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Governance and Lifecycle

Athenic supports a governed workflow so teams can move fast with AI-generated definitions while still keeping a clean, consistent metric and dimension layer.

The Governed Metrics page for team admins can be found in the AI Analyst setup

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Admin Approval Page

Admins manage advanced metrics and advanced dimensions from Governed Metrics:

  • Advanced Metrics tab: create, review, edit, and manage advanced metrics

  • Advanced Dimensions tab: create, review, edit, and manage advanced dimensions

Items that are pending review will appear in orange and are labeled Quarantined.

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Quarantined vs. Governed

Quarantined

  • Created by users via Generate with AI

  • Highlighted in orange to indicate they are not yet fully governed

  • Intended for review to ensure correct definitions, naming, and consistency

Governed (Approved)

  • Standard metrics/dimensions used across Athenic

  • Serve as the canonical definitions for reporting and decision-making

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Lifecycle (end-to-end)

  1. A user requests either a new metric or advanced dimension while editing an AI proposal.

  2. Athenic generates a draft and, if confirmed by the user, marks it as quarantined for your team admin to review.

  3. The team admin reviews it in the Governed Metrics page (Advanced Metrics / Advanced Dimensions) of the AI Analyst setup.

  4. After admin approval, the item becomes a normal governed metric or dimension and will appear alongside the rest.

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When to create new metrics or advanced dimensions

Create a new metric when:

  • The calculation should be reused often (e.g., “Gross Margin”, “Conversion Rate”)

  • It needs a shared, consistent definition (filters, inclusions/exclusions)

  • You want it selectable by name in AI and dashboards without rewriting logic

Create an advanced dimension when:

  • Users repeatedly need a derived grouping that isn’t stored as a column

    • CASE WHEN revenue < 100 THEN '0-100' WHEN revenue < 500 THEN '100-500' WHEN revenue < 1000 THEN '500-1000' ELSE '1000+' END

  • As an admin, you can always reject the advanced dimension and add your own version by editing the dataset instead.

Avoid creating new governed items for:

  • One-off explorations that won’t be reused

  • Highly specific, temporary filters better expressed directly in a question

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