# Worksheets [](https://help.qlik.com/talend/en-US/talend-data-catalog/Content/user-guide/explore/worksheets.htm) ## Overview Worksheets provides metadata reporting capabilities where both search and browse (as well as a direct link in the OBJECTS menu) lead to a common worksheet page: * One may start from search and then migrating to a worksheet allows for simple text filtering as a basis for a worksheet (e.g. customer) * One may easily start from a category (e.g. database / tables) * One may save and share worksheets so that other users may quickly reproduce and build on earlier queries/filtering/column selections * Direct access to a default worksheet does not predefine anything. The worksheet capabilities offer you the ability to select multiple object types (e.g. database / tables + Flat files) and subset by model (My Data lake + Sales DW database) before drilling down with a large number of filters: Information note Filtering is available on a number of properties of an object, includingg most all properties which may be included as columns in a worksheet. Filters of particular note are detailed individually. Worksheets can be reused and shared using the Share functionality. However, one may also do so by saving the URL as favorites (further versions will support full report management within the application). ### Search Worksheet by Category You may also **Steps** 1. Select **WORKSHEETS > CATEGORIES** and pick an object category to build a worksheet. Information note You have created a transient search worksheet. **Example** Sign in as Administrator and go to **WORKSHEETS > CATEGORIES > File > Fields** and enter a **NAME** and **DEFINITION**. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image100.png) ## Create a Worksheet To build a worksheet, you generally begin by searching. You may also go straight to the create option on the manage worksheets page. There are several options available for creating as worksheet. ### Create a Worksheet from the Worksheets Menu. In this way you are creating a full worksheet (not the limited search worksheet). **Steps** 1. Sign in as a user with the **[Worksheet](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/administration-and-system-management/manage-users-and-authentication.htm) Customization** [capability global role assignment](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/administration-and-system-management/manage-global-roles.htm). 2. Select **WORKSHEETS > New Worksheet** from the header. 3. Enter a **NAME** and **DEFINITION** for the worksheet. Information note You have created a new worksheet object, not simply a transient search worksheet. **Example** Sign in as Administrator and go to **WORKSHEETS > New Worksheet** and enter a **NAME** and **DEFINITION**. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image101.png) ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image102.png) Information note You are presented with an empty worksheet. Refresh to see a default worksheet. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image103.png) ### Create a Worksheet from Immediate Search You may always use the [search to create a search worksheet](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/search.htm), which you may then open as a complete worksheet. **Steps** 1. Enter text in the **Search** text box in the upper right. 2. Click **ENTER** **Example** Enter > cust in the **Search** text box in the upper right and press **ENTER**. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image104.png) Information note The current search worksheet selected in the pull-down to the left of the search text box in the upper right (in this case it is **All Objects**) forms the basis or scope of the search. ### Create a Worksheet with Objects Search You may also select **OBJECTS > Search** to begin working on a worksheet where you have an empty results and may filter from there. ## Open a Worksheet To open a worksheet, there are three main methods: * Creating a new worksheet * Searching * Opening an existing saved worksheet **Steps** 1. Sign in as a user with the **[Worksheet](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/administration-and-system-management/manage-users-and-authentication.htm) Customization** [capability global role assignment](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/administration-and-system-management/manage-global-roles.htm). 2. Go to the **WORKSHEETS** menu. From here you may: * Explore for saved worksheets * Manage saved worksheets * See FAVORITES and / or **RECENTLY VIEWED** worksheets * Create a new worksheet scoped by CATEGORIES of objects. ## Explore Worksheets Sign in as Administrator and go to **WORKSHEETS** > **Manage**. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image105.png) ## Results Panel in a Worksheet Whether editing a saved worksheet or simply working with a search result that is presented as a worksheet, this is the common environment for filtering and manipulating that worksheet. **Steps** 1. Open a worksheet by any of the create methods detailed., or go to * **WORKSHEETS > Manage**, * **WORKSHEETS > Favorites >**, * **WORKSHEETS > Recent >**. From here you may: * Page through the results using the first, previous, next and last controls above the results. * Expand the **Filters** panel on the left to add additional filters. * Expand the Details panel on the right to view details about the selected result line. * Click on the option icons: * Click **Refresh** to redisplay with all the latest filters and configuration details * Click **Download as CSV** to produce a CSV file of the results reflecting the filters, columns, sort order and other configuration details. * Click **Configure Columns** to add/remove heading columns from the worksheet. * Click **Configure Sort** to specify sort order by columns. * Click **Display Options** for the worksheet, including: * **ITEMS PER PAGE** to control the number of results per page in the UI * **DISPAY MODE** to toggle among the **List** mode (with name and definition) the **Grid** mode (allowing multiple header columns and sort order by column) and the **Card** mode (individual cards for each object along with property values for each header column) * **DETAILS PANEL** to toggle between showing only the equivalent of the **Overview** tab of the [object page](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/analyze/object-page.htm) or **Full** to show the entire [object page](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/analyze/object-page.htm) for the selection in the Details panel (on the right). * **RELATED OBJECT DEPTH** to specify the patch depth to display for relationship worksheet column contents or **Full** to show the entire path. * **SHOW CURRENT QUERY** to toggle the display of the filter Metadata Query Language (MQL). * **ENABLE WORD WRAP** to toggle the display of multiple lines per result item in **Grid** model. Information note These worksheet preferences are stored in the worksheet itself. Thus, when you save, share, or capture a URL of a worksheet or use it in a dashboard, etc., it maintains these preferences until updated. * Click the More actions icon in the far right of the header to select the following: * Get Sharable Link for a worksheet Information note There is currently no [REST API method](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/web-url-based-tool-integration-open-in-tool/open-in-ibm-cognos.htm) to download a worksheet to a CSV file. This limitation is because the methods to execute a query, e.g. > /entities/executeMQLQuery , already exist in the REST API producing a JSON output of what would be contained in an equivalent worksheet. * **Save AS** a [saved (and sharable) worksheet](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/worksheets.htm#_Save_a_Worksheet). ### Editing cells If you have sufficient permission, you may edit cells in the metadata results. To do this, either double-click that cell or right-click and select Edit. You may then use the Tab and Enter keys to traverse the grid for editing further. ### Curating rows You may click the Certify, Endorse and/or Warn icons for any row. ### Bulk Editing Multi-select: You may select more than one row (Shift-click, Ctrl-click, etc.). With this feature one may apply an action to all of the selected rows. Only those actions available to ALL of the selected rows will be presented. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image106.png) For all the selected objects, you may bulk edit: * Common Attributes that apply to all object types, including [curation](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/data-cataloging/social-curation.htm) * Custom attributes available to all the objects * Basic **Object Attributes** that apply to all the objects. