How Insights Works
Insights is the summary view of the Explore section. It brings Quality Score, Data Overview, Checks & Profiling, and Anomalies & Scanning into a single page, measured as of a date you choose.
Purpose
Insights is where you find out how your data is doing without opening anything else. It reports the state of your data on a date you choose, and pairs most numbers with how they changed since an earlier point, so one page answers both whether the data is in good shape and whether it is better or worse than it was.
That makes it the starting point of most investigations. You read the summary, find the number that moved, and follow it into the checks, anomalies, or profiles that explain it.
The page is interactive rather than fixed, so you control what it reports on and how much detail it shows.
- Read the cards and charts. The four sections are the report itself. Hovering a chart shows the exact figure behind a point, slice, or bar, and hovering an abbreviated total shows the full number.
- Set the period. The report date fixes the day every total is measured against, and the timeframe sets how far back the charts and the comparison percentages reach.
- Narrow the scope. The Datastores, Tags, and Saved Filters controls at the top of Explore restrict every metric on the page at once.
- Adjust the charts. Group a chart by a finer or coarser period, choose which quality dimensions to plot, and switch which measure an activity chart counts.
- Follow a number into its list. Arrows on the summary cards open the Checks or Anomalies tab already filtered to the count you clicked.
- Export or refresh. Export downloads the page as a PDF, and Refresh recalculates it instead of reading the snapshot the page opened with.
How the Tab Is Organized
The tab is laid out in four sections, each a group of cards and charts that answers one question.
- Quality Score carries the headline number, its eight dimensions, and how the score moved over time.
- Data Overview reports scale, from the rows under management to the datastores and containers holding them, plus how that volume changed.
- Checks & Profiling covers the expectations you have expressed about your data and the profiling that feeds them.
- Anomalies & Scanning covers what those expectations caught and the scanning that produced it.
This page covers what the four sections have in common, which is the reporting model behind the tab, the filters that control it, and the conventions every number follows. Each section then has its own page, listed in the cards further down.
Filters
Insights shows only the datastores you have access to, which Permissions explains. Within that, five controls decide what the page reports on.
| Control | Description |
|---|---|
| Saved Filters | A combination of datastores and tags that someone saved earlier, applied in one step. |
| Datastores | Limits the page to the datastores you pick. |
| Tags | Limits the page to tagged datastores and containers. |
| Report Date | The anchor date. Every total on the page reflects the state of your data at the end of this day, in your local time. You cannot select a future date. |
| Timeframe | The window of history the charts cover, and the earlier point that each comparison percentage is measured against. Choose Week, Month, Quarter, or Year. |
Every one of them applies to the whole page at once, including the charts, so Insights redraws when you change one. With nothing set, the page covers everything you can access.
The first three sit above the Explore tabs and stay applied as you move between them. Report Date and Timeframe sit on the Insights tab itself and belong to it alone, so changing them does not affect what the other tabs show.
Timeframe Periods
Each timeframe ends on the report date and includes it.
| Timeframe | Period covered |
|---|---|
| Week | The seven days ending on the report date |
| Month | The month ending on the report date |
| Quarter | The three months ending on the report date |
| Year | The year ending on the report date |
Reading the Numbers
The page mixes two kinds of measurement, and telling them apart is what makes the numbers meaningful.
Summary cards report a running total as of the report date. Records Profiled, Records Scanned, Containers Scanned, the check counts, and the anomaly counts are the totals accumulated up to the end of the report date, not activity that happened inside the selected timeframe. A year-long timeframe and a week-long one produce the same total for the same report date.
Charts report each period separately. Profiling Activity and Scanning Activity count only what happened in each period, so the bars rise and fall instead of climbing. Score Progression and Data Volume show the level reached at the end of each period rather than counting activity.
Every panel states the period it covers. Each chart header shows the timeframe and the exact date range, and each of the four sections carries a Day chip with the report date, so a section is never read out of context.
Other conventions apply across the page:
- The percentage beside a total is the change over the timeframe. It compares the total as of the report date against the same total as of the start of the timeframe. Hovering it shows Compared to Last Week, or whichever timeframe you selected. An arrow points up or down, and the color reflects whether the movement is good or bad for that particular metric, so a rise in failing checks is shown as negative and a rise in passing checks as positive. A metric that did not move shows a neutral grey marker instead of an arrow.
- Not every number carries a percentage. The Quality Score and each of its dimensions, the Datastores and Containers metrics, and the Records Profiled, Fields Profiled, Containers Scanned, and Records Scanned cards all show one. Data Under Management and the status breakdowns on the Check Summary and Anomaly Summary cards report counts only.
- Large values on the summary cards are abbreviated, so a total appears as
42.57K. Hover any value above 1,000 to see the exact number. The three Data Overview metrics print differently, as that page explains. - A value reads
--when there is nothing to report, either because it has not been recorded yet or because the total is zero. - Empty panels say what is missing. A summary card with no data at all is replaced by a No data available panel with a short note on what produces that metric, such as "Find anomalies by scanning your data". A chart with nothing to plot is replaced by a faded placeholder chart reading No data available for the specified timeframe, which is the cue to widen the timeframe before concluding that nothing happened.
- Arrows open the matching list. The Check Summary and Anomaly Summary cards carry one beside their title, opening the Checks or Anomalies tab, and each breakdown label carries its own, opening that list already filtered. On the Check Summary card the label links are available only when the report date is today, since the Checks tab always shows the present state.
Metric Reference
One page per section of the tab, plus the pages that cover it as a whole.
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Quality Score
The overall score and its eight dimensions, how the containers roll up into it, and how the progression chart reads.
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Data Overview
Data Under Management, Datastores, Containers, and the Data Volume chart.
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Checks & Profiling
Active Checks by assertion status and type, records and fields profiled, and the two profiling views.
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Anomalies & Scanning
Anomalies identified by status, scanning totals, and the distribution of failing rule types.
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Permissions
What your role and team permissions decide about the scope of the page.
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Examples
Reports people ask for, and the settings that produce them.
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Best Practices
Habits that keep the page trustworthy as a reporting surface.