Scoped: Net revenue What feeds it, and what depends on it
SourceOrders database
PipelineOrders nightly
Datasetorders_daily
ModelRetail sales
MetricNet revenue
DashboardQ3 revenue reviewReportRegional pack
ShareBoard link
Certified assets carry a badge and rank first in search
A business glossary that the AI answers with
Lineage from source to share, derived live from real references
Certification, the glossary, ownership and lineage are available on the Business plan. Masking is on every plan. See plans
One meaning for every term, an owner for every asset
Define terms with their synonyms and link them to the metrics that implement them: the AI answers with your wording. The Assets tab shows who owns what, and what nobody owns yet.
Catalog New term
GlossaryAssetsLineage
Active customerA customer with at least one order in the trailing 90 days.Synonyms: Active account Active customers
Net revenueInvoiced amount after discounts and refunds, before tax.Synonyms: Net sales Net revenue
RegionThe sales territory an order is attributed to, from the ship-to address.Synonyms: Territory+ link metric
GlossaryAssetsLineage
Domain: AllUnowned: 1
Q3 revenue reviewDashboard · FinanceDana Kim
Retail salesModel · SalesRavi Shah
Returns scratchpadDashboard · OperationsUnowned
What you can do with Catalog
Certification
Workspace admins certify dashboards, data models, sources and metrics. The badge shows who certified the asset and when, wherever it appears.
Business glossary
Terms, definitions and synonyms, linked to the metrics that implement them. The AI answers with your wording, and matching fields show the definition on hover.
Owners and domains
Give every asset an owner and a domain. The Unowned view lists the gaps to close first, and every assignment is recorded in the audit log.
Lineage
Sources, pipelines, warehouse datasets, models, queries, metrics, dashboards, reports and shares in one graph that nobody has to maintain.
Impact analysis
Click any asset to scope the graph to everything that feeds it and everything that breaks if it changes.
Masking
Label a field as PII or confidential and its values are masked in the query engine for everyone but company admins, on every surface, AI included.
Certified
Dashboards, models, sources and metrics
Live lineage
Derived from real references, never hand-kept
Masked
In the query engine, on every surface
Inside Catalog
Certified first
Certification marks the endorsed dashboard, model, source or metric, and search ranks it first. The Metrics hub, the AI and the Android app surface certification too.
Only workspace admins can certify
Certified badges carry through the lineage graph
Masking that holds
Masking happens in the query engine. Used as a dimension, a labeled field renders as asterisks. Aggregating, filtering or sorting on it is refused with a clear message, so nothing leaks by inference.
Dashboards, exports, shares, embeds and AI Chat
A masked query has its own cache key, so clear results never reach masked users
Raw SQL that touches a labeled column is blocked for non-admins
Lineage that refuses unsafe deletes
The same graph stops a Warehouse dataset from being deleted while anything still references it, and lists every dependent so you can repoint it first.
No. Every edge is derived from real references each time you open the graph. Dependencies that live outside DataSquares, such as a view inside your own warehouse, are not in it.
How do we mark sensitive fields?
Give a model field a sensitivity label, such as PII, through the model API; there is no editor control for it yet. Labeled values are masked for everyone except company admins.
Who can certify assets?
Workspace admins. Certification is a governance act, separate from authorship: the badge says the asset is endorsed, not who made it.
Does the AI use the glossary?
Yes. Matched definitions go into the AI’s context for each question, so a term like active customer means what your organization defined. Deleting a term takes effect on the next request.