[M - Done] How to: Run an Impact Assessment

Objective of this article:

Impact assessment (IA) allows you to assess the impact of changes to data or content. Running an IA on a table will show you all the impacted data, content and users connected to that table. You can even specify how recently those items were used in order to narrow down on the most impacted users.

This article will take you through creating a new IA from 2 places; the IA app and via an item’s profile page (e.g. Table profile).

Instructions

Create an IA from the Data Applications launch page

1. Click on data applications icon in the menu to open the Data Applications launch page
   
   

   Open

   

    

2. Click on the Impact Assessment Open button to open the application
   
   
   

   Open

   

   
   
   
   
   

3. Fill in the form by searching for your table or report, and specifying the impact time frame. Impact depth allows you to limit the IA assessment if you only want to look at nearby impacts
   
   Click RUN
   
   

   
   
   

   
   
   

4. The IA will start to run. When the run is complete the status will update automatically. Click on the IA to view the results
   
   

   
   
   

5. The results include both a summary and detailed view.
   
   Summary: Presents a breakdown of impacted data, content and users by the total population, and depth chart with the different impacted types by level. Note the item selected (Customer table) is level 0.
   
   
   

   
   
   Details: All the details about each data, content and user impacted, at what level, etc. You can download this detail for further analysis by clicking the DOWNLOAD button.
   
   
   

   
   
   

Create an IA from a Profile page

1. Navigate to a Table profile page. In this example we will use the SalesOrderHeader table
   
   

    

2. Click on the […] icon in the top right to access the additional options. You will have the option to open this table in Impact Assessment
   
   
   

    

3. IA will automatically populate with the SalesOrderHeader details. Fill in the remaining details and click RUN.