# Business Intelligence

In Pentaho Data Catalog, within the Business Intelligence section, you can manage and explore metadata from various third-party business intelligence (BI) tools. BI tools, like Tableau and Power BI, connect different data sources to create visual reports and dashboards that facilitate informed decision-making.

These tools generate valuable metadata, including information about reports, visualizations, datasets, data fields, data flows, and the users who created or last modified them. By integrating these BI tools into Data Catalog, you can import and catalog this metadata as BI server components in a well-structured, hierarchical format, making it easier to navigate and govern. This integration gives visibility into how data is utilized, which reports rely on specific datasets, and how frequently certain business assets are accessed or modified.

Currently, the **Business Intelligence** section supports integration with:

* Tableau server: Import metadata from Tableau sites, projects, workbooks, dashboards, reports, and underlying datasets.
* Power BI server: Import metadata from Power BI tenants, workspaces, apps, reports, dashboards, datasets, tables, columns, and dataflows.

## Tableau server

Tableau is a business intelligence platform that enables users to connect to data from various sources, analyze it, and create interactive visualizations such as dashboards, charts, and reports. Widely used across industries, Tableau empowers business users to make data-driven decisions through intuitive drag-and-drop interfaces and real-time analytics.

Tableau server is the enterprise version of the platform that hosts workbooks, dashboards, and data sources centrally. It supports role-based access, sharing, collaboration, and scheduling features that help scale insights across organizations.

### Tableau server components

In Data Catalog, you connect to the Tableau server and import its components into the Business Intelligence section. To learn more, see the [Manage Business Intelligence components](/pdc-admin/pdc-manage-business-intelligence-components.md#import-and-sync-tableau-server-components-into-data-catalog) topic under the [Manage Business Intelligence components](/pdc-admin/pdc-manage-business-intelligence-components.md) section in the [Administer Pentaho Data Catalog](https://docs.pentaho.com/pdc-admin/) guide. Onc**e imported, the Tableau server is represented as a node under the Business Intelligence** section, with nested components organized by their logical relationships. These components include projects, workbooks, reports, report pages, charts, datasets, data flows, and individual data attributes.

The following table lists the components of the Tableau server hierarchy in Data Catalog:

![Tableau server components](/files/Msqg0Wkqm8EwlsAb6l77)

<table><thead><tr><th width="77.888916015625">Item</th><th width="137">Component in PDC</th><th width="155.888916015625">Represents Tableau Entity</th><th width="212.4444580078125">Description</th><th>Example</th></tr></thead><tbody><tr><td>1</td><td>Tableau Server</td><td>Site</td><td>Represents a Tableau site on the connected server. Sites isolate content, users, and permissions.</td><td>Dev-8f012f9ca7</td></tr><tr><td>2</td><td>Folder</td><td>Project</td><td>Logical container for Tableau content such as workbooks and data sources.</td><td>Sample, Default</td></tr><tr><td>3</td><td>Dataset</td><td>Published Data Source</td><td>Centralized data asset used by multiple reports or dashboards. May be extracted or live.</td><td>Sales Analytics Data Source</td></tr><tr><td>4</td><td>Data Entity</td><td>Table/Logical Table</td><td>Represents a physical or logical table within a dataset.</td><td>Orders, Customer_Orders</td></tr><tr><td>5</td><td>Data Attribute</td><td>Column</td><td>Column or field within a table or data entity.</td><td>Order Date, Revenue</td></tr><tr><td>6</td><td>Report</td><td>Workbook</td><td>Collection of one or more dashboards, sheets, and stories built on Tableau data sources.</td><td>World Indicators</td></tr><tr><td>7</td><td>Report Page</td><td>Dashboard/Sheet</td><td>Visual page within a report; may include charts, filters, and other layout elements.</td><td>Global Health Metrics</td></tr><tr><td>8</td><td>Chart</td><td>View</td><td>A single visualization, such as a bar chart, line graph, or map, inside a sheet or dashboard.</td><td>GDP Growth by Country</td></tr><tr><td>9</td><td>Report Attribute</td><td>Field</td><td>A data field used in a report visualization. It may come from a Tableau extract or a live connection.</td><td>Customer ID, Sales Region</td></tr><tr><td>10</td><td>Data Flow</td><td>Workbook Relationships</td><td>Shows flow of data across datasets, fields, and visualizations. Captures lineage and usage.</td><td>Sales Trends Flow</td></tr></tbody></table>

