Using DiVA

The Data Insights, Visualizations, and Analytics (DiVA) application provides a graphical user interface for exploring your production data on the Marqeta platform. DiVA aggregates and curates your data to help you make data-driven business decisions. Using DiVA, you can:

  • Monitor program events and activities.
  • Create and save custom reports on your program data.
  • Add interactive visualizations to reports to filter and find outliers or data points of interest.
  • Combine reports into stories to analyze interrelated data points and share with other users.

Note: To learn more about the Beta program for the DiVA application, contact your Marqeta Customer Success representative.

The basics

DiVA provides these main areas of functionality:

  • Home – Presents the Daily Digest, generated by automated intelligence to provide insights, and stories that you create.
  • Reports – Allows you to access data and create visualizations. You can retrieve data through filters, download large data sets, add visualizations to reports to enhance data exploration, and save reports for later access.
  • Storyboard – Opens a popup window where you can create stories. Stories combine multiple data sources, along with multiple visualizations and text to help you understand your data.
  • Admin – Allows you manage access, including granting access to other users.
  • API Access – Generates your user tokens to access the DiVA API. 

To start exploring your data, use the menu bar at the top of the page, the sidebar on the left, and any controls displayed above the data view area. You can view data in tables, and visualize the data graphically by creating charts and graphs. You can filter out columns, save reports, and combine reports into stories.

Creating your DiVA API access tokens

DiVA provides access to the same data endpoints that you can access through the DiVA API. Using DiVA, you can create and generate your access tokens for the DiVA API. The data access level will be the same access that you have for DiVA. To generate a user token:

  1. Select your username in the upper-right corner of the DiVA page and choose API Access.
  2. On the API Access page, select Generate Token.


Home

The Home page provides insights about your programs, including a daily digest of default data stories created with automated intelligence, and stories that you have created. Use the Home page to get important information and updates, such as the current status of your card programs.

The following buttons are available on the Home page:

Button Button Name Description
Add Data Source Opens the storyboard, which you can use to add a data source.
View Data Source Shows the current data source.
Edit Opens the layout editor, which you can use to edit visualizations.

Stories

story, sometimes called a dashboard, is a set of visualizations and text that describe underlying data. A story can be thought of as analytics output presented in a way that is similar to reading a newspaper article–the headline introduces the content, and the storyline provides the interesting details for further exploration.

Daily digest

The daily digest is a list of suggested data stories that provide information on important aspects of your card program, such as the overall program or card transaction issues. Stories present key insights that may require your attention, and typically include automated intelligence that adjusts whenever the story is run.

Saved stories

Saved stories are available under the Saved Stories menu in the sidebar of the Home page. To view or edit a story, select the story name. To delete a story, select ··· and choose Delete.

Editing the daily digest and saved stories

You can edit the daily digest or a saved story on the Home page by resizing or deleting a visualization, changing the visualization type, or (for saved stories) adding another data source. To edit a daily digest or saved story, select the story in the sidebar and choose any of the following actions:

  • To change the size of a visualization or delete it, select Edit. To change the size, choose a size control button at the top. To remove the visualization, select Delete.
  • To adjust a visualization, select ··· in the upper-left corner of the visualization and choose an option. The available options depend on the visualization type.
  • To add to a saved story and open the Storyboard, select Add Data Source in the upper-left corner of the page.


Reports

DiVA enables self-service data exploration. DiVA reports help improve your access to data and enable data discovery through filtering and interactive visualizations. With reports, you can:

  • Retrieve data using filters.
  • Download large amounts of data in CSV or Microsoft Excel format and with Gzip or Zip compression.
  • Add visualizations to reports to enhance data presentation.
  • Define periodic reports using relative date filters on saved reports.

The following buttons are available on the Reports page:

Button Button Name Description
Modify Columns Opens the Modify Columns menu, which you can use to add or remove columns.
Sort & Filter Opens the Sort & Filter menu.
Viz Controls Opens a list of visualizations that you can choose to add to your report.

Data view types

The Reports page lets you explore the activity in a card program. DiVA provides default reports that use the same data endpoints that you can access through the DiVA API. Types of data views you can access include the following default reports:

  • Balance reports give you detailed information on card holder balances, such as starting and ending balances and chargebacks. You can view an overview, or report on network detail, program reserve balances, or program balances.
  • Transaction reports provide details on card transactions derived from the transaction-related messages sent to and from the Marqeta platform.
  • Program stats reports give you detailed information about your card programs, such as when a card was created and activated. 
  • Utilities reports provide information on your program properties and data dictionary.

For a complete list and for more information on the DiVA API endpoints, see the DiVA API Reference.

