Harmoni Glossary – Support

Creator
Explorer
Viewer

Become familiar with Harmoni terminology

Use the links below to navigate to the relevant section or use the shortcut keys Crtl+F or Command+F to search for a specific term.

A B C D E F G H I L M N O P Q R S T U V W X

Keyword	Definition	Role
A
Active Entity	Entities are the key work areas of Harmoni and provide a fast way to access the important entities within the Harmoni environment. The orange underline indicates the currently active entity. This allows you to know which entity workspace you have loaded.	Creator Explorer Viewer
Add data sources	After uploading/connecting to a data source, you can add multiple data sources to your project. Add separate data sources to the same project: When you want to analyze items from different sources in a single analysis. When respondents (records) across sources are NOT common. If they are common use append.	Creator
Add to story	No story active Clicking + adds the current view to a new story. Add to existing allows you to choose an existing story to add the current view. Story active Clicking + adds the current view to an active story (shown in orange text). Add to new adds the current view to a new story. Add to existing allows you to choose an existing story to add the current view.	Creator Explorer Viewer
ALERTS	One of the key Harmoni entities. ALERTS is located in the Global Menu Bar. Creators and explorers can set up an alert on a single number (datapoint) in their story view.	Creator Explorer
Alerts and notifications	Any single number, that is part of a saved view in a story or dashboard, can have a threshold or significance setting applied to it. When data is updated, and the threshold is met, a data alert is sent and changes can be viewed via a mobile app or on the alerts dashboard in Harmoni.	Creator Explorer Viewer
Analysis	An analysis is a table/chart created by dragging variables from the project tree into the analysis zone of Harmoni. Analyses can be saved as views in a story.	Creator Explorer
Analysis drop zones	Items from the project tree can be dragged to multiple drop zones within the analysis zone. Analysis drop zones include Down, Across, Filter, Measure, Percentage Base, and Weight.	Creator Explorer
Analysis default settings	"Out of the box" settings when you start interacting with Harmoni to create an analysis.	Creator Explorer
Apply Base	In an analysis, instead of using the default Total, the base can be forced to be some predefined value. Harmoni allows you to set a base to an axis, an element, or multiple items. A base applied in the project tree will change the denominator when creating an analysis.	Creator
Append data sources	Append allows you to add new variables to respondents or cases within a project when information of common respondents is captured in separate data sources.	Creator
Automation	When a new source is loaded into a project, Harmoni applies first pass automation. During updates, Harmoni automatically assigns the project definitions applied to previous sources. Automated design is applied unless you are using Infotools X-files or specifically unselecting when loading your sources.	Creator
Axis	An axis is a discrete variable with elements for each response. It contains elements that group data records. For market research data, an axis is typically a question, and elements are typically a response or answer to a question.	Creator Explorer
B
Base	In an analysis, the base is used when calculating percentages, and averages. In Harmoni, the default is to use the Total as a base. Different bases can be applied either by using apply base in the project tree or by setting the percentage base in the analysis.	Creator Explorer Viewer
C
Clear analysis	Allows resetting the analysis while retaining all of your project tree interactions.	Creator Explorer
Color Scheme Toggle	Allows toggling the color scheme (light/dark)	Creator Explorer Viewer
Combine axis	Axis created by combining multiple questions into one new item using combine items, or by automation when merging single response questions into multiple response questions on creating a new project.	Creator Explorer
Combine element	Element created by combining multiple elements into one new item using combine items.	Creator Explorer
Combine items	Combine under construct from the design menu, allows combining multiple items together. You can combine axes together into a single variable or combine elements together into a single element.	Creator Explorer
Common items	Variable and/or responses exist across all sources in the project.	Creator Explorer
Connect to a data source	Allows connecting to live data sources to create a project.	Creator
Construct	The options under construct in the design menu allow creating customized constructions/user-created axes.	Creator Explorer
Constructions	Harmoni allows you to create new items or customized constructions to suit your analysis and reporting requirements. New variables can be created using items that already exist in the project, or with user-entered values.	Creator Explorer
Creator	The highest level of access, permission, and control. With this role, you have access to the full set of available tools and capabilities of Harmoni, and it allows you to create and distribute both projects and outputs from it.	Creator
Cross tab	In Harmoni, we call a cross tab an analysis.	Creator Explorer Viewer
D
Dashboard	A dashboard is a page that contains text, analysis, image, or embed containers. Dashboards can also be saved as views in a story. The terms pages and dashboards are used interchangeably.	Creator
DASHBOARDS	One of the key Harmoni entities. DASHBOARDS is located in the Global Menu Bar. Only Creators can create and share dashboards.	Creator Explorer Viewer
Data source	A data source is at the core of all you do in Harmoni. To create a project in Harmoni, you need to connect or upload a data source. A Harmoni project can contain multiple sources.	Creator
Date flag	An axis can be flagged as a date axis in the data design options. This enables an offset reference to be applied, and will automatically generate a line chart when choosing to visualize.	Creator
