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

To access DiVA, go to https://auth.marqeta.com in your browser. In the login window:

  • If you have an existing DiVA account, enter your username and password and select Sign In.
  • If you do not have an account, select Sign Up Now, enter your information in the Create An Account window, and select Create Account.

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 report 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 accesses the same data endpoints as the DiVA API. Using DiVA, you can generate your DiVA API access tokens with the same permission level. To generate your access tokens:

  1. In the upper-right corner of the DiVA page, select your username 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.
Back Returns to the previous view.

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.

Viewing the daily digest

To view the daily digest Intelli stories:

  1. In the upper-left corner of the page, select the program.
  2. Select the story you want to view.
    • To see a daily digest overview of volume trends and card stats, select View All.
    • For more specific data, select Volume Trends or Card Stats.

Volume trends

Volume trend stories give you up-to-date information on settled signature and PIN debit transactions for a selected card program. Volume refers to . Volume, transaction count, and average transaction value data are broken out for the day, current week, and current month. Intelli stories for volume trends include the following:

Option Details
Volume by key dimensions Provides volume information by merchant, network type, card age group, and merchant region.
Segments with unexpected trends Displays data on any unexpected trends. Trend expectations are calculated from a 12-week period, adjusted for seasonality.

Card stats

Card stats give you detailed statistics on card activity. Intelli stories for card stats include the following:

Option Details
Card Stats Provides a sum count for card suspensions during the last seven days and for upcoming card expirations scheduled during the next 180 days.
Card Activity Provides visualizations of card activity for cards created, activated, transacting, and terminated.
Active Cards by Dimensions Displays a visualization of the number of active cards by card product name, and a visualization of the number of cards by card type–virtual or physical.
Created Cards by Dimensions Displays a visualization of the number of created cards by card product name, and a visualization of the number of cards by card type.

Saved stories

Saved stories are stories you define for data that you want to monitor regularly. Your saved stories are available under the Saved Stories menu in the sidebar of the Home page. To manage your saved stories:

  1. To the right of Saved Stories, select the arrow to display the stories if they are not already visible.
  2. Do any of the following
    • To view or edit the story, select the story name.
    • To delete the story, select ··· and choose Delete.
    • To share the story with another user, select ··· and choose Share. A window opens with a link that you can send to other users to view the story. Using this link, the story can be viewed by anyone with access to DiVA and the required permissions.

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 resize a or delete a visualization, select Edit.
    • To resize the visualization, choose a size control button at the top.
    • To delete 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 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

The Reports page provides default reports that enable you to explore your card program data. The Reports page includes tools for dynamic filtering, sorting, and interactive visualizations. Default reports use the same data endpoints that you can access through the DiVA API. For a complete list and for more information on the DiVA API endpoints, see the DiVA API Reference.

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.
Refresh Data Refreshes the display by fetching the underlying report data.
Set Sets the default report to display when you open the Reports page.

Default report types

DiVA provides the following default report types:

  • 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 the data dictionary, which describes the data for each of the columns.

Accessing default reports

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

  1. In the sidebar, under Default Reports, select a report 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 Data Controls panel at the top of the page.

Filtering data

Use filters and visualizations to uncover whatever data points you want to explore. You can download data to work with it offline or to save your custom reports for future access. Because the amount of data 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

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.

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:

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

In addition to the quick filters available for the exposed view, DiVA provides filtering features that allow you to work with the entire data view. When you use the data view filters, the filters are applied to the entire underlying data view; however, the exposed view is returned and displayed.

To use the data view sort and filter options:

  • To filter by date, select the calendar under Data Controls 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 select the columns, select an operator, and enter a value under Field Filter. See the Relational Operator Behavior section 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.

Relational operator behavior

Filter behavior for relational operators 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. Only the = operator is valid for date 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. Only the = operator is valid for number 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 using the options available 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.
Scatter plot Displays values for 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.
Single number Displays an aggregation from your report as a number.
Text Displays any text you define.

