After creating an analysis (An analysis is a table/chart created by dragging variables from the project tree into the analysis zone of Harmoni) , you have the option to interact with the settings and change as needed to suit your specific reporting requirements. You can do this using the options available in the modify menu.
The options under format allow changing the values or calculation types displayed in your analysis. Any row or column in an analysis can display different values including counts (weighted or unweighted), percentages, averages, etc.
The modify menu is available to Creators and Explorers. Viewers can also interact with these features when they have access to dashboards, or stories, where the analysis can be zoomed.
In this article:
- Add/Replace switch
- Analysis value options (count, percentages, bases, averages, etc.)
- Display settings adjustment
- Rounding in Harmoni
1. Add/Replace Switch
The add/replace switch, in the modify menu, enables the creation of tables that show either a single calculation type (using replace) or multiple calculation types (using add).
a) Replace
While the add/replace switch is on replace, any calculation type selection will replace the calculation type for the cell(s) currently selected. If no cells are selected the new calculation type is applied to the entire table).
b) Add
Adding calculation types will follow the pattern of your table.
- In an analysis with a single axis, where there are already two calculation types in the across direction (e.g., Total row as counts and elements as percentages), new calculation types are added as a new column. The only exception is when adding differences (DIFF).
- In an analysis with a cross-tab or a grid, where there are two calculation types in the down direction, new calculation types are added as a new row. The only exception is when adding differences (DIFF).
Harmoni will only allow you to add calculation types in the same direction (down or across). For example in a cross-tab where there are two calculation types in the down direction, even when you select a column the option to add/replace won't be available. The only exception is when adding differences (DIFF).
To have multiple types in the other direction:
- Use the replace option to change your analysis to have just one calculation type.
- To start adding calculation types to the columns, first select the columns and use add mode.
- To add to rows, select the rows and then use add mode to add additional calculation types.
Learn more about analysis default settings.
2. Analysis value options
Icon | Option | Description | ||
Standard Axes |
Measures | Options | ||
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Weighted count |
Weighted count of data records for an element. If there are no weights this is the same as the unweighted count (u123). |
Weighted count of data records with a value. |
Decimal Options |
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Unweighted count |
Unweighted count of data records for an element. |
Unweighted count of data records with a value. |
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Percentage |
Weighted count divided by the weighted Base.
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Weighted count of data records with a value in the measure divided by the count of data records included in all measures in the dimension. |
Decimal Options |
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Unweighted base |
Unweighted count of data records in Base. |
Unweighted count of data records included in any measure in the dimension. Unweighted sigma base doesn't have an icon in the modify menu. It will show when the analysis includes a measure. In an analysis with a measure or average, add mode will ad the uB, and replace mode will replace with |
Decimal Options |
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BaseLearn more about Analysis Bases. |
Weighted count of data records in Base. If there are no weights this is the same as the unweighted base (uB). |
Weighted count of data records included in any measure in the dimension. Sigma base doesn't have an icon in the modify menu. It will show when the analysis includes a measure. In an analysis with a measure or average, add mode will ad the B, and replace mode will replace with
|
Decimal Options |
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Differences |
Difference between an element and the reference. |
Difference between the measure and the reference. |
Decimal Options |
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Indices |
Proportional difference between an element and the reference. |
Proportional difference between a measure and the reference. |
Decimal Options |
Available when showing a measure |
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Averages |
Standard Axes with values Summ of values divided by the count of data records with value. |
Summ of values divided by the count of data records with value. |
Decimal Options |
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Sum Value Percentage |
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Weighted sum divided by the sum of values across all measures in the dimension. |
Decimal Options |
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Sum Value |
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The weighted sum of values in the measure. Sum of values across all respondents in the cell. |
Decimal Options |
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Unweighted Sum Value |
The unweighted sum of values in the measure. |
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3. Display settings adjustment
a) Decimal Options
You can select the number of decimals to display using the decimal options.
- Icons that display an arrow at the bottom, allow expanding.
- Up to four decimal places can be selected for values that have this option.
- Decimal places are set independently for each value type.
b) Base Options
There are different base options available in Harmoni.Cell Base
This is the default selection, as typically the desire is for bases in the analysis to be cell-based.
- Each column has a different base for column-based percentages.
- Each row has a different base for row-based percentages.
Total Base
Percentages and/or averages are calculated by dividing the counts for an individual cell by the table total (usually on the top-left cell of the table).
Total Base (Totals Only)
This option allows for the Total row to have a different directional base to the rest of the table.
Apply Total Filter to Base
For analysis containing an applied base.
c) Format Options
4. Rounding in Harmoni
Harmoni applies Bankers rounding.
Bankers Rounding is an algorithm for rounding quantities to integers, in which numbers that are equidistant from the two nearest integers are rounded to the nearest even integer.
We round 0.5 to the nearest even digit.
Example:
- 7.5 rounds up to 8 (because 8 is an even number)
- but 6.5 rounds down to 6 (because 6 is an even number)
Bankers rounding is unbiased. Over the course of many roundings, all the .5's will round equally up and down. This gives a better estimation of actual unrounded results. For example, the sum of the rounded values will be close to the sum of the unrounded values.
Other common rounding methods such as rounding-up in Excel will, over a large number of rounded values, bias away from the unrounded total.
Bankers rounding (or Round half-to-even) is the default rounding mode used in IEEE 754 computing functions and operators.
Rounding on Export
- When exporting to Excel, Harmoni exports numbers with the same number of decimal points as shown in Harmoni.
- When exporting to PowerPoint graphs, Harmoni plots the full number, but display the rounded number.
- For example, in a graph, we plotting 2.61 and 2.65, so the 2.61 appears lower, but they both show 2.6.
- When exporting to PowerPoint tables, Harmoni exports numbers with the same number of decimal points as shown in Harmoni.