Define data sources	Harmoni automatically maps source variables into Harmoni types when data sources contain an inherent dictionary. Some data files like Excel XLXS, comma-delimited - CSV, or tab delimited-TXT, do not contain an inherent dictionary and therefore need to be defined.	Creator
Delete data sources	Allows the project owner to delete data sources no longer relevant to a project.	Creator
Delete project	Projects can be deleted by the project owner. Deleting a project will also delete all the associated data, stories, and dashboards.	Creator
Descriptor	Descriptors are the variables you want to use for profiling in a Discover analysis. Descriptors can include demographic, psychographic, or behavioral variables or some combination of all these.	Creator Explorer
Design menu	The options under the design menu allow formatting items in the project Tree. You can also find options to create customized constructions.	Creator Explorer
Direct Connections	Direct connections to API's allow data to flow into Harmoni in real-time.	Creator
Direct export to Excel or PowerPoint	Allows exporting your analysis or dashboard to Excel or PowerPoint without having to save it as a story.	Creator Explorer Viewer
Discover analysis	Discover is a tool to profile a target group against a set of descriptor variables. It will show you which of these descriptors best describe your group and compare these with other groups.	Creator Explorer Viewer
Download Data Sources	Allows the project owner to download data sources associated with a project.	Creator
E
Edit mode	In order to shape and publish your project, you need to enable the edit mode.	Creator
Element	A category within a variable. A response to a question; an item in an axis.	Creator Explorer
Entity Menu/Curtain	Clicking one of the entity areas opens a curtain overlay and presents various options to load, manage or share the entities within Harmoni. To close the entity: Click on: the entity name, the space just below the overlay curtain, or the X at the top right.	Creator Explorer Viewer
Entity Ownership	Items you own display the icon Items shared with you display the icon Hovering over these icons will also show you the entity's owner(s) name.	Creator Explorer Viewer
Entity Search	You can search for a specific project, story, dashboard, etc. Typing in the search box limits the list displayed to only those items that contain the search parameter. This search is based on the title of the entity.	Creator Explorer Viewer
Entity Sort	The entities can be sorted by alphabetical name and most recent.	Creator Explorer Viewer
Entity Tiles	The entity tile gives you information about the item (name, type, ownership) and a few interactions/hover options to manage or view/load.	Creator Explorer Viewer
Entity Title	The name of the entity actively loaded is displayed in orange-colored text.	Creator Explorer Viewer
Explorer	This role allows users to explore the data. Explorers can access projects and dashboards that have been shared with them. Explorers can create constructions and save and share analyses.	Explorer
Export design	Export the designed project out of Harmoni to create new x-files or export label harmonization information. There are different options: Create new x-files, label map (harmonization information), label structure, and label structure including elements.	Creator
Expression Editor	The expression editor is the interface by which the new item (construction) definition is entered.	Creator Explorer
F
Favorite Icon	A solid ‘heart’ appears next to any entity names you have favorited in Harmoni. You can access Favorites from the entity menu/curtain under the tile filters.	Creator Explorer Viewer
Fix to the top/bottom	An item (i.e. axis or element) or multiple items can be fixed to the top or bottom of the relevant section or axis.	Creator
Flip	Flips the analysis so what was across moves into the down dimension, and vice versa. This has the same functionality as clicking on the by between the across and down dimensions in the analysis title.	Creator Explorer Viewer
G
General Access	Any person in this permission group will see the entity in the Shared with me tile filter of the entity menu. Access is still limited to the privileges of their Harmoni role (Viewer, Explorer, Creator).	Creator Explorer Viewer
Global Menu Bar	One of Harmoni's main menus. It is accessible from the very upper space of Harmoni. This menu bar provides actions and functions that have a "global" purpose.	Creator Explorer Viewer
Grid	A grid contains a group of axes that have a common element list. Grids are created in a new project based on the automation algorithm. They can also be created using the add grid option from the grid menu under the design pane.	Creator Explorer
H
Harmoni Entities	Entities are the key work areas of Harmoni and provide a fast way to access the important entities within the Harmoni environment. Entity access/display is limited to your role (e.g., Creator, Explorer, Viewer) or site configuration. Harmoni key entities include Projects, Stories, Dashboards, and Alerts.	Creator Explorer Viewer
Harmoni hosting	Harmoni is hosted on Amazon Web Services (AWS).	Creator Explorer Viewer
Harmoni logo	Navigation. Takes you back to your landing page.	Creator Explorer Viewer
Heading	You can use headings to create logical groupings of variables and ease navigation. Headings are created by using the add heading option from the edit menu under the design pane.	Creator Explorer
Help and knowledge base	Access to Knowledge Base and Support. You also have an option to contact support@infotools.com	Creator Explorer Viewer
Hide (Analysis)	Hides the selected items from the analysis. Hidden items can be added back into the analysis by using the *select* menu.	Creator Explorer Viewer
Hide (Project Tree)	Use to hide items from the project tree. Hidden items are not visible to another user when your project is published.	Creator
History Widget	Shows all the places you have visited within the current session, ordered to show the most recent at the top. Click on an item to load/return to it.	Creator Explorer Viewer
