Harmoni has a lot of flexibility to define the base for a result. The default base for percentages and averages is commonly set by the Total TYPE. However, if none of the Total TYPE options are what you want, you can apply a different base either by using apply base Learn more about how to apply a base in the project tree. in the project design or by setting the percentage base in the analysis. Learn more about analysis drop zones.
In this article, we look at the behavior when bases have been applied in the project design. This forces the base to be a specific definition.
Applied bases become part of the item and are the default base when calculating percentages and averages.
In this article
1. Applied bases in Analysis
Bases applied in the project design force the base to be a specific definition. Applied bases become part of the item and are the default base when calculating percentages/averages.
Bases can be applied to entire variables or just some elements within a variable.
- When bases are applied to the entire variable, the same base is applied to every item within the variable.
- When bases are applied to the elements within a variable, the bases can be different for each item within a row or column of your analysis.
- To see the base of each cell in the analysis, select B from the modify menu.
- Information on the base being applied is displayed at the top of the analysis. If bases have been applied, either to the entire variable or just some items within a variable, the label base applied will be displayed.
Infotools Harmoni uses the applied base as the default for percentage
and average calculations.
In this example, a base is applied to the whole axis and the base (denominator) for percentages is the same for each element in the axis.
Take note of the label base applied in the interactive title. When you see this label it means the base is different from the base set by the Total TYPE option. In this example, Total (qualified) is the default base in the project, but the base applied label indicates a different base. Displaying the base (B) calculation type allows you to see the base used to calculate percentages and averages.
The Total (qualified) row remains present to show you who qualifies to answer based on the questionnaire structure. It is also possible that different elements in the axis have different bases which cannot all be shown in the row total.
2. Apply filter to base
In an analysis containing an applied base, any filters applied to the analysis Totals (either through the Total option selection or through a specifically applied filter in the analysis), are not automatically applied to the items that have an applied base.
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To apply, use the Apply Total Filter to Base option in the modify menu ( B ).
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Apply Total Filter to Base:
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forces the relevant Total option to also filter the applied base.
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only becomes available when an item displayed in the analysis has a base applied in the project tree.
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- Information on the filter applied to the base is displayed at the top of the analysis. i.e. Base applied to the relevant axis is filtered by relevant total
Example
Let's look at the Overall Satisfaction across female independent travelers.
We have a variable called Overall Satisfaction – Base of Independent Travelers which has been built from the Overall Satisfaction variable, with a base of “Traveler type = Independent Traveler applied in the project design.
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1,412 respondents are Independent Travelers.
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755 respondents are Independent Travelers and Female.
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566 respondents are Independent Travelers and gave a response to Overall satisfaction.
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306 respondents are Female and Independent Travelers and gave a response to Overall Satisfaction.
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388 respondents are Independent Travelers and gave a Top 2 response to Overall Satisfaction.
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230 respondents are Female and Independent Travelers that gave a Top 2 response to Overall Satisfaction.
Total filter for base
- Leave the Total filter for base off to use only the Independent travelers base and ignore the Total component of the analysis.
- Turn the Total filter for base on to use both the Independent travelers base and the Total component of the analysis.
| Scenario |
total |
base |
Percentages Calculation |
What does this mean? |
|
Applied Base (No Total Filter for Base)
|
Total (qualified) = 306
|
755* The base is different from the total as the applied base takes priority (i.e. Female Independent Travelers). |
Satisfaction - Base of Independent Traveler (base applied) percentages based on Gender |
30% of Female independent travelers are in the Top 2 of Overall Satisfaction. Top 2 = 230/755 = 30% |
|
Applied Base (Apply Total Filter for Base) |
Total (qualified) = 306 |
306* The base is the same as the total. In this case, independent travelers are filtered by those who gave a response - Total (qualified). |
Satisfaction - Base of Independent Travelers (base applied) percentages based on Gender Base Applied to Satisfaction - Base of Independent Travelers is filtered by Total (qualified) |
75% of female independent travelers who gave a response - Total (qualified) are in the Top 2 of Overall Satisfaction. Top 2 = 230/306 = 75% |
Where to from here?
Learn more about Bases: