Use the Data Quality Monitor Heat Map

The Data Quality Monitor displays search results in a heat map. The heat map displays the status of data based on validation and data quality rules. You can define search parameters to display a customized heat map and configure how data is displayed.

You must complete the validation rule set up and data quality rule set up to use the heat map to track your specific data.

The status color codes are:

Green. Indicates the data has passed all validations.
Red. Indicates an error. The data has not passed all validations.
Yellow. Indicates a warning. The data has not passed all validations.
Gray. Indicates a stale validation that has not been run. For example, the position update date is a future date.

On this page

1 Define Heat Map Search
2 Search Options
3 Configure Heat Map View
4 Save and Manage Heat Map Views
5 Use Diagnostics Viewer
6 View Commit Journal Results

Statuses are rolled up from the lowest level to the higher levels, according to the "One negative – All negative" rule. For example, if an underlying status is red, then the overall status would be red. The same rule applies for the other color codes. Data Quality Monitor error codes are captured in the Automation Center's exceptions tables. You can add and manage error codes in the Automation Center's Exceptions workspace. See Manage and Resolve Exceptions in Automation Center .

Define Heat Map Search

You define a heat map by submitting search parameters to filter data results.

To define a heat map search:

From the Performance Center window, click Performance Desk and click Data Quality Monitor in the left navigation.
You see the Data Quality Monitor workspace displaying the last viewed heat map.
Click the expand arrow next to Search.
You see the available search options.
Define search options to limit the data displayed in the heat map.
Select the Make This My Default Search check box if desired.
The next time you log on, you see the results of this search reflected in the heat map.
Click Save if you wish to save the parameters.
Click Search.
You see a heat map based on your search selections.

Search Options

You can define a search to limit the data displayed in a heat map.

The following are the heat map search options:

Begin Run Date. The beginning date for validation test results. The default is yesterday. The run date is the date the validation rule was run and not the effective date of the data or calculation being tested.
To Run Date. The ending date for validation test results. The default is today.
Begin Effective Date. The first effective date of the data you want to test.
To Effective Date. The last effective date of the range of effective dates you want to test.
List. The Static List, Dynamic List, or Composite you want to see results for.
Fund. The funds that you want to see validation results for.
Performance Model. The performance model set in the Data Quality Rule that contains the validations.
Commit Source. The designated sources used by the performance calculation that produced the validation results.
Status. You can filter for only the status you want to review. The options are Error, Not Run, Pass, and Warning.
Frequency. The options are Daily, Monthly, and Quarterly, in any combination.
Data Quality Rule. You can filter based on a specific Data Quality Rule.

Configure Heat Map View

You can adjust how the heat map view is displayed in the workspace and save the view. Creating groups and sub-groups or changing the arrangement of columns does not change the data or the underlying tests.

The following are the heat map configuration options:

Group. Click a column header and drag it to the place labelled Drag a column here to group.
Sub-group. Click a second column header and drag it next to the first header.
Remove a group. Click the X next to the column header.
Collapse a group. Click the up arrow next to the group header.
Expand a group. Click the down arrow next to the group header.
Change column order. Select a column header and drag it to a new position.
Create default view. Select the Make this my default view check box. The next time you log on, you see the results arranged according to your specifications.
Change column sort order. Click the column header to sort in descending or ascending order.

Save and Manage Heat Map Views

After you configure a heat map view, you can save it for future use. Once you have saved the heat map view, you can edit the name, duplicate the view, or delete the view.

To save a heat map:

From the Performance Center window, click Performance Desk and click Data Quality Monitor in the left navigation.
You see the Data Quality Monitor workspace displaying the last viewed heat map.
Select the search parameters you want to view and configure the heat map to meet your requirements.
Click the Status Heat Map drop-down list and select Save.
Enter a name for the view.
Select the Make My Default View check box if desired.
The next time you log on, you see the results of this search/view reflected in the heat map.
Click Save.
You see the view listed in the drop-down list.

To manage heat maps:

From the Performance Center window, click Performance Desk and click Data Quality Monitor in the left navigation.
You see the Data Quality Monitor workspace displaying the last viewed heat map.
Click the Status Heat Map drop-down list and select Manage.
You see the Manage Views dialog box listing the available views.
Options include:
–  Edit. Allows you change the name of the view.
–  Duplicate. Allows you change the configuration settings and save under a new name.
–  Delete. Allows you to delete the view.
Select a view and then select an option by clicking the icon on the ribbon.
Enter a new name if required.
Click OK.
You see the changes in the drop-down list.

Use Diagnostics Viewer

With the Diagnostics Viewer, you can see detailed information about a result in the heat map including the entity or security tested, the logic of the test, the values used in the test, and the result of the test.

To see the data underlying heat map:

From the Performance Center window, click Performance Desk and click Data Quality Monitor in the left navigation.
You see the Data Quality Monitor workspace displaying the last viewed heat map.
Select a row and click Diagnostics Viewer on the ribbon.
You see the data in the Diagnostics Viewer dialog box with the effective date, logic definition, entity ID, security alias or issue name, status, and validation test result.
Use the Long/Short indicator values and Return type values to determine the strategy tag for each security.
Use the Grid tab to adjust columns, create groups, sort, filter, view, and find data.
Click the Actions tab and select Print or Export if desired.

View Commit Journal Results

With Data Quality Monitor, you can link to the Commit Journal to view the most recent committed results including entity, begin and end dates, frequency, and numeric and alphanumeric reference.

To view Commit Journal results:

From the Performance Center window, click Performance Desk and click Data Quality Monitor in the left navigation.
You see the Data Quality Monitor workspace displaying the last viewed heat map.
Select a row in the heat map and select Commit Journal Results on the ribbon.
You see the Commit Journal in a new tab with the most recent committed results for that entity, frequency, and effective date.
In the Commit Journal, you can apply the available tools, such as launching the Approval Wizard to change the status of an item.