Filter cataloged assets by relationships - Precisely Data Integrity Suite

Data Integrity Suite
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Spatial_Analytics
Data_Integration
Data_Enrichment
Data_Governance
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Data_Observability
Data_Quality
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Services
Spatial Analytics
Data Integration
Data Enrichment
Data Governance
Geo Addressing
Data Observability
Data Quality
Core Foundation
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Data Integrity Suite
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2000
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2026

You can use relationship filters in Catalog to find business assets and technical assets based on their relationships with other assets. This capability helps you discover related assets, understand data lineage, and identify asset dependencies.

Relationship filters in Catalog allow you to query assets based on how they relate to other assets. You can filter by specific related assets, check for the existence of relationships, or exclude assets with certain relationships. Relationship filters are available after you have filtered a specific asset type.

Relationship filters operate through a two-step process:

  • Asset type selection: You must first apply a filter to drill down to a specific asset type. This ensures contextually relevant relationship types are presented to you.
  • Relationship filtering: Once an asset type is selected, the system queries the definitions collection to retrieve all relationship types where the subject or object matches the current asset type ID. You can then select a relationship type and apply filtering options.

To filter catalog assets by relationships:

  1. Go to Catalog.
  2. Choose Business Assets or Technical Assets.
  3. In the filter panel, apply a filter to select a specific Asset Type.
    The relationship filter options become available after you have selected a specific asset type.
    Note: Relationship filters are also available under the Datasources, Datasets, and Fields tabs. These filters display only inheritable relationship types when a previous filter is set on a specific asset type.
  4. In the filter panel, locate the Relationships section.
  5. Click a relationship type to expand the filter options.
    The available relationship types display, such as:
    • affects Base: Indicates that one asset affects another asset in the data pipeline.
    • is affected by Base: Indicates that one asset is affected by another asset.
    • is harvested by Connection: Indicates that an asset is harvested or extracted through a specific connection.
    • is observed by Observer: Indicates that an asset is monitored or observed by a specific observer or monitoring tool.
    • maps to Business Term: Indicates that a technical asset maps to or represents a business term.
    • reads from Field: Indicates that one asset reads data from a specific field.
    • writes to Field: Indicates that one asset writes data to a specific field.
  6. Click the relationship filter again and select one of the three filtering options:
    1. Select related asset: Choose one or more specific assets from the list to filter assets that have relationships with those assets.
    2. Exists: Filter assets that have any relationship of the selected type, regardless of which asset they relate to.
    3. Does not exist: Filter assets that do not have any relationship of the selected type.
  7. If you selected specific related assets, choose your match logic:
    1. Match All (OR): Assets must have relationships with all selected assets. For example, if you select three related assets, the filter returns all assets that have a relationship to asset A, OR asset B, OR asset C.
    2. Match Any (AND): Assets must have relationships with at least one of the selected assets. For example, if you select three related assets, the filter returns only assets that have a relationship to asset A, AND asset B, AND asset C.
  8. Click Apply to apply the relationship filter.
    The assets list updates to show only assets that match your relationship filter criteria.
  9. To add additional relationship filters, repeat steps 5 through 8 with a different relationship type.
    Multiple filters are combined using AND logic, so assets must match all filter criteria to appear in the results.
  10. To remove a filter, click the X button next to the filter name.
    The filter is removed and the assets list updates accordingly.

You have successfully filtered catalog assets by their relationships. The filtered results help you discover related assets, understand data lineage, and identify asset dependencies.

Example 1: Finding table columns that map to business terms

To find all Table Columns that map to a specific Business Term:

  1. Apply a filter to select Table Columns as your asset type.
  2. In the relationship filter section, select the maps to Business Term relationship type.
  3. Choose filter Select related asset.
  4. Select the Business Term you want to find mappings for.
  5. Choose Match Any to return all Table Columns mapped to that Business Term.
  6. Click Apply.

The results display all Table Columns that have a "maps to Business Term" relationship to the selected Business Term.

Example 2: Combining multiple relationship filters

You can combine relationship filters with other asset filters to create complex search queries. All filters are applied using AND logic, meaning an asset must match all filter criteria to appear in the results.

To find Table Columns that both map to a Business Term AND are harvested by a specific Connection:

  1. Apply a filter to select Table Columns as your asset type.
  2. Apply the first relationship filter: Select maps to Business Term and choose a specific Business Term.
  3. Click Add Relationship Filter.
  4. Apply the second relationship filter: Select is harvested by Connection and choose a specific Connection.
  5. Click Apply.

The results display only Table Columns that satisfy both relationship criteria, allowing you to find assets with complex relationship requirements.