'Focus' on data
Selecting Focus in isolates your selection and removes all other data from the grid. When you focus, any totals or averages shown will only relate to your focused rows of data.
To to this, select the row, or rows, of data you want to isolate and then select the Focus button, shown below.
The number of rows you have focused on will be shown in brackets on the blue dimension button.
Excluding
Exclude data from analysis
If you want to exclude certain entities from your analysis, you can use choose to Exclude selections. This essentially is a type of 'Focus' that uses a 'not equal to' selection. There are two ways of doing this:
Use 'not equal to' in advanced search
- Add Entity selection using the green plus symbol .
- Change condition from "Equal To" to "Choose 'Not Equal To'".
- Select Entitiesthe entity or entities to exclude. In the screenshots below, we want to see results for the UK and US but not for Australia.
- Apply.
Right-click from the grid
- Select some entities.
- Right-click and select 'Exclude Selections'.
When a 'not equal to' selection is active on a dimension, it is displayed with an exclamation mark on the dimension button and on the status bar.
Example - remove very large customers from analysis using 'exclude selections'
The grid below shows customers for the last three months. The top four customers each have significantly higher sales than any of the other customers, so we want to look further into our results without them in the picture.
- Select the top four customers.
- Right-click and choose Exclude selections.
The grid updates without those customers and in the image below the number of results shown in the bottom right-hand corner has fallen from 1,634 to 1,630. The status bar and the dimension button will show the number of excluded selections with an exclamation mark.
The right-click option is not available when:
- The code is not visible and more than one property is visible.
- There is an existing 'Or' group selection on the dimension.
Clearing and resetting
Excerpt |
---|
Clearing (or 'unfocusing')Once a row has been focused on, a 'clear' option (shown with an 'X') appears to the right of the relevant dimension, as shown below. Clicking the 'X' will 'unfocus' whatever has been focused on in that particular dimension. You do not need to have the relevant dimension active in order to clear. |
To retain your selections, click on the top left cell in the grid before clearing. All rows will reappear, but your previous selections will still be highlighted. Note: Your selections may not always appear on the screen, as they may be listed on another page. You can click through the pages using the arrows at the bottom of the grid.
The two images below illustrate how this works. Clicking the top left cell before clearing the 'x' against the Territory dimension has retained the selections so they appear highlighted in the second image.
Resetting
Use Reset, shown below, to cancel an existing analysis and start again.
Reset will clear all focused dimensions and deselect selections. Most buttons will revert back to their default settings, apart from stream.
What it does reset:
- Anything that has been focussed on
- Mode (back to the default)
- Properties (back to the default)
- Measures (back to the default)
- Activity Filter (back to the default)
- Format
- Kind (back to the default)
- Basic Search
- Advanced Search
- Quick Filter
- Options > Hide Dimensions
- Options > Hide Status
- Options > Monochrome Exports
- Favourites and Alerts. That is, it doesn't take you back to the original favourite or alert - instead it removes the favourite /alert title and replaces it with the title of the relevant database, and then follows all the other rules in these lists.
What it doesn't reset:
- Period
- Stream
- Locked Selections
- Doesn't clear any text in the search box
- Dimension (i.e. reset leaves you in your current dimension and doesn't take you back to the summary dimension)
- Options > Show Others
- Options > Totals as Average
- Options > Show Net Zero
- Options > Hide Total
- Options > Month To Date
- Additional Transaction Mode Properties
note above points from What should the Reset button do?
Info | ||
---|---|---|
| ||