How to use the filters menu

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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.

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. Under the search bar on the Assets page, click the Column tab.
  2. Only column assets will be displayed in the results, with the tab showing a total count of the column assets.
  3. (Optional) In the Filters menu on the left, click Column to add a type-specific property filter to further refine your search β€” for example, Data type.

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 β€” 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.

Classifications

You can filter your asset search by user-generated classification types, such as public, PII, and more. You can also select No Classification in the classifications filter to view assets that currently do not have any classifications and add them if needed.

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

  1. In the Filters menu on the left, click Classifications to expand the menu.
  2. Under Classifications, click the relevant option β€” 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 β€” for example, Marketing Analysis β€” to discover assets linked to that term.

Properties

Properties offer a variety of filters to narrow down your asset search. You can choose from two different types of property filters β€” 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:
    • Select Title to search by the name of an asset.
    • Select Description to search by the description of an asset in Atlan or from the source.
    • Select Has Lineage to filter assets with or without data lineage.
    • Select Has readme to filter assets with or without README files.
    • Select Announcement to find assets with a specific announcement type. In the Announcement dialog, click the dropdown menu to select Information, Issue, or Warning.
    • Select Unique identifier to find assets with a unique ID. In the dialog, select your preferred matching condition and type the relevant information.
    • Select Qualified name to filter by a unique name for the asset. In the dialog, select your preferred matching condition and type the relevant information.
    • Select Last updated (in source) or Last updated (in Atlan) to find assets by when they were last updated and where. In the dialog, set the condition to Before or After and then select a date.
    • Select Created (in source) or Created (in Atlan) to find assets by when they were created and where. In the dialog, set the condition to Before or After and then select a date.
    • Select Created (Atlan) or Last updated (Atlan) to filter assets by a user who created or last updated the asset in Atlan. In the dialog, from the Select user dropdown, select the user name.
    • Select Is Archived to view archived assets in the search results.
  3. (Optional) Click the + sign to add more filtering options. (Note: This may not be available for all the 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:

  • Table or view assets, you can also filter those assets by a specific row or column count.
  • Process, you can also filter those 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 Snowflake assets to find the most relevant results. For example, if you need to find assets from a specific project in Snowflake:

  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 β€” 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 β€” for example, Stewards.
  2. Under the custom metadata filter, select the custom metadata property β€” such as Data Steward.
  3. In the property dialog, select the matching condition and user to filter your assets.

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