How to use the filters menu

You can refine the search for your assets in Atlan using the filters menu. Add filters to your asset search to find assets that are more relevant to your needs. Optionally, you can also export filtered assets to spreadsheets and view asset metadata in bulk.

Use the following filters to help with asset discovery. Start by clicking Assets from any screen in Atlan:

Asset type

You can filter your search results by specific types of assets. The asset type filters also include a quick count of all the resulting assets grouped by type.

For example, if you would only like to view column assets:

  1. (Optional) On the Assets page, click Connector to filter by supported connectors.
  2. Under the search bar on the Assets page: 
    1. (Optional) Click Connection to filter by existing connections for a selected connector.
    2. (Optional) Click Database to filter by databases in a selected connection.
    3. (Optional) Click Schema to filter by schemas in a selected connection.
    4. Click the Column tab to only view column assets.
  3. Only column assets will be displayed in the results, with the tab showing a total count of the column assets.
  4. (Optional) In the Filters menu on the left, click Column to add a type-specific property filter to further refine your search:
    • Click Parent asset type to filter columns by a parent asset type — tables and views.
    • Click Parent asset name to filter columns by table or view name or set a matching condition, for example, pattern match.
    • Click Data type to filter columns by data types.
    • Click any of the column key options to filter by column keys.

To explore more asset type filters, slide through the tabs or click the three dots for more options.

Certificate

You can filter your asset search based on the certificate attached to the data assets — Verified, Draft, Deprecated, and No certificate.

For example, if you would only like to view verified assets:

  1. In the Filters menu on the left, click Certificate to expand the menu.
  2. Under Certificate, click Verified to only view verified assets in your search results. 

Owners

You can filter your asset search by selecting one or more owners. You can also toggle between individual users and groups to filter results based on a group of users. Or, select No Owners in the owners filter to view assets that currently do not have any owners and assign them if needed.

For example, if you would like to filter assets by a group of owners:

  1. In the Filters menu on the left, click Owners to expand the menu.
  2. Under Owners, click the group icon.
  3. Click the group name by which you want to filter your assets.

Tags

You can filter your assets by user-generated tags, such as public, PII, and more. You can also select No Tag in the tags filter to view assets that currently do not have any tags and add them if needed. For imported Snowflake tags only, you can also filter assets by tag value.

For example, if you would like to filter assets for a data compliance check:

  1. In the Filters menu on the left, click Tags to expand the menu.
  2. Under Tags, click the relevant option — for example, PII.

Terms

You can filter your asset search by terms from your glossaries. You can also select No Terms in the terms filter to view assets that currently do not have any linked terms and add them if needed.

For example, if you would like find assets linked to a specific term:

  1. In the Filters menu on the left, click Terms to expand the menu.
  2. Under Terms, click the relevant term — for example, Marketing Analysis — to discover assets linked to that term.
  3. (Optional) Next to the search bar in the Terms filter, click the Advanced options icon to set a matching condition. Click the operators dropdown, and then:
    • Click Or to filter assets that match any selected term(s).
    • Click And to filter assets that match all selected terms.
    • Click None of to filter assets that do not match any of the selected term(s).
    • Click Not empty to filter assets that have one or more linked terms.
    • Click Empty to filter assets without any linked terms.

Properties

Properties offer a variety of filters to narrow down your asset search. You can choose from two different types of property filters — common properties and type-specific properties.

Common properties

You can filter your assets by common asset properties, such as name, description, last updated, and more. 

To search by common asset properties:

