Building Visualizations Using Seeded and Custom Attributes in Insights Dashboards

You can create custom dashboards that include custom metrics on object attributes using the following object-based tables available with all data sources. Given that object-based tables include a few nuances, as detailed below, this article can be used as reference on how to use tables to create KPIs and visuals for several objects and custom attributes.

Available Objects with Custom Attributes

The following objects have custom attributes available for use when creating object-based attribute tables on custom Insights Dashboards:

  • AI Governance Entities (Projects, Models, Datasets)

  • Contracts

  • Control Implementations

  • Engagements

  • Exceptions

  • Inventory (Processing Activities, Assets, Vendors, Entities)

  • Issues

  • Policy Entities / Documents (Policies, Standards, Procedures)

  • Privacy Rights (DSAR custom fields)

  • Projects

  • Related Entities (Related issues)

  • Risks

Available Object-Based Attribute Tables

The following table details the list of available object-based attribute tables:

Table Name

Description

Purpose

Associated Columns

{Object} Attributes Configuration

This table includes the 5 attributes columns to be chosen for attribute-based graphs and visuals.

Use this table to select a total of 5 attributes that you want to address on a dashboard tab for slicers and graphics.

  • {Object} Attribute Name Selection - x

{Object} Attribute Value Tabular

This table includes attribute names and attributes values with all associated columns.

Use this table to create matrix widgets which resemble a table with attributes as columns.

  • Attribute Name

  • Attribute Value

  • Attribute Value (Date)

  • Attribute Value (DateTime)

  • Attribute Value (Numeric)

{Object} Attributes for Graphics & Slicers

This table includes attribute names and attributes values with all associated columns.

Note:

This table includes the 5 attribute names and values chosen from the {Object} Attributes Configuration table.

Use this table to create slicers and graphics.

  • Attribute Name - x

  • Attribute Value - x

  • Attribute Value - x (Date)

  • Attribute Value - x (DateTime)

  • Attribute Value - x (Numeric)

Things to Know

The following are things to know regarding different attribute values variables across object and risk-related tables:

  • The Attribute Value and Attribute Value - x columns have data in string format.

  • The following columns have data in Date or DateTime format for aggregation purposes for slicers or graphics:

    • Attribute Value (Date)

    • Attribute Value (DateTime)

    • Attribute Value - x (Date)

    • Attribute Value - x (DateTime)

  • The Attribute Value (Numeric) and Attribute Value - x (Numeric) columns have data in numeric (integer or decimal) format for aggregation purposes, such as average, sum, maximum, minimum, for slicers or graphics.

To create KPIs/visuals for object-based attributes

Simplified Workflow

Step 1: Add Object Attributes

Note:

This simplified workflow is not available for the following data sources. To create KPIs/visuals for object-based attributes for the data sources below, you must follow the Manual Workflow steps.

  • Cookie Compliance

  • Consent

  • Disclosures

  • Campaigns

  • Access Insights

  • Data Discovery

  • Data Catalog / Data Governance

  1. On the Reports menu, select Dashboards. The Dashboards screen appears.

  2. Create a new custom dashboard or select an existing custom dashboard.

    Note:

    For more information on creating a custom dashboard, see Creating Insights Dashboards.

  3. Click the Context Menu icon.

  4. On the Context menu, select Edit Dashboard.

  5. Click the Configure Attribute button. The Attribute configuration modal appears.

  6. In the Dashboard tab field selector, choose a tab configured on the current custom dashboard to add attributes. Once a tab is chosen, the list of attributes already configured for the tab will appear.

  7. Click Add attributes to add another attribute that can be configured on the current dashboard tab.

    Field
    Description
    Object

    Select the object you would like to report on.

    Sub-object
    Select the sub-object if applicable.
    Note:

    This will only appear if the reportable object has a sub-object. For example, the inventory object has the following sub-objects: assets, processing activity, vendor, etc.

    Attribute name

    Select an attribute related to the object selected. If a sub-object is chosen, this field will filter the attributes based on the sub-object.

  8. Complete the fields as needed.

  9. Click the Add button. If needed, click the Context Menu icon next to the attribute name to edit or delete the attribute configurations.

  10. Repeat steps 7 - 9 as needed to add more attributes.

    Note:

    By default, a maximum of 5 attributes across all objects can be selected from the Attributes Configuration data tables for a single tab on a dashboard. This limit is set for cross-attribute filtering and dashboard/data model performance reasons. If you need to report on more than 5 attributes in a dashboard, create a new tab and add other attributes using the same table.

