The path between

Show Datalena the result. Connect what you have. We’ll build the path.

Describe the output you need, upload a sample result, paste a field list, or connect your existing data. Datalena maps the requirements, combines the sources, identifies what is missing, and builds a governed workflow your team can review and repeat.

See how the path works
Ask Lenasample exchange

Build this monthly performance package from the files we receive from each location.

I found 17 of the 19 required fields. Region can be derived from the location reference. Two calculation rules still need your input.

ProposedNot yet approved
deterministic demo

The path between: evidence and requirements meet, a governed plan is approved, deliverables ship.

Your evidence
Branch workbooksExcel · one per locationtransformed
CRM exportCSV · daily deltabound directly
Location referencefixed-width · legacy layouttransformed
Prior-period datasetgoverned · v11bound directly
Manual adjustmentsreviewed entriesgap to resolve
Your result
Monthly Performance Package
one row per location per month
  • 19 required fields
  • 4 calculations
  • 3 access scopes
  • dashboard + workbook + API dataset
  • 2 business questionsunresolved — needs your input
Proposed governed planProposed · not yet approved
  1. 1Standardize branch files
  2. 2Resolve location identifiers
  3. 3Join CRM performance
  4. 4Apply monthly calculations
  5. 5Validate unmatched locations
  6. 6Create governed dataset
  7. 7Publish approved outputs

One governed workflow

Deliver it wherever the business needs it.

A dashboard is one output. The same governed dataset can power files, feeds, portals, and APIs.

Secure dashboards
Role, customer, or geography scoped
Scheduled feeds
Mapped to the recipient's contract
Flat files
CSV and fixed-width outputs
Excel & CSV
Clean handoff-ready extracts
Branded portals
Published under your customer experience
API datasets
Governed data for downstream systems
Start anywhere

Start with the result, the data, or both.

Describe the output you need, show Datalena a sample, connect what you already have, or do both. The same governed design process connects the two sides.

Start with a sample result

Upload the report, workbook, or feed you need to produce — or just describe it.

Datalena decomposes it into required fields, calculations, and delivery rules, then hunts for the evidence.

Start with your data

Connect the files and exports you already have, messy layouts and all.

Datalena maps what each source can prove and shows which outputs are already within reach.

Start with both

Bring the target and the evidence together.

Datalena works backward from the result and forward from the sources until they meet in one governed plan.

Whichever door you pick, the same governed path meets in the middle.

The painful middle

Everyone solves the ends. Datalena owns the path between.

The hard part is not storing data or drawing a dashboard. It is turning changing source evidence into a repeatable, governed result without rebuilding the logic every cycle.

Evidence moves forward

What you have

Workbooks, exports, APIs, reference data, prior-period files, and manual corrections keep their source identity.

headers begin on row 4Territory replaces Regionnew location codes appear
The meeting point

The governed path

Datalena binds requirements to evidence, proposes transformations, exposes gaps, and keeps the decisions reviewable.

requirements boundjoin behavior explicitgaps held for review
Requirements move back

What you need

The output contract works backward into required fields, calculations, quality rules, access scopes, and delivery behavior.

target grain definedacceptance criteria setdelivery contract versioned
From conversation to deliverable

Define. Connect. Build. Review. Deliver.

Datalena turns plain-language intent and source evidence into a versioned specification, then executes the approved workflow deterministically.

  1. 01Define

    Tell Lena the result you need — or hand it a sample. The target becomes an explicit output contract.

    Monthly Performance Packageone row per location per month
  2. 02Connect

    Point Datalena at the evidence you already have. Every source stays identifiable by type and purpose.

    Monthly Performance Packageone row per location per month
    Branch workbooksCRM exportLocation referencePrior-period datasetManual adjustments
  3. 03Build

    Requirements and evidence meet: direct matches, derivations, transformations — and the gaps, kept visible.

    Monthly Performance Packageone row per location per month
    Branch workbooksCRM exportLocation referencePrior-period datasetManual adjustments
    17 of 19 requirements matched2 open questions kept visible
  4. 04Review

    Your team inspects readiness, open questions, and held rows. Nothing proceeds on AI say-so alone.

