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 you.

Once you have added filters, you can also:

• Bookmark your search results with applied filters for quick access.
• Copy the browser URL with applied filters and share it with other users in your organization — they may need to log into Atlan first to view the search results.
• Export filtered assets to spreadsheets and enrich asset metadata in bulk.

Use the following filters to help with asset discovery. Start by either clicking Assets in the left panel or the search bar from any screen in Atlan:

Source

You can use source-specific filters to curate a list of relevant assets to search from.

To filter by a specific source:

1. In the Filters menu on the left, click Source.
2. Click Choose connection to filter by a supported connector.
3. (Optional) Select an existing connection for a selected connector:
   1. Click All Databases to filter by databases for a selected connection.
   2. Click All Schemas to filter by schemas for a selected connection.

Asset type

You can filter your search results by specific types of assets. The asset type filter also includes a quick count of all the resulting assets grouped by type. You can select multiple asset types to group search results by asset types.

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

1. Under the search bar on the Assets page, click the Asset type dropdown.
2. From the Asset type dropdown, click the Column tab to only view column assets. 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, under Asset Type Filters, 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 the name of a table or view, or set a matching condition such as pattern match.
   • Click Data type to filter columns by data types.
   • Click any of the column key options to filter by column keys.
4. (Optional) If an asset type you're filtering for does not match the search keywords but there are other asset types that match, click Check other matches to view those assets or click Clear search to clear your search and start over.

Domains

Domains provide a logical way of mapping and organizing assets within a specific domain or business entity. You can filter assets by a single domain, multiple domains, or no domains.

To filter assets by domains:

1. In the Filters menu on the left, click Domains to expand the menu.
2. Under Domains, to filter assets by domains:
   • Check the boxes to select one or more domains or subdomains to filter your assets.
   • Click No domains to filter assets not mapped to any domain.

Metadata filters

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 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.
3. (Optional) Filter for assets by tags imported from supported sources:
   • Select a synced Snowflake tag to view tagged Snowflake assets only.
     1. To filter by Snowflake tag values, next to the tag name, click the rightward arrow to open the tag value menu.
     2. In the Filter by tag value dialog, click the Select tag value dropdown and then select a tag value to filter assets. You can either search by predefined allowed values or tag values.
   • Select a synced dbt tag to view tagged dbt Cloud or dbt Core assets only.
   • Select a synced Databricks tag to view tagged Databricks assets only. You can also filter by Databricks tag values.

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 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 technical name or alias 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.

dbt

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 filters

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

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.

Asset type filters

You can choose from two different sets of filters — type-specific or connector-specific.

Type-specific filters

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

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.

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

• Anomalo
• Apache Kafka, Confluent Kafka, Aiven Kafka, Redpanda Kafka, and Amazon MSK
• Apache Airflow/OpenLineage, Amazon MWAA, Astronomer, Google Cloud Composer, and Apache Spark
• Google BigQuery
• Matillion
• Microsoft Azure Cosmos DB
• Microsoft Azure Event Hubs
• Microsoft Power BI
• MicroStrategy
• MongoDB
• Monte Carlo
• Redash
• Salesforce
• Sisense
• Snowflake
• Soda
• Tableau
• ThoughtSpot
• Qlik Sense Cloud and Qlik Sense Enterprise on Windows
• Google Cloud Storage buckets and objects
• Microsoft Azure Data Lake Storage accounts, containers, and objects
• Preset datasets, dashboards, and workspaces
• API paths
• Files — supported file types include DOC, Excel, PPT, CSV, TXT, JSON, XML, and ZIP files

To use a connector-specific filter:

1. From the Assets page, click the Asset type filter, and then from the dropdown, select an asset type from a supported connector — in this example, we'll select Soda Checks.
2. In the Filters menu on the left, click the Soda filter to expand the menu.
3. From the Soda filter menu, filter your Soda checks by check status, owner, or last scanned at date.
4. (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.