This document describes how to track and visualize data about your governance environment over time with Data Explore, part of SailPoint's Access Insights service.
See the following sections for information:
Making data-informed decisions is crucial to running an effective and innovative identity governance program. Data Explore puts all of your organization's identity data at your fingertips, making it easy to:
To access Data Explore, click Admin > Dashboard > Data Explore in the SailPoint interface. Use Data Explore's top navigation to access the following:
Best Practice: To follow the principal of least privilege in your IdentityNow system, grant report admin user level permissions to employees that you want to have view access to the Access History and Data Explore interfaces. For more information, see Report Admin User Level.
The tables available in Data Explore represent your SailPoint Predictive Identity data source. Tables are defined and maintained by SailPoint.
To explore your tables and see how they affect what can be displayed in visualizations:
Charts are generated from the results of a query, so you'll need to start by creating a query based on the subset or "slice" of data you're interested in.
Your query becomes a chart only after you build a visualization and save it. A chart is a saved query paired with a visualization.
To create a query and generate a visualization for it:
1. Click Sources > Tables to see the tables available for querying. See Exploring Data in Tables for more information.
2. Navigate to the query page. You can start a query in a couple ways:
Both ways bring you to the same query / visualization page you use to create charts.
3. When you have finished creating the visualization, click Save to enter a chart name and optionally add the chart to a dashboard.
If you don't add the chart to a dashboard at this time, it will be available on the Charts page (along with any other charts you have saved), for ad hoc analysis or to be included in a dashboard later. See Displaying Charts in Dashboards for more information.
Click Charts to access the Charts page which displays a list of all the charts you have saved.
Here, you can work with charts as follows:
You can create dashboards that include multiple charts to provide a more complete and personalized view of your data. The information in each chart automatically refreshes every time you access a dashboard that includes that chart.
To see a list of existing dashboards, click Dashboards in Data Explore.
NOTE: A dashboard can only be edited by its creator, but you can save a copy of any dashboard with a different name and then make changes to the new dashboard.
Data Explore comes with prebuilt dashboards to provide you with a clear and comprehensive view of key governance data across your organization.
To explore these prebuilt dashboards, click Dashboards, then click on either Employee Dashboard, Request Statistics, or Certification Statistics.
You can click on any chart in a dashboard to dive deeper into the individual chart's query and adjust the chart settings. See Creating Charts for more information.
NOTE: Your organization's configuration determines the data available for display and the available filters, so you might not see data in all of the charts in a prebuilt dashboard.
The Employee dashboard provides a snapshot of your core identity data and allows you to dynamically filter by identity attributes.
For example, filter by Finance for department and San Francisco for location to see how many new identities have been added in the last quarter to the San Francisco office's Finance department or see the top roles held by identities in that department and location.
This dashboard includes the following charts:
The Request Statistics dashboard provides a number of views into your request activity, such as application, entitlement, and role requests by popularity, location, and department.
For example, you can see your organization's most-requested applications to inform IT investment decisions or help determine which apps new hires will likely need to access.
This dashboard includes the following charts:
The Certification Statistics dashboard uncovers data about your certifiers and certification activity, helping you improve and ensure adherence to governance policies. You can filter by certifier location, department, and job title to further focus your exploration.
For example, filter by the Accounting department to see your top certifiers' activity in that department, possible issues with certification timelines, and Accounting-wide certification activity.
The Certification Statistics dashboard includes the following charts:
You can create your own dashboards to supplement the prebuilt dashboards that SailPoint provides.
NOTE: You need at least one chart to create a dashboard. If you have not created any charts, do that first, or use existing charts from the list on the Charts page.
There are two ways to create a new dashboard: on the Dashboards page or when saving a new chart.
On the Dashboard page:
When saving a new chart:
Your new chart and dashboard also appear in the lists on the Charts page and Dashboards page, respectively.
You can easily export and share your data, visualizations, or dashboards with others.
Table and chart data on the query / visualization page can be exported as a CSV or JSON file.
On the query / visualization page, click to copy the URL associated with the visualization, and share it with other authenticated users.
On a Dashboard page, click Edit dashboard > Share dashboard to copy the URL associated with the dashboard and share it with other authenticated users.