You can create, edit, delete, import, and export templates for use in data lineage
reports. You can use existing lineage filters to design the template.
Before you begin
- You must have the Information Governance Catalog Information
Asset Administrator role.
- You must know which assets you want to exclude from your lineage report. In addition, you must
know whether you want to exclude only the assets, or to exclude those assets and their data
flows.
About this task
You can configure which information to display for an asset type by using existing lineage filters. A lineage filter can be used by any user
with the proper role. Your role determines what lineage filter actions are available to you in the
interface.
You can edit a single lineage report template at a time. You can import, export, and delete
several lineage report templates at a time. Do not export and then edit the lineage report template
in a text editor.
You can select a lineage report template when you run a data lineage report.
Procedure
-
Click Administration.
-
Expand Lineage Management.
-
Click Manage Lineage Report Templates.
-
In the Lineage Report Templates window, do any of the following tasks.
To do this task |
Do these steps |
Create a lineage report template |
- Select New from the menu.
- In the New Lineage Report Template window, type in a report name.
- To use existing lineage filters to design the lineage report template,
select the filters one-by-one in the Uses Lineage Filter list.
- Expand Asset Type Properties to Display.
- Click the Select to add asset type display properties field, and then
select an asset type that you want to include in your lineage template. To edit the display
properties of an asset type, do these steps:
- Select the asset type.
- In the Properties window, select the properties to display.
- In the Available Properties list, double-click an attribute or a related asset. The selected
attribute or related asset is displayed in the Displayed Properties pane.
- Click Save.
|
Edit a lineage report template |
- Select the lineage report template that you want to change, and then select
Edit from the menu.
- In the Edit Lineage Report Template window, make your changes, and then
click Save and Close.
Note: If you change the name of the lineage report template, the original template is overwritten.
|
Delete a lineage report template |
Select the lineage report template that you want to delete, and then select
Delete from the menu. |
Import a lineage report template |
- Select Import from the menu.
- In the Import Lineage Report Templates window, browse to select a file that
is in a WBT format, and then click Open.
- Click Import.
|
Export a lineage report template |
- Select the lineage report templates that you want to export, and then select
Export from the menu.
- Browse to the directory to save the lineage report filter in, and then click
Save.
|