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In this scenario, you can choose to create a Manual Source and manually upload the metadata detail via an excel bulk upload

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Step 1) Add new Manual Source

  • Select Platform Settings in the side bar

  • In the pop-out side panel, under Integrations click on Sources

  • Click Add Source and select Manual

    image-20240901-124839.png
  • Complete the mandatory fields and click Save & Add Source

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Step 2) Prepare manual upload source template

  • Click the Manual tab

  • Select Sources

  • Click on the Generate Source Template icon to generate and download your import template

    image-20240901-130539.png
  • Review the Guide tab in the excel template that you generated and follow the instructions

Info

Always update the tabs in the Excel Template in a sequential order to create the appropriate dataset structure and hierarchy. The ‘parent name’ field is a lookup column and unless the parent tab is completed first, you won’t be able to complete the next level.

For example:

  • DATASET tab will provide the parent hierarchy for the DATASET_TABLE tab

  • DATASET_TABLE tab will provide the parent hierarchy for DATASET_FIELD tab

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Step 3) Upload manual source template

  • Click the Manual tab

  • Select Sources

  • Click on the Import Source File icon to import your template

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