Salesmatrix

 

Menu Interface Reference

File - Create Subset

A screen allowing the user to create a subset of data from the existing dataset.

The screen contains the ability to filter any or all of the Customer, Product or Sales channel dimensions. By clicking on the 'Equals' option button on either of the dimensions the user is presented with an interface enabling the choice of either a single item from that aspect, or a complete category of items from that dimension.

The import can also be filtered so that the transactions costs and/or units are not transferred to the new dataset. This was designed to keep potentially sensitive information from suppliers or staff.

The screen provides information regarding the size of the new subset and allows the user to either create a completely new dataset, or filter the current dataset.  

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