I
Imported Data Sources	Data sources that can be used to create a project by uploading to Harmoni.	Creator
Index / Indices	The index represents the proportional difference between the percentage of an element and the percentage of the reference. In an analysis with a measure, indices show the proportional difference between the ∑% a measure and the ∑% of the reference. To calculate indices in your analysis, you can use the IND option available in the modify menu.	Creator Explorer Viewer
Invalid Constructions (ERR)	Harmoni automatically identifies "broken" constructions, as a result of a data source being removed or overwritten. Invalid constructions are shown in red in the project tree. You can also identify these by using the ERR icon under the project tree filters.	Creator
L
Landing Page	A landing page is the homepage of your site. The landing page can be customized.	Creator Explorer Viewer
Library/Editor	Opens the expression editor.	Creator Explorer
Linked Axis	A linked axis is a discrete variable constructed from a measure in Harmoni. A linked axis has a one-to-one relationship with the measure from which it was created.	Creator Explorer
Linked Element	Elements within a linked axis. A linked element is created for each unique value in the measure the axis is linked to.	Creator Explorer
Load Project	Opens/loads a project. You can access projects that you have created (Project Owner) as well as those that have been shared with you.	Creator Explorer
M
Margin of Error (MoE)	The option to calculate the margin of error (MoE) is available under tests in the modify menu.	Creator Explorer Viewer
Measure	Measures are used to analyze continuous variables. Measures contain numerical values. Measures can be created using new measure option under construct from the design menu.	Creator Explorer
Measure Group	A measure group is used to group measures together. Measure groups can be created using the new measure group option under construct.	Creator Explorer
Media Asset Sheet	To enhance the visualization experience, you can associate images or videos with the data in Harmoni Dashboards. The media asset sheet identifies the item labels and the associated images and videos.	Creator
Modify menu	Modify menu becomes available after creating an analysis. It allows you to interact with the analysis settings and change as needed to suit your specific reporting requirements.	Creator Explorer Viewer
Multiple reference significant differences (M-SIG)	In Harmoni, you can perform multiple reference significance testing using M-SIG. Options for significance testing (SIG and M-SIG) are available under tests in the modify menu.	Creator Explorer Viewer
Multiple Response Axis	When a record is included in more than one element of an axis. During first pass automation, Harmoni scans the source file and creates multiple response questions from single response questions in your data. Multiple response axes are created where items with similar variable labels and common element lists are combined into a single item.	Creator Explorer
N
New Project	To create a project you can either click the New Project icon or click on the CREATE NEW button on the top right. You can create and manage projects and the associated data sources through PROJECTS in the Global Menu Bar.	Creator
O
Overwrite	Overwrite allows you to replace a data source with updated data.	Creator
Owner Access	Any person in this permission group has full ownership privileges for the entity. This includes full read/write access and the ability to change sharing/ownership permissions. By default, the original creator of the entity becomes the owner.	Creator Explorer Viewer
P
Percentage Base	Percentage base drop zones allow an item or variable items to be specifically applied as the base for the analysis. This option is useful when: You want to change the default down percentages to across percentages or vice versa or You want the analysis to be focused on a specific group and You want the base to be the same regardless of the direction of the table.	Creator Explorer Viewer
Preview as owner	Preview mode allows users to see the project tree and unpublished data, and how that data flows into stories and dashboards before the project is published to a wider audience.	Creator Explorer
PROJECTS	One of the key Harmoni entities. PROJECTS is located in the Global Menu Bar. PROJECTS is only available for Creators and Explorers. You can create, view, and manage projects and the associated data sources in the PROJECTS area.	Creator Explorer
Project	A Harmoni Project is a collection of data sources that can be harmonized, designed, analyzed, visualized, and shared with others. Projects are created and accessed through PROJECTS in the Global Menu Bar.	Creator Explorer
Project design	Project design is the process of turning raw source data into a project styled for analysis.	Creator
Project Owner	The creator who creates the project. The project owner has the ultimate right to publish data changes to a broader group.	Creator
Project Rollback	Project rollback allows the project owner to go back to the latest published version.	Creator
Project Settings	Project Settings allow the project owner to adjust the default analysis settings at a project level. The settings you define at a project level will apply when others create an analysis using your project and data.	Creator
Project Tree	The dictionary for the loaded project.	Creator Explorer
Project Tree Icon Color	The color of the icons indicates the commonality of items across multiple sources. Green - The variable and responses within it are common in all sources. Blue - The variable is not common in at least one source. Green and Blue - The variable is common across all sources, but responses within the variable are not common across all sources.	Creator Explorer
Project Tree Filters	Project Tree filter options allow you to shrink the tree to the type of item required for either project design or analysis. Filters are located at the top of the project tree.	Creator Explorer