    Monthly Performance Packageone row per location per month
    Branch workbooksCRM exportLocation referencePrior-period datasetManual adjustments
    17 of 19 requirements matched2 open questions kept visible
    98.7% location match31 rows require reviewAwaiting your approval
  5. 05Deliver

    After your approval, the workflow runs deterministically and produces every governed output — every cycle.

    Monthly Performance Packageone row per location per month
    Branch workbooksCRM exportLocation referencePrior-period datasetManual adjustments
    17 of 19 requirements matched2 open questions kept visible
    98.7% location match31 rows require reviewApproved — by you
    Secure dashboardMonthly Excel packagePublished API datasetdeterministic run · workflow v12 · lineage recorded
Multi-source assembly

Many sources. One governed result.

Each source is standardized into a reliable structure, then combined, reconciled, and validated before anything ships. Source identity and lineage remain intact along the way.

branch_workbooks_jun.xlsx
Excel · headers on row 4
crm_export.csv
CSV · daily delta
location_reference.txt
Fixed-width · legacy layout
  1. StandardizeEvery source is mapped to one shared schema.
  2. CombineRows are merged and reconciled across sources.
  3. ValidateRequired fields and lookups are checked before anything ships.
performance_package_jun.csv
governed layout · output contract v4
ready
Governed, not guessed

AI proposes. Approved execution stays deterministic.

Use conversation to design and revise the workflow. Datalena preserves the operational contract as an explicit, versioned specification with validation, lineage, and approval history.

  • Reusable mappings
    Known customer fields and aliases become durable workflow knowledge.
  • Validation that can stop delivery
    Required fields, joins, thresholds, and output contracts are checked before publication.
  • Exceptions stay visible
    Rejected rows and unresolved requirements are held for review instead of guessed through.
  • Versioned and traceable
    Every approved workflow, run, dataset, and deliverable stays linked to its exact version.
Repeatability is the payoff

Approve the workflow. Automate the routine. Review exceptions.

Once the workflow is approved, recurring runs execute against that active spec. Clean cycles can proceed according to policy; Datalena pauses when drift, validation failures, or a material exception needs a decision.

1
Known cycle
The source matches the approved structure and the workflow executes deterministically.
2
Clean result
Policy decides whether the recurring run can continue without another manual gate.
3
Something changed
Source drift, validation failures, or material exceptions pause the path for review.
The second cycle should require less work than the first.
Real operating patterns

The same mechanism, whatever you deliver.

What arrives, what Datalena assembles, and what gets published can change. The governed path stays consistent.

M
Multi-location operationsoperations lead · monthly performance package
  1. What arrives
    Branch workbooks, a CRM export, a location reference, and manual adjustments — every month.
  2. What Datalena builds
    A standard location structure with reusable bindings, monthly calculations, and match-rate validation.
  3. What gets delivered
    An executive dashboard, a location workbook, an exception report, and a published governed dataset.
C
Client reporting operationsservices team · recurring client deliverables
  1. What arrives
    Customer exports in varying layouts, shared reporting definitions, and recurring emailed files.
  2. What Datalena builds
    A reusable reporting package with workspace-specific bindings, explicit exceptions, and approval rules.
  3. What gets delivered
    A branded reporting package, a secure customer portal, and approved extracts with release history.
S
Subscription data productdata publisher · quarterly releases
  1. What arrives
    A research workbook, a geography reference, customer-access rules, and quarterly corrections.
  2. What Datalena builds
    A governed national dataset with geography enrichment, version comparison, and customer-scoped access.
  3. What gets delivered
    Regional dashboard access, a downloadable dataset, and a traceable quarterly portal release.

From Insights

Practical patterns for trustworthy data operations.

Explore all insights →
Build the path between

Show Datalena the result. Connect what you have.

Start with a sample output, the sources you already receive, or both. Datalena will build the reviewable, repeatable workflow between them.

See how it works