The toolbar on the right above the grid contains additional tools you can use to further customize your view of the data in the grid or chart.
The options, as they display from left to right in the toolbar, are described below.
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Conditional formatting
Apply a color code to cells, based on rules that you create. This option might not be available in your Phocas site.
Grid
View the grid (when you are in a Chart view).
Chart
Nest
Options
Display a list of options available for the selected mode and settings:
Month to Date
User permission: Query > Month To Date
When selected, allows you to compare data for the current month to date (see below) with the corresponding number of days in a comparison (previous year) month.
Depending on what time your overnight database updates occur, Month To Date might use the day prior to yesterday as its reference point.
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This option is available:
For defined periods that are based on the Month period type. Typically, Month to Date is used when your period range (both current and previous) is set to a single month. This option is also available if your period range spans several months, however, the range must not exceed 12 months, and the range must not project into the future.
In Summary view only (when no dimension is selected): Period and Stream modes. Both the current and previous periods need to include the same month for each respective year.
When a dimension is selected: Variance, Stream, Period Stream, Period Variance, and Matrix Variance modes. The displayed periods need to include the current month.
This option has the following impacts on the grid:
When it is turned OFF (default*; checkbox is clear), the data in the current calendar month (Current column) is based on the transactions so far, up to today. Whereas, the data in the corresponding month in the previous year (Previous column) is based on the transactions for the whole of that month. In this case, a like-for-like comparison is difficult.
*Administrators might set the Month to date option to be turned on by default.
When it is turned ON (checkbox is selected), the data in the corresponding month in the previous year (Previous column) updates; only the transactions up to the same day of the current month are included. In this case, a like-for-like comparison is easy.
For example, if today is the 7th of the month, the data in the Current column would typically include transactions from the 1st to 6th of the month. In the first image below, the Month To Date option is turned off, so the data in the Previous column is based on the full month of transactions. Whereas, in the second image below, the Month To Date option is turned on, so the data in the Previous column includes only the transactions from the 1st to 6th of the month. The values in the two columns are now more comparable.
Example: Compare data for part of a month
Use the Month To Date option to compare data for the first few weeks of February with the same part of the month in the previous year. Assume today's date is 16 February 2017. You want a like-for-like comparison with the first 15 days in February last year (2016).
Set your date range to display data from this February and last February: Click Period > Custom, then set the Current Period to start and end in February 2017. The Previous Period automatically changes to start and end in February 2016. Click Apply.
Click the Customer dimension.
Click Mode > Variance. The grid displays results for the entire month of February 2016, and the first 15 days of February 2017. The image below highlights the disparity in these results.
Click Options > Month To Date.
The Previous column updates to display data for the first 15 days of February 2016, as illustrated in the image below. These results are much closer in range than in the image above, where Month To Date was not applied.
(Optional) Save this view as a favorite or dashboard widget.
Troubleshooting: You can’t see the Month to Date option
If you cannot see the Month to Date option in the Options menu:
Check with your administrator that you have permission to use this feature.
Ensure you are using a period that is based on the Month period type:
Administrators can check this via the database’s page > Defined Periods tab in Administration, where the period type is specified in the Type column.
Other users can check it themselves, if they have permission to apply custom periods. When the period is applied to the grid, click the Period menu and select Custom. The Custom Period window displays the period type in the top left corner. Click Close to return to your analysis.
Show Others
User permission: Query > Show Others
Available when a dimension is selected, adds a new row at the top of the grid (below the TOTAL row) that displays the total of the unfocused rows.
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The Show Others option is only useful when you have selected and focused on some rows in the selected dimension. It displays the total of the unfocused rows below the total of the focused rows.
When this option is turned on (checkbox is selected), a new row displays at the top of the grid (below the TOTAL row) to show the sum total of all the 'unfocused' rows in each column. As you can see in the first image below, zeros will display in this row if you have not focused on some rows. When you focus on some rows, the total of the other (unfocused) rows displays.
Note: The data that displays in the OTHERS row depends on which measures are selected. For example, if the Value or Profit measures are selected, the OTHERS row displays a total, but if the Margin measure is selected, it will display an average.
