Page Comparison

The grid at a glance

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Phocas tools

• Summary button
• Dimensions
  
• Modes
• Properties, Measures and Streams
• Periods
  
• Activity filter, format and other view settings
• Lock selections
• Export
• Search
• Chart view
• Focus and reset
• Matrix 

Status bar 

The status bar (sometimes called 'breadcrumbs' by users due to its appearance) displays the various selections and settings you have applied. It displays 'focused' selections, search criteria, matrixes and custom periods. 

New t/c. ability to 'click off' selections from status bar. More about the status bar

Information button

Sometimes you want to review the selections you have made during your analysis and what properties, streams, measures, filters etc are involved. You can see all your current selections and settings via the Information button Image Removed near the search box. This opens a dialog displaying these.

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Show all rows

By default Phocas restricts the number of rows shown on the grid, to allow faster viewing. If there are more than 100 rows, Phocas automatically adds more ‘pages’, which you access using the arrows in the footer (as shown below).  

You can change this by selecting the Paginate _{Image Removed}  icon, but it may take much longer for the screen to load.

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Freeze properties

Record count

Record count appears in the bottom right corner of the grid once a dimension has been selected. It displays the number of rows of data on all pages, regardless of how many rows are showing on the screen. 

The count is affected by the period and any selections or filters that have been applied. 

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Switch to chart view 

If you prefer to see your summary as a chart select the Chart icon, shown below. Your screen will automatically update to show a simple chart, typically a bar chart. The same information is presented, just in a different format.

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In Phocas, when you open an operational database (such as Sales, Purchasing, or Inventory) via your homepage, dashboard, or some other means, it opens in the Analytics module. Analytics has three key elements, as identified by the numbers in the image.

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1. Grid - Displays your data your records and measures. This is where you view and analyze your data to uncover important insights and get answers to your questions. Initially, the grid displays a summary view of the data (aggregation of transactions) in the underlying database. This high-level overview of the data is the starting point for your analysis. As you drill down into the data, the grid updates accordingly.

2. Dimensions - A list of the types of records you can display in the grid, such as Sales Rep or Product Class. Select a dimension to drill down into the data.

3. Menus and action buttons - Several menus (each providing a list of options) and action buttons you can use to:

   • Change your view of the data in the grid, such the properties, measures and data stream that display and the time period that applies. You can also change the mode, which is a pre-defined view of data that displays particular columns in the grid.

   • Take your analysis results further, such visualize the data in a chart or export the data to another application.

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Videos Explore the analysis grid (Academy) Grid 101 (PUG Training Series)