Example: Create a new relation index for a custom filter facet

Important 

In Collibra 2024.05, we launched a new user interface (UI) for Collibra Data Intelligence Platform! You can learn more about this latest UI in the UI overview.

Use the following options to see the documentation in the latest UI or in the previous, classic UI:

Important This video is created in the classic user interface.

Steps

In Data Marketplace, we want a filter facet that results in tables that belong to a specific system location, Cloud or On Premise. Our metamodel is:

  1. Answer the following questions:

    Question Answer Consequence
    Which asset type (and children) or asset types do you want to filter out? Tables This means the first asset type in our relation path must be Table.
    Which asset type or attribute type do you want to filter on? If it is an attribute type, which asset type does it belong to? We want to filter on Location, which belongs to asset type System. This means the last asset type in our relation path must be System.
    In your metamodel, which path do you need to follow to get from the first to last asset type in the relation-based filter?
    1. Table is part of Schema.
    2. Schema belongs to Technology Asset
    3. Technology Asset is grouped by Technology Asset, attribute type Location.
    		 This is the path we will need
    Which filter name is meaningful to consumers of the data?   Source Location
  2. Decide the relation index name and path based on the answers:
    • Name: Source Location
    • Relation path:
      • First asset type: Table
      • Relation 1: belongs to Schema.
      • Relation 2: belongs to Technology Asset.
      • Relation 3: is grouped by Technology Asset.
      • Attribute: Location.
  3. Verify that the Relation-based search setting has been enabled.
  4. Create the relation index.
    1. On the main toolbar, click Products icon, and then click Cogwheel icon Settings.
      The Collibra settings page opens.
    2. In the Search section, click Relation Indexes.
      The Manage Relation Indexes page opens. It provides an overview of all relation indexes in the environment.
    3. In the Data Marketplace section, click Filters.
    4. Click Manage Relation-Based Filters.
      The Manage Relation Indexes page opens. It provides an overview of all relation indexes in the environment.
    5. Click Create an Index.

    6. Enter the name of the index, Source Location.
    7. Specify the relation path.
      1. From the drop-down list, select the first asset type in your relation path. In our case, Table.
      2. Click and select the first asset type in your relation path. In our case, Table.
      3. Click and select the relation (relation type and target asset type) you want to add. In our case, is part of Schema.
      4. Click and select the relation you want to add. In our case, belongs to Technology Asset.
      5. Click and select the relation you want to add. In our case, is grouped by Technology Asset.
      6. Click and select the attribute type you want to link to. In our case, Location.

    8. Click Create Index.
      The relation index is created and the indexing of the relations starts.
  5. Make the relation-based filter visible in Data Marketplace.
    1. Go to the Filter facet settings.
    2. Double-click the Is visible field.
    3. Select the checkbox and click outside the field.
    4. Select the Is visible check box.
    5. Click Save.
  6. Once the reindexing is completed, the filter facet is available in Data Marketplace.