Add “Certified / Validated” Status for Data Visualizer (DV) Workbooks in OAS/OAC

Dhaval Parikh Stantec

Problem:

In organizations using self-service analytics with Data Visualizer (DV), users across departments can create and share workbooks freely. While this enables agility, it introduces a significant governance challenge:

• Reports may not align with enterprise KPIs or standardized definitions
• Leadership may consume unvalidated or inconsistent metrics
• There is no clear distinction between exploratory analysis and enterprise-grade reporting

Currently, DV does not provide a native mechanism to indicate whether a workbook is trusted, validated, or certified.

Proposed Solution:
Introduce a native Workbook Certification Framework within DV, allowing administrators or authorized users to assign a validation status to workbooks.

Suggested Features:

1. Certification Status Field (Metadata)
   • Certified
   • Under Review
   • Not Validated
2. Visual Indicator / Badge
   • Display status prominently on workbook tiles and inside the workbook UI - Example: “Certified by Finance”
3. Role-Based Control
   • Only designated roles (e.g., BI Admins, Data Stewards/DV Power Users) can assign or modify certification
4. Catalog Filtering
   • Ability to filter/search workbooks by certification status
5. Audit & Governance Metadata
   • Last validated date
   • Validated by (user/role)
   • Optional expiration/revalidation cycle

Business Impact / Value:

• Improves trust in analytics across the organization
• Prevents decision-making based on inconsistent or incorrect KPIs
• Enables safe scaling of self-service BI without restricting users
• Aligns DV with governance capabilities seen in other BI tools (e.g., certified datasets, endorsed content)