Running Lineage Analysis

After mapping source metadata with target metadata, you can run lineage analyzer in Metadata Manager. You can run forward, reverse, and dual lineage analysis to trace metadata at the system, environment, table, and column level.

Forward lineage analysis generates lineage with the table as source. And, reverse lineage analysis generates lineage with the table as target. The Dual lineage analysis generates a lineage, which includes both forward and reverse lineage.

This topic walks you through the steps to run lineage at the table level as an example.

To run lineage at the table level, follow these steps:

1. Go to Application Menu > Data Catalog > Metadata Manager.
2. In the Data Catalog pane, click the required table.
3. In the right pane, click the Data Lineage tab.
   By default, dual lineage of the table appears in Graphical View.
   
4. You can click Graphical View or Grid View to switch between them:
   

   • Graphical View: The graphical view displays the lineage of the table in a graphical format. Selecting a column on the graphical view displays its properties in the Node Properties pane and Legends.
     On the Node Properties pane, click to view the selected object's properties in a new window.
     
     

   • Grid View: The grid view displays the lineage of the table in a tabular format. You can view the source and target system associated with the selected system.
     

5. Use the following options to work on the lineage in graphical view:
   Options ()
   Use this option to view lineage types, business properties and customizations options. For more information on lineage options, refer to the running lineage analysis on Table topic.
   
   Export to Image ()
   Use this option to download the lineage view as an image, in the .jpg format. Ensure that you expand the required nodes in a linage before downloading the lineage image.
   Export to PDF ()
   Use this option to download the lineage report in the .pdf format. Ensure that you expand the required nodes in a linage before downloading the lineage report as PDF.
   Export to Excel ()
   Use this option to download the lineage report in the .xlsx format. Ensure that you expand the required nodes in a linage before downloading the report.

   On the lineage, expand a table node, and select a column to view its lineage path. The column is highlighted in blue color, its forward lineage path appears in red, and its reverse lineage path appears in blue. The assets that are not part of a lineage path disappear.
   
   Click a path around the selected object to highlight its path of the source or target in the lineage.

Viewing Transformations

Transformations between columns are indicated using in the lineage. Hover over to view transformation rules for the columns on a pop-up. Or, click the path between the columns to highlight it to view detailed transformations between them in the Transformation Details pane.

You can expand the transformation node to view the transformation details that includes Business Rule, Extended Business Rule, Trans lookup Condition, Lookup On, and more relevant properties.

You can also run the lineage at the following levels:

• System
• Environment
• Column

For more information on performing lineage analysis in Metadata Manager, refer to the Running Lineage Analysis section.