Analytics Tips and Tricks

General Tips

• When using a saved worksheet or crosstab, associate searches with it to speed up the process and avoid mistakes. To do this, open a worksheet or crosstab and click on Add Searches to Object under the Search menu. From there, select any number of searches. When opening a worksheet or crosstab, these searches will now show up first under Open Search. To remove a search, go to the Search menu and select Delete Searches from Object.

Crosstabs

• When using an expression to show one column as the percentage of another, change the aggregate type from Sum to Expression to allow the Totals line to be calculated as a percentage.

• When first creating a crosstab, drag all of fields you may want to sort by into Slice Dimensions. When the crosstab is run, this will query all of the fields and any sorting you want to do won't be delayed by needing to re-run the tab.