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

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  1. Grid -

View
  1. 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

and view options - Select dimensions to drill down into the data in the grid. After selecting data in the grid, you can click the Focus button to get a filtered view of the selected data or click the Matrix button to compare that data side by side. You can then click the Summary button to return to the high-level view of the data. Functions and additional options -
  1. - 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.

  2. 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

columns
timeframe
Take advantage of additional options during your analysis, such as add levels to the grid, view the data in chart format
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