| Workflow | A workflow represents a user’s complete data transformation in a visual way. Generally import tools are on the left, clean, merge, and transform tools are in the middle, and publishing tools are on the right. The workflow is connected and configured. |
| Workflow Template | An out-of-the-box solution created by Optro, to tackle issues common across audit teams. |
| Canvas | The canvas is where the most brilliant auditors paint. It is the surface or user-interface upon which builders will build workflows. |
| Handle | Handles are the entry and exit points for a dataset. Input handles accept data, the tool transforms it, then output handles allow the transformed data to exit. There is a special handle, shaped like a triangle, that allows multiple tables to connect. |
| Connector | The lines between tools, through which data moves to the next tool. They go through input and output handles, transmitting data from left to right when the workflow is run. |
| Run | On the right of the top nav, this is the button you press to process your workflow from tip to tail. It (roughly) processes from left to right. We will try to automagically run the user’s workflow, as they update it. |
| Test Run | A type of workflow run. Automagically runs the workflow when schema-changes are made to the workflow and when the user changes a parameter. |
| Triggered Run | A type of workflow run. Explicitly runs the workflow when requested, from either SOXHUB or OpsAudit. Instigated by the user. |
| Tool | A tool is the smallest operational bit in a workflow. A dataset passes through a tool and is altered. A tool represents the smallest distinct mathematical alteration that someone might perform in Excel. By connection tools together you can orchestrate and replicate these alterations to a dataset. |
| Tool Menu | On the right hand side of the canvas, sits a menu of available tools. The user is intended to drag tools from the menu, dropping them on the workflow canvas for further configuration. |
| Tool Preview | Seen when the user selects a configured tool on the workflow canvas. Shows a preview of the tabular data coming out of the selected tool, all columns, all rows. Additional actions are available from the bottom right of the Tool Preview, including Schema Toggle and Export Table. |
| Schema Toggle | Seen on the bottom right of a tool preview or tool config panel screen, this toggle allows you to view the important schema information related to your data. Such as, name, data type, format, and description |
| Export Table | Seen on the bottom right hand side of the canvas when a user has clicked into a tool. Allows you to export the data-stream at any point in the workflow. |
| Tool Config Panel | This is the pane that appears on any tool once it has been double-clicked. It allows you to configure the tool options native to the tool. |
| Tool Action Menu | User clicks a tool, and available actions appear above. Actions like: Duplicate, Group, and Run from Here |
| Run from Here | An option that appears when you right click on any tool in your workflow stream. This allows you to run the workflow from any point. |
| Lock Output | An option that appears when you right click on any tool in your workflow stream. This allows you to prevent any data passing downstream from the tool in which you enabled this feature. |
| Tool Configuration Modal | |
| Parameters | Powerful tools used to dynamically customize a workflow's results. Parameters can be strings, numbers, dates, boolean values and more. They can also be based off of values in tables/columns in your workflow. |
| Workflow Map | Located in the bottom right of your canvas, this is the interactive graphic map that shows you the workflow as a simple preview of what is on the canvas. |
| Import Tools | This is a grouping of tools that allow the user to bring a dataset to the workflow for the first time. |
| Import from File | Import reasonably sized flat files from your hard drive to the workflow canvas. Import File accepts .XLSX and .CSV file types. Valid files can be dropped directly on the canvas to shortcut the configuration step. |
| Import Sample Data | Quickly import a sample dataset from a curated list. Things like baseball statistics, market movement, or employee records. This is particularly valuable in training or demo situations. |
| New Table | Create a small table by manually entering data. This is the only place in the product where the user can enter cell-level data. Accepts copy/paste of tabular formats. |
| Clean Tools | This is a grouping of tools that allow the user “scrub” their data. |
| Find Replace | Find a text string in a selected column and replace or modify that string. |
| Text to Columns | Split “First Name, Last Name” into “First Name” and ”Last Name” columns. |
| Sample | Sample just a small portion of a dataset based on selected rules. Includes options for random sampling. |
| Validate | The validate too will check for multiple types of compliance. It can do a traditional v-lookup across two or more tables. Additionally it can check for data types, nulls, and uniqueness in a selected column. Validations can be bundled together to make validation sets. |
| Merge Tools | This is a grouping of tools that allow the user combine disparate datasets. |
| Join | Join columns from two tables, based on a common field. |
| Append | Append rows with matching schemas, up to 64 tables. |
| Transform Tools | This is a grouping of tools that allow the user edit, add, and transform their dataset. |
| Edit Columns | Re-type, re-name and re-order your datasets. Provide metadata on each column. |
| Add Columns | Write a formula, add a net-new calculation as a newly created column. |
| Filter | Filter a dataset by writing a formula. Filter results into true and false output handles. Use in conjunction with parameters to make your workflow more flexible. |
| Sort | Sort a table ascending or descending based on a selected column. |
| Deduplicate | Removes any duplicate values from the selected columns in an input table. When removing duplicate values, the tool will remove the entire row of duplicates found. |
| Pivot | Takes a table and summarizes it, creating a new summary table based on the values of the source table. |
| Unpivot | Takes many columns in a table and lines them up into a single column called "value". A new column will be created called "variable", which holds the value of the column header in the original table. |
| Visualize Tools | Visual form to your data. Connect any tabular output to the Chart tool. Select a series of data and plot your selected chart type |
| Chart | A tool that allows you to connect a tabular datastream and chart. There are numerous chart options ranging from bar to area charts. |
| Publish Tools | This is a grouping of tools that allows the user to publish outputs of workflows. |
| Publish via Email | Allows you to share tables or charts from your Analytics workflow with up to 20 email addresses. Every time this tool is run in your workflow an email will be triggered. |
| Publish to Toolkit | Allows you to publish tabular files to any Controls Management or OpsAudit Toolkit that requests them by way of Workflow Automation. |
| Tool Group | When a user selects multiple tools and chooses group, this creates a tool group. |
| Sticky Note | An item created when a user right clicks the canvas and selects "Add Sticky Note". This allows you to annotate your workflow with valubale instructions or other information |
| Expression Builder | This is the field you will see in tools like validate or add columns identified by f(x). This allows you to build your expressions or logic to drive your data transformations. |
| Publish Version | This is the button located right in the top nav next to "Run". This publishes a version of your workflow to your automations dashboard. Think of this is a save state of your workflow and can be called upon in the future after changes have been made. |
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