> ## Documentation Index
> Fetch the complete documentation index at: https://docs.senzohq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Dimension Filters

> Filtering workforce data by facility, unit, sector, and provider type

# Dimension Filters

Senzo organizes workforce data across four dimensions. Filtering by these dimensions lets you drill from system-wide totals down to the specific unit or role where a problem is occurring.

## The four dimensions

### Facility

A physical site or campus within your organization. Examples: Main Campus, North Tower, West Wing, Community Clinic.

Facilities are configured in **Settings → Organization Setup → Facilities**.

### Unit

A clinical department or functional team within a facility. Examples: Emergency Department, ICU, Cardiology, Operating Room, Medical-Surgical 3 East.

Units are assigned to a facility in Settings. Each unit belongs to one facility and one sector.

### Sector

A clinical grouping of units. Examples: Nursing, Allied Health, Diagnostics, Pharmacy, Physicians, Emergency Services.

Sectors are assigned at the unit level in Settings. They allow you to roll up data across similar departments — for example, viewing all Nursing units together regardless of which facility they're in.

### Provider Type

A staff role or category. Examples: Registered Nurse, Licensed Practical Nurse, Health Care Aide, Pharmacist, Medical Doctor.

Provider types are configured in **Settings → Organization Setup → Provider Types**.

## How dimensions interact

The dimensions are hierarchical for facilities and units:

```
Organization
└── Facility
    └── Unit (belongs to a Sector)
        └── Provider Type
```

A single unit can have multiple provider types. A single facility can have multiple units across multiple sectors.

## Where filters appear

| Section            | Available filters                                |
| ------------------ | ------------------------------------------------ |
| Metrics Explorer   | Sector, Facility, Unit, Provider Type, Expand By |
| Report Builder     | Facility, Unit, Sector, Provider Type            |
| Data Explorer      | Facility, Unit, Provider Type                    |
| Pulse Intelligence | Sector, Unit (in output breakdown)               |
| Cost Analytics     | Facility, Sector, Provider Type                  |

## Expand By

The Metrics Explorer has an additional **Expand By** dimension that splits a single metric into separate lines per dimension value. For example, selecting Expand By: Provider Type on the Headcount metric produces one trend line per provider type on the same chart.

## Setting up your dimensions

Before uploading data, configure your dimensions in **Settings → Organization Setup**:

1. Add **Facilities** — your physical sites
2. Add **Units** — assign each to a facility and sector
3. Add **Provider Types** — the roles you track

The names you configure here must exactly match the `facility_name`, `unit_name`, and `provider_type_name` values in your uploaded data files.

<Tip>
  Use consistent naming conventions across your organization. Abbreviations and casing differences (e.g. "ICU" vs "Intensive Care Unit" vs "intensive care unit") will cause unit matching failures during upload.
</Tip>