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This illustration identifies the main components of an analytics tab.
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To move from Costpoint Analytics - Summary to the detailed analytics, click the label for one of the summary analytics areas. For example, to go to the detail analytics in Costpoint Analytics - Projects, you can click Profit, Revenue, Projects at Risk, or Backlog.
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To move from one of the detailed analytics applications (Costpoint Analytics - Projects, for example) to another analytics application, complete the following steps:
If your firm only has Capture Analytics, this navigation box is not displayed because you can use the tabs to navigate to all of the analytics. |
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To move from one set of analytics to another within one of the analytics applications, click the tab for those analytics. You can only move to the tabs to which your system administrator gives you access. If you do not have access to a tab, that tab is not visible. |
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To review or change your user options in Costpoint Analytics, click the User Options tab. (Capture Analytics does not have a User Options tab.) You use the User Options tab to make some basic choices about the data displayed in the analytics (for example, whether budget data comes from your baseline budget or from a forecast budget). In addition to affecting the data represented in the analytics, these choices can also affect the filter options that are available and the labels used for screen objects. For more information on user options, see the following: Project Analytics User Options: Overview Employee Analytics User Options Summary Analytics User Options |
The analytics toolbar contains the following options.
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Option |
Description |
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Clear all filter selections and return the analytics tab to its default filtered state. Note that this option only applies to filters. It does not apply to any other selections (selections made using |
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To return to a previous filtered view of the data, click If you use Note that these option only apply to filters. They do not apply to any other selections (selections made using |
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Reverse the last layout action. Changes that can be undone include moving, sizing and removing of objects, and changes to object properties. |
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Reapply the latest undone layout action. If you have undone multiple layout actions, you can repeat this until you have reapplied all of them. |
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Lock all the selected options, so they will not be canceled if you select an unassociated value. |
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Unlock all locked selections. |
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Display a list of the selections currently applied to the analytics, including options selected on the User Options tab. More... |
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Display all notes attached to the analytics. If the Notes dialog box is currently displayed, click this icon to hide it. (This option is only available if your firm enables the Notes feature.) More... |
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This option does not apply to Costpoint Analytics or Capture Analytics. |
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Add a chart or table to the current tab. Drag the icon for the type of chart or table you want from the New Sheet Object dialog box onto the tab. |
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Select a field for which you want to display values in a list box. Drag the field onto the tab from the Fields dialog box. |
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If you interact with the analytics to create a view of your data, and you want to be able to display that view in the future without specifying all of the filter values and other options again, click this option to add a bookmark for the view. More... |
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Delete a bookmarked view of your data. More... |
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To retrieve a bookmarked view, click |
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To retrieve a report, click |
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Share your Costpoint Analytics or Capture Analytics session with others for real-time collaboration. (This option is only available if your firm enables the Session Collaboration feature.) More... |
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More: Open Help |
Display the QlikView online help. |
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More: Mail with Bookmark as a Link |
Creates an email message with a URL link to the current analytics using an automatically created temporary bookmark. The recipients, if they have the necessary security access, can display the analytics as they looked when you generated the email. More... |
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More: Document Support Information |
Display support information related to the analytics, such as analytics name, user name, build number, and so on. |
If you right-click in any blank area of a tab (that is, not on a chart, table, list, or other object), a shortcut menu displays the following options.
