General Concepts
The FOCUS reporting module shares a common set of controls and behaviors across its report pages. Once you understand these, every page becomes familiar. This page explains the controls and conventions you will see throughout the module.
Page navigation and help
Page help icon. Every report page carries a help icon (?) that opens detailed guidance for that page.
Small ? icons. Small (?) icons sit beside individual visuals, such as a filter, chart, or toggle, explaining what the visual means or how to use it. They are everywhere, so look for one whenever a visual is unclear.
Page reset. The page reset control returns the current page to its default view, clearing any filters and selections you have applied.
Tile drill-through. Summary tiles may have a drill-through arrow that pivots to the underlying report page, pre-filtered for context where possible.
Perspectives and grouping
Perspective. The Perspective selector applies a grouping to the page's charts and tables. The list presents key FOCUS columns and virtual tags (vtags), limited to those that are useful in the context of the page. Perspective is single-select.
Perspective Filter. Once a Perspective is chosen, the Perspective Filter is populated with that Perspective's values, which you can multi-select to filter the reporting.
Perspective selectors and filters are characterized by their lavender background.
Filtering
Standard filters. A range of standard FOCUS filters is always available, such as vendor, account, charge category, resource type, and region. Filters are multi-select.
Clear a filter. Mouse over the top-right of a filter to reveal an eraser icon that clears its selections.
Some pages apply sensible default filtering. For example, several pages filter the FOCUS chargecategory column on Usage to exclude purchasing spikes and improve chart visibility. You can override a default using its filter.
Standard filter controls are characterized by their transparent background, inheriting the same color as the page background.
Time controls
Date Range. Controls the start and end dates of the data in scope, with a range of presets and a custom option.
Interval. Toggles the chart's time grouping, typically between daily, weekly, and monthly.
Time controls (and some special filter controls) are characterized by their blue background.
Currency and cost basis
Currency Source. Toggles costs between FOCUS and BASE. FOCUS shows costs in the original billing currencies. BASE shows costs in your pre-configured base currency, a designated currency used for consolidating multi-currency costs.
Cost source. Where offered, switches the cost basis between Billed and Effective cost. Some pages also let you choose which FOCUS cost column drives calculations such as delta, markup, and tax.
When a page can mix currencies, selecting FOCUS means a chart may aggregate multiple currencies together. Tables include a currency column and always separate costs by currency, but the total row will only be shown when BASE currency is selected.
Working with charts and tables
Cross-filter from a chart. Click a chart element, such as a colored category block in a column, to filter tables and other visuals to that selection.
Cross-filter from a table row. Click a table row to filter the page's charts and visuals to that row.
Zoom sliders. Where available, drag the sliders on a chart's axes to magnify small details and separate categorizations.
Tooltips. Hover over a chart element for a tooltip showing datapoint detail, reflecting the active Perspective.
Sorting. Click a table column heading to toggle its sort order.
Column resize. Drag the boundary between column headings to resize.
Export. Mouse over a table to reveal an ellipsis (…) menu, then choose Export data for external analysis.
Conditional formatting. Some tables color cells to highlight values, such as red and green for cost deltas.