Onboarding data to Proactive Analytics

This article explains how to onboard data to Proactive Analytics.

Introduction

To receive insights, onboard your data to Proactive Analytics by creating a configuration.

With the new version of Proactive Analytics, you can select any combination of dimensions and metrics to generate the insights.

Prerequisites

The insights provided by Proactive Analytics are only as good as the quality of the underlying data.

Before you onboard a data source to Proactive Analytics, perform the following actions:

  • Ensure you provide a continuous series of daily data. Proactive Analytics works best for always-on metrics with data series longer than 14 days.

  • Ensure you have the Explore and Reveal user roles in Explore & Present, and the Viewer user permissions in Adverity.

Procedure

To onboard your data to Proactive Analytics, follow these steps:

  1. In the platform navigation menu, click Explore.

  2. Select the workspace you work with in Explore & Present.

  3. Select the dimensions and metrics that you want to onboard to Proactive Analytics. Make sure that you include the following:

    • The time dimension Daily.

    • At least one dimension (different from Daily).

    • At least one metric.

    • A dimension filter for the Datasource dimension.

    • No metric filters are applied to the raw data.

    • All selected metrics use the SUM measure.

  4. In the top right corner of the page, click Get Proactive Insights.

  5. In the onboarding wizard, in the Metrics direction step, select which metrics you expect to increase or decrease.

  6. In the onboarding wizard, in the Business importance metric step, select a metric based on which you want to prioritize findings.

  7. In the onboarding wizard, in the Select workspace step, select the workspace in Adverity in which you want to view findings based on this data, and enter the name for this Proactive Analytics configuration.

  8. Review the details of the new configuration, and click Save.

After you create a configuration, Proactive Analytics works with the data and generates new insights. You will receive your first insights on the following day at 09:10 CET. After this, Proactive Analytics will generate new insights every day at 09:10 CET.

To open your Proactive Analytics insights, click Proactive Analytics in the platform navigation menu in Adverity.

For more information on working with Proactive Analytics after you have onboarded data, see the following documentation:

  • Proactive Analytics provides you with visualizations and important information about anomalies, trends, and metric drop alerts.