Secoda Docs
Get Started
  • Getting Started with Secoda
    • Secoda as an Admin
      • Deployment options
      • Sign in options
      • Settings
      • Connect your data
        • Define Service Accounts
        • Choose which schemas to extract
      • Customize the workspace
      • Populate Questions with FAQs
      • Invite your teammates
        • Joining & Navigating between Multiple Workspaces
      • Onboard new users
        • Onboarding email templates
        • Onboarding Homepage template
        • Training session guide
      • User engagement and adoption
        • Tips & Tricks to share with new users
    • Secoda as an Editor
    • Secoda as a Viewer
      • Introduction guide
      • Requesting changes in Secoda
  • Best practices
    • Setting up your workspace
    • Integrating Secoda into existing workflows
    • Documentation best practices
    • Glossary best practices
    • Data governance
    • Data quality
    • Clean up your data
    • Tool migrations using Secoda
    • Slack <> Questions workflow
    • Defining resources workflow
    • Streamline data access: Private and public teams workflow
    • Exposing Secoda to external clients
  • Resource Management
    • Editing Properties
      • AI Description Editor
      • Bulk Editing
      • Propagation
      • Templates
    • Resource Sidesheet
    • Assigning Owners
    • Custom Properties
    • Tags
      • Custom Tags
      • PII Identifier
      • Verified Identifier
    • Import and Export Resources
    • Related Resources
  • User Management
    • Roles
    • Teams
    • Groups
  • Integrations
    • Integration Settings
    • Data Warehouses
      • BigQuery
        • BigQuery Metadata Extracted
      • Databricks
        • Databricks Metadata Extracted
      • Redshift
        • Redshift Metadata Extracted
      • Snowflake
        • Snowflake Metadata Extracted
        • Snowflake Costs
        • Snowflake Native App
      • Apache Hive
        • Apache Hive Metadata Extracted
      • Azure Synapse
        • Azure Synapse Metadata Extracted
      • MotherDuck
        • MotherDuck Metadata Extracted
      • ClickHouse
        • ClickHouse Metadata Extracted
    • Databases
      • Druid
        • Druid Metadata Extracted
      • MySQL
        • MySQL Metadata Extracted
      • Microsoft SQL Server
        • Page
        • Microsoft SQL Server Metadata Extracted
      • Oracle
        • Oracle Metadata Extracted
      • Salesforce
        • Salesforce Metadata Extracted
      • Postgres
        • Postgres Metadata Extracted
      • MongoDB
        • MongoDB Metadata Extracted
      • Azure Cosmos DB
        • Azure Cosmos DB Metadata Extracted
      • SingleStore
        • SingleStore Metadata Extracted
      • DynamoDB
        • DynamoDB Metadata Extracted
    • Data Visualization Tools
      • Amplitude
        • Amplitude Metadata Extracted
      • Looker
        • Looker Metadata Extracted
      • Looker Studio
        • Looker Studio Metadata Extracted
      • Metabase
        • Metabase Metadata Extracted
      • Mixpanel
        • Mixpanel Metadata Extracted
      • Mode
        • Mode Metadata Extracted
      • Power BI
        • Power BI Metadata Extracted
      • QuickSight
        • QuickSight Metadata Extracted
      • Retool
        • Retool Metadata Extracted
      • Redash
        • Redash Metadata Extracted
      • Sigma
        • Sigma Metadata Extracted
      • Tableau
        • Tableau Metadata Extracted
      • ThoughtSpot
        • ThoughtSpot Metadata Extracted
      • Cluvio
        • Cluvio Metadata Extracted
      • Hashboard
        • Hashboard Metadata Extracted
      • Lightdash
        • Lightdash Metadata Extracted
      • Preset
        • Preset Metadata Extracted
      • Superset
        • Superset Metadata Extracted
      • SQL Server Reporting Services
        • SQL Server Reporting Services Metadata Extracted
      • Hex
        • Hex Metadata Extracted
      • Omni
        • Omni Metadata Extracted
    • Data Pipeline Tools
      • Census
        • Census Metadata Extracted
      • Stitch
        • Stitch Metadata Extracted
      • Airflow
        • Airflow Metadata Extracted
      • Dagster
        • Dagster Metadata Extracted
      • Fivetran
        • Fivetran Metadata Extracted
      • Glue
        • Glue Metadata Extracted
      • Hightouch
        • Hightouch Metadata Extracted
      • Apache Kafka
        • Apache Kafka Metadata Extracted
      • Confluent Cloud
        • Confluent Cloud Metadata Extracted
      • Polytomic
        • Polytomic Metadata Extracted
      • Matillion
        • Matillion Metadata Extracted
      • Airbyte
        • Airbyte Extracted Metadata
      • Informatica
        • Informatica Metadata Extracted
      • Azure Data Factory
