Configure the filter facets in Data Marketplace (in preview)

This page describes how Data Marketplace administrators can define the filter facets through Settings > Search > Facets. These are the base filter facets. They are used in Data Marketplace to define which assets are include in Data Marketplace categories, configure filters, filter the search results.

If Data Marketplace was already active in your environment before you switched to Data Marketplace, you can skip this step.

About out-of-the-box facets

By default, Data Marketplace offers multiple filter facets, which can be used when defining Data Marketplace categories and are visible in the Filter Facets pane on the Data Marketplace search page.

Note Some of these filter facets rely on relation path indexing.

Filter facet name	Description	Uses relations
Business Asset	Business Asset refers to the business assets that are related to the data, such as Customer Phone Number or Customer Order Number. For information on the differences between business terms, data domains, and data concepts, go to Conceptual layer versus the Business Glossary.	Yes
Certified	This filter facet limits your search results to data that has been certified, meaning approved, endorsed, or guaranteed.	No
Data Domain	Data Domain refers to a high-level conceptual category to which the data belongs, such as Customer or Order. Assets of this type: Are high-level, theoretical representations of your data. Represent the structure of concepts in data environments. Contain all the different nuances of corresponding business terms. To benefit from this, your data structure must follow the Data Stewardship metamodel. For more information, go to Conceptual layer.	Yes
Data Concept	Data Concept refers to the lower-level conceptual category to which the data belongs, such as Phone Number or Country. Assets of this type: Are high-level, theoretical representations of your data. Represent an aspect of one or more data domains. Define a context-independent representation of the structure of an organization's data. To benefit from this, your data structure must follow the Data Stewardship metamodel. For more information, go to Conceptual layer.	Yes
Source System	Source System refers to the technology asset that stores the data, like HR Cloud. Via this filter, you can limit the search results to assets that exist in specified systems.	Yes
Data Source	Data source limits the search results to assets that exist in specified data sources.	Yes
Rating	Rating is a colleague’s perception of the usefulness and quality of the asset.	No
Tags	Tag is a label that adds extra context to an asset.	No
Status	Status refers to which governance process stage the asset is in, such as Approved or Candidate.	No
Asset Type	Asset Type refers to the kind of data you are looking for, such as data set, report, or table.	No

Prerequisites

• You have the SysAdmin global role.
• You have a global role with the Product Rights > System administration global permission.

Steps

1. On the main toolbar, click → Settings.
   The Settings page opens.
2. In the Search section, click Filter Facets.

   The Filter facets configuration page opens.

   Note The page shows the following tabs:

   • Attribute facets: You can add filter facets based on attribute types. For more information, go to Attribute filter facets. Attribute facets don't affect standalone Data Marketplace.
   • All facets: Shows the list of all available filter facets.
   • A filter facet has a Filter ID and a Filter name. The Filter name is shown to data consumers.
   • Filter type refers to the source of the filter.
     • System: The filter is available out of the box.
     • Relation: The filter is a custom filter created via a relation index.
     • Attribute: The filter is an attribute-based filter, which doesn't appear in standalone Data Marketplace.
   • The order of this list is applied in Data Marketplace. It is also used in the Catalog and Business Glossary search tabs on the search page if the Search tabs by audience setting is enabled.
3. Perform one of the following actions:
   • If needed, change the Filter Name.
     This is the name data consumers will see.
   • Where useful, add a description.
     This description will be visible to data consumers as a tooltip (help text).
     
     
   • To show a filter facet in the search results page, set its Visibility value to Yes.
     To hide a filter facet from the search results page, set the value to No.
   • To always show all values for the filter facet, set the Collapsed value to Yes.
     
   • To reorder the filter facets, use the icon to drag and drop a filter in the desired location.
     
   • To update a custom relation-based filter facet, click Open Configuration. The Open Configuration link indicates if a filter facet is based on relation indexes. The link opens the relation index configuration page.

Tip If you make the Organization filter facet visible, data consumers can refine the search results based on communities and domains defined in the Data Marketplace scope and that are relevant for the search results.


4. Click Save.
   • You can add custom filter facets based on relations. For more information, go to Managing relation indexes.
   • When you define Data Marketplace categories, you can select assets based on the defined facets.
   • When you define the filters for the homepage and categories, you can select from all defined facets, even the ones with Visibility equal to No.
   • Data consumers have access to the filter facets when they search while in Data Marketplace. Only filter facets that can apply to the search results are shown to data consumers.

What's next

Configure the Data Marketplace landing page

Related topics

• About Data Marketplace
  
• Overview: Configuring Data Marketplace