Work with the grid

Use the grid tools to navigate and work with the data displayed during your analysis.

Sort and select values, freeze property columns, work with multiple pages, and access additional information and actions.

Key tools and information you can use when working with the grid

1. Sort data

When in a dimension view, you can sort the grid by a column to change the order in which the data displays.

Click a column heading to sort the data by that column. Click the heading again to switch between ascending and descending order.

An arrow next to the column heading identifies the column the grid is currently sorted by and indicates the sort direction.

Your sort selection remains when you switch dimensions and is cleared when you reset your analysis.

2. Use internal links

When in a dimension view, some values in the grid display as blue links when internal links have been configured by your administrator.

Click a blue link to view the available options, then select the item you want to open. For example, you might open a customer scorecard or CRM record, or create a CRM activity.

Internal links

3. Collapse the dimensions panel

Collapse the dimensions panel to give the grid more space and view more data at once.

Click the Collapse dimensions button at the bottom of the panel. Click it again to show the panel.

4. Freeze property columns

When in a dimension view, freeze the property columns to keep them visible as you scroll horizontally across the grid. This helps maintain context (such as Code, Name, or Country) during your analysis.

Click the Freeze properties button in the bottom-left corner of the grid. All selected property columns are frozen together.

Click it again to return to the default scrolling behaviour.

Frozen property columns remain in view as you scroll horizontally

5. Work with multiple pages

When the grid contains more than 100 rows, the data displays across multiple pages.

Move between pages

Use the pagination buttons in the bottom-left corner of the grid to move between pages.

Show all records

Click the Show all button to display all rows on one page and scroll through them. Click it again to return to the paginated view.

Switching between the Show all and Paginated views

6. View calculations for selected values

Select multiple values in the grid to see their Average, Count, and Sum at the bottom of the grid.

7. View the record count

The record count in the bottom-right corner of the grid shows the total number of records in your current analysis, including those on other pages.

8. Access additional actions

Right-click a cell in the grid to view the additional actions available for that data. The available actions depend on the selected cell and your current analysis.

Right-click context menu

9. Use keyboard shortcuts

Use keyboard shortcuts to work more quickly with data in the grid.

Keys	Action
Ctrl/Cmd+K	Toggle the command palette
Ctrl+B	Show or hide the dimension panel
F	Focus on the selection (drill-down into selected rows)
↑ ↓ ← →	Move the cell selection
Ctrl/Cmd + Arrow	Jump to the first or last row or column
Home / End	Jump to the first or last column
Enter	Move down one row
Shift+Enter	Move up one row
Tab	Move right one column
Shift+Tab	Move left one column
Shift + Arrow	Extend selection
Ctrl/Cmd + Shift + Arrow	Extend selection to edge
Shift+Home / Shift+End	Extend selection to first or last column
Escape	Clear the selection
Ctrl/Cmd+C or Ctrl+Insert	Copy selected cells