Difference between revisions of "ProDon:Analysis Summary"

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(Introduction)
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== Viewing Summaries<br> ==
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== Viewing Summaries<br> ==
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The summaries are always calculated based on the active list. The active list is the result of a search or a filter. For instance, if you want to compare the information of several editions of golf tournaments, you will first have to conduct a search, this way allowing you to view, onscreen only, the transactions attached to one of the golf tournaments. It is possible to search using the search bar or by making a filter.<br>
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When the search is done, click on the [[Image:Button_Summary_detail.png]] button to display the summaries.
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After clicking on the [[Image:Button_Summary_detail.png]] button, the window splits into two sections.
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Revision as of 14:50, 23 August 2011

Template:Header ProDon


Introduction

The "Analysis and history" management contains all the transacions of the database. It is common to want to highlight information for analysis purposes. Many of these analyses are possible thanks to the summaries available. For example:


  • How many different clients were there for the 1,000 transactions of a targeted donation occasion?
  • What is the distribution per city of these 1,000 transactions?
  • What is the total amount of all the transactions of a targeted year?
  • ...

Viewing Summaries

The summaries are always calculated based on the active list. The active list is the result of a search or a filter. For instance, if you want to compare the information of several editions of golf tournaments, you will first have to conduct a search, this way allowing you to view, onscreen only, the transactions attached to one of the golf tournaments. It is possible to search using the search bar or by making a filter.

When the search is done, click on the Button Summary detail.png button to display the summaries.


After clicking on the Button Summary detail.png button, the window splits into two sections.

















Exporting Summaries to Excel


"Summaries" Tab








"Columns" Tab






"Cumulative periods" Tab


"Options" Tab



Excel Functions on Summaries





Document name: ProDon:Analysis Summary