> For the complete documentation index, see [llms.txt](https://docs.phocassoftware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.phocassoftware.com/analytics/understand-the-analytics-changes.md).

# Understand the Analytics changes

Understand the Analytics name changes, explore the new experience, and find out what they mean for you.

The *new experience* brings together new and updated Phocas products and functionality, along with changes to how you access them.

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-cover data-type="image">Cover image</th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><h4>New Analytics experience</h4></td><td>The next generation of our core business intelligence experience, previously called Flex Modes.</td><td>Register for the webinar to see the new Analytics experience in action, or read on to learn more.</td><td data-object-fit="contain"><a href="https://2122657374-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaDGOWDU4SqRSiSPGXHgW%2Fuploads%2FLnHqziRjFXyVqCseTtnj%2Fimage.png?alt=media">image.png</a></td><td><a href="https://www.phocassoftware.com/resources/webinars/launch-webinar-meet-the-new-analytics-experience">https://www.phocassoftware.com/resources/webinars/launch-webinar-meet-the-new-analytics-experience</a></td></tr><tr><td><h4>New navigation experience</h4></td><td>A redesigned navigation that organizes modules and other areas of Phocas differently.</td><td>Learn what's changed and how to customize the side menu.</td><td data-object-fit="contain"><a href="https://2122657374-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaDGOWDU4SqRSiSPGXHgW%2Fuploads%2FXclIciQe3N3yLZPoQnyI%2Fimage.png?alt=media">image.png</a></td><td><a href="/basics/getting-started/navigation.md">Navigation</a></td></tr><tr><td><h4>New Dashboards experience</h4></td><td>A new version of Dashboards, available alongside Dashboards (Classic).</td><td>Explore the new experience and see how it differs from Dashboards (Classic).</td><td data-object-fit="contain"><a href="https://2122657374-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaDGOWDU4SqRSiSPGXHgW%2Fuploads%2FyYLJhcpTucowjge2Igc7%2Fimage.png?alt=media">image.png</a></td><td><a href="/basics/dashboards/understand-the-dashboards-changes.md">Understand the Dashboards changes</a></td></tr><tr><td><h4>New module: Workspaces</h4></td><td>A conversational AI product that answers questions using your Phocas data.</td><td>Learn how to ask questions and work with the results.</td><td data-object-fit="contain"><a href="https://2122657374-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaDGOWDU4SqRSiSPGXHgW%2Fuploads%2FhC6IPk0s4HLKa1vsnlpm%2Fimage.png?alt=media">image.png</a></td><td><a href="/workspaces/workspaces.md">Workspaces</a></td></tr></tbody></table>

### Why are the names changing?

Analytics is the original Phocas business intelligence module and a core part of the Phocas platform. When we developed the next generation of Analytics, we initially made it available as **Flex Modes** so you could use the new functionality while continuing to use the familiar Analytics experience.

In the new experience, **Flex Modes** is now called **Analytics**. The original experience is now called **Analytics (Classic)** and will remain available while you transition to the new experience.

<figure><img src="https://2122657374-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaDGOWDU4SqRSiSPGXHgW%2Fuploads%2FqSKHorm87hv1ZDxXZGrT%2Fimage.png?alt=media" alt=""><figcaption></figcaption></figure>

### What this means for you today

For now, you can switch between the original and new experiences. This lets you continue working as usual while you get familiar with the new experience.

In the original experience, the Analytics you're familiar with is now called **Analytics (Classic)**. The name change doesn't affect how you use it or your existing content. However, Analytics (Classic) is being retired and **Analytics**, previously called Flex Modes, is its replacement.

You might already have used or explored **Flex Modes**. In the new experience, it's called **Analytics**. The name change doesn't affect how you use it or any content you've already created.

You'll see different names and navigation depending on which experience you're using.

<figure><img src="https://2122657374-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaDGOWDU4SqRSiSPGXHgW%2Fuploads%2F216PouzC3BCqL8tYQk0t%2Fanalytics-experience-names.png?alt=media" alt=""><figcaption></figcaption></figure>

You can continue working in either experience for now:

* You can open a database in either **Analytics** or **Analytics (Classic)**.
* Your existing favorites and alerts remain available in Analytics (Classic). Your existing dashboards remain available in Dashboards (Classic). These items aren’t automatically transferred to the new experience, so you need to recreate the items you want to use there.

Going forward, we recommend creating new favorites and alerts in [Analytics](/analytics/analytics.md) and new dashboards in [Dashboards](/basics/dashboards/understand-the-dashboards-changes.md).

### The new experience

For now, you can choose when to use the new experience. Turn on **New experience** in the top-right corner of the screen.

<div align="left"><figure><img src="https://2122657374-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaDGOWDU4SqRSiSPGXHgW%2Fuploads%2FOLwgeXNHdPgLrctfRdyl%2Fimage.png?alt=media" alt=""><figcaption></figcaption></figure></div>

You can turn it off to return to the original experience.

If your administrator has turned on **Turn on the new experience for everyone**, you’ll use the new experience and won’t be able to switch back.

### Analytics

Analytics, previously called Flex Modes, is the next generation of our core business intelligence experience. You can continue using Analytics (Classic) while you get familiar with Analytics and recreate the content you want to use there.