Projection	Population Projection allows you to view analysis results as population figures and see the actual size of the market.	Creator Explorer Viewer
Published vs. private variables	Variables created by the Project Owner are public variables that can be published to other users. Variables created by users that are not the Project Owner are private variables that only they can see. Ownership can be shared among Creators to enable other Creators' private variables to become public.	Creator Explorer
Publish	Allows sharing your project and data with others. Publish is enabled every time there is a change in the project tree or when new data becomes available. Selecting the publish/share button opens the publish and sharing interface. You need to enable the edit mode in your project.	Creator
Q
Quick Add	When adding a view to an *active story*, or an existing story a small animation and a green tick indicate the view has been added to the story.	Creator Explorer Viewer
R
Rank	A llows ranking of data by percentages or numbers. Rank is available under selected in the modify menu. The Rank option doesn't appear in the modify menu until you select a column or row.	Creator Explorer Viewer
Record level data	Each record represents a respondent, a log entry, a sales transaction, etc.	Creator Explorer
Remove data sources	Allows the Project Owner to remove data sources from a project.	Creator
Rename Project	Change the name of a Project. Projects can only be renamed by the Project Owner.	Creator
Reorder	Allows shifting selected columns and/or rows. You must first select the column or row for the option to become available.	Creator Explorer Viewer
Reset Project Tree	Reset tree option under the search or the design menu allows collapsing the project tree (collapse all).	Creator Explorer
Reset (Analysis)	Reset clears your analysis and resets the project tree. Reset also returns the analysis settings to the default state.	Creator Explorer Viewer
Rollback	Project rollback gives the project owner the option to restore a project going back to the latest published version.	Creator
S
Search	The search menu options allow finding items of interest in your project tree.	Creator Explorer
Select menu	The select menu becomes available after creating an analysis. It allows you to interact with your selected analysis items (i.e. selectors).	Creator Explorer Viewer
Sharing Permission Groups	As a project, story, or dashboard owner, you can choose who and how you want other users to collaborate. Sharing permissions are granted using the Sharing Pane. Permissions Levels Owner Access General Access Unlisted Access	Creator Explorer
Sharing Pane	Sharing permissions are granted using the Sharing pane.	Creator Explorer
Single Response Axis	Each record is only ever included in one element of an axis, for example, Gender.	Creator Explorer Viewer
Site	In Harmoni, a company site is created for each client company. Each client’s data and metadata is stored in an independent database. A user can have access to multiple sites across multiple companies. It is within each site that projects reside.	Creator Explorer Viewer
Sort	You can sort ascending/descending and fix project tree items into a particular order.	Creator Explorer
Sources	Allows viewing the data sources associated with your project (Project Owner). You can also upload/connect, remove, delete, and download sources.	Creator
STORIES	One of the key Harmoni entities. STORIES is located in the Global Menu Bar. You can view and manage Stories and the associated story views in the STORIES area.	Creator Explorer Viewer
Story	A story is a collection of saved views. Your views, and stories, can be shared with other users using the share feature.	Creator Explorer Viewer
Summary level data	Summed and/or categorized data that can answer research questions about populations or groups of organizations.	Creator Explorer
Suppress zero	Suppresses items where the numerator is zero. It only appears when nothing is selected in your analysis.	Creator Explorer Viewer
Suppress null	Suppresses items where both the numerator and denominator are zero. It only appears when nothing is selected in your analysis.	Creator Explorer Viewer
T
Three dot menu 3-dot menu	The 3-dot menu displays contextual options related to the entity tile.	Creator Explorer Viewer
Tile Display Filter	Use the tile display filter to show only/all entities based on ownership, favorite, or shared states.	Creator Explorer Viewer
Time slider	When creating an analysis with a time axis, the table automatically scrolls to the far right to show your latest results 'in view'. When choosing to visualize, the line chart also defaults to show the latest periods. The time slider is automatically available at the bottom of the chart. You can slide to reveal patterns over time.	Creator Explorer Viewer
Trendline	After creating an analysis using a line graph, you can visualize the trend by selecting the trend option located in the drop-down menu.	Creator Explorer Viewer
U
Undo	After creating an analysis, if you have made a mistake or want to undo an analysis step; you can use the undo button that appears on the top right of the Harmoni menu bar.	Creator Explorer Viewer
Unlisted Access	Any person in this permission group is able to access the entity (Stories/Dashboards), but only if they have/know the direct link or pathway to it. For Projects, all users must have unlisted access as a minimum for them to see the data associated with the project in the stories and dashboards shared with them.	Creator Explorer Viewer
Upload Data Sources	Upload/import data sources to create a project.	Creator
User-created variables (UCA)	Harmoni allows you to create new items or customized constructions to suit your analysis and reporting requirements. New variables can be created using items that already exist in the project, or with user-entered values.	Creator Explorer
User Roles	Your experience in Harmoni is determined by your user role. Harmoni allows for three distinct levels of access to your site and projects: Creator, Explorer, and Viewer.	Creator Explorer Viewer

