Selecting a dimension
When you select a dimension it turns blue and the data displayed in the grid changes accordingly. In the image below, the 'Products' dimension has been selected and the grid displays product data.
What is displayed
- Columns are sorted by total in ascending order.
- Negative figures are shown in red.
- Cells that do not contain data are shaded green.
- If the data in the Code column is blue it indicates a link is available.
- Dimensions that have selections will be indicated by numbers in brackets.
Sub groups
Some dimensions have a subset (group) of dimensions, e.g., in the image above 'Product group' and 'Category' are grouped under 'Products'.
Dimension properties and measures
- Properties (dimension metadata such as name, code, customer address, etc) are displayed as columns. You can select properties to display or create your own custom property. Learn more about properties
- Measures are data values relating to dimensions, displayed as columns. You can select single or multiple measures, change their format or customize (define) your own measure. Learn more about measures.
Clearing selections from a dimension
Once you select a row, or rows, a 'clear' option (shown with an 'X') appears to the right of the relevant dimension, as shown below. You do not need to have the relevant dimension active in order to clear.
Selecting multiple dimensions
You can easily slice and dice data in Phocas by selecting multiple dimensions - in effect, combining dimensions.
Step 1. Select a dimension and focus on some data. Selecting without focusing gives you the same information; however, focusing removes other data from view and retains the selection when you move to the next dimension.
Step 2. Select a second dimension. What you see now depends on your previous selections, e.g. if you select and focus on sales reps 'Fred' and 'Daisy', and then move to the 'Customer' dimension, only customers who have purchased from 'Fred' and 'Daisy' will appear.
Example
'Which customers are buying items supplied by a particular vendor from sales rep Alan in the South East region?' This question can be answered by following the steps below:
You will see a list of customers in the South East who are buying items from 'Alan' that came from your chosen vendor. Dimensions that have selections are indicated by numbers in brackets next to the dimension name.