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Info

Limitations of the Data Cart and Bulk Edit functions:

  • Currently you can only perform the Bulk edit function on: Tables, Columns, Reports and Sheets

  • The Data Cart has a maximum list of 1,000 items

  • Changes performed via Bulk Update are not captured in the data object’s change timeline

  • In the current release, you can only perform bulk updates in the following metadata: Description, Classification, Domain, Verified for, Not Verified for, Owner and Steward

Selecting data items for bulk update / edit via Excel

You can select data items individually via Data Profile pages or the Search function.

Using Search to add multiple data items to Data Cart

  • Access the Search page using the side panel

  • Search for the items that you want perform the bulk edit function

  • Hover over the icon of the data icon you want to add and select the 'checkbox'

  • Click the Add to Cart button after all data items have been selected

  • At any time, you can click the Data Cart icon to view what has been added to the Data Cart

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Directly adding data items to Data Cart via Data Profile page

  • Access the Data Profile page for the data item you want to add to the Data Cart

  • Click the Add to Cart icon at the top of the Data Profile page

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Info

The ‘Add to Cart' function will only appear for Tables, Columns, Reports and Sheets. Overtime this function will be added to more data types.

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Accessing Bulk Update and Bulk Edit via Excel

The Bulk Update and Bulk edit via Excel function is accessed via the Data Cartpage.

This allows you to first review the items that have been added to the Data Cart prior to starting the Bulk Update or Edit process.

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  • Step 1) Confirm the item type that you would like to update. You can select multiple item types to edit.
    Note that bulk edit is currently limited to Table, Column, Report and Sheet objects. This will be expanded over the next several releases.

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  • Step 2) Select any additional properties you want to edit in the Excel template. You can add any glossary, data management and data governance to the template. A maximum of 15 properties (including the default properties) can be added the template.

    The default properties (7) are: Description, Tags, Classification, Owner, Steward, Domains, Verified for, Do not use.

  • Step 3) Review the template properties and Click create.

  • Step 4) You will be taken to the Import Bulk Edit File page where you can download your templates and upload your bulk edit files. This page is also accessible from the Data Apps page.

  • Step 5) Click on the download option on your extract when it is ready.

  • Step 6) Open the file in Excel and follow the instructions on the first (Instructions) tab. Edit the properties of your items and save the file locally.

  • Step 7) Go to Import Bulk Edit File page (via Data App or Data Cart). Click on Upload Bulk Edit File. Select the file you have downloaded in Step 5 and edited. Click Import


  • Step 8) Your file will now be uploaded. If the file uploads without any errors, it will show a successful upload. If your file is not correctly edited, it will fail and provide error details.


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