Creating Assets
Assets are the core analytical components in Spartera that transform your
data into consumable insights. This comprehensive guide covers the asset
creation process from conception to deployment.
Asset Creation Workflow
Step 1: Select Connection
Choose the data connection you want to use for your asset:
- Connection Selection: Pick from your established connections
- Data Source Validation: Ensure the connection is active and healthy
- Performance Considerations: Consider data volume and query complexity
- Access Verification: Confirm you have necessary permissions
Step 2: Choose Asset Type
Select the appropriate asset type based on your analytical needs:
Calculation Assets
Best for analytical computations and data processing:
- Statistical analysis and modeling
- Business metric calculations
- Data transformations and aggregations
- Machine learning inference
- Financial calculations and risk assessments
Visualization Assets
Ideal for presenting data insights visually:
- Interactive dashboards and reports
- Real-time monitoring displays
- Comparative analysis charts
- Executive summary presentations
- Trend analysis graphs
Step 3: Asset Configuration
Unique Asset Name
Create a descriptive, unique identifier:
- Format: Use clear, descriptive names
- Conventions: Follow consistent naming patterns
- Uniqueness: Ensure names are unique across your organization
- URL Slug: A URL-friendly slug is automatically generated
Example Names:
customer-churn-prediction
monthly-revenue-analysis
inventory-optimization-model
user-engagement-dashboard
Description
Provide a comprehensive description that includes:
- Purpose: What business problem the asset solves
- Methodology: How the analysis is performed
- Inputs: What data is required
- Outputs: What results are provided
- Use Cases: How the asset should be used
Example Description:
Predictive model that identifies customers at risk of churning based on
transaction history, support interactions, and engagement metrics.
Returns churn probability score (0-1) and key risk factors.
Updated daily with latest customer data.
Step 4: Categorization and Discovery
Category Selection
Choose appropriate categories for your asset:
- Sales & Marketing: Customer analytics, campaign performance
- Finance & Operations: Financial modeling, operational metrics
- Product & Engineering: Usage analytics, performance monitoring
- Human Resources: Workforce analytics, performance metrics
- Risk & Compliance: Risk assessment, regulatory reporting
Tags
Add relevant tags for discoverability:
- Industry Tags: retail, fintech, healthcare, manufacturing
- Function Tags: prediction, classification, forecasting, reporting
- Data Type Tags: customer, financial, operational, behavioral
- Update Frequency: real-time, daily, weekly, monthly
Example Tags:
customer-analytics, churn-prediction, machine-learning,
daily-update, risk-assessment, retention
Asset Development Best Practices
Data Quality Considerations
- Data Validation: Implement checks for data quality and completeness
- Error Handling: Handle missing or invalid data gracefully
- Data Freshness: Consider data recency requirements
- Consistency: Ensure consistent data processing logic
Performance Optimization
- Query Efficiency: Write optimized queries for your data platform
- Resource Usage: Consider computational requirements and limits
- Caching Strategy: Implement appropriate result caching
- Scalability: Design for varying data volumes
Documentation Standards
- Code Documentation: Comment complex analytical logic
- Methodology Notes: Document statistical or ML approaches
- Assumption Documentation: Record key assumptions and limitations
- Change History: Track modifications and version changes
Asset Configuration Options
Processing Parameters
Configure how your asset processes data:
- Aggregation Level: Define granularity of results
- Time Windows: Specify time ranges for analysis
- Filtering Criteria: Set default filters and parameters
- Output Format: Define result structure and format
Security and Access
- Access Controls: Define who can use the asset
- Data Sensitivity: Mark assets containing sensitive data
- Compliance Tags: Add regulatory compliance indicators
- Privacy Controls: Implement data privacy protections
Integration Settings
- API Configuration: Set up REST endpoint parameters
- Response Formats: Define JSON structure for responses
- Rate Limits: Configure usage limits and throttling
- Error Responses: Define error handling and messaging
Testing and Validation
Before publishing, thoroughly test your asset:
Functional Testing
- Logic Validation: Verify analytical calculations are correct
- Edge Cases: Test with unusual or extreme data scenarios
- Error Conditions: Ensure graceful handling of errors
- Performance: Validate response times meet requirements
Data Testing
- Sample Validation: Test with representative data samples
- Volume Testing: Verify performance with full datasets
- Quality Checks: Ensure results meet quality standards
- Consistency: Verify consistent results across runs
Version Management
Version Control
- Semantic Versioning: Use version numbers (e.g., 1.0.0, 1.1.0)
- Change Documentation: Document what changed in each version
- Backward Compatibility: Maintain compatibility when possible
- Migration Guides: Provide guidance for breaking changes
Deployment Strategy
- Staging Environment: Test in staging before production
- Gradual Rollout: Consider phased deployment approaches
- Rollback Plans: Have plans for reverting problematic versions
- Monitoring: Monitor asset performance after deployment
Common Asset Patterns
Real-Time Analytics
For assets requiring current data:
- Streaming Data: Connect to real-time data sources
- Low Latency: Optimize for quick response times
- Resource Management: Handle varying load efficiently
- Data Freshness: Ensure data is current and relevant
Batch Analytics
For complex analytical processing:
- Scheduled Processing: Run analysis on regular schedules
- Large Datasets: Handle substantial data volumes efficiently
- Complex Logic: Implement sophisticated analytical algorithms
- Result Caching: Store results for quick retrieval
Hybrid Assets
Combining real-time and historical analysis:
- Streaming + Batch: Combine real-time and historical data
- Contextual Insights: Provide current data in historical context
- Adaptive Processing: Adjust processing based on data characteristics
- Comprehensive Results: Deliver complete analytical pictures
Asset Lifecycle Management
Development Phase
- Initial asset creation and configuration
- Core logic implementation and testing
- Documentation and validation
Testing Phase
- Preview functionality with sample data
- Performance validation and optimization
- User acceptance testing
Deployment Phase
- Production deployment and monitoring
- Integration with consuming systems
- Performance monitoring and optimization
Maintenance Phase
- Regular updates and improvements
- Performance monitoring and tuning
- Documentation updates and user support
Creating well-designed assets is crucial for maximizing the value of your
analytics platform and ensuring successful adoption by consumers.
