Data estate health controls in Microsoft Purview (Preview)

  • Article

Data estate health controls allow your team to analyze and track your data estate health. Track your journey to complete data governance by monitoring your governance health, and use the provided health controls to track your progress.

Prerequisites

  • You need data health reader permissions to be able to view Data Estate Health information.
  • You need data health owner permissions to be able to update or edit any health controls.

Limitations

  • Currently, custom controls can't be created.

Access data estate health controls

  1. Open the Microsoft Purview governance portal and select the Data Catalog.
  2. Select the Data estate health drop-down.
  3. Select Health controls

Now you're on the main data health controls page. This shows your governance scores at the domain level, so you can understand your organization's progress at a glance.

Health controls are rolled up into several categories that can be opened to view their parts. Category scores are an aggregate of the controls underneath them, and show their current score and their target, to pinpoint areas for growth.

Select any category or individual health control for a detailed view.

Available health controls

The currently available health controls are:

Control grouping Control Description
Access and use Self-serve access enablement Percentage of data products that have self-serve policies and workflows enabled.
Compliant data use Percentage of data subscriptions with a provided data use purpose.
Discoverability Data cataloging Percentage of data products that are published by a data product owner in the business domain.
Data products connection Percentage of data products that have data assets mapped.
Estate Curation Classification and labeling Percentage of data products and business domains that are classified and labeled.
Health observability Data estate health monitoring, alerting, and insights
Value creation Business OKRs' alignment Percentage of data products aligned with one or more business OKRs.
Trusted data Data product ownership Percentage of data products that have owners assigned.
Data quality enablement Percentage of data products with a data quality score.
Data product certification Percentage of data products certified by an authorized data product owner in the business domain.
Metadata quality management Data product useability Percentage of data products that have: a description greater than 100 characters, a parent domain with a description of over 100 characters, and a glossary term with at least a 25 character description.
Linked assets Percentage of data products with at least one linked asset and published glossary term.

Edit health controls

If you're a data health owner you can edit your health controls to:

To edit any control, or control group:

  1. Select the control group to see its details page and select the Edit pencil button, or hover over the control and select the Edit pencil button.
  2. Make your updates to owner, description, domain, rules, or status.
  3. Select the Save button to save your changes.

Activate or deactivate a control

You can deactivate any control so that new scores are no longer included in the roll up to a control group.

  1. Select the control group to see its details page and select the Edit pencil button, or hover over the control and select the Edit pencil button.
  2. Select the Active toggle to switch the control to the active or inactive state.
  3. Select Save to save your changes.

Adjust control's health target status

You can adjust your health control's target score status to reflect your business's goals.

  1. Select the control group to see its details page and select the Edit pencil button, or hover over the control and select the Edit pencil button.
  2. Select the Rules tab.
  3. Here are some of the adjustments you can make:
    1. Adjust the overall target score to reflect your goals.
    2. Adjust existing rule conditions to show any of these statuses:
      • Undefined
      • Health
      • Fair
      • Not Healthy
      • Critical
    3. Add and remove conditions on existing rules to calculate status based on score.
    4. Add or remove rules to calculate your status based on score.

    Tip

    If you want to return to the saved calculation before your edits, select the Refresh button in the edit control window.

  4. Once you've made your adjustments, select Save.

Edit a control's domains

  1. Select the control group to see its details page and select the Edit pencil button, or hover over the control and select the Edit pencil button.
  2. In the details tab, select the Domains drop-down.
  3. Select all domains you want to include in the score, and deselect any domains you don't want to include.
  4. When you're satisfied, select Save to save your updates.

Schedule control refresh

Tip

Default control refresh is daily.

The schedule of the control refresh will affect your data estate health actions and reports, as the controls provide the basis for many of these values. Consider how often you want to evaluate your overall health, and time your refresh accordingly.

  1. Open the Microsoft Purview governance portal and select the Data Catalog.
  2. Select the Data estate health drop-down.
  3. Select Health controls
  4. Select the schedule clock button.
  5. Here you can enable or disable control refresh altogether.
  6. If you enable control refresh, you can also set the start date, and set controls to refresh on a daily, weekly, or monthly basis. You can also choose an end date.