Analysis tree

What is the analysis tree?

The Analysis tree is the place for adding data, analyses and charts. It consists of three different elements:

  • The Series list, which includes all the data you add to a document
  • The calculations you have applied to the data
  • The presentation styles you have selected to visualize the data

You use the analysis tree to apply, organize and access these elements in developing your document. By adding or inserting different nodes in the tree, you can apply a variety of analyses and presentations to a dataset, collected in a single document.

Structure of the analysis tree

As you can see in the picture above, you start with the Series list, which is always the root node. You then apply one or more parent nodes containing calculations, or presentation styles. The output of each node is dependent on the preceding nodes it is grouped with.

The way you structure the analysis tree affects the output of the document. For example, adding a Forecast after a Rate of change analysis implies that the forecast will be calculated based on the rate of change calculation above.

Working with the Analysis tree

Using the Add button

The output of the node you add will act as a function of the node you highlight.

Define which node should be added to by selecting it in the tree. The new node, Regression, is placed at the end of the tree, as a new branch of Rate of change, the node that was selected.


Using the Insert button

The output of the node you highlight, will act as a function of the node you insert.

Define which node should be acted on by selecting it in the tree. The new node, Lag, is inserted above Time chart, the note that was selected. Consequently, Time chart becomes a branch of Lag, the node that was inserted.



Any new nodes will be acted on by all of the nodes above, within the same grouping. When deciding where to add or insert a node, you should keep in mind that the order of your calculations is important.

Working with the Analysis tree - video


Re-organizing the analysis tree

Moving analyses within a branch


You can move analyses that are on the same level / branch up or down in the tree. This does not affect calculations but can help you to organize your document.

How to move up, rename, duplicate or delete analysis

Besides Add and Insert there are a few more functions available via the context menu. These will help you make changes to the structure of the analysis tree.

Move up

  1. Click on the branch you want to move to open the context menu
  2. Select move up

The rebase calculation will now be applied to the data after the smoothing calculation.


  1. Right click on the branch you would like to rename, or press F2
  2. Type in the new name, and click OK

Renaming is a useful for quickly being able to identify the correct branch, when building documents with a large analysis tree.


  1. Right click on the branch containing the segments you would like to duplicate
  2. Select Duplicate from the context menu, or use the keyboard shortcut Ctrl+2

By duplicating an entire block of calculations, you can quickly generate a new chart from the same dataset and calculations, in order to compare different aspects of the data.

For example, different periods of time, as shown in the example below.


  1. Right click on the branch you want to delete
  2. Select delete from the context menu
  3. Use the keyboard shortcut Ctrl+Z if you want to undo this

To avoid accidentally deleting an entire block of calculations the command is only executed on the highlighted branch. That is, each branch must be selected and deleted separately.