The following is the Tableau server component hierarchy:

![](/files/SJNOyv8ypmJjB6v0Vzom)

## Power BI server

Power BI is Microsoft’s business analytics service that enables users to connect to multiple data sources, analyze information, and create interactive visualizations such as reports, dashboards, and charts. Power BI provides an intuitive interface for designing and sharing insights, empowering business users to make informed decisions through data exploration and self-service analytics.

Power BI server (also referred to as the Power BI service) is the enterprise version of the platform that hosts workspaces, apps, reports, dashboards, and datasets centrally in the cloud. It supports secure authentication, role-based access, collaboration, and automated refresh capabilities, allowing organizations to scale analytics across teams while maintaining governance and compliance.

{% hint style="info" %}
Today Data Catalog supports Power BI integration by using API username, password, and the API token route only. Service Principal Name (SPN) is not supported.
{% endhint %}

### Power BI server components

In Data Catalog, you connect to the Power BI server and import its components into the **Business Intelligence** section. To learn more, see the [Import and sync Power BI server components into Data Catalog](/pdc-admin/pdc-manage-business-intelligence-components.md#import-and-sync-power-bi-server-components-into-data-catalog) topic under the [Manage Business Intelligence components](/pdc-admin/pdc-manage-business-intelligence-components.md) section in the[ Administer Pentaho Data Catalog](https://docs.pentaho.com/pdc-admin/) guide. Once imported, the Power BI server is represented as a node under the **Business Intelligence** section, with nested components organized by their logical relationships. These components include tenants, workspaces, apps, reports, report pages, charts, datasets, tables, fields, and dataflows.

The following table lists the components of the Power BI server hierarchy in Data Catalog:

<figure><img src="/files/K1YQewXinnrj4bglsnM6" alt=""><figcaption></figcaption></figure>

<table><thead><tr><th width="84">Item</th><th>Component in PDC</th><th>Represents Power BI Entity</th><th width="272.25"></th><th></th></tr></thead><tbody><tr><td>1</td><td>Power BI Server</td><td>Power BI Tenant / Environment</td><td>Represents the connected Power BI tenant or environment, which contains workspaces, apps, reports, and datasets.</td><td>ContosoTenant</td></tr><tr><td>2</td><td>Folder</td><td>Workspace / App</td><td>Logical container for Power BI content, including reports, dashboards, and datasets.</td><td>FinanceWorkspace, SalesApp</td></tr><tr><td>3</td><td>Report</td><td>Report / Dashboard</td><td>A published report or dashboard that contains pages and visualizations.</td><td>Sales Performance Report</td></tr><tr><td>4</td><td>Report Page</td><td>Report Page</td><td>A visual page within a Power BI report; may include multiple charts and filters.</td><td>Q1 Revenue Page</td></tr><tr><td>5</td><td>Chart</td><td>Visual / Visual Element / Tile</td><td>An individual visualization, such as a bar chart, line graph, or KPI tile, on a report page.</td><td>Revenue by Region Chart</td></tr><tr><td>6</td><td>Report Attribute</td><td>Visual Element Information</td><td>Metadata about a visual element, such as the measures or dimensions used.</td><td>Total Sales (Measure)</td></tr><tr><td>7</td><td>Dataset</td><td>Dataset</td><td>A centralized data model or dataset used by multiple reports or dashboards.</td><td>CustomerOrders Dataset</td></tr><tr><td>8</td><td>Data Entity</td><td>Table</td><td>A physical or logical table inside a dataset.</td><td>Orders, Customer</td></tr><tr><td>9</td><td>Data Attribute</td><td>Field</td><td>A column or field within a table or data entity.</td><td>OrderDate, Revenue</td></tr><tr><td>10</td><td>Data Flow</td><td>Dataflow</td><td>ETL or transformation flow that prepares data for use in datasets.</td><td>Sales Dataflow</td></tr></tbody></table>

The following image shows the hierarchy of Power BI Server components:

<figure><img src="/files/HJSzP0UeugTEYKcHEgde" alt=""><figcaption></figcaption></figure>

### Lineage for Power BI assets <a href="#lineage-for-power-bi-assets" id="lineage-for-power-bi-assets"></a>

When Power BI metadata is imported into Data Catalog, the system automatically computes lineage for datasets and reports during import and displays it in the **Lineage** pane. This helps you visualize how Power BI reports are connected to datasets and underlying tables, enabling you to understand data dependencies, assess impact, and build trust in BI content.