  1. In the Filters menu on the left, click Properties to expand the menu.
  2. From the Properties menu, you can:
    • Click Title to search by the name of an asset. From the dialog, set your preferred matching condition (see Description filter).
    • Click Description to search by the description of an asset in Atlan or from the source. To set a matching condition, from the Description dialog, click the operators dropdown to:
      • Click Equals (=) or Not Equals (!=) to include or exclude assets through exact match search.
      • Click Starts With or Ends With to filter assets using the starting or ending sequence of values.
      • Click Contains to find assets with specified values contained within the property.
      • Click Pattern to filter assets using supported Elastic DSL regular expressions.
      • Click Is Empty or Is Not Empty to filter assets with or without null values.
    • Click Starred assets to filter for all your starred assets.
    • Click Has lineage to filter for assets with or without data lineage.
    • Click Has readme to filter for assets with or without README files.
    • Click Has resources to filter for assets with or without resources.
    • Click Announcement to find assets with a specific announcement type. From the Announcement dialog, click the dropdown menu to select Information, Issue, Warning, or No announcement.
    • Click Unique identifier to find assets with a unique ID. From the dialog, select your preferred matching condition and type the relevant information.
    • Click Qualified name to filter by a unique name for the asset. From the dialog, select your preferred matching condition and type the relevant information (see Description filter).
    • Click Last updated (in source) or Last updated (in Atlan) to find assets by when they were last updated and where. From the dialog, set the condition to Before or After and then select a date.
    • Click Created (in source) or Created (in Atlan) to find assets by when they were created and where. From the dialog, set the condition to Before or After and then select a date.
    • Click Created by (Atlan) or Last updated by (Atlan) to filter assets by a user who created or last updated the asset in Atlan. From the dialog, from the Select user dropdown, select the user name.
    • Click Is archived to view archived assets in the search results.
  3. (Optional) Click the + sign to add more filtering options — currently only available with the Title, Description, Unique identifier, Qualified name, Last updated (in source and Atlan), and Created (in source and Atlan) filters.

Type-specific properties

If you're filtering by a specific asset type, you can select type-specific property filters to further refine your search. For example, if you're filtering by:

  • Tables or views — you can also filter these asset types by a specific row or column count.
  • Columns — you can also filter column assets by parent asset type and name, data type, or column keys.
  • Process — you can also filter process assets by the SQL query.

dbt

🚨 Careful! The dbt filters will only appear in the filters menu if dbt assets have been crawled.

The dbt filters allow you to filter your dbt Cloud and dbt Core assets to find the most relevant results. For example, if you need to find assets from a specific project in dbt:

  1. In the Filters menu on the left, click dbt to expand the menu.
  2. Under dbt, click Project name to filter by a specific project.
  3. In the Project name dialog:
    1. Select the relevant matching condition.
    2. For Type, type the project name to filter your assets — for example, food-beverage.
  4. (Optional) Click the + sign to add more filtering options. (Note: This may not be available for all the dbt filters).

Usage

The usage filters allow you to filter your assets by usage metadata. For example, you can:

  • Filter assets with zero queries and archive them.
  • Find costly assets to better optimize your operations.
  • Discover recently updated assets and follow up on the updates. 

Custom metadata

When you add custom metadata in Atlan, you can also choose to set custom metadata properties as filters to help with quicker asset discovery.

🚨 Careful! You first need to set up custom metadata properties and toggle on the Show in filter slider during setup.

For example, if you would like to filter your assets by custom user roles metadata:

  1. In the Filters menu on the left, click the custom metadata filter — for example, Stewards.
  2. Under the custom metadata filter, select the custom metadata property — such as Data Steward.
  3. In the property dialog, select the matching condition and user to filter your assets.
  4. (Optional) For custom metadata option properties only:
    1. You can either:
      • For custom metadata properties with five or fewer options, click the operators dropdown.
      • For custom metadata properties with more than five options, next to the search bar, click the Advanced options icon and then click the operators dropdown.
    2. From the operators dropdown, you can:
      • Click Or to filter assets that match any selected value(s).
      • Click And to filter assets that match all selected values — only supported if multiple values are allowed for custom metadata options.
      • Click None of to filter assets that do not match any of the selected value(s) — only supported if multiple values are allowed for custom metadata options.
      • Click Not empty to filter assets that have one or more assigned values for the selected property.
      • Click Empty to filter assets without any assigned values for the selected property.

Connector-specific filters

Connector-specific filters will appear in the filters menu only if there are crawled assets for a supported source and asset-type filters specific to the connector are applied.

Supported connectors

Connector-specific filters are currently supported for the following sources:

Example

To use a connector-specific filter:

  1. From the Assets page, click the Connector filter, and from the dropdown, select a supported connector — in this example, we'll select Soda.
  2. Select a Soda asset type — for this example, we'll select Check.
  3. In the Filters menu on the left, click the Soda filter to expand the menu.
  4. From the Soda filter menu, filter your Soda checks by check status, owner, or last scanned at date.
  5. (Optional) For properties that allow selecting multiple values, you can set your preferred matching condition. Click the operators dropdown and then:
    • Click Or to filter assets that match any selected value(s).
    • Click And to filter assets that match all selected values.
    • Click None of to filter assets that do not match any selected value(s).
    • Click Not empty to filter assets that have one or more assigned values for the selected property.
    • Click Empty to filter assets without any assigned values for the selected property.

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