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Data Fabric Insights
The capabilities described on this page are included in Appian's advanced and premium capability tiers. Usage limits may apply.

Welcome to data fabric insights in Process HQ! Here, you'll learn how to explore and build self-service reports and dashboards using your data fabric.


Appian's data fabric allows developers to unify, secure, and optimize data spread across the enterprise. With this unified data architecture, you can quickly build modern, data-driven applications that automate your business. But it's not just developers who benefit from a unified data fabric. Data fabric insights extends the power of data fabric to business users.

This page describes the data fabric insights capability, how the data concepts you already know are presented to business users, and how users can leverage that data to answer their common business questions.

If you're already familiar with data fabric insights, review the following pages to allow users to access this capability:

About data fabric insights

Data fabric insights allows business users to securely explore their data fabric and build custom reports and dashboards in Process HQ.

Users can browse a catalog of datasets—secured by record type security and record-level security—and quickly design reports to fit their business needs. When they partner with Appian AI Copilot, users can dig deeper into their report data using AI-generated insights to identify patterns, trends, and outliers. Then, users can combine their reports into a unified dashboard.

Once they finish building their reports and dashboards, users can save them for future exploration, download their charts as images, or export their grids to Microsoft Excel. All saved reports and dashboards are easily accessible from the Process HQ landing page. Here, users can view, duplicate, and share their reports and dashboards, or view reports and dashboards shared with them.


As a developer, you're familiar with the record type and how relationships and record type security let you access data from the record type and its related record types. To business users, we use datasets to represent this same capability so they don't need as much familiarity with the technical details of your data fabric. Business users access datasets in the Data Catalog of Process HQ.

Each dataset is made up of a record type and its one-to-one and many-to-one related record types. For example, the image below illustrates the Customers dataset, where the Customer record type is the base record type. Based on the one-to-one and many-to-one relationships configured on the Customer record type, this dataset would include data from the Customers, Districts, Addresses, and Credit Cards record types.

A dataset will not include data from one-to-many relationships. So if the Customer record type has a one-to-many relationship to the Order record type, it would not appear in the Customers dataset. Instead, a user could explore order and customer data together using the Orders dataset, so long as the Order record type has a relationship to the Customer record type.

Users can learn more about a dataset by hovering over the vendor logos. The following image highlights the elements that make up a dataset:

# Element
1 The data source of the base record type, represented by the vendor logo. In the example above, the Appian logo represents the Appian Cloud database. Users can hover over the logo to see the source type and the source name of the base record type.
2 The number of rows in the base record type as of the last full sync. This element is only available when the Show row count option is enabled on the Data Catalog.
3 The number of data sources included in the dataset. This number includes the data source of the base record type.
4 The data source of each related record type, grouped by vendor. Only the unique vendor logos will display here. Users can hover over each logo to see which data comes from each source.


Business users can further explore and analyze their data by building custom reports. To create a report, users can select a dataset, or use a more guided experience to pick the data and design of their report.

Then, users can hand-pick fields to display in a grid, chart, or KPI. They can also add design elements, like record actions and record links, to empower report viewers to take action from the context of their report. As they design the report, users can filter, sort, and format the data to meet their specific needs.

Once users finish building a report, they can save it for future exploration. By default, a report is only available to the user who created it.

To collaborate across the organization, users can share their reports with everyone in the Data Fabric Report Creators system group. Once the report is shared, anyone with Viewer permissions to the record types used in the report can view it.

Chat powered by AI Copilot

Users can gain new insights about a report using Appian AI Copilot. They can ask AI Copilot questions about the report data, or select from a list of suggested questions to discover potential areas of improvements and next steps.

AI Copilot can only analyze aggregate data in a report. This means that AI Copilot is only available for reports that either group data or apply a calculation to their data (like sum, count, or average).

Tip:  AI Copilot can only assist users in understanding their custom-built reports; it can't build reports for them.

This capability is available only on Appian Cloud and for environments in these regions:

  • US East (N. Virginia)
  • US West (Oregon)
  • Europe (Frankfurt)

If your Appian environment is in an unsupported region, you can choose to send your data to a supported region. This won't change your environment's region. For more information, contact Appian Support.


Users can tell a complete story with their data by combining reports into a comprehensive dashboard. In a dashboard, users can pull together their custom reports and reports shared with them to display related information in an easily scannable format.

Just like a report, users can save a dashboard for future reference and share it with everyone in the Data Fabric Report Creators system group. Once the dashboard is shared, anyone with Viewer permissions to the reports and the record types used in those reports can view the dashboard.

Open in Github Built: Fri, Jun 14, 2024 (05:47:37 PM)

Data Fabric Insights