Results Panel in a Worksheet

Whether editing a saved worksheet or simply working with a search result that is presented as a worksheet, this is the common environment for filtering and manipulating that worksheet.

Steps

1. Open a worksheet by any of the create methods detailed., or go to
   • WORKSHEETS > Manage,
   • WORKSHEETS > Favorites >,
   • WORKSHEETS > Recent >.

From here you may:

• Page through the results using the first, previous, next and last controls above the results.
• Expand the Filters panel on the left to add additional filters.
• Expand the Details panel on the right to view details about the selected result line.
• Click on the option icons:
• Click Refresh to redisplay with all the latest filters and configuration details
• Click Download as CSV to produce a CSV file of the results reflecting the filters, columns, sort order and other configuration details.
• Click Configure Columns to add/remove heading columns from the worksheet.
• Click Configure Sort to specify sort order by columns.
• Click Display Options for the worksheet, including:
• ITEMS PER PAGE to control the number of results per page in the UI
• DISPAY MODE to toggle between the List mode (with name and definition) and Grid mode (allowing multiple header columns and sort order by column)
• DETAILS PANEL to toggle between showing only the equivalent of the Overview tab of the object page or Full to show the entire object page for the selection in the Details panel (on the right).
• SHOW CURRENT QUERY to toggle the display of the filter MQL display
• ENABLE WORD WRAP to toggle the display of multiple lines per result item in Grid model.

• Click the More actions icon in the far right of the header to select the following:
• Get Sharable Link for a worksheet

2. SAVE AS a saved (and sharable) worksheet.

If you have sufficient permission, you may edit cells in the metadata results. To do this, either double-click that cell or right-click and select Edit. You may then use the Tab and Enter keys to traverse the grid for editing further.

Curating rows

You may click the Certify, Endorse and/or Warn icons for any row.

Bulk Editing

Multi-select: You may select more than one row (Shift-click, Ctrl-click, etc.). With this feature one may apply an action to all of the selected rows. Only those actions available to ALL of the selected rows will be presented.

For all the selected objects, you may bulk edit:

• Common Attributes that apply to all object types, including curation
• Custom attributes available to all the objects
• Basic Object Attributes that apply to all the objects.

Special Bulk Edit Example

Responsibilities

You may edit the object role responsibility assignments for multiple items in a worksheet. To do so, select multiple items and right-click one and select Edit Responsibilities.

Click ADD ROLE and select Steward as the role to add.

We want to simply assign the Steward role to Stuin addition to (adding) whatever other assignments are there, so click Add.

Click EDIT and select Stu (Stewart Steward).

Click OK.

and again click OK to commit all changes.

Specify Columns and Sort Direction

You may control the heading columns displayed in the Grid view of a worksheet. You may also sort the results by these heading columns.

Specify Heading Columns to Include in a Worksheet

Click the Configure Columns icon to add/remove columns from the worksheet

Select the columns you wish to add from the available columns side and click the Add selected column(s) icon.

Select the columns you wish to remove from the Select columns side and click the Remove selected column(s) icon.

Remove all the selected columns with the << icon.

Specify Sort Order of Heading Columns in a Worksheet

You may specify the sort order of the worksheet results.

Steps

1. Open a worksheet by
2. Select the worksheet to use from the pick lists:
   • Favorites
   • Recent
   • Personal
   • Shared with me
3. Click Columns v.
4. Click in the ORDER BY pull-down box.
5. Pick a column.
6. Specify Ascending or Descending.
7. Click outside the Columns v dialog.
8. Press EXECUTE as needed.

Example

Go to any worksheet. Click Columns v and select the Type column in ORDER BY.

Column Header Sort

You may simply click on a column header to toggle the sort on that column between ascending and descending and relevance order.

Grid vs. List Mode

One may toggle between presenting the results as a simple collection or as a spreadsheet-like grid. Talend Data Catalog provides a rich set of features to manage the columns in a grid and allows for editing of the cells just as with a spreadsheet.

Grid Mode

List Mode

Action Icons in Columns

Certain action icons (e.g., Open in third-party tool) may be included in worksheets as a column.

Steps

1. Open a worksheet by any of the create methods detailed, or go to
   • WORKSHEETS > Manage,
   • WORKSHEETS > RECENT >,
   • WORKSHEETS > FAVORITES >.
2. Click Columns and add an action icon column
3. Click outside the dialog box.

Example

Click WORKSHEETS > Qlik Sense > Apps and click Columns > Open in Tool and add to the Selected Columns and click outside the dialog box.

Click on Open and you are taken to Qlik Sense.

Paginated Display and Navigation

If the list of objects is long, only a portion of that list is presented. This portion is referred to as a Page. Talend Data Catalog provides a number of common display and navigation tools for these lists.

Identify distinct values by column

You may quickly obtain a list of the distinct values available in the metadata. To do this, right-click a cell in the grid and select that option.

Example

Filter on the Dataset objects Category. Switch to Grid mode. Right-click on the Object Type column and select Distinct Values.

The result is statistics on the distinct values present according to the filters defined:

Show Execution History

You can see a history of the queries executed as part of updates to filtering, etc., in a worksheet.

Steps

1. Open a worksheet (search or otherwise).
2. In the Results panel click Preferences > SHOW CURRENT QUERY
3. Click the Show execution history icon.

Example

Worksheet Results Preferences

Steps

1. Click Display Options for the worksheet, including:
   • ITEMS PER PAGE to control the number of results per page in the UI
   • DISPAY MODE to toggle between the List mode (with name and definition) and Grid mode (allowing multiple header columns and sort order by column)
   • DETAILS PANEL to toggle between showing only the equivalent of the Overview tab of the object page or Full to show the entire object page for the selection in the Details panel (on the right).
   • SHOW CURRENT QUERY to toggle the display of the filter MQL display
   • ENABLE WORD WRAP to toggle the display of multiple lines per result item in Grid model.