[M - Done] How to: Using Search
Applicable to all users
Purpose of this article:
Search is similar to using Google. 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.
Instructions
Click on the search bar on your home page or the search icon on your sidebar
Enter a search term in the search bar and press ENTER or click the Search icon to run the search.
Helpful search 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]”. e.g. “labels:tables AND name:*customer*”
Refer to the Advanced Search article for more phrases
Refine your search results by selecting one of the categories below the search bar e.g. Tables
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)
Related Articles
[M - Done] How to: Search for a Table called 'Transactions' - Quickly locate a specific table
[M - Done] How to: Search for a Report called Customer Churn - Quickly locate a specific report
[M - Done] How to: Using the Inventory - An alternative way to search