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Data Profiling Workbench Guidance

How the Overview, Columns, Charts, Report, Save Draft, New Version, and Lock Model controls map to the documentation.

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Data Profiling Workbench Guidance

The Workbench is organized around four modules and the model-level actions above them.

Workbench modules

Overview Module

Use Overview to choose the source, preview URL downloads, add metadata, run the profile, and review top-level metrics. If URL mode is used, preview and confirm the target before running.

Use Data Inputs And Source Review when source selection is unclear.

Columns Module

Use Columns to inspect every profiled field. Search by name and filter by type. Pay special attention to missing percentages, unique counts, quality flags, stats, and top values.

Use Columns And Quality Review when interpreting column rows.

Charts Module

Use Charts to inspect suggested visualizations and adjust chart type, fields, palette, labels, and legend. Chart edits support communication; they do not change the source profile.

Use Charts And Data Story when choosing visual evidence.

Report Module

Use Report to curate the executive summary, findings, recommendations, signals, next analyses, and data story. Treat generated text as a draft that needs business review.

Use Report, Findings, And Export when preparing stakeholder output.

Model Actions

  • Save Draft preserves the current profile edits in the active version.
  • New Version creates a separate snapshot for comparison or formal review.
  • Lock Model prevents accidental edits after the profile becomes decision evidence.
  1. Confirm source and permissions.
  2. Add descriptor context.
  3. Run profile.
  4. Review high-risk columns.
  5. Inspect suggested charts.
  6. Edit report findings and recommendations.
  7. Save a draft or create a version.
  8. Lock when the evidence is ready for formal use.