Searching and Filtering

For efficient asset discovery, the Discover Assets module provides extensive search and filter options. Apart from the predefined filter set, you can configure extended properties of technical and business assets as filters. You can use them to search for assets based on custom fields. Additionally, you can also save your searches as custom views to access them quickly in the future.

To search and filter assets, follow these steps:

  1. In the search box, type a keyword. A list of related search terms appears. Choose the required search term or enter a new one.

    2. Two options, Like and Exact, appear. Use these options to narrow down the search result set.


      Like

      Use this option to get assets that match a part of the search keyword.

      Exact

      Use this option to get assets that exactly match the search keyword.

  2. Click or press Enter.

    3. Based on your search criteria, search results appear.

    For example, in the following image, 355 results are displayed for a Like search with keyword, Customer.

  3. In the search box, click All to filter search results further based on asset types.

    4. The list of available filters changes depending on asset type.

    For example, for the keyword, Customer, and asset type, Column, the Like search displays 232 results. Apart from the asset type, search results also display data value scores, sensitivity classifications, tags, ratings, and workflow status.

    Executing a Like search for a column displays results based on partial matches found in column name, logical column name, column definition, column comments, expanded logical name, and user-defined fields.

  4. In the filters pane under Data Value Score, select score classifications, and then click Apply Filters.

    5. The selected classifications are added in the Applied Filters list and matches based on these filters are displayed in the search results. You can view data value scores for different assets here based on the classifications you selected in the Applied Filters list.

    For example, in the following image, Bronze and Silver are added to the Applied Filters list and the search result is narrowed to 10 results.

    Additionally, to view the data value score for a particular asset, under Asset Type, select the assets and then click Apply Filters.

    The selected assets are added in the Applied Filters list and matched based on these filters are displayed in the search results. You can view data value score for a particular asset here based on the classification and asset type you selected in the Applied Filters list.

    For example, in the following image, Business Policies is added to the Applied Filters list along with Bronze and Silver, and the search result is narrowed down to 2 results.

  5. In the filters pane under Database Type, select databases, and then click Apply Filters.

    6. The selected databases are added in the Applied Filters list and matches based on these filters are displayed in the search results.

    For example, in the following image, SqlServer and Oracle are added to the Applied Filters list and the search result is narrowed down to 99 results.

  6. Under Sensitivity Classification, select sensitivity tags, and then click Apply Filters.

    7. The selected sensitivity tags are added to the Applied Filters list and matches based on these filters are displayed in the search results.

    For example, in the following image, a sensitivity tag, Confidential, is added to the Applied Filters list and the search result is narrowed down to 10 records.

  7. Under Tags, select user-defined tags, and then click Apply Filters.

    8. The selected tags are added to the Applied Filters list and matches based on these filters are displayed in the search result.

    For example, in the following image, a tag, QA Verified, is added to the Applied Filters list and the search result is narrowed down to 7 results.

  8. Switch Show My Favourites to on.

    9. My Favourites is added to the Applied Filters list and matches based on these filters are displayed in the search result.

    For example, in the following image, My Favourites is added to the Applied Filters list and the search result is narrowed down to one results.

    Similarly, you can apply other filters available for an asset to narrow down search results.

  9. Click <Asset_Name> to view asset properties.

    10. For example, in the following image, column properties of a column, CustomerTypeID are displayed.

Filter Assets using Extended Properties

You can configure extended properties of technical and business assets as filters and use them to filter assets.

To configure an extended property as filter and use it in the Discover Assets module, refer to the configuring extended properties for business and technical assets topics.

Ensure the following:

  • Filter feature supports field types such drop-down, list, checkbox, radio, and boolean.
  • Switch the Include Extended Properties option ON on the Discover Asset Settings page.
  • Schedule a synchronization job or manually synchronize the asset before you can filter assets on the Discover Assets module.

To filter assets based on the extended properties, follow these steps:

  1. In the Discover Assets module, click asset type card.

    2. Based on the selection, results are displayed.

    In the filter pane, the available custom filters appear below the default filter options. The custom filters are displayed in blue color.

  2. In the filter pane, expand custom filters, select a filter parameter, and then click Apply Filters.
    The selected parameters are added in the Applied Filters list and matches based on these filters are displayed in the search results.

    For example, in the following image, Outline and Summer are added to the Applied Filters list and the search result is narrowed down to three results.

Save Searches as Custom Views

You can save your searches as custom views in Discover Assets dashboard and open these to access required results during subsequent visits. You can also choose if your custom view should be private or available to all users. Similarly, you can use views made by others if they have set the view to be available for all users. However, only the creator of the view can edit or delete it.

To save a search as a custom view, follow these steps:

  1. Search with a keyword and apply appropriate search filters to get the required results.
  2. Click Save As.

    3. The New Custom View screen appears.

  3. Enter appropriate values in the fields. Refer to the following table for field descriptions.

    4. Field

    Description

    Name

    Specifies the name of the custom view

    Show To All Users

    Specifies whether the view is available for all users

    Description

    Specifies the details of the custom view
  4. Click Submit.

    5. The custom view is created. You can open the custom view on the Browse by Custom View tile on Discover Assets dashboard.