Profit Analytics: Quick Reference

To analyze data for fiscal years...

To select one fiscal year, click that year.

To select more than one year, do either of the following:

• Click the first year, hold down the mouse button, and drag the mouse pointer over the other years.

• Click the first year, and then press CTRL as you click each of the other years.

To analyze data for selected fiscal quarters...

1. Select the fiscal year or years.

2. To select one quarter, click that quarter.

To select more than one quarter, do either of the following:

• Click the first quarter, hold down the mouse button, and drag the mouse pointer over the other quarters.

• Click the first quarter, and then press CTRL as you click each of the other quarters.

To analyze data for selected fiscal periods...

1. Select the fiscal year or years.

2. To select one fiscal period, click that period.

To select more than one period, do either of the following:

• Click the first period, hold down the mouse button, and drag the mouse pointer over the other periods.

• Click the first period, and then press CTRL as you click each of the other periods.

To select a single organization or reorganization...

1. Click one or more times to display the level of the organization or reorganization.

2. Click the organization or reorganization.

To select multiple organizations or reorganizations...

1. Click one or more times to display the level of the organization or reorganization.

2. If the organizations or reorganizations are listed together, click the first organization or reorganization, hold down the left mouse button, and drag the mouse pointer over the other organizations or reorganizations. If they are not listed together, press the CTRL key as you click each of the organizations or reorganizations.

To select a single attribute value...

1. Click the attribute by which you want to filter. For example, to filter by project type, click .

2. In the drop-down list, click the attribute value that you want to apply.

To select multiple attribute values...

1. Click the attribute by which you want to filter. For example, to filter by project type, click .

2. If the attribute values that you want to apply are listed together, click the first value, hold down the left mouse button, and drag the mouse pointer over the other values.

If the attribute values that you want are not listed together, press the CTRL key as you click each of the values.

If you select only one value for an attribute, Costpoint Analytics displays that value next to the attribute. If you select more than one value for an attribute, the selection indicator changes to green: . To display the selected values in that case, click anywhere in the attribute row.

To select a single project...

1. Click in the upper right corner of the list to change the projects displayed from top-level projects to revenue-level projects, or the reverse.

2. Scroll down the list to locate the project, or right-click the list and click Search on the shortcut menu to search for them.

3. Click the project.

To select multiple projects...

1. Click in the upper right corner of the list to change the projects displayed from top-level projects to revenue-level projects, or the reverse.

2. Scroll down the list to locate the projects, or right-click the list and click Search on the shortcut menu to search for them.

3. If a group of projects you want to select are listed together, click the first project, hold down the left mouse button, and drag the mouse pointer over the other projects.

If the projects you want are not listed together, press the Ctrl key as you click each of them.