You can add and arrange widgets to dashboards to quickly access key data or features or to prioritize certain information. You can also export data from certain widgets in various formats.
Adding and modifying widgets on a dashboard
You can add widgets to a dashboard to view snippets of data that might be relevant for you in your data governance activities. Widgets provide quick information to important statistics and data in your organization. Use widgets to view results of your frequent searches, the number of assets that meet your specific filter criteria, status of jobs, and pending tasks in your name.
Depending on the type of dashboard, you can create a widget based on the widget type or a predefined metric.
1To create a new widget, go to the dashboard, click the action menu, and select New Widget.
2From the list, select the widget type for which you want to create a widget.
Alternately, if you are creating a widget for usage analytics dashboards the New Widget dialog box appears. Select a metric to configure widget properties and create the widget,
3In the New Widget dialog box, enter the properties of the widget. To understand the fields in the dialog box, see Widget properties.
4Click Create and the widget pins to the dashboard.
5To modify a widget, click the action menu of the widget, and select Edit.
6In the Edit Widget dialog box, modify the properties of the widget.
7Click OK to update the widget.
Arranging widgets on the dashboard
You can change the layout of your dashboard by rearranging the position of widgets. You can put the most important widgets at the top of the dashboard and move less significant widgets to the bottom of the page.
1To rearrange the widgets on your dashboard, click the action menu, and select Reorder Widgets.
2In the Reorder Widgets dialog box, select the widget that you want to reorder, and click the arrow buttons to move the widget to the top or bottom.
3Click Save to save the layout of the widgets in your dashboard.
Viewing widget information
Depending on the type of widget that you add to the dashboard, you can view different sippets of data on the widget.
1Select the widget and expand the About section to see the details of the widget.
2To narrow the information you see in the widget, click the Filter icon and add filters and based on the selected asset type. For example, for a search-based widget type, you can filter the list of assets by asset type.
3For the donut chart type for any widget, you can click the legend or the acceptance score color to view the value or score for the filter you select.
The following image shows the clickable legends:
4To switch to another widget, select a widget from the drop-down list to view the widget. The Find option appears only if there are more than five dashboards. Enter the widget name to find a widget.
Cloning or deleting widgets
If you want to create a widget that is similar to an existing widget, you can clone the existing widget and modify its properties. If a widget is no longer required or not relevant, you can remove the widget from the dashboard.
1To create a copy of an existing widget, click the Action menu icon for the widget, and select Clone.
2In the Clone Widget dialog box, modify the properties of the widget. To understand the fields in the dialog box, see Widget properties.
3Click OK to save your changes and pin the widget to the dashboard.
4To delete a widget, click the Action menu icon for the widget, and select Delete.
5In the Delete Widget dialog box, click Yes to delete the widget from the dashboard.
You can choose to manually rearrange the remaining widgets or have them rearranged automatically.
Exporting assets from search-based widgets
If you expand a search-based widget, you can export assets of the corresponding search results. Before you export, you can apply additional filters to curate the selected assets. Depending on the asset count, the selected assets are either exported in a Microsoft Excel (.xlsx or .xls) file or compressed into a .zip archive.
1On the dashboard, click the widget title or the widget items to expand the widget.
The widget page appears.
2Click the Export Assets icon at the top right corner.
The Export Dashboard Widget dialog box appears.
3In the Asset Types field, select the type of assets you want to export.
Note: The asset types are preselected when the widget is configured. If you don't specify the asset type, then all assets of the widget are selected for export.
4Optionally, apply an additional filter to the selected assets. The additional filter that you see varies and is based on the value configured for the Group by option of the selected assets:
- Created by. Filter assets by the user who created the assets.
- Updated by. Filter assets by the user who updated the assets.
- Stakeholders. Select one or more stakeholders who are responsible or interested in the assets. If you want to export assets without any stakeholders, select No Stakeholders.
- Lifecycle. Select the stage of the asset in the production lifecycle.
5Select the following check boxes to include additional information about the exported assets:
- Include Asset Details. Export the custom attributes and stakeholder details of all assets and additional details of technical assets.
Note: If you select the Include Asset Details option, the export file for technical assets include sheets where changes are restricted. To curate assets, use the editable columns in the Technical Data Set and Technical Data Element sheets.
- Include Hierarchy. Export all assets in the hierarchy of the search results.
- Include Relationships. Export the relationships between business assets and between business assets and technical assets.
The Export Assets dialog box displays the Include Relationships check box if the search results contain business assets.
6In the File Name field, enter a new file name or retain the system-generated file name.
7Click Start Export to export the selected assets from the search results.
This triggers an export job that you can monitor on the Job Status panel.
The Job Status panel appears.
8Click Open Job on the Job Status panel to view the job.
The Job Status page appears.
9After the export job is complete, click Download Export File to download the exported file.
Note: A Microsoft Excel export file can contain a maximum of 50,000 assets. If the search results contain more than 50,000 assets, the export operation creates additional Microsoft Excel files and compresses the files into a .zip file for export.
10Optionally, you can also check the status of your export job on the Job Monitoring page.
For more information on how you can monitor different jobs, see Monitor jobs.
You can export the assets that generate the scores that a widget displays. Data Governance and Catalog exports the assets as Microsoft Excel files or a PNG format.
1On the dashboard, expand the data quality widget for which you'll export related assets.
2Click Export icon to open the export menu.
The Export menu appears.
3Click Export Chart to export the data quality scores in a PNG format.
4Alternatively, click Export Assets to export assets from data quality widgets, .
The Export Dashboard Widget dialog box appears.
5In the Asset Types field, select the type of assets you want to export.
Note: The asset types are preselected when the widget is configured. If you don't specify the asset type, all assets related to the widget are selected for export.
6Optionally, apply additional filters to the selected assets.
7Optionally, select the following check boxes to include additional information about the exported assets:
- Include Asset Details. Export the custom attributes and stakeholder details of all assets and additional details of technical assets.
Note: If you select the Include Asset Details option, the export file for technical assets include sheets where changes are restricted. To update the assets, use the editable columns in the Technical Data Set and Technical Data Element sheets.
- Include Hierarchy. Export all assets in the hierarchy of the dashboard widget.
- Include Relationships. Export the relationships between business assets and between business assets and technical assets.
The Export Assets dialog box displays the Include Relationships check box if the search results contain business assets.
8In the File Name field, specify the name of the export file.
9Click Start Export to export the selected assets from the widget.
This triggers an export job that you can monitor on the Job Status panel.
10Click Open Job on the Job Status panel to view the job.
The Job Status page appears.
11After the export job is complete, click Download Export File to download the exported file.
12Optionally, check the status of your export job on the Job Monitoring page.
For more information on how you can monitor different jobs, see Monitor jobs.
You can see a summary of CLAIRE® recommendations across assets in Data Governance and Catalog. The CLAIRE® widget shows the recommendations that CLAIRE® has made to help you better govern your assets.
To see more information about the CLAIRE® widget, click any CLAIRE® widget in the Home page.
The following image shows a few CLAIRE® widgets that you can click:
The following image shows more information about the 'CLAIRE Activity' widget:
Use the CLAIRE® widget to understand the intelligent recommendations that Data Governance and Catalog has provided, and take action on pending items. Filter the information by recommendation type, recommendation status, and catalog sources. If there is an asset on which you must act, click on the asset name to open it in a new page.
For more information about configuring CLAIRE® widgets on a dashboard, see CLAIRE Activity widget.
