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Troubleshoot Data Fabric Insights

This page applies to developers. It describes how to troubleshoot certain behavior in data fabric insights.


As a developer, you may be asked to troubleshoot or explain certain aspects of data fabric insights to your users. Use this page to troubleshoot and address user questions.

Unavailable datasets

There may be scenarios when a user is unable to access a dataset in the Data Catalog or in an existing report or dashboard.

There are a few reasons why a dataset may be unavailable:


Business User Impact


The record type failed to sync.

Users cannot select the corresponding dataset, use the data in a report or dashboard, or view the data in a report or dashboard.

Review the status and history of syncs associated with your record type to ensure your data is syncing successfully. See troubleshooting data sync for information on how to resolve sync issues.

The user does not have access to view the record type.

Users cannot see the record type as a dataset in the Data Catalog, or view or edit a report that uses the record data.

Review security on the record type to ensure the right users have access to the right data.

The record type or a related record type is not configured to show as a dataset.

Users cannot see the record type as a dataset in the Data Catalog or in any other datasets where the record type is configured as a related record type.

Enable Show this record type as a dataset in the Data Catalog of Process HQ on the record type and any one-to-one or many-to-one related record types.

Unanswered questions from AI Copilot

If AI Copilot cannot analyze a report, it may be because:

  • The report does not contain any aggregated data. Users must either group data or apply a calculation (like sum, count, or average) to aggregate data for analysis.
  • The report is too large. User should remove fields or apply a filter to reduce the number of rows.
  • The user has exceeded the token limit of the Azure OpenAI Service license. This will require the user to start a new session.

Sessions and token limits

A session is a conversation between a user and AI Copilot. During a session, a user can ask AI Copilot questions about their data. At some point, a user may receive a message from AI Copilot indicating that the conversation has reached its limit. This occurs when the user exceeds the token limit on a given session. The number of questions a user can ask AI Copilot in a given session is determined by the token limit of your Azure OpenAI Service license.

If a user hits the limit, they will need to start a new session to continue asking questions about their report. Users will either be promoted to start a new session, or they can click Restart your conversation with AI Copilot to manually start a new session.

AI Copilot won't remember questions from a previous session. If a user starts a new session, AI Copilot won't have any context about the previous conversation. This means AI Copilot won't have answers to follow-up questions from a previous session. Users will need to provide AI Copilot with the necessary context at the beginning of each session.

Learn more about AI Copilot.

Mobile device support

Process HQ is not supported on mobile devices.


Data fabric insights is not fully accessible. Users with disabilities including blindness, low vision, color perception, and mobility limitations may experience difficulty performing some tasks or functions in the workspace.

Troubleshoot Data Fabric Insights