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Use Flex Modes

14:55 minutes total learning time
This module takes you through working with Flex Modes in Phocas Analytics. Learn how to create filters, structure your data, compare results, and apply formatting to highlight key insights.

6 videos in this learning module

1

Compare data in a matrix

1:37
2

Create a nested view

1:54
3

Save and share favorites

2:44
4

Create an advanced filter

3:31
5

Apply conditional formatting

2:22
6

Add and manage columns

2:47
Compare data in a matrix
Create a nested view
Save and share favorites
Create an advanced filter
Apply conditional formatting
Add and manage columns

Compare data in a matrix

Learn how to filter and pivot rows at the same time, letting you view two dimensions side by side in a matrix. This makes it easy to compare your data and quickly spot any differences.

 

Supporting documentation

Create a nested view

With the nest view feature in Flex Modes, you can add dimensions as levels in the grid, making your data easier to interpret. This lets you see how different items contribute to the overall results and build reports where you define the hierarchy of the data on display.

 

Supporting documentation

Save and share favorites

Learn how to save useful analysis views as favorites. This tutorial shows you how to create, update, share, and reuse favorites, as well as subscribe to receive them by email on a schedule.

 

Supporting documentation

Create an advanced filter

Learn how to use the Advanced Filter to take your analysis further and answer more complex questions. It’s a powerful way to refine your search results and uncover deeper insights in your data.

 

Supporting documentation

Apply conditional formatting

Learn how to use conditional formatting to quickly highlight key values in the grid. In Flex Modes, you can apply rules that change the text or background color based on cell values. It’s a great way to make trends and outliers stand out without needing to sort or filter. 

Supporting documentation

Add and manage columns

Learn how to add and manage columns in the grid to shape your analysis. This tutorial covers adding measure and calculation columns, adjusting number formats, and organizing or removing columns so the grid shows the information you need.

 

Supporting documentation

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Flex Modes Flex Modes
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Related learning modules

Get started with Flex Modes
Flex Modes Flex Modes

Get started with Flex Modes

This beginner-friendly module walks you through getting started in Flex Modes and shows you how to run simple analyses for quick insights. Learn how to explore your data with Flex Modes and see how the different modes and features give you the flexibility to view, compare, and analyze your information in ways that work best for you. 

 

4 videos
9:52 min
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