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    IndustrySafe Analysis Grid Quick Guide

    The purpose of the Analysis Grid is to provide a complete package of data analysis capabilities so that the IndustrySafe users can create powerful reports and dashboards.

    Within each module are one or more analysis grids listed under the Reports & Analysis tab, for example in the Incidents module these include the Incident Log, Vehicle Incident Log, and Employee Injury Log

    An Analysis Grid consists of separate panels for controls, configuration, tables, charts, and cross tabs. Users can manipulate the controls, creating data analysis and presentations on the fly.  This guide provides an overview of the basic features available to all users.

    If you are looking for a guide covering the advanced features available only to Administrators, it can be found here:

    >> IndustrySafe Analysis Grid Advanced Guide

    Here is a helpful video that demonstrates the Layout, Sort, and Filter feature: 

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    Overview of Components

    The Analysis Grid Log Reports have multiple components and feature functionality as follows.

    Heading Components

    Open

    Opens a drop-down menu that lets the user open both the users’ saved reports and reports shared by administrators.

    Save

    Saves the user’s analysis grid customizations to file so they may be recalled later (in a different session).

    Save As

    Saves the user’s analysis grid customizations to a file as a new report to be recalled later (in a different session)

    Refresh

    Refreshes the grid data without losing any of the user’s grid customizations made during the session.

    Reset

    User settings are automatically retained during their sessions; use this link to clear those settings.

    Export Features

    The Analysis Grid includes three buttons that allow you to export Table data to: Excel and PDF.  Note:  The export to Excel feature only includes table data. The export to PDF feature will also include charts and graphs associated with the report.

    Excel

    Exports displayed columns and records to Excel spreadsheet.

    PDF

    Exports displayed columns and records to PDF in a landscape view.   Your logo can display on the top right corner of the PDF but must be uploaded by your organization’s IndustrySafe System Administrator in the System Function Logo Area of the application.

    Basic Features

    Columns

    The Columns panel is available within the Show/Hide Options gear icon. The Columns component allows users to select which columns to display in the table simply by checking the columns they would like to include.  The order the fields display in the Columns list is also the default order the columns will appear in the table.

    In addition, users can move columns by dragging and dropping the column with the mouse.

    The columns that appear in the Columns component differ from Analysis Grid to Analysis Grid, however the Columns component functions the same way in all the Analysis Grids. Please note, the listing of columns available to include in the report cannot be edited.

     

     

    Sort

    The Sort panel is available within the Show/Hide Options gear icon. The dropdown menu next to Data Column selects the column. Order Direction sorts the column in either ascending or descending order. As Sort Order columns are created, they are added to the list of sorts. They can be Replaced or Removed. More than one column can be sorted by adding Data Columns.

    Filter

    The available columns can be chosen in the Filter Column drop down menu. Comparison operators include =, <, <=, >=, >, Not =, In List, Not In List, Starts With, Contains, Not Starts With, Not Contains, Date Range, Range.

    The Starts With and Contains operators are useful for finding values at the beginning or within data (analogous to SQL WHERE clause operators LIKE and CONTAINS) and will work with both text and numeric data. They do not support wildcard characters.

    You can add multiple filters which are initially linked together using AND logic. Clicking the AND link to the left of a filter in the Filters list will cause the relationship to change to OR. If multiple filters are set on the same column, OR logic is automatically applied. If two or more filters are created, a set of Up and Down arrows appear next to the filter. These arrows can be clicked to re-order the precedence of the filters. Further, to the right of the Up and Down arrows will be Plus (+) and Minus (-) signs, which can be used to group filters together. Clicking the Plus sign will place the open parenthesis on the filter above, and the closed parenthesis on the filter where you clicked the Plus sign.

    The value is the number that the Comparison is looking for. This will appear as a dropdown menu if the Filter Column selected is a date type column. The two choices are Specific Date, which will give a result on the date chosen, or Sliding Date, which will have a long list to choose from (Last Month Start, 90 Days Ago, etc.).

    In addition, the interface includes the Date Range comparison option and different value controls, for Starting and Ending dates, which can be used in a variety of combinations.

     

    Paging

    The Paging button can be used to access the Rows per Page field, where the numbers of rows displayed per page can be adjusted. The Paging panel is available within the Show/Hide Options gear icon.