Analysis Module - Getting Started

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Summary

‘Analysis’ is the starting point for all data reporting. In this section you specify the type of data that you want to analyse. You can then go onto manipulate and query the data and create data visualisations - think of this section as your own personal work space where you are interrogating data to create tables and charts to use in Dashboards and Reports that you will then share with other users.

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The analyses and visualisations you create can be saved, viewed, combined, and even exported. They can be scheduled for frequent distribution as well as being shared with other users.

Analysis Grid

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The Analysis grid displays a set of tabs at the top that allow you to manipulate the data and visualisations.

When a tab is clicked, a configuration panel for that feature appears, as shown above. Clicking it again hides the panel.

The Gear icon, located at the top of the image above, is used to access configuration details throughout the Analysis Grid. It can be used in the example above to rename of the analysis, or duplicate it.

Undo/Redo icons at the top near the tabs allow you to easily revert or re-apply changes made.

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Visualisation Panels, shown above, contain either a table, a crosstab or a chart. Panels can be collapsed or expanded using the "+" and "-" icons. You can also rearrange their order by clicking your mouse near the top of a panel, and dragging it up or down.

Panels containing tables can display an Export icon for exporting the table data to Excel, CSV, or PDF - Please see the “Analysis - Exporting Data” guide for more information.

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Clicking a panel's Gear icon, shown above, will display or hide the configuration area for that specific visualisation. The Table configuration area, for example, lets you control a variety of table features, which can be selected using the horizontal menu.

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Table column headers contain a variety of features. When a column header text is clicked, drop-down menus provide sorting, filter, formatting, grouping, and other features, as shown above.

Table columns can also be dragged to rearrange the column order or to adjust column widths.