Create Dataset from Atlan

This article details how to create a Dataset from objects in Atlan in order import and sync Atlan Glossary with Metric Insights Glossary.

PREREQUISITES:

1. Create New Dataset

Access New > Datasets > Create New

Enter the basics:

  1. Select the measurement interval that applies to the level of aggregation that you want in your result set
  2. Define if Dataset is to be searchable
  3. Input a descriptive phrase in Name
  4. Specify Category to place the Dataset 

Proceed to Data tab to define details

2. Define Data Collection Details

  1. Select the Atlan Data Source
  2. Specify Data collection trigger that will be used to collect data for Dataset
  3. Select Glossary/Custom Metadata to be used as a basis for Dataset:
    • For Glossary Auto Import and Custom Field Auto Sync for Glossary, use objects under Glossary.
    • NOTE: You can use a custom command to ensure that columns from Atlan are properly renamed to follow the Metric Insights' naming convention:
      • var Definition = concat(User description)
      • var Description = concat(Read me)
      • var Includes PII = concat(PII?)
      • fields = Term, Section, Definition, Description, Certification Status,Includes PII, Certification Level, Business Owner, Technical Owner, Data Steward, Business Owner Group
    • For Glossary Auto Sync and Custom Field Auto Sync for Elements, use objects under Term to Asset Relationship.
    • NOTE: Beginning in 7.0.1a, for Custom Field Auto Sync for Elements, use objects under All Reporting Assets.
  4. [Validate]
    • If the statement is valid, the Validation Rows Preview section pops up at the bottom of the screen.
    • You can also open it by clicking Show validation rows under the Plugin command box.
  5. [Enable & View] to proceed to Dataset Viewer