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    • Take a tour of Analytics
    • Work with the grid
    • View a summary of the data
    • Customize your view (Analytics)
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      • Change the properties (Analytics)
      • Change the measures (Analytics)
      • Change the stream
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      • Change the period (Analytics)
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      • Configure the chart options
      • Select and focus on a chart segment
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    • Save favorites and add to dashboards (Analytics)
    • Reset data
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  • Flex Modes
    • Switch modes
    • Change the period (Flex Modes)
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    • Create a nested view
    • Manage columns (Flex Modes)
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    • View your data in a chart (Flex Modes)
  • Financial Statements
    • Take a tour of Financial Statements
    • Overview of access to financial statements
    • Customize your view (Financial Statements)
      • Change the properties (Financial Statements)
      • Change the measures (Financial Statements)
      • Change the period (Financial Statements)
      • Change the streams and scenarios
        • Change the budget data
      • Change the columns
      • Change the style
      • Change the rows (activity filter)
    • Filter the financial information
    • Select and focus on data (Financial Statements)
    • Copy or export financial information
    • Add a level in a financial statement
    • View financial information in a matrix (change column groups)
    • Add and view comments (Financial Statements)
    • View transactions (Financial Statements)
    • View financial information in a chart
      • Create a Pie and Donut chart (Financial Statements)
      • Create a Value card
      • Export a financial chart widget as an image
    • Save and share favorites (Financial Statements)
    • Add financial analysis to a dashboard
    • Manage financial statements
      • Overview of financial statements and dimensions
      • Create a financial statement
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      • Customize a financial statement
        • Rename a financial statement
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        • Customize account groups
        • Customize calculations
          • Functions for Profit & Loss calculations
          • Formulas for financial ratios
        • Customize headings and spacers
        • Set the revenue row in a Profit & Loss statement
        • Customize columns
        • Customize a Cash Flow statement
          • Common account mapping for Cash Flow statements
        • Rebuild the database
      • Set the financial year end date
      • Map the Retained Earnings account(s)
      • Restrict access to accounts
      • Manage streams and scenarios
        • Manage budget streams (Financial Statements)
      • Create a budget (Financial Statements)
      • Use statistical streams
      • Use multiple currencies
      • Manage dimension groups
      • Map categories from your Chart of Accounts
  • Budgets & Forecasts
    • Overview of key terms and concepts
      • Budgets versus forecasts
      • Users and data access
      • Relationship with the Financial Statements module
      • 3-statement budgeting
      • Filtering methods
      • Demand planning
      • Loan repayments
    • Take a tour of Budgets & Forecasts
      • Explore the budget workbook
      • Explore the forecast workbook
      • Explore the Balance Sheet and Cash Flow budgets and forecasts
    • Customize your view (Budgets & Forecasts)
      • Filter a worksheet (search for items)
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      • Spread totals
      • Revert to the baseline values
      • Edit the Balance Sheet budget
      • View and use headcount data
    • Refresh a workbook
    • Use workflows
      • Contribute to the workflow
      • View the workflow history
      • View workflow comments
    • View budget information in a chart
    • Open baseline, comparative, or opening balance data
    • Review the budget or forecast
      • Add and view cell comments
      • View and restore the cell history
      • View the audit log
      • Compare actuals, budgets and forecasts
    • Export a workbook or worksheet tab
    • Manage budgets and forecasts
      • Create a budget workbook
        • Best practices for efficient budgeting
        • Filtered budget or forecast
        • Budget by region and branch
        • Multi-currency budget
        • Unclassified data
        • Period types in budgets
        • Additional measures for driver-based budgeting
      • Create a forecast workbook
      • Clone a workbook
      • Import a budget or forecast
      • Edit the workbook setup
      • Roll a budget forward
      • Add more detail to a budget or forecast
      • Add worksheet tabs (drivers)
        • Balance Sheet and Cash Flow tabs
        • Manual Entry tab
        • Database tab
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          • Headcount tab FAQs
        • Reference tab
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        • Allocations tab
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      • Manage worksheet tabs
      • Add notes to a workbook
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      • Manage user access and notifications
      • Publish a budget, forecast or other worksheet tab
      • Fix the baseline in a budget
      • Delete or restore a workbook
      • Delete a stream (Budgets & Forecasts)
  • Rebates
    • Overview of rebates
    • Get started with Rebates
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    • Calculations
      • Run a calculation
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    • Rebates analysis
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  • CRM
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    • Overview of access to data (Administration)
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    • Profiles
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      • Add a budget file to a financial database
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    • Sync
      • Automatically join or split items during Sync (split view)
      • Schedule the sync process
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    • Reserved words and characters
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  • OTHER INFORMATION
    • File upload
    • Encrypt (share secrets)
    • Glossary
    • Release notes
      • Analytics release notes
      • Flex Modes release notes
      • Financial Statements release notes
      • Budgets and Forecasts release notes
      • Rebates release notes
      • Administration release notes
    • System requirements
    • Technical limitations
    • Security information
    • Scheduled upgrade and maintenance periods
    • More help and support
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On this page
  • Add levels to create a nested grid
  • Change or reorder the levels
  • Expand or collapse levels
  • Change the properties
  • Resize and reorder columns
  • Continue your analysis
  • Export the data
  • Exit out of the nested grid

Was this helpful?

