Personas and purposes help you manage data access and curate assets for your users. You can also limit the details in the asset sidebar to only what is relevant to the persona or purpose.
Personalize the asset sidebar
Once you've created a persona or purpose, you can set preferences for each sidebar tab. If enabled, the tab will display relevant information for a supported asset in the sidebar. You can personalize the asset sidebar for the following asset types and more:
All assets
Lineage
The Lineage tab allows users to:
- View the upstream sources and downstream transformations of an asset.
- Search and filter by upstream and downstream directions or asset types.
- Open the lineage graph.
Relations
The Relations tab allows users to:
- View assets related to each other beyond a parent-child relationship.
- Search and filter related assets by asset type.
Activity
The Activity tab allows users to:
- View the changelog for an asset.
- Search and filter activities by type of metadata update.
Resources
The Resources tab allows users to:
- View internal or external URLs for contextual information on an asset.
Requests
The Requests tab allows users to:
- View requests for metadata updates on an asset.
- Search and filter requests by request status.
Properties
The Properties tab allows users to:
- View essential properties of an asset, including unique identifier, qualified name, and more.
SQL assets
Columns
The Columns tab allows users to:
- View columns for table assets.
- Search and filter columns by data type.
- View usage and popularity metrics, column keys, and data lineage.
- Open the column sidebar for a selected column.
Usage
The Usage tab allows users to:
- View usage metadata for Snowflake and Google BigQuery assets — including top users, top five queries by context, compute cost, and more.
Fact-Dim Relations
The Fact-Dim Relations tab allows users to:
- View assets associated with each other by fact-dimension relationships.
- Search and filter related assets by asset type.
Profile
The Profile tab allows users to:
- View data profiling metrics for profiled column assets — including column quality, summary statistics, and timestamp for last profiled.
Queries
The Queries tab allows users to:
- View saved queries for an asset.
- Use the search bar for quick search.
BI assets
Fields
The Fields tab allows users to:
- View data type fields for supported asset types — data source fields and calculated fields for Tableau data sources, columns for Microsoft Power BI tables, fields for Looker explores and views, Sigma datasets and data elements, dbt models, and Salesforce objects.
- Search and filter fields by lineage.
Visuals
The Visuals tab allows users to:
- View visualization assets for Redash queries.
- Use the search bar for quick search and view lineage information.
Visualizations
The Visualizations tab allows users to:
- View visualization assets for ThoughtSpot liveboards.
- Use the search bar for quick search and view lineage information.
Schema Objects
The Schema Objects tab allows users to:
- View schema objects for MicroStrategy projects, reports, and cubes.
- Search and filter schema objects by asset type.
ETL assets
Runs
The Runs tab allows users to:
- View run history for task and Airflow DAG assets.
- Filter runs by run status and type.
- Copy run IDs and view runs directly in Airflow.
Tasks
The Tasks tab allows users to:
- View task assets for Airflow DAGs or ETL processes.
Object storage assets
Objects
The Objects tab allows users to:
- View bucket assets for object storage connectors like Google Cloud Storage or S3.
- Use the search bar for quick search.
Data quality indicators
Incidents
The Incidents tab allows users to:
- View alerts for Monte Carlo monitors when anomalies are detected.
- Examine incidents by total count of incidents and timestamp for last synced.
- Filter incidents by incident type.
- Open incidents directly in Monte Carlo.
Monte Carlo
The Monte Carlo tab allows users to:
- View timestamp for last synced and total count of incidents and custom monitors for table assets monitored by Monte Carlo.
- Expand the Incidents and Custom monitors tabs to view more details.
Soda
The Soda tab allows users to:
- View timestamp for last synced and scanned and a total count of Soda checks on the asset.
- Examine Soda checks in detail and open them directly in Soda.
dbt Test
The dbt Test tab allows users to:
- View a total count of dbt tests on the asset and also grouped by test status.
- Open the dbt tests in a sidebar or view directly in dbt.
Glossary assets
Assets
The Assets tab allows users to:
- View linked assets for glossary terms.
- Search and filter linked assets by asset type.
Query assets
Schedules
The Schedules tab allows users to:
- View a list of schedules for a saved query, if any.