Filter and sort in Lineage | New in Tableau 2023.2

0:00Hey it's Tim here. In 23.2 you can now

0:03filter and sort in the lineage tab inside a

0:05tableau.

0:06To find out how, let's get started. Okay so

0:08here I am in the lineage tab. To get here

0:11all you need

0:11to do is go to the explore tab, go to

0:13specific data source and once you're at the

0:16data source,

0:17I'm going to go to this one top sales

0:18person because I know it has a little bit

0:20more sort

0:20of interesting perspective for this

0:22particular example. So once I get here you

0:25'll see a couple

0:26of things. Firstly you'll see that this

0:28data source is certified and secondly you

0:30see that

0:30it's inheriting a sensitivity label from a

0:33data source or a piece of information or

0:36metadata from

0:37a higher or lower level essentially

0:38upstream or downstream from this particular

0:41point and it kind

0:43of has a capability in here. So it's super

0:45important to be aware of these because

0:47these can

0:48have an impact on what you're trying to do.

0:50Nonetheless if we actually look here we're

0:53on

0:53the ask data tab if we go across you'll see

0:55lineage is the last one. If we click on

0:57that

0:57you should be able to see this. Now if you

0:59don't see this it might be that your

1:00organization doesn't

1:01have the data management add-on deployed on

1:03its tableau server. I know from first-hand

1:06experience

1:06that not a lot of organizations do actually

1:09have this on by default or enabled. So if

1:11this is

1:12something you think your organization wants

1:14by all means reach out to tableau. It's

1:15priced a little

1:16bit weirdly but I won't get into that right

1:18now. And so if we move this over to the

1:20left hand side

1:22you'll see that I have three columns

1:24essentially in my field and over here if I

1:26bring out my

1:26annotation tools you'll see that we have

1:28the filter and sorting capabilities. Now

1:30the really

1:31nice thing about this is that previously

1:33you could actually find what you needed but

1:36you needed to

1:36sort of go down the list and sort it by

1:38name as you could already do here and use

1:41that alphabetical

1:42sorting to kind of quickly get to what you

1:44want. Now you can just for example type in

1:46order and

1:47hit enter and it will go ahead and search

1:49that list and it will just filter to that

1:51particular

1:51field. So that's one thing. This is useful

1:54in you know really large data sets. If I go

1:56to the second

1:56tab you'll see that I can sort in alphabet

1:59ical order but I can also order by sheet. So

2:01these are

2:02essentially fields and they're relevant

2:03sheets. Now there's something weird going

2:05on here because

2:06I know for a fact that order id is used in

2:08two sheets but it's not showing up here for

2:10some

2:11reason the count isn't sort of updating

2:12correctly. So you can see here it says zero

2:14but yet if I show

2:16you this you can see that it is actually

2:18being used in workbooks downstream. So

2:20either I'm

2:20misunderstanding this particular

2:22requirement maybe has to just be used as is

2:24but I've essentially got

2:26a sum going on that does use order id even

2:29though the order id should be a distinct. I

2:31used the sum

2:32to test this feature and it seems to just

2:34not be working. So I can't explain why that

2:36is right now.

2:36I don't want to go into that but

2:38nonetheless you can sort these fields based

2:41on which are most or

2:42least used and when you switch to sheets

2:44you can see that it switches over to least

2:46and most. So

2:47that's pretty much it. This is a very basic

2:49feature just to help people find things

2:51quicker

2:51inside of the lineage tab. Thanks for

2:53watching and I'll see you in the next one.

2:55you

3:05[ Silence ]