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UI: Navigation

Switching Modules

Select from the module pane to the left of the grids to switch between modules.

Moving Through Modules

Navigate across modules through side bar


Search for Qlik Catalogobjects:

  • Search field indicates what level source will be searched (sources, entities, or fields)
  • Search is case insensitive
  • Fuzzy search is enabled

Searching sources, entities, or fields

Object level indicated with underscore is searched


Change what is seen on the Qlik Catalog view:

  • Check the desired field to populate it in the view
  • Uncheck the field to remove it from the view
  • Customize screen display to find relevant metadata quickly
  • Use profile settings to set preferences by grid
  • Filter column options are module-specific (below are specific to the discover module)

Customizing grid view

Columns with checks in grid filter will display

Page navigation

Horizontal Scroll: More object attributes can be seen by scrolling horizontally whem all columns do not fit on the screen. The horizontal scroll bar is at the bottom of the screen; right and left keyboard arrows will also display more columns.

Vertical Scroll: The vertical scroll bar will display more rows. Use the page scroll to access the next or previous pages.

Page Scroll: Scroll forward or backward to other pages, from the start to the end of the dataset:

Page navigation icons
icon description
icon to first page Brings user to first page
icon go to previous page Brings user to previous page
icon go to next page Brings user to next page
icon go to last page Brings user to last page

Navigation through a page

Vertical and horizontal scroll bars, page navigation callouts

Object hierarchy: Drill-in

At the highest level, source hierarchies contain sources. Source hierarchies can include various source types, such as XML and Mainframe, which can be saved to the same hierarchy.

Sources contain entities or QVD entities originating from the same parent source and sharing upstream lineage and connection information. Sources are of type: QVD, JDBC, File, Mainframe, JSON, or XML and all entities within the sources are of the same type.

Entities contain fields, defined by unique structural and qualitative metadata.

When users drill in to the following objects by clicking on icon view (view) icon they transition to the lower objects:hierarchy --> sources-->entities-->fields

Select name of Source Hierarchy to view sources within it.

Source hierarchy

Clicking on source hierarchy name will display all sources within that hierarchy.

From Sources tab, select the icon view entities (view) icon to display entities within that source.

Source entities

Drill in on view entities icon to display entities in the source

From Entities tab, select the icon view entities (view) icon to display fields within that entity.

Entities options

Drill in on view fields icon to display fields in the entity

From Fields tab:

Select the icon edit properties (edit) icon to view details and Properties.

Select the icon sample data (sample) icon to view Sample Data.

Click More to view and edit: General Info, Properties, Lineage, Tags, Comments, View Data Distribution.

Field Options

Icons and options from fields grid



UI icon description


Actions: select available actions

icon available actions


icon dataset

Edit: view and edit metadata

icon view and edit

Entity icon in Dataset

icon entity represented in dataset

Filter:   on available criteria

icon filter

Sample: (view sample data)

icon data sample

Refresh: data, logs, object

icon refresh

Search: enter search term

icon search

Source Hierarchy

icon source hierarchy

Source icon in Dataset

icon source in dataset

View: drill-in view lower objects

icon view child objects

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