This page has been machine-translated and may contain inaccuracies in phrasing or product terminology. If discrepancies exist, the original Japanese version takes precedence.
This document explains the editing operations in the spreadsheet view for efficiently editing a large number of assets. In the spreadsheet view, you can intuitively perform batch editing of metadata and custom property values for multiple assets.
Using the spreadsheet view can greatly improve efficiency for initial data entry when building a data catalog and for regular maintenance work on large amounts of metadata.
Intended Audience for this Feature
Accessing Edit Mode
- Click the Spreadsheet View button at the top right of the Asset Side Drawer screen. A new tab will open in the browser, displaying the Spreadsheet View screen in view mode.
- From the Spreadsheet View screen, click the Edit button to switch the Spreadsheet View screen to edit mode.
Important Notes
- While the Spreadsheet View screen is open in edit mode, other users cannot change the metadata of the displayed assets.
- If there is no user activity in edit mode for 30 minutes, a timeout will occur, and the Spreadsheet View screen will return to view mode. (When returning to view mode, unsaved changes will be discarded.) To continue editing mode, perform keyboard or mouse operations on the Spreadsheet View screen before the timeout.
Editable Items
- Cells that indicate editable metadata display an edit icon. For details on the displayed items, please refer to the following: Asset Side Drawer Operations - Viewing Assets
- In the Column Analysis tab marked with a lock icon, values displayed in the sheet cannot be edited. (The screen does not enter edit mode.)
Editable Columns When Asset is DB Data
| Item | Spreadsheet Tab | Notes |
|---|---|---|
| Logical Name | All | |
| Manual Tags | All | |
| Owner | All | Except when the asset is a column |
| Summary | All | |
| Custom Properties | Assets with Custom Properties | Property set name on the upper header row Property name on the lower header row Hidden if no access rights |
Editable Columns When Asset is BI Data
| Item | Spreadsheet Tab | Notes |
|---|---|---|
| Logical Name | All | |
| Manual Tags | All | |
| Owner | All | Except when the asset is a sheet |
| Summary | All | |
| Custom Properties | Assets with Custom Properties | Property set name on the upper header row Property name on the lower header row Hidden if no access rights |
Edit Mode Operations
Icons Displayed on This Screen
This explains operation icons that do not have text labels on the screen.
| Icon | Notation in Document | Operations Possible on This Screen |
|---|---|---|
| Edit | Edit cell (metadata, property value) | |
| Confirm | Confirm cell changes | |
| Calendar | Display calendar for date selection | |
| Exclude | Exclude setting information | |
| Add | Add input field for property (URL) |
* Explanations of icons for view mode operations are omitted.
Editing Basic Metadata
- Click the Edit icon to the right of the cell indicating the metadata to edit, then enter or delete the value.
- The editable items and operation methods are [Logical Name], [Manual Tags] (see Manual Tags), [Owner] (see Owner), [Summary], and [Properties] (see Properties).
- Click the Confirm icon to the right of the cell to confirm changes. Note that changes are not yet saved at this point.
- To save changes, click the Save button at the top right of the screen.
To cancel changes, click the Discard button at the top right of the screen. The changes will be discarded, and the Spreadsheet View screen will return to view mode. - When you click the Save button as above, a dialog box confirming saving changes appears.
- To proceed with saving, click the Save button. Changes will be saved, and the Spreadsheet View screen will return to view mode.
- Clicking the Cancel button returns the Spreadsheet View screen to edit mode while maintaining the changes.
Manual Tags
You can add or remove manual tags from the screen.
-
Adding Tags
Click "Search" in the [Manual Tags] field to display a tag list as a dropdown menu. (Entering keywords filters the tags displayed.) Then select the tag to add. Multiple tags can be added, which become manual tags. -
Removing Tags
Click the Exclude icon next to the displayed Parent Tag|Child Tag.
Owner
-
Adding Owners
Enter the first and last name or email address of the user to add in the [Owner] field to display a candidate list as a dropdown menu. Then select the user to add. -
Removing Owners
Click the Exclude icon next to the displayed Name.
Properties
You can edit the values of custom properties.
- Click the Edit icon to the right of the cell indicating the custom property to edit, then enter or delete the value. For details, see Editing Property Values.
- Click the Confirm icon to the right of the cell to confirm changes.
Editing Property Values
Editing Text or Phrases
You can set text or phrases as values. A placeholder may appear for the input content.
For free input, you can click and drag the bottom right corner of the input field with the mouse to enlarge or shrink the input field vertically. If there are many lines, you can change the visible range by clicking the scrollbar displayed to the right of the input field.
If the entered string is recognized by QDIC as a URL, a hyperlink will be automatically set upon saving.
QDIC does not verify or guarantee the validity or safety of the link destinations indicated by URLs. Please note that the operation of URLs is the responsibility of the user organization.
Editing from Choices
Clicking the field displays selectable values in a dropdown menu. Some fields allow setting only one value, others allow multiple.
-
Adding Values
Click a value from the choices to select it. -
Removing Values
Click a selected value marked with a check on the right end to deselect it.
Editing Users
Set QDIC users as values (multiple settings allowed).
-
Adding Users
Enter the name or email address of the user to add in the field to display a candidate list as a dropdown menu. Then select the user to add. -
Removing Users
Click the Exclude icon next to the displayed Name.
