Work with the grid

Learn how to switch between modes and views to analyze your data in different ways. See how Period, Variance, Stream, Total, and Transaction modes change what appears in the grid, and how Summary and Dimension views help you move between an overall result and more detailed analysis. You’ll also see how selections and filters can carry across supported views, so you can compare the same data from different perspectives without rebuilding your setup.

Learn how to change the period of your analysis so you can focus on the time frame that matters. See how to select from available periods, create fixed date ranges for specific reporting needs, and use dynamic user-defined periods that update automatically as time moves forward. This helps you compare and review data across the right dates without having to recreate your period settings each time.

Learn how Grid settings help you control what appears in the grid and how your data is presented. Adjust the period order, include or exclude items based on activity, and refine date-related settings to focus the grid on the results that are most relevant to your analysis.