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66 changes: 0 additions & 66 deletions content/applications/essentials/search.rst
Original file line number Diff line number Diff line change
Expand Up @@ -180,72 +180,6 @@ It is possible to *customize groups* by using a field present on the model. To d
cluster, the next one that is added further divides the main group's categories, and so on.
Furthermore, filters and groups can be used together to refine the view even more.

.. _search/comparison:

Comparison
==========

Certain reporting dashboards include a :guilabel:`Comparison` section in the drop-down menus of
their search bars. This includes the :doc:`Overall Equipment Effectiveness
<../inventory_and_mrp/manufacturing/reporting/oee>` report for the **Manufacturing** app and the
:doc:`Purchase <../inventory_and_mrp/purchase/advanced/analyze>` report for the **Purchase** app,
among others.

The options in the :icon:`fa-adjust` :guilabel:`Comparison` section are used to compare data from
two different time periods. Pick between the two comparison options: :guilabel:`(Time Filter):
Previous Period` and :guilabel:`(Time Filter): Previous Year`.

.. important::
For some reports, the :guilabel:`Comparison` section **only** appears in the search bar drop-down
menu if one (or more) time periods have been selected in the :guilabel:`Filters` column. This is
because there is nothing to compare if no time period is specified.

Additionally, some reports only allow use of the :guilabel:`Comparison` feature when the
:icon:`fa-pie-chart` :guilabel:`(Pie Chart)` graph type or the :icon:`oi-view-pivot`
:guilabel:`(Pivot)` view, is selected. A :guilabel:`Comparison` option can be selected even if
another view is enabled, but doing so does **not** change the way data is displayed on the
report.

.. image:: search/comparison-section.png
:alt: The search bar for the production analysis report.

To view data using one of the two comparisons, begin by selecting a time period in the
:guilabel:`Filters` column of the search bar drop-down menu. Then, select either :guilabel:`(Time
Filter): Previous Period` or :guilabel:`(Time Filter): Previous Year` in the :guilabel:`Comparison`
section.

With one of the :guilabel:`Comparison` options enabled, the report compares the data for the
selected period, with the data for the same unit of time (month, quarter, year), one period or year
prior. The way the data is displayed depends on the selected view:

- The :icon:`fa-bar-chart` :guilabel:`(Bar Chart)` shows two bars, side-by-side, for each unit of
time for the selected time period. The left bar represents the selected time period, while the
right bar represents the previous time period.
- The :icon:`fa-line-chart` :guilabel:`(Line Chart)` is displayed with two lines, one representing
the selected time period, and the other representing the previous time period.
- The :icon:`fa-pie-chart` :guilabel:`(Pie Chart)` appears as a large circle with a smaller circle
inside. The larger circle represents the selected time period, while the smaller circle represents
the previous time period.
- The :icon:`oi-view-pivot` :guilabel:`(Pivot)` is displayed with each column split into two smaller
columns. The right column represents the selected time period, while the left column represents
the previous time period.

.. example::
In the :guilabel:`Production Analysis` report of the :menuselection:`Manufacturing` app, data for
the second quarter of 2024 is compared to data for the second quarter of 2023. :guilabel:`Q2` is
selected in the :guilabel:`End Date` filter section of the search bar drop-down
menu. In the :guilabel:`Comparison` section, :guilabel:`End Date: Previous Year` is selected.

The current year is 2024, so the larger circle shows data for the second quarter (Q2) of 2024.
The smaller circle shows data for the second quarter (Q2) of 2023, which is the same time period,
but one *year* prior.

If :guilabel:`End Date: Previous Period` is selected instead, the smaller circle shows data for
the first quarter (Q1) of 2024, which is the same time period, but one *period* prior.

.. image:: search/comparison.png
:alt: The comparison view of the Production Analysis report.

.. _search/favorites:

Favorites
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