Customize enrichment insights

Important

Some or all of this functionality is available as part of a preview release. The content and the functionality are subject to change.

The enrichment layer in Nonprofit data solutions in Microsoft Fabric provides insights and analytics on top of your transformed data. You can customize existing insights or create new ones to meet your organization's specific needs.

Prerequisites

Before customizing enrichment insights, ensure you have:

  • A Microsoft Fabric workspace with Nonprofit data solutions installed.
  • Familiarity with the silver layer data model.
  • Knowledge of PySpark or your preferred notebook language.
  • Understanding of the business logic behind existing insights.

Customize existing insights

To modify the logic of existing enrichment insights:

  1. Sign in to Microsoft Fabric.

  2. In the left navigation pane, select Workspaces and navigate to the workspace where Nonprofit data solutions is installed.

  3. Locate and open the Fundraising_SL_GD_Enrichment pipeline, which is responsible for creating the gold data model, enrichment, and segmentation.

    Screenshot of the pipeline for enrichment.

  4. Find the notebook activity that contains the insight you want to customize.

  5. Open the notebook and modify the logic according to your requirements:

    • Adjust calculations or aggregations.
    • Add or remove data sources.
    • Change filtering criteria.
    • Update transformation logic.

  6. Test your changes thoroughly to ensure they produce expected results.

  7. Save the notebook and return to the pipeline.

  8. Select Save in the pipeline to preserve your changes.

Generate new insights

To create entirely new insights in the enrichment layer:

  1. Sign in to Microsoft Fabric.

  2. In the left navigation pane, select Workspaces and navigate to the workspace where Nonprofit data solutions is installed.

  3. Create a new notebook with your custom enrichment logic:

    • Query data from the silver layer tables.
    • Apply your business logic and calculations.
    • Create aggregations, joins, or other transformations.
    • Write the results to new tables in the gold layer.

  4. Locate and open the Fundraising_SL_GD_Enrichment pipeline.

  5. Create a new Notebook activity and attach the notebook with your custom enrichment code to it.

  6. Place the new activity after the last notebook responsible for enrichment and connect it with the rest of the activities.

  7. Select Save to preserve your changes to the pipeline.

Best practices for enrichment customization

When customizing or creating enrichment insights, consider the following best practices:

  • Data quality: Validate data quality from the silver layer before performing enrichment.
  • Performance: Optimize your notebook code for performance, especially when processing large datasets.
  • Idempotency: Design your enrichment logic to be idempotent, so that it can be safely rerun without causing issues.
  • Error handling: Implement proper error handling and logging to troubleshoot issues.
  • Documentation: Document the business logic and assumptions in your enrichment notebooks.
  • Testing: Test your enrichment logic with various data scenarios to ensure accuracy.
  • Dependencies: Be mindful of dependencies between enrichment activities and order them appropriately.

Next steps

After customizing enrichment insights, you can further extend your solution and make your insights actionable.

Create custom segmentation

Use your enrichment insights to create meaningful constituent segments:

  • Build segmentation logic based on enriched attributes (such as donor lifetime value, engagement scores).
  • Create segments that combine insights from multiple enrichment calculations.

See Customize segmentation logic for detailed guidance on creating and customizing segments.

Visualize your insights

Make your enrichment insights available in reports and dashboards.

  • Update the semantic model to include your new enrichment tables and measures.
  • Create calculated measures that use your enrichment insights.
  • Build Power BI reports that visualize trends and patterns from your enriched data.
  • Design dashboards that help stakeholders make data-driven decisions.

See also

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