Viewing diagrams in Portal

You can view your ERD diagram in directly in Portal, to aid in quick understanding of your data source's and asset's structure. Viewable diagrams can be accessed in the object's Diagram tab.

Navigating the Diagram

Relationships between objects are represented using Crow's foot notation. Relationships between object within your data source are represented as links. They can be drawn either with a solid line (for automatically extracted connections) or a dashed line (for those added manually).

Connections on a diagram

Clicking a link highlights it, along with the columns involved in the relationship it represents.

Alternatively, clicking the object itself will highlight all links to and from it.

Diagrams for larger databases can be quite extensive. As such, it is possible that only a part of a diagram can be viewed at a time. You can navigate through larger diagrams by clicking and dragging on the screen — this will allow you to glide through the diagram and see its other sections. Additionally, you can consult a smaller viewbox located in the bottom left corner, to see which snippet of a diagram you are currently viewing.

Additionally, you can zoom in and out from the current view using your mouse's scrollbar, or the dedicated navigation bar in the bottom right part of a screen. The viewport button [A] lets you adjust the diagram to the viewport's size, while the plus [B] and minus [C] buttons let you zoom in and out respectively.

Searching

The search bar in diagram's top left corner allows you to look for your objects, looking both through their names, and the names of their columns.

Unrelated objects

Some objects in a database can have no relationships with other objects. Those objects are displayed in a rightmost section of a diagram, and have no links.

Relations Panel

ERD diagrams basically map dependencies between tables that result from key relationships.

In the Diagram view, you can also easily lookup the relationships between tables in your database. To start viewing them, click the Relations panel button.

The panel will be displayed in the bottom part of the screen by default; however, you can modify its position using dedicated buttons.

By default, all relations are displayed; however, if you choose to highlight a specific object, only relationships related to it will be shown.

Diagram settings

You can also modify what information is displayed, and in what manner, using the options icon in the top right part of a Diagram view.

In the settings you can:

• decide whether all columns or only the columns relevant for the diagram are displayed for each object
• decide which (if any) of the object badges are shown
• group the objects of your diagram
• decide whether to show unrelated objects

Grouping

The Grouping section in settings allows you to visually cluster objects in the diagram based on:

• their shared database schema information
• their shared categorization (same Business Domain, Data Domain, Area or Data Product).

Different groupings are marked as different coloured boxes, containing their respective object.

Only one grouping filter can be applied at a time — so you can group objects by either their database schema or Data Products they are linked to, but not both at the same time.

Indicators on Diagrams

Different nodes of an ERD diagram represent different objects. Those objects can have different significance in your organization — some might contain essential data, while others might require frequent checks to ensure that their data is correct. This information should be easily accessible to users. This is why object nodes in ERD diagrams can display this information as badges.

Data Quality

If your object has any Data Quality Rule instances assigned, an indicator in the top right corner of its node will allow you to quickly preview the status of the Data Quality checks. A green indicator signals that all checks have passed, while a red one alarms that at least one failed.

Data Quality Indicators

Hovering over an indicator will trigger a tooltip that lets you navigate directly to Data Quality tab to investigate the results.

Data Classification

Results of your Data Classification assignments are represented as pill-badges underneath an object's name. Each Badge displays the name of an applied Data Classification Protocol.

Hovering over an indicator shows the object's classified columns along with the category they received and its sensitivity level.

If more than two classification protocols apply to an object, some of them will be hidden by default, under a + sign. Hovering over it reveals the rest of the classifications.

Badges

[User-assigned badges] are also displayed on diagram nodes.

Hovering over a badge shows the badge's name, and the user who assigned it.

If one user added multiple badges, only their name will be displayed; badges' names will be omitted.

Asset Diagrams

ERD Diagrams are also available for single assets. In general, they follow the same conventions as database diagrams, with a few differences.

References

Asset diagrams mark referenced and referencing sources differently. A referenced source is one the current asset draws a column from, while a referencing source is one that draws from the current asset. Dataedo marks referenced sources in purple, and referencing sources in light blue.

Some objects can serve as a referenced or referencing source for other assets too. These relations are marked by coloured arrows. Hovering over them reveals the list of other related sources.

Extending asset diagrams

Just like Lineage Diagrams, ER-Diagrams for Assets also start only int the most local scope of an asset (most immediate referenced and referencing sources). If you want to expand the ERD context, you can do it using buttons at the edge of a diagram node.