Phocas QuickStart: Analytics
7:29 minutes total learning time
This module for beginners takes you through getting started in Phocas Analytics and doing some simple analysis to get fast results from your data. These videos introduce you to features that you will be using every day.
Phocas product
6 videos in this learning module
1
Explore the analysis grid
1:53
2
Compare data with matrix mode
0:55
3
Explore charts
1:09
4
Save useful data as a favorite
0:48
5
Home page at a glance
1:50
6
Drill into your data with the 'Focus' button
0:54
6 videos in this learning module
1
Explore the analysis grid
1:53
2
Compare data with matrix mode
0:55
3
Explore charts
1:09
4
Save useful data as a favorite
0:48
5
Home page at a glance
1:50
6
Drill into your data with the 'Focus' button
0:54
Explore the analysis grid
Here we show you how to get started in the Phocas analysis grid. Learn how to jump into your data from the home page, starting from a saved view or following your train of thought to change measures, date ranges and other views.
Supporting documentation
Presented by Karen Isbister
Customer Success Consultant
Compare data with matrix mode
Learn how to compare sales performance of regions, branches or products side-by-side with a simple matrix tool.
Supporting documentation
Presented by Karen Isbister
Customer Success Consultant
Explore charts
In this Phocas Analytics video, Karen gives an overview of some of the ways to see trends at a glance with a chart or graph.
Supporting documentation
Presented by Karen Isbister
Customer Success Consultant
Save useful data as a favorite
Save useful analysis points, data views and charts as favorites for quick access at any time.
Supporting documentation
Presented by Karen Isbister
Customer Success Consultant
Home page at a glance
Learn how to make the most of your home page - the starting point to easily find databases, dashboards, favorites and recents.
Supporting documentation
Presented by Karen Isbister
Customer Success Consultant
Drill into your data with the 'Focus' button
In this video Karen takes a look at how to use the Focus button to isolate selected data and drill further into data to answer your analysis questions.
Supporting documentation
Presented by Karen Isbister
Customer Success Consultant
Phocas product
Related learning modules
Grid customization basics
Want another way of looking at things? This module for beginners covers simple methods of customizing your view in the analysis grid.
Choose your own date ranges
The data you see in the grid is determined by the period (or date range) you have selected. Learn about selecting, changing and creating periods in Phocas.
Turn data into a chart
Switching from grid to chart view opens up options for various graphical presentation of your data. This module covers basic chart setup through to advanced configuration, with a detailed look at some chart types.