# Take a tour of Flex Modes

Flex Modes provides additional Analytics functionality. It's a set of modes with different functionality to give you more flexibility in the way that you view and analyze your data.

<details>

<summary>Database and user permissions in Flex Modes</summary>

All **database permissions and restrictions** are applied.

Currently, the standard **user permissions** aren't applied and all **profile** settings are ignored.

</details>

{% embed url="<https://phocassoftware.wistia.com/medias/kgcdwm6r03>" %}
Take a tour of Flex Modes
{% endembed %}

In the navigation menu, click **Flex Modes** (underneath Analytics), then select the required database. The database opens in **Flexible Period** mode by default. You can then [switch to another Flex mode](https://docs.phocassoftware.com/analytics/flex-modes/switch-modes).

{% hint style="success" %}
More modes and the new Insights module are coming soon.
{% endhint %}

<div align="left"><figure><img src="https://3905307611-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FitAvDF3MljQXV0rjHRP7%2Fuploads%2F5c0NYw56hEisk97F261M%2FScreenshot%202025-08-06%20at%2014.33.42.png?alt=media&#x26;token=e730d7d4-a9ab-4dde-a690-fe3db91ba6a8" alt="" width="375"><figcaption></figcaption></figure></div>

Flex Modes work much like other Analytics modes, with the same basic layout: toolbar on top, dimensions on the left, and the grid in the center. They include many familiar features plus some unique ones. Their five key elements are identified by the numbers in the image and explained below.

<figure><img src="https://3905307611-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FitAvDF3MljQXV0rjHRP7%2Fuploads%2FRX7yt4Pz2Uwvw4aoPTQN%2Fimage.png?alt=media&#x26;token=18de4e92-722b-49ab-bb93-616f83cf45ae" alt=""><figcaption></figcaption></figure>

### 1. Toolbar

The toolbar at the top has menus you use to change your view of the data, and some action buttons.

#### Menus <a href="#takeatourofflexiblevariancemode-menus" id="takeatourofflexiblevariancemode-menus"></a>

Each Flex mode has its own set of menus but common menus you'll see are:

* **Mode**: This menu lets you switch between the Flex modes. Each mode is a pre-defined view of data that displays particular columns in the grid.
* **Properties**: This menu lets you change the properties (information stored about a dimension) displayed in the grid. The properties menu isn't available in the Summary view; you must select a dimension first.
* **Stream**: This menu lets you change the stream (series of data in the underlying database) displayed in the grid.
* **Measure**: This menu lets you change the measures (numerical data) displayed in the grid. The **Count** option allows you to replace the displayed measure value with the relative count of unique entities in a specific dimension.
* **Period**: This menu lets you change the period (timeframe) that applies to the data in the grid.

#### Action buttons <a href="#takeatourofflexiblevariancemode-functionbuttons" id="takeatourofflexiblevariancemode-functionbuttons"></a>

All of the Flex modes have the following action buttons:

* <img src="https://content.gitbook.com/content/itAvDF3MljQXV0rjHRP7/blobs/43IQtI1ZfvquI4n3iaFM/conditional-formatting.png" alt="" data-size="line">**Conditional formatting**: Apply color coding to columns in the grid based on the rules you create.
* <img src="https://content.gitbook.com/content/itAvDF3MljQXV0rjHRP7/blobs/xAtooInt3yNUUDHLaiGY/image.png" alt="" data-size="line">**Sparklines**: Turn the sparklines on or off.
* <img src="https://content.gitbook.com/content/itAvDF3MljQXV0rjHRP7/blobs/xY5DkoYaaJzJtJ5D7im2/image.png" alt="" data-size="line">**Chart builder**: Open the chart builder tool to [visualize your column data in a chart](https://docs.phocassoftware.com/analytics/manage-columns#chart-a-column).
* <img src="https://content.gitbook.com/content/itAvDF3MljQXV0rjHRP7/blobs/9vLz7HkdYw9hRCmrnL3i/image.png" alt="" data-size="line">**Save as favorite**: [Save your analysis as a favorite](https://docs.phocassoftware.com/analytics/flex-modes/save-and-share-a-favorite)
* <img src="https://content.gitbook.com/content/itAvDF3MljQXV0rjHRP7/blobs/UtgFsaCWaSOnbgVmcTxy/image.png" alt="" data-size="line">**Export**: Export the data as a CSV file.

### 2. Focus and Reset buttons, and filter bar

The **Focus** button [filters the data](https://docs.phocassoftware.com/analytics/flex-modes/filter-data) in the grid and activates after you select a dimension. The Reset button returns the grid to its original state. Use the filter bar for quick keyword searches or to open the **Advanced filter** pane. Applied filters show as tags on the filter bar’s right-hand side to help you track changes.

