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Info

Applicable to all users

Purpose of this article:

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Search is similar to using Google and . It helps you find the right data, content or users across the data ecosystem. It provides recommendations as you type, remembers your previous searches, and ranks the results based on relevance.

You can access search from your Home page or by clicking on the Search icon in the sidebar.

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Tip<info> Inventory is an alternative way to explore the data ecosystem

Instructions

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  1. Click on the search bar on your home page or the search icon on your sidebar

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  1. Enter a search term in the search bar and

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  1. press ENTER or click the Search icon to run the search.

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Helpful search

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tips

  • Space is treated as OR. e.g. if you search for transactions sales you are searching for any object that is linked to the term transaction OR sales. To search as one term, search “transaction sales”

  • Labels must be in lower case and operators must be in UPPER CASE

  • Use advance search terms like wildcards (*), AND/OR and specific object filters using “labels:[object]”

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  • . e.g. “labels:tables AND name:*customer*”

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3. Search results are grouped by categories and ranked by relevance. You can select different categories underneath the search bar to see the different sets of results

4. Use the filters on the left of the results to narrow down your search

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See related articles below for examples of how to search for specific tables and reports or how to use the inventory as an alternative to searching.

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  • Refer to the /wiki/spaces/DAT/pages/1232568876 for more phrases

  • Refine your search results by selecting one of the categories below the search bar e.g. Tables

    Image Added

Reviewing your search results

Your search results are displayed in different tabs. To refine your search results you can:

  • Select the tab you are interested in

  • Use the available filters or add additional filters by clicking the ‘Add Filter’ option (Figure 2)

  • Click on ‘Edit Columns’ to change the information displayed on your search results page (Figure 3)

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How to: Search for a Table called 'Transactions' - Quickly locate a specific table

How to search : Search for a Tableau report called Monthly SalesReport called Customer Churn - Quickly locate a specific report

How to use : Using the Inventory  - An alternative way to search