  1. Analytics

Add levels to the grid (grid nesting)

Create a nested view of the data with expandable levels of detail.

PreviousSearch for similar or comparative data (right-click filter)NextCompare data with Matrix mode

Last updated 29 days ago

Was this helpful?

The Nest feature allows you to add up to four levels to the grid, to group the data into a nested view. This alternative view makes the data easier to interpret, as you can review the contribution of different items within the overall results. It also allows you to create reports, in which you define the hierarchy of the data that displays. The data is initially displayed at the highest level, which you can then expand to view the lower level of detail.

You might want to use the Nest feature, for example, to:

  • Get an overview of customer sales but also view data about the customers' purchases.

  • View your product data at a fine level of detail but also group it by product class and sub class.

Add levels to create a nested grid

The order in which you add the levels determines the highest to lowest levels but you can reorder them later. You can also switch between base level dimensions to change the lowest level of detail.

For example, suppose you want to analyze the revenue values at different levels in your data. You want to start with a high level summary of revenue by product class, then drill down into the sub class level, then drill down further to the lowest level of detail to view the revenue by individual product. In this example, you need to add two dimension levels (Product Class and Product Sub Class) and select the Products dimension as the base level dimension.

  1. Prepare the data in the grid - you might want to filter the data or focus on specific items before adding levels.

  2. Select the base level or view level dimension (Products). This is the dimension you want to view at the lowest level of detail in the grid. In other words, when you expand all the levels, this is the dimension at the bottom of the hierarchy.

  3. Click the Nest button in the top right bar above the grid. The button turns green to indicate the feature is active and the Levels box displays above the grid. The grid changes appearance slightly, to allow for expand/collapse movement but the usual tools and functions remain available.

  4. Click and drag the other dimension (Product Class) over the drop zone in the Levels box then, when the drop zone turns grey, release your mouse to drop in the dimension and add the level.

  5. Repeat the above step to add another dimension (Product Sub Class) as the next level.

Change or reorder the levels

You can make changes to the dimensions you add as levels; the grid updates automatically. The order in which the dimensions display in the Levels box determines how the levels are organized in the grid.

  • Change your base level: Select a different dimension. The levels remain unchanged but the lowest level of data updates accordingly.

  • Add another level: Drag a new dimension into the drop zone in the Levels box. You can add a maximum of four levels, so you might need to remove a dimension first, if you already have four selected.

  • Remove a level: Click the X button on the dimension in the Levels box.

  • Change the order in which the levels display in the grid: Click the Move button on a dimension in the Levels box, then drag that dimension to the left or right of the other dimension(s) to the new position.

Expand or collapse levels

Expand the rows in the grid to view the lower level data.

  • Click the Expand/Collapse All button in the top left of the grid to expand/collapse all rows to the next level, then click it again to expand/collapse all rows to the subsequent level and so on.

  • Click the Expand/Collapse button of a particular row to expand that level. Following the example above, the Product dimension is at level 1 (highest level), the Primary Group dimension is at level 2 and the Secondary Group dimension is at level 3 (base level).

Change the properties

Properties (information) for the selected dimensions display as columns in the grid. By default, the Code and Name property columns display. You can't turn off the Code property because it’s required to link the nested rows together correctly. However, you can turn on/off other properties to determine the information that displays in the grid. Rather than the simple menu-style list of properties displayed in most modes, the Properties window allows you to make selections for each level.

Resize and reorder columns

You can change the width and position of the columns in the nested grid, so you can view all the important information, in the optimal position.

Resize columns - Hover over the column header to display the blue resize icon, then click and drag that icon to resize the column. The new column size persists after you refresh of data.

Reorder columns - The Code column is fixed to be the leftmost column in the grid but you can reorder any of the other property columns within the properties section of the grid. Similarly, you can reorder grouped measure columns within their respective groups. You can also reorder ungrouped measure columns throughout the grid.

Continue your analysis

Export the data

Exit out of the nested grid

To return to the default grid, click the Grid button or Reset button.

Watch this Phocas Academy video:

Continuing with the example above, where six properties display (Code and Name for each of the three dimensions), suppose you also want to view the stock level for each product. You add the Stock on Hand property to the grid. See for more information.

In addition to changing the properties (above), you can change the mode, period, and other items in the grid. See for more information.

You can also carry out the usual tasks within the grid, such as sort the data and freeze the properties. See for more information.

You can save your nested view of the grid as a or add it to a as a widget.

As with data on the main grid, you can the data in a nested grid to Microsoft Excel. The default XLSX export includes totals and nesting functionality. If this is not what you want, use the CSV export option instead.

Add levels to the grid (nesting)
Change the properties
Change your view of the data
Work with the grid
favorite
dashboard
export