View transactions
View and analyze the individual transactions that make up your data.
Transaction view shows transaction-level data. Use it to investigate the transactions behind the values in your analysis or work directly with individual transactions.
Transaction view and Transaction mode use the same transaction workspace, but you can open it in different ways depending on what you want to investigate.
Open transactions
Choose how you open Transaction view based on what you want to investigate.
Select the Transaction view tab at the bottom of the grid to view the transactions behind your current analysis. Your filters and period context carry across.
Select Transaction from the mode menu to work directly with transaction-level data. Any filters you've already applied also carry across.
Right-click a value in the grid and select View transactions to investigate the transactions behind that specific value. Transaction view opens in a new browser tab and is filtered to the selected value, so your original analysis remains open.
When you open the Transaction view tab from another mode, the period setup is retained. For example, if you're working in Variance mode, Transaction view uses the primary period.
Choose what to display
In Transaction mode, the panel on the left contains the properties you can add to the grid.
Transaction properties, such as the transaction date, invoice number, and transaction ID, display at the top of the panel. The dimensions in your database display below them. Select the chevron next to a dimension to expand it and see its properties.
Select the checkbox next to each property you want to include. The selected properties display as columns in the grid, so you can combine transaction properties with properties from different dimensions in the same view.
For example, you might display the invoice number, customer name, Ship To name, Sales Rep, and product name alongside measures such as Value and Cost.
You can also drag and drop the column headers to arrange transaction properties, dimension properties, and measures in any order, so you can place related information together and make the grid easier to work with. See Manage columns for more information.
Nest transactions
Use Nest view to group related transactions by a transaction property or a property within one of the available dimensions.
Drag a property into the Nest view area to group the transactions by that property. Add more properties to build a multilevel hierarchy, then expand the rows in the grid to explore the transactions within each group.
For example, nest by invoice number to group the transactions for each invoice, then add another property to break the transactions down further. You can display other properties, such as customer name and product name, alongside measures such as Value and Cost.
Properties that aren't used for nesting remain as columns in the grid.
Add calculations
Add calculation columns when you want to analyze your transaction data further. For example, you could calculate the value of a 5% rebate or discount for each transaction.
See Manage columns for more information about creating and working with calculation columns.
Search and filter transactions
To quickly narrow down the transactions, right-click a value and select Focus to keep only matching transactions. You can also choose from other filter options in the right-click menu to drill down further, depending on the selected value. Any filter you apply displays in the filter bar and can be managed in the Advanced filter panel.
You can also use the search bar to search transaction properties, such as an invoice number, or use advanced filters to create more specific filter rules.
Filters remain applied as you switch between modes and views. You can also filter by transaction properties in Transaction view and return to Grid view with those filters still applied. This allows you to analyze the filtered data in Grid view using transaction properties that aren't available there.
Filters on transaction properties are identified by a TRANSACTION tag above the grid.
If you've applied multiple filters, select Clear to remove them all.
See Filter data for more information about creating and managing filters.
Last updated