Create a Glossary Term

Glossary Terms are used to construct a business glossary. They help establish a well-rounded data governance program. Terms can be applied to MI content; e.g.,  External Reports, Datasets, Metrics, and Dataset Reports to identify the data that resides within the element. For example, a Global Sales Analysis report might have the Term "Global Sales" attached to it because the report contains that data. Global Sales has a specific business definition, description, and owners that maintain that definition across the enterprise. These owners are likely to report to a data governance officer.

This article explains how to:

  1. Select a Glossary List view
  2. Add a Glossary Term manually
  3. Add Multiple Terms using an Input File
  4. Associate a Glossary Term with Elements & Datasets

All Glossary terms are required to be related to a Section;

  1. Terms can also be created from a Glossary Section, see Create a New Glossary Section.
  2. Terms can also be created from an outside source using a Dataset,  see Import Glossary Terms and Sections (Autoimport)
  3. Terms are associated with elements using a Dataset, see Glossary Auto Synchronization

6.3.4 We have changed the format for most grid displays to show the Section that the Term the belongs to separated by a colon:  <Section name>: <Term>

[6.3.3] Replaces Governed Tags with a more robust Governance object, Glossary 

Glossary Items as Governance Definitions

  • Term (e.g. Global Sales)
  • Section (e.g. KPI Elements)
  • Definition (e.g. Total of Revenue across all LoBs)
  • Description (e.g. These Reports are regularly reviewed by executives and below and are reviewed most rigorously by the Enterprise Data Governance team)
  • Business Owner
  • Technical Owner
  • Data Steward (optional)

1. Glossary Views and Input Options

Access Content -> Glossary -> Glossary tab

Toggle between screen options to alter your display of existing Terms

Glossary - Google Chrome
  1. Select [+ New Term] to open Glossary popup and proceed to Add New Glossary Terms individually
  2. Select [Load From File] and proceed to Load Terms from File

Terms can also be deleted from or changed in Elements using Bulk Edit; see details here: Making Bulk Changes to Elements or Making Bulk Changes to Datasets/User Maps.

2. Add New Glossary Terms individually

Tag Editor - Google Chrome
  1. Name: (required) This must be unique within a Section
  2. Section: (required) Use the dropdown to select a Section; if you need to create a new Section, see Add a New Glossary Section
  3. (Optional) Definition:  An explanation of how this term is determined or calculated
  4. (Optional) Description: Describes how the Term is known  by Business Users
  5. (Optional) Owners / Steward: Business and Technical Owners will default to current User if left blank; Data Steward is optional

[Save] to open Glossary Editor

2.1. Edit Fields as Needed in Glossary Editor

Glossary - Google Chrome
  1. To change the Section, select an existing Section from the dropdown or create a new Section  using the [+] icon
  2. Update Definition as needed
  3. Update Description as needed

4-5.  Both Business and Technical Owner fields default to the User who defines the Term iIf left blank in popup but may be adjusted here by selecting another User.

3. Add Terms from CVS File

You can also load Terms and Sections from your desktop using a CSV file

Glossary - Google Chrome
  1. Download a Sample CSV file and modify values in the CSV file and then Save it as a new  CSV file
  2. Adjust Delimiter as needed
  3. Browse to select your new CSV File

Sample CSV file displayed in Excel:

glossary (5) - Excel

3.1. Import Your File

Glossary - Google Chrome
  1. [Import]
  2. Verify results of Load from popup

4. Associate Elements or Datasets With a Glossary Term  

Note: you can also associate Terms with Elements and Datasets automatically, see Glossary Auto Synchronization

Glossary - Google Chrome

In the Associations tab:

  1. [+ New Element] or [+ New Dataset] to open Add <Element/Dataset> to Term popup
  2. (Optional) Filter Elements by Element Name or partial Name
  3. (Optional) Filter elements by Category
  4. Select Elements using checkboxes

[Save] to add them to Elements grid

Repeat steps as needed to Add Datasets

4.1. Verify Glossary Terms on Elements or Datasets (Dataset Example)

Glossary - Google Chrome
  1. Click on any Name in Elements or Datasets grid to go directly to that Element's Editor.
  2. Go to Info tab in Editor
  3. Locate Section Name
  4. Verify that Term is selected for this Section