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image107.png) Information note You may also add multi-selections to a [collection](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/collections.htm) ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image108.png) #### Special Bulk Edit Example ##### Responsibilities You may edit the [object role responsibility assignments](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/administration-and-system-management/manage-object-roles.htm) for multiple items in a worksheet. To do so, select multiple items and right-click one and select Edit Responsibilities. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image109.png) Information note Bulk editing of stewardship is handled this way as stewardship is assigned via assignment of the **Steward** [object role](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/administration-and-system-management/manage-object-roles.htm). In addition, in earlier versions of the production, stewards were the ones notified of changes to model. This is no longer the case. Instead, [watchers are notified of changes to models](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/administration-and-system-management/manage-tool-integration.htm) when enabled. The migration from stewards to watchers is performed automatically on upgrade from previous versions and thus all stewards become watchers. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image110.png) Click **ADD ROLE** and select **Steward** as the role to add. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image111.png) Information note As you are editing multiple objects and multiple responsibilities, any changes you make will apply identically to ALL the objects. However, you may control whether the new role assignment replaces, extends for removes a current role assignment. We want to simply assign the **Steward** role to **Stu** *in addition to* (adding) whatever other assignments are there, so click **Add**. Click **EDIT** and select **Stu (Stewart Steward)**. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image112.png) Click **OK**. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image113.png) and again click **OK** to commit all changes. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image114.png) Information note Now, **Stu** is assigned the object role of **Steward** to all the selected objects. ### Specify Columns You may control the heading columns displayed in the Grid view and properties in the Card view of a worksheet. **Steps** 1. Open a worksheet by: Select the worksheet to use from the pick lists: ``` - Favorites - Recent - Personal - Shared with me ``` 1. Click **Configure Columns**. 2. Pick columns to display Information note You may sort by any number of columns. Click **OK**. **Example** Open a the **Non Certified Terms** worksheet. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image451.png) Click **Configure Columns** and pick the Commented By column to display: ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image450.png) Information note The category is displayed next to the **ATTRIBUTE** names to make it easier to identify what it is. In addition, there is a info icon which provide a definition. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image453.png) Click **OK**. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image452.png) ### Specify Sort Direction You may also sort the results by these heading columns. ### Specify Heading Columns to Include in a Worksheet Click the **Configure Columns** icon to add/remove columns from the worksheet Select the columns you wish to add from the available columns side and click the **Add selected column(s)** icon. Select the columns you wish to remove from the Select columns side and click the **Remove selected column(s)** icon. Remove all the selected columns with the **<<** icon. Information note Any of the filter criteria may also be selected as column values. #### Specify Sort Order of Heading Columns in a Worksheet You may specify the sort order of the worksheet results. Information note Sorting in this manner applies to all the results of the search, not just the page you are viewing. These are the only criteria where you may sort the entire result set, rather than just sorting the page as the column sorting options only apply to the current page in the user interface. In addition, the column included in this ORDER BY option will be remembered when saving or sharing the worksheet or when send the URL to others. **Steps** 1. Open a worksheet by: Select the worksheet to use from the pick lists: ``` - Favorites - Recent - Personal - Shared with me ``` 1. Click **Configure Sort**. 2. Pick columns to sort by Information note You may sort by any number of columns. Some columns are not indexed and thus cannot be sorted on. These will not be selectable and the UI will warn that the column may not be sorted. 3. Specify **Ascending** or **Descending**. 4. Click **OK**. **Example** Go to any worksheet. Click **Configure Sort** and select the **ObjectType** column in **Sort By columns** ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image117.png) Click **OK**. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image118.png) Information note There is a downward pointing arrow in the column header for **ObjectType**, show the sort order. The sort order applies to the complete set of results, in this case, 7543 results, not only to the first 5o displayed. Some columns are not sortable. These are documented in the [Developer's Guide](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/developer-guide/index.htm) as it is a fundamental feature of Metadata Query Language (MQL). If a column does not support sort the UI will provide a temporary dialog to that effect. ![A screenshot of a computer Description automatically generated](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image119.png) Again, click **Configure Sort** and select the **Name** column in **Sort By columns** and specify **Descending.** ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image120.png) Click **OK.** ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image121.png) Information note There are now two arrows, the upward pointing arrow (**Ascending**) on the **Name** and the downward pointing arrow (**Descending**) next to **Object Type**. Note, the number, showin the sort order. ### Column Header Sort You may simply click on a column header to toggle the sort on that column between ascending and descending and relevance order Not attributes may be sorted in the Worksheet. Please refer to the [Object Attributes](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/analyze/object-attributes.htm) section to see details about all attributes which may be used in an ORDER BY clause in the query, i.e., that may be used for sorting the results. To determine those attributes which may be used as a filter, refer to the **Supported in ORDER BY** column header of the list of attributes. ### Display Mode Grid, List or Card Mode [](https://help.qlik.com/talend/en-US/talend-data-catalog/Content/user-guide/explore/worksheets.htm)One may toggle among presenting the results as a simple collection, as a spreadsheet-like grid, or as a set of cards, one for each result object. TDC provides a rich set of features to manage the columns in a grid and allows for editing of the cells just as with a spreadsheet. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image122.png) #### Grid Mode ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image123.png) #### List Mode ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image124.png) #### Card Mode ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image460.png) Information note Including a relationship (e.g. Contains) in card mode will show all the contained objects. In this case, we see all the sub terms in a term. Or, one could see all the columns in a result of tables. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image462.png) The Card Size option allows you to select the relative size of the cards. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image461.png) ### Related Object Depth You can specify the depth of path that is displayed for any worksheet column that show a relationship (e.g., **Is Defined By**) in order to identify where this related object is located in the repository. **Steps** 1. Open a worksheet (search or otherwise). 