Analysis

Overview

Analysis helps you investigate the information behind a dashboard card. Start with a result that has caught your attention, then refine it with the measure, breakdown, segments, and filters that best answer your question.

With Analysis, you can:

• choose the measure you want to understand;
• break a result down by a relevant property, such as period, location, practitioner, status, or appointment type;
• segment the result to compare groups side by side;
• filter the data to focus on a specific period or group;
• adjust how the chart is displayed;
• open a value in the table to continue investigating; and
• export the grouped result as a CSV or Excel file.

Analysis carries the current dashboard filters with you, so you can start with the right context and then investigate further without rebuilding the selection.

Flux Analysis

Open a dashboard in Analytics and select the card you want to investigate. Flux opens that card in Analysis with its current selection.

You can return to the dashboard at any time through the breadcrumb. Use Analysis when you want to change the question; use the dashboard when you want to keep monitoring the higher-level view.

Set period and filters

The active filters appear at the top of the page. Select a filter to change it, or select Filter to add another filter.

Start with the period. You can use a preset period or define a custom start and end date. Then narrow the result with the fields that are available for the selected data, such as practitioner, location, status, appointment type, or another relevant property.

Keep the selection focused. A clear filter makes it easier to understand what the result represents and to explain it to colleagues.

Measures

Use Measures to choose what Flux should calculate. The available measures depend on the data you are analysing. For appointments, for example, you may be able to view the number of appointments, total duration, average duration, or unique patients.

Choose one measure that matches the question you are trying to answer. If you need a different perspective, change the measure and compare the result before adding more filters.

Break down and segment

Use Split by to group the result. A time-based split can reveal a trend; a split by practitioner, location, status, or appointment type can show how results differ between groups.

When you split by time, select the time unit that fits the period: year, quarter, month, week, or day. A longer period is usually clearer with months or quarters; a short operational question may need weeks or days.

Use Segment by to compare a second property within every group. For example, split appointments by month and segment them by status. Start without a segment when you want a simple result, then add one when it helps explain a difference.

Chart and table

The chart gives you a quick view of the pattern. The table below it shows the same grouped data and a total row, so you can check exact values.

Select Display to adjust the presentation. Depending on the result, you can show or hide the legend and axes, group smaller values under Other, hide unknown values, or change the number of labels.

Select a value in the table when you want to continue investigating that part of the result. Flux applies the selection so you can move from a summary to a more specific question.

Export results

When the result is ready, select Export in the page header. Choose Download as CSV or Download as Excel.

The file downloads immediately and contains the grouped table currently shown in Analysis, including the selected split, any segment columns, and the totals. If you need individual records rather than a grouped result, use Data Explorer.

Work safely with Analysis

Analysis can include personal, care, operational, and financial information. Use only the filters and exports you need, and make sure the people who view or receive the result are authorised to see it.

Frequently asked questions

Frequently asked questions about Flux Analysis.