<figure><img src="/files/B3hxgWgvXsUnOrhzq5jh" alt=""><figcaption></figcaption></figure>

Click **View Lineage** to view additional lineage information for the selected report or dataset. This view provides a clear visual representation of how the report or dataset is related to other BI assets. In addition to the system-computed lineage, you can also add **manual lineage** when you want to document known sources or relationships that are not automatically discovered. For more information, see [Report lineage](/pdc-use/pdc-lineage/pdc-report-lineage.md).

<figure><img src="https://media-cdn.atlassian.com/file/c57e8521-ce07-4dc5-ad13-e9c952dc6b8e/image/cdn?allowAnimated=true&#x26;client=4c17d9b0-0f03-4dbc-930f-6cc0ef21c7e4&#x26;collection=contentId-32963788803&#x26;height=125&#x26;max-age=2592000&#x26;mode=full-fit&#x26;source=mediaCard&#x26;token=eyJhbGciOiJIUzI1NiJ9.eyJpc3MiOiI0YzE3ZDliMC0wZjAzLTRkYmMtOTMwZi02Y2MwZWYyMWM3ZTQiLCJhY2Nlc3MiOnsidXJuOmZpbGVzdG9yZTpjb2xsZWN0aW9uOmNvbnRlbnRJZC0zMjk2Mzc4ODgwMyI6WyJyZWFkIl19LCJleHAiOjE3NzAxNzcwMDAsIm5iZiI6MTc3MDE3NDEyMCwiYWFJZCI6IjYzM2MzMjY4OGI3NTQ1NWJlNDU4MzQwMSIsImh0dHBzOi8vaWQuYXRsYXNzaWFuLmNvbS9hcHBBY2NyZWRpdGVkIjpmYWxzZX0.wTyTvmmnfpHAdrU4toVTzVDRg9FhmMObBgpsp2MGGoI&#x26;width=690" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
You cannot modify or delete system-computed lineage generated during the import process. However, can delete manual lineage when it is no longer needed.
{% endhint %}

## Tour the Business Intelligence (BI) components page

In Data Catalog, the Business Intelligence section provides a user-friendly interface for managing and viewing BI server components like Tableau servers and their components. To access and explore the BI server components page, on the left navigation menu, click **Business Intelligence**. This page is divided into two primary areas: [Navigation](#business-intelligence-bi-components-navigation-pane) and [Content ](#business-intelligence-bi-server-components-content-pane)pane.

![PDC Tour the Tableau server components page](/files/QjMXEToqijtcVM44oOSa)

### Business Intelligence (BI) components navigation pane

In Data Catalog, on the left navigation pane, you see a list of Business Intelligence (BI) servers like Tableau and Power BI, and their components, including folders, reports, data sets, data attributes, and more, organized in a hierarchical tree structure. You can explore this hierarchy to locate specific BI server components for further analysis. You can choose **View Table** or **View Galaxy** under **Actions** to understand the BI server components hierarchy.&#x20;

To configure and import BI server components, see [Configure a Tableau server connection in Data Catalog](/pdc-admin/ldc-advanced-configuration-ut_cp.md#configure-a-tableau-server-connection-in-data-catalog)**,** or from Power BI server, see [Configure a Power BI server connection in Data Catalo](/pdc-admin/ldc-advanced-configuration-ut_cp.md#configure-a-power-bi-service-connection-in-data-catalog)**g** in the [Administer Pentaho Data Catalog](https://docs.pentaho.com/pdc-admin/) document. If required, you can also manually create BI server components using the following options available under **Actions**:

