Data Library (Datahub)

Overview

What is Presight Datahub?

Presight Datahub is a centralized platform where all your data assets are organized and managed. It encompasses Metrics, Events, Tables & Columns, and Data Connectors, acting as a comprehensive glossary and library for your entire team. Datahub enables flexible exploration and effective governance of data meanings, understanding, and analysis, ensuring that everyone in your organization is aligned and informed.

Presight Datahub

Key Components

• Metrics: Standardized measurements used to track performance and key indicators.

• Events: Actions or occurrences tracked within your system for analysis.

• Tables & Columns: Structured data storage organized in tables with defined columns.

• Data Relationships: Visual diagram space to build, inspect and modify relationships between your data tables.

Use Cases

• Unified Data Glossary: Establish a single source of truth for all data assets.

• Data Governance: Manage data definitions, access, and policies effectively.

• Efficient Exploration: Enable team members to discover and understand data assets quickly.

• Enhanced Collaboration: Share insights and data knowledge across teams seamlessly.

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Accessing Datahub

To begin utilizing Datahub, navigate to the Datahub section in your Presight workspace (Data Icon on top left menu). Here, you can view and manage all your data assets in one place.

Steps:

1. Navigate to Datahub

   • Click on the Data Icon on the top left menu

2. Explore the Library

   • The dashboard displays an overview of all data assets categorized into Metrics, Events, Tables & Columns, and Data Relationships

3. Search and Filter

   • Use the search bar and filters to find specific data assets by name, type, or other attributes.

Understanding Data Assets

All the main concepts of Presight can be found in this documentation below

Core Concepts

Managing Data Assets

Creating New Assets

• Add a Metric/Event/Table:

  • Click on "Add New" within the respective category.

  • Fill in the required details, including names, descriptions, and properties.

• Set Up a Data Connector:

  • Select "Import."

  • Choose the data source type and provide necessary credentials and settings.

Editing and Updating Assets

• Modify Existing Assets:

  • Select the asset you wish to edit from the list.

  • Click on the "Edit" button to update information.

• Documentation:

  • Add or update descriptions, usage guidelines, and notes.

  • Use tags to improve searchability and organization.

Governance and Permissions

• Access Control:

  • Assign permissions to control who can view or modify assets.

Exploring and Utilizing Data Assets

Search and Discovery

• Use keywords to search for specific item under each type.

• Browse all assets created by you and your team.

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Data Browser within Presight Docs

The Data Browser is an integrated feature within Presight Docs that provides on-the-fly access to your Datahub catalog. It allows you to reference and insert data assets directly into your documents without leaving the editing environment.

Data Browser in doc

Using the Data Browser

1. Access the Data Browser:

   • Within a Presight Doc, click on the Expand icon to open the left-side browser.

2. Search and Select Assets:

   • Use the search function to find Metrics, Events, Tables, or Columns.

3. Insert into Docs:

   • Click on a data asset to insert it into your document.

   • The inserted asset includes up-to-date information and links back to the Datahub.

   • Modify the asset directly in the doc in realtime.

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Best Practices

• Consistent Naming Conventions:

  • Use standardized naming to make searching and referencing assets easier.

• Regular Updates:

  • Keep asset information current to maintain accuracy and reliability.

• Encourage Collaboration:

  • Involve team members in documenting and refining data assets.