1.1 Side Navigation Menu

The Side Navigation Menu on the left side is present throughout the entire app, and you can access it at any time.

It contains the list of Projects as well as all their respective nested objects, such as Dashboard, and a list of Knowledge Bases created within the respective Project.

1.2 HomeDashboard

In this section, you will see every Project you’ve created or have access to and thus have been shared with you.

On each of the Project buttons in the dashboard, 2 icons are placed, each having a counter by its side. From left to right:

1. The number of Knowledge Bases created in the respective Project.
2. The number of Domains created in each Knowledge Base available in the respective Project.
3. The number of Rulebooks created in each Knowledge Base available in the respective Project.

2.1 ProjectDashboard

The Dashboard is the place where we check on execution statistics, details of the Project, the list of users that have access to it, as well as the Knowledge Bases that were created for the Project.

The screen is split into 3 sections:

1. Dashboard/ Execution information
2. Knowledge Bases
3. Project Details

Figure 4: image_Project_dashboard_overview

2.1.1 Dashboard/ExecutionInformation

This section displays several useful information about the Project previous Runs.
From left to right. – This section will display the overall score of the Project. – This will display the number of Runs, out of the overall number of Runs, that had validation errors. – This will display the number of overall rows that were checked per Run. – Finally, the number of invalid rows per Run.

Figure 5: image_Project_dashboard

2.2 KnowledgeBaseList

This section displays the Knowledge Base list within the respective Project.

You can scroll up and down, select the Knowledge Base you want to check or edit, or add a new Knowledge Base.

Figure 6: image_Project_knowledgebases

Each Knowledge Base elements in the list contains the following information: – Name – Description –
Create/edit date – Data Responsibility Office – Domain count – Business Rules count – Runs count

Clicking on the Arrow on the right side of the Knowledge Base element will open the Knowledge Base screen.

For an in-depth look at the Knowledge Bases, click here.

2.3 AddKnowledgeBase

Clicking on the “Add Knowledge Base” button, just above the Knowledge Base list, will open the Add Knowledge Base form.

Figure 7: image_addknowledgebase_panel

This panel has 3 tabs that provide different options of adding a Knowledge Base: – Create New – Import

2.3.1 CreateNew

In this tab, you can create a Knowledge Base from scratch. The “Name” input is the only requirement, the rest of the fields are optional.

2.3.2 Import

The importing process is made in 3 steps, Select Provider, Select Knowledge Bases, and FInalize. It allows you to import a Knowledge Bases from 3 different sources – Local File – Azure Data Lake – SQL Server

2.3.2.1 Local File

Load a Knowledge Base from a configured local .parquet file.

Figure 8: image_addknowledgebase_import_localfile

Once the file is selected, click “Next”. The next step and final step, besides adding a name, a description, a data responsibility office, and a category, will allow you to also select the domains you want to be imported in your new knowledge base.

By default, all domains will be selected to be added to the knowledge base. Simply clicking on a domain, will toggle it off, thus leaving them out.

Figure 9: image_addknowledgebase_import_localfile

“Toggle Domains” will check the unchecked or unchecked the checked items.

Once done, click “Save” at the bottom of the menu, to finalize the importing process. Your new knowledge base should appear in the list under the specified name.

2.3.2.2 Azure

Data Lake Load a Knowledge Base form an Azure Data Lake

This import type requires you to input: – An account name. – An access key to the account. – The name
of the container the file is stored in. – The path to the file within the specified container.

Figure 10: image_addknowledgebase_import_azuredatalake

2.3.2.3 SQL Server

Import a table or multiple table from an SQL database, as Knowledge Bases. The only requisites are: 1. The connection string to the SQL server.

Figure 11: image_addknowledgebase_import_sqlserver

2. Available table/s to select. Note, you can select multiple tables, each will be imported as separate
knowledge bases.

Figure 12: image_addknowledgebase_import_sqlserver

3. Edit the imported knowledge base/s before adding them to the project.

Figure 13: image_addknowledgebase_import_sqlserver

2.3.3 ProjectDetails

To the right side of the Project dashboard, we see the Details section. In the top right corner of the section, we have an Edit button which allows you to modify the Name, the Description, and the Owner of the Project.
Below the Details section, we see the name of the Project Owner, and just below that, a list of users that have any kind of access to this Project, as well as a button called “Manager User” that allows you to manage user permissions.

Figure 14: image_Project_userpermission

3.2 Domains

The Domains represent the columns in your data set. A Knowledge Base can consist of any number of Domains. A Domain contains all values that are relevant to it.

Each data column in the data set must have a Domain created in Hedda.

The Domain tab is split into 3 sections: – Domain List – Member List – Details

Let’s looking at these sections more closely, starting from the Domain list section on the left.

3.2.1 DomainList

Here we have displayed the list of Domains that can be added using the “Add Domain” button on top.

