How to update column metadata in Microsoft Excel

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

🚨 Careful! You will need to be logged into your Atlan instance before you can start importing column metadata for your Atlan assets in Microsoft Excel. If you do not have the permission to update asset metadata, your changes will neither be pushed to Atlan nor will a request be created for approval β€” even if you receive a success message in Microsoft Excel. Ensure that you have the requisite permissions to update an asset before pushing your changes.

Import column metadata

You can import column metadata for your data assets β€” including Tableau datasources, Power BI tables, Looker Explores, and Salesforce objects β€” directly into Microsoft Excel.

To import column metadata for your data assets to Microsoft Excel:

  1. In the menu bar of your Microsoft Excel workbook, click Atlan.
  2. From the Atlan tab, click Enrich metadata to view a list of your data assets in a sidebar.
  3. (Optional) To filter your assets by a specific asset type, in the Atlan sidebar, click the asset type β€” for example, Tableau Datasources.
  4. In the Atlan sidebar on your worksheet, you can either:
    • Individually select the data asset(s) you want to import.
    • To the left of the Import button, click the Select All checkbox to select all the assets that have loaded in the sidebar. (Optional) Scroll down and click Load more to load more assets in the sidebar.
  5. Click Import to import column metadata for your selected assets.

The column metadata for your selected assets are now available in Microsoft Excel! 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 Microsoft Excel.

Update column metadata

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

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

You cannot make the following changes:

  • Edit headers for any of the columns
  • Edit the metadata in the Column Name, Data Type, Propagated Tags, 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.

Bulk update tags for columns

🚨 Careful! You cannot make any changes to the metadata in the Propagated Tags column.

Navigate to the Tags column to add tags to your column assets in Microsoft Excel:

When adding tags to columns:

  • The tag must already exist in Atlan. If the tag does not exist in Atlan, updates will not sync and you will receive an error message.
  • Tag match is case-sensitive, ensure that the tag is formatted exactly as it exists in Atlan. For example, if the tag in Atlan is formatted as Marketing Analysis, then columns tagged with marketing analysis will not sync.
  • You can add multiple tags in the Tags column β€” separate multiple tags with a comma ,.
  • If you have added tags that exist in Atlan as well as ones that do not, only the existing tags will be synced. The unsupported tags will not sync and you will receive an error message.
  • Tag propagation is disabled by default in Atlan, hence tags will not be propagated.

Push your changes to Atlan

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

  1. In the menu bar of your Microsoft Excel workbook, click Atlan.
  2. From the Atlan tab, click Sync to Atlan.
  3. The Atlan sidebar will appear once the changes have synced.
    1. (Optional) Click Open in Atlan to verify the changes.
    2. In Atlan, an Updated using Microsoft Excel stamp will appear in the activity log for updated assets. (Optional) Click the Microsoft Excel link to view the source spreadsheet from Atlan.
πŸ’ͺ Did you know? You can download impacted assets for impact analysis in Microsoft Excel.

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