Understanding Object Lineage

Introduced in v6.2.5, Lineage helps understand how objects relate to each other in Metric Insights.

Through the interactive diagram, a user can track the hierarchy and interrelationship between Objects, including deleted ones, both upstream and downstream. Each node (item) in the diagram includes more details and allows actions to be  performed on it.

A Lineage Diagram is available on all key objects:

  • Elements, both Viewers and Editors, and the Elements List
  • Datasets, both Viewer and Editor, and the Datasets List
  • Data Source Editor and Data Sources list
  • User Maps, both Viewer and Editor, and User Maps List
  • Burst Editor

Search results will also display links to the Lineage diagram, whenever relevant

Legacy Reports do not support Lineage.

In a future release, Users will also be able to see upstream objects that are outside Metric Insights ; e.g.,  views and tables from Snowflake. Stay tuned!

To allow Regular and Power Users to access the Lineage feature, the Show Lineage Icon in Search and on Viewers Privilege must be granted.  For more information, see Lineage Security.

Accessing Lineage Diagram

Using its special icon, a Lineage Diagram can be accessed from all key Viewers, Editors, and List pages as well as Search results. The example above shows Data Source List page.

Understanding Lineage Diagram

  1. Each item on the Diagram represents either Parent or Child Node.
    • Child Nodes in turn can be a Parent to other Nodes.
  2. The bottom left includes basic controls: Larger, Smaller, Fit to Window, Reset Zoom.
  3. The collapsible menu on the lower right includes View Settings and Legend.

Action Menu

An Action menu appears upon clicking a Node. Depending on the type of Object, its settings, and its place in the hierarchy, the Action menu can include information and options described below. The example is a certified External Report.

  1. Key Details:
    • Object type (icon) and its name
    • Object Description
    • Certification info: the certifier and date of certification
    • Available Tags
    • Engagement: Object views
  2. Collapse/Expand Child Nodes: show/hide child Nodes
  3. Collapse/Expand This Node: group/ungroup Nodes of same type and from same parent (displayed if there are multiple Nodes of the same type that belong to one parent)
  4. Focus This Node: set the Node as a starting point
  5. Edit: open Editor
  6. View: open Viewer