2. In the **Results** panel click the **Configure Columns** icon and add a relationship based column. 3. Click **Display Options** > **RELATED OBJECT DEPTH** and select the path depth to display. **Example** Sign in as **Administrator** and select **WORKSHEETS** > **Dataset** > **Data Attribute**s. Add a filter on Is Defined By and specify exists. Then click the **Configure Columns** icon to add the Is Defined By relationships as a worksheet column. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image480.png) Click **Display Options** > **RELATED OBJECT DEPTH** and select **Full** as the path depth to display. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image481.png) And the path is shown in the **Is Defined By** column. ### Paginated Display and Navigation If the list of objects is long, only a portion of that list is presented. This portion is referred to as a Page. TDC provides a number of common display and navigation tools for these lists. ### Identify distinct values by column You may quickly obtain a list of the distinct values available in the metadata. To do this, right-click a cell in the grid and select that option. **Example** Filter on the **Dataset** objects **Category** and search for > customer . Switch to **Grid** mode. Right-click on the **Object Type** column and select **Distinct Values**. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image127.png) The result is statistics on the distinct values present according to the filters defined: ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image128.png) ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image129.png) ### Show Execution History You can see a history of the queries executed as part of updates to filtering, etc., in a worksheet. **Steps** 1. Open a worksheet (search or otherwise). 2. In the **Results** panel click **Preferences** > **SHOW CURRENT QUERY** 3. Click the Show execution history icon. **Example** ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image130.png) ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image131.png) ### Worksheet Results Preferences ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image132.png) **Steps** 1. Click **Display Options** for the worksheet, including: * **ITEMS PER PAGE** to control the number of results per page in the UI * **DISPAY MODE** to toggle among the **List** mode (with name and definition), **Grid** mode (allowing multiple header columns and sort order by column), and **Card** model * **DETAILS PANEL** to toggle between showing only the equivalent of the **Overview** tab of the [object page](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/analyze/object-page.htm) or **Full** to show the entire [object page](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/analyze/object-page.htm) for the selection in the Details panel (on the right). * **SHOW CURRENT QUERY** to toggle the display of the filter MQL display. * **ENABLE WORD WRAP** to toggle the display of multiple lines per result item in **Grid** model. Information note These worksheet preferences are stored in the worksheet itself. Thus, when you save, share, or capture a URL of a worksheet or use it in a dashboard, etc., it maintains these preferences until updated. You may specify larger limits on the number of items per page and items to export by updating the **Worksheet Export Maximum number of objects** and **Worksheet Maximum number of objects per Page** in Group Preferences for a group that the user is a member of. ## Metadata Filtering in a Worksheet A filter panel can be presented to the left of the results. TDC provides a sophisticated set of post filtering options. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image133.png) Information note You may filter to only those results which have specific values in specific properties. In fact, the category filter drives what attributes are available in the select or filter. With no category filter you may pick from all custom and system attributes. However, profile attributes or relationships are not shown, as there is no scope defined. Those will only be shown once you specify a category filter. ### Filter Preferences You may specify filter **Preferences** including: * **Apply Filters Automatically** – When checked, if you update or define a new filter, the results are updated automatically. Otherwise, the an APPY button appears in the UI and you must click this button to update the results. * **Ignore Connection Objects** – not show objects which are part of connection definitions, such as ETL sources and targets, or BI sources. These are not a part of the actual data store models (databases, files, etc.) and are often not important for data analysis. Information note **Ignore Connection Objects** only removes from the search results those matching objects which are actually contained inside connection models. Simply because the word > connection is in the object type name does not mean they are a part of the connection models. E.g., objects of type, **connectioncolumn** are not removed from the search results. ### Apply Filters Automatically or Manually Depending upon the worksheet **Apply Filters Automatically** preferences settings, worksheets will either: * **Apply Filters Automatically is checked** – Every action, such as to update the filter, add a column set preferences, etc., will cause the worksheet to re-run the query * **Apply Filters Automatically is un-checked** – You must click the **Apply** button (which is only available in this mode) to re-run the query. The button is highlighted when a refresh of the query would produce new results. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image134.png) Information note Depending upon how your group preferences are configured, you may not be able to adjust the **Apply Filters Automatically**. ### Ignore Connection Objects If **Ignore connection Objects is checked** – Do not include objects which are part of a connection definition (used for stitching), e.g., in BI or DI tools. This is a very valuable option for nearly all users and is checked by default. Connection objects are often just repeats of the objects in data stores (which they are connected to after stitching), so this option removes a large number of redundant results. ###### Validate Filter Select this entry to validate the current filter for MQL syntax validity. ### Filter by example by column You may always filter the results by what is already presented. E.g., if one wishes to only see columns for Type View Column, you may simply right-click a cell in the grid that contains that value and select that option. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image135.png) ### Using the Filter Panel ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image136.png) You may also expand the Filters panel on the left in order to limit the results based upon advanced matching criteria. Use **+FILTER** to add addition filter criteria, criteria, click the **X** next to a specific filter to clear that one, or double-click on the name of the filter to clear it. Information note You may always filter the results by what is already presented. E.g., if one wishes to only see columns for **Object Type** of **View Column**, you may simply right-click a cell in the grid that contains that value and select that option. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image138.png) ### Common Filter Criteria Please refer to the [Object Attributes](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/analyze/object-attributes.htm) section to see details about all attributes which may be used in a where clause in the query, i.e., that may be used as a filter. To determine those attributes which may be used as a filter, refer to the **Supported operators in WHERE** column header of the list of attributes. ### Special Columns Which May Not be Used in Filters These are documented in the [Developer's Guide](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/developer-guide/index.htm) as it is a fundamental feature of Metadata Query Language (MQL). Obviously, they will not appear in the list of possible filters as a result of the **+FILTER** button. ### Remove a Filter Criteria from the Worksheet Click the **X** that appears in the upper right corner of the criterion in the **Filter** panel. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image139.png) ### Define the Order of the Filter Criteria To change the order of a particular filter criterion click on the **Configure** icon that appears in the upper right corner of the criterion in the **Filter** panel and select **Move Up** or **Move Down**. