Data Quality and Governance
JustPerform provides data quality and governance capabilities to ensure data integrity, compliance, and operational transparency through validation rules, access controls, audit tracking, and dependency management.
Control Metrics
Control Metrics define validation rules directly within Sheets to monitor data quality by flagging issues as either Blocking or Warning.
Key Features
- Control Type: Set as Blocking or Warning with real-time validation status
- Validation Setup: Define comparer logic with custom messages
- Cross-Sheet Inputs: Select input metrics from other sheets
- Auto Columns: System generates Control Amount, Control Status, and Control Message
Control Set Management
Control Sets categorize control metrics at the App level:
- Control Set added as standard property in Metric Schema
- Apply across all metrics in the same App
- Assign via dropdown in Metric Details
- Enable filtering and organized reporting of validation metrics
Control Snippets
Default Control Snippet
Sheets with control metrics automatically display a pre-configured grid with dimensions as rows, control metrics as columns, and color-coded status values.
Custom Control Snippets
Users can create personalized Snippets of type "Controls" for custom layouts and analysis.
Metric Selector
The Metric selector includes a property filter dropdown to filter by Default Groups or browse Control Sets in hierarchical tree format (Sheet > Control Set > Control).
Assign Control Snippet to Pages or Tasks
Control Snippets can be assigned to any Sheet, Snippet, or Board, displaying an icon-based summary of control statuses next to the page title.
To assign: Open the details side panel, locate Controls Assignment, and configure using the Multi-Axis assignment layout.
Control Task Validation
The system automatically performs control validation when users complete tasks linked to Sheets, Snippets, or Boards with assigned Controls (both web and add-in versions).
For more information, refer to Control Function.
Data Status and Locking
Data Locking enables control over data modifications by specific groups using:
- Data Status: A metric displaying status of data combinations
- Data Locking Rules: Define modification permissions based on status
Rules apply to individual metrics or entire Functional Areas. Data Protection Rules are created for each status and managed by Teams. Data status can be an input metric (selected from allowed values) or a Formula metric.
Data Status Metric Type
Assigns a status to each cell. For example, if Data Status is applied to a sheet with Version, Time, and Entity, each Leaf member shows status information governed by Data Locking rules.
Data Protection Rules
Data Protection Rules can be created for individual data status members and assigned permissions. The components include:
| Component | Description |
|---|---|
| Allowed Value | List displays all the allowed values for Data Status. Any one of these could be set as Default status |
| Driver | Driver is a mandatory field selection based on which the Teams in data protection rule will be based |
| Rules | The rule follows the format "Status allows edits by Team", where Status is the allowed value and Team is the user group |
| Applies to | The rule can be applied to specific metric or an entire functional area |
| Restrict Status Change | This option allows creation of Data Status change from one allowed value to another by specified Team |
Validation Rules
Metric Validation
Validation restricts input values by comparing to selected Comparer Types: No Validation, Greater than, Less than, Between, Not between, Equal to, Not Equal to, Less than or Equal to, Greater than or Equal to.
Validation type changes according to metric type and supports custom messages when values violate rules.
Enhanced Validations
Field Enhancements: Validation checks enforce constraints on ID, Name, and Description fields, limiting invalid characters and applying structured formatting. Warning messages appear when input doesn't meet criteria.
Sheet Enhancements: Validation improvements in consolidation sheets prevent unintended changes through restrictions on deleting essential rules, adding duplicate fields, and configuring currency conversions. Warning messages appear when actions conflict with validation rules.
Note: These validation improvements help users in entering mandatory details correctly while preventing errors, across all fields and sheets.
Task Validation
When activity status updates, the system automatically marks all tasks as complete and performs validation checks, preventing submission if any validation fails.
Event Logs
JustPerform Event Log tracks activities across the platform, capturing operations on User, Role, Dimension, Sheet, Metric, Action, Snippet, Journal, Process, Dataflow, and Remote table objects.
Event Log captures all user management activities (adding, removing, locking, unlocking users) and role management operations (creating, modifying, deleting roles).
Each event record includes event ID, object ID, object name, object type, action performed, operation status, timestamp, and user attribution.
User and Role Activity Tracking
User-level and role-related actions are logged automatically. Users can access the evaluation screen to review changes, identify who made them, and export summaries in TXT format for documentation or audit purposes.
For more information, refer to Event Log Actions.
Object Versioning
JustPerform automatically tracks version history for sheets, metrics, calculations, process flows, and rules. Changes are classified as major (e.g., 1.0 to 2.0 for adding dimensions or changing formulas) or minor (e.g., 2.0 to 2.1 for renaming or description updates).
For more information, refer to Object Versioning.
Access Review
The Access Review page (Governance > Permissions > Access Review) allows reviewing access and authorizations for all applications. Users can search and export authorization details as Excel, but cannot modify directly. The page contains three tabs (Permissions, Data, Users) with an App column showing secured applications by name and non-secured as Enterprise.
For more information, refer to Access Review.
AI Guard Rail for Lineos
Administrators control data access for Lineos AI at the application level with three options: Share all data (full access to master, metadata, transaction data), Custom (granular object-level control), or Do not share any data. The system enforces settings in real-time.
Data Integrity Controls
Auto Refresh Mechanism
When changing sheet status from Open to Submit, the system automatically refreshes and blocks all member selection and data modification options, preventing unintended changes.
Note: Once the status is changed, the system prevents any further modifications, ensuring data integrity and preventing unintended changes.
Import/Export Data Validation
For importing journals, the system validates required fields and provides error messages for missing or incorrect data. A unique Import ID is mandatory for traceability and preventing duplication.
Important: The system automatically checks all dependencies when deleting or modifying metrics, properties, or currency conversion rules to prevent breaking relationships.