Configuring attribute sets in Amazon FinSpace - Amazon FinSpace

Configuring attribute sets in Amazon FinSpace

Attribute sets are lists of attributes that can be applied to describe datasets. Attributes are metadata fields used to capture additional business context for each dataset. You can browse and search attributes to find datasets based on the values assigned to them.


            attribute set
Note

In order to create attribute sets, you must be a superuser or a member of a group with necessary permissions - Manage Attribute Sets.

List all attribute sets

To list attribute sets

  1. Sign in to FinSpace web application. For more information see Signing in to the Amazon FinSpace web application.

  2. On the top menu bar of the home page, choose the gear menu icon.

  3. Choose Attribute Sets. All the available attributes are listed in a table. You can also choose the more ( 
                     vertical ellipsis icon
                  ) icon for options to duplicate, disable, or remove an attribute set.

Create attribute sets

To create an attribute set

  1. Sign in to FinSpace web application. For more information see Signing in to the Amazon FinSpace web application.

  2. On the top menu bar of the home page, choose the gear menu icon.

  3. Choose Attribute Sets.

  4. On the Attribute Sets page, choose Create Attribute Set.

  5. Enter a name for the attribute set. For example, Data source and Vendor Information.

  6. (Optional) Add a description for the attribute.

  7. Choose the type of fields to the attribute set.

    • Data – A field of type Number, String, or Boolean.

    • Categorization – A field that is a type of an already defined category. For example, an Asset class.

    • Controlled Vocabulary – A field that is a type of an already defined controlled vocabulary. For example, Data Sensitivity Classification.

    
                    create attribute sets
  8. Choose Save.

Edit attribute sets

To edit an attribute set

  1. Sign in to FinSpace web application. For more information see Signing in to the Amazon FinSpace web application.

  2. On the top menu bar of the home page, choose the gear menu icon.

  3. Choose Attribute Sets.

  4. On the Attribute Sets page, select an attribute set from the list to edit.

  5. Choose Edit This Attribute Set.

  6. Select an existing field to edit and remove it. You cannot change the data type for a field.

  7. Choose Save.

Delete an attribute set

To delete an attribute set

  1. Sign in to FinSpace web application. For more information see Signing in to the Amazon FinSpace web application.

  2. On the top menu bar of the home page, choose the gear menu icon.

  3. Choose Attribute Sets.

  4. From the list of attribute sets in the table, select the one that you want to delete.

  5. Choose the more ( 
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               ) icon and then choose Remove.

  6. On the dialog box that appears, choose Remove to confirm deletion.

Associate an attribute set with a dataset

To associate an attribute set to a dataset

  1. Sign in to FinSpace web application. For more information see Signing in to the Amazon FinSpace web application.

  2. From the homepage, search for a dataset and then choose the dataset name to view the dataset details page.

  3. On the Data Overview tab, under Details About This Dataset section, choose the Add Attribute Set button.

  4. From the drop down menu, select one or more attribute set to add.

  5. Choose Add Attribute Set. The selected attribute sets get added to the dataset. You can set values for each of the attribute set you selected and choose Save to finish.

    Note

    Under the Details About This Dataset section, you can also choose Edit to edit the associated attribute or choose Remove Attribute Set to remove it from the dataset.