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Workbook Lineage

Workbook lineage traces the data back from its original source, showing any materialized views along the way. Workbook lineage focuses on a specific workbook and illustrates its data origins. It displays:

  • The underlying data source(s) that provide the data for the workbook.
  • Any intermediate materialized views (which are also workbooks created from published queries) that might sit between the original data source and the final workbook. These represent pre-calculated or transformed datasets used by the workbook.
  • The specific tables and columns from these sources that are used within the workbook.

To access Workbook Lineage, do the following:

  1. On the Home page, from the left navigation panel, click Workspace and from the list of workspaces, open the workspace where the workbook that you want to edit is located.
  2. Click the Workbook tab and select the required workbook.
  3. Click the Settings button on the top and select View Lineage. A graphical view will appear, showing the data source(s) and any intermediate materialized views (workbooks created from published queries) that feed into the current workbook.
  4. Currently, the representation might show a single node for the underlying data source where all materialized views/workbooks are stored. Each workbook is essentially a table within this data source. Clicking on a workbook node will display the specific columns of that workbook and their corresponding source columns.