How to manage dbt tags

πŸ’ͺ Did you know? If you have already set up and crawled dbt, you do not need to make any modifications to your dbt Cloud or dbt Core setup. You only need to configure the dbt crawler to import dbt tags. Atlan will then import your existing dbt tags automatically for you.

Atlan imports your dbt tags and allows you to update your dbt assets with the imported tags.

Once you've crawled dbt:

  • Your dbt assets in Atlan will be automatically enriched with their dbt tags.
  • Imported dbt tags will be mapped to corresponding Atlan tags through case-insensitive name match β€” multiple dbt tags can be matched to a single tag in Atlan. 
  • You can also attach dbt tags to your dbt assets in Atlan β€” allowing you to categorize your assets at a more granular level.

Import dbt tags to Atlan

πŸ€“ Who can do this? You will need to be an admin user in Atlan to import dbt tags. You will also need to work with your dbt Cloud or dbt Core administrator for additional inputs and approval.

Atlan imports existing dbt tags through one-way tag sync. The imported dbt tags are matched to corresponding tags in Atlan through case-insensitive name match and your dbt assets enriched with the tags synced from dbt.

To allow Atlan to import and sync dbt tags, you will need to do the following:

Once the crawler has completed running, tags synced from dbt will be available to use for tagging assets! πŸŽ‰

View dbt tags in Atlan

Once you've crawled dbt Cloud or dbt Core, you will be able to view and manage your dbt tags in Atlan.

 

To view synced dbt tags:

  1. From the left menu of any screen, click Governance.
  2. Under the Governance heading of the Governance center, click Tags.
  3. (Optional) Under Tags, click the funnel icon to filter tags by source type. Click dbt to filter for tags imported from dbt.
  4. In the Overview section, you can view a total count of synced dbt tags. To the right of Overview, click Synced tags to view additional details β€” including tag name, description, total count of linked assets, connection name, and timestamp for last synced.
  5. (Optional) Click the Linked assets tab to view linked assets for your dbt tag.
  6. (Optional) In the top right, click the pencil icon to add a description and change the tag icon. Tags synced from dbt cannot be renamed.

You can now attach dbt tags to your dbt assets in Atlan! πŸŽ‰

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