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Once GO has context on your problem statement, raw data, and dashboard snapshot, it generates an Onboarding Blueprint — the complete encoding of what DataGenie monitors, how it aggregates, and which dimensions it tracks. This walkthrough covers how to navigate, review, and finalize that Blueprint.
The Blueprint is your dataset’s operational definition. Every downstream feature — Top Stories, Wisdom, Explorer, Dashboards — reads from this single source of truth.

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How to review and finalize your Blueprint

1

Navigate sections via the sidebar

Click any sidebar element — such as Dataset Name or Business Context — to jump to that section of your Blueprint. The sidebar is an index of every configuration decision GO built from your inputs. Sections highlighted in green are already completed or confirmed.
Clicking sidebar elements like Smart Goals and Key Confidence to navigate Blueprint sections
2

Switch to the content management view

Switch to the content management view to see a side-by-side layout — your Blueprint document on the left, with analytics, progress bars, and configuration panels on the right. Scroll through the main panel to review each onboarding step as a structured checklist, with instructional guidance and emphasized learning points at each milestone.
Content management view showing Blueprint document on the left and analytics panels on the right
3

Open the Onboarding Readiness panel

In the right panel, click the Onboarding Readiness collapsible header to expand it. The panel shows your Onboarding Checklist with green progress indicators — each item represents a configuration decision GO made with you, with its completion status clearly visible.
Expanding the Onboarding Readiness panel to reveal the checklist with green progress indicators
4

Expand Next Instructions

Click Next Instructions to expand the section. It contains detailed configuration guidance and reference material — useful if you need to revisit a decision, understand why GO made a specific recommendation, or hand off the Blueprint to another team member.
Next Instructions section expanded showing detailed configuration tips and reference material
5

Download the Blueprint

When satisfied with the configuration, click Download Blueprint in the upper right. In the confirmation dialog, click Got it! to complete the download. The Blueprint file is now ready to upload to DataGenie to begin autonomous monitoring.
Clicking Download Blueprint in the upper right to export the finalized configuration
GO is asynchronous — you can jump back and refine any section until it’s perfect. Nothing is locked until you upload the Blueprint.

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What the Blueprint contains

Data Transformation

Spark queries and bucketed dimensions that shape your raw data into an analytics-ready format.

KPI Definitions

SQL-validated metric expressions mapped to your business language.

Dimension Assignments

The slicing attributes GO recommends for uncovering the why behind your numbers.

Time Anchor

The column that anchors all time-series analysis and period comparisons.

Granularity

The resolution at which DataGenie generates stories — daily, weekly, or monthly.

Mock Anomaly Preview

Even before your data is live, GO generates mock anomaly previews showing how DataGenie will flag deviations for your KPIs and dimensions.

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What’s next

Top Stories

Start reviewing the most impactful metric changes surfaced after onboarding.

Datasets

Fine-tune your KPI configuration, dimensions, and anomaly detection after GO completes.

Anomaly Detection

Configure the detection models that power your stories.