Take a tour of Analytics

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.

Open

1. 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.

2. 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.

3. 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.