Summary view

The Summary view shows one run as levels of groups instead of a graph of nodes: the semantic sources first, then their tables and source systems, then the individual transformations. Switch to it when a run has many steps and you want its shape and totals rather than every node. For the diagram window itself, see Workflow diagram.

Open the Summary view

1. Open the diagram for a run, as described in Workflow diagram.
2. In the SETTINGS PANEL, click Summary. While the levels are built, the view reads Building summary.

The run selector at the top of the window stays in place; the view redraws for the run you choose. The same panel switches back to Flow and to Rearrange; the move tool is described in Rearrange transformations.

Read the levels

The view builds a root card, Warehouse Workflow, and four levels beside it. Each column starts with a header card: its level tag, from L0 to L4, and a count of the cards the column currently shows. The first column holds the single Warehouse Workflow card.

The last level holds the run's individual steps; the levels above group them. A group takes its name from its semantic source, table or source system. When the run's data does not provide one, the group reads Unknown.

The Start, Finish and Initialize steps are not summarised; the levels hold the work steps. See Nodes in a run.

Change the grouping and order

• Group by sets the two middle columns. Table → Source, the default, puts tables before source systems; Source → Table swaps them. The choice applies across the view, including the labels in a group's details.
• Order by sorts groups largest first: Rows by processed rows, and Duration by run time. Default keeps the run's own order. The sort also reaches inside groups you have not opened.

Hide or show a level

1. Find Levels in the settings panel. Each level carries its name and an L1 to L4 tag.
2. Use the eye button of a level to hide or show it. Its tooltip reads Hide Level 2 while the level is shown, and Show Level 2 while it is hidden.
3. Hide any level from 1 to 3. The Transformation level has no hide button.

A hidden level is crossed out, and the lines re-attach to the nearest level still shown; the remaining columns close the gap and the view fits itself again. Each level also has buttons that open or close it whole: their tooltips read Expand all Level 2 and Collapse all Level 2, and both refit the view.

Expand and collapse groups

• Click a group on level 1, 2 or 3 to open it in the next column; click it again to close it.
• Right-click a group for Open Details, Collapse or Expand. The expand item is offered on the first three levels only.
• When the view first loads, every Semantic Source group is already open.
• Opening a group also opens a chain that holds a single child at each step, up to ten levels deep, so you land on the steps themselves.
• Changing Group by closes everything except the source groups.

Find a step

The search box sits with the zoom controls at the bottom of the view. Its placeholder reads Navigate….

1. Type part of a name. Results are grouped by level: Semantic Source, Table or Source System, and Transformation. A section with nothing reads No matches.
2. Pick a result. The view opens the levels down to the transformation and moves to the card.

While a card is focused, the box reads ✦ focused. The highlight clears by itself after a few seconds, and clearing the box drops the focus. If nothing matches anywhere, the panel reads No nodes found matching "{searchText}". Search covers what the view currently shows: a hidden level, or a timeline set before a step started, keeps that step out of the results.

Open a group's details

• Click a transformation card to open its details, the same panel as in the Flow view; see Workflow diagram.
• For a group on the first three levels, right-click and choose Open Details. The panel shows the group's status and a Summary block with Total Rows, Total Runtime, Start and Finish, then its children down to the transformations, with a count chip for each section. Close closes the panel.
• Hover a transformation row to reveal its buttons: Edit Transformation and Edit Table. The footer hints: Hover transformations to reveal action buttons; for what you can change on a transformation, see Build, test and finalize a transformation.

Read the cards

Group cards show:

• the group name and its status;
• how many steps sit inside, counted next to its icon;
• a breakdown like 2 Failed and 12 Finished; states with no steps are left out;
• a stats line with rows and run time for everything inside.

Transformation cards show:

• the step name, its type tag and its status;
• processed rows, formatted like 1.2M or 350k;
• its runtime, shown like 45s, 5m or 1.5h, and its average after avg, for example 12m / avg 9m, plus a ↓N% or ↑N% chip when the step is clearly faster or slower than that average;
• its time range, as HH:mm-HH:mm, and an ETL tag with the step's ETL type;
• a tag marking a disabled transformation.

When a step has failed, see Monitor and fix a run.

A header filter or a highlight applies to these cards as well: matching cards stay bright, the rest fade, and a group with nothing left in it is not shown.

Replay the run with the timeline

For the slider itself, see Workflow diagram. With a moment selected, the Summary view shows the run at that time:

• a step that had not started at that moment is left out, and a group with no steps left disappears;
• steps running at that moment show as Running;
• a group whose work had already finished reads Paused while the moment you picked is earlier than the run's end.

Click the reset button, tooltip Reset to latest, to return to the run's end and see the final states.

Limits and edge cases

• The view is read-only. The layout is computed from the run's data, and cards cannot be dragged. Use Flow to move nodes.
• The view reads the run's data when it opens and does not refresh by itself. Reopen it, or reload the window, for new numbers.
• A workflow with no runs yet shows No Workflow Data with "Workflows will be displayed after at least one run." There is nothing to summarise before the first run; see Run a workflow by hand.

Questions, answered

Why can't I drag the cards?

The Summary view is read-only. The layout is computed from the levels, so cards cannot be moved or arranged. To tidy a graph by hand, switch to Flow. See Workflow diagram.

Why does the search box read ✦ focused?

You picked a card from the search results, so that card stays marked while the view points at it. The mark clears by itself after a few seconds. To drop it at once, clear the search box.

Why does a group show Unknown?

The run's data for those steps has no semantic source, table or source system, so the group cannot take a name. Open a step's details to see what it belongs to.

Which steps are left out of the Summary view?

The Start, Finish and Initialize control steps are not summarised. The levels hold the work steps. See Nodes in a run.

Why does search miss a step that the Flow view shows?

Search covers only what the Summary view shows now. A step is out of the results while its level is hidden, or while the timeline is set to a moment before it started. Show the level with its eye button, or move the timeline.

What do the ↓N% and ↑N% chips mean?

The step was clearly faster (↓N%) or slower (↑N%) than its average runtime. The chip appears only when the difference is clear: more than about 15% faster, or about 20% slower.

Why does a group read Paused?

The timeline sits before the run's end and the group's steps are all done at that moment, so the view reads Paused instead of a final state. Move the timeline to the end, or click the reset button, tooltip Reset to latest.

How do I open a group's details panel?

Clicking a group opens and closes it. Right-click the group and choose Open Details to open the panel. A transformation opens its details on a click.

What does 12m / avg 9m mean on a transformation?

It is the time the step took in this run, followed by its average runtime. In the example, the step took 12 minutes and its average is 9 minutes.

Why can't I hide the Transformation level?

Only levels 1 to 3 have a hide button. The Transformation column always stays.

Do I need a special permission for the Summary view?

No. It opens with the same permission as the rest of the diagram window. See Workflow permissions.