Slice and dice in Insite Analytics

Interactive data exploration with drill-down capabilities

Published: 2025-12-20 By: Predictiv

Interactive data exploration with drill-down capabilities. This guide covers dimension slicing, drill-down navigation, pivot capabilities, and more.

Dimension slicing

Dimension slicing is a core capability within Predictiv, designed to streamline operations and improve visibility. The implementation follows best practices while remaining configurable to meet your organization's specific needs.

Drill-down navigation

Drill-down navigation is a core capability within Predictiv, designed to streamline operations and improve visibility. The implementation follows best practices while remaining configurable to meet your organization's specific needs.

Pivot capabilities

Pivot capabilities is a core capability within Predictiv, designed to streamline operations and improve visibility. The implementation follows best practices while remaining configurable to meet your organization's specific needs.

Materialized views for performance

Quick Edit: Update a few fields across many records (price updates, status changes)

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Pillar 2: Real-Time Analytics

The Problem with Traditional Reporting

Traditional ERP reporting:

  • Runs overnight batches
  • Generates PDFs nobody reads
  • Requires IT to create new reports
  • Shows what happened last month

Predictiv analytics:

  • Updates in real-time
  • Embeds in workflows
  • Self-service configuration
  • Shows what's happening now

Materialized View Pattern

For large datasets (100k+ records), Predictiv uses a hybrid approach:


-- Materialized view: Fast, pre-computed, refreshed daily

CREATE MATERIALIZED VIEW mv_sales_summary AS

SELECT. FROM orders WHERE order_date = CURRENT_DATE;

Query the union view for real-time data with pre-computed historical performance. ### Detail Views

The "header-lines search problem": How do you find an order line when you don't know the order number. Detail Views solve this by flattening header-lines into searchable grids:


Traditional: Search Orders → Find Order → Open → Search Lines

Detail View: Search All Order Lines → Filter by product, date, status → Click to open parent

Every header-lines entity should have a corresponding detail view. ### Dashboard Architecture


graph TB

subgraph "Dashboard"

KPI1[KPIs]

CHART1[Charts]

GRID1[Grids]

end

subgraph "Data Sources"

MV[Materialized Views]

RT[Real-time Queries]

EXT[External Data]

end

KPI1 --> MV

CHART1 --> MV

GRID1 --> RT

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Pillar 3: Intelligent Automation

Workflow Engine

Documents flow through defined states with automatic transitions:


stateDiagram-v2

[*] --> Draft

Draft --> Submitted: Submit

Submitted --> Approved: Approve

Submitted --> Rejected: Reject

Approved --> Processing: Process

Processing --> Complete: Complete

Rejected --> Draft: Revise

Complete --> [*]

Each transition can:

  • Check preconditions (is budget available.

Export options

Export options is a core capability within Predictiv, designed to streamline operations and improve visibility. The implementation follows best practices while remaining configurable to meet your organization's specific needs.

Getting Started

To implement slice and dice in insite analytics in your Predictiv environment:

1. Assess your current state - Review existing processes and identify improvement opportunities

2. Configure the module - Work with your implementation team to set up the required components

3. Train your team - Ensure users understand the new capabilities and workflows

4. Monitor and optimize - Track key metrics and continuously improve

Related Resources

For more information on related topics, explore our other guides in this collection.

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