Settings is where you configure your Analytics reports, see all of the analytic content in your current project, and edit Tabs and Categories.

Open Settings

Click the Gear icon in the top right of the Analytics app

The Modal appears

Measures

The meat of Analytics is the Measure: a formula that combines numerical data from Components additional formulaic inputs from the Formula Function List to produce calculations that match your firm’s requirements.

The Measures tab in Analytics Settings lets you see all of the measure in your project to edit and delete without searching through the report view.

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Learn more about Measures

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Categories

Categories organize data both visually and schematically. The categories you choose will display in Tabs and allow you to sort and filter your measures.

Basic Settings

• Selected category: select which category you want to edit
• Clear: clear the selection
• Delete: delete the category from the project. Measures will be orphaned but not deleted.
• Save changes
• New category
• Label Text: The name of the Category, as it will appear in reports and throughout the editor
• Appears in Tabs : Select which tabs you want these categories to display in. Each category can display in multiple tabs, so you do not need to duplicated measures
• Color: Pick a color to display for this category. The color displays as a dot next to the category in reports and can also control the color of charts in Widgets
• Subcategorise by Usage: Toggle on/off to display items in this category is sub-groups by the Usages by default

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Learn more in Categories

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Tabs

Use Tabs to manage the way your report on Measures.

You can add as many tabs as you like to a project.

• Select a Tab to edit
• Clear the selection
• delete the tab
• Add a new Tab
• save changes
• Change the tab name by editing the label text

New Tab

Add new tabs from the Tabs menu in the editor or from the analytics report

Report palette OR

Tab Configurator

Click configure > Tabs

Then:

Click “New Tab”

Enter the name

Click “create”

Then, to add Categories to a Tab, go to the Categories menu in the editor, and add the tab names to the “Appears in Tabs” drop down.

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Usages

Edit the property values of usages right in the analytics modal. This is the same as opening the Usages Table View, except you don’t have to close the Analytics modal you’re working in. Edits made here will affect the entire project.