In Harmoni, project design is the process of turning raw source data A source is a collection of data either in an imported file or a connected data store. Learn more about Data Sources. into a project styled for analysis.
Once a Project loads, the Project Tree The dictionary for the loaded project. will reflect the automated design Learn more about Automated Design. applied by 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 your actions.
While designing your project, it is important to think about your analysis and deliverable requirements and consider what changes or additions will be required in the future.
In this article
1. Editing the Project Tree - Editing Tools Disabled
Project edited by another Project Owner
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. Depending on the changes applied, this could take a few seconds to a few minutes.
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.
Edit functionality limited with Global Filters on
When global filters are turned on, the edit functionality in the design menu is limited. Global filters can reduce the availability of variables so it can be necessary to turn global filters off when editing a project.
As a Project Owner with global filters on, the design menu displays the items under construct. The other sections of the design menu are not available.
As a Creator (non-owner) or Explorer with global filters on, users will also see items available under construct specific to these user types.
Design menu disabled with multi-language options
When a project is setup with multi-language options, the design menu is only available in the original language the project was designed in and is the language listed first in the language sheet and drop down menu.
Any user who views the project in the other language options cannot see the design menu and will not be able to add their own constructions.
Learn more about Multi-Language.
2. 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 measure group |
Becomes available when an item is selected. Add a new measure group and drag the measures in, or highlight the measures you need in a group, click new measure group, and enter the label for the group. |
new weight |
Becomes available when an item is selected. New weights can be created from other measures or user-entered values. |
new projection |
Becomes available when an item is selected. Create new projections in the projection editor by selecting the required axes and entering the projection values, for example, adding population figures by Country and Time. |
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 it. 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 you 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. |
convert to construction |
Becomes available when a combined item is selected. Use to convert a combined axis or element to a constructed axis or element. |
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. |
descriptor manager |
Opens the descriptor manager enabling you to see the items included in any descriptor groups created by the Project Owner for Discover analysis. Users may also create and edit their own descriptors in the descriptor manager. Learn more about Discover. |
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 where you wish to paste the cut items. |
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 where you wish to paste the copied items. |
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 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 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 choose to remove auto wgt. |
flags |
|
date |
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 to. An axis will go to the top of the heading it belongs to. 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 to which it belongs. 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. |
grids |
|
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 can 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 changes in the project tree. Undo reverses the actions you have executed within in a particular session. Once you sign out or close the browser, undo is not available for those changes. Clicking undo, reverses the last action, and continuing to click undo undoes each action, working its way back to the first. Each click is an action so bear in mind that when you replace multiple labels at once, clicking undo will result in all the changed labels reverting back to their previous labels. |
reset tree | Use reset tree to collapse all expanded axes and sections, returning the project tree to its default state. Reset tree also clears the search field. |
Learn More