Screen guide

Analysis

Numbers about a Tenant's records: summed, counted and compared by the values of their fields, laid out as a pivot table. Where Explorer shows the records, Analysis shows how much and how many.

For: Member, Tenant administrator

What's on this screen

The lenses at the top: Explorer, Navigator, Sheet and Analysis, four ways of looking at the same records; the one you are in is marked. Switch with one record chosen and the next lens opens on it: Navigator's walk starts at it, Explorer opens it chosen, and Sheet and Analysis narrow theirs to it, said as a chip in the source row (× lifts it there only; Undo brings it back).
Under them, the source row: the Entity analysed and how many of its records, which records are read, the analysis's name with its saving, opening and sharing, and at the row's right end changing the Entity or starting a new analysis.
Over the grid: the analysis's pivots as tabs, and the pivot's own buttons — undo, export, chart, design, deferring updates, when the numbers were read, refresh.
On the right, the fields and the four areas (Filters, Columns, Rows, Values). Drag their left edge to make them wider or narrower.
The line at the foot: the latest thing you did, with its history.

Build a pivot

Select an Entity: choose the Entity whose records you want to analyse. An Entity with many records first asks which records to read.
Tick a field in Fields. A number (marked Σ) goes to Values and is summed; anything else goes to Rows. Records, at the end of the list, counts the records themselves.
To put a field somewhere else, open its ⋯ menu (Add to Filters, Add to Columns, Add to Rows, Add to Values) or drag it into the area.
Read the numbers in the grid. They are read again, once, a moment after each change that changes a number.

Everything else the screen does is in The parts of this screen, below: each has help of its own.

How the numbers are computed

Every number, every total and Grand Total included, is computed from the records under it, never by adding up the lines above. An average of a total is the average of all its records.
A record with no value in a field stands under (blank), which is listed last.
A field marked several can hold more than one value per record. Such a record stands under each of its values, so the lines can add up to more than the total: the total counts each record once.
Empty values are left out of a Sum, an Average, a Max and a Min. A cell with nothing to summarise is empty, not zero.

Who can open it

Anyone who can read records in the Tenant (record.read). The fields listed are the ones you may read: a field a domain view withholds from you is not offered, and no number is computed from it. Above a Tenant there are no records to analyse; switch the console to a Tenant.

The parts of this screen

The basics

The field list and the four areasWhere a field stands decides what it does: down the side, across the top, in every cell, or narrowing the pivot.
Summarising a valueThe function a value field is summarised by in every cell, its name and how its numbers are written.
The records the pivot readsThe Source bar: which records are read, when they were read, and changing the Entity.
The view an Entity is read throughWhere the Tenant has more than one view of an Entity, the one the analysis reads.

Filter, group and order

Filtering by a field's itemsA check-list of a field's items: tick what to keep.
Filtering by text, date or valueKeep items by their label, records by their date, or items by their total — Top 10 among them.
Ordering the itemsBy label, by a value, or by hand.
Grouping dates, numbers and itemsA date by years, quarters and months; a number in ranges; chosen items under a name.
Slicers and timelinesA field's items as buttons beside the pivot, and a date's periods as a strip.

Calculate

Showing a value as a share, a difference or a rankA cell says something else than the value: a percentage of a total, a difference from another item, a running total, a rank.
Calculated fieldsA field made of a formula over the Entity's number fields, worked out in every cell and every total.
Calculated itemsAn item of a field worked out of the field's other items — Pipeline as open + pending.
Fields of related entitiesAnalyse an Entity with the fields of an Entity it is related to — the invoices by their customer's city.

Lay out and look

The layout: form, subtotals and totalsHow the grid is laid out: compact, outline or tabular; where subtotals stand; what an empty cell shows.
Conditional formatsMark a value's cells by where each number stands among the others: bars, colours, icons or a rule.
ChartsA chart of what the grid shows: the same answer, drawn.

Keep, share and take out

Several pivots in one analysisPivots of the same Entity side by side as tabs, narrowed together by one slicer.
Keeping, revising and sharing an analysisYour work is kept as you go; under a name it has revisions and can be shared.
ExportingThe grid as a CSV or a workbook, a chart as a picture.
The records behind a numberList the records a number is of, and open them in Explorer.

When the screen says something

"Cut by a limit", "too large" or "took longer than…"An answer that is too large is cut and says so; a source that is too large, or an answer that takes too long, is refused with the reason.
"… was taken out"A field the pivot used is no longer there for you, so it left the pivot — and the screen says which.
"Where items overlap" and "What the totals include"Two notes the grid puts above itself when its lines do not add up to its totals — and why that is right.
An empty cell, and the error textWhat a cell with nothing in it means, and when a cell shows the error text instead of a number.
"Records are not at … scope", "not visible" or no accessWhy Analysis opens with nothing to analyse.
Where it differs from ExcelAnalysis computes as Excel's PivotTable does, with a few differences that are on purpose.