A tour of the SMART BI report

The page at a glance
Status and place
The figures
Labels and metadata from every library
Size, type, age and versions
Find a file by name or path
Explore with the decomposition tree and the tree map
The File details table

The page at a glance

The page reads from the top left: the status filters and the figures first, then the filters by place and label, the metadata filters in the middle, the charts on the right, and the File details table at the bottom — the files themselves. Every visual answers to every filter: pick a job group at the top, and the figures, the charts and the table all show that group's files alone.

Too small to read? Open a visual full screen

Point at any visual and click its Focus mode icon, top right, to fill the window with it; Back to report returns to the page. Hold the pointer over a chart for its exact figures.

Status and place

The top row says which files you are looking at.

Visual	What it filters
Clear all filters	Clears every filter on the page. In Power BI Desktop, Ctrl+click it.
File status	Where each file stands: `Discovery Report` when found by a Discovery run and not migrated — or changed since its migration — `Test Migration` or `Migration`. See "Follow every file from discovery to migration" in the links below.
Result	The result of the last run that handled the file: `Ok`, `Warning` or `Error`.
Source, Destination	The kind of place a file came from and went to.
Job group	The migration wave — the job's group in the app.
Job path	The source in a tree: OneDrives, Teams and SharePoint libraries by site, file shares.
Job title	The run that handled the file: the job's title, its mode and the time of the run, with its file and version counts.

The figures

Three cards give the totals of the files picked: File count, Version count and Total volume. Volume split sets the current versions' volume against the volume of their version history — which is often a large share of a SharePoint library, and of the storage the destination needs.

Every figure is a measure: it follows every filter on the page. Pick one library and one file type, and the cards say how many such files there are and how much they weigh.

Labels and metadata from every library

SMART Migration collects the metadata of every SharePoint file it reads — from every library, every site and every OneDrive in the report, in one place — and the page can filter on all of it.

Standard SharePoint metadata

Retention label (SPO), Sensitivity label (SPO) and Content-Type (SP), together with the file's dates, author and title. Pick a label and see every file that carries it, wherever it lives.

Your own metadata columns

Metadata column lists every column found in any library, as its name, its type and its internal name. Pick one, then filter on its values: Text values, Numeric interval and Numeric values, Date interval and Date values.

Picking a column and a value finds every file, in any library, where that column holds that value — the files tagged with one customer, one project or one case number, however many sites they are spread over. It also shows which columns are in use at all, which is what deciding the metadata to carry into Nextcloud starts from.

Size, type, age and versions

Each property has a chart and a filter beside it. The charts show the volume in MB, so the files that weigh most stand out; the filters narrow every visual to a range.

Chart	Filters beside it
MB by Type bucket	File type: the extensions — docx, pdf, mp4 … — grouped into buckets such as Office, PDF, Images, Video and Source Code.
MB by Size bucket	Volume interval (MB) and the size Bucket: from empty files to files over 1 GB.
MB by Age bucket	Modified date range and the age Bucket: months and years since the file last changed.
MB by Versions bucket	Versions range and the versions Bucket: files with no history against files with many versions.

Clicking a part of a chart filters the page too: click the slice for files older than seven years, and the table lists them.

Find a file by name or path

The search boxes on the left find files by what is typed: File name, Path, ModifiedBy, Title, Destination Path and Message. Type part of a name and press Enter. Destination Path finds files by where they landed in Nextcloud; Message finds them by what the run said about them — a warning or an error.

Explore with the decomposition tree and the tree map

Two visuals are made for exploring, and both work best full screen — their titles say -> Focus mode.

Decomposition tree starts from the total volume. Click its + to split it by a property — job group, site, file type, age — and again on any branch to split that further, until you see where the volume sits.
Tree map draws the files as rectangles sized by their volume, so the largest groups of files take the most room on the page.

The File details table

The table lists the files that every filter on the page has left: name, status, the action and the result of the run that handled them, size and versions — and, scrolling to the right, where each file came from and where it went. A file name in yellow is a file modified since it was first discovered.

Job link opens the run in the app

Each row's Job link opens the SMART Migration app in Nextcloud on that run: the Run History tab, with the run's details. Nextcloud asks you to sign in first when you are not, and the run opens for a Nextcloud administrator.

Export it as a file list

The table is where a list of files to migrate is made: narrow it with the filters, then More options (…) → Export data saves it as a CSV file, which a job with the source type File List CSV migrates.

The File details → button, beside the table, opens the same table on a page of its own, with room for every column. In Power BI Desktop, Ctrl+click it.

See also