Home Academy Learning modules Phocas QuickStart: Analytics

Phocas QuickStart: Analytics

9:59 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.
7 videos in this learning module
1
Find your way around Phocas
2:30
2
Explore the analysis grid
1:53
3
Compare data with matrix mode
0:55
4
Explore charts
1:09
5
Save useful data as a favorite
0:48
6
Home page at a glance
1:50
7
Drill into your data with the 'Focus' button
0:54
Find your way around Phocas
Explore the analysis grid
Compare data with matrix mode
Explore charts
Save useful data as a favorite
Home page at a glance
Drill into your data with the 'Focus' button

Find your way around Phocas

Learn how to quickly find all your important tools and data, perform common actions and find helpful resources, all from the Phocas side menu.

Supporting documentation

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

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

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

Save useful data as a favorite

Save useful analysis points, data views and charts as favorites for quick access at any time.

Supporting documentation

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

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

Phocas product
Phocas Software help and support
Help & support

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Related learning modules

Grid customization basics

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

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

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.