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Grid customization basics

9:50 minutes total learning time
Want another way of looking at things? This module for beginners covers simple methods of customizing your view in the analysis grid.
4 videos in this learning module
1
Gain more screen space and other tips
3:20
2
Change your data format
1:47
3
More options for viewing data
2:20
4
Select and change periods
2:23
Gain more screen space and other tips
Change your data format
More options for viewing data
Select and change periods

Gain more screen space and other tips

Learn how to streamline the grid for extra screen space and explore useful features like freezing the properties column, copying and pasting data, and various export options.

Supporting documentation

Change your data format

Learn how switching from actual figures to percentage share view can instantly reveal discrepencies between sales value and profitabilty.

Supporting documentation

More options for viewing data

Looking for a different perspective? In this video, discover options like "Show Others," "Show Average," "Hide Total," "Totals as Average," and "Show Net Zero." These one-touch features make it easy to explore your data in new ways and satisfy your curiosity.

Supporting documentation

Select and change periods

Learn about using periods (date ranges) in Phocas. In this video Tina shows you how to choose a pre-defined period, apply a custom period or add a defined period for your own use.

Supporting documentation

Phocas product
Analytics Analytics
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Help & support

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