When you are working with a [calculation column](https://docs.phocassoftware.com/analytics/flex-modes/manage-columns), the filter bar transforms into the **fx** (formula) bar, making it easy to identify and understand the formulas used to calculate the values in the grid.

### 3. Dimensions

The panel on the left displays the list of [dimensions](https://app.gitbook.com/s/7pj8v25BOyqZTdG5mdD1/getting-started/dimensions), as in other modes. However, there are two additional features:

1. The **Nest view** feature sits right above the dimensions, making it easy to drag and drop at least two dimensions into the **Nest view** dropzone to get a [nested grid view](https://docs.phocassoftware.com/analytics/flex-modes/create-a-nested-view) (with levels you can expand and collapse).
2. When you have many dimensions, a **filter** displays above the dimension list to let you quickly find a particular one. Start typing the name of a dimension you're interested in, and the list is instantly filtered to show only the dimensions containing those letters.

### 4. Tabs

The tabs at the bottom of your screen provide different views of the data. These views mirror each other; they're based on the same data selections. For example, if you're looking at the grid and you change the period, when you go to the **Chart view** tab, that period is applied there too. In addition to responding to changes you make using the menus in the toolbar, the data and charts update according to the filters you apply and the dimensions you select.

<figure><img src="https://content.gitbook.com/content/itAvDF3MljQXV0rjHRP7/blobs/mHJfaWmbrs54u6TYFmCO/image.png" alt="Screenshots of the grid, chart, and transaction view tabs."><figcaption></figcaption></figure>

* **Grid view**: This tab opens by default. This is the standard Phocas grid you're familiar with, where you view and analyze your data. For best results, filter and focus on data here before switching to another view.
* **Chart view**: Click this tab to view pre-built charts that allow you to visualize the data in the grid. These charts were created by Phocas for displaying the data in this particular mode. They save you time, as you don't need to create them yourself. It is possible for you to [create your own charts](https://docs.phocassoftware.com/analytics/manage-columns#chart-a-column) and add them to this tab.
* **Transaction view**: Click this tab to view the list of transactions that make up the data you see in the **Grid view** tab. See [View transactions](https://docs.phocassoftware.com/analytics/flex-modes/view-transactions).

### 5. Grid

Just like in other places in Phocas, the grid is where you view and analyze your data. Each Flex mode has its own custom-built grid corresponding to the menus in the toolbar, along with the following features:

* **Right-click menu**: A context menu that displays when you right-click a cell in a particular column. This is a handy way to do an advanced filter based on a condition directly from the grid.<br>

  <div align="left"><figure><img src="https://content.gitbook.com/content/itAvDF3MljQXV0rjHRP7/blobs/IeAHYJb2uAInyO1qmrx4/image.png" alt="" width="170"><figcaption></figcaption></figure></div>
* **Internal links:** [Internal shortcut links](https://app.gitbook.com/s/vQCmtGTR7MsjcI62Vdki/designer/modify-a-database#add-shortcut-links) configured by your administrator that you can use in the Flex Modes grid. For example, you can select a customer to open their scorecard dashboard or create a CRM task.<br>

  <div align="left"><figure><img src="https://3905307611-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FitAvDF3MljQXV0rjHRP7%2Fuploads%2F8JLy9wEpPV8PUBJioZPI%2Finternal%20links%20supported.png?alt=media&#x26;token=062398d2-a654-4044-a743-2dec2090131a" alt="" width="253"><figcaption></figcaption></figure></div>
* **Sparklines**: A column of mini charts amongst the data. Sparklines illustrate the trends over the period in a graphical format, allowing you to identify changes, trends and anomalies at a glance. For example, a sharp decrease in the sparkline might signal a drop in sales, something worth investigating.<br>

  <div align="left"><figure><img src="https://content.gitbook.com/content/itAvDF3MljQXV0rjHRP7/blobs/a0RojaL6Pdl0zESPaxYf/image.png" alt="" width="114"><figcaption></figcaption></figure></div>
* **Freeze properties:** A setting that keeps selected property columns fixed while you scroll horizontally through measure columns. This helps maintain context (such as Code, Name, or Country) during analysis. All selected property columns are frozen together, and the setup can be saved to a favorite.<br>

  <div align="left"><figure><img src="https://3905307611-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FitAvDF3MljQXV0rjHRP7%2Fuploads%2FzR1FPfBGOwS1UIBkNRuH%2Ffreeze%20properties.png?alt=media&#x26;token=717cf4d6-18d2-4693-afe9-348d29ccac61" alt="" width="375"><figcaption></figcaption></figure></div>
