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Search and Advanced Filtering

This article will demonstrate how to search for a text within any of the fields across the pages and how to conduct advanced searches using keywords

  1. From the Data Governance Tool Main home page, click Menu Menu.png on the top left corner of the screen.

  2. Under Menu, select the second option – DataMaps

Step_1.png

  1. On the Data Maps screen, click System Names to view the table of System Names and their related information

    Search_&_Advanced_Filtering_Step_2.png

  2. To search for any particular field or System Name, type in the relevant keyword in the search bar

    Search_&_Advanced_Filtering_Step_3.png

  3. There are 2 Types of search options All & System Name

    Note: All will run the search on all fields and System Name will only search on the system name field

    Search_&_Advanced_Filtering_Step_4.1.png

Advanced Filtering

  1. To search for data in a specific field, click Advanced Filtering

  2. Select either the ‘+And Group’ or the ‘+Or Group’

    Search_&_Advanced_Filtering_Step_4.png

  3. The ‘+And Group’ filters the information, satisfying each condition at a time. This means that the first condition is satisfied, the information is obtained and on this filtered information, the second condition is applied and so on. The ‘+Or group’ considers all conditions at the same time.

    AND_Condition.png

    OR_Condition.png

  1. The Advanced Filtering allows you to further search the filtered information using complex search criteria like ‘=’, ‘starts with’, etc. and can be paired with multiple ‘And’ or ‘Or’ conditions.
  • For example: If you want information on System Name ‘Workday’, then click Advanced Filtering

    • Select the ‘+And’ Group

      Search_&_Advanced_Filtering_Step_5.png

    • Under ‘Select Column’ choose ‘System Name’ Under ‘Select Filter’, select ‘starts with

    • Under ‘Value’, type in W

    • Click the tick mark next to ‘Value

    • Click 'Apply'

    Search_&_Advanced_Filtering_Step_6.png

    • This will display all System Names starting with the letter ‘W

    Search_&_Advanced_Filtering_Step_7.png

    • If you wish to further filter the options to show only ‘Workday

    • Click on Advanced Filtering, your previous condition will be visible

    • Click on ‘+ And Group’ this will obtain results only from the previously filtered information i.e., System Names starting with the letter ‘W

    • Under ‘Select Columns’, choose ‘Business Function Users’

    • Under ‘Select Filter’, choose ‘starts with

    • Under ‘Value’ type H, for HR as HR is a Business Function User of the system ‘Workday

    • Click on the tick mark next to ‘Value

    • Click Apply

Search_&_Advanced_Filtering_Step_8.png

  • System Name "Workday" will be displayed now

    Search_&_Advanced_Filtering_Step_9.png