We are now going to explore the features that offer more in depth interrogation of a view in the Data Catalog. This includes:
From the previous section, we have selected our
client view. We can now explore the contents of this view.
Under the Summary Tab, we see a summary of the selected view, with our view description, all the fields and types, as well as the Metadata description (if any). Clicking on Edit button you will be able to edit the description of the view and/or the description of the fields of the view, and assign Tags/Categories to the view (more details in this section of the tutorial).
The next tab is the Query Tab. Here Ad-hoc queries can be run against the view (the query is created graphically).
For our view, select the following fields all and drag the fields into the Output columns area.
Run, to get the results:
Of course, the Data Catalog allows to export the results! You can select CSV, HTML or Excel as output format by clicking the Export button.
If we want to filter the results of the view, and order the results by price, we can easily do so. Click the
Query Definition bar to bring back the query options.
Begin by dragging the field by which we want to filter, for example dragging field client_type to the Filters section.
We will now need to add an expression, we can add
'02'. We also add the package_id field to the Order By section for which we want to order the results by, and click the arrow to change the Order By to descending order.
Run. The results now are filtered to only include results for
client_type = '02', and the results are ordered by the
We can further manipulate the resulting set by using the
Let us consider the scenario where we want to combine the
surname fields into a new
full_name field. We can do this by concatenating
the name with the surname following these steps:
Add > New field. Here we can create a field full_name with the following expression:
The next tab is the Relationships tab, which shows the associations created between views.
This is useful for the business user to understand how certain views are related.
It is possible to join and execute simple queries in the Data Catalog by using the
Relationship Fields option. These relationships are the same as explored
Relationships tab, which are defined in the Virtual DataPort Server.
Let's return to the
Query tab of the
client view. In the
Relationship Fields section, we see address. This is due to the relationship
defined in the Linked Data tutorial. Now you can add the field
address / state (see screenshot below):
If we execute this view, we will see the results set contains the newly added
address / state field.
The lineage tab displays a tree graph with all the data sources and views used to build the current view.
If we click on one of the fields under View fields, we will be able to see the lineage of a specific field. This is especially useful when dealing with complicated derived views, as we will explore later.
By clicking on a node, you can see the details of the corresponding data source or view (e.g. Name, Type, Description, Projected fields, Join conditions, etc).
Let us now view the lineage of a more complex view.
Return to the Search page and search for
client_with_bills. Open this view and navigate to the Lineage tab and select the
We can now see the value of the
Lineage tab, where we can identify the lineage of the primary_phone field. including all of the operations involved with the field.
In the next section we will explore Indexing data to enable the Content search functionality (note that until now, the Search form was only searching in the Metadata: views, tags, etc. but not in the data returned by those views!).
Note: the next section is oriented to technical people who wants to know how to enable that functionality. If you need only to learn how to use it, please skip that section clicking here.