Using the POBITS Data Analyzer

Using the POBITS Data Analyzer

The POBITS Data Analyzer is an Excel workbook containing several worksheets. The Case Summaries Data worksheet contains the data downloaded from your POBITS account. All other worksheets include one or more pivot tables and charts based on the Case Summaries Data worksheet. Each pivot table references a table labeled "DataTable". This is critical to understand because when you copy your data to this table, it's not a matter of simply copying your data to this worksheet - you must preserve the table. This is simple. Here's how to load your case summary data into this workbook.

  1. In POBITS, go to the Reports menu and select Case Summaries. This will download a CSV file to your computer.
  2. Open the file (it should open in Excel by default).
  3. Select all rows except the header row, and copy (Ctrl+c)
  4. In this workbook, select the Case Summaries worksheet and select cell A1. Paste (Ctrl+v).
  5. In this workbook, select the Data menu on the ribbon and select Refresh All.
  6. All worksheets will now present data and charts based on the data.

Note that from time to time, we may make improvements to this workbook. The file is located at the above link with a version number assigned and before starting your data analytics journey, check to be sure you have the latest version.

We welcome your suggestions for other data analytic presentations that you need. Please send comments and suggestions to support@pobits.com.



    • Related Articles

    • Using Grammarly with POBITS

      We don't provide spelling or grammar check in POBITS because it's easier to use a browser extension. Grammarly is an extension for Chrome, Firefox, and Safari browsers. It's easy to install and is a very useful extension for investigators using ...

    • Configuring Data Grids

      Data grids in POBITS have many features and custom configurations. The following presentation demonstrates them.

    • Using the POBITS System as an External User

      This topic is targeted to POBITS users in the role of External User. As an external user, you have been given access to the system and access to specific candidates and investigative cases. You may or may not have access to the following objects ...

    • Window Scrolling in POBITS

      This topic is highly relevant to users on Macintosh computers. On most Macintosh computer, use the trackpad for scrolling the home screen since scroll bars may not appear. POBITS is a web application, and everything presented on the screen comes from ...

    • Form Letters

      You can create a form letter for any purpose you may have. The letter can include tags that are replaced with data fields from the chosen record (Candidate or PHS). This is similar to MS Word's mail merge functionality. The basic steps are as ...