Playbooks: Linking Metrics

Name: Playbooks: Linking Metrics
Uploaded: 2025-09-23T16:05:47.503Z
Duration: 2 min 42 s
Description: Automate metric-to-data asset linking with Atlan playbooks, ensuring consistent governance and minimizing processing for your data team.

Join Live Demos Talk to Us

Transcript

3 min

00:00 — Why link metric terms to data columns
When metrics are documented in a glossary as terms, one of the most important steps is to associate them with data assets, where they are applicable. We find that many times these metrics align with specific columns or data fields. And so the automation of this is simple with playbooks by first, going to the governance section by clicking on the governance icon on the left-hand navigation and clicking on playbooks, we are taken to the playbooks page. Clicking the create new button brings the playbook creation. Pop-up we want to associate a specific metric.
We have documented as a term decent prior order to all columns where this metric appears, we set the name to linking days since prior order term dash weekly, to designate the purpose of this playbook in the recurrence that we are setting the playbook to run at. We clicked create in the playbook creation page opens. Here we named the role, the exact same as the playbook in case we decide to add any additional rules for linking metrics to data assets in the future.
01:00 — Filtering to unlinked columns matching the metric name
For a first filter, we select the attribute of asset type keep the operator of his one-off and then select column. We create another filter and select the attribute of name from the properties dropdown for this, we update the operator to equals.,as we are only looking for exact matches on the name. We know that the columns that how's, this metric are called exactly days underscore since underscore prior underscore order, which is also what we put into the value. Finally we add E third filter with the attribute of linked terms for the operator we select is not.
And for the value we select days since prior order, this keeps us from selecting any assets already linked today since prior order, which is the action. We will be assigning keeping our processing for this playbook to a minimum. Our asset match, count updates, and we validate the assets and the selection, everything looks good. So we move on to the actions.
02:00 — Adding the link term action and scheduling
We add the action terms, the operator of add and select the decency prior order term. This action. We'll link this term to any of our assets in our selection. We click on next to go to the scheduling page. Here we update the run to be weekly and select Sunday as our day. Since we know no other playbooks run on Sunday, along with our workflow for connectors completing around 8:00 AM. Every day we pick the time of nine for this run. Clicking complete creates the playbook and our schedule is now set to run weekly. It will pick up any new asset that may be created in automatically link those columns to our metric.

About this demo

Learn how to use Atlan playbooks to link glossary metrics like “days since prior order” to relevant columns. By setting filters, actions, and scheduling, teams can ensure metrics remain consistently tied to data fields. This automation improves metric governance, accuracy, and discoverability across the organization.