Report Certification and Watermarking

Instructor:

Tudor Borlea, Presales Engineer

Objectives:

  • Apply report certification process
  • Identify critical data elements
  • Select standards to apply to critical data elements

Description:

Report certification and watermarking addresses how to determine which reports can be used as trusted documents. We begin by identifying the Critical Data Elements. The next step is to identify the lineage and the standards that need to be applied to each of their critical data elements. The third level of certification monitors the data quality for each of the critical data elements. If at the end of a process, the certification is approved, the report then carries a seal or stamp of approval. This mark indicates to the business users that the report is safe to use for decision making. A watermarked report indicates curated data, and this helps create a culture of governance from the ground up. Empowered users recognize the power of working through formal channels to publish reports and trust the data.

Designing Dashboards

Instructor:

Colin Simpson, Education Media Specialist

Objectives:

  • Modify an existing dashboard
  • Create a dashboard from scratch
  • Brand a dashboard

Description:

In this course, we will demonstrate how to create, modify, and brand the user dashboard. We’ll explore the variety of available widgets you can use in the dashboard as well as the customization options for each. Likewise, we’ll explore some different layouts and designs when tailoring the dashboard for specific uses. Finally, we’ll take a more in-depth look at the branding options to further customize the dashboard.

Guide to Good Definitions

Instructor:

Sara Acton, Facilitator

Objectives:

  • Explain how definitions should describe an asset
  • Demonstrate definition terms
  • Compare nested definitions

Description:

Different terms mean different things depending on the context. For example: Is “Customer” the same for Finance as it is for Sales? Do the same rules apply? Good definitions are fundamental to the success of any Data Governance endeavor. They are central to the effort of data governance, and creating and approving them is one of the major tasks for data governance teams.There are a series of tips for what to avoid when writing definitions, and of course, a series of examples of how to concisely write a definition.

Introduction to Reference Data v5.x

Instructor:

Benedict Benoit, Presales Engineer

Objectives:

  • Explain use of reference data
  • Classify status of reference data
  • Demonstrate the hierarchy

Description:

Reference data is often essential to the organization, as it helps to classify and create hierarchies around the data available within the organization. The reference data section lists who is responsible for the reference data and current status. We also have the ability to build hierarchies around reference data. Furthermore, we have the ability to line up the product codes available within the organization, with the products we have in the organization.

Table Enhancements v5.3: Sorting, Freezing, & Headers

Instructor:

Allison Selby, Sr Manager, Instructional Design

Objectives:

  • Review multi-column sorting
  • Present options for freezing columns
  • Describe multi-path hierarchy

Description:

Enhancements to tables in v5.3 include the option to sort on multiple columns. We also have the option to freeze columns, much like you would in Excel. There’s the new addition of a column header called, “Created by”. You’re now able to remove formatting from in-line text. If you’re copying and pasting from Word or Excel and that text has formatting applied, you can easily strip it when you paste into the DGC. There are also some new quick filters that have been added to additional fields and you have the option to collapse table headers for empty table relations. Also, there have been updates to the hierarchies. Traditionally, the hierarchy of the view has always been a single path, but now, what you’re able to do is choose between a single- or a multi-path hierarchy mode. In a multi-path mode, any relation is traversed at any depth in the hierarchy.

Search

Instructor:

Kristof De Bruyne, Inbound Product Manager

Objectives:

  • Identify relations in search results
  • Select facet selections
  • Utilize a workflow action menu directly on the search page

Description:

In this course, we will review the new features in Search. This will include displaying related assets in search results, and a better user experience for search facets. There is a new dialog box for selecting facet elements and one easy click to clear all facet selections at once. In addition, users now have the option to trigger workflow actions directly from the search page.

Collaboration and Productivity

Instructor:

Colin Simpson, Education Media Specialist

Objectives:

  • Identify improved collaboration features
  • Utilize user mentioning
  • Apply PowerPaste plugin

Description:

In this course, we will review the new collaboration and productivity features available in the 5.7 release of the Collibra Platform. The features include user mentioning, triggering an automatic email to the tagged user. A new image modal is also available, supporting new image functionality into asset descriptions and comments. Bulk image uploads are also available through the drop and drag panel. When pasting text from Office documents into Collibra, using the PowerPaste plugin aids in easily copying/pasting, retaining rich text attributes including graphs, images, and hyperlinks.

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