Defining the Analysis

Learn how to define an analysis.

To define an analysis:

1. Select Extras > Define Analysis from the menu.
2. If your administrator has defined several analysis layouts, you can select a layout under Bar Chart and Pie Chart, see Configuration Info Area (Analyses category, Bar/Pie chart template option)in the CRM.core Administrator Guide.

   If you do not select a layout, the defaults are used instead.

3. Select the transfer fields format you defined previously in the Info Area Selection field. The Company info area is listed in the Levels tab.

   

4. The following options are available from the Context drop-down menu:
   • Current record: Only the current record is included in the analysis.
   • Current level: The records in the current level are included in the analysis. Any active conditions applied to the level are also applied to the data in the analysis.
   • Entire database: All records are in the entire database are included in the analysis.

   Select Entire database.

5. Click on the icon to determine the level to be used (in this example Company+Person).
6. Switch to the x-axis - scaling tab to determine that companies are grouped according to country.
7. Click on the icon to add a new analysis unit.
8. Select a field (in this example Country).
9. Enter a Legend and Text to be displayed in the analysis.
10. Click OK in the Unit dialog box.

    This determines that each Country (i.e. each catalog entry) is treated as a separate unit.

    

11. Save the analysis.