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Switch between Summary and Dimension views

Switch between a high-level summary of your data and detailed data for a selected dimension.

Every mode has Summary and Dimension views. Use these views to move between an overview of your data and the individual entities you want to analyze.

What displays in each view depends on the selected mode. See Switch modes for details.

Summary view of the data in Period mode
Customer dimension view of the data in Period mode

View data by dimension

Select a dimension to switch to Dimension view. The grid displays the individual entities in that dimension.

For example, select the Customer dimension to view and analyze individual customers.

As you continue your analysis, you can select and focus on entities to narrow the data further.

Return to Summary view

Click Summary to return to a high-level view of the data while retaining the context of your analysis.

For example, if you focus on several customers in Dimension view, click Summary to view a summary of those customers rather than the whole database.

The grid displays the summarized data according to the selected mode.

Return to your starting point

Click Reset to clear the changes you made during your analysis and return to the view where you started your analysis.

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