Transaction mode

Analyze individual transactions in detail.

Use Transaction mode when you want to work entirely with transaction-level data. Your existing filters and period context carry across.

Transaction mode has one transaction view rather than separate Summary and Dimension views, and the Grid view tab isn't displayed. If you want to move between Grid view and the underlying transactions, stay in another mode and use the Transaction view tab instead.

The panel on the left lists transaction properties, followed by the dimensions in your database and their properties. Select the properties you want to include and they display as columns in the grid.

See View transactions for how to customize what displays, nest transactions, add calculations, and search or filter your results.

Example

Suppose you want to review the individual transactions for a customer this month.

1. Select Mode > Transaction.
2. Set the period to Current Month.
3. Focus on the customer you want to investigate.

The grid displays the transactions for that customer in the current month. From here, you can select additional properties to display, nest by a property such as Invoice Number, or add calculations.