Assets

Important 

Choose an option below to explore the documentation for the latest user interface (UI) or the classic UI.

About assets

An asset is a resource that is stored and managed in CPSH and owned or controlled by you. It is a fundamental building block used to capture information through added characteristics. An asset is represented by an asset page, which contains information about the asset.

An asset page provides an overview of information about an asset, based on the assignment of its asset type. The assignment determines which and how many elements are added to the asset page by default. For example, the attribute Technical Data Type is relevant for a Column asset but not for a Business Term asset. Therefore, this attribute is assigned to Column assets and not to Business Terms.

Note The layout of asset pages for a given asset type is predefined by your administrator. For more information, go to About asset layout.

Asset page overview

Image of an asset page

Number Section Description

Breadcrumbs

 Navigation path of the current asset.

You can use this to navigate to other resources or confirm you have the correct asset open.

Asset type representation and asset name

Icon or abbreviation of the asset type, followed by the name of the asset.

Asset type and asset status

 Asset type of the asset, followed by the status of the asset.

Tab bar

 

Horizontal tabs that allow you to navigate to specific sections on the asset page. These tabs vary from one asset to another depending on the asset type and your permissions.

The following list includes some of the tabs.

The Summary tab is available for every asset type and shows information such as the description, asset relations, and descriptive statistics of the asset. The left pane shows the sections available on the tab. The characteristics shown on the tab depend on the asset type. For example, Column assets have descriptive statistic sections, whereas other assets might not. The left pane shows the sections available on the tab.

The Sample Data tab shows a small subset of data to help you determine if you have found the right assets for your work.

The Diagram tab shows the relations between the current asset and other assets.

The Technical Lineage tab shows a detailed chart depicting how data transforms and flows from source to destination.

The Quality tab shows results of the Data Quality rules set by your organization's Data Quality stewards.

The Responsibilities tab shows the users or user groups assigned to a resource role for the asset.

The History tab shows the asset's life cycle, from its creation to the most recent actions.

The Attachments tab allows you to add images, reference material, or other files relevant to the asset.

Left pane

Vertical tabs that allow you to navigate to specific sections within the Summary tab without scrolling.

Note The availability of the sections in the left pane depends on the asset type's configuration.

Attributes

 Information about the asset.

An attribute is a characteristic of an asset that provides information about the asset. The format of this information depends on the attribute kind.

  • True/False: Binary choice.
  • Date: Format of the date depends on the user's locale settings.
  • Multiple selection: One or more values from a predefined list.
  • Number: For fractions, the decimal separator (comma or dot) shown in the UI is determined by the user's locale settings.
  • Selection: Single value from a predefined list.
  • Text: Text, links, or images. A text attribute can have up to 100,000 bytes. If a text attribute is a link to an asset, you can't open the link in a new tab by right-clicking.

Show Empty Optional Values

 Switching on this option additionally shows attributes, relations, and complex relations that don't contain any value.

Collapse All or Expand All

Collapses or expands all attributes, relations, and complex relations.

Relation

Relations of the same type associated with the asset. You can view these relations as a table or as a set of tiles and also customize them.
Action buttons Actions you can perform on the asset. They are preconfigured for the asset type, and they depend on workflow configuration and your permissions.
(At a glance) Shows or hides the At a glance sidebar.
Tasks icon (Tasks) Open tasks for the asset.
(More)

Options to:

At a glance sidebar

High-level information about the asset, such as the following:

  • Number of times the asset page has been visited.
    Clicking Show Details shows more information, such as the number of people who visited the asset page and the trend of visits, for a given period. The top 5 visitors are shown only if you have the Insights > View Usage Analytics reports global permission. For more information, go to Usage Analytics.
    Image of the Page Visits window
  • Date the asset page was last modified.
  • People responsible for the asset.

Tip Use the Show names switch to view the people's full names alongside their avatars. CPSH remembers your last selection—whether the switch was on or off—and preserves it.

Note 
  • The At a glance sidebar is hidden by default. To show it, click .
  • CPSH remembers your last selection—whether the sidebar was shown or hidden—and preserves it. However, clearing the local storage always hides the sidebar.
  • The availability of some of the information in the sidebar depends on the asset type's configuration.
     

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