Trace a reported value

Use the lineage view to trace a value in a compliance report back to the per-minute records and the pipeline runs that produced it. Report data lineage explains the structure of the chain and why it has this shape.

Before you start

• All roles can open Reports.
• Generate the report first. See Generate a report.

Open the lineage view

1. Open a compliance report.
2. Click a value in the report table.

The lineage modal opens for that report cell.

The lineage modal

The modal has two panels:

• The left panel shows the computation tree, from the report cell at the top to the source data below it. Click a node to select it.
• The right panel shows the details of the selected node: its values, its formula with the actual numbers, and its quality.

Drill down to the source of a value

1. Read the quality summary on each STA node. It shows, for example, how many values were good and how many were substituted.
2. Expand the STA node of the tag that you want to examine. The tree shows its hourly intervals.
3. Select the interval with the quality problem. Expand it to show the per-minute records of that hour.
4. Select a per-minute record. The right panel shows every tag of that minute, so you can see if other instruments were good at the same time.
5. Expand the record to show the pipeline run that wrote it, with its steps and their status.

Common uses

Situation	What to do in the lineage view
An auditor asks about a reported value	Show the chain from the report cell to the per-minute records, with the formula and the quality at each level.
A reported value has an unexpected quality flag	Follow the flag down the tree to the hour and the minute where it started.
You want to check a formula	Select the node and read the formula with its actual values in the right panel.
Values shift after a calibration change	Select the calibration node to see which calibration was active for the period.