You can create your own custom Business Analytics (BA) from scratch or modify an existing BA by cloning it.
Remember that any edits to our default BA are only temporary and will not be saved. So, if you find yourself constantly modifying the stock BA, you will want to create your own with all your preferences.
You can open the Business Analytics Explorer via Start > Reports > Business Analytics.
When you click the New button, you will need to choose from Chart or List and then choose an entity, e.g., project, purchase orders, etc.
Chart BA
The entity chosen will dictate what grouping options are displayed.
You can choose as many groupings as you want for your BA and then set one as the default selection.
You can choose one or two data sets for the BA.
The options for the project entity are shown below; this list will vary based on the entity.
Most of the fields are self-explanatory, but here are a few explanations.
The Projected Total Price and Projected Profit are multiplied by the Probability Percentage of the Project Status.
Once you choose a field, you then choose an operator and can also change the color of the data set when creating a Column or Bar chart.
The Filter tab is a query you can build to suit your needs.
The default clauses for a Project BA are shown below.
List BA
The List-type BA has three tabs to allow you to create the desired output.
On the Fields tab, there is a list of available fields. You can use the arrows to choose which field you want and then use the Up arrow or Down arrow to put the fields in the desired order.
On the Sorting tab, you can then choose your preferred sorting of the list.
As with Chart-type BA, the Filter tab is a query you can build to suit your needs. The default clauses for a Project BA are shown below.