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Getting Started

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.

Before you begin adding Dimensions and Measures, familiarize yourself with the Row Limit, Options, Save button, and Run button at the top of the page.

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:

  • Dimensions are how you categorize the data set. Within the Insight models dimensions are grouped into categories such as Billing Provider, Drug product name, and Member ID. Each category can be expanded by clicking on the triangle to the left of the category name to reveal the specific dimensions within that category.

  • Measures are numerical values that quantify the data set and can be aggregated such as Amount Paid.

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 icon in the heading row on the Data table and select "Remove."

Metric Actions

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:

  • defines the Member ID Dimension as a unique member identifier assigned by Innovu.
  • Count on the Dimension Member ID will return total unique member IDs based on the parameters in your query.
  • A Filter on the Dimension - Member ID returns claims for specific members.
  • On the Measure, a Filter on Total Amount Paid returns claims based on the filter criteria.

Header Functions

Row Limit

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.

Run Button

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.

Save Button

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 Filters & Sorts section allows you to filter your Dimensions and Measures. In this example from the Rx Claim Insight Model, there are two filters applied.

The Paid Date Full Date dimension's filter method is between and its value is 2017-01-012017-12-31.

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 example Insight in the left example is configured to return the Dimension Drug product name and the Measure Total Amount Paid.

The returned results show aggregate Rx claims for 3 drugs exceeded $50,000 in this time period.

Filter Types

There are four types of filters, each with different options based on the data type that is being filtered.


  • is equal to
  • is not equal to
  • is between
  • less than
  • greater than
  • is NOT NULL
  • is NOT BLANK

String (text)

  • is equal to
  • is not equal to
  • contains
  • does not contain
  • starts with
  • is BLANK
  • is NOT BLANK
  • is NULL
  • is NOT NULL

Full Date

  • Last Year
  • Last Month
  • Year to Date
  • Month to Date
  • Last 12 Months
  • between n and n days ago
  • Last Full 12 Months
  • Last Full 18 Months
  • Last Full 24 Months
  • is equal to
  • is not equal to
  • is between
  • less than
  • greater than
  • is NOT NULL
  • is NOT BLANK

Boolean (true/false)

  • is True
  • is False
  • is NULL
  • is NOT NULL


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


Visualization Options: Toggle different types of charts.

Chart Options: Interactive data chart.

Zoom Options: Description of how to zoom into charts; options vary based on chart type.

Export Options: View options for exporting a chart.

Display Options

Vertical Column Chart
Stacked Vertical Column Chart
Horizontal Bar Chart
Stacked Horizontal Bar Chart
Line Chart
Scatter Chart
Bubble Chart
Area Chart
Pie Chart
Map (Dimension must be a zip code or state code)
Single Value
Data Table

Note: Be sure to save your changes when you make your selection.

Chart and Zoom Options


Hover your cursor over a data point to highlight it and view its value.


The pop up window allows toggling a single data point or all data points.


Click and drag your cursor across the x-axis to zoom.


Click to Reset image from zoom.


Field Options: Dimensions

The gear icon next to the Dimension allows you to access Options.

  • Remove: Remove dimension from template.
  • Filter: Add a filter to this dimension.
  • Sort: Add a sort to this dimension.
  • Pivot: Pivots on a dimension.
  • Add Distinct Count: Add a count of each instance of a Dimension.
  • Alias Field Name: Customize the column field name.
  • Hide from Visualization: Hide this dimension from the visualization.

Pivot Dimensions

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.

  • Remove: Remove measure from template.
  • Filter: Add a filter to this measure.
  • Sort: Add a sort to this measure.
  • Alias Field Name: Customize the column field name.
  • Aggregator Options: Display options for aggregating values (Sum is default).
  • Formatting: Display options for formatting values*.
  • Hide from Visualization: Hide this measure from the visualization.

*Note: financial values are auto-formatted to display as $0,000

Aggregation Options

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:

  • Total: Displays the aggregated result of all the values of a measure within your defined Row Limit at the top of your Insight Template
  • Grand Total: Displays the aggregated result of all values of a measure regardless of Row Limit. Sometimes this value is the same as your Total.

Access Aggregator Options by clicking Options > Aggregator Options on a measure. You will see four options:

  • Sum: Adds all a measure’s values and lists the total at the bottom of the table. This is the default aggregation method.
  • Average: Sums a measure’s values and divides the total by the total number of rows on the table.
  • Min: Displays the single smallest value on the table.
  • Max: Displays the single largest value on the table.

Calculated Values

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.

Calculated Values

  • Title Field: The Title Field will become the header of your Calculated Value column in the Data section.
  • Metric Type: Toggle between a Dimension or Measure for your Calculated Value.
  • Add or Remove Buttons: Create additional Calculated Values or Remove them.
  • Calculator Field: Create your calculations with this field. You may use common calculator expressions in this field. Press the space button to view a dropdown of all calculator functions, variables, and data columns.
  • Help Text Field: Help text will appear as you begin typing a formula.
  • Save and Cancel Buttons: Save or Cancel your Calculated Values.

Example Calculated Value:
% Medical Paid

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.

Example Calculated
Value Visualization

This tabular visualization from an Innovu Dashboard displays the % Total Amount Paid by Medical Diagnosis.

Calculated values display in a different color from the Dimensions and Measures in the Visualization and Data Section of your Template.

Page Options

The gear icon next to the Row Limit allows you to access Options.

  • Direct Link: Create a link to share the Insight Template with other users. You can also use this link as a shortcut to your own template.
    Note: This is a link to the template itself. It is not an export or snapshot of the data.
  • Clear: Remove all Dimensions, Measures, Filters, and Sorts.
  • Export: Download a CSV file of this Template of either the displayed rows or all rows.
  • Show Query: Displays the SQL query creating the insight results.
  • Show Benchmark Query: Displays the SQL query creating the benchmark data results.
  • Clone: Creates a copy of template you can save under a different name.
  • Benchmarks: Access benchmarking options for this Template.
  • Period Comparisons: Compare data between two or more time periods.

Export Insight

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.

  • Source identifies the cohort to add to your Insight as a benchmark.
  • Filter Date Field provides the time dimension used in the Insight to pull the benchmark data.
  • The user can set the time period for the benchmark comparison.
  • When Average is checked, the benchmark result will return the average value for the time period.

After you input the benchmark information, click the "Save" button.

Once you save your benchmark, you will be give the options to:

  • Edit: Edit the benchmark.
  • Delete: Delete the benchmark.
  • Add New: Allows you to add another benchmark cohort.
  • Save: Add the benchmark data to the insight.

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 > .

  • First, you must choose a date field that you want to compare. Your options will vary based on your Insight model.
  • Label your time period. This will help you keep track of what time periods you are comparing.
  • Select whether you want to measure a rolling period. If you are not comparing rolling periods, leave this field unchecked.
  • If you are comparing a rolling period, calculate your start and end dates based on today’s date. You can subtract and add months and years to today’s date. You can also round your dates to the beginning or end of the year or month. If you are not comparing a rolling period, simply type your start and end dates into the fields.

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.

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