MRSware Sales and Commissions
  • MRSware
    • About
  • Sales & Commissions
    • Sales Reps
    • Manufacturers
  • CRM
  • Blog
  • Pricing
  • Support
    • Training >
      • Training Classes - MRSweb
      • Training Classes - MRSware >
        • Lesson 1 - MRSware Home Page
        • Lesson 2 - CRM - Companies/Contacts
        • Lesson 3 - CRM - Calendar
        • Lesson 4 - CRM - Journals
        • Lesson 5 - CRM - Tasks
        • Lesson 6 - CRM - Projects
        • Lesson 7 - MREPS - Customers
    • Documentation
    • Integrations
    • Admins
    • Live Service Status
  • Login
  • Free Trial

How to Save & Re-Open Data Analysis Views

9/24/2012

0 Comments

 
Data Analysis is my preferred choice for reporting in MRSware.  With Data Analysis you can manipulate the table with the data by sorting, filtering, using pre-set calculations, and even adding custom calculations to the columns.  
​
Once you have taken the time to get your report exactly the way you want it, you can save the view so next time you open Data Analysis, you don't have to move the various dimensions around to get it back to your preferred view.
Here's an example of how to save your Data Analysis view:

1. Click on Sales and Commission Analysis
​
Picture

2. When the Parameters dialog opens select your date range.  In this instance I selected:
From Date: 1/1/2012 
To Date: 3/31/2012
Click Ok








​


Picture

3. Set up your view in the Sales & Commission cube

In the example below we selected:
​
Sales Rep on Customer, Principal, Customer and then filtered to show only Jenny Doe's data for the 1st quarter.
​
Picture

​4. Click on File -> Save as











​

Picture

5. When the Save as window opens click on Save as type field (at the bottom of the window) and select State File cube (*cbs.)

​
Picture

​6.  Type the name of the file into the File name field and click Save
​

In the example I chose "DA view - Sales Rep  Principal  Customer"

Picture

Now you've saved your view.  Anytime you want to see your data this particular way, you can re-open the view with new dates.

Here's an example of how to re-open your saved Data Analysis view:

1. Click on Sales and Commission Analysis

2. When the Parameters dialog opens select your date range.  In this instance I selected new dates in order to see all data for the 1st two quarters of the year:
From Date: 1/1/2012 
To Date: 6/30/2012
Click Ok
 
3. When the Sales and Commission Cube opens, click on File -> Open ​


​
Picture

4. Your window opens showing the folder where you saved your Data Analysis views

Click on State Cube File in the Files of Type field 

Select your view - in the example I selected "DA view - Sales Rep Principal Customer"
​
Click Open

Picture

​The Sales and Commission Data Analysis cube you opened will now show the saved view with the new sales and commission numbers reflecting your new dates set in the Parameters dialog.

You can save as many different views you like and re-open them when needed.
0 Comments

Your comment will be posted after it is approved.


Leave a Reply.

    Documentation

    ​You will find technical documentation, MRSware instructions, release notes, and general content to help MRSware users through their day on this page.

    Please use the Categories below to find documentation for each area in MRSware.

    ​You may also use the Search field above to look for specific topics. To get a more precise list of articles for a particular menu option, for example, use quotation marks around the text in the Search box, e.g. "bulk assign sales rep".

    Categories

    All
    1
    Android
    Appointments
    Auto-Complete
    Batch Edit/Bulk Update
    Categories
    Contacts
    Customers
    Data Analysis
    Duplicate Removal
    Education Module
    Email
    Email/Spam
    Email Templates
    File Share
    Google
    Hidden
    IMAP
    Installation
    Journals
    Master List
    Microsoft Office
    Mobile
    (MREPS)
    MRSweb
    New MRSware Users
    Outlook
    Payments
    Projects
    Reports/data Analysis
    RSS Reader
    Sales Force Automation (SFA)
    Search / Filter / Sort
    Sync
    Tables / Listings
    Troubleshooting
    Types
    User Manuals
    Video

    Archives

    November 2022
    September 2022
    June 2022
    March 2022
    February 2022
    January 2022
    December 2021
    May 2021
    October 2020
    September 2020
    July 2020
    June 2020
    May 2020
    September 2019
    April 2019
    September 2018
    January 2018
    August 2017
    February 2017
    January 2017
    December 2016
    September 2016
    July 2016
    June 2016
    May 2016
    February 2016
    January 2016
    December 2015
    October 2015
    September 2015
    August 2015
    July 2015
    June 2015
    May 2015
    April 2015
    March 2015
    February 2015
    January 2015
    December 2014
    November 2014
    October 2014
    July 2014
    June 2014
    February 2014
    October 2013
    September 2013
    July 2013
    May 2013
    April 2013
    March 2013
    February 2013
    November 2012
    September 2012
    July 2012
    June 2012
    May 2012
    April 2012
    December 2011
    November 2011
    October 2011
    September 2011
    August 2011
    May 2011
    April 2011
    March 2011
    December 2010
    September 2010
    July 2010
    May 2010
    April 2010
    February 2010
    January 2010
    December 2009
    November 2009
    October 2009
    July 2009
    June 2009
    May 2009
    April 2009
    March 2009
    February 2009
    January 2009
    October 2008
    September 2008
    August 2008
    July 2008
    June 2008
    May 2008
    April 2007
    September 2006
    August 2006
    July 2006
    June 2006
    May 2006

    RSS Feed

Home | Sales and Commissions | CRM | Blog |​ Pricing | Training | Support | Log In | Free Trial 
sales@MRSware.com     (866)795-8386 x1
Copyright (c) 2002-2023 EYOND, Inc
.
MRSware is an EYOND, Inc. Integrated Solution
made in Austin, TX  USA