    To increase the maximum number to 10 custom attributes on each tab for custom Insights Dashboards created using the Privacy and Governance, Risk, Compliance data sources, you can request to enable the Expanded Custom Attributes for Privacy & GRC Insights Dashboards feature that is under Public Preview. Please note that creating visuals with more than 5 attributes will impact loading times and performance. Please contact OneTrust Support to request early access.

  11. Click the icon next to attributes in which you'd like to add a sample bar chart to the corresponding dashboard tab. For more information on configuring the sample bar chart, see To configure sample visualizations for attributes.
    Note:

    Click the icon again to remove the sample visual from the dashboard.

  12. Click the Apply button. The attribute configurations will be added to the Filters on this page section of the Filters pane. Any objects you elected to add to the dashboard will appear for further configuration.

Step 2: Create a visual

  1. On the Visualizations pane, select the visual you want to create.

  2. Add the Attribute Value column (or the Attribute Value (Date), Attribute Value (DateTime), Attribute Value (Numeric) column for aggregations on date or numeric custom variables) on the Data pane to the respective section on the Visualizations pane.

    Note:

    These associated columns can be referenced in the Available Object-Based Attribute Tables listed above.

  3. (Optional) Apply a Count or Count (Distinct) function for {Object} GUIDs, if needed for the visual.

  4. (Optional) Add the Inventory Type column to the Filters on this visual section on the Filters pane, if needed.

    Note:

    This is only available for inventory tables.

  5. Add the Attribute Name or Attribute Name - X column to the Filters on this visual section.

    Note:

    The value for X should be the same as the value used in the previous step. For example, if Attribute Value - 1 was used in the previous step, then Attribute Name - 1 should be selected here.

Step 3: Create a slicer visual

  1. On the Visualizations pane, select the Slicer icon. The slicer visual appears on the dashboard tab.

  2. Add the Attribute Value or Attribute Value - X column on the Data pane to the Values section on the Visualizations pane.

    Note:

    These associated columns can be referenced in the Available Object-Based Attribute Tables listed above.

  3. Add the Attribute Name or Attribute Name - X column to the Filters on this visual section on the Filters pane and select the attribute you want to report on.

    Note:

    The value for X should be the same as the value used in the previous step. For example, if Attribute Value - 1 was used in the previous step, then Attribute Name - 1 should be selected here.

Manual Workflow

Step 1: Add Object Attributes

Note:

The manual workflow must be used to report on the following data sources:

  • Cookie Compliance

  • Consent

  • Disclosures

  • Campaigns

  • Access Insights

  • Data Discovery

  • Data Catalog / Data Governance

  1. On the Reports menu, select Dashboards. The Dashboards screen appears.

  2. Create a new custom dashboard or select an existing custom dashboard.

    Note:

    For more information on creating a custom dashboard, see Creating Insights Dashboards.

  3. Click the Edit button. The Filters, Visualizations, and Data panes appear.

  4. Select the attributes that you want to report on.

    To do this, drag-and-drop one of the {Object} Attribute Name Selection - x columns from the Attributes Configuration data tables to the Filters on this page section of the Filters pane.

    Note:

    By default, a maximum of 5 attributes across all objects can be selected from the Attributes Configuration data tables for a single tab on a dashboard. This limit is set for cross-attribute filtering and dashboard/data model performance reasons. If you need to report on more than 5 attributes in a dashboard, create a new tab and add other attributes using the same table.

    To increase the maximum number to 10 custom attributes on each tab for custom Insights Dashboards created using the Privacy and Governance, Risk, Compliance data sources, you can request to enable the Expanded Custom Attributes for Privacy & GRC Insights Dashboards feature that is under Public Preview. Please note that creating visuals with more than 5 attributes will impact loading times and performance. Please contact OneTrust Support to request early access.



Step 2: Select Individual Attributes

  1. On the Filters pane, select one of the {Object} Attribute Name Selection columns that you added.

  2. In the Filter type field, select Advanced filtering. Then select or enter the name of the attribute that you want to use to create visuals.

    Note:

    If you do not know the exact name of the attribute, you can create a table visual.

    To do this, select the Table icon in the Visualizations pane. Then drag-and-drop the following columns from the {Object} Attribute Value Tabular data table on the Data pane to the Columns sections on the Visualizations pane: Attribute Name, Attribute Type, Inventory Type (inventory tables only).

    You can then copy and paste the attribute name that you need into the Filters pane.



