Katana Insights is a flexible and modern dashboard that allows you to filter, sort, and analyze data. This article helps you explore all the possibilities to get the most valuable insights into your business.
Here's a breakdown of the article:
Search for and apply filters
Each tab in the Insights screen contains a filter menu on the left that affects the entire report. A filter can be applied to multiple fields at the same time.
NOTE: Each filter applies to that specific report tab only, you can't apply a filter to one report tab and have it carry over to others.
Search in a text box by typing and then select a choice from the dropdown.
You can add multiple values to your filter selection and remove them by clicking on the x on the filtered selection.
Setting default filters on a dashboard
You can save filters so that when you come back, it will open the dashboard with the saved filters.
Create a filter for a report
Click Set as default filter in the top right to save your filter selection
Click Restore default filters to return to the initially set filters
Looking to return to the filters? 👉 Empty all filter values and set it as default to return to the original filter set.
Changing a dashboard's date range
Each tab has a date filter at the top, allowing you to filter the report.
Click on the time period filter to change it to different period or custom range.
Interacting with charts and applying a dashboard cross-filter
Each graph offers flexibility to apply a cross-filter for further analysis on the dashboard. This means that you can select, click, and drag each graph or table, which applies a filter to the rest of the report.
For example, if 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 for this selected period.
This offers a way to apply a filter to tables, bar charts etc. Choose Clear filter to clear the filter if you're no longer using it.
Clearing filters and returning to default
If you find yourself in a situation where you've applied too many filters and want a restart, 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 click 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 options.
Choose a time period.
The graph will reload to show data based on your choice.
Creating pivot tables and adding more details to a table
Detailed tables allow you to open further details as pivot tables. For example, you see what products a customer bought or see sales by product categories.