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image140.png) ### Filter by Numeric Attributes Filtering criteria may be based upon the **<,** **<=**, **>**, **>=** or **BETWEEN** (Note: NOT is not supported) operators on all numeric data profiling filters and all integer attribute types. **Steps** 1. Open a worksheet by any of the create methods detailed, or go to ``` - WORKSHEETS > Manage, - WORKSHEETS > RECENT >, - WORKSHEETS > FAVORITES >. ``` 1. Click **+FILTER** and add a numeric column. 2. Specify the criteria, **<,** **<=**, **>**, **>=** or **BETWEEN** 3. Click outside the dialog box. **Example** [Create a worksheet](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/worksheets.htm) (search) for **Fields** in **Files**. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image141.png) Click **+FILTER** and select **Data Profiling Distinct**, specify **less than** and specify **6**. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image142.png) ### Specific Filter Examples #### Filter by Search Text You may enter text to filter by, and the text will be matched to the properties specified, as follows. **Steps** 1. Open a worksheet by any of the create methods detailed, or go to * **WORKSHEETS > Manage**, * **WORKSHEETS > RECENT >**, * **WORKSHEETS > FAVORITES >**. 2. Click the **Search Text** and enter the search text. 3. Optionally, specify **Search Options**, including * What attributes to search within for the text * Include **Semantic Search** * Obtain **Help** on the search 4. Click outside the dialog box. **Example** Open a worksheet by clicking the **Search** box in the upper right corner, entering > Invoice and pressing **ENTER**. Click **Search Options** ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image143.png) Information note The semantic search language is defined here. #### Filter by Category You may specify from a hierarchical pick list which object types to include in the results. Thus, you may include, e.g., both Terms and Database Columns in the search results. **Steps** 1. Open a worksheet by any of the create methods detailed, or go to ``` - WORKSHEETS > Manage, - WORKSHEETS > RECENT >, - WORKSHEETS > FAVORITES >. ``` 1. Click the pull-down under **CATEGORY** and check the box for one or more categories of object types. 2. Click outside the dialog box. **Example** [Create a worksheet](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/worksheets.htm) and click the pull-down under **CATEGORY** and check the box for **Fields** in **Files**. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image144.png) The list of categories includes: * System Objects – E.g., **Worksheets**, **Dashboards**, **Collections**, **Groups**, **Users** ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image145.png) * Import **Model** types – E.g., **File**, **Database**, Data **Modeling**, **Tableau**, **Informatica** **PowerCenter**, etc. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image146.png) Information note **Dataset** is a special category that includes all the different types of data set categories, like **Database**, **File**, **JSON Database**, **Data Modeling**, etc., so that one may refer to **Data Attributes** generically, and not have to specify all the types of attributes. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image147.png) * Custom Models and Objects – e.g., **Glossaries**, **Data Mappings**, **Business Rules**, etc. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image148.png) #### Filter by Model Use this filter to restrict the results to only those which are contained within particular models (e.g., a specific imported model or glossary). In addition, if there is a directory structure in a model (e.g., a database import containing multiple schemas or a repository import containing directory structure, models, connections, etc.) then one may also use checkboxes to filter the results. **Steps** 1. Open a worksheet by any of the create methods detailed, or go to ``` - WORKSHEETS > Manage, - WORKSHEETS > RECENT >, - WORKSHEETS > FAVORITES >. ``` 1. Click **+FILTER** and select **Model**. 2. Click in the dropdown box and select one or more models in which the results will be included. 3. Click outside the dialog box. **Example** [Create a worksheet](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/worksheets.htm). Then, click **+FILTER** and select **Model**. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image149.png) Information note The faceted search is intelligent first suggesting the models with the largest number of matching potential results. The number of these results is displayed next to the **Model**. Click **SHOW MORE**. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image150.png) Information note Now, the list is complete (up to 100 items). #### Filter by Model Path Use this filter to restrict the results to only those which are contained within a particular path to objects. The **Path** MQL system attribute represents the full path of the object except the model name. It is applicable only to imported objects (not system objects or custom model objects). For example, for a database column, the Path attribute value will be /<catalog>/<schema>/<table>/<column>. Path supports SELECT and WHERE (=, STARTS WITH, CONTAINS, EXISTS and NOT EXISTS). Information note No order by and facet support on the **Path** property. In addition, if there is a directory structure in a model (e.g., a database import containing multiple schemas or a repository import containing directory structure, models, connections, etc.) then one may also use checkboxes to filter the results. Information note You must re-import for the Path property to be populated for the objects in an imported model. There is no Path for objects in custom models. **Steps** 1. Open a worksheet by any of the create methods detailed, or go to * **WORKSHEETS > Manage**, * **WORKSHEETS > RECENT >**, * **WORKSHEETS > FAVORITES >**. 2. Click **+FILTER** and select **PATH**. 3. Click in the dropdown box and select one or more models in which the results will be included. 4. Click outside the dialog box. **Example** Import the **Adjustments** model. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image475.png) [Create a worksheet](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/worksheets.htm). Then, click **+FILTER** and select **Model** and pick the **Adjustments** model. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image149.png) Information note The faceted search is intelligent first suggesting the models with the largest number of matching potential results. The number of these results is displayed next to the **Model**. #### Filter by Updated Date and Updated By Filter to only those results which have an **Updated Date** value in a specific date range. **Steps** 1. Open a worksheet by any of the create methods detailed, or go to ``` - WORKSHEETS > Manage, - WORKSHEETS > RECENT >, - WORKSHEETS > FAVORITES >. ``` 1. Click **+FILTER** and select **Updated Date**. 2. Click on the filter condition, including: * equals * not equals * today * yesterday * last hour * last 7 days * last 60 days * last 90 days * last year * before * after * between 3. Specify a **value** for the condition. 4. Click outside the dialog box. **Example** [Create a worksheet](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/worksheets.htm) and filter on the text > Invoice . Then, click **+FILTER** and select **Updated Date**. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image151.png) Information note There are several date type fields, all work the same way in worksheets. Click the filter **Condition** (**equals** by default). ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image152.png) Select last 7 days. Information note The results are empty if you have not updated in the last 7 days any of the items that would be hit by the other **Filter** criteria. In this case the search text > Invoice . ###### Dates in Worksheets See Dates in the Product. #### Filter by Object Roles Filter by Object Role [responsibility assignment](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/administration-and-system-management/responsibilities-and-capabilities-assignment-model.htm) (to users or groups), including Steward. Results then then include all the matching objects which have the particular responsibility assignment specified in the **Filter**. **Steps** 1. Open a worksheet by any of the create methods detailed, or go to * **WORKSHEETS > Manage**, * **WORKSHEETS > RECENT >**, * **WORKSHEETS > FAVORITES >**. 2. Click **+FILTER** and scroll down to the **OBJECT ROLES** section. 