Editing Assets
Set catalog assets as values (multiple settings allowed). Note that the displayed value is always the physical name.
-
Adding Assets
Enter keywords in the field to display a list of matching assets as a dropdown menu. Then select the asset name to add. -
Removing Assets
Click the Exclude icon next to the displayed Asset Name.
Date and Time
Set date and time in Japan Standard Time from the calendar or keyboard. Only one date/time can be set as a value.
-
Adding Date and Time
Click [Year], [Month], [Day], or [--:-- (Time)] in the input field and enter via keyboard. You can also click the Calendar icon on the right to select a date from the calendar. -
Removing Date and Time
Click the Exclude icon on the right of the field.
URL
- Only strings starting with http:// or https:// can be set. Other strings (values) cannot be set.
- Only one URL can be set per field. To set multiple URLs, click the Add icon on the right of the field to add more fields.
QDIC does not verify or guarantee the validity or safety of the link destinations indicated by URLs. Please note that the operation of URLs is the responsibility of the user organization.
Attachments
You can attach files as values (multiple attachments allowed). The maximum size per attached file is 100MB.
-
Adding Files
Use one of the following methods:- Click the file drop zone in the [Upload File] dialog box to open the file browser and select files to attach.
- Drag and drop files from Explorer into the file drop zone. (Drag & drop operation)
-
Deleting Files
In the [Upload File] dialog box, hover the mouse over the file name to delete and click the Exclude icon next to the file name. Deleted attachments cannot be restored.
Refer to the following for supported attachment file formats.
| Type | File Format | Preview Available | Notes |
| Image | PNG | ✓ | |
| JPEG | ✓ | ||
| SVG | ✓ | ||
| GIF | ✓ | ||
| WebP | ✓ | ||
| BMP | ✓ | ||
| Document | Adobe PDF | ✓ | |
| Office365 Word Document | |||
| Office365 Excel Book | |||
| Office365 PowerPoint Presentation | |||
| CSV File | File extension is .csv | ||
| Text File | ✓ | File extension is .txt | |
| Video | MP4 | ✓ | |
| MOV | ✓ | ||
| WebM | ✓ | ||
| MPEG | ✓ | ||
| Audio | WAV | ✓ | |
| Ogg | ✓ | ||
| Other | HTML | ✓ | |
| JSON | ✓ | ||
| XML | ✓ | ||
| Compressed Files | File extension is .zip |
Metadata That Can Be Copied from Cells
- Using the shortcut keys of the browser environment, the following metadata can be copied to the clipboard. (Copied cells are displayed in yellow.) The copied data can be pasted as data into editable cells.
- Copying and pasting multiple cells as a selection range may result in unexpected results. Please note that this operation is not guaranteed.
Basic Metadata
| Item Name | Copyable | Notes |
|---|---|---|
| Physical Name | ✓ | |
| Table Physical Name | ✓ | |
| Dashboard Physical Name | ✓ | |
| Logical Name | ✓ | |
| Asset Type | ✓ | |
| Type | ✓ | |
| Rule Tags | ||
| Manual Tags | ✓ | Copied and pasted in the format Parent Tag/Child Tag |
| Owner | ✓ | User ID is copied |
| Parent Owner | ||
| Summary | ✓ | |
| DDL Comment | ✓ | |
| External Summary | ✓ |
Custom Properties
| Type | Copyable | Notes |
|---|---|---|
| Single Selection | ✓ | |
| Multiple Selection | ✓ | If multiple options are selected, options are separated by commas (,) |
| Free Input | ✓ | |
| User | ✓ | User ID is copied |
| Asset | ✓ | Asset ID is copied |
| Date and Time | ✓ | When pasting copied date/time inside Spreadsheet View, the timezone remains JST; when pasting elsewhere, timezone changes to UTC |
| URL | ✓ | |
| Attachments |
Other Operations
For details on the following basic operations, please refer to Spreadsheet View Operations - Viewing Assets.
- Operations on the Asset Path Panel
- Clicking an asset in the path displays that asset’s Spreadsheet View screen in view mode.
- Operations on the Spreadsheet Panel
- Clicking an asset type tab displays the corresponding assets’ Spreadsheet View screen in view mode.
- Clicking the Column Analysis tab displays the column analysis of the corresponding asset in view mode.
- Searching and filtering assets
- Unfreezing columns or rows
- Viewing change history
Returning to View Mode
Clicking the Save button or the Discard button at the top right of the screen will return the Spreadsheet View screen to view mode. Clicking the Discard button discards unsaved changes.
Additionally, the following operations will return the Spreadsheet View screen to view mode:
- Clicking an asset in the path on the Asset Path Panel displays that asset’s Spreadsheet View screen in view mode.
- Clicking an asset type tab on the Spreadsheet Panel displays the corresponding assets’ Spreadsheet View screen in view mode.
- Clicking the Column Analysis tab on the Spreadsheet Panel displays the column analysis of the corresponding asset in view mode.
Returning to the Catalog
You can close the Spreadsheet View and return to the catalog screen (the Asset Side Drawer) by either of the following operations:
Close the browser tab where the Spreadsheet View is displayed.
Click the Back icon located to the left of the logo mark on the Spreadsheet View screen.