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
X-Axis The column to display along the x-axis. Only date columns are available as x-axis options.
Y-Axis The column to display along the y-axis. Only number columns are available as y-axis options. Select one or more.
Cumulative Allows values to accumulate so that a value shown is the total of the base value and the sum of all previous values. Use a cumulative line chart when you have one grouping that represents an ordered set of data and one value to show, summed over time.
Multi-Line Displays multiple lines for a selected column, based on Dimensions and Lines option you specify. Selecting this displays the Dimensions and Lines options.
Dimension If Multi-Line is selected, the column to display along the y-axis.
Lines If Multi-Line is selected, the groups to include within the selected dimension.

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 that are 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.

The following are bar chart options:

Option Details
Dimensions The column data to display on the x-axis.
Bars The column to display in bars along the y-axis. Select one or more columns.
Sort The order to display the bars along the x-axis.
Type – Value or Dimension. Value sorts the display by value; Dimension sorts by group name.
Direction – The order in which to display the bars along the x-axis: DESC or ASC.
Max Bars The maximum number of bars to display. To change, edit the value under Max (number).
Y-Axis Functions Applies functions to alter the information display to make the trends more easily identifiable in visualization:

y – Returns to the original display, removing any functions.
-1*y – Flips the y values on the chart so that negative values are displayed as positive values above the x-axis. Useful for the display of negative values in a more readable format.
log(y) – Reduces the y values logarithmically to make the trend easier to see in the chart.
e^y – Increases the y values logarithmically to make the trend easier to see in the chart.
abs(y) – Displays the absolute value along the y-axis.
Stacked Bars Overlays selected y-axis columns into a single bar. Select to display the Stacked Bar Options:
Dimensions – The columns to report on.
Sub Bars – The columns to stack together into a bar.

To add a bar chart:

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

Scatter plot

scatter plot displays values as a collection of points, where the value of one variable determines the position on the x-axis and the value of the other variable determines the position on the y-axis. A scatter plot shows how much one variable is affected by another. The relationship between two variables is called their correlation. A scatter plot 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 scatter plot 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 scatter plot

To add a scatter plot:

  1. Retrieve the data you want to explore.
  2. Select Add Viz and select Scatter Plot. 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 scatter plot, draw a box around the area to downsample.
  2. When you are finished downsampling, select Filtered to remove the Downsample filter.

Pivot table

A pivot table is a table that summarizes data from another table by applying operations, such as sorting and grouping. 

Note: Pivot tables include as input only data from the exposed view, rather than the full data view. If you want to include more data in the pivot table than is currently exposed, you can request more data. If the data view includes a large amount of data, you may want to refine your data request to limit the amount of target data.

The following are pivot table options:

Option Details
Row The row to include in the pivot table.
Columns The columns to include in the table. Choose one or more columns. For each column choose total or avg and the columns to include.

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.

The following are stacked area chart options:

Option Details
X-Axis The column data to display along the x-axis.
Y-Axis The column data to display along the y-axis.
Absolute Displays the absolute values of the column data along the y-axis.
Percentage Displays percentages of the column data along the y-axis.
Dimensions The columns to display.
Areas The groups within the column to stack in the display.

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. Use a sparkline group to show trends in a series of values, such as seasonal increases or decreases, or to highlight maximum and minimum values.

The following are sparkline group chart options:

Option Details
Dimensions The column data to display along the x-axis.
Metric The column data to display along the y-axis.
Order by Orders the display: High Metric, Low Metric, High Change, or Low Change.
Max Lines The maximum number of lines to display. Select Max Lines > Show All to show all the lines. Enter a number to change the maximum number of lines.
Active Date The date range to display in the chart. Use the Date Navigator to change the active date.

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.

Single number

Use a single number visualization to display an aggregation generated from your data in a report.

