Typical Workflow for Creating Analyses

Here are the common tasks to start creating analyses.

Task Description More Information

Create an analysis

Select and arrange columns that you want to use in an analysis.

Creating Your First Analysis

Set properties for columns

Specify properties such as heading and value formats, display of data, and conditional formatting.

Setting Properties for Columns

Work with the data in the analysis

Add formulas and calculated measures to the analysis.

Editing Formulas or Calculated Measures

Affect the values of data in the analysis

Specify filters, selection steps, groups, and calculated items for the analysis.

Filtering and Selecting Data for Analyses