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This recipe identifies, standardizes, and governs business terms used across reports and dashboards. It detects inconsistent definitions and showcase responsbile governance stakeholders fro the inconsistent metrics, checks for consistent metrics and assigns appropriate business domains, and generates glossary-ready descriptions to support trusted analytics and data governance.
Organizations frequently reuse the same business metrics across dashboards, reports, and analytical models. However, these metrics are often defined differently in different places, creating reporting conflicts and reducing trust in analytics. This recipe analyzes reporting columns, traces lineage to upstream sources, identifies business metric candidates, detects formula conflicts, and automatically prepares governance-ready glossary terms with suggested domains and descriptions.
Step 1 — Discover Reporting Surface
Identify all report columns used across dashboards and analytical reports.
Step 2 — Validate Lineage
Filter columns that are derived from upstream data sources and exclude manual fields.
Step 3 — Normalize Terms
Standardize column names by removing case, spacing, and formatting differences.
Step 4 — Measure Usage Impact
Determine how frequently each normalized term appears across reports.
Step 5 — Identify Business Term Candidates
Exclude technical identifiers and structural fields to isolate meaningful metrics.
Step 6 — Detect Governance-Critical Terms
Flag metrics with lineage and repeated usage across multiple reports.
Step 7 — Trace Immediate Data Sources
Identify the exact upstream table and column feeding each metric.
Step 8 — Generate Source Signatures
Create standardized identifiers for comparing metric definitions.
Step 9 — Detect Formula Conflicts
Identify metrics calculated using multiple distinct formulas.
Step 10 — Enrich Governance Context
Attach report metadata, owners, and stewardship roles for review.
Step 11 — Identify Stable Definitions
Detect metrics that use a consistent formula across reports.
Step 12 — Suggest Glossary Domains
AI recommends the best-fit business glossary domain for each term.
Step 13 — Generate Term Descriptions
AI produces draft business glossary descriptions aligned with the domain.
Step 14 — Create Glossary Terms
Governance teams review and publish standardized business glossary entries.
| Insight Category | What the recipe discovered | Business Impact |
|---|---|---|
| Metric conflict | Revenue calculated differently across sales and finance dashboards. | Creates inconsistent executive reporting. |
| High impact metric | Customer Lifetime Value appears across multiple marketing reports. | Requires governed glossary definition. |
| Stable metric | Profit Margin uses identical formula across all dashboards. | Safe candidate for glossary onboarding. |
Make sure the following ingredients are available in your workspace: