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Insights Builder

Targeted reporting using Insights Builder queries

The Insights Builder enables the construction of powerful, custom queries, allowing targeted analysis of your data inventory. It is accessed from the Insights Dashboardopen_in_new.

Available for three different report contexts - Data Profile, Scoring and Classification - filter widgets can be added to your query to focus on specific data under review.   
Insights Builder with Saved Insights

Each user can store up to 20 saved Insights, providing quick access to frequently used insights. Please see the Saving Insights section below for more information.

Note - If a target was previously applied in the Insights Dashboard, the corresponding filter will be automatically applied to the Insights Builder.

Constructing Insights

To begin, select a context from the available options: Data Profile, Scoring, or Classification in the Start node. If you select Scoring or Classification, you can further narrow the query context by choosing a rule from the dropdown. As different contexts are applied, the Object Count and Volume will update to reflect the change.

Add a category from the Add Filter widget to start refining the query results. 
Add Filter WidgetAfter adding a filter widget, select the desired filter criteria. The layout of these criteria may vary, but each will always include checkboxes for selection.
Path Picker

Once multiple widgets have been added, they can be reordered using the ⬆️ or ⬇️ controls.

Widgets can be removed from the query by clicking the X button.

As the dataset is narrowed down, Object Count and Volume will update in the End node. To update the Duplication calculation, click Recalculate.

Available Filters

A comprehensive set of filters is provided, with certain options appearing only when relevant to the selected context. When a filter has been added to the query, it will be shown as unavailable in the filter list:
Active Filters

Available filters are:

  • Age - Modified - Choose from list of default or custom age ranges, or define an ad-hoc date range based on when objects were last modified.
  • Age - Created - Choose from list of default or custom age ranges, or define an ad-hoc date range based on when objects were created. 
  • Age - Last Accessed - Choose from list of default or custom age ranges, or define an ad-hoc date range based on when objects were last accessed
  • Size - Sizes of objects ranging from 0b to > 1GB.
  • Extension - A list of file extensions derived from the objects in your data inventory.
  • Object Type - The list of ActiveNav Cloud object type categorizations, for example page layout, spreadsheet, text, etc.
  • Business Unit - The list of business units belonging to the tenant.
  • Geographic Location - A list of your geos derived from the tenant's host locations. 
  • Host - The hosts of the data sources.
  • Repository Type - The list of ActiveNav Cloud repositories such as Windows File Share, Exchange, OneDrive, etc.
  • Path - Select from the human-readable paths of the tenant's data sources and containers.
  • Score (scoring context only) - Allows a selection of scores of feature-extracted objects using a sliding range.

Reporting

The End node contains the available reporting options.

  • Preview - Generates a validation report displaying the first 1,000 objects in the result set.
  • Create Review - Allows users to create a collaborative Scoped Review from the result set.
  • Export Objects - Downloads a CSV manifest of objects from the result set.
  • Export Containers for Objects - Downloads a CSV manifest of object containers from the result set.

Caution - Objects and Container for Objects export manifests are currently limited to 1 million records.

For a guide on viewing CSV data in Excel, please see the knowledgebase article hereopen_in_new.

Saving Insights

Each user can save up to 20 unique insights, providing quick access to previously generated queries. 

To create one, click the New Insight button and build the required query as described above by adding filters and parameters.  New Insight Button When you’re finished, you can rename the insight from its menu. 
Insight Menu - Rename

To retain the insight for future use, click the save icon. Insights can also be duplicated to use as the basis for new queries, and re-ordered into a bespoke list for even faster access to frequently used Insights.