V
Value	Any element within your project tree, within an axis, or within an element set inside a grid, can be assigned a numeric value. At analysis, an average of the assigned values automatically displays when crossed against another axis, or for an individual axis by choosing to add the average calculation type from the modify menu.	Creator Explorer
Variable types	In Harmoni, a project contains different items or variable types; these include Headings, Axes, Linked Axes, Grids, Measures, Measure Groups, Weights, and Verbatims. Variables may come straight from the data, or be constructed using other variables from the data or numerical values.	Creator Explorer
Verbatims	Verbatims contain raw text, they are used to analyze open-ended text.	Creator Explorer
View/add sources	Allows you to view data sources in your project and add or update data in your project.	Creator
Viewer	Recipient of created content such as stories, reports, and dashboards. A viewer can access stories, reports, and dashboards that have been shared with them and save their own stories from these shared dashboards and stories.	Viewer
Visualize	The Visualize menu is available after creating an analysis. Select different graph types to visually illustrate relationships in the data.	Creator Explorer Viewer
W
Weight	Weight is a continuous variable with numerical values. Weights are used to adjust the proportionality of the data records. A project can have a default weight. Auto-weights can be applied to specific variables. Weights can also be selected for analysis.	Creator Explorer
X
X-files	Infotools proprietary files read by our legacy desktop application.	Creator

Become familiar with Harmoni terminology

Keyword

Definition

Role

A

ALERTS

B

C

D

DASHBOARDS

E

F

G

H

I

Creator

Invalid Constructions (ERR)

L

M

Viewer

N

O

P

PROJECTS

Q

R

S

STORIES

T

U