Data Catalog
Purpose
The purpose of this Data Catalog is to help you understand and make use of the data that is available in our Snowflake Data Warehouse for reporting and analysis. Snowflake contains Data Sources extracted from Tech Stack Applications, then transformed and integrated into the Trusted Data Model for simple and easy reporting and analysis. Trusted Data Models are expressed using standard dimensional modeling. Reporting and analysis is performed using either SQL run versus Snowflake (UI or Command Line), or using the Sisense BI Tool that connects to Snowflake.
- See Data Sources for a list of all data sourced into Snowflake. Not all Tech Stack Application Data is sourced into Snowflake, but most critical application data is. If there is data you would like sourced into Snowflake, follow our New Data Source guide.
- Refer to the tech stack YAML file for a comprehensive list of all Tech Stack Applications. The YAML file is the SSOT for key application information, such as business owner, technical owner, data classification, and access request process.
- This Data Catalog is organized by the major cross functional workflows and then by the function and results.
Important: How Data Extraction, Loading, and Transformation Works
We follow an ELT approach, not an ETL approach because the ELT approach gives us more flexibility in storing historical data and transforming it all within Snowflake. Data is stored in different schemas and databases in Snowflake as it progresses through Loading and Transformation Stages. For Data Access and Security reasons, only data surfaced in the PROD database is accessible to Sisense. Learn more about our Snowflake Data Storage process design in the Data Storage guide
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Extraction and Loading: We use a variety of tools to extract data from Tech Stack applications and follow the Extraction Solution decision tree to ultimately decide which is the best tool to use for a given data source. The Pipelines guide contains more information about our Extraction processes.
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Transformation: dbt is used for all in transformations. See our dbt guide for more details on why and how we use this tool. All dbt code is stored in our Analytics Project.
Sisense Enterprise BI Tool
Sisense is our enterprise standard BI tool. See how Sisense is being used with the Sisense Usage Overview dashboard.
Tableau Enterprise BI Tool
We are migrating to Tableau as our Enterprise BI Tool in FY24. During the transition period, we will use both Sisense and Tableau.
Tableau Production Workbooks Catalog
We used a boring solution for our first iteration of the Tableau production workbooks catalog. The production workbooks with meta data about the workbooks, handbook urls, and workbook urls are contained in YAML files in the Denomas Tableau Repository. In a future iteration, we intend to render the contents of the YAML files directly in the Data Catalog to provide a more direct method to access the workbooks. You can access the department or business motion YAML files below.
- go_to_market_production_workbooks.yml
- sales_production_workbooks.yml
- marketing_production_workbooks.yml
- finance_production_workbooks.yml
- customer_success_production_workbooks.yml
- people_production_workbooks.yml
Lead to Cash Catalog
Analytics Hubs, Data Guides, and ERDs
The analytics hubs provide links to the current SSOT dashboards for an area of business analysis. The data guides provide solution recipes to develop reporting, insights, and analysis for a business area. The ERDs provide the entity relationships between data objects in the enterprise dimensional model.
Analytics Hubs
- GTM Analytics Hub
- Marketing Analytics Hub
- Sales Analytics Hub
Coming Soon - Finance Analytics Hub
Coming Soon
Data Guides
Entity Relationship Diagrams
dbt Data Lineage Diagrams
These data lineage diagrams illustrate how the data from critical Lead to Cash source tables flow through the Snowflake data models.
Zuora Data Lineages
Salesforce Data Lineages
CustomerDot Data Lineages
dbt Data Dictionaries
These data dictionaries provide definitions for the Lead to Cash fields used in the Snowflake Enterprise Dimensional Data Model.
Lead to Cash Dimensions (Context)
Lead to Cash Facts (Measures)
Analysis
The analysis section provides references to analytical projects developed by the Functional Analysts teams.
Sales
Coming soon
Marketing
Coming soon
Finance
Coming soon
Data Science and Business Insights
- Propensity to Expand: Project, Handbook, Presentation
- Propensity to Contract and Churn: Project, Handbook, Presentation
- Propensity to Purchase: Project, Handbook, Trails Presentation, Free Presentation
- 2021-10-01 SAO Analysis
- 2022-01-10 Free Account conversion to First-Order Closed Won
Product Release to Adoption Catalog
Analytics Hubs, Data Guides, and ERDs
The analytics hubs provide links to the current SSOT dashboards for an area of business analysis. The data guides provide solution recipes to develop reporting, insights, and analysis for a business area. The ERDs provide the entity relationships between data objects in the enterprise dimensional model.
