# Add analytical dimensions

The **analytical axes** allow you to segment your data according to custom dimensions: customer size, industry, acquisition channel, geography, etc.\
They can be created on each Fincome object: **invoice, invoice line, customer, product or plan.**

Two management modes are possible:

* **Manual addition** from Fincome or your Excel files: ideal for occasional or low-volume axes that you can update over time.
* **Automated addition** : axes can also **be automatically pulled from the metadata** of your integrated billing tools (e.g.: Chargebee, Stripe, Sellsy…) or via **Fincome API** if your internal systems already send this information.

💡 *Note: invoice lines are the smallest common denominator for the most detailed analyses.*

Before creating your axes, we recommend that you consult the article [**Determining relevant axes**](https://help.fincome.co/en/conducting-in-depth-analyses/segment-your-data-with-analytical-dimensions/determine-relevant-analytical-dimensions) to choose the dimensions most useful for your business.

## **1- Automatic imports**

### **a.** Via the metadata of your integrated billing tools

If you have connected a billing tool to Fincome (e.g.: **Chargebee, Stripe, Sellsy, Pennylane**…), the custom fields already present in those systems (called *custom fields* or *metadata*) can be **automatically imported as analytical axes**.

Concretely:

* Fincome detects customer, product or subscription metadata during synchronization.
* These fields become available as analytical axes in your analyses (filtering, breakdowns, reporting…).

💡 *Example:* if your Stripe subscriptions contain a “Region” field, Fincome retrieves it automatically and you can then filter your MRR by region in your dashboards.

### b. Via the Fincome API

The**Fincome API** can be used in two ways depending on your data configuration:

1. **To upload your complete billing data** (invoices, subscriptions, customers) when you are not using a native connector,
2. **Or simply to enrich your existing data** with additional fields (metadata, business attributes, tags, etc.), even if your invoices are already synchronized via a connected tool.

In both cases, the attributes you add (for example a “acquisition channel” or “customer type” field) are automatically **integrated as analytical axes** in Fincome.

🔗 See the article [on enriching data via API](https://help.fincome.co/en/guide/connect-and-enrich-your-billing-data-via-the-fincome-api/enrich-your-billing-data-via-api)

### c. Via the Hubspot integration

Using a matching key of the objects to enrich between Fincome and Hubspot, the metadata you choose to use can be automatically pulled with our integration. 

[Here is our integration guide](https://help.fincome.co/en/guide/enrich-your-data-with-crms/enrich-your-data-with-hubspot). 

## **2- To add manually**

### **a. From the Fincome interface**

{% @guideflow/guideflow-embed requestedUrl="<https://app.guideflow.com/player/vkmy1zzb3k>" %}

1. Go to the **Data**.
2. Select the type of data concerned (customer, invoice, product, etc.).
3. Click on **Add a column**.
4. Name your axis (e.g.: *Customer size*, *Industry*, *Geography*…).
5. Enter the values:
   * row by row,
   * or by selecting multiple rows using the checkboxes on the left (you can filter before selecting).

💡 *Axes created here are immediately usable in your Analytics reports and charts.*

### **b. Via Excel import**

#### **From the Data tab**

You can also import data enrichment files. To do this:

1. Go to the *"Data"*
2. Select the type of data for the axis you want to create
3. Click the button *"Enrich your data"* and download the template

Once the Excel file is downloaded, you will find the list of the chosen object (for example the list of all customers). To add axes:

1. Add as many **columns** as**custom axis** as you want (one column = one axis)
2. Fill the axis columns with the desired values for each row

Once the file is finalized, save it, then re-import it on the same page used to download it.&#x20;

{% hint style="danger" %}
Be careful not to touch the "Header" sheet, no manipulation should be done on this sheet
{% endhint %}

#### From your initial data import *(in case you integrate your billing data via Excel file)*

You can also add a column in your data import file. This column will automatically be considered as an analytical axis linked to the Customer object.&#x20;

Add the values for each of the rows. When you import your data, the added columns will be automatically uploaded as customer analytical axes.&#x20;

## Best practices

* Choose **homogeneous values** and **stable** (e.g.: “SME”, “Enterprise account” rather than variable labels).
* Avoid duplicates or different spellings for the same value.
* Update your axes regularly as your segmentation evolves.

## And then?

Once your axes are created, you can use them in your analyses to filter, break down and compare your metrics.\
➡️ See the article **Using analytical axes in your analyses** to learn how to put them into practice.