You can extend your analysis in Insights by creating your own custom dimensions directly within a workbook.
This allows you to:
Define custom groupings (such as additional Lead Time buckets)
Turn calculations into reusable dimensions
Use those dimensions across multiple tabs in the same workbook
We’ll demonstrate this using a custom Lead Time example in the Forecast Evolution topic. The same workflow applies to any dimension you’d like to customize.
Example: Adding a 45-Day Lead Time
In the Forecast Evolution topic, Lead Time is calculated as the number of days between:
Update Date
End of Stay Month
Standard snapshots such as 90, 60, and 30 days are available.
If you would like to add a 45-day snapshot, follow the walkthrough below.
Watch the Walkthrough
The video demonstrates:
Creating a workbook formula
Using the natural language formula option
Converting the formula into a reusable workbook dimension
Applying the new dimension in analysis
The written steps are outlined directly below.
Step-by-Step Instructions
Step 1: Create a Workbook Formula
Add a formula column to your query.
Either:
Write the formula manually, or
Use the natural language formula option.
Example prompt:
Create a formula that returns 45 days where the update date is 45 days prior to the last date of the stay month. Otherwise, return the existing Lead Time value.
This formula calculates the date difference between the Update Date and the end of the Stay Month and returns 45 where appropriate.
Rename the column to:
Custom Lead Time
At this stage, this is still a workbook formula and depends on fields like Update Date being present in the query.
Step 2: Save the Formula to the Workbook
This is the key step.
Click the three dots on the formula column.
Select Save to Workbook.
Once saved:
The calculation becomes a reusable workbook dimension.
It no longer depends on helper fields remaining in the query.
It becomes searchable within the topic.
It can be reused across multiple tabs in the same workbook.
You can now remove any temporary fields used to construct the logic.
Step 3: Use Your Custom Dimension
Your new Custom Lead Time dimension is now available within that workbook.
For example, you can:
Group Units by your custom Lead Time buckets
Compare forecast accuracy across pacing intervals
Build additional tabs using the same custom grouping
Important Notes
Custom dimensions created this way are workbook-specific.
They do not modify the underlying topic.
This same workflow can be used to create any custom grouping, not just Lead Time.
This approach gives you flexibility within your workbook while keeping your analysis structured and reusable.