  3. Click Apply filter.

  4. Repeat these steps for each attribute selection.

Step 3: Create a visual

  1. On the Visualizations pane, select the visual you want to create.

  2. Add the Attribute Value column (or the Attribute Value (Date), Attribute Value (DateTime), Attribute Value (Numeric) column for aggregations on date or numeric custom variables) on the Data pane to the respective section on the Visualizations pane.

    Note:

    These associated columns can be referenced in the Available Object-Based Attribute Tables listed above.

  3. (Optional) Apply a Count or Count (Distinct) function for {Object} GUIDs, if needed for the visual.

  4. (Optional) Add the Inventory Type column to the Filters on this visual section on the Filters pane, if needed.

    Note:

    This is only available for inventory tables.

  5. Add the Attribute Name or Attribute Name - X column to the Filters on this visual section.

    Note:

    The value for X should be the same as the value used in the previous step. For example, if Attribute Value - 1 was used in the previous step, then Attribute Name - 1 should be selected here.

Step 4: Create a slicer visual

  1. On the Visualizations pane, select the Slicer icon. The slicer visual appears on the dashboard tab.

  2. Add the Attribute Value or Attribute Value - X column on the Data pane to the Values section on the Visualizations pane.

    Note:

    These associated columns can be referenced in the Available Object-Based Attribute Tables listed above.

  3. Add the Attribute Name or Attribute Name - X column to the Filters on this visual section on the Filters pane and select the attribute you want to report on.

    Note:

    The value for X should be the same as the value used in the previous step. For example, if Attribute Value - 1 was used in the previous step, then Attribute Name - 1 should be selected here.

To configure sample visualizations for attributes

To create a matrix visual using object-based tables

The following procedure can be used to create table/matrix view where each attribute is a separate column and each row represents an individual object and its respective attribute values.

  1. On the Reports menu, select Dashboards.

    The Dashboards screen appears.

  2. Create a new custom dashboard or select an existing custom dashboard.
    Note:

    For more information on creating a custom dashboard, see Creating Insights Dashboards.

  3. Click the Edit button. panes appear.
    The Filters, Visualizations, and Data
  4. On the Visualizations pane, select the Matrix icon.
    The matrix visual appears on the dashboard tab.
    Note:

    The names of each visual type can be found by hovering over the icons.

  5. Add the following columns from the {Object} Attribute Value Tabular data table on the Data pane to the respective sections on the Visualizations pane.

    • In the Rows section, add {Object} Name (e.g. Inventory Name, Engagement Name, Risk Name).

    • In the Columns section, add Attribute Name.

    • In the Values section, add List of all values.

  6. Expand the Filters pane and select all attribute names that you want to include as columns in the matrix visual within the Filters on this visual section.
    Note:

    This table/matrix visual lists attribute columns in alphabetical order. The order in which the attribute columns appear cannot be customized. In addition, the data model currently does not support null or missing values for attributes for any object. The tables only have data where attribute values have been added in the module.



  7. Click the Save button.

Use Cases

Example #1: Create tabular matrix visuals using risk metadata

You can combine a tabular table with the matrix visualization to display both custom and default risk attributes in a single matrix.

Note:

If you use the graphics or slicer table, the matrix may display incorrect information.

  1. On the Reports menu, select Dashboards. The Dashboards screen appears.

  2. Create a new custom dashboard or select an existing custom dashboard.

    Note:

    For more information on creating a custom dashboard, see Creating Insights Dashboards.

  3. Click the Edit button. The Filters, Visualizations, and Data panes appear.

  4. On the Visualizations pane, select the Matrix icon. The matrix visual appears on the dashboard tab.

    Note:

    The names of each visual type can be found by hovering over the icons.

  5. Add the following details from the Data pane to the respective sections on the Visualizations pane.

    • In the Rows section, add one or more seeded risk metadata (i.e. Risk Name, Risk ID, Risk Source, Description).

    • In the Columns section, add Attribute Name.

    • In the Values section, add List of all values.

  6. Right-click the small plus icon on the row header and select Expand > All on the menu.



  7. Click the Format your visual icon on the Visualizations pane.

  8. Make the following changes to the visualization settings:



    Visualization Pane Section

    Changes to Apply

    Layout and style presets

    Update the Layout field to Tabular.

    Row headers

    Disable the +/- icons setting.

    Column subtotals

    Disable the Column subtotals setting.

    Row subtotals

    Disable the Row subtotals setting.

  9. Click the Save button.