Phocas Academy

Browse through a comprehensive library of video tutorials to help you get the best out of the Phocas platform
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Phocas Academy

Learning modules

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Phocas Analytics QuickStart
Analytics Analytics

Phocas Analytics QuickStart

This module for beginners takes you through getting started in Phocas Analytics and doing some simple analysis to get fast results from your data. These videos introduce you to features that you will be using every day.
9 videos
18:42 min
Financial Statements QuickStart
Financial Statements Financial Statements

Financial Statements QuickStart

This module for beginners helps you get started in Phocas Financial Statements. Learn about the grid, layouts and charts and how to add a favorite view to your dashboard.

5 videos
12:29 min
Budgets \x26amp; Forecasts QuickStart
Budgets & Forecasts Budgets & Forecasts

Budgets & Forecasts QuickStart

This module for beginners helps you get started in Phocas Budgets & Forecasts. Learn about the grid, filtering, how you can enter data and submit it for approval, and more.
8 videos
20:35 min
Flex Modes QuickStart
Analytics Analytics

Flex Modes QuickStart

This beginner-friendly module walks you through getting started in Flex Modes and shows you how to run simple analyses for quick insights. Learn how to explore your data with Flex Modes and see how the different modes and features give you the flexibility to view, compare, and analyze your information in ways that work best for you. 

 

5 videos
10:10 min
Rebates QuickStart
Rebates Rebates

Rebates QuickStart

This module for beginners helps you get started in Rebate. Learn how to use Rebates, from setting up and configuring your first Rebates project though to calculating and posting rebates.
7 videos
12:53 min
A simple way to re\-forecast
Budgets & Forecasts Budgets & Forecasts

A simple way to re-forecast

Re-forecast as conditions change during the year, using your prepared budget as the starting point.
2 videos
4:03 min

Video tutorials

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Create a nested view
Analytics Analytics

Create a nested view

With the nest view feature in Flex Modes, you can add dimensions as levels in the grid, making your data easier to interpret. This lets you see how different items contribute to the overall results and build reports where you define the hierarchy of the data on display.

 

1:54 min
Take a tour of Flex Modes
Analytics Analytics

Take a tour of Flex Modes

Learn how to explore your data with Flex Modes, and see how the different modes and features give you greater flexibility in how you view, compare, and analyze your information.

 

2:29 min
Compare data in a matrix
Analytics Analytics

Compare data in a matrix

Learn how to filter and pivot rows at the same time, letting you view two dimensions side by side in a matrix. This makes it easy to compare your data and quickly spot any differences.

 

1:37 min
Apply conditional formatting
Analytics Analytics

Apply conditional formatting

Learn how to use conditional formatting to quickly highlight key values in the grid. In Flex Modes, you can apply rules that change the text or background color based on cell values. It’s a great way to make trends and outliers stand out without needing to sort or filter. 
2:22 min
Filter data in Flex Modes
Analytics Analytics

Filter data in Flex Modes

Learn how to quickly find what you need by filtering data using the Focus button and keyword search options in Flex Modes.
1:48 min
Use sum and working lines
Budgets & Forecasts Budgets & Forecasts

Use sum and working lines

Add extra details to your budget worksheets using sum or working lines on the Main tab. This breaks down values not shown in the Profit and Loss statement, helping you and your team quickly understand where money is coming from or going to.
3:07 min