How to Analyze Data Using Metrics & Dimensions
Step 1: Start from Search
Use the Search Bar to begin your analysis.
Step 2: Select a Metric
Choose the metric you want to analyze, such as Sales.
This defines what performance you want to measure.
Step 3: Add a Dimension
Select a dimension such as Parts Category to break down the metric.
INSIA instantly recommends relevant views to help you:
Understand overall performance
Compare categories easily
Identify trends and outliers
Use search and filters within tables to focus on specific values when required.
Drilling Down with Multiple Dimensions
Step 4: Add a Second Dimension
Add another dimension, such as Parts Sub Category, to go deeper into the analysis.
INSIA automatically updates the recommended views, enabling you to:
Identify contributing factors
Compare performance across sub-categories
Pinpoint growth drivers and gaps
This helps move from understanding what is happening to why it is happening.
Step 5: Add a Third Dimension
Add an additional dimension like Customer Category to analyze performance from multiple business angles.
INSIA presents structured views that help you:
Understand product performance by customer type
Identify customer-specific trends
Support better prioritization and decision-making
Pivot Table Analysis for Flexible Decision-Making
INSIA’s pivot table view allows business users to analyze data in a familiar, flexible format.
Using simple drag-and-drop interactions, you can:
Rearrange dimensions instantly
Create custom summaries on the fly
Compare performance across multiple perspectives
Why this matters:
Pivot tables make it easy to explore follow-up questions during reviews or planning discussions without creating new reports or relying on external tools. You get the flexibility of spreadsheets with the control and reliability of governed data.
Working with Tables & Downloads
From table-based views, you can:
Download data in Excel or CSV formats
Print reports for meetings and reviews
This ensures insights are easy to share and ready for action across teams.
Dimension-Only Analysis (No Metric)
Step 6: Analyze Data Structure
INSIA also supports analysis using only dimensions, without selecting any metric.
This helps you:
Understand data hierarchies
Explore relationships between dimensions
Validate data structure before deeper analysis
INSIA automatically switches to structure-focused views such as hierarchy and tree-based representations.
Key Takeaway
INSIA adapts to how business users think and work.
By combining search-driven analysis, intelligent view recommendations, pivot-based exploration, and easy sharing, INSIA removes complexity and enables faster, more confident decision-making.
Watch how to analyze dimensions instantly
