The starting point for building an Insight Template is the Insight Model. An Insight Model contains fields relevant to a specific set of data sourced from the client's Third Party Administrator (TPA).
To begin building an Insight Template, go to the navigation bar > Insight Models > select the type of Insight Template you wish to build (e.g., biometric, enrollment, financial, etc.).
You can also create a new Insight Template using Insight Organizer.
Dimensions and Measures
Now that you have selected an Insight Model, you can begin exploring data by selecting fields associated with that model found on the left panel. There are two different types of fields available—Dimensions and Measures:
You can use the search bar to Search Fields, or you can manually select your fields in the dropdown menus below the search bar.
Click on a field name from the list to add it to the Data section. To remove a field, click the field again.
Alternatively, you can click the gear iconin the heading row on the Data table and select "Remove."
Hover over the informational symbol to view a definition of the field.
Count Add a count of each unique instance of a Dimension to the Data section.
Filter Add a Dimension to the list of Filters. You can also Filter a Measure.
In this example:
As the name implies, the Row Limit allows you to limit how many rows of data will be returned. The maximum number of rows than can be displayed on the screen is 500.
Helpful Hint: Your data will load faster if you choose less rows to display.
The Run button must be clicked to load any changes in the Insight Template.
Green indicates that you must click “Run” to view the changes you have made.
Gray indicates that there are no pending changes. The button remains clickable to refresh the data.
Click the button to save any changes you make to your Template. When you make changes, you will see red text appear that says “CHANGES HAVE NOT BEEN SAVED” next to the Row Limit field.
If you attempt to navigate away from your Template without saving, you will be prompted to save before you proceed.
All saved Insight Templates will be listed in Insight Organizer.
Saving for the First Time
If you are saving for the first time, a pop-up window will ask you for three pieces of information; Insight Name, Insight Description, and Default Visualization for Insight.
The Paid Date Full Date dimension's filter method is between and its value is 2017-01-01 – 2017-12-31.
The Other Total Amount Paid measure's filter method is greater than and its value field is 50000.
Note: You can add a duplicate filter with the blue “+” button, or you can remove filter with the red “x” button.
In the Data section, the Insight will return results that meet the filtered parameters.
The returned results show aggregate Rx claims for 3 drugs exceeded $50,000 in this time period.
There are four types of filters, each with different options based on the data type that is being filtered.
Sort affects how the data is displayed in your Visualization or Data table sections.
To add a sorting method, navigate to the Data section of the Insight Template. In the header row of the data table there is a gear icon next to each Dimension and Measure. Select the dimension or measure desired to display the sorting order of the data.
The Data is ordered by the metric Drug Product name using the Sort Method ASCENDING.
Note: Date dimensions will automatically sort in ascending order
Export Options: View options for exporting a chart.
Vertical Column Chart
Note: Be sure to save your changes when you make your selection.
Chart and Zoom Options
Field Options: Dimensions
The gear iconnext to the Dimension allows you to access Options.
Multiple dimensions are easier to view when you pivot one of the dimensions horizontally. Each value in the dimension will become a column in your Insight template.
To pivot a dimension, click Options > Pivot for that dimension. Be sure that you also have included at least one un-pivoted dimension and at least one measure. You can only pivot one dimension.
The Data below is pivoted by the Dimension Year number, Quarter number is the un-pivoted Dimension, and Total Amount Paid is the Measure.
Field Options: Measures
The gear icon next to the Measure allows you to access Options.
*Note: financial values are auto-formatted to display as $0,000
Aggregation is the method of grouping together a set of data. An Insight Template aggregates the values of a measure. Aggregation results are listed at the bottom of a table in two categories:
Access Aggregator Options by clicking Options > Aggregator Options on a measure. You will see four options:
Functions applied to Insight Measures to create Calculated Values.
Access Calculated Values by clicking the “Calculated Values” button in the upper-right corner of the Data section.
A window called “Calculated Values” will pop up.
Example Calculated Value:
Formula applied at the row level using the Total Amount Paid and divides by the Total Amount Paid Grand Total.
When you are finished creating Calculated Values, click Save Calculated Values, then Run at the top of the page.
The gear iconnext to the Row Limit allows you to access Options.
To export the data returned by an Insight Template as a CSV or pipe-delimited file, go to the gear icon in the Insight Template and click .
When the “Export Insight” window appears, select either “Export Displayed Rows” or “Export All Rows To My Files” and choose your desired separator for your export: Comma or Pipe.
If you select “Export Displayed Rows,” you will directly download a file in your browser that returns the rows as they appear in the Insight Template.
Note: The displayed data set is limited to 500 rows.
The “Export All Rows to My Files” option allows you to view all rows of the Insight data regardless of the set row limit. A green notification box will pop up to notify you that the platform is processing your export.
When the platform has finished processing your export, you will see another green box that says your export job is available in the My Files page. If you are logged out of the platform, you will receive a confirmation email from the Lens platform that contains a link to the My Files page.
When your export is available in My Files, you have three options:
Delete your file
Download your file
Share your file with other Lens users.
Adding a Benchmark to Insight
To add a Benchmark to your Insight Template, click the gear icon >.
Then click Add New.
After you input the benchmark information, click the "Save" button.
Once you save your benchmark, you will be give the options to:
In this example, the Educational Benchmark cohort will be added for comparison to the Organization's data for the time period of Jan – Dec 2017.
The Benchmark results are added to your table and the visualization.
Period Comparison Tool
This tool allows users to compare dimensions and measures between two or more time periods. To add a Period Comparison to your Insight Template, click the gear icon >.
After you have calculated your time period, click the “Save” button.
Be sure to add at least one more period for comparison. Click the “Add Comparison Period” button to begin the process again.
When you have two periods to compare, click the “Apply Changes to Insight” button and click the “Run” button in the upper right portion of the screen. Your comparison will display in your visualization and your data table.
Note: You can add more than two periods for comparison.
This an example of a Period Comparison visualization.