<table><thead><tr><th width="173.4444580078125">Option</th><th width="307.27783203125">Description</th><th>Usage</th></tr></thead><tbody><tr><td><strong>Add New BI Server</strong></td><td>Create a placeholder BI server node manually. It represents a Tableau Server for Tableau and a Tenant or Environment for Power BI.</td><td>Helps simulate or mock BI hierarchy for testing, planning, or offline documentation.</td></tr><tr><td><strong>Add New BI Folder</strong></td><td>Add a new BI Folder to represent a Tableau Project. It represents a Project for Tableau and a Workspace or App for Power BI.</td><td>Organizes reports and datasets into logical units for better structure and governance.</td></tr><tr><td><strong>Add New BI Report</strong></td><td>Create a new Report component for a Tableau Workbook. It represents a Workbook for Tableau and a Report or Dashboard for Power BI.</td><td>Allows documentation of manually maintained or external workbooks not yet ingested.</td></tr><tr><td><strong>Add New BI Report Page</strong></td><td>Add a Report Page representing a Dashboard or Sheet. It represents a Dashboard or Sheet for Tableau and a Report Page for Power BI.</td><td>Helps describe layout-level details of dashboards for lineage and tagging.</td></tr><tr><td><strong>Add New BI Chart</strong></td><td>Insert a Chart component (visualization) under a Report Page. It represents a View for Tableau and a Visual or Tile for Power BI.</td><td>Enables tracking of individual visualizations for audit or sensitivity tagging.</td></tr><tr><td><strong>Add New BI Report Attribute</strong></td><td>Define a field or measure used in a chart. It represents a Field used in a View for Tableau and visual element information such as a field or measure for Power BI.</td><td>Allows classification and sensitivity tagging of fields used in visual analytics.</td></tr><tr><td><strong>Add New BI Dataset</strong></td><td>Create a node for a published Tableau Data Source. It represents a Published Data Source for Tableau and a Dataset for Power BI.</td><td>Enables independent governance and search of datasets reused across reports.</td></tr><tr><td><strong>Add New BI Data Entity</strong></td><td>Add a table or logical data object under a dataset. It represents a Table or Logical Table for Tableau and a Table for Power BI.</td><td>Useful for tracing report usage back to table-level lineage and ownership.</td></tr><tr><td><strong>Add New BI Data Attribute</strong></td><td>Define a column or field within a Data Entity. It represents a Column for Tableau and a Field for Power BI.</td><td>Allows data profiling, classification, and glossary term association at column level.</td></tr><tr><td><strong>Add New BI Dataflow</strong></td><td>Define a data flow manually. It represents Workbook Relationships or a Prep Flow for Tableau and a Dataflow for Power BI.</td><td>Helps document how data moves from sources to visualizations, supporting lineage.</td></tr><tr><td><strong>View Table</strong></td><td>View BI components in tabular format.</td><td>Enables sorting, filtering, and bulk metadata review or tagging.</td></tr><tr><td><strong>View Galaxy</strong></td><td>Visualize BI components and their relationships.</td><td>Helps users quickly understand dependencies and flow using an interactive map.</td></tr><tr><td><strong>Import</strong></td><td>Import metadata from an external file, like JSON Lines or Comma Separated Values (text/csv). For more information, see <a href="/spaces/cUaDtyTop3vo8cjqgjGk/pages/ucIj81khDT61RJwQLFGe#import-bi-server-components">Import BI server components</a>.</td><td>Brings in real-time metadata for accurate documentation and governance.</td></tr><tr><td><strong>Export</strong></td><td>Export BI metadata and hierarchy JSON Lines or Comma Separated Values (text/csv) file formats. For more information, see <a href="/spaces/cUaDtyTop3vo8cjqgjGk/pages/ucIj81khDT61RJwQLFGe#export-bi-server-components">Import BI server components</a>.</td><td>Supports metadata backup, transfer, or offline review and documentation.</td></tr></tbody></table>

To learn more about the options, see the [Manage Business Intelligence components](/pdc-admin/pdc-manage-business-intelligence-components.md) section in the [Administer Pentaho Data Catalog](https://docs.pentaho.com/pdc-admin/) document.

