Glossary¶
The glossary aligns the language your organization uses across platforms, so that when someone asks about “ROAS” or “spend”, Adverity Atlas maps it to the right columns and the right arithmetic, not a plausible guess. It is the single biggest lever on answer accuracy.
What a concept is¶
Each entry is a concept: a business term with the metadata Adverity Atlas needs to use it correctly. Concepts come in five categories:
Metric: A measurable value, often computed,
ROAS,CPA,spendDimension: A categorical attribute to group or filter by, channel, campaign, country
Identifier: A key that identifies a thing, campaign ID, account ID
Timestamp: A point in time, so the reporting grain is recorded rather than guessed, report date, load timestamp
Text / Label: Free text that is neither a measure nor something you group by, ad headline, notes
A concept carries more than a definition: synonyms, a calculation expression, how it aggregates, its output format (currency, percentage), and warnings about misuse. See Adding concepts for the full set.
Three tiers¶
The same term can be defined at three scopes. The most specific one wins:
Standard (global): A standard set of marketing concepts maintained by Adverity
Organization (tenant-wide): Your company’s shared vocabulary, across every workspace
Workspace: Local definitions, for when a team uses a term differently
Resolution runs workspace → organization → standard. A workspace concept overrides an organization one, which overrides the standard, see Concept layers.
Note
You do not edit standard concepts in place. Changing one creates an override at your tier and leaves the shared definition untouched, so the original is always intact. See Overrides.
How the glossary reaches Chat¶
When you ask a question, Adverity Atlas resolves the terms in it against the glossary before writing SQL, pulling the calculation, the aggregation rule, and the synonyms. A well-maintained glossary means fewer clarifying questions and answers that match how your team actually defines things.
Synonyms matter here: a concept’s aliases (say spend, cost, investment) all resolve to
the same definition, so the question can use whichever word is natural.
From definition to calculation¶
A concept is portable: it says what “spend” means without saying which column holds it. The executable half is a measure, the aggregate SQL that computes the concept on one specific table. Concepts that have measures can be queried by name rather than reconstructed from raw columns each time. See Measures.
Finding a concept¶
The glossary list has a search box, Search concepts…, and four filters beside it. Search
matches a concept’s name, its display name, its aliases, and its definition, so a term looked up
by an alternative name still finds the right entry: searching CLTV reaches the concept whose
primary name is customer_lifetime_value.
Filter |
What it narrows to |
Values |
|---|---|---|
Scope |
Which tier the winning definition came from |
All Scopes, Standard, Organization, Workspace |
Status |
Where the concept is in its lifecycle |
All Statuses, Draft, Active, Deprecated |
Category |
The kind of concept |
All Categories, and the five categories above |
Vertical |
The industry a concept belongs to |
All Verticals, and twelve industry verticals from accounting to sales |
A sort select sits next to the filters: Name (A-Z), Name (Z-A), Recently Updated, Status, or Category.
The list holds only the concepts Chat can use in the current workspace: concepts someone created by hand, and concepts with visible data in the workspace. A term you expect but cannot find usually has no classified column or measure on a data source bound to this workspace. See Concept layers.
Filters carry into bulk actions, so narrowing the list first is the quickest way to act on a set of concepts, see Adding concepts.
Permissions¶
Roles are cumulative, so the role named is the lowest one that can take the action.
Action |
Required role |
|---|---|
Browse and search concepts |
Viewer |
Propose a term or an edit for approval |
Analyst |
Add and edit workspace concepts directly |
Editor |
Override a standard or organization concept |
Editor |
Approve a proposed term, manage the organization glossary |
Knowledge Manager |
Delete concepts |
Admin |
Two routes write to the glossary, and which one you get depends on your role. An Editor writes directly. An Analyst files the same change as a proposal, which a Knowledge Manager approves before it is written, see Adding concepts.
Promoting a workspace concept to the organization tier files an approval request rather than taking effect immediately, so shared vocabulary stays reviewed.
What’s next?¶
Concept layers, the three tiers and how precedence resolves
Adding concepts, every field on a concept and what it does
Overrides, change a shared concept without touching the original
Measures, the executable implementation of a concept on a table
Knowledge, broader context that does not fit a single term