Viewing and downloading explorer lineage
Viewing Explorer lineage
Important
To view the list of data sources for which automated lineage collection is available, please see Supported sources.
To view the Explorer lineage:
Locate a resource for which automated lineage metadata is available. On the resource page, scroll down to the Explorer lineage section.
The Explorer lineage section shows a preview of the asset that you are currently looking at and upstream resources from where this resource came from and downstream resources that are coming from this particular resource. This gives a quick overview of how the resource fits into the larger landscape.
Click the View in fullscreen button to see the full details and to interact with the lineage information.
Interacting with the Explorer lineage in fullscreen mode
To interact with the Explorer lineage:
On the resource page, in the the Explorer lineage section, click the View in fullscreen button to open the full view of the lineage.
The right-side shows the Lineage summary which summarizes all the resources that are part of the specific lineage. Click through to the various nodes in the summary view or use the Filter resources option to find the resource by name.
Focused lineage view puts the main resource that you have selected into the center and shows how it fits into the overall landscape.
For example, we can see that the RETAIL_ORDER database table was derived using DBT from the RETAIL_ORDER_STAGE table, which was brought into the Snowflake database using FiveTran from a SQL server database. This provides a quick, at a glance view of how this information passes through the overall set of environments.
Expand the nodes and see more information such as the columns that are a part of a table and see how information moves at that field or column level. This kind of traceability gives you the ability to see how this information moves from a technical level for root cause analysis, impact analysis, or sensitivity analysis.
For example, if a particular column has a warning on it, it shows to the user that there might be some problems with it and the user should use caution when using dashboards or other analysis that leverages this field.
Note that when columns are part of the table but not included in the lineage, they are not connected to the other components of the lineage and show under the Shownmore resources. You only see this option for the resource for which you are viewing the lineage.
To focus on the section of the lineage that you are looking at, click the Re-center view button. Select outside and click Re-center view again, to zoom back to the full lineage view.
You can use the lineage diagram to learn about other related resources.
For example, if we expand the related embedded data source Orders and choose Days to ship Scheduled, we can learn more about this calculated field. In the right side you can view the details about the field along with the formula that is used to calculate the field information. Click View lineage of this resource to see the detailed lineage of the specific field.
Use the following shortcuts to interact with the Explorer lineage. Access the list of shortcuts by clicking the ? button on the Explorer lineage page.
Table 1. Shortcuts for Explorer lineageAction
Keyboard shortcut
Multi-select
Click and drag while holding down SHIFT key on the keyboard.
Expand selection
Select nodes that have > in the top left and click E on the keyboard.
Collapse selection
Select nodes that have V in the top left and click C on the keyboard.
Recenter
Spacebar
Pan around
Arrow keys
Jump through node selections
Tab
Downloading Explorer lineage
The system provides an option to export and download Explorer Lineage information as an excel file. Before downloading, users can preview the data and decide to pre-filter the data prior to export. The export summary provides an aggregate of what is about to be exported. As the data is filtered, the summary updates.
To download the Explorer lineage information:
On the resource page, in the the Explorer lineage section, click the View in fullscreen button to open the full view of the lineage.
On the Explorer lineage page, click the Download as CSV button.
The Download lineage of this resource window opens. It shows a summary of what all is included by default for the selected resource. Use the following filters on the page to narrow down the data you want to download. The summary information on page updates as you filter items.
Lineage: Select if you want to download only upstream or downstream information or both.
Resource types: Select from the resources available for the lineage. For example, you will see options like Database columns, Tableau Dashboards. You can select multiple items from the drop down list.
Source: Select the source of information. This is the list of each source technology from which the resources were collected and sourced. For example, you will see options like Snowflake, dbt, Fivetran, etc. You can select multiple items from the drop down list.
Status: Select from statuses, such as, Approved, Pending, Warning. If you want to download a list of resources that have no status, select Resources without a status. You can select multiple items from the drop down list.
Steward: Select from the available stewards or select Resources without a steward to download a list of resources that have no steward. You can select multiple items from the drop down list.
Click the Preview button.
The next screen shows a preview of the information that will be downloaded. It includes two additional fields along with what was selected for downloading: Distance from focused - how far the related resource is from the focused resource (NOTE: distance 0 means it is the focused resource) and Parent - the name of the parent resource the listed resource is part of (if applicable).
Click the Back to filters button to adjust the filters or click the Download button to download a copy of the information.