What are processes?

Processes represent the movement and transformation of assets in Atlan. On the lineage graph, processes are the circular buttons with icons denoting the sources. Processes help you understand the transformations taking place from one asset to another and whether to take action.

By default, process assets are only visible on the lineage graph and sidebar. If enabled by an admin user, you will be able to search, filter, and discover process assets and track metrics in the reporting center.

View processes

From lineage graph and sidebar

To view processes on the lineage graph and sidebar:

  1. From the left menu of any screen, click Assets.
  2. Click an asset to open its asset profile.
  3. From the top left of the asset profile, click the Lineage tab.
  4. Click any circular process button to view more details in the sidebar.
  5. (Optional) For Overview in the sidebar, under Query, click the full screen icon to expand the SQL code snippet.
  6. (Optional) In the right sidebar, click Lineage to view the input and output for the process.

From asset preview

🤓 Who can do this? You will need your Atlan admin to enable discovery of process assets.

To view process assets in asset preview:

  1. From the left menu of any screen, click Assets.
  2. Under the search bar on the Assets page, slide through the asset type tabs or click the three dots icon to select the Process tab.
  3. Click any process asset to view details in the sidebar.
  4. (Optional) For Overview in the sidebar, under Query, click the full screen icon to expand the SQL code snippet.
  5. (Optional) In the right sidebar, click Lineage to view the input and output for the process.
  6. (Optional) From the left filters menu, click Process and then click Query to filter process assets by the SQL query.

From reporting center

🤓 Who can do this? You must be an admin user in Atlan to view the reporting center.

To track process assets from the reporting center:

  1. From the left menu in Atlan, click Reporting and then click Assets.
  2. From the Assets dashboard, for the All Asset Types filter, select Process.
  3. (Optional) To further refine your search, click More filters.
  4. (Optional) Once the process assets are displayed, click any data point to view processes on the Assets page.

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