Section 6: Manage data health

In Microsoft Purview Data Estate Health, the Central Data Office and other data managers are able to evaluate the status of the data against their company standards and effectively manage progress towards their strategy. In order to make sure that everyone in the company knows what can be done to increase the value of their data it's essential that the standards are understood and scalable to the whole organization without needing to make everyone a data governance expert. Starting from an industry standard set of controls that are available out of the box in Microsoft Purview each data office and customize the controls to meet their expectations and ensure it aligns with their data goals. Critical to the effectiveness of these controls isn't only the measurement of these standards but also ensuring those responsible for the data are able to take action on their own and be held accountable to making the improvements that affect the value of data. In Data Estate Health, you're able to set and manage all of these critical capabilities.

Prerequisites

• Data products, glossary terms, and other business concepts published in Microsoft Purview Unified Catalog. You can follow the previous sections to create these:
  • Section 1 - Set up a governance domain
  • Section 3 - Publish your data products
• At least 24 hours since the curation of data products.
• You must have the Data Health Owner role in Unified Catalog.

Evaluate your data governance with data estate health

1. Open the Microsoft Purview portal.

2. Select Unified Catalog.

3. Under Data Estate Health in the left navigation, select Health controls.

4. Select the carrot > next to the Value Creation control group.

5. While hovering over a control title, select the pencil icon to edit the control. By editing the control, you change the threshold of the control to set expectations for what the score should be and set the color scoring to demonstrate the progress stages.

   

6. The details enable you to provide a description of the control and what it means to your organization and set an owner for a specific control.

7. Select the Rules tab of the control to change the threshold. This demonstrates that it has a high target and if it isn't healthy it's critical to follow up on.

   1. Inherit from group: toggle to switch off (should turn grey).
   2. Target score: 90
   3. Select New rule.
   4. Set the box next to the score to GreaterThanOrEqual
   5. Set the percentage to 90
   6. Status = Health (green)
   7. Else Box Status = Critical (Purple)
   8. Select Save.

   

8. Under data estate health, select Metadata quality.

Here you can change or add rules that create the scores of the control. Here we want to change the severity of the actions for Value Creation to ensure all users know the importance of this action.

1. Select Configure severity
2. Select the Value Creation control group
3. Select the Business OKRs alignment control title
4. Change the Severity from Medium to High and select Save
5. Select the Health actions tab
6. Filter Assigned to: to your name
7. Select an action where you can see what the owner of the action needs to do to ensure governance expectations are met or they can assign a new owner to get the best expert to provide their input. There's also a status that lets others know what work is on going and where other actions could need prioritization.

Next steps

Section 7 - Democratize your data