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Option |
Description |
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Properties |
Display the properties of the analytics tab. |
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Clear all filter selections and return the analytics tab to its default filtered state. Note that this option only applies to filters. It does not apply to any other selections (selections made using |
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Clear All Selections |
Clear all filter selections, including those that are set by default for the analytics tab. Note that this option only applies to filters. It does not change cycle icon ( |
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Set Clear State |
Set the current selections as the state to which the analytics return when you use the |
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Reset Clear State |
Reset the clear state to the default. |
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To return to a previous filtered view of the data, click If you use Note that these option only apply to filters. They do not apply to any other selections (selections made using |
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Reverse the last layout action. Changes that can be undone include moving, sizing and removing of objects, and changes to object properties. |
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Reapply the latest undone layout action. If you have undone multiple layout actions, you can repeat this until you have reapplied all of them. |
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Lock all the selected options, so they will not be canceled if you select an unassociated value. |
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Unlock all locked selections. |
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Display a list of the selections currently applied to the analytics, including options selected on the User Options tab. More... |
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Display all notes attached to the analytics. If the Notes dialog box is currently displayed, click this option to hide it. (This option is only available if your firm enables the Notes feature.) More... |
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Add Sheet |
Add a new tab to the analytics. |
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Paste Sheet Object |
If you copy an object, use this option to paste that object on the current tab. |
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This option does not apply to Costpoint Analytics or Capture Analytics. |
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Add a chart or table to the current tab. Drag the icon for the type of chart or table you want from the New Sheet Object dialog box onto the tab. |
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Select a field for which you want to display values in a list box. Drag the field onto the tab from the Fields dialog box. |
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If you interact with the analytics to create a view of your data, and you want to be able to display that view in the future without specifying all of the filter values and other options again, click this option to add a bookmark for the view. To retrieve a bookmarked view, click |
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Delete a bookmark view of your data. More... |
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Mail with Bookmark as a Link |
Creates an email message with a URL link to the current analytics using an automatically created temporary bookmark. The recipients, if they have the necessary security access, can display the analytics as they looked when you generated the email. More... |
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Document Support Information |
Display support information related to the analytics, such as analytics name, user name, build number, and so on. |
If you right-click in a chart, table, list, or other object, a shortcut menu displays some or all of the options in the table below. The options on the menu vary depending on the type of object.
Some filter lists also have a Menu icon (
) in the upper-right corner that you can click to display the shortcut menu.
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Option |
Description |
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Properties |
Display the properties of the object. |
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Notes: Add a New Note |
Attach a note to the chart, table, or list. (This option is only available if your firm enables the Notes feature.) More... |
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Notes: View Attached Notes |
View the notes attached to the chart, table, or list. This option is not available if no notes are attached to the object or if your firm has not enabled the Notes feature. More... |
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Expand All |
Expand all collapsed cells in a pivot table column. To use this option, you must right-click in the column you want to expand. |
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Collapse All |
Collapse all expanded cells in a pivot table. To use this option, you must right-click in the column you want to collapse. |
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Collapse Dimension Rows |
Collapse all rows in a pivot table. |
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Collapse Dimension Columns |
Collapse all expanded columns in a pivot table. |
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Cycle |
This option is only available if there are multiple versions of the filter list. Select this option one or more times to cycle through the available versions until the one you want is displayed. You can also cycle through the versions by clicking |
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Search |
Search the filter list for specific values. More... |
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Fuzzy Search |
Search the filter list in "fuzzy" mode. The search returns values that are sorted based on their resemblance to the search string you enter. |
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Select Possible |
Select all of the values in a filter list that are not excluded by the current selections. |
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Select Excluded |
Select all of the values in a filter list that are excluded by the current selections. |
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Select All |
Select all of the values in a filter list. |
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Clear All Selections |
Clear the filter selections made directly on the chart or table. It does not change filter selections made on other charts or tables or those made in a filter list. Note that this option only applies to filters. It does not change cycle icon ( |
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Clear |
Clear the selections for one filter list. You can also clear fiscal year, quarter, or period selections using this method. Note that this option only applies to filters. It does not change cycle icon ( |
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Clear Other Fields |
Clear the selections for all filter lists except one. This clears selections in all filter option lists, attribute lists, and the analysis period except the filter list from which you selected the action. Note that this option only applies to filters. It does not change cycle icon ( |
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Copy |
Copy an analytic object. To place the copy, go to the tab to which you want to add it, right-click the tab, and click the Paste Sheet Object option. |
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Print the chart, table, filter list, or other tab object. When the chart, table, or filter list displays in a browser window, use the printing functions of the browser to print it. You can also use this option to email a copy of the chart, table, or filter list. When the chart or table displays in a browser window, click Page on the toolbar, and click either Send page by email or Send link by email. |
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Send to Excel |
Send the data from a chart, table, or filter list to Microsoft Excel. More... |
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Export |
Export the data from a chart or table to Comma Separated Values (CSV) format. More... |
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Fast Change |
If the Fast Change icon ( |
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Maximize |
Display the chart or table at its maximum size so you can read it more easily. More... |
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Restore |
Restore a maximized or minimized chart or table to its standard display size and location on the tab. More... |
, for example). 
in the upper-right corner of the filter list.
) appears in the upper-right corner of a chart or table, click this option and click the Fast Change version you want on the submenu.