To remove the OTHERS row, clear the Show Others checkbox. You cannot remove this row by clicking the Reset button, however, logging off and back on will remove it.
Example 1: View a total based on information not showing on in the grid
Suppose you have filtered the grid to display data for the UK only. The total revenue for all regions in the UK is $23,305,649.11.
You then select and focus on the top 5 performing regions in the UK. The total revenue for those regions only is $6,351,192.34.
Now you want to compare the total of the top 5 performing regions with the total of all the other, unfocused regions. Click Options > Show Others. The total revenue of the unfocused regions ($16,954,456.77) displays below the total revenue of the focused regions ($6,351,192.34). The sum of these two equals to the total revenue for all regions in the UK ($23,305,649.11).
Example 2: Limit the information displayed in a chart
Sometimes there is too much data to turn into a meaningful chart. In the image below, rather than attempt to chart all Sales Reps, just 6 Sales Reps have been selected and focused on, and the Show Others option has been turned on. The percentages in the resulting pie chart remain accurate, and there is no clutter. All unfocused Sales Reps are grouped together in the 'Others' wedge.
Show Sum
Available when a dimension is selected, adds a new row at the top of the grid (below the TOTAL row) to show the sum of the data in each column.
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When this option is turned on (checkbox is selected), it adds up all the values in the column and returns the total in a new SUM row at the top of the grid (below the TOTAL row).
Click Options and select the Show Sum checkbox. The additional row, SUM, displays underneath the standard TOTAL row.
To remove the SUM row, clear the Show Sum checkbox.
Show Average
User permission: Query > Show Average
Available when a dimension is selected, adds a new row at the top of the grid (below the TOTAL row) to show the average of the data in each column.
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When this option is turned on (checkbox is selected), a new row displays at the top of the grid (below the TOTAL row) to show the average of the data in each column.
Click Options and select the Show Average checkbox. The additional row, AVERAGE, displays underneath the standard TOTAL row.
To remove the AVERAGE row, clear the Show Average checkbox.
Hide Total
User permission: Query > Hide Total
By default, the Total row displays the sum for each of column in the grid. If you have permission, you can select this checkbox to hide that column from the grid.
Show Net Zero
By default, this feature is usually turned on but some databases have it turned off.
When turned on (checkbox selected), it means your sales results would typically include items that have had counter-balancing positive and negative entries (e.g., a refund) and therefore, net to zero. An example of this is the value for a customer who has an invoice for 100.00 in January and a credit note in February for -100.00.
You can turn this off (clear the checkbox) to exclude the net zero entries and display only items where the measures have a value other than zero. This excludes things such as refunds or giveaways.
Totals as Average
Displays the period total as an average, rather than a sum of the periods.
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In Period mode, the first column after the Properties column(s) shows the total value for the selected period. This makes sense for streams that have cumulative data, such as Sales Invoices but in streams that hold a snapshot of data showing the variance over time, such as Stock on Hand, the total is meaningless. For these types of streams, you can display the period total as an average, rather than a sum of the periods.
For example, in the image below, the Total Value column displays the cumulative value of three month's worth of sales. This is the typical (default) view.
When you click Options > Totals as Average, that total column now displays the average of those sales, which is reflected in the new column header. Note that the values in the TOTAL row of the period columns are not changed, just the values in the total column.
Hide Status
Hide the status bar above the grid (that shows the applied filters) from view.
Hide Dimensions
Hides the dimensions list on the left of the grid from view. Useful when you want to generate more space on your screen.
Monochrome Exports
When selected, all exports (including printouts) are done without including the standard colors, in other words, in black only.
Lock Selections
Custom Actions
Displays a list of custom actions relating to the CRM module.
Export
Information
Display the Information window, where you can view your current selections and settings. Click the Information button on the toolbar to view additional details such as database, dimensions, properties, streams, measures and standard periods.
During your analysis, you might want to review the the path you have taken or remind yourself of the selections you made and actions you took along the way. You might also want to quickly check what properties, streams, measures, filters and so on are involved in your analysis results. This information is particularly useful when you have drilled deep into your analysis.
in a chart or graph.
(nested view).
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of data you are focusing on, so you can make further selections and clear or reset the data without affecting the original selections.
the data in the grid (or chart) to another application.
