Use Transaction mode

Transaction mode takes the data currently displayed in the grid and replaces it with the relevant individual transactions. It provides the most detailed view of data, allowing you to see the base transactions, such as invoice lines. 

Typically, you would not use Transaction mode in Summary view. It is best to filter the data first, to narrow down your search, as you cannot select or focus on data once you are in Transaction mode. See the example below or watch the video on the right to learn how to prepare your data for Transaction mode.

Open Transaction mode

After you have filtered the data, there are two ways of opening Transaction mode:

• In the functions menu, click Mode > Transaction.

  

• In the grid, right-click a cell containing transactional information and select Transactions. Note that this action will change your selected period, even after you leave Transaction mode or reset the grid.

  

View transactions

When you open Transaction mode, by default, only 10,000 transaction rows are shown, although an administrator can change this limit. When Transaction mode is active, the Summary button is blue.

Initially in Transaction mode, the grid displays columns for the active properties (such as Code and Name) for the selected dimension, plus a column for all active measures. You can customize this view of the transactions via the Properties menu, which behaves differently in Transaction mode (see below). 

Customize Transaction mode - change the properties 

As mentioned above, the Properties menu behaves differently in Transaction mode.

1. Click the Properties button. A window displays with the properties of all dimensions in the database, as well as the transaction properties.

2. Select the items you want to display as columns in the grid and click Apply.

   

Search for transactions

In Transaction mode, you can search for individual transactions that meet certain conditions. For example, you might want to find a particular invoice, or instances where cost is greater than value, which you might use to look for 'giveaways' or other behavior affecting the sales value. You can find this information by performing advanced search on properties and measures.

In Transaction mode, the Advanced Search window displays the name of the stream above the dimensions. This is the only mode in which you will see this. 

Close Transaction mode

Click any dimension to close Transaction mode and return to the default Period mode.

Example - Use transaction mode

Use Transaction mode in the Sales database to view individual invoice lines within a customer account. 

1. Prepare your data:

   1. Click the Customer dimension.

   2. Select a customer (100195) and click Focus.

   3. Click Period > Previous Month.

   4. Click Measures > Quantity and Local Value. The grid displays the following columns: Code, Name, Local Value and Quantity.

2. Select Mode > Transaction. The grid now displays the following columns: (Invoice) Date, Order Number, Invoice Number, Source, Code, Name, Local Value and Quantity.

3. Change the properties:

   1. Click Properties.

   2. Remove the Order Number and Source properties and keep the other selected properties, then add the following properties: Product Code, Product Name and Sales Rep Name.

   3. Click Apply. The grid updates to display the new columns layout. You can see the value and quantity of the products purchased, as well as the invoice date and number and Sales Rep, as illustrated in the image in the View transaction section above.