The Phocas grid

The grid at a glance

xxx to come with replacement (annotated) screenshot.

Phocas tools

• Summary 
• Dimensions
  
• Modes
• Properties, Measures and Streams
• Periods
  
• Activity filter, format and other view settings
• Lock selections
• Export
• Search
• Chart view
• Focus and reset
• Matrix 

Information button

Sometimes you want to review the selections you have made during your analysis and what properties, streams, measures, filters etc are involved. You can see all your current selections and settings via the Information button  near the search box. This opens a dialog displaying these.

Record count

Record count appears in the bottom right corner of the grid once a dimension has been selected. It displays the number of rows of data on all pages, regardless of how many rows are showing on the screen. 

The count is affected by the period and any selections or filters that have been applied. 

Switch to chart view 

If you prefer to see your summary as a chart select the Chart icon, shown below. Your screen will automatically update to show a simple chart, typically a bar chart. The same information is presented, just in a different format.

Show all rows

By default Phocas restricts the number of rows shown on the grid, to allow faster viewing. If there are more than 100 rows, Phocas automatically adds more ‘pages’, which you access using the arrows in the footer (as shown below).  

You can change this by selecting the Paginate   icon, but it may take much longer for the screen to load.

Freeze properties

When you are viewing a lot of columns, and scrolling across the grid, it can be useful to freeze the property columns (e.g., name, suburb) so that only the measures scroll. This way these columns stay in view while you scroll. 'Code' is always frozen.

Select the 'Freeze' icon on the grid footer to toggle on and off.

The icon is bluewhen properties are frozen.

Example

With Freeze properties selected: 'Name' column remains in view while the user scrolls horizontally to see other measures. The 'freeze' icon (bottom left) is blue.

Status bar

The status bar (sometimes called 'breadcrumbs' by users due to its appearance) displays the various selections and settings you have applied. It displays 'focused' selections, search criteria, matrixes and custom periods. 

Information displayed in Status bar