Filter sources objects in the UI
Use the filtering, search, and inline action tools in the Adobe Experience Platform user interface to streamline your workflow in the Sources workspace
- Use filtering and search capabilities to navigate your way through sources accounts and dataflows in your organization.
- Use inline actions to modify configuration settings applied to your dataflows and improve organizational workflows. You can use inline actions to apply tags, set up alerts, or create ingestion jobs on demand.
Get started
It is helpful to have an understanding of the following Experience Platform features and concepts before working with the object navigation tools in the sources workspace:
- Sources: Use sources in Experience Platform to ingest data from an Adobe Application or a third-party data source.
- Administrative Tags: Use administrative tags to apply metadata keywords to your objects and enable search to find that object within the Experience Platform ecosystem.
- Alerts: Use alerts to receive notifications that provide an update on the status of objects such as your sources dataflows.
- Dataflows: Dataflows are representations of data jobs that move data across Experience Platform. You can use the sources workspace to create dataflows that ingest data from a given source to Experience Platform.
- Datasets: A dataset is a storage and management construct for a collection of data, typically a table, that contains a schema (columns) and fields (rows).
- Sandboxes: Use sandboxes in Experience Platform to create virtual partitions between your Experience Platform instances and create environments dedicated to development or production.
Filter sources dataflows filter-sources-dataflows
In the Experience Platform UI, select Sources in the left navigation and then select Dataflows from the top header.
By default, the filter menu is displayed on the left of the interface. To hide the menu, select Hide filters.
You can filter your sources dataflows by the following parameters:
Filter dataflows by source platform filter-dataflows-by-source-platform
Use the Source platform panel to filter your dataflows by type of source. You can either type in a particular source or use the dropdown menu to see a list of sources in the catalog. You can also filter for several different sources for a given query. For example, you can select Amazon S3, Azure Data Lake Storage Gen2, and Google Cloud Storage to update the catalog and display only the dataflows that were created with the selected sources.
Filter dataflows by tags filter-dataflows-by-tags
Use the tags panel to filter your dataflows by their respective tags.
Select Has any tag and then select the tags that you want to filter by using the dropdown menu. Use this setting to filter for dataflows that have any of the tags that you selected.
Select Has all tags and then select the tags that you want to filter by using the dropdown menu. Usee this setting to filter for dataflows that have all of the tags that you selected.
Filter dataflows by status filter-dataflows-by-status
You can filter by status using the Status panel.
Filter dataflows by target dataset filter-dataflows-by-target-dataset
Select Target dataset to access a dropdown menu of all target datasets. Then, select a target dataset to filter your view and display only the dataflows that were created using your specified target datasets.
Filter dataflows by account name filter-dataflows-by-account-name
Select Account name to access a dropdown menu of all accounts. Then, select an account to filter your view and display dataflows created by your selected account.
Filter dataflows by user filter-dataflows-by-user
Use the Created by panel to filter dataflows by the user who created or last updated the dataflows. Select the dropdown and then select the username to filter your dataflows by.
Filter dataflows by creation date filter-dataflows-by-creation-date
You can filter your dataflows by their creation dates. In the Created date panel, configure a start date and end date to create a time frame window and filter your view to display only dataflows created within that window.
You can configure your time frame by inputting your start and end date. Alternatively, select the calendar icon and use the calendar to configure your dates.
You can also follow the same steps, but filter dataflows by their last modification date, as opposed to their creation date.
Filter dataflows by modification date filter-dataflows-by-modification-date
Similarly, you can apply the same principles and filter your dataflow by their dates of modification. Use the Modified date to configure a particular time frame and filter your view to display only dataflows that have been modified during that period.
Combine filters combine-filters
You can combine different filters to widen or narrow down your search. In the example below, a filter is applied to search for:
- Dataflows that were created using the Amazon S3 source.
- Dataflows that contain the ACME tag.
- Datalfows that are currently enabled.
- Dataflows that were created using the Loyalty Dataset B2C dataset.
- Dataflows that were created between 4/1/2024 and 4/19/2024.
To remove all filters, select Clear all.
Filter sources accounts filter-sources-accounts
In the Experience Platform UI, select Sources in the left navigation and then select Accounts from the top header. You can filter your sources accounts based on the source that they were created with or the user that created them.
Search for accounts and dataflows search-for-accounts-and-dataflows
You can accelerate efficiency by using the search bar to immediately navigate to a particular account or dataflow.
Use the search bar in the Dataflows page to find a specific dataflow. You can search for a dataflow using its name or description.
Use the search bar in the Accounts page to find a specific account. You can search for an account using its name or description.
Inline actions for sources dataflows inline-actions-for-sources-dataflows
Select the ellipses (...) beside a dataflow name for a list of inline actions that you can use to make modifications to your dataflow.
Select Subscribe to alerts to view a pop-up window of alerts that you can subscribe to:
- Sources Dataflow Run Start: Select this alert to receive a notification when your on-demand dataflow run begins.
- Sources Dataflow Run Success: Select this alert to receive a notification when your on-demand dataflow run finishes successfully.
- Sources Dataflow Run Failure: Select this alert when your on-demand dataflow run fails due to errors.
For more information, read the guide on subscribing to alerts for sources dataflows.
Next steps
By reading this document, you have learned how to navigate your way through the sources accounts and dataflows pages. For more information on sources, read the sources overview.