        • Azure Data Factory Metadata Extracted
    • Data Transformation Tools
      • dbt
        • dbt Cloud
          • dbt Cloud Metadata Extracted
        • dbt Core
          • dbt Core Metadata Extracted
      • Coalesce
        • Coalesce Metadata Extracted
    • Data Quality Tools
      • Cyera
      • Dataplex
        • Dataplex Metadata Extracted
      • Great Expectations
        • Great Expectations Metadata Extracted
      • Monte Carlo
        • Monte Carlo Metadata Extracted
      • Soda
        • Soda Metadata Extracted
    • Data Lakes
      • Google Cloud Storage
        • GCS Metadata Extracted
      • AWS S3
        • S3 Metadata Extracted
    • Query Engines
      • Trino
        • Trino Metadata Extracted
    • Custom Integrations
      • File Upload
        • CSV File Format
        • JSONL File Format
        • Maintain your Resources
      • Marketplace
        • Secoda SDK
        • Upload and Connect your Marketplace Integration
        • Publish the Integration
        • Example Integrations
      • Secoda Fields Explained
    • Security
      • Connecting via Reverse SSH Tunnel
      • Connecting via SSH Tunnel
      • Connecting via VPC Peering
      • Connecting via AWS Cross Account Role
      • Connecting via AWS PrivateLink
        • Snowflake via AWS PrivateLink
        • AWS Service via AWS PrivateLink
      • Recommendations to Improve SSH Tunnel Concurrency on SSH Bastion
    • Push Metadata to Source
  • Extensions
    • Chrome
    • Confluence
      • Confluence Metadata Extracted
      • Confluence best practices
    • Git
    • GitHub
    • Jira
      • Jira Metadata Extracted
    • Linear
    • Microsoft Teams
    • PagerDuty
    • Slack
      • Slack user guide
  • Features
    • Access Requests
    • Activity Log
    • Analytics
    • Announcements
    • Audit Log
    • Automations
      • Automations Use Cases
    • Archive
    • Bookmarks
    • Catalog
    • Collections
    • Column Profiling
    • Data Previews
    • Data Quality Score
    • Documents
      • Comments
      • Embeddings
    • Filters
    • Glossary
    • Homepage
    • Inbox
    • Lineage
      • Manual Lineage
    • Metrics
    • Monitors
      • Monitoring Use Cases
    • Notifications
    • Policies
    • Popularity
    • Publishing
    • Queries
      • Query Blocks
        • Chart Blocks
      • Extracted Queries
    • Questions
    • Search
    • Secoda AI
      • Secoda AI User Guide
      • Secoda AI Use Cases
      • Secoda AI Security FAQs
      • Secoda MCP Server
    • Sharing
    • Views
  • Enterprise
    • SAML
      • Okta SAML
      • OneLogin SAML
      • Microsoft Azure AD SAML
      • Google SAML
      • SCIM
      • SAML Attributes
    • Self-Hosted
      • Additional Resources
        • Additional Environment Variables
          • PowerBI OAuth Application (on-premise)
          • Google OAuth Application (on-premise)
          • Github Application (on-premise)
          • OpenAI API Key Creation (on-premise)
          • AWS Bucket with Access Keys (on-premise)
        • TLS/SSL (Docker compose)
        • Automatic Updates (Docker compose)
        • Backups (Docker compose)
        • Outbound Connections
      • Self-Hosted Changelog
    • SIEM
      • Google Chronicle
  • API
    • Get Started
    • Authentication
    • Example Workflows
    • API Reference
      • Getting Started
      • Helpful Information
      • Audit Logs
      • Charts
      • Collections
      • Columns
      • Custom Properties
      • Dashboards
      • Databases
      • Documents
      • Events
      • Groups
      • Integrations
      • Lineage
      • Monitors
      • Resources
      • Schemas
      • Tables
      • Tags
      • Teams
      • Users
      • Questions
      • Queries
      • Getting Started
      • Helpful Information
      • Audit Logs
      • Charts
      • Collections
      • Columns
      • Custom Properties
      • Dashboards
      • Databases
      • Documents
      • Events
      • Groups
      • Integrations
      • Lineage
      • Monitors
      • Resources
      • Schemas
      • Tables
      • Tags
      • Teams
      • Users
      • Questions
      • Queries
  • FAQ
  • Policies
    • Terms of Use
    • Secoda AI Terms
    • Master Subscription Agreement
    • Privacy Policy
    • Security Policy
    • Accessibility Statement
    • Data Processing Agreement
    • Subprocessors
    • Service Level Agreement
    • Bug Bounty Program
  • System Status
  • Changelog
Powered by GitBook
On this page
  • Overview
  • Filtering your Search
  • Filter categories
  • Build filters with operators
  • AI Filters
  • Create views
  • Advanced Filtering Capabilities
  • Applying Filters in Catalog
  • Use Case: Filtering for Undocumented Resources

