How to update column metadata in Google Sheets

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Once you've connected Atlan with Google Sheets, you can import the column metadata for all your data assets in Atlan and make changes to them directly in Google Sheets.

🚨 Careful! You need to be logged into your Atlan instance before you can start importing column metadata for your Atlan assets in Google Sheets.

Import column metadata

To import column metadata for your data assets into Google Sheets:

  1. In the menu bar of your Google spreadsheet, click Extensions.
  2. From the dropdown menu, click Atlan
  3. Next, click Document metadata to view a list of your data assets in a sidebar.
  4. In the Atlan sidebar on your spreadsheet, click on the data asset you want to import.
  5. Click Import to import your selected column metadata.

The column metadata for your selected asset is now available in Google Sheets! πŸŽ‰

πŸ’ͺ Did you know? If any changes are made to your imported columns in Atlan, you'll need to import those columns once again to access the updated version in Google Sheets.

Update column metadata

Once you've imported your data assets from Atlan, you can edit the metadata for your selected data asset in Google Sheets. You can make changes to the column metadata once all of the columns have been successfully imported.

You can only make changes to the metadata in the following columns:

  • Description
  • Certification Status
  • Certification Message
  • Announcement Type
  • Announcement Title
  • Announcement Message

You cannot make the following changes:

  • Edit headers for any of the columns
  • Edit the metadata in the Column Name, Data Type, and Qualified Name columns
  • Delete any columns or rows

Any of these changes will not be pushed to Atlan and you'll receive an error message.

Push your changes to Atlan

Once you've made changes to the column metadata, follow these steps to push your changes:

  1. In the menu bar of your Google spreadsheet, click Extensions.
  2. From the dropdown menu, click Atlan and then click Push to Atlan.
  3. A dialog box will appear once the changes have synced. Click Open in Atlan to verify the changes.

View asset profiles in Google Sheets

Once you've imported your data assets into Google Sheets, you can also view their asset profiles. Follow these steps:

  1. In the menu bar of your Google spreadsheet, click Extensions.
  2. In the dropdown menu, click Atlan.
  3. Next, click Open asset in sidebar to view the asset profile on your Google spreadsheet.

You can also update components of your asset profile directly in Google Sheets. Your changes will sync automatically to Atlan.

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