "unfix" is applied, or a secondary action is taken to replace the fixed position of the items, with other selected items. |
fix to bottom/unfix |
Fix selected items to the bottom of the relevant position in the tree. For example, an element will go to the bottom of the axis it belongs too. An axis will go to the top of the heading it belongs too. A heading would go to the bottom of the dictionary tree. This position is sticky and will not change unless the option to "unfix" is applied, or a secondary action is taken to replace the fixed position of the items, with other selected items. |
grid |
|
add grid |
Becomes available when more than one standard axis is selected. New grids can be created using any items, but only make sense when there is a commonality in the element list. |
remove grid |
Becomes available when selecting a Grid. Remove grid will break a grid into separate standard axes. When removing a grid, you have the option to preserve or revert to the original labels of the items. You can select multiple grids and apply the action at the same time. |
undo | Allows you to go back and undo any changes in the project tree. Undo allows reversing commands executed in a particular session. Undo works from the last action working its way back to the first. |
Learn More