Configure analyses

An analysis is a powerful instrument for generating management information that you can present in Microsoft Excel or publish as a cockpit on InSite.

An analysis is a Microsoft Excel file you save in Profit. This file does not contain any Profit data, but references to the data in the Profit environment in the form of fields. When you generate an analysis, it always uses the most recent data from the environment. You can regenerate the analysis at any time retaining the calculation fields, pivot tables or pivot charts you have added.

Preparation

• Check support of Microsoft Office

  Starting with Profit Update 2016.2.08, the 64-bit version of Microsoft is fully supported. If you are using an older Update, you need the 32-bit version of Microsoft Word for the Document generator.

  The default analyses supplied with Profit are always created using the most recent version of Office. You can copy these analyses and edit the copy. You need Microsoft Excel 2010 or higher to do this. (You cannot edit these analyses in Excel 2007.) This applies to both AFAS Online customers and customers who have a local installation.

• Authorisation

Procedure

• Add an analysis
• Save and exit an analysis
• Pivot tables and charts
• Use categories
• Use calculation fields
• Publish an analysis on InSite
• Refresh a worksheet
• Sort a worksheet
• Use masks
• Export and import analyses
• Resolve error messages in analyses

Also see

• View an analysis
• Use an analysis as a template