#### Compare features

Analytics (Classic) and Analytics share many analysis capabilities but offer different ways to work with your data. Analytics lets you build and adjust your analysis directly in the grid and explore underlying transactions.

<table data-search="false"><thead><tr><th width="143">Feature</th><th>What's different and why</th></tr></thead><tbody><tr><td><a href="/analytics/customize-the-grid/manage-columns.md">Customize your analysis</a></td><td><p><mark style="background-color:cyan;">IMPROVED</mark> Customize your analysis in any mode, without switching to Custom mode or opening a separate configuration window.<br></p><p><mark style="background-color:$success;">NEW</mark> Add measure and calculation columns, with changes applied immediately so you can refine your analysis as you work.</p><ul><li>Combine data from multiple streams in a single grid.</li><li>Build and edit formulas as you work, with easier access to available functions and the ability to reference other calculations.</li><li>Include numeric property values, such as a customer's credit limit, in calculations to extend your analysis beyond measures.</li></ul></td></tr><tr><td><a href="/analytics/explore-your-data/view-transactions.md">Explore underlying transactions</a></td><td><p><mark style="background-color:cyan;">IMPROVED</mark> Move between your analysis and its underlying transactions, or use Transaction mode to work directly with transaction-level data.</p><ul><li>Open the transactions behind a specific value without leaving your analysis.</li><li>Customize the transaction grid by adding properties, calculations, and filters.</li><li>Search and filter using transaction properties, and use numeric transaction properties in calculations for more detailed analysis.</li></ul></td></tr><tr><td><a href="/analytics/customize-the-grid/apply-conditional-formatting.md">Apply conditional formatting</a></td><td><mark style="background-color:cyan;">IMPROVED</mark> Highlight important values and trends in the grid using conditional formatting. The redesigned experience makes formatting easier to apply and manage.</td></tr><tr><td><a href="/analytics/explore-your-data/filter-data/search-for-data.md#filter-from-the-grid">Filter by top and bottom values</a></td><td><mark style="background-color:$success;">NEW</mark> Quickly identify your best- or worst-performing products, customers, or other items by filtering the grid to show the highest or lowest values.</td></tr><tr><td><a href="/analytics/customize-the-grid/manage-grid-settings.md#period-to-date">Compare periods to date</a></td><td><mark style="background-color:cyan;">IMPROVED</mark> Compare periods at the same point in time, even when the periods are incomplete. Period to date now works with all period types, not just months.</td></tr><tr><td><a href="/analytics/explore-your-data/filter-data/create-advanced-filters.md">Use dynamic dates in advanced filter</a></td><td><mark style="background-color:$success;">NEW</mark> Use rolling dates in advanced filters so your saved analyses automatically reflect the current period without needing to update the dates manually.</td></tr><tr><td><a href="/analytics/explore-your-data/filter-data/create-advanced-filters.md">Use OR condition in advanced filter</a></td><td><mark style="background-color:$success;">NEW</mark> Combine search conditions across different dimensions using OR logic to include data that matches any of your specified conditions.<br>For example, review sales in the Regions: ‘California’, ‘New York’ OR the Country: ‘UK’.</td></tr><tr><td><a href="/analytics/customize-the-grid/create-a-nested-view.md">Nest rows in the grid</a></td><td><mark style="background-color:cyan;">IMPROVED</mark> Organize data into nested levels by dragging dimensions into Nest view. The redesigned experience makes it easier to build and manage nested views without switching modes.</td></tr><tr><td><a href="/analytics/save-and-share-your-work/use-alerts.md">Create alerts</a></td><td><mark style="background-color:cyan;">IMPROVED</mark> Create alerts based on any column in a favorite, including calculations. Choose to receive alerts only when a value crosses a specified threshold, so you're notified of meaningful changes.</td></tr><tr><td><a href="/analytics/save-and-share-your-work/manage-subscriptions.md">Schedule subscriptions to favorites and alerts</a></td><td><mark style="background-color:cyan;">IMPROVED</mark> Set up multiple schedules for a subscription, with more flexible scheduling options, such as the first Monday of each month.</td></tr><tr><td>Access in-product documentation</td><td><mark style="background-color:$success;">NEW</mark> Access product documentation and get answers to your questions directly within Analytics, without leaving your current page.</td></tr><tr><td>Add content to a dashboard</td><td><mark style="background-color:cyan;">IMPROVED</mark> Add grid views and a wider range of chart types to dashboards in the new experience.</td></tr></tbody></table>

#### FAQs

**Do I need to migrate to the new experience now?**

No. You can switch to the new experience when you're ready. It's not a one-time migration, and you can switch back to the original experience during the transition period. Your existing favorites, alerts, and dashboards remain available.

**Will the new experience cost more?**

The new Analytics and Dashboards experiences are available as free upgrades.

**How long will Analytics (Classic) be available?**

There's currently no announced end date for Analytics (Classic). You can continue to use it as usual and move to the new experience at your own pace during the transition period.

See [Dashboards FAQs](/basics/dashboards/understand-the-dashboards-changes.md#faqs) and [Workspaces FAQs](/workspaces/limitations-and-faqs.md) for more information.


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