CMS Views

Recent

The Recent panel will display content items that you've recently accessed.

  • Here you'll see your top 40 most recently opened items
  • From the Recent panel, you can open content items by clicking on them, and you can open content item's Actions Panels, and view Lineage
  • You can view recent items in list or detail view, filter by module, and search

Explorer

  • Navigate the content folder tree to view content items assigned to your role
  • View a list or detail view of content items
  • Add folders
  • Filter by module
  • Search for items using the search bar
  • Open an item's Actions Panels
  • Open an item's context menu
  • Enterprise Admins can view deleted items, and decide whether to purge (delete forever) or restore them

Click here to learn more about the functions available from the Content Explorer.

Most Used

The Most Used panel displays your most used content items.

  • A maximum of 40 content items will be displayed
  • These are your top 40 most used items
  • Items in the Most used panel can viewed in list or detail view, and can be filtered by the application module
  • You can search an item using the search bar
  • Click on a content item to open it
  • You can open the Actions Panel for content items from the Most Used panel, and view Lineage

Favorites

Displays items that you've added to your favorites list. You can add an item to favorites:

  • By clicking 'Add to Favorites' from the content item's context menu in the CMS
  • From the content item's Metadata panel

From the Favorites panel you can:

  • Click on a content item to open it
  • Open an item's Actions Panel
  • Remove an item from Favorites by click the Remove From Favorites button in the item's Metadata panel
  • View an item's lineage
  • Use the list or detail view, filter by module, and search using the search bar

User Recommended

The top 40 recommended items, from Public and Workgroup content:

  • This will include the 40 items with the highest rating, rated by all users
  • Click on a content item to open it

Search

  • Select the required view: either Detail View, List View, or Lineage
  • Click the modules icon to select or deselect the required modules
  • Enter your search term in the search bar
  • Choose a search parameter from the drop down box, to match your search term
  • Tag Search: check this option to search for content tags
  • Advanced Search: check this option to use advanced search functions
    • Select a data model from the drop down
    • Click the Date button, and from the dialog, choose the relevant search option (Create Date, Modified Date, or Modified By)

Auto Recommended

  • Displays items recommended by a machine learning algorithm called the recommendation engine
  • The recommendation engine uses a machine learning algorithm to recommend content items that users are likely to be interested in viewing
  • Click on a content item to open it
  • Open an item's Actions Panel
  • View an item's lineage
  • Use the list or detail view, filter by module, and search using the search bar

Materialized

  • Set security by assigning roles to materialized servers, databases, and data models
  • You can also assign roles to hierarchies, measures, and members within a data model
  • For more information about security and roles, see Data Source Role Access & Security, and review the Source Manager.