Grid nesting
3:49 min
Learn how to bring together related data from different dimensions as an expandable report in the Phocas grid using the 'nest' feature. Grid nesting allows you to display up to three levels of detail, grouped by dimension.
Supporting documentation
Presented by Tim Leonard
Head of Design
Category
Related video tutorials
Create a nested view of your financial statement
Here David shows the simple drag and drop steps involved in creating a nested Profit & Loss statement to present a visual comparison of data and drill deeper into cost centre contributions across regions.
4:52 min
Chart options
See how to change an axis starting point (using auto-axis scale), stack the chart values on top of each other rather than side by side or select and focus on a segment.
2:19 min
Show total as average
Here we show you how to save time by checking a box to display total amounts as averages.
0:32 min
Customize column formatting
This video shows you how to format the measures in a particular column, so the data appears just how you want to see it. Use custom mode to add dollar signs to your data - in just one column on the grid, or as many as you like.
1:00 min