Business Glossary

Business Glossary is a centralized repository to define and clarify the meaning of terms, concepts, and metrics used within the organization. It is used to add meaning to data assets in accordance with business field by assigning responsible employees. Business Glossary menu includes Glossaries, Categories and Terms submenus.

Glossaries

Glossaries menu is used to view Business Glossaries as a list with Name, Short Description, Long Description and Domain details. It allows the creation of new glossaries, uploading a glossary, exporting glossary, and searching/filtering existing glossaries.

Upload Glossary

To upload a glossary, click the Upload Glossary button. Select the separator type, upload the glossary file, and then click Save.

Note

• You can use Download Sample to download a sample file and see the required format for your upload.
• When the Overwrite Existing Record checkbox is checked, the existing record is replaced with the new record.

Export Glossary as XLSX/CSV

It allows users to download the glossary in either XLSX or CSV format for offline access, data sharing, or further editing.  

New Glossary

To create a new Glossary, click + New Glossary button from the top of the window. Enter Name, Short Description,Long Description, and Domain fields, then click Save.

 

Edit Glossary

To edit a glossary, click on Edit button that appears when you hover over the relevant glossary. After editing the related fields, click Save to save the changes.  

Categories

Categories menu is used to view categories as a hierarchical list with Name, Short Description, Long Description, Parent, Domain and Terms. It allows the creation of new categories and the editing, deleting, and filtering of existing ones.

Note

Although categories are related as a subset of the glossaries, they are not a superset of terms, since some terms might be directly assigned to a parent Glossary. Categories can have parent and child categories such as Accounting being the parent category, Cost Accounting can be the child category.

New Category

To create a new Category, click + New Category button from the top of the window. Enter the Glossary, Parent, Name, Short Description, and Long Description fields, then click Save.

 

Edit Category

To edit a category, select the relevant category from the left panel and click the Edit button. After editing the related fields, click Save to save the changes.

Add Sub Category

To add a Sub Category, select the relevant category from the left panel and click the + button. In the opened page, select the relevant glossary and parent, enter the Name and Descriptions, then click the Save button.

Terms

Terms menu is used to view terms as a list with Name, Short Description, Long Description, Parent, Domain, Categories, Group, Owner, Classifications, and Labels. It allows the creation new terms and the editing/filtering existing ones.

Note

Terms can be assigned to both glossaries and categories but association with a category is optional since some terms can be directly relevant to the glossary itself regardless of category.

List View

It is used to display terms in the list view.

New Term

To create a new Term, click + New Term button from the top of the window. Enter Parent, Name, Short Description, and Long Description fields, then click Save.

Edit Term

To edit a term, select the relevant term and click the Edit button. After editing the related fields, click Save to save the changes.