Summarizing data

1:10 min
 
This video shows you how to get the most of the summary button. It's a feature that is sometimes overlooked, but watch to see how just how useful it can be.

Supporting documentation

Elizabeth Birch
Presented by Elizabeth Birch
VP customer Experience
User level
Tags
Phocas Software help and support
Help & support

Have questions or need to report an issue with a Phocas product?

Get support

Related video tutorials

Matrix mode

Matrix mode

Learn how to use matrix mode to produce a set of data that shows sales value by brand for a range of locations.
3:17 min
Summary charts 2

Summary charts 2

Use a summary chart to turn a favorite into a simple color-coded dashboard widget. See Andy's 'Summary charts 1' video in the Charts module to learn how to create a summary chart widget from scratch.
2:15 min
Market mode

Market mode

In this video Tim shows you how to compare a market segment to the overall market using market mode. Learn how to define a market and a segment and how to speficy what entities you want to count and compare.
4:00 min
Show positive or negative variance

Show positive or negative variance

Learn how to switch to variance mode and see where results are improving (or not going so well). We show you how to customize the date range, compare periods and jump from customer to product or any other dimension.
2:27 min
Phocas Software

Let’s talk

Are you interested in becoming a Phocas partner?

Phocas Software

Contact us

Fill in the form below, and we will get back to you as soon as possible.

Phocas Software