Work with data analysis mode
In data analysis mode, the page is divided into two areas:
Main area - Consists of the data area, summary bar, and tabs bar.
Data manipulation area - Consists of two panes: Columns and Analysis Filters.
Data area
The data area shows the rows and columns of the list page query and it summarizes data. The data area provides a versatile way to control the layout of columns and a quick way to get a summary of the data. For columns that contain numeric values, the last row shows the sum of all values in the column unless you define row groups. In this case, the sums appear as a subtotal for the groups.
You can complete the following actions in the data area:
Move a column by selecting it and dragging it to where it makes the most sense in your analysis.
Sort on a column by selecting the column header. To sort on multiple columns, select and hold the Shift key while selecting the column headers that you want to sort on.
Right-click the column or hover your cursor over it and select the menu icon to access several actions that you can do on columns, such as:
Pin a column to the left or right of the data area so that it doesn't move off the screen when you scroll. To do so, select Pin column > Pin left to pin the column part to the left of the data area.
Define data filters directly on the column definition instead of going to the Analysis Filters pane. You can still review details about related data and for each line, and you can open the card to learn more about a given entity.
Use the data area to interact with the data. For columns that contain numeric, summable values, you can get descriptive statistics on a set of fields by marking them. The statistics appear in the status bar along the lower part of the page.
Export data in Excel or CSV format. Right-click the data area or on a selection of cells to export.
Summary bar
The summary bar is on the lower part of the page and displays statistics about the data in the list page or query. As you interact with columns whose values can be summed, like selecting multiple rows in a column that displays amounts, the data updates.
The different numbers in the totals area are as follows:
Rows - The number of selected rows as a part of the total number of available rows.
Total rows - The number of rows in the unfiltered list or query.
Filtered - The number of rows that display as a result of the filters that you apply to the list or query.
Average - The average value in all selected summable fields.
Count - The number of selected rows.
Min - The minimum value in all selected summable fields.
Max - The maximum value in all selected summable fields.
Sum - The sum total of all values in the selected summable fields.
Columns pane
The Columns pane is one of two panes that work together to define your analysis. The other area is the Analysis Filters pane. You would use the Columns pane to summarize the data. Use the Columns pane to define which columns you want to include in the analysis.
Search/check or clear all boxes - Search for columns. Select the checkbox to select or clear all columns.
Checkboxes - This area includes a checkbox for each field in the list's or query's source table. Use this area to change what columns are shown. Select a checkbox to show a column for the field on the page; clear the checkbox to hide the column.
Row groups - Use this area to group and sum data by one or more fields. You can only include non-numeric fields, such as text, date, and time fields. Often, you'd use row groups in pivot mode.
Values - Use this area to specify fields that you want a sum total for. You can only include fields that contain numbers that you can add together. For example, you can't sum the text, date, or time fields.
To move a field from one area to another, select the grab icon next to the column in the list and then drag the field into the target area. You can't move a field into an area where's it's not allowed.
Analysis Filters pane
In the Analysis Filters pane, you can set further data filters on columns to limit the entries in the list. Set filters on columns to limit the entries in the list and subsequent sums to only those entries that you're interested in based on a criteria that you define. For example, you're only interested in data for a specific customer or sales orders that exceed a specific amount. To set a filter, select the column, choose the comparison operation from the list (such as Equals or Starts with), and then enter the value.
The other filters only apply to the current analysis tab. As a result, you can define exactly the extra data filters that you need for a specific analysis.
Tabs
In the tabs area in the upper part of the page, you can create different configurations (columns and analysis filters) on separate tabs, where you can manipulate data on the tabs independently of each other. At least one tab, called Analysis 1, always exists by default. Adding more tabs is beneficial for saving frequently used analysis configurations on a dataset. For example, you might have tabs for analyzing data in the pivot mode and other tabs that filter to a subset of rows. Some tabs might show a detailed view with many columns, while others only display a few key columns.
Some useful tips for working with multiple analysis tabs include:
To add a new tab, select the plus (+) sign next to the last analysis tab.
Select the dropdown arrow on a tab to access a list of actions that you can do on a tab, such as rename, duplicate, delete, and move.
Delete - This option deletes the tab that you currently have open.
Delete All - This option deletes all tabs that you add, except the default Analysis 1 tab.
You can't completely remove the Analysis 1 tab, but you can rename it by using the Rename action and then clear the changes that you made by using Delete or Delete All.
The analysis tabs that you add and configure remain until you delete them. Therefore, if you return to the data analysis mode again, the tabs appear exactly as you left them. The tabs that you set up are only visible to you. Other users can only view tabs that they set up.
You can copy analysis tabs. Copying can be useful if you want to experiment with changing a tab without changing the original or if you want to create different variations of the same analysis.