Table

You can run forward and reverse lineage analysis to trace metadata at the table level. Forward lineage analysis generates lineage with the table as source. And, reverse lineage analysis generates lineage with the table as target. The Dual-Combined View lineage analysis generates a lineage, which includes both forward and reverse lineage.

This topic walks you through the following:

Viewing Lineage

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

  1. Go to Application Menu > Data Catalog > Mapping Manager.
  2. In the Workspace Mappings pane, click the required mapping.
  3. The Mapping Specification grid appears.

    Map Spec Grid View

  4. Select a row.
  5. Right-click a table and hover over Lineage Analyzer.
  6. The options available for Lineage Analyzer appear.

    Lineage Analyzer Table

  7. Hover over any of the following:
    • Forward: Use this option to view forward lineage.
    • Reverse: Use this option to view reverse lineage.
    • Dual - Combined View: Use this option to view combined forward and reverse lineage.

    For example, when you hover over Dual - Combined View, All Projects and By Project appear as options.

    Lineage Dual Table

  8. Use the following options:
    All Projects
    Use this option to include all the projects in lineage analysis.
    By Project
    Use this option to select projects for lineage analysis.
    Lineage Report Sys by Project
    By default, all projects are selected. Clear the check boxes for the projects that are not required. Then, click Icon Save User.
    The table's dual lineage is generated based on the options you selected. Similarly, you can generate forward, and reverse lineage for tables. By default, the lineage appears in Graphical View.
    Table Dual Lineage View
  9. 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 table on the graphical view displays its Legends. Hovering over a table displays an Icon View Object Details Lineage icon. Clicking this icon opens the object's properties. For more information on updating table properties, refer to the Updating Table Properties topic.
      Mapping Lineage Table Graphical View

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

  10. Use the following options to work on the lineage in graphical view:

    Search (Icon Lineage Search)

    Use this option to search for tables that you want to see on the lineage.

    Type in the search box to see a list of related tables that are available on the lineage.

    Icon Lineage Search Options Table
    Filter Objects (Icon Lineage Filter Objects)

    Use this option to filter and display required tables in the lineage view.

    Table Lineage Filter Objects

    The unselected objects are replaced with black dots on the lineage diagram.

    Table Lineage Filtered Objects
    Switch View (Icon Lineage Switch View)

    Double-click an object to see Switch View option. Use this option to switch the level of objects displayed and see the system, environment, or table in which the object is located.

    Icon Lineage Switch View Options
    Options (Icon Lineage Options)

    Use this option to view lineage types, business properties and customizations options. For more information on lineage options, refer to the Working on Lineage section.

    Lineage System Options
    Export (Icon Lineage Exports)

    Use this option to export the lineage. Click Icon Lineage Exports and use the following options:

      • Image (Icon Lineage Export As Image): Use this option to download the lineage as an image, in the .JPG format. Ensure that you expand the required nodes in a lineage before downloading the lineage as image.

      • PDF (Icon Lineage Export As Pdf): Use this option to download the lineage report in the .PDF format. Ensure that you expand the required nodes in a lineage before downloading the lineage report as PDF.

      • Excel (Icon Lineage Export As Excel): Use this option to download the lineage report in the .XLSX format. Ensure that you expand the required nodes in a lineage 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.
    Mapping Lineage Path Table
    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 Icon Transformation Lineage in the lineage. Hover over Icon Transformation Lineage 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.

Lineage Viewing Transformation Column

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.

Working on Lineage

Lineage of a table shows how metadata moves through tables. It provides a summary of columns used as source and target. Also, it gives you information about the technical and business properties of columns involved in the lineage.

Use the following options to work on lineage:

Forward Lineage

Use this option to view forward lineage of the table.

Mapping Fwd Lineage Table

Reverse Lineage

Use this option to view reverse lineage of the table.

Mapping Rev Lineage Table

Dual Lineage

Use this option to view dual lineage, which includes both forward and reverse lineage of the table.

Mapping Dual Lineage Table

Sensitivity Indicator

Use this option to view sensitivity of the table in the lineage. You can expand the table node to view sensitive columns. The sensitive assets are indicated using Icon Sensitive Indicator.

Mapping Sdi Lineage Table

Logical Name

Use this option to view expanded logical names of the tables and columns in an environment in the lineage. You can expand a system node to view environments and tables.

For example, the following image displays the table's logical name in the lineage.

Mapping Ln Lineage Table

Expanded Logical Name

Use this option to view expanded logical names of the tables and columns in an environment in the lineage. You can expand a system node to view environments, tables, and columns. For more information on configuring extended properties of tables, refer to the Configuring Extended Properties topic.

For example, the following image displays the table's expanded logical name in the lineage.

Mapping Eln Lineage Table

DQ Tool Score

Use this option to view the data quality score of the environments, tables, and columns in the lineage. You can expand a system node to view data quality scores for environments, tables, and columns.

For example, the following image displays the data quality score in the lineage.

Mapping Dq Score Lienage Table

Auto Layout

Use this option to rearrange the layout of the lineage automatically.
For example, the following image displays the rearranged object layout with respect to the previous screenshot.

Mapping Lineage Auto Layout Tables

Overview Lineage

Use this option to view the lineage excluding systems and environments that do not exist in the Metadata Manager. When this option is switched off, the views include systems and environments, that do not exist in the Metadata Manager.

For example, the following image displays lineage excluding assets that do not exist in Metadata Manager.

Mapping Over View Lineage Table

Overview Pane

Use this option to remove the lineage overview pane from the graphical view.