Use Case: Managing Legacy Cleanup and PII Governance using Worksheets and Collections

Benefits of Using Worksheets and Collections

  • Worksheets:

    • Enables flexible exploration of large metadata sets.

    • Useful for immediate analysis of tasks like impact assessment or quality checks .

    • Useful for creating custom reports.

  • Collections:

    • Offers a persistent grouping of metadata for ongoing projects.

    • Enhances focus on specific metadata subsets, supporting governance and compliance.

Feature

Worksheets

Collections

Purpose

Analyze and manipulate metadata in tabular form.

Group related metadata entities for logical management.

Customization

Allows filtering, sorting, and exporting data.

Provides tagging, grouping, and lineage exploration.

Collaboration

Share tabular views with stakeholders.

Share curated metadata sets for specific use cases.

Example Usage

Impact analysis, metadata reporting.

Compliance management, data governance.

Deprecated Entities - Impacted Objects

Objective: Identify all database tables affected by a schema change in a source system. In this case let us create a Worksheet for Movies. Here we will add all the metadata related to Movies in the model.

Workflow for Business User to Data Modeler in ER360

  1. Business Stakeholders decide which legacy entities are no longer relevant in the OTT model (e.g., physical store data, rental records).

  2. Business Stakeholders create a Collection in ER360 titled "Legacy Clean-Up Targets".

  3. They add deprecated entities to the collection using ER360 Global search or Browse capabilities.

  4. Data Modelers then create a Worksheet called "Deprecated Entities - Impacted Objects" to investigate how these deprecated entities affect the model.

  5. In the worksheet, Data Modelers:

    • Add the deprecated entities (e.g., Movie Copy, Store, Customer Credit)

    • Add related metadata columns like Relationships, Subject Areas, or Views.

    • Data Modelers can also use Advance filter option which works like SQL to search for more specific information.

    • Data Modelers can also share this worksheet with other users.

  6. This worksheet helps them analyze downstream impacts — such as broken relationships, redundant views, or obsolete subject areas.

  7. Development Team uses this information to remove, refactor, or update database structures, ETL jobs, or reports that depend on the deprecated entities.

  8. Data Governance Team Creates a collection of “DG-PII Items” Personal or sensitive information like names, email addresses, etc.

    • Use Global Search for entities or attributes (like name, email address, Credit Card)

    • Data Governance Team can share this collection with Data Modelers using the share option.

    • Data Governance Team can suggest the PII information using comment feature in ER360 to Data modelers to Mark it as Sensitive or SDI