### Business Intelligence (BI) server components content pane

You can view detailed information about the selected Business Intelligence (BI) server, like Tableau and Power BI server components, including metadata specific to the chosen component. For instance, when a report is selected, the content pane shows its associated metadata, where you can clearly understand the data attributes and context.

The following table identifies the key details available in the content pane for a BI server (like Tableau) component:

![PDC BI server (like Tableau) components content pane](/files/qjBrMNDND1rKD7IWDqMs)

<table><thead><tr><th width="74.5555419921875">Item</th><th width="145.99993896484375">Name</th><th>Description</th></tr></thead><tbody><tr><td>1</td><td>Data Banner</td><td>Shows the name, path, and type icon identifying the BI server and the selected component. This applies to Tableau and Power BI items such as folders, reports, datasets, data entities, charts, and fields. With these details, you can gain a clear understanding of the component's position within the hierarchy and its classification. The name and type attributes identifying the resource are provided.</td></tr><tr><td>2</td><td><strong>Actions</strong> menu</td><td>Shows a menu of actionable options tailored to the selected BI server component type. You can perform tasks such as copying the component path (hierarchy) to reference the asset’s location or switching to a Galaxy view to visualize the data alternately. For more information, see <a href="#business-intelligence-bi-components-galaxy-view">Business Intelligence (BI) Galaxy view</a>.</td></tr><tr><td>3</td><td><strong>Summary</strong> tab</td><td>Provides detailed metadata for the selected component. For Tableau and Power BI, this can include definition, ratings, and properties such as Name, Source View Id, Created At, Updated At, Owner Name, Owner Site Role, Content Permissions, counts of child items, and Data Catalog audit fields like Created By and Last Updated. To learn more, see <a href="#business-intelligence-bi-hierarchy-view">Business Intelligence (BI) hierarchy view</a>.</td></tr></tbody></table>

## Different views of Business Intelligence (BI) components

In the Business Intelligence section of Data Catalog, you can explore Business Intelligence (BI) server components from Tableau and Power BI, in multiple views to understand the structure and relationships between folders, reports, data sets, data attributes, and more, in a way that best suits your needs.

By default, Data Catalog displays BI server components in a hierarchical tree-structured format. This view organizes components, such as folders, reports, data sets, data attributes, and more, by following a clear parent-child relationship, enabling users to understand how different BI server components are interconnected. For more information, see [Tableau server components](#tableau-server-components) and [#power-bi-server-components](#power-bi-server-components "mention").

You can also switch to Table View or Galaxy View by selecting the **View Table** or **View Galaxy** option from the **Actions** menu in the navigation pane. In the table view, you see BI server components presented in a tabular layout or a detailed, spreadsheet-like format, which helps you analyze, compare, and manage the components efficiently. In Galaxy view, you can visualize BI server components in a spatial format, where you can identify relationships and patterns between the components, making it ideal for gaining a broader, more interconnected perspective of BI server components.

### Business Intelligence (BI) hierarchy view

In Data Catalog, you can configure Business Intelligence (BI) servers such as Tableau and Power BI and import their components into the Business Intelligence section. In the hierarchy view of the Business Intelligence page, you can manage them visually and intuitively. Additionally, you can sync BI server  components and maintain their associated details, ensuring clarity and consistency in data-related discussions. The following options are available on the Business Intelligence page.

#### **BI server component name**

The name of the BI server component, such as folder, report, dataset, data entity, chart, or field, and more. With this, you can quickly identify and understand the specific BI server component you are working with. For example, a project in Tableau appears as a folder and workspace or app in Power BI appears as a folder.

<img src="/files/NMDomLRZFE8jHPVeHDXI" alt="PDC BI hireachry view of tableau server" width="563">

#### **Actions**

The **Actions** menu with the following features:

<table><thead><tr><th width="149.5555419921875">Feature</th><th>Description</th></tr></thead><tbody><tr><td><strong>Copy Path</strong></td><td>Copies the hierarchical path of the BI server component for quick reference or to share it with others.</td></tr><tr><td><strong>View Galaxy</strong></td><td>Takes you to the Galaxy view of the selected BI server component. Here, you can see the BI server components and their related assets. See <a href="#business-intelligence-bi-components-galaxy-view">Business Intelligence (BI) components Galaxy</a> view for more details.</td></tr></tbody></table>

#### **Summary tab**

Gives a summarized view of the selected BI server component. In the **Summary** tab, you can view the following information.

