Inventory

Inventory is your operational catalog of every BI asset across tools (Power BI, Tableau, Qlik Sense, Sigma, Spotfire, Databricks, and SharePoint). Built from platform metadata and usage logs, it is the door to governance, cost control, and migrations of your BI estate.

Inventory opens on two tabs. Summary is where you start: estate-level health and usage ratios, what was created or updated in the last 30 days, your most-viewed reports, and your favorites, enough to tell you where to spend the day. Assets is the full searchable grid, with the columns, filters, and views you need to turn any of those signals into a worklist.

Inventory views:

• Team Inventory that shows all assets within a defined team boundary (its projects, streams, or workspaces), with ownership and health in context.

• Global Inventory that has a cross-platform search and filtering across all connected BI tools, so you can discover, compare, and act on assets across the entire estate.

What Inventory tracks

• Change detection: the "Start here" panel shows what was created and updated in the last 30 days, with field-level detail on datasets, so the renamed column that silently breaks a downstream report surfaces in days instead of weeks.

• Assets: workspaces/projects/streams, folders, reports & dashboards, datasets/extracts, data sources, KPIs, and more.

• Operational state: staleness, failed refreshes, orphaned assets, and similarity alerts, each linked to the asset with quick actions to resolve.

• Users & ownership: stable IDs, licenses, owners, and teams.

• Usage & trust: views over time, last-edited dates, sensitivity/endorsement.

• Asset Health: a clear label indicating whether an asset is healthy or needs attention.