Defining Transfer Fields

Learn how to define transfer fields with an example.

In the following examples, the number of companies per country should be counted.

To define the transfer fields:

1. Select Extras > Define Transfer Fields from the menu, see Transfer Fields.
2. Select Company from the list of info areas in the Info Area tab.
3. Open the Fields tab.
4. Select the Company, Country, City, Lead Status, ABC and Revenue fields.

   

5. Save the transfer fields format.

If you change the transfer fields format used by the analysis, you may need to remove analysis units or aggregations to keep the analysis and transfer fields consistent.

Conditions and settings in the transfer fields format are tested for all dependent info areas. They are only applied to independent info areas, if the analysis is executed over the entire database.

Aggregations in the transfer fields format are not applied to the analysis. They are neither displayed nor can they be used as analysis units.

The sort order is only transferred from the transfer fields to the analysis data if the Entire database option is selected when loading the analysis. The Current Level option applies the sort order used in the level the analysis is started from.