Creating Relationships Between Objects in the Data Catalog in Bulk

You can create relationships between objects in your data dictionary in bulk using the Bulk Import option in the Global Settings menu. These objects can be either Terms or Data Assets. To do this, simply download the Create Relationships template, fill out the fields as described, and upload the completed template.

To create relationships in Bulk

  1. On the Data Catalog menu, select Settings.

    The Global Settings screen appears.

  2. From the Data Import section, select Import Templates.

    The Import Templates screen appears.

  3. On the Create Relationships tile, click the Download button.

    Create relationships tile
  4. Complete the fields in the spreadsheet.
    Note:

    The Source Object Type, Relationship Name, and Target Object Type must exactly match an option from the Options tab.

    Data Assets are classified as Metadata.

    Tab

    Field

    Description

    Relationships

    Source Object Name

    Name of the source object. (Optional)

    Source Object ID

    ID of the source object.

    Source Object Type

    Source Object Type.

    Relationship Name

    Type of relationship.

    Target Object Name

    Name of the target object. (Optional)

    Target Object ID

    ID of the target object.

    Target Object Type

    Target Object Type.

    Options

    Source Object Type

    List of source Object Types

    Relationship Name

    List of Relationship Types

    Target Object Type

    List of target Object Types
  5. Once you have completed the template, select Bulk Import from the Global Settings menu.

    The Bulk Import screen appears.

  6. Click the New Import button.

    The New Import modal appears.

  7. Fill out the fields and attach the completed template file.

    New import modal
    Field
    Description
    Import Name

    Enter a name for the import.

    Import Description

    Enter a description for the import.

    Import Type

    Select Create Relationships.

    File

    Upload the import spreadsheet file.

  8. Click the Submit button.