Basics of Importing Business Terms

Consider the enclosed Excel spreadsheet (sample import.xlsx) as a starting point for the import. 

This spreadsheet consists of 4 rows. For every row, it indicates the name of the business term, the attribute Definition, the Status, an attribute Example, the Asset Type in the DGC Operating Model to which it corresponds. Furthermore, there is a column that relates (synonym) the term to another term. Column “G” then also indicates the corresponding Asset Type in the DGC Operating Model. the final column “H” gives information on the generalization, i.e. the parent type for the term.

E.g., row 2 in the spreadsheet would read out: The Business Term with name “Customer” has an Definition attribute value “a definition for customer”, it has the Status “Accepted”, it has an Example attribute value “example 1”. Moreover, it has a synonym relation with another Business Term with name “Client”.

Step 1: Create a new glossary domain

Let’s name the new glossary domain “Customer Glossary”. Note: more information on the functionality for creating domains can be found in the user guide section on Domains.

 

Step 2: Open the import wizard

Next, go to the new glossary and start the importer. Note: more information on the import wizard functionality can be found in the user guide section on Import.

 

The Collibra import wizard shows up:

  1. Select the enclosed file “sample import.xlsx” and click Next.
  2. Choose the option “assets, attributes and relations” as shown below.

Next, the Excel Import wizard shows a screen in which you have to map spreadsheet columns (on the left) onto attributes and relation types of the Business Term asset type defined in the DGC Operating Model (on the right). The wizard will automatically enlist the attribute types and relation types based on the Operating Model. It will also automatically provide a pick list with the headers of the spreadsheet columns. You do not have to map all spreadsheet columns. You could do the import in different phases or only select those columns you are interested in.

Step 3: Map the spreadsheet columns on the attribute types of the Operating Model

For the first phase, we only map the attributes: Name, Asset Type, Status, Definition, Descriptive Example, Generalization. note, you could do steps 3 and 4 in one go as well, but we split them for explanatory reasons.

Click Next. The result is shown in the following screen.

Now can also show the hierarchy by clicking on “Hierarchy” and select “Taxonomy.

Which shows a tree view based on the generalization attributes.

Congratulations you did your first import. Now continue importing the relations.

Step 4: map the remaining columns on relation types of the Operating Model

Next, we import the remaining columns “F” and “G” highlighted below. These columns contain relations to the already imported business terms. Namely, for every row, column “F” defines a relation between business term with name “Customer” and another business term with name  “Client”. This latter term does not exist yet so we also need column “G” indicating the asset type.

Open the importer again (see step 2), and map as follows.

First, choose the first column name again as anchor point. This is the term that was already import to which we want to relate the term in column “G”. The term already exists wo there is no need to indicate the asset type again. The importer will retrieve the term in the glossary based on the name.

Now we scroll down the import wizard and choose the “Business Term synonym Business Term” relation. The left-hand side Business Term of the relation is already mapped, now we choose columns “G” and “H” to map it on the other side, and create these terms as we go.

The result will be two new terms “Client” and “Company Client”, which will be related through the “synonym” relation with resp. “Customer” and “Enterprise Customer”.

By selecting the relevant columns we can now see the synonym relations and their symmetric co-relations “synonym of for the 4 terms.

Comments

  1. ayo.arowolo

    Hello Donald, yes I meant a spreadsheet with several tabs to hold all uploadable content. Our System Admin said this wasn’t possible because it will make uploading our assets ( e.g technology, relationships, data governance glossary, domains, business data elements, responsibilities) more complex.  Your process sounds good and manageable to me. Could you share templates just so I can visualize all you have described above? 

    Thanks,

    Ayo

  2. ronald.schaareman@ing.nl

    Hi Odunayo,

    Not really sure whether you mean one single tab of a spreadsheet or one spreadsheet with several tabs to hold all uploadable content. But maybe this helps: we have a process through which we maintain a community with several domains and different asset types (roughly each domain holds its own asset type). For that we have created a big(!) spreadsheet containing a tab for each domain and one upload tab -> our way of work is that we only upload one asset type and one type of change (new, update) at a time (maybe that wow is a bit superseded, but from experience we think this is a safe approach). We copy the information from the other tabs to the upload tab and do the upload. This spreadsheet contains 7 different tabs, one for each domain. To be more precise: to help our business users even more, we have 7 tabs for entering business info only and another 7 tabs that automatically fill in all the stuff that is required to do uploads (type, domain, community, etc). All we need to do is one by one copy the information form the latter tabs to the upload tab and perfom the uploads.

    Kind regards, Ronald

  3. ayo.arowolo

    I’m configuring collibra for organization. Our System Admin shared 14 templates with me to populate some content into the tool. I found this to be really cumbersome. Is there a more simplified way to compress this upload template into  a single spreadsheet?

  4. tmathew

    “Next, the Excel Import wizard shows a screen in which you have to map spreadsheet columns (on the left) onto attributes and relation types of the Business Term asset type defined in the DGC Operating Model (on the right).”

    Is it not the other way round? 

  5. ronald.schaareman@ing.nl

    These screenshots are really old…

  6. jeremy.cornish

    “This is the term that was already imported to which we want to relate the term in column “G”. The term already exists wo there is no need to indicate the asset type again.” ‘Import’ s/b ‘imported’ and ‘wo’ s/b ‘so’.

  7. nic.jefferis

    now we choose columns “G” and “H” to map it on the other side

    Think this should be “F” and “G”