Basic filters

Important This feature isn't available in the latest UI.

You can create basic filters by adding filter conditions. A filter condition is created by selecting a characteristic and assigning one or more values to it. In a basic filter, you can combine multiple conditions.

The characteristics are grouped in the following categories:

  • Properties: All the asset properties in Collibra, for example, asset type, name, and tags.
  • Attributes: All the asset attributes in Collibra, for example, definition, note, and quality.
  • Relations: All the relations in Collibra.
  • Roles: All the resource roles defined in Collibra, for example, Assignee, Business Steward, and Requester.

Filter behavior

  • Multiple values for one characteristic are treated as an OR operator. The filter shown in the following image filters the assets if the asset type is Acronym or Business Term.

  • All the simple conditions in a basic filter are treated as an AND operator.
  • You can remove a filter characteristic by clicking next to the filter characteristic that you want to delete, or you can remove a single value from a filter characteristic by clicking next to its value.

Other filter aspects

  • If you use filters in hierarchy views (not available in tile display mode), Collibra applies the filter only at the root (start) level of the hierarchy. Child rows are not filtered.
  • In the Roles category of the filter characteristics, you can select one or more specific users or user groups, or current user to filter on the signed-in user. This has the advantage that it is not necessary to create a filter for every single user.
Example 
  • Filter assets by "current user" with Reviewer responsibility: If user A is signed in, the table shows the assets for which User A has the Reviewer responsibility. If user B is signed in, the table shows the assets for which User B has the Reviewer responsibility.
  • The Roles category of a basic filter does not consider inherited responsibilities. If you want to include inherited responsibilities in the filter criteria, you can use an advanced filter.

Create a basic filter

If you want to customize a view to ensure that only certain assets are shown to you, you can create a filter.

Steps

  1. Go to a table or set of tiles containing the assets you want to see.
  2. Click to open the filter pane.
  3. In the filter pane, click Edit.
    Tip If the Switch to basic button is shown, click it.
  4. In the right column of the filter pane, select the characteristics you want to include in the filter.
    Tip 

    You can do this in multiple ways:

    • By entering the name of what you are looking for in the search field at the top, and then selecting the characteristic.

    • By navigating the list while expanding or collapsing characteristics to find what you are looking for, and then selecting the values.

    Note 
    • For certain characteristics, you need to select the values from a predefined list, for example, Type or Status.
    • For certain characteristics, you need to type one or more values, for example, Name or Definition.
    • Multiple values for a characteristic are treated as an OR operator.
    • All the simple conditions in a basic filter are treated as an AND operator.
    • You can remove a filter characteristic by clicking next to the filter characteristic, or you can remove a single value from a filter characteristic by clicking next to its value.
  5. Click Apply.

Reset a filter

If you have applied a filter to a view and want to restore the previous filter, click Revert to originalDiscard Draft.