The grid at a glance
xxx to come with replacement (annotated) screenshot.
Phocas tools
- Summary
- Dimensions
- Modes
- Properties, Measures and Streams
- Periods
- Activity filter, format and other view settings
- Lock selections
- Export
- Search
- Chart view
- Focus and reset
- Matrix
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 near the search box. This opens a dialog displaying these.
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.
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.
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 
icon, but it may take much longer for the screen to load.
Freeze properties
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.
Information displayed in Status bar
Setting
How information displays
Custom period
If a /wiki/spaces/DOC/pages/1082414 has been set, the current start and end dates will display next to a clock icon. If /wiki/spaces/DOC/pages/1082404 or /wiki/spaces/DOC/pages/1082418 is selected, or if you are in /wiki/spaces/DOC/pages/1082433, the status will also display the previous start and end dates in brackets.
'Focused' items
Anything that has been selected and /wiki/spaces/DOC/pages/1082413 will appear next to a filter icon and the /wiki/spaces/DOC/pages/1082317 name. The code(s) of the focused items will be displayed in brackets. If more than three items have been focused on, only the count will appear in brackets.
Search criteria
/wiki/spaces/DOC/pages/1082427 criteria will appear next to a filter icon and the /wiki/spaces/DOC/pages/1082317 name. The search term, plus any search criteria (such as 'like'), will be displayed in brackets.
Advanced Search criteria
/wiki/spaces/DOC/pages/1082285 criteria will appear next to a filter icon and the /wiki/spaces/DOC/pages/1082317 name. The search criteria (including any calculations) will be displayed in brackets.
Matrixed items
Items that have been /wiki/spaces/DOC/pages/1082381 will appear next to a matrix icon and the dimension name. Only the count will appear in brackets.
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.
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.
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.
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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