Accessing default reports

Reports are grouped by data view type. To access a report:

  1. In the sidebar, under Default Reports, select a data view type.
  2. Select a report. After you select a report, the data is exposed and the filtering and visualization tools are available.

To refresh the underlying report data, select Refresh Data in the Refresh Controls panel at the top of the page.

Filtering data

Use filters and visualizations to uncover whatever data points you want to explore. Downloading is available if you need to work with the data offline or if you need to save your custom reports for future access. Because the amount of data that can be exposed through the user interface can be unwieldy, two view types are provided to work with the data:

  • Exposed view - This is initially set at 10,000 rows with the option to add rows in increments of 100,000.
  • Data view - The complete set of records for the fully specified table build.

Only a subset of data is exposed when working with quick filters and visualizations. A common user flow is to use quick filters to explore a target subset of data and then use data filters to retrieve all the data. If you want to access the complete data view, you can download up to 5,000,000 rows.

Working with the exposed view

When you open a report, the exposed view shows a subset of the columns for the underlying data view, as well as a subset of the data. You can interact with the data by using quick filters, sorting and reordering columns, or by adding and removing columns.

Using quick filters

To use the quick filter, enter a sequence of letters into the column header. The default quick filter is a "Contains" search, which displays any cells that contain that sequence. For example, if you enter "se" into the Transaction Type column heading, rows with "Settled Authorization" are displayed as well as rows with "Reversed Authorization" since both include the "se" sequence of letters. To change the type of quick filter, select the three dots next to the text box, and choose the filter type from the drop-down list:

Note: A quick filter applies only to the exposed data, and not the entire data view. For example, if there were 300 authorizations at Special Burrito Restaurant but the exposed view shows only 10, typing "Special Burrito Restaurant" in the quick filter for the Merchant field results in only 10 records.

Managing columns

  • To sort the data in either descending or ascending order, select the column name.
  • To choose which active columns to include in the report, select Modify Columns. Choose a column name in the Active Columns list to remove it. Choose a column name in the Available Columns list to include it. 
  • To reorder columns, select Modify Columns. Under Active Columns, drag the column to the new position.

Working with the data view

Default reports and quick filters offer quick access; however, the core self-service filtering features found in the date filter and the Sort & Filter options allow you to work with the entire data view. To access sort and filter:

  • To filter by date, select Calendar and set the date filters.
  • To sort columns, select Sort & Filter. Under Sort, select the sort field and ASC or DESC.
  • To filter columns using relational operators, select Sort & Filter and set the columns, operator, and value under Field Filter. See the Filter Behavior table below.
  • To filter by program, select Sort & Filter and choose the program to include in the Program filter box.
  • To set the maximum rows to display, select Sort & Filter. Under Max Rows, enter the maximum number of rows up to 200.

The entire underlying data view updates and an exposed view is returned.

Filter behavior

Filter behavior depends on the type of information for the selected field:

Field type Options
String Use the tilde (~) as a wildcard at the beginning or end of a value. For example, "ba~" matches both "bar" and "basket". You can also apply a filter list using commas to separate the values. For example, "=California, New York, Ohio" returns only those states in the result; "!=California, New York, Ohio" returns all states except those.
Date Enter dates in yyyy-mm-dd format. For example, to specify November 1, 2018, enter "2018-11-01". Use the <, <+, =, =>, > operators to filter dates before, after, or equal to the given date. Use two dots (..) to specify a range of dates. For example, "2018-09-01..2018-09-07" filters dates between September 1, 2018 and September 7, 2018. The = operator must be used for ranges.
Number Use standard mathematical operators to filter numeric values. Use two dots (..) to specify a range of numbers. For example, specifying "100..110" filters values between 100 and 110, inclusive. The = operator must be used for ranges.

Managing the number of retrieved rows

The default number of rows retrieved when you open a report is 10,000. To retrieve the next 100,000 rows, select Download Rows. Because the dataset may be too large to practically load into your browser, you can use the Download Actions to view the full dataset:

  1. Select Download Data.
  2. Choose a file format and conversion format.
  3. Select Download. The dataset may take some time to generate before the download begins. 

Saving reports

To save a report, select ··· , select Save Report, enter a report name, and select Save. Saved reports are listed under Saved in the sidebar. 


Visualizations

Visualizations help you understand your data. Using visualizations, you can create graphics and charts based on the data you have retrieved and include them in a report. The available options depend on the visualization type. Note that visualizations apply to the exposed view of your data. To add a visualization to a report:

  1. Filter the data to include in the report.
  2. Select Add Viz and choose the visualization type from the drop-down menu.
  3. Edit the visualization as described for that visualization type.

