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Search, Views and Filters

Search, filters, and asset-type shortcuts work together to take you from a broad inventory to a precise, actionable view. Inventory is the system of record for every analytics asset across your estate. Custom Views, Shared Views, and Favorites let each person and team carve that estate into the slices they actually work from, so triage and reporting start from the right set of assets every time. This is part of the Inventory capability. The numbers below match the controls in the screenshot.

Number
Name
Description

1

Search Bar

Enter a keyword (for example, production) to find all assets whose name contains that term. Search is case-insensitive.

2

Asset Type Filter Tabs

Assets in the inventory are grouped by asset type. The Asset Type filter tabs let you quickly narrow the list to the type of asset you’re looking for. When you use Search, all matching assets appear under the Results tab, with tiles showing how many matches were found per asset type (for example, Workspaces, Semantic Models, or Reports in a Power BI inventory). Selecting a tile filters the table to that specific asset type.

3

Filters allow you to refine your inventory view using structured rules instead of free-text search.

Create rules and groups to include or exclude assets based on their name. You can save your filter and reuse it every time you visit the Inventory.

Filters are built using simple, readable rules:

  • Field: what you want to filter on. Currently, only the asset name field is available.

  • Operator: how the condition is evaluated (e.g. Contains, Does Not Contain)

  • Value: the text or value to match

The asset filter is case-insensitive.

4

A view is a saved configuration of the Assets grid: which columns appear, their order, which are frozen, and the active search, filters, and sort. Datalogz Control Tower ships three system views to start from:

  • All Assets: every asset the team can see.

  • Unhealthy: assets with one or more open alerts.

  • Favorites: all assets marked as favorites

5

Attribute Filter

Use Attribute filters to further refine your inventory results by filtering on specific asset attributes, such as health status. This helps you focus on the assets that meet particular conditions and quickly identify items that require attention.

In addition to filtering, you can also sort columns and pin them at the beginning or end of the table.

Creating an Asset Filter

  1. Click Filters next to the search bar to open the Asset Filters panel.

  2. Give your filter a name.

  3. Add Rules and Groups. Use AND or OR.

    1. Rules define a single condition based on an asset attribute (for example, Asset Name Does Not Contain “uat”).

    2. Groups allow you to combine multiple rules into a logical set, making it easier to build more complex filtering logic.

    3. AND means all selected rules or groups must be true for an asset to be included.

    4. OR means an asset is included if at least one of the rules or groups is true.

  4. Click Save to store the filter for future use.

  5. Click Apply to apply the filter and update the Inventory table with the filtered results.

The following example excludes all assets containing "uat", but includes assets containing "evaluation".

Creating a custom view

  1. Open the Inventory tab and arrange the grid the way you want it: apply search and filters, sort, and set columns with Edit Columns (reorder, rename, freeze, and add or remove columns).

  2. Click Save in the views toolbar.

  3. Give the view a name (up to 24 characters) and choose its visibility.

  4. Click Save to store it. The view appears in the View picker.

Use the View picker to switch between views at any time. A Modified badge appears when the current grid differs from the saved view, so you always know whether you are looking at a saved state or unsaved changes.

Every view has a shareable ?view= link. Copy the URL and the recipient opens Inventory on the same view, with the same columns, filters, and sort.

How to manage views

From the view picker kebab menu you can:

  • Rename a view.

  • Duplicate a view from its live state.

  • Set as default so it loads first when you open Inventory.

  • Delete a view you no longer need.

How to share a view with your team

Shared Views let a team converge on one agreed slice of the assets they own.

  1. Create or open the view you want to share.

  2. Click Save (or Save as) and set visibility to Shared with team.

  3. Save the view. It now appears for everyone on the team.

Only the view's owner, or a team administrator, can change a shared view or its visibility. Changing visibility back to personal removes it from teammates' pickers.

How to use Favorites

Favorites give each user quick access to the handful of assets they watch most closely.

  1. In the Assets grid, click the star in the favorites column on any asset row to favorite it.

  2. Switch to the My Favorites view to see only your starred assets.

Favorites are personal to you and work across Power BI, Tableau, Sigma, Qlik, Databricks, and SharePoint.

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