On the right side of each Domain, small icons indicate the data type of the Domain, as well as whether it is read only, closed, or neither of the two.

The order of the Domains in the list can be changed by grabbing the handle on the left and moving them up or down.

To manually add Domains to the Knowledge Base, you must switch to the Edit Version of the Knowledge Base. Click HERE for more information on this topic.

3.2.2 MemberList

3.2.3 DomainDetails

The details section includes the following metadata for the selected Domain.

1. DataType
2. Length
3. Algorithm/PrecisionLabel
4. Closed
5. ReadOnly

This section also displays a list of Business Rules that that are created on this domain. There is an “Edit” button on the right, which allows you to edit the Domain.

3.3 Rulebook

The Rulebooks tab contains the list of Rulebooks created for the Knowledge Base, as well as a diagram for each of them.

The screen is split into 5 sections: – Rulebook list – Business Rules Diagram – Details – Business Rule List

3.3.1 AddRulebook

In order to add a new Rulebook, we need to edit the Knowledge Base.

This is done by clicking on the “Edit Version” button on the top-right corner of the current menu. For more information on the Knowledge Base Version Edit, click Here.

###Conditions-Dashboard

This section displays the Business Rules and the operators in a more compact style. We have the operator on the left, and the Business Rules, including the Domain the condition operator, and their values, listed on the right

3.3.2 Actions-Dashboard

This section will display the Actions that will trigger when the value in a Domain meets the configured Business Rule. For example, in this case, there are no Actions configured. This means, that the condition will simply be verified, and no actions will be triggered.

3.3.3 BusinessRulesDetails

This section displays the description of the Business Rule, the Data Quality Dimension, and the Group to which the Business Rule is attached.

3.3.4 UsedDomains

Displays the list of Domains that the respective Business Rule does the check against.

3.4 Mappings

Mapping is an operation that associates Domains with columns from a dataset. The Mapping screen is split into 3 sections. – Mapping list – Mappings – Details

3.4.1 Mapping List

All Mappings are listed on the left side of the screen. The “Add Mapping” button is, as always, on top of the list.

Clicking on “Add Mapping” will open the “Add Mapping” window. Enter a Name and a Description for the Mapping. On the bottom side of the panel is where we can configure our Mapping.

Right under the “Select Domain” label, there’s a list of the available Domains listed horizontally.

Click on any of them to add them to the “Enter Mapping” section.

If the column name in the dataset and the Domain in Hedda coincides, the Domains will require no editing.

Once all is done, click “Save”.

3.5 Runs

Here’s is where you can configure a Run, which is required when trying to run a dataset against a Knowledge Base.

The Runs screen layout is split into 4 sections. – Runs list – Overview – Details – Executions

3.5.1 Run List

The Run list includes all the created Runs.

On top of the list is the “Add Run” button. Clicking on the button will open the “Add Run” panel.

This panel has the following inputs:

1. The name of the Run
2. The description of the Run
3. Default Mapping, which must be set up prior to creating a Run (more information in the previous capitol)
4. A switch which indicates whether the Run is Incremental or not.

Once done, click “Save” on the bottom of the panel.

3.5.2 Runs Overview

The overview will display relevant information about all the Runs executed until that date.

The overview section is packed with different statistics.

Here’s a list with all the different statistics available:

• Score
• Runswithvalidationerrors
• RowsperRun
• InvalidrowsperRun
• ThedateofthelastRun
• Last5Runs

Hovering over each their visuals, will reveal detailed information.

On the bottom side of the overview there are two tabs, each containing different statistics: – Result per Business Rule – Result per Domain

3.5.2.1 Result per Business Rule

The Legend shows which color represents the valid and which represents the invalid entries. Then, each of the Business Rules used in every execution, will be displayed in this section, in a nicely designed horizontal column diagram.

3.5.2.2 Result per Domain

The Legend shows which color represents the valid, the invalid, and which color represents the new entries.

The diagram will display, one by one, statistics on columns from the dataset, that match a Domain in the Knowledge Base. If no match is found, the statistic will be displayed under the Unknown name.

3.5.3 Runs Details

The details section displays the metadata of the selected Run.

The section contains:

1. The Description of the Run.
2. Whether it is Incremental or no.
3. The name of the Mapping being used.
4. The list of executions.

Besides that, the “Edit” button will open the “Edit Run” panel.

Each item in the list of executions will have a Date and Time, which represents the moment in time it was executed, as well as the number of valid records / number of total records.

When clicking on any of these executions in the list, will open an additional panel, which will show advanced info about the execution.

As you can observe, the panel has a default “Info” tab and 4 additional ones. – Domain Statistics – Business Rules Statistics – Action Rule Statistics – Member Statistics

3.5.3.1 Info

This tab works as the overview of the execution.

