Workbook Data Lineage (Beta)

Workbook lineage refers to the ancestry and relationships between data elements in a workbook. All workbooks contain a lineage display, allowing you to oversee and navigate these relationships. 

A few use cases for data lineage include:

  • Determining how changes to a data element will affect any child elements
  • Determining the location from where unexpected data is coming / being calculated
  • Cleaning up existing workbooks to remove unused or redundant elements or calculations
  • Diagnosing the source of data and/or permission errors

This article covers how to view and navigate any workbook’s lineage display.

This feature is currently in beta. Beta features are subject to quick, iterative changes. As a result, this document may not reflect the most current version.

Summary of Content

Requirements
View Workbook Lineage
View Lineage by Workbook Page
Open Lineage for a Specific Element
Navigate to a Workbook Element from its Lineage
Related Resources

Requirements

  • To view a workbook's lineage, you must have Can Edit access to the individual workbook.

View Workbook Lineage

Before you start: This action is only available in edit mode. To begin editing, click Edit in the top right corner of the page. Learn more

  1. Click the lineage icon (Screen_Shot_2022-01-05_at_10.16.12_AM.png), located near the bottom of the workbook’s sidebar.
    Screen_Shot_2022-01-05_at_10.11.38_AM.png
    This will open the workbook’s lineage display.
    Screen_Shot_2022-02-02_at_6.02.26_PM.png

Now what?

View Lineage by Workbook Page

Before you start: This action is only available in edit mode. To begin editing, click Edit in the top right corner of the page. Learn more

  1. Open the workbook’s lineage display from the workbook’s sidebar.
  2. Click the dropdown menu located in the top right corner of the page.
    By default, it is set to Show all elements.
  3. Select a workbook page from the menu.
    Screen_Shot_2022-02-02_at_6.03.50_PM.png
    The display will then show only elements of the selected page.
    Screen_Shot_2022-02-02_at_6.04.20_PM.png

Open Lineage for a Specific Element

Before you start: This action is only available in edit mode. To begin editing, click Edit in the top right corner of the page. Learn more

  1. Hover your cursor over the element.
  2. Click the vertical ••• icon button in the element’s inline toolbar.
  3. Select View lineage.
    Screen_Shot_2022-02-02_at_6.06.36_PM.png

 

Navigate to a Workbook Element from its Lineage

Before you start: This action is only available in edit mode. To begin editing, click Edit in the top right corner of the page. Learn more

  1. Open the workbook’s lineage display from the workbook’s sidebar.
  2. Click the element’s indicator.
    When selected, an indicator is highlighted. It’s also displayed on the right side of the screen.
  3. On the right side of the page click View element.
    Screen_Shot_2022-02-02_at_6.08.43_PM.png

Related Resources

Intro to Data Elements