Data Explorer Feature Guide

Important:

OneTrust is aware that some clients may not be able to immediately access this feature upon release. If your tenant has Data Explorer but the Results table is empty, this could indicate a required update is still in progress for your tenant. Please contact OneTrust Support for additional assistance.

The Data Explorer menu in Data Catalog empowers you to explore the patterns and correlations in your data and to better gain insights on what kinds of sensitive information and risk has been discovered across data sources. The visualization tool offers various filters, saved views, and an option to create custom data policy to identify groups of data assets that should be monitored for compliance violations.



Filtering the Data Explorer Screen

There are two methods of dynamically updating the Data Explorer screen.

Filter Dropdowns

search/select one or more values from the 4 available objects to update the charts.

Charts

select one or more chart segments to update the screen charts. This will also apply filters corresponding with the selection. See the sections below for more details on each of the four available charts.



Filter Dropdown Options

Filter

Description

Data Sources

Search and select one or more data sources to update the charts with filters. Data sources must be active to appear as options.

Terms

Search and select one or more terms to update the charts. Only terms assigned to at least one asset will appear in the dropdown.

Classification

Search and select one or more classification tags to update the charts. Classification tags help define the sensitivity of data, which can be contextual to your organization's business needs.

Only tags assigned to at least one asset will appear in the dropdown.

For more information on how to set up tags for classification, see Creating & Managing Tags in Catalog Glossaries.

Category

Search and select one or more category tags to update the charts. Category tags help group data based on similar characteristics or features.

Only tags assigned to at least one asset will appear in the dropdown.

For more information on how to set up tags for categorization, see Creating & Managing Tags in Catalog Glossaries.

Using Multiple Filters and Chart Selections

The use of filters and charts has unique behavior concerning AND/OR conditions to help populate data.

  • If a filter dropdown and a single chart segment are used together, the chart will display data using an "AND" operation. This requires that both selections have a match in order to show data.

    Example: If you select one data source and one term, results are filtered to assets that are in the selected data source AND have the selected term assigned.

  • If a filter dropdown and multiple chart segments from the same chart are selected, the chart will display data using an "OR" operation. This results in the chart showing data that can match either selection and is not dependent on both segments.

    Example: If you select on data source and two terms, it has to be in the selected data source and contain at least ONE of the two selected terms.

Data Explorer Charts

Sources of Data

This chart depicts the count of all data assets in each data sources. Apply Data Source filters to refine the results.



Click one or more data source segments to update the other charts, filters, and Results table with the data source's details. The chart will highlight your selection(s) and fade the other options but still display their count.

Click the segment again to return to the default view.



Found Terms

This chart depicts the number of data assets containing a specific term discovered by OneTrust Classification. Apply Terms filters to refine the results.



Click one or more term segments to update the other charts, filters, and Results table with data assets that contain the given term. The chart will highlight your selection(s) and fade out the other options but still display their count.

Click the segment again to return to the default view.



If your desired search returns a count of 0, this means there are no data sources applied with your filtered selections. Example: no data sources found with the term, Email Address, or assets with the Government Identifiers category tag.



Data Classification

This chart depicts the number of data assets with applied classification tags. Apply Classification filters to refine the results.



Click one or more classification tag segments to update the other charts, filters, and Results table with data assets that contain the given tag. The chart will highlight your selection(s) and fade out the other options but still display their count.

Click the segment again to return to the default view.



If your desired search returns a count of 0, this means there are no data sources applied with your filtered section. Example: no data sources found with both the SEC Filing classification tag and the Geolocation category tag.



Data Categorization

This chart depicts the number of data assets with each applied category tag. Apply Category filters to refine the results.



Click one or more category segments to update the other charts, filters, and Results table with data assets that contain the given category tag. The chart will highlight your selection(s) and fade out the other options but still display their count.

Click the segment again to return to the default view.



If your desired search returns a count of 0, this means there are no data sources applied with your filtered section. Example: no data sources found with the term, Email Address, or assets with the Government Identifiers category tag.



Results

The Results table updates the count of data sources as filters and chart segments are selected. By default it will list all data sources across your instance. Use the columns to identify aggregated counts of applied terms, tags, categories, and owners.



Hover over a label to display the count of each specific term, classification tag, or category tag found in all the discovered assets in the data source.

A plus sign with a number means there are additional terms/tags not shown. For example, this column includes the terms State and First Name with +5, for a total of 7 terms. This means that an aggregated total of 7 terms were found for this entire data source.



Use the Quick View option to open the basic details of the data source. You can easily review details about the data source, any applied items, copy the xpath location, or open the Data Dictionary view in a new window to fully inspect all details about the data source.



Click the arrow to drill down into the data source and inspect the contained folders and child objects, similar to the Data Dictionary view. The term and tag labels and their respective counts will update as you navigate into the child objects.

The breadcrumb trail will let you navigate back to the top level.





Saved Views

The Data Explorer screen appears with the OneTrust default view. Applying filters across the charts will allow you to create saved views to quickly return to favored views and surface desired patterns.

Click the down arrow next to OneTrust default view, then select the Save As button. The review modal will show the selected filters before saving.



Create Data Policies

Once you have applied filters and selected chart segments, you can create a data policy using these details. Click the Create data policy button to open a modal that will identify your chosen conditions.

Clicking the Continue button will redirect you to the Create Data Policy screen to configure and customize the policy in detail.

Note:

For additional information on OneTrust Data Policies, see Data Policy Implementation Guide and Creating & Managing Data Policies.