Here’s what kind of info you can find on the info tab: – Score – Total Records – Valid Records – Start Time
– Duration – Used Domains – Checked Business Rules – Checked Action Rules – Runner

3.5.3.2 Domain Statistics

Here you can find statistics about the used Domains in the run.

On top, you can choose to see statistics for Members or Data type validation.

The Legend will help understand which color was used for the Valid, Invalid, New, or New values.

On top of the Legend, you can see two options “Chart” and “Table” which adds an additional way you can read the statistics in the panel.

3.5.3.3 Business Rule Statistics

Here resides the statistics for every Business Rule used in the respective Run.

The Legend will help understand which color was used for the Valid, or Invalid values.

3.5.3.4 Action Rules Statistics

This will store the statistics for every Business Rule used in the respective Run, that used an Activity.

Just like in the previous tabs, you can see two options “Chart” and “Table” which adds an additional way you can read the statistics in the panel.

3.5.3.5 Member Statistics

This tab will record statistics on all the Members found, valid, invalid, and new.

You can select between 5 filters:

• New
• New with match
• New without match
• Matched
• All

The horizontal column diagram will display Members according to the selected filter.

The Legend will only display one color, which represent the Found items.

4. Edit Knowledge Base

The Knowledge Base is the central starting point if you want to start quality assurance within your data. The various functions of Hedda are logically grouped or thematically combined in the Knowledge Base.

When accessing a Knowledge Base, you will be presented with the Knowledge Base screen, where you can add Domains, Members to the Domains, Business Rules, Runs, Mappings, as well as edit the Knowledge Base details.

The screen has 5 tabs you can switch between:

• Dashboard
• Domain
• Rulebooks
• Runs
• Mappings

Additionally, on the top-right corner, we have a very important button that reads “Edit Version”. This button will open up an Editable Version of the Knowledge Base, in which you can add Domains, Members, Rulebooks, and Business Rules.

We will go through each of these tabs and explain the functionality on each of them. But first, it is important that we show you how “Edit Version” works.

4.1 Edit Version / Edit Knowledge Base

This is the menu that allows you to add and edit Domains, Members, Rulebooks, and Business Rules.

When we click on “Edit Version”, we are presented with 3 tabs: – Dashboard – Domains – Rulebooks

4.1.3 Edit Version – Rulebooks Tab

In order to add a new Rulebook, we need to edit the Knowledge Base.

This is done by clicking on the “Edit Version” button on the top-right corner of the current menu. For more information on the Knowledge Base Version Edit, click Here.

4.1.3.1 Rulebook Canvas / Diagram

The canvas is host to the business rules this rulebook contains. You can create multiple business rules and link them between each other. Even more, you can have business rule flow, which that you can have rules that can be checked based on the outcome of a previous rule.

We’ve included details about each of the icons and buttons in the screenshot above.

Once in the edit menu, click on the Rulebooks tab and notice the “Add Rulebook” button in the top section of the sidebar menu on the left.

Once the “Add Rulebook” button is clicked, a panel will slide from the right, allowing you to enter a Name and a Description for the Rulebook.

Pressing the Save button on the bottom of the panel, will add the Rulebook to the list, will then add a default first Business Rule, and will open the Edit Business Rule panel for you to edit the default Business Rule in the Rulebook.

4.1.5 Add Business Rule

Adding a second Business Rule to a Rulebook will require you to link it with the default or an already existing Business Rule. This means that in order to add the rule, you must click on one of the following icons on an existing Business Rule, depending on when do you want the rule to be checked.

Clicking on the Checkmark icon will have the new Business Rule checked if the previous rule is Valid. Clicking on the Warning icon will have the Business Rule checked when the previous rule is Invalid.
The Add Business Rule panel is split into 3 sections:

1. Basic Business Rule info
2. Condition
3. Actions

4.1.6 Basic Business Rule Info

The Basic Business Rule info section has the following inputs:

1. Name
2. Description
3. Data Quality Dimension (drop-down) – Accuracy – Completeness – Consistency – Timeliness – Uniqueness – Validity – None
4. Is Dataflow Business Rule (toggle slider)

– If toggled on, this Business Rule will not be taken into account for Validation.

4.1.7 Condition

This section of the panel is where the Business Rule conditions are defined.

1. First, select the operator And or Or.
2. Click on “Add Condition”
3. Select a Domain
4. Select a condition
5. Enter a Value (the value can be another column)

Repeat the process for every additional Business Rule. You can also add sub-conditions which will nest inside the existing conditions.
Here is a list of conditions that are available for selection, depending on the type of Domain you select when configuring a condition.

Important Note! The Value can also be equal to the value for another Domain in the same Knowledge Base. To do so, simply write **@**, a dropdown will then present you with the available Domains to choose from. See the screenshot below.

4.1.8 Action

In this section of the panel, you can add Actions, which will be triggered whenever the value in the respective Domain will meet the condition/s of the Business Rule.

4.2 Publish Version