Analytics Hubs
Data Guides
- Data Guide to Namespace Analysis
- Data Guide to Self-Managed Analysis
- Data Guide to XMAU Analysis
- Data Guide to Self-Managed Estimation Methodology
- Data Guide to Product Usage Data
- Data Guide to SaaS Product Events
- Data Guide to CI Runner Activity
- Data Guide to Manual Usage Data Upload Process
- Data Guide to MR Rate
- Data Guide to Product Geolocation
- Data Guide to Pricing Analysis
- Data Guide to Service Data Inspector
- Data Guide to SaaS Service Ping Automation
- Data Guide for Adding Service Ping Metrics to Gainsight
Entity Relationship Diagrams
dbt Data Lineage Diagrams
These data lineage diagrams illustrate how the data from critical Release to Adoption source tables flow through the Snowflake data models.
Release to Adoption Data Lineage Diagrams
Coming Soon
dbt Data Dictionaries
These data dictionaries provide definitions for the Release to Adoption fields used in the Snowflake Enterprise Dimensional Data Model.
Release to Adoption Dimensions (Context)
Release to Adoption Facts (Measures)
- fct_event
- fct_event_valid
- fct_event_user_daily
- fct_event_namespace_daily
- fct_event_namespace_monthly
- fct_ping_instance
- fct_ping_instance_metric
- fct_ping_instance_metric_7_day
- fct_ping_instance_metric_28_day
- fct_ping_instance_metric_all_time
- fct_ping_instance_metric_none_null
- fct_ping_instance_metric_monthly
- fct_ping_instance_metric_weekly
- fct_ci_runner_activity
- fct_usage_ci_minutes
- fct_usage_storage
Analysis
The analysis section provides references to analytical projects developed by the Functional Analysts teams.
Product Data Insights
Customer Success
- Account IQ (
Coming Soon)
Engineering
Coming Soon
Team Member Catalog
Analytics Hubs, Data Guides, and ERDs
The analytics hubs provide links to the current SSOT dashboards for an area of business analysis. The data guides provide solution recipes to develop reporting, insights, and analysis for a business area. The ERDs provide the entity relationships between data objects in the enterprise dimensional model.
Analytics Hubs
Data Guides
Entity Relationship Diagrams
dbt Data Lineage Diagrams
These data lineage diagrams illustrate how the data from critical Team Member source tables flow through the Snowflake data models.
Team Member Data Lineage Diagrams
Coming Soon
dbt Data Dictionaries
These data dictionaries provide definitions for the Team Member fields used in the Snowflake Enterprise Dimensional Data Model.
Team Member Data Dictionaries
Coming Soon
Analysis
The analysis section provides references to analytical projects developed by the Functional Analysts teams.
People Group
Coming Soon
Central Data Team Catalog
Analytics Hubs, Data Guides, and ERDs
The analytics hubs provide links to the current SSOT dashboards for an area of business analysis. The data guides provide solution recipes to develop reporting, insights, and analysis for a business area. The ERDs provide the entity relationships between data objects in the enterprise dimensional model.
Analytics Hubs
- Central Data Team Analytics Hub
Coming Soon - Sisense Usage and Adoption
- Trusted Data Health
Data Guides
Coming Soon
Entity Relationship Diagrams
Coming Soon
dbt Data Lineage Diagrams
These data lineage diagrams illustrate how the data from critical Team Member source tables flow through the Snowflake data models.
Central Data Lineage Diagrams
Coming Soon
dbt Data Dictionaries
These data dictionaries provide definitions for the Team Member fields used in the Snowflake Enterprise Dimensional Data Model.
Central Data Dictionaries
Coming Soon
Analysis
The analysis section provides references to analytical projects developed by the Central Data Team.
Central Data Team
Coming Soon
Metrics and Terms Index
- Sales Term Glossary
- ARR: Annual Recurring Revenue
- ATR: Available To Renew
- CAC: Customer Acquisition Cost
- LTV: customer LifeTime Value
- Namespace
- NDR: Net Dollar Retention
- PQL: Product Qualified Lead
- Product Stage
- SM: Self-Managed aka Self-Hosted
- UPA: Ultimate Parent Account
- xMAU: x Monthly Active Users
Legend
📊 indicates that the solution is operational and is embedded in the handbook.
🚧 indicates that the solution is in a Work In Progress and is actively being developed. When using this indicator, an issue should also be linked from this page.
🐔 indicates that the solution is unlikely to be operationalized in the near term.
CI Runner Activity
Customer Segmentation
Data Guide to Customer Master Prototype
Data Guide to Namespace Analysis
Data Guide to Self-Managed Analysis
Data Guide to Self-Managed Product Geolocation Analysis
Data Guide to xMAU Analysis
Email Marketing Data Mart
Group Namespace Conversion Metrics
License Utilization Analysis
Manual Upload of Usage Payload
Merge Request (MR) Rate
Opportunity-Subscription Mapping
People Analytics Overview
People Metrics
Pricing Analysis
Product Usage Data
SaaS Product Events Data
SaaS Service Ping Automation
Sales Funnel
Service Data Inspector
TD: Available to Renew (ATR)
TD: Finance Annual Recurring Revenue (ARR)
TD: Zuora Revenue Waterfall
Trusted Data Solutions Dashboard
Web Traffic Analysis
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