The following are single number options:

Option Details
Dimensions The column to use as basis for the calculation.
Aggregation The aggregation type to apply: count, average, sum, min, or max.
Header The text to display above the number. Select Header and enter the text.
Description The description to display between the header and number.
Round Removes the decimal and rounds to the nearest whole number.

To add a single number:

  1. Retrieve the data you want to include.
  2. Select Add Viz and select Single Number. DiVA chooses the most likely column.
  3. Select ··· in the upper-right corner of the visualization and select the options described above.
  4. Select Save.

Text

Use a text visualization to display any text in your report. Text visualizations support markdown

To add text:

  1. Select Add Viz and select Text
  2. Select ··· in the upper-right corner of the visualization and select Edit Text.
  3. Edit your text.
  4. To save the text, select Save.

Stories

Stories allow you to combine information from multiple data sources to help you understand your data's story. 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 the relationships between them. Stories you create are listed under Saved Stories in the sidebar the Home page, where they can be opened and viewed.

The Storyboard provides an environment to combine reports into stories.

Using the storyboard, you can create stories that combine multiple data sources from the DiVA API into one data story, and include multiple visualizations 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

You can interact with stories by performing such actions as "brushing" the visual, changing to a multi-line plot, or adjusting 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. Each visualization in a story includes the full set of interactions added since the visualization was created.

Creating your data's story

The following are the steps to create your story:

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

Starting a story

A story can be started from any visualization, from either the Reports or Home page. You create stories by combining visualizations derived from reports. To create a 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 then select Start a Story.
    The storyboard appears in the lower-right corner of the page with the visualization added to the story. The storyboard remains minimized and available in the lower-right corner.
  3. To edit the story by adding a Dashboard Name and Description, select the arrow in the upper-left corner of the storyboard to expand the view.

Adding to a story

As you construct more visualizations, you can quickly add them to the story using the storyboard. To add a visualization to a story:

  1. With an existing story open and the storyboard minimized, create the new visualization, select ··· in the upper-right corner of the visualization, and then select Add to Story.
  2. Add any additional visualizations as described in the previous step.
  3. To preview or edit the layout, select the arrow in the upper-left corner of the storyboard to expand the view, and edit as described in Editing the Story Layout.
  4. To save the story, in the expanded view of the storyboard select Save.

Editing the story layout

The Story Preview provides a full-size representation of the story that you can use to preview your story after you add several visualizations and made edits to the story layout. In the Story Preview, you have full control of each visualization.

When you add visualizations to a story, they are created at a default size and displayed in the order in which they are chosen. The Layout Editor allows you resize the visualizations, change the order, and make other adjustments.

To view or edit a story layout:

  1. To see the current layout of the story in Story Preview, select the arrow in the upper-left corner of the minimized storyboard.
  2. To open the Layout Editor, select Edit in the upper-right corner of the Story Preview.
  3. Use any of the edit buttons to resize a visualization, change the location, or delete a visualization.
  4. To edit the story name or description, select the Name or Description field and enter the new text.
  5. When you have finished editing the layout of your story, select the green check mark to return to Story Preview.

Saving a story

When you are satisfied with the story you have created, you can save it. Saved stories are listed on the Home page, where they can be viewed or opened for more edits. To save a story:

  1. With the story open in the expanded view of the storyboard, select Save.
  2. Enter a name for the story and select Save again.

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. 

Users with Admin access have Create, Read, Update, and Delete (CRUD) abilities on users that have the same email domains as their own, and can grant access to data for the same programs that they have access to.

By default, access to personally identifiable information is denied. Access can only be granted in accordance to your company and the issuing bank's privacy and information security policies. If a user needs access to PII, submit a request providing user information along with a brief but complete explanation of why PII access is needed. Users should be granted the least amount of access required to fulfill their job responsibilities. For questions or to submit a request, contact your customer success representative or send to analytics@marqeta.com.

Viewing user information

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

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 or Admin.
Department The user's department within in the organization.
Supplements Supplemental level of data control for the user, if any: 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 type, 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