Katana Insights is a modern dashboarding feature that offers flexibility to filter, sort, and drill into data. We've combined a list to help you explore all the possibilities and to get valuable insights into your business.
Here are some short guides:
Searching and applying filters
Each tab has a filter at the top which lets you filter the whole tab. You can apply a filter to the product, customer, product category, or shipping location.
NOTE: Each filter applies to that specific tab only, you can't apply a filter to one dashboard tab and have it apply to another tab.
Search in the textbox by typing and then select a value from the dropdown.
In order to apply a filter to another field (such as Customer), click on the filter dropdown label.
If you only select Customer, this allows you to select or type a customer name in the search field.
You can add multiple values to your filter selection and remove them by clicking on the x on the filtered selection.
You can also add filters to multiple fields. For example, filtering for a certain customer and product category. For this, you can select multiple fields from the dropdown.
And add a filter to both fields:
Changing the date period on the dashboard
Each tab has a date filter at the top that allows you to filter the tab. By default, each tab shows the last three months of sales data. All dashboards are filtered by the Picked date on Sales orders.
Click on the time period filter to change it to another period or set a custom range.
Interacting with charts and applying a dashboard cross-filter
Each chart in Katana offers the flexibility to apply a cross-filter for further analysis on the dashboard. This means that you can select, click, and drag each graph or a table, and that applies a filter to the rest of the dashboard.
If, for example, you want to see a certain period in sales.
Select and drag this certain area on the graph.
The rest of the dashboard will then cross-filter to show data of this selected period.
This offers a way to apply a filter to tables, bar charts etc. Use Clear filter In order to clear the filter if you're no longer using it.
Clearing filters and returning to the default filter
If you find yourself in a situation where you've possibly applied to many filters and want to restart, the way is to simply reload the tab, and it will reset back to the default state. You can also clear the filters individually:
In the Filter field, remove filters by clicking the x next to each selection.
To clear cross-filtered elements use Clear filter.
Setting sales details to daily or monthly and changing the chart category
On some charts you can change the level of detail on them - for example, you can view a graph on a daily, weekly, monthly, or quarterly level or you can view a bar chart by channel or shipping location.
To change the category, click on the dropdown to find other options.
Choose an option.
The graph will reload to show data based on your choice.
Creating pivot tables and adding more details to a table
Detailed tables on the Product insights and Customer insights tabs allow you to open further details as pivot tables. For example, see what products a customer has bought or see sales by product categories.
Find a table and use the dropdown menu.
Here you can choose extra fields in the pivot table. For example Item category, Item, and Customer.
This will add the selected fields to the pivot table.