Customizing Analysis in Kala

In Kala, you can customize your analysis to suit your specific needs.

When navigating to Analysis in the menu on the left, you will see a default setup with the following categories:

• Date
• Employee
• Customer
• Project
• Task Line
• Hours
• Work Type
• Invoiced
• Comment

Customizing Your Analysis

An easy way to customize your analysis is through filtering, sorting, and grouping.

1. Filtering Data:
   • To the right of each category, there is a filter icon.
   • Click the icon to make various adjustments.
   • To filter data within a specific time range, click the filter icon under Date.
   • In the pop-up window, change Equals to In range, after which you can specify the interval for your data.
2. Sorting Data:
   • Click the small arrow on the right of a category to sort the data ascending or descending.
     • The arrow is not always visible but will appear when you click on the category name.

Grouping Data

One of the most useful features in Kala’s analysis is data grouping.

1. How to Group Data:
   • Drag the desired category upwards, to the line Drag here to set row groups.
   • Once a category is dragged up, only data related to this category will be visible.
2. Example of Grouping:
   • To see which employees have spent the most hours on a project, drag the Employee category up next to Project.
   • Click the arrow to the left of a project to expand the data and see how many hours each employee has registered.
3. Add or Remove Categories from Grouping:
   • You can add multiple categories to deepen your analysis.
   • Remove a category from the grouping by clicking the small X next to the category name in the grouping line. The category will then return to its original position in the table.

Save Your Custom Changes

If you frequently sort your data in the same way, you can save your setup so you can easily reload it later.

1. Click Save Setup in the upper right corner.
2. The next time you open Analysis, you can click Load Setup, and Kala will automatically retrieve your most recently saved setup.

Note: Only the most recently saved grouping can be reloaded.

Export Your Data

You can export your data as either an Excel or CSV file.

1. Right-click anywhere on the dataset.
2. Select Export and choose the desired file type.

Export Selected Data Only

1. Highlight the data you wish to export.
2. Right-click the highlighted area.
3. Select Export to save the selected data to a file.

With these features, you can easily customize, group, and export your analysis in Kala to suit your organization’s needs.