In Insights, an analysis—also known as a "query"—is simply the combination of fields, filters, and conditions you select to explore your data. Before you begin building an analysis, you’ll need to start within a workbook in one of your documents. Learn more about workbooks here.

How it works:
From the list of available fields organized by topic, you choose which dimensions and measures you want to examine. Insights then automatically retrieves and processes the underlying data, presenting you with a clear, visual representation.

Example:
If you’d like to understand total revenue per day, select a date dimension (such as Stay Date) and a revenue measure (such as Total Revenue). Insights will then generate a table or visualization showing daily revenue totals.

Beyond simply selecting fields, you can apply filters, pivot your data, and add custom fields for deeper analysis.

Fields can be searched with the input box above the field picker. Default search will hit fields and views. However, you can specify additional conditions using these filter options:

Each dimension can be added as a filter to focus on specific rows of data. Different filtering options will be presented for dates, numbers, and strings:

To filter using more than one value (equivalent to using OR), insert a comma between values: [bread, cheese]

Date filtering offers several filter options, including:

At times, filtering may require using both absolute and relative dates, for example first ten days of 2023 or 100 days ago for 10 days. For these situations, time for an interval duration offers more flexible time inputs:

Check out the following examples to see how it all comes together:

Intervals can accept any timeframe unit:

With two or more tabs, one tab, or query, can be used as a filter in other queries. This is particularly useful for creating a dynamic subset of information in one query and a deep dive into the results on another tab.

For example, you want to understand the brands your top customers are purchasing. To do this, you would:

This will filter the tab results by the selected subset. In SQL, this generates WHERE clauses that look like WHERE IN (SELECT...) where the SELECT clause is the filtering query.

You can also use this approach to filter out data. To do this, select Is not from another query in the Filter menu.

You can filter a field by multiple conditions (e.g. Date is in the past 30 days OR date is null) by clicking Add Condition in the filter modal. Then, select if you want All or Any of the conditions to apply to the query.

In rare circumstances, filter suggestions may be cached in a stale state. To enable the refresh option:

Note: The refresh option only clears suggestions for the specific query, not all filter suggestions.

Quickly build pivot tables by right-clicking any field in the field picker and selecting the Pivot option.

You can also flatten the pivot and create filtered measures by clicking the actions menu (three dots) on a column and selecting Flatten pivot. When using this feature you can also choose to create an Other bucket on the fly:

The new filtered measures will appear under the query fields and the field that was originally pivoted on will no longer be selected as a field that is in-use.

Custom fields can be created through the right click menu or using the + button in the field picker.

Insights provides a number of aggregations you can apply to fields right from the UI. In the field picker, right click on a field and select Aggregates. Date fields will have an additional Timeframes option.

By default, queries will are filtered to 1000 rows of data, but the limit can be adjusted dynamically up to 50,000 rows. Row limits don't impact the rows processed, only the rows available in the Insights UI.

Note: Browsers may have limitations on the amount of data that can be shown at once, so use caution with high row limits.

Insights currently supports any number of measures in the data table. Pivots are limited to 200 columns.

Data in the data table can be sorted on a column by column basis, with a cycle through descending, ascending, and unsorted. For sorting over more than one field (secondary sort or double sort), simply sort the first field and hold down shift for subsequent sort actions.

Clicking the Options button while viewing a workbook's results allows you to a number of things:

Enabling column totals adds a Total row at the bottom of the table. From here, you can right click on a measure's total and select Total calculation to customize how the total is calculated.

For example, you have a table that shows total sales by month for 2024. If you wanted to see the average sales across all months, you could change the Total calculation to Average:

By default, dimensions - such as dates or IDs - won't have a Total value. However, you can still apply one by clicking the column total and using the Total calculation menu.

Enabling row totals adds a Total column to the right of the table. For example, you have products that are sold in the UK and USA. You want to view the total number of returned orders for each country by month, but you also want to calculate the total returns for the month. Creating a pivot table like the following and enabling Row totals will add a column containing this data:

Tab results can be downloaded as a CSV, Excel file, or JSON. Click Tab > Download or the download icon to the left of the Limits menu to get started:

When selecting a file type, keep in mind that:

Use the Advanced options to apply data formatting or specify a row limit.

Fields can be removed from the table either using the field picker (clicking on active fields will remove them) or right-clicking / kebab-icon-clicking in the column's table header.

Often when querying with filters, you may return a result set that does not include every possible dimensions, for example count of sales on days with zero sales. It can be valuable to return these missing dimensions for reporting.

After querying a dimension that can be filled (ranged dates, lists), simply right click on the dimension and select 'Fill in Missing Rows'. Note the option may not always appear on dates when Insights does not know the start and end date. To bring the 'Fill in Missing Rows' option, simply filter the date over a clear time period (ie. 2023-01-01 to 2023-02-01), which Insights will then fill in rows for.

In addition to dates, Insights can fill in missing values for enumeration fields - for now, just bins and groups defined in the data model. This may expand over time.

In addition to filling dimensions, it's often valuable to fill a pivoted table that contains nulls for 'more correct' reporting of aggregates. To replace nulls with 0s in the pivot table, simply select "Fill in Missing Cells in Grid" on a pivoted report:

Controls allow a user to swap out one field for another on a query making it more dynamic. There are three main types of controls:

These controls will allow you to swap the time frame within the underlying query. This provides an easy UI based mechanism to swap from daily to weekly to monthly and back again, all without any underlying work needing to be done to facilitate it from an administrative perspective. A time frame control can be added from either the field picker or from the date field in the results table by choosing Add Time Frame Selector from the three dot menu.

In order to create a control for dimensions or measures, first add one to the query and switch to the Results view. From there, select the three dot menu on the column and Add field selector. A control will appear above the table with a three dot menu for a user to edit the control (change the label, add additional fields, or add a parent control).

Once there are two or more options in the control, a user can select the field they want represented in the table or visualization and dynamically toggle among the options.

These controls will allow you to coordinate the toggling of multiple controls at once from a single point and click UI. From any existing control, select the option Add parent control. A control will appear above the table, select the three dot menu to edit the control. First add options that will appear in the drop down, then assign the child controls that will be chosen based on the option selected in the parent control.

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