Visualization types

Type Details
Line chart Shows data trends over time as a series of data points connected by straight line segments. 
Bar chart Presents data using rectangular bars that are proportional to the values that they represent.
Scatterplot Displays values for typically two variables as a collection of points, showing how much one variable is affected by another.
Pivot table Summarizes data from another table by applying an operation to the data in the first table.
Stacked area chart Displays the value of several groups, with the values of each group displayed on top of another.
Sparkline group Displays a graph derived from one cell in a table and gives you information about that data.

Line chart

line chart displays information as a series of data points connected by straight line segments. A line chart is most frequently used to show trends and analyze how data has changed over time. Typically, the y-axis displays a quantitative value, and the x-axis provides a timescale or a sequence of intervals.

The following are line chart options:

Option Details
Group X-Axis If there are multiple rows with the same value in the selected X-axis column, grouping combines those rows into one data point on the line chart. For example, suppose that the data set includes the following two columns:

2018-05-07, $30.23
2018-05-07, $24.12

In this case, the grouping would show the following:

2018-05-07, $54.35

Grouping can be applied only with one Y-axis value selected.
Preserve Data Groups This setting preserves gaps in the data that may have been introduced by filters.
Cumulative Allows values to accumulate. The value shown is a total of the base value and the sum of all previous values.
X-Axis Options Only date columns are available as X-axis options.
Y-Axis Options Only number columns are available as Y-axis options. Select one or more.

Adding a line chart

To add a line chart:

  1. Retrieve the data you want to include.
  2. Select Add Viz and select Line Chart. DiVA chooses the most likely columns for the initial graph.
  3. Select ··· in the upper-right corner of the chart and select the options.
  4. To save the chart, select Save.

Bar chart

bar chart presents data using rectangular bars with bars proportional to the values that they represent. A bar chart can be used to compare changes over a period of time for more than one group.

To add a bar chart:

  1. Retrieve the data you want to include.
  2. Select Add Viz and select Bar Chart.
  3. Select ··· in the upper-right corner of the visualization and select the options.
  4. Select Save.

Scatterplot

scatterplot displays values as a collection of points, each having the value of one variable determining the position on the horizontal x-axis and the value of the other variable determining the position on the vertical y-axis. A scatterplot shows how much one variable is affected by another. The relationship between two variables is called their correlation. A scatterplot is useful when:

  • You have paired numerical data.
  • Your dependent variable has multiple values for each value of your independent variable.
  • You want to determine whether the two variables are related.

Determining whether two variables are related

A scatterplot can be useful for gaining insight into certain kinds of problems, especially to determine whether a particular cause and effect are related or whether two effects that appear to be related both have the same cause.

Adding a scatterplot

To add a scatterplot:

  1. Retrieve the data you want to explore.
  2. Select Add Viz and select Scatterplot. Only number columns are available for both the X-axis and Y-axis. The default columns to display in the graph are the first two active numerical columns.
  3. To change the columns to display in the graph, select ··· in the upper-right corner of the chart and select the columns for each axis. You can choose only one column for each axis.

Downsampling

Downsampling reduces the amount of noise from the display by combining points that are similar into a single point.

  1. After you display the scatterplot, draw a box around the area to downsample.
  2. When you are finished downsampling, select Filtered to return to remove the Downsample filter.

Pivot table

pivot table is a table that summarizes data from another table, by applying an operation such as sorting to the data in the first table, and may include grouping of the data. 

Note: Pivot tables access the exposed data view as quick filters and other visualizations. This is not the full data view. If you would like to access more data to use in the pivot table, request more data or further refine your data request to narrow down your target data.

To add a pivot table:

  1. Retrieve the data you want to explore.
  2. Select Add Viz and select Pivot Table
  3. To change the columns to include in the graph, select ··· in the upper-right corner of the chart and select the column for the X-axis and the column for the Y-axis.
  4. Select ··· to set any options.
  5. Select Save.

Stacked area chart

stacked area chart displays the change of value for several groups on the same graphic, with the values of each group displayed on top of each other.

To add a stacked area chart:

  1. Retrieve the data you want to explore.
  2. Select Add Viz and select Stacked Area Chart.
  3. Select ··· in the upper-right of the visualization, and choose the options, including the groups to include in the chart.

Sparkline group

sparkline group is a graph derived from one cell in a table and gives you information about that data. 

To add a sparkline group:

  1. Retrieve the data you want to include.
  2. Select Add Viz and select Sparkline Group.
  3. Select ··· in the upper-right of the visualization, and choose the options.

Stories

Stories allow you to combine information from multiple data sources. For example, you might create a Settlements report and save that to the story, and then create an Authorizations report and save that to the story to illustrate and explore the relationships between them.

The Storyboard provides the ability to create dashboards to understand your data's story.

