Hello, and welcome to Spotlight. In the next few minutes, I will give you an overview of the Spotlight UI, and also, we will walk through a couple of use cases so you can see how easy it is to analyze data using the Spotlight.
The first thing you will notice once you log in to a Spotlight UI is finding workspaces, datasets, and documents using our search feature—more on that in a few moments. You also will have a Recently Used dashboard that shows you all of your recently used datasets or data assets that you’re working with within your environment. You will see a summarization of all the activities that have taken place in your environment, as well as filters to find more data assets in your UI.
Here, you can filter by workspaces. Once you select workspaces, you can filter by owner, collaborator, or follower, and also, you can filter by asset type. To go back to the main page, all you have to do is click on the Spotlight logo to go ahead and navigate to datasets. And here, Spotlight will give you an entire list of all the available datasets in your environment. In the same way that we had before, you can filter by owner, collaborator, or different categories, including data source. You can do the same with connections and documents.
One of the exciting features of Spotlight is Business Glossary. Here, you can create definitions for all the business definitions that you have in your organization. Later, you can tag datasets and data assets to give you references to each of these definitions. You can also filter by all workspaces, datasets, or documents in the recently used section. In that way, you can easily access all the data assets that you have been working on. One of the significant advantages of a Spotlight is that it allows you to search for any data artifact you may want to use.
In that way, you don’t have to ask around where it is located, or you don’t have to recreate it again. In this case, I want to find the marketing campaign dataset that I want to use in my analysis. Once I search, Spotlight will automatically give me a list of all the available artifacts that match that search. One of the great features of a Spotlight is that it enhances collaboration and knowledge sharing in your environment. We believe that the more access you give to your data, the more eyes you can put in it, the deeper that insights you can gain from your data assets.
So, in this case, I am going to look at my marketing campaign dataset. I could go ahead and edit the title if I wanted to. I also could change the status from none to raw data or in progress if this is something that I’m still working on, ad hoc, certify, or legacy, if it is something that I want to deprecate. Once I go ahead and change the status, I can go ahead and click apply, and then we’re good to go. I can also take a look at the list of columns of this dataset to make sure that these are the ones that I want to work with. I can also look at the data preview to make sure that each of the fields contains the data that I’m expecting.
I can best go to the info tab where I can add or see the contextual information of these datasets. I also can go ahead and add tags to make sure that this is easily categorized or searchable as well. I can see where the source of this data is. I can see also where this dataset is being referenced. In this case, we can see that it’s referencing a couple of workspaces, marketing analysis, and marketing campaign examples. It’s going to lease the owner, and I can see who this dataset is visible to? I also can see the timestamp for the activities of this dataset.
In addition to this, I can add comments to this dataset. So I can go ahead and tag Bob, for example, and say, “Hey, Bob, this dataset is ready for you to use.” Spotlight also allows you to blend data from multiple sources so you can create a view, which then you can go ahead and analyze using your favorite BI tool of choice. So, in this case, not all the data have to be on the cloud or on-premise. It doesn’t matter where it’s located. It could be a CSV file. It could be a table on Postgres or in a local environment, and also, it could be an object that you’re trying to analyze from your cloud data lake.
To create a workspace, you can go ahead and open one of the data assets to add to the workspace and click on Add to Workspace. Then you can find one of the workspaces that you’re working with or create a new one. In this case, we can go ahead and create a demo marketing workspace. And now, here we can see the flow that we’re going to continue building to analyze that dataset. Now let’s go ahead and create a view that we can explore with our favorite BI tool. To create a view, we can add more datasets here or go to the Workbench and add more datasets.
However, I like the simplicity of adding it here, so I’m going to add data here. The first dataset that I need is the Marketo Leads, so I’m going to go ahead and search for it. I have it under my name, so I’m going to add that one to the flow. Then I also need to add the sales opportunities. So I’m going to look for sales, and Spotlight will also provide me with a list of all the sales opportunities and resources we have here. I’m going to select the one that belongs to me. Now, as you can tell, there is no flow here, there is nothing that creates a blend, which is the one that I need, so I’m going to go ahead and open the Workbench.
In the Workbench, I will create the dataset that is going to be the final view that we are going to analyze using our BI tool of choice. To do that, we’re going to create a dataset, which will make this view. This is the view that contains the final results that we want to analyze. Now, we want to go ahead and add an operation. The operation that we’re going to work with today is blending. This is what is going to happen between these three datasets. So I am going to go ahead and select sales opportunities. Then I’m going to go ahead and select the inner join.
You can select any join that meets your business needs. In this case, I also I am going to use the suggested columns that Spotlight is telling me that I should join these two datasets on. Then once I’m done with that, I’ll go ahead and create the blend. Now, as you can see, a new blend is going to happen here. Now, I want to create a blend between the resulting dataset and the Marketo Leads. So I will go ahead and select the Marketo Leads in here, click on the inner join, and go as well with the recommended columns that Spotlight is suggesting.
So I’m going to go ahead and create a blend, and then you will see the blend happening here. The last operation that we want to do is blend the resulting dataset and the marketing leads. The marketing campaigns, I’m sorry, that we have in there. We’re going to do an inner join as well. Then we are going to go ahead and select the columns here. You are more than welcome to make a selection here depending on your business needs, create the blend, and then you will be good to go. Now, the flow is ready. You can preview the resulting data to make sure that this is what you want to analyze.
Here, I also want to show the details because this sales opportunity number two doesn’t make sense to me, and I don’t want to share that with my teams like that. So what I want to do is I’m going to go ahead and change this to ROI analysis. Now we are good to go. I also remember that you can add contextual information here, you can preview the data if you wanted to, and you can also change the status of this work in progress that you are doing. If we’re going to go ahead and go back to the workspace, we can add collaborators.
If we want to share these with the rest of our team to do more work while saying we’re in different time zones and want my friend William to add some work to it while I’m away, I can go ahead and do that. So I can go ahead and add this information in there, and then I can also provide comments and tell Will, “Hey, Will, this dataset is ready for you.” All right. Now next time he logs in, he’s going to get the notification, and he will be able to analyze that. But the best thing of all is that once I’m done with creating this view, I can go to the Workbench and select any BI tool that I want to analyze.
For simplicity, you could use Tablo, Jupiter Notebooks if you want to do data science analysis on it, or you could download all this data on a CSV file that you can then import into your favorite tool for further analysis. This is how easy you can gain insights from your data using Spotlight. Please reach out to us if you have any questions.