Data Lineage
Data Lineage shows how data moves through your account, from integrations to datasets to widgets. Click a node to see its upstream and downstream connections. Double-click to edit.
Who can access
Section titled “Who can access”Data Lineage is available to users with Staff or Admin roles. Members cannot access this feature.
Access includes:
- The Data Lineage page under Data Settings
- The lineage button in dashboard headers
Dataset permissions
Section titled “Dataset permissions”On Professional+ tiers, users with configured dataset permissions will only see datasets they have access to in the graph. The lineage view respects your whitelist, blacklist, or full access settings. You can only explore and edit datasets that your permissions allow.
What you see
Section titled “What you see”The graph displays your data as connected nodes:
- Integrations - External sources like ConnectWise, QuickBooks, databases
- Datasets - Raw tables synced from integrations
- Joined Datasets - Combined data from multiple sources
- Modified Datasets - Transformed versions with filters or calculations
- Filter Variables - Interactive dashboard controls
- Dashboards - Container pages for widgets
- Widgets - Individual charts, tables, and metrics
Arrows show the direction of data flow. A line from Integration A to Dataset B means B pulls data from A.
Opening Data Lineage
Section titled “Opening Data Lineage”From the sidebar:
- Click Data Settings
- Select Data Lineage
From a dashboard:
- Open any dashboard
- Click the lineage icon in the toolbar (next to the edit button)
The dashboard view filters to show only that dashboard’s data sources.
Graph controls
Section titled “Graph controls”Zoom and pan
Section titled “Zoom and pan”- Scroll to zoom in or out
- Click and drag the background to pan
- The graph fits to screen when it loads
Search and filters
Section titled “Search and filters”Use the search box at the top to find a node by name. Results only include node types that are currently visible.
Selecting a result:
- Highlights that node’s connected path
- Pans and zooms the graph to that node
- Clears the search box after selection
The Show menu controls which node types appear in the graph:
| Button | Shows |
|---|---|
| Integration | Data sources (ConnectWise, QuickBooks, etc.) |
| Dataset | Raw synced tables |
| Join | Combined datasets |
| Modifier | Transformed datasets |
| Filter Variable | Dashboard filter controls |
| Widget | Individual charts (hidden by default) |
| Dashboard | Dashboard containers |
Click a node type in the Show menu to hide or show it. The toolbar also shows the current visible type count and the number of nodes currently shown.
Widgets are hidden by default. Leaving them off keeps large graphs faster and easier to read.
Clicking nodes
Section titled “Clicking nodes”Single click
Section titled “Single click”Clicking a node highlights its complete data path. All connected nodes stay bright; everything else dims. This shows:
- Upstream - What data sources feed into this node
- Downstream - What depends on this node
When a node is selected, extra actions appear in the toolbar:
- Hide unconnected nodes - Removes unrelated nodes and edges from view so you can focus on the selected path
- Fit view to highlighted path - Zooms the graph to the selected path only
- Clear - Removes the current selection
Click the background or press Escape to clear the selection.
Double click
Section titled “Double click”Opens the node for editing:
- Dataset - Opens the dataset editor dialog
- Join - Opens the join configuration dialog
- Modifier - Opens the modifier editor dialog
- Integration - Navigates to the integrations page
- Dashboard - Opens that dashboard
- Widget - Opens the parent dashboard (scrolls to that widget)
- Filter Variable - Navigates to the filter variable editor
Creating from a node
Section titled “Creating from a node”Dataset, join, and modifier nodes have a plus button that appears on hover. Click it to create something new from that source:
- Hover over a dataset or join
- Click the plus button
- Choose Create Join or Create Modifier
- The new item opens with the source pre-selected
This is faster than creating from scratch and selecting the source manually.
Modifiers can only create joins, since modifiers cannot feed into other modifiers.
Adding new items
Section titled “Adding new items”The toolbar has an add menu for:
- Dataset - Opens the source selector, then the dataset editor
- Join - Opens the join configuration dialog
- Modifier - Opens the modifier editor dialog
After creating something, the graph refreshes to show the new node.
Common uses
Section titled “Common uses”Find what breaks if you change a dataset
Section titled “Find what breaks if you change a dataset”- Find the dataset node
- Click it
- Look right - you’ll see every join, modifier, dashboard, and widget that uses this data
Trace why a widget shows wrong data
Section titled “Trace why a widget shows wrong data”- Open lineage from that dashboard
- Find the widget (show widgets first using the filter)
- Click it to highlight its path
- Look left to find upstream datasets
- Check for broken modifiers or failed syncs
Understand a joined dataset
Section titled “Understand a joined dataset”- Find the join node
- Click to highlight
- See which datasets feed into it
- Double-click to open and inspect the join logic
State persistence
Section titled “State persistence”The graph remembers:
- Which node types are visible
- Which node is selected
- Whether unconnected nodes are hidden after you select a node
Reload the page and your view restores automatically. This state is stored in your browser, not your account.
Limitations
Section titled “Limitations”Large accounts
Section titled “Large accounts”With hundreds of datasets and widgets, the graph gets dense. Use type filters to focus on what matters. Hide widgets by default, since they add the most visual clutter.
Refresh timing
Section titled “Refresh timing”The graph shows the current configuration. New items appear after a few seconds. Refresh the page if something is missing.
Troubleshooting
Section titled “Troubleshooting”Graph won’t load
Section titled “Graph won’t load”Check your connection and refresh. If it persists, contact support.
Missing nodes
Section titled “Missing nodes”New items take a moment to appear. Make sure the item is saved. Check your permissions - you can only see items you have access to.
On Professional+ tiers, dataset permissions may filter out nodes:
- Users in whitelist mode only see whitelisted datasets
- Blacklisted datasets are hidden from the graph
- Contact your admin if you expect to see a dataset but don’t
Can’t find a widget
Section titled “Can’t find a widget”Widgets are hidden by default. Click the widget button in the filter bar to show them.