Skip to main content
Conga Support

Analysis Overview

This page applies to: Conga Contracts
This page applies to: BI Toolbox Module

An analysis extracts the data stored in Conga Contracts to a table that can accommodate several related data fields. A visual display, such as a bar/pie chart, can be added to identify the relationship between two or more data fields, as well as patterns in a single data field over time or in relation to a value. When more than two fields are needed to analyze information, a cross-tabulation table can be created to highlight the interaction of data. The Table section of an analysis can be exported as an Excel spreadsheet, PDF file, or a CSV (Comma Separated Value) file.

An analysis is the building block used to create both an Analytics Report and a BI Dashboard.  An Analytics Report can be shared with other users and scheduled for distribution.  A BI Dashboard can be shared with other users and is available from the Conga Contracts Dashboard using the BI Toolbox portlet. 

An analysis lends itself well to creating an Analytics Report since it generates spreadsheet-based data, while a visual analysis lends itself well to creating a Dashboard due to the flexibility and variety of charts offered.

The following tasks can be performed for a BI Analysis:

  • Was this article helpful?