Overview: Analytics allows users to group the data to be visualized based on certain parameters available on the platform. These groupings are then levels that will classify the data from general to specific.
Start from: The Analytics module.
The Group tool appears recurrently in Analytics, as it is available in most of the data analysis modules (Sales, CashRec, Workforce, etc.) to help the user facilitate data classification.
To find the tool:
- Select Group.
The Business Units block is the standard grouping in all data analysis modules and, by default, consists of three levels:
- Concept (or Company)
- Country
- Province
You can add or remove levels as you see fit.
In the particular case of the Sales module, you will have additional blocks where you can select whether you want to group by Sales Types, Type of Date, and set a starting day of the week in Other.
- Once you have completed the classification, select Group to save it.
- You can now use this grouping to easily navigate through the module data.