3. Select a specific role. 4. Click on the filter condition, including: * equals * not equals * equals any * not equals any * equals all * not equals all * exists * not exists 5. Specify a **value** for the condition. 6. Click in the dropdown box and select one or more users and/or groups that the object role is assigned to. 7. Click outside the dialog box. **Example** [Create a worksheet](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/worksheets.htm) and filter on the text > Invoice . Then, click **+FILTER** and select **Data User**. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image153.png) Select **exists** as the filter condition. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image154.png) Information note The results are mostly objects contained within a model that is assigned as **Data User** to any user or group. E.g., click the model **Staging DW** in which the first result (**Invoice**) is located. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image155.png) ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image156.png) Go to the **Responsibilities** tab. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image157.png) Information note This model is indeed assigned the **Data User** object role to Arif Anar and thus all its contained objects (like **Invoice**) are included in the results that match the other search filters (namely, **Search Text** > Invoice ). #### Filter by Stewardship In order to filter by stewardship, you must filter by object roles based upon [responsibility assignment](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/administration-and-system-management/responsibilities-and-capabilities-assignment-model.htm). Information note Stewardship is based upon responsibility assignment of the **Steward** [object role](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/administration-and-system-management/manage-object-roles.htm). Thus, to see all the objects with stewardship assignment for a user, select **Steward** object role and pick the user you want. #### Filter by Label Filter to only those results which [have one of the selected labels assigned](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/analyze/label-metadata.htm). **Steps** 1. Open a worksheet by any of the create methods detailed, or go to ``` - WORKSHEETS > Manage, - WORKSHEETS > RECENT >, - WORKSHEETS > FAVORITES >. ``` 1. Click **+FILTER** and select **Label**. 2. Select one or more **LABLES** or **All**. **Example** [Create a worksheet](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/worksheets.htm) and filter on the text > Invoice . Then, click **+FILTER** and select **Label**. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image158.png) Information note There are several types of labels in the system. In particular, you may filter by Sensitivity Label and Conditional Labels. Conditional labels work just like labels in terms of filtering. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image159.png) Information note The faceted search is intelligent first suggesting the models with the largest number of matching potential results. The number of these results is displayed next to the **Model**. Click QuarterlyReview in the faceted search filter and only three items are displayed. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image160.png) #### Filter by Curation Status [You may endorse, certify, warn and comment on any object](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/data-cataloging/social-curation.htm). You may then filter to only those results which have any of these or any of these from a specific set of individuals. **Steps** 1. Open a worksheet by any of the create methods detailed, or go to ``` - WORKSHEETS > Manage, - WORKSHEETS > RECENT >, - WORKSHEETS > FAVORITES >. ``` 1. Click **+FILTER** and scroll down to **Certified**. Information note You may also filter by **Certified by, Warned by, Endorsed by** or **Commented by** in order to Filter on the person who made the curation action. You may also filter by **Warning Count, Endorsement Count** or **Comment Count** in order to Filter on the number of those curations notations made. 2. Click on the filter condition, including: * equals * not equals 3. Specify a **value** for the condition. **Example** [Create a worksheet](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/worksheets.htm) and filter on the text > Customer . Then, click **+FILTER** and select **Certified**. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image161.png) Select **equals** as the filter condition. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image162.png) Select T**rue** for the **value** of the condition. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image163.png) #### Filter by Lineage Status Object in a configuration may have (or may not have) data flow and/or semantic lineage. You may then filter to only those results which have any of these or do not have lineage of a particular type. You may use any of the four filter criteria: | **Filter Criteria** | **Description** | | --- | --- | | Has Data Impact | Filter by existence of objects in the data impact trace | | Has Data Lineage | Filter by existence of objects in the data lineage (source) trace | | Has Semantic Definition | Filter by existence of objects in the semantic definition trace | | Has Semantic Usage | Filter by existence of objects in the semantic usage trace | You may specify: * **Exists** – Filters to all objects for which the filter can apply (classifier and feature level objects) * **Not Exists** - Filters to all objects for which the filter does not apply (classifier and feature level objects) * **Equals** (**True**/**False**) – Filters to all objects which have or do not have the lineage. **Example** Search for > Invoice to [create a worksheet](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/worksheets.htm). Click **+FILTER** and select **Has Data Impact**. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image164.png) Select **equals** and **True** for the condition. Also, it could be useful to add the Has Data Impact column. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image165.png) ##### Detection of Unused Data Elements in the Architecture Asking the question the other way, i.e., what objects do not have data impact and are also in the data warehouse, will show you all the data elements which are not being used. Click **+FILTER** and select **Has Data Impact**. Select **Equals** and **False** for the condition. Use the Model filter to only search **Staging DW.dbo**. Also, it could be useful to add the Has Data Impact column. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image166.png) #### Filter by Sensitivity Label You may filter by the data classifications which are associated (tagged) on an object. These filters include: * **Sensitivity Label** – The current sensitivity label associated with the object * **Sensitivity Label Approved** – The current approved (or manually assigned) sensitivity label associated with the object * **Sensitivity Label Lineage Proposed** – inferred from other object using data flow analysis * **Sensitivity Label Data Proposed** – detected during the data classification process * **Sensitivity Label Rejected** – All labels which were rejected and will not be assigned automatically as a part of data classification. #### Filter by Data Class You may filter by the data classifications which are associated (tagged) on an object. These filters include: * **Data Classifications** – Data classes associated with the object. The attribute shows both approved (or manually assigned) data classes as well as proposed ones. * **Data Classifications Approved** – Data classes approved for (or manually assigned to) the object. * **Data Classifications Matched** – Data classes detected during the data classification process and thus associated with the object. * **Data Classifications Proposed** – Data Classes proposed during the data classification process but are not yet approved or rejected. * **Data Classifications Rejected** – Data classes which were rejected for the object. #### Filter by Data Profiling All of the following data profiling result properties may be used as filters and as columns in a worksheet: * > Data Profiling . > Distinct * > Data Profiling .Duplicate * > Data Profiling .Valid * > Data Profiling .Empty * > Data Profiling .Invalid * > Data Profiling .Min * > Data Profiling .Max * > Data Profiling .Mean * > Data Profiling .Variance * > Data Profiling .Median * > Data Profiling . > Lower Quantile * > Data Profiling . > Upper Quantile * > Data Profiling . > Avg Length * > Data Profiling . > Min Length * > Data Profiling . > Max Length * > Data Profiling . > Inferred Data Types #### Filter by Collections You may filter by which collections each object in the result is a member of. You may specify multiple collections that the results may be a member of. You may specify: * **equals**: If any of the collections contain an object it is included in the results (same as equals any) ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image167.png) * **not equals**: If any of the collections contain an object it is not included in the results * **equals any**: If any of the collections contain an object it is included in the results (same as **equals**) * **not equals any**: If any of the collections contain an object it is not included in the results (same as not equals) * **equals all**: If any of the collections contain an object it is included in the results * **not equals all**: If any of the collections contain an object it is included in the results * **exists**: If any of the collections contain an object it is included in the results * **not exists**: If none of the collections contain an object it is included in the results #### Filter by Comment You may filter by the existence or content of comments just as you may do so for curations such as endorsement and warning. #### Filter by Object Image The object image is a single image which may be added to the object page **Overview** tab optionally. The filter option is **object image**. Information note By default, it is not included in the presentation, so you much first add it to the presentation to see the option. As this is not an indexed search, it will be slow. Please be sure to filter by category, model and any other criteria that will reduce the scope of the search. #### Filter by Relationship As we can see from the **Manage > Metamodel** [page](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/administration-and-system-management/manage-metamodel.htm), there is an association between the two different models for business policies and business rules. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image168.png) We populated these in the Custom Models section, with worksheet examples there. #### Filter by Defines / Is Defined By #### Filter by Data Documentation/Cataloging As an effective tool to: * Identify documented data elements * Identify those data elements which still require documentation You may define a worksheet which shows term defined, locally defined, mapped and inferred documentation (i.e., **Name and Business Definition**) for an imported object, e.g., the **Fields** of a data lake. Please see examples in the Data Documentation section, such as an inferred documentation worksheet. #### Filter by Mentions Two attributes may be used to filter on mentions in text fields: * Mentioned Objects List of objects that are mentioned by the object * Mentioned Users List of users / groups that are mentioned by the object ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image169.png) #### Filter by Count Attributes For each relationship attribute, the UI will propose a **Count** version of it: ![A screenshot of a computer Description automatically generated](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image170.png) Filtering and column selection is supported on the count attributes, but not sorting. #### Filter by Import Bridge You may include **Import Bridge** as a result column which shows the name of the bridge used to import the object, e.g.. Microsoft Azure Power BI Service Repository)). ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image171.png) You may also filter on **Import Bridge**. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image172.png) #### Filter by System Objects As you may now include > system objects, including: * Worksheets * Dashboards * Collections * Groups * Users in your worksheet searches, you may filter a worksheet by these objects. The objects may now be included in the Metadata Query Language (MQL) query. **Example** Open a new worksheet and under **CATEGORY** > **System** > **Groups**. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image173.png) ## Metadata Query Language and Query Filters MQL allows users to define powerful and complex metadata queries with a familiar SQL syntax. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image174.png) The MQL is available through the [REST API](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/web-url-based-tool-integration-open-in-tool/open-in-ibm-cognos.htm) and constitutes the foundation of the search / worksheet page. For syntax details, refer to the [Developer Guide](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/developer-guide/index.htm). Information note You may use the worksheet Preferences to toggle showing or hiding the metadata query language (MQL) query. Anything you do in the **Filters** is reflected in the MQL. You may also edit the **Filters** from the perspective of the MQL directly by using the **Advanced** model. **Steps** 1. [](https://help.qlik.com/talend/en-US/talend-data-catalog/Content/user-guide/explore/worksheets.htm)Open a worksheet by any of the create methods detailed, or go to ``` - WORKSHEETS > Manage, - WORKSHEETS > RECENT >, - WORKSHEETS > FAVORITES > ``` 1. In the Results panel, click **Preferences** > **SHOW CURRENT QUERY** in the worksheet Preferences. 2. Click **+FILTER** and **+QUERY** to add MQL directly as additional filters. Information note You may add any number of query filters. You may toggle them on and off. They become a saved part of any worksheet you save. **Example** Go to **WORKSHEETS > Manage > Certified Terms**. Click **SHOW CURRENT QUERY** in the Worksheet results preferences. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image175.png) Click **+FILTER** and **+QUERY.** ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image176.png) ![A screenshot of a computer Description automatically generated](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image177.png) Click **EDIT** under the **MQL FILTER**, and build the query for **Comment Count** greater than or equal to 1. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image178.png) Click **OK**. Name the filter > Highly Commented . ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image179.png) ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image180.png) You now have a quick filter that you may enable or disable with the switch control. Information note If you wish to maintain a quick filter, you should save it as a part of a worksheet. ### Filter Group By default, filters are applied with an implicit AND between then. Thus, if you have specified **CATERGORY** of **Glossary > Term** along with **CERTIFIED BY** of **EXISTS,** then the result will be: All results which are: * **Term**s AND * The **CERTIFIED BY** flag **EXISTS**. You may change this behavior for a group of filters and specify that they are joined by an **OR** instead of **AND**. **Steps** 1. Open a worksheet 2. In the Results panel, click **Preferences** > **SHOW CURRENT QUERY** in the worksheet Preferences. 3. Click **+FILTER** and **+Group** to specify the behavior of the group Information note You may add any number of filters to a group after it is created. You may toggle them on and off. They become a saved part of any worksheet you save. **Example** Go to **WORKSHEETS > Manage > Certified Terms**. Click **SHOW CURRENT QUERY** in the Worksheet results preferences. Click **+FILTER** and click **+GROUP**. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image181.png) ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image182.png) Set the properties as above and click **OK**. Now, you may add filters that will be joined via **OR** to your set of filters for this worksheet by clicking the plus sing next to the name of the group. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image183.png) ### Filter Order Filters are applied in order from top to bottom in the **Filters** panel. You may control the order in which filters are applied by clicking on the **Configure** icon to the right of the filter title in the panel and selecting **Move Up** or **Move Down**. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image184.png) ### Advanced Filter Model By default, a filter is presented as a simplified set of facets (possible selections for the filter). E.g., for filtering by **Model** (in the configuration), we have a pick list of the different models which contain a matching object: ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image185.png) However, one my have more flexibility in the type of options to apply to the filter by clicking **ADVANCED**, which appears to the right of the filter title. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image186.png) Then more options are presented, such as the: * Filter operand ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image187.png) * Checkboxes and a tree structure to multi-select the facets you want ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image188.png) You may always switch back to the simplified faceted search by clicking **BASIC** to the right of the filter title. ### Configuration filter Options By default, a filter is presented as a simplified set of facets (possible selections for the filter). E.g., for filtering by **Model** (in the configuration), we have a pick list of the different models which contain a matching object: ![A screenshot of a search box Description automatically generated](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image185.png) However, one my have more flexibility in the type of options to apply to the filter by clicking the **Configure** icon, which appears to the right of the filter title. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image189.png) You now are presented with the Configure Filter dialog. ![A white background with black and white text Description automatically generated](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image190.png) ![A screenshot of a computer Description automatically generated](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image191.png) You may specify the **DISPLAY TYPE**, including: * **Single Selection List** (default) – simple list of facets with single click selection * Multi Selection List – checkbox enable multi selection list of facets * Advanced – See ADVANCED. ## Details Panel There is a **Details Panel** on the right. If you show this panel then you may click on an object and view its properties in the panel. It is presented much like [the Overview tab in the object page or details page](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/analyze/object-page.htm) and may be customized when the Overview tab is customized. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image192.png) Each time you select an item in the **Results** panel, the **Details** panel will be updated for that object. You may also use the Options menu to perform the following (just as [with the full object page](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/analyze/object-page.htm)): ![A screenshot of a computer Description automatically generated](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image193.png) In addition, you may specify Results **Preferences** > **DETAILS PANEL** > **Full** to see the entire [object page](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/analyze/object-page.htm), not just the **Overview** tab. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image194.png) ## Get Sharable Link for a Worksheet This feature provides you with: * A URL link, which you may provide to others, that will take you immediately to this same worksheet with the same customizations/filters/columns, etc., you have done. * A SELECT statement in a JSON request compatible with the [REST API](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/web-url-based-tool-integration-open-in-tool/open-in-ibm-cognos.htm) . **Steps** 1. Open a worksheet by any of the create methods detailed, or go to ``` - WORKSHEETS > Manage, - WORKSHEETS > RECENT >, - WORKSHEETS > FAVORITES > ``` 1. Click **More options** in the upper right and select **Get Sharable Link**. 2. Click **COPY** next to any of the results to copy the specific one to the clipboard. **Example** Go to **WORKSHEETS > FAVORITES > Certified Terms**. Click **More options** in the upper right and select **Get Sharable Link**. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image195.png) ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image196.png) Information note Metadata Query Language (MQL) cannot include the sort order on columns. In fact, the sorting by column in a worksheet is performed entirely by the UI, and thus is not recorded in the shareable link or the [REST API](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/web-url-based-tool-integration-open-in-tool/open-in-ibm-cognos.htm) request. ## Manage Worksheets You may also select **WORKSHEETS > Manage** to manage your existing worksheets. **Steps** 1.Go to **WORKSHEETS > Manage.** * You see the list of **Favorites**. It is the default tab. Information note All the worksheets you have favorited are here. * From here you may: * Open/Edit the worksheet * Restrict the list by using the **Search Text** * **Favorite** or un-**Favorite** a 2.Click the **My** tab. Information note All the worksheets you have created are here. * From here you may: * Open/Edit the worksheet * Restrict the list by using the **Search Text** * **Create a new saved worksheet** * **Delete and existing saved worksheet** * **Favorite** or un-Favorite a worksheet * **Set Viewers and Editors** for this worksheet with groups and/or users * Edit the **Name** or **Description** of a worksheet * Assign a worksheet to one or more (or all) **Configurations** 3.Click the **Recent** Tab**.** Information note All the worksheets you have recently opened are here. * From here you may: * Open/Edit the worksheet * Restrict the list by using the **Search Text** * **Favorite** or un-Favorite a worksheet ### Save a Worksheet You may save any worksheet you are working on at any time, evening existing saved ones by be saved as new worksheets. **Steps** 1. Open a worksheet by any of the create methods detailed, or go to ``` - WORKSHEETS > Manage, - WORKSHEETS > RECENT >, - WORKSHEETS > FAVORITES >. ``` 1. Click **Save > Save** to save the updated state of an existing saved worksheet or save and assign a name to a not yet saved worksheet. 2. Click **Save > Save As** to save the updated state of an existing saved worksheet and assign a name. **Example** Click **WORKSHEETS** > **FAVORITES** > **Certified** **Terms**. ![A screenshot of a computer Description automatically generated](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image197.png) Click **+FILTER > Model**. Include the **Finance** glossary. ![A screenshot of a computer Description automatically generated](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image198.png) Information note The **Finance** glossary is the only choice as the Enterprise glossary does not contain any certified terms. The **Save** button is enabled as the filter has changed. Click Save. You have now have updated an existing worksheet. Click **Save > Save As...**. ![A screenshot of a computer screen Description automatically generated](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image199.png) Enter the name > Recently Certified Terms and click **OK**. ![A screenshot of a computer Description automatically generated](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image200.png) Information note Metadata Query Language (MQL) cannot include the sort order on columns. In fact, the sorting by column in a worksheet is performed entirely by the UI, and thus is not in the results. ### Create a Worksheet Go to **WORKSHEETS > Manage**. Click the **My** tab. Click **Create.** ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image201.png) Enter the name > **New Worksheet** and press Enter**.** ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image202.png) Information note You will then have a worksheet saved but with no filters defined yet. ### Delete a Worksheet Go to **WORKSHEETS > Manage**. Click the **My** tab. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image203.png) Click ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image204.png) **Delete.** ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image205.png) Click **YES** to Confirm**.** ### Favorite / Un-Favorite a Worksheet Go to **Worksheets > Manage**. Click the **My** tab. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image206.png) Click **Favorite** next to **New Worksheet** to favorite that worksheet. Click **Favorite** next to **What's new** to un-favorite that worksheet ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image207.png) ### Multi-Select in Manage Worksheets You may perform all the Manage > Worksheet functions on multiple worksheets in the either the **List**, **Grid** or **Card** mode by multi-selecting. The Show actions control is then presented in the grid header with the number selected. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image208.png) ### Shared Worksheet Worksheets have an owner who is the creator of the worksheet. That owner may open, edit, or remove a worksheet. The worksheets that one owns may always be found in the **My** tab under **WORKSHEETS > Manage**. In addition, a worksheet may be shared, with specific users and/or groups. One may share the worksheet as * **Viewer** able to see and query with the worksheet, as well as save it as a new worksheet and edit it. * **Editor** can edit the worksheet name and content. Only the owner can change the sharing options and delete the object. Once shared, users that are in the sharing criteria specified may view and favorite those worksheets, as well. **Steps** 1. Go to **WORKSHEETS > Manage.** 2. Go to the **My** tab. 3. Double-click in the **Viewers** or **Editors** cell for the row containing the worksheet. 4. Pick users or groups to assign the sharing role. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image209.png) ### Default Shared Search Worksheets By default there are four default shard search worksheets: * All Objects * Data Inventory – Dataset object * Report Inventory – Reporting tool objects * Vocabulary – Glossary terms. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image210.png) If we then sign in as Bob we will see the list of current search worksheets to be: ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image211.png) ### Assign a Worksheet to a Configuration When you assign a worksheet to one or more configurations, the worksheet will only appear in those configurations for all by the WORKSHEETS > Manage screens, e.g., the WORKSHEETS > Explore menu. Information note By default, a worksheet is available to all configurations. Once a worksheet assignment is made, then those configurations are the only ones assigned. If a configuration is deleted, then the assignments to it are removed. When only one configuration is assigned, on deletion, the assignment reverts to **All**. **Steps** 1. Go to **WORKSHEETS > Manage.** 2. Go to the **My** tab. 3. Double-click the **Configurations** cell for the row containing the worksheet. 4. Pick one or more configurations to assign the worksheet to. 5. To assign a worksheet to all configurations, simply remove the specific (or all) specific configuration assignments. **Example** Go to **WORKSHEETS > Manage** and go to the **My** tab double-click on the **Configurations** cell for **New Worksheet**. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image212.png) Select the **Configuration** and click **OK**. Now, go to the **WORKSHEETS > Explore** and note the **New Worksheet** is not in the **FAVORITES** list. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image213.png) But, if you switch configurations to that one, you will see the **New Worksheet**. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image214.png) ### Sharing a Worksheet The owner (creator) of a worksheet may share that worksheet with and users and/or groups. **Steps** 1. Go to **WORKSHEETS > Manage.** 2. Go to the **My** tab. 3. Select a worksheet. 4. Click **Share**. 5. Pick one or more users and/or groups to share the worksheet with. 6. To un-share a worksheet, simply remove the specific (or all) users and/or groups. **Example** Go to **WORKSHEETS** > **Manage**. Click the **My** tab. Click the line for **New Worksheet.** Double-click in the **Viewers** cell and pick the user **Bob** to assign the sharing role. ![A screenshot of a computer Description automatically generated](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image215.png) ![A screenshot of a computer Description automatically generated](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image97.png) Log out and log in as **Bob**. Go to **WORKSHEETS** > **Manage**. Click the **Shared with Me** tab. Click **Search**. Locate the **New Worksheet** collection. Click ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image89.png) **Favorite** next to that worksheet. Now, go to the Favorites tab and see this worksheet as Bob. Information note You cannot add to this worksheet as **Bob** because **Bob** does not own it. Click on the worksheet name and then click **Save As** and enter the name > Bob's Worksheet and Click **OK**. Information note You may now edit the list. You could also share it back with **Administrator**. You may save a shared worksheet before specifying whom to share it with. You may come back later and specify whom it will be shared with. ## System Object Children Worksheets [The object page](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/analyze/object-page.htm) for different types of objects (e.g., **Tables** or **Schemas**) contains a number of tabs which present the results of a system object children worksheet for that particular type of object represented by the tab (e.g., **Columns** for **Tables** or **Tables** for **Schemas**). When viewing the object page results, say the **Columns** tab for a **Table**, you may designate an existing worksheet that you saved or that [was shared with you](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/administration-and-system-management/manage-system-object-children-worksheets.htm) as your personal default. In addition, users with the [Application Administrator](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/administration-and-system-management/manage-users-and-authentication.htm) [capability global role assignment](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/administration-and-system-management/manage-global-roles.htm) may designate system object children worksheets for groups or users, which will be the system default, unless over-ridden, when one the object page for that type of object. However, it would be awkward to require that one go to each type of object page and tab in order to manage defaults. Thus, you may manage all of your defaults in Manage > [System](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/administration-and-system-management/manage-system-object-children-worksheets.htm) Object Children Worksheets. Information note System defaults are not shown on this page as you cannot edit them. It requires an Administrator to do so. **Steps** 1. Go to **Manage > System Object Children Worksheets.** 2. Click any item in the list and you may. ``` - Click the Name or right-click and select Rename and type a new name. - Click Delete or right-click and select Delete to delete. ``` **Example** Go to the object page for the **Terminology** term of the **Finance** glossary and go to the **Contains** tab. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image216.png) Include **Term Data Type** as a column. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image455.png) Click the background to remove the dialog. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image218.png) Click **Save AS** and create a system type worksheet with the below settings. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image219.png) Information note It is a System type worksheet, so it may be shared as a default for others. Also, it is already shared with Bob (Robert Robinson). Now this default worksheet is in the **Manage > System Object Children Worksheets** and those users will see it by default. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image220.png) ## Download the Worksheet Results You may download the results of a worksheet using the Download button. Information note You must have at least the **Metadata Import / Export** [capability object role assignment](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/administration-and-system-management/manage-object-roles.htm) on the model(s) that are included in the results. **Steps** 1. Open a worksheet. 2. Click the **Download** icon. **Example** Sign in as Administrator and go to a worksheet. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image221.png) Click the Download icon. ![](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/explore/img/image222.png) Information note There is currently no [REST API method](https://help.qlik.com/talend/en-US/talend-data-catalog/9.0/Content/user-guide/web-url-based-tool-integration-open-in-tool/open-in-ibm-cognos.htm) to download a worksheet to a CSV file. This limitation is because the methods to execute a query, e.g. > /entities/executeMQLQuery , already exist in the REST API producing a JSON output of what would be contained in an equivalent worksheet. You may download either CSV files or XLSX files. The XLSX file have special handling which safeguards against CSV Injection, also known as Formula Injection, which is a security vulnerability that occurs when untrusted input is included in a CSV file. [metadata-query-language-and-query-filters]: