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Dimensions are data sets that appear as buttons down the left of the screen in both grid and chart view. Common dimensions are customers, products, sales reps, regions, vendors, accounts, and so on. When you select a dimension it turns blue, as shown in the image below.
Some dimensions have a subset (group) of dimensions. E.g., in the image below 'Product group' and 'Category' are grouped under 'Products'.
Dimension properties
Properties (dimension metadata such as name, code, customer address, etc) are displayed as columns. By default, Phocas displays code and name. To display more properties simply tick as required from the Properties menu, or create your own custom property.
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Select a dimension
Step 2. Select a dimension. The selected dimension button will turn blue and the data displayed in the grid will change accordingly. In the image above, the 'Products' dimension has been selected and the grid displays product data.
Combine dimensions
You can easily slice and dice data in Phocas by combining dimensions.
Step 1. Select and focus on a dimension. Selecting without focusing results in the same information; however, focusing removes other data from view.
Step 2. Select a second dimension. The resulting records displayed will depend 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 grid, as shown below. These are the 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.
Default settings for dimensions
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When you first select a dimension the data displayed will reflect the default settings for dimensions in that database. The row number is always the first column. The other columns are based on default settings, sorted by total in ascending order. Sales database defaultsIn a sales database, which is one of the most common databases in Phocas, the default columns are:
The columns displayed will change as you select different periods, modes, properties and so on. |
Adding or changing dimensions
Dimensions can be added or changed by an administrator.