Core Platform: BI Portal

Metadata & Glossary

Attach metadata from any source to the relevant reports

Diagram showing how data flows and connects across sources, reports, and dashboards

Lineage

Track how your data connects across sources, reports, and dashboards.

Table displaying business-specific metadata fields such as data classification, PII status, and source system

Custom Fields

Add context and business-specific details to your reports.

Business Glossary

Define and manage consistent definitions for metrics and business terms.

Interface for defining and managing standardized business terms for metrics and dimensions

Data Catalog Sync

Sync glossary terms and report metadata with your enterprise data catalog.

Diagram illustrating synchronization of glossary terms and report metadata with an enterprise data catalog

Lineage

Track how your data connects across sources, reports, and dashboards. Understand sources of data and where reports are getting distributed.

Custom Fields

Add context and business-specific details to your reports. Custom Fields let you capture ownership, classification, and other key attributes to improve governance and data literacy.

Business Glossary

Govern your content by defining and managing key business terms and definitions with a structured Glossary. Apply them consistently across reports and datasets to ensure clarity and facilitate better decision-making.

Tagging

Tagging content aids users with search and discovery. Customizable tags enable flexible grouping and filtering of reports and dashboards.

Data Catalog Sync

Sync glossary terms and report metadata with your enterprise data catalog. Keep data documentation consistent and up-to-date.

Metadata Propagation

Metadata Propagation enables you to leverage the table-level metadata stored within your corporate data catalog. By syncing information from tables and columns and automatically associating it via lineage with the relevant reports and dashboards, you can ensure that relevant metadata is displayed at the point of report consumption.