Using the storyboard, you can create stories that combine multiple data sources from DiVA API into one data story, and create multiple visualization options and text. The Storyboard is accessible from either the Home page or the Reports page. When you select either Start a Story or Add to Story, the Storyboard appears in the lower-right corner. You can expand or minimize the storyboard as needed.

Interacting with a story

Each visualization in a story includes the full set of interactions added since the visualization was created. You can add interactions such as change dates by "brushing" the visual, change to a multi-line plot, or adjust what is shown through filters. To access these interactions, either drag your cursor over the image or select the visualization tools drop-down in the upper-right of the visual.

Creating your data's story

The following are the steps to create your story:

  1. Start a story
  2. Add to a story
  3. Edit the layout
  4. Save a story

Starting a story: the Storyboard

A story can be started from any visualization inside of DiVA, whether the visual is in Reports or Home. The stories you create are listed under Saved Stories in the sidebar the Home page. You create stories by combining visualizations derived from reports. 
For each report you want to include in the story:

  1. In Reports, retrieve and filter the data you want to include and add a visualization.
  2. In the upper-right corner of the visualization, select ··· and select Start a Story.
    The storyboard appears in the lower-right corner, which you can use to create and add additional visualizations as you construct them. You can select Expand in the upper-left corner of the panel to expand the view. You can also resize, save, or delete the visualization from the expanded view.
  3. In the storyboard, select Add Viz to add another visualization.
  4. Select Edit to add a description.
  5. To save the visualization to the story, select the Expand button and then Save. Enter a name for the story and select Save

Adding to a story: Story Preview

Once you open a storyboard, it remains in the lower-right corner, and you can add any visualization you want to the story. This is done in the same way as starting a story but because a storyboard is already open, the option changes to Add to Story.

The Storyboard allows you to quickly add visuals to a story, but you may want to view a full preview in Story Preview. To enter the Story Preview, select the arrow on the top left of the Storyboard. 

The Story Preview provides a full-size representation of the story. Within the Story Preview, you have full control of each visual.

Editing the layout: Layout Editor

When visualizations are added to a story, they are added with a default size that may not be what you intend. Also, the visuals are added in the order in which they are chosen. You may want to adjust that order or remove a visual. The Layout Editor allows you to make the adjustments:

  1. To open the Layout Editor, select Edit in the upper-right corner of the Story Preview.
  2. Select any of the edit buttons to change the size of the visualization, change the location, or remove the visualization.
  3. To edit the story name or description, select the Name or Description field and enter the new text.
  4. When you have finished editing the layout of your story, select the green check mark  to return to Story Preview.

Saving a story: Saved Stories

When you are satisfied with the story you have created, you can save your story for later access by selecting the Save button. You can also delete it by selecting the Delete button. To return to the Storyboard view, select the Arrow button.

Your saved stories are available on the Home page.


Admin

The Admin page allows you to control access to DiVA by adding users and defining their level of access. The Admin page displays a list of users and their information, including status and role, and provides options for adding and disabling users. 

A user with Admin access has the same CRUD abilities as other users with the same email domain. A user with Admin access has the ability to grant access to data from the same programs that he or she has access to. By default, access to personally identifiable information is denied. Access to this information must be requested.

Viewing user information

To open the Admin page, select Admin on the menu bar. The Admin page lists the current users along with the following information for each:

Column Description
Email The user's email address. An invitation to join is sent to this address. 
Status The user's status: Active or Disabled.
Slack handle The user's Slack handle, if any.
First name The user's first name.
Last name The user's last name.
Org name The user's organization.
Org type The type of organization, such as Customer, Bank, or Network.
Programs Programs whose information the user can view.
Role The user's role: Viewer, Admin, or SuperAdmin.
Department The user's department within in the organization.
Supplements Supplements available to the user, such as Detail or PII.
Date created The date when the user was added.
Date updated Most recent date when the user's information was updated.

Managing the user list view

  • To adjust the number of rows per page, select the Rows option and select the number of rows per page.
  • To sort the rows by a specific column, select the column header to toggle between ascending or descending order. To navigate between pages, use the < and > buttons in the upper-right corner.
  • To filter the rows, enter the beginning letters you want to filter on in the text box at the top of the row. As you enter one or more letters, the matching rows are filtered dynamically.

Managing users

Adding a new user

To add a user:

  1. Select Invite new user.
  2. In the Invite New User window, enter the user's information.
  3. Select Invite User. The user receives an email invitation to join. 

To resend an invitation, select ··· and choose Resend invite.

Editing a user's information

To edit a user's information, select ··· and choose Edit user. In the Edit User window, you can update any of the user's basic information, or add and remove programs, departments, roles, and supplements as necessary.

Enabling and disabling users

To disable a user, select ··· and choose Disable user. The status for that user is updated in the Status column. To enable the user, select ··· and choose Enable user