Was this helpful?

  1. Features

Filters

Streamline your data discovery by applying tailored filters to efficiently navigate and manage resources in Secoda.

Last updated 5 months ago

Was this helpful?

Overview

Filters are powerful tools in Secoda that enhance your ability to efficiently explore and access metadata. This guide explains how to set up and effectively use filters in both the Catalog and Search functions.

Filtering your Search

Use Secoda's Search function to apply filters and narrow down your results. This is particularly useful when searching for specific data characteristics across your entire database.

Filtering Search

Filter categories

In Secoda, you can apply filters based on the following categories:

Type
Filters

Resource characteristics

Type, Integration, Related, Quality

Metadata properties

Title, Description, Tags, Status, Priority, Published, Collections, Owners, Governance, Verification, Teams

Temporal filters

Created time, Updated time, Externally updated time

Source filters

Metadata source, Group, Schema, Database, Table

Build filters with operators

Once you add a filter, refine it with operators. The filter type itself cannot be changed, but you can modify other components of the filter to tweak your query. For example, a filter for "Owner is ainslie@secoda.co" can be adjusted as follows:

  • Clicking on "is" allows you to change the operator to "is not" or "is not set".

  • Clicking on "ainslie@secoda.co" will display a selectable list to modify the owner.

We support the following operators in Secoda, which will show up depending on the type of filter and selections:

  • is, is not, and is not set when one option is included in the filter.

  • is any of, is not and is not set when multiple options are included in the filter.

  • is on or before or after for date-related filters.

AI Filters

With AI Filters, you can filter your data using plain language, making it easier to find exactly what you need. Simply select "AI Filters" and type out what you'd like to see. This limits the amount of clicking and searching, saving you valuable time.

Create views

Consider saving your filters with Views to streamline your workflow, particularly if you frequently revisit specific datasets. Saved views can be quickly accessed, reducing the time spent reapplying the same filters.

Advanced Filtering Capabilities

  • Nested Search in Filters: We've added nested search capabilities to filters. For instance, you can directly search for a user's name without having to navigate through "Owners" first. This makes it quicker and more intuitive to find specific entries.

  • Keyboard Shortcuts for Filters: To improve efficiency, you can now use the keyboard shortcut '(f)' to open filters and navigate through them with ease.

  • Combining Filters: Combine multiple filters for more precise data retrieval. For instance, you can combine filters for 'Owners' and 'Status' to track recent changes by specific team members.

  • Using Boolean Operators: Incorporate operators such as IS, IS NOT for complex searches that require a combination of conditions.

Applying Filters in Catalog

To utilize the advanced filtering capabilities:

  1. Access Filters:

    • Go to any section where Filters can be applied, such as the Catalog, Collections, Metrics, Dictionary, Documents, or Questions. For this example, we'll use the Catalog.

    • Click 'Add filter' above the table and begin typing to add or adjust filters without pre-selecting a category. Tip: You can type a value like "Snowflake" instead of having to click through "Integrations" + find and click Snowflake.

    • Alternatively, click on the column header that corresponds to the metadata type you want to filter (e.g., Integration, Type, Owners).

  2. View Filtering Options:

    • Upon clicking the column header, a menu will appear offering several actions:

      • Sort Ascending/Descending: Order the metadata based on the selected column.

      • Add Filter: Customize your view by selecting specific criteria. This option is particularly useful for narrowing down your data visibility according to specific requirements.

  3. Apply Filters:

    • Select ‘Add Filter’ and choose the desired criteria from the list to refine your Catalog view.

Use Case: Filtering for Undocumented Resources

Filters can be used to identify resources that have not yet been documented in the workspace.

For example, to find resources without descriptions:

  1. Click into the Catalog.

  2. Navigate to the 'Description' metadata column.

  3. Select 'Add filter' and 'is not set' to filter and display resources that lack descriptions.

Next you can apply descriptions in bulk using the AI Description Editor!

Advanced filtering in Search
Accessing Filters
Filtering Options
Filtering for Description 'is not set'
AI Filters