Search for assets - Data360_Govern - Preview

Global searches

To carry out a global search within Data360 Govern, use:

• The Search bar on the Home page, in conjunction with the drop down list of categories, which is positioned to the left of the search field.

• The header bar Search field, from any Data360 Govern page.

  Note: The header bar Search field may optionally be hidden by an administrator. See Features for more details.

To carry out a search:

1. Enter a search term. As you type, a list of matching results is displayed. If an item in the list of results corresponds to an asset, you can click it to be taken to the corresponding asset page.

2. If you have not selected an item from the list of results below the search bar, press Enter to display the Search Results page, with all relevant results for your search term.
   Note: Asset types that do not include at least one item are not available in the drop down list of categories on the home page, and do not appear in search results. The asset types that are included in the initial list of search results is determined by your administrator. If you are an administrator and want to configure this setting, see Search.
   Tip: To navigate directly to the Search Results page, click the magnifying glass icon, to the right of the search bar or field.

3. Each search result is displayed in a separate card on the Search Results page. The Filters paneldisplays by default to the right.

You can:

• Refine your search further by using the Filter field. See Filtering for more details.

• Click an asset name to navigate to the corresponding detail page. Or, to view additional details, click the menu button and select:

  • Open - Opens the asset definitions tab in the current browser tab.
  • Open in New Tab - Opens the asset definitions tab in a new browser tab.

If the asset contains a tag, click the tag name to navigate to the corresponding Tags page.

If a score has been calculated on the asset, hover over the score badge to see a tooltip containing additional information, including score thresholds and the last run date. The last run date is the most recent date that the score was calculated.

Understanding global searches

Global searches use a full-text inverted index. Full-text means that assets are turned into "documents", and a multi-term search is broken into its parts. For example, the expression "detailed figures" results in a search for "detailed" and "figures". Documents containing both words will score higher than documents with only one of the words. In addition, the order and the distance between the words are taken into account.

Inverted index means that the index consists of all the individual words, with a reference to which documents they occur in. This is similar to an index at the back of a textbook.

The scoring is based on a TF/IDF, meaning a "Term Frequency/Inverse Document Frequency" calculation. You may find more information about TF/IDF by searching, for example, github.io.

Higher weights are applied to the Name field (x2) and Tags (x1.5).

For global searches, characters such as an underscore "_", dash "-" and period "." are treated as word breaks for asset names, in a similar way to a space between words. This means that elements of a phrase or word that are separated, for example, by an underscore (_), such as "full_word", are indexed individually, as "full" and "word", as well as the complete string, without the need to use wildcards. Names are also indexed in their native format, without implied word breaks. Other fields on the asset record will be indexed in their native format, without implied word breaks.

One of the features of global search is the ability to search for full or partial Asset UIDs. This can be very helpful when troubleshooting a search where expected assets are not among the results. Search by the Asset UID to determine if the asset is in the search index, or if an index rebuild might be needed. For information on manually rebuilding the search index, see Rebuild Requests.

Wildcards

As global search uses a full text index, wildcards are not necessary when looking for words that appear in the middle of the text.

If, for example, you search for "address", results are returned for "home address", "address label" and terms such as "he will address the crowd".

Wildcards can be useful, however, when searching for words with different endings or beginnings. For example:

• Suppl* would result in "supply" and "supplier".
• *Writer would result in "underwriter" and "screenwriter".

Understanding the search results card

Fields defined on asset types in which the API Name is defined as "Name" or "Description" will automatically display on the search results card. In addition, fields defined on asset types using the field type of "Tag" will also automatically display on the search results card. If an asset has a semantic type, the semantic type information is displayed on the search results card. Any additional fields that you would like to see on the search results card can be configured by selecting Add To Search Results when creating or editing field types for asset types, see Field settings.

The search results card also includes the breadcrumb of the asset item including the asset class, asset types, and the asset items key fields.

Local searches

To carry out a local search within Data360 Govern:

1. Go to the required grid, or select the required list item from the Navigation bar.

2. Enter the search term in the available Search field.

   If you are using the search field above a list grid, you can use the * character to carry out a wildcard search. For example, "starts with term*", " *ends with term" and *contains term*.

   If you are using the search field above a list accessed from the navigation bar, you cannot use wildcards.

   You do not need to press Enter to complete the search.

3. If you are searching a list grid, you can refine your search further by using the Filter field, which is positioned beneath the search field, if available.

   This provides a way to apply more complex search parameters, to refine the resultant lists further. See Filtering for more details.

   Filtering is not available for a menu item from the navigation bar.

Export search results

To export the search results:

1. Click the Export to Excel button, positioned to the right of the Filter field, which is above the results cards.

2. If prompted, specify the a download location.

   If you are not prompted, the file is usually downloaded to your Downloads folder.

The first tab of the export file, if there are multiple ones, is called Search Results, and has the following columns:

• Category

• Type

• Name / Display Name

  The name that identifies the asset on the results card.

• Status
• Data Quality Score
• Governance Score
• Asset Path
• Asset Type Path
• Tags
• Asset UID
• Asset Type UID
• URL

There may also be one or more additional tabs, each relating to the individual asset types that have fields defined as Add to Search Results, in their configuration.

Each of these tabs have the same columns as the Search Results tab, together with as many additional Add Search Result Field columns, as appropriate.

The export itself adheres to the limits defined for all exports in the Administration > Settings page.

See Inspecting assets for more information about how to inspect assets, models, quality rules and policies.