**Note:** The visible information depends on the BI server component you have selected.

<table><thead><tr><th width="117.33331298828125">Name</th><th>Description</th></tr></thead><tbody><tr><td><strong>Description</strong></td><td>Update with a custom description of the selected component that helps users understand its purpose, configuration, and role within their BI server.</td></tr><tr><td><strong>Lineage</strong></td><td>Displays the upstream and downstream relationships of the Business Intelligence asset, showing how the asset is connected to data sources, datasets, and other BI objects. Lineage helps to understand where the data originates, how it flows through the BI environment, and which assets are impacted by changes, supporting impact analysis, troubleshooting, and governance. You can click <strong>View Lineage</strong> to focus on the lineage and add a manual lineage. For more information, see <a data-mention href="/pages/gNm6m6FtbpeJM7b514Ui#report-lineage">/pages/gNm6m6FtbpeJM7b514Ui#report-lineage</a>.</td></tr><tr><td><strong>Ratings</strong></td><td>Highlights the popularity of the BI asset by providing an average of all the user ratings. A low rating highlights an issue with the resource, such as incomplete data.</td></tr><tr><td><strong>Properties</strong></td><td><p>Shows the properties of the selected BI server component.</p><ul><li><strong>Name</strong>: Displays the name of the BI component (for example, Samples).</li><li><strong>Source View Id</strong>: A unique identifier assigned by BI server to distinguish this component from others.</li><li><strong>Created At</strong>: Indicates the date and time when the component was initially created in BI server.</li><li><strong>Updated At</strong>: Shows the date and time when the component was last modified in BI server.</li><li><strong>Owner Name</strong>: Specifies the BI server user who owns the component.</li><li><strong>Owner Site Role</strong>: Represents the role assigned to the owner within the BI server (for example, SiteAdministratorCreator).</li><li><strong>Content Permissions</strong>: Describes how access to the component is managed (for example, ManagedByOwner).</li><li><strong>Project Count</strong>: Displays the number of sub-projects (if any) that exist under the current component.</li><li><strong>Workbook Count</strong>: Indicates the total number of workbooks associated with the component.</li><li><strong>View Count</strong>: Shows the number of views or sheets linked to this component.</li><li><strong>Datasource Count</strong>: Represents the number of data sources connected to this BI component.</li><li><strong>Created By</strong>: Displays the user who created the component metadata in Data Catalog.</li><li><strong>Updated By</strong>: Indicates the user who last updated the component metadata in Data Catalog.</li><li><strong>Last Updated</strong>: Shows the date and time when the component metadata was last modified in Data Catalog.</li><li><strong>Sensitivity</strong>: Indicates the data sensitivity level assigned to the component (for example, UNKNOWN, PII, or Confidential).</li><li><strong>Domain</strong>: Identifies the business domain the component belongs to (such as HR, Finance, or Sales).</li><li><strong>Status</strong>: Displays the current metadata status in Data Catalog (such as <strong>Accepted</strong>, <strong>Draft</strong>, or <strong>Archived</strong>).</li></ul></td></tr><tr><td><strong>Custom Properties</strong></td><td>Lists the custom properties associated with the resource. Custom properties refer to user-defined metadata attributes or fields that can be associated with various data assets. For more information, see <a href="/pages/3FE9zcu0WUoN3bk0ajJt#custom-properties">Custom properties</a>.</td></tr><tr><td><strong>Tags</strong></td><td>Lists the tags associated with the resource. In addition, you can click and start adding tags like “quality:45” (the key should be unique) to the resource, which helps to identify the resource with tagged keywords.</td></tr><tr><td><strong>Style</strong></td><td>Displays the icon, title, and color associated with the BI asset. With the data steward role, you can click the <strong>Edit</strong> (pencil) icon to select a different icon, update the title, and change the color. Then you can click <strong>Apply</strong>, the selected icon and color are updated immediately, and the updated title appears in the asset header and in the breadcrumb navigation. You can also choose <strong>Apply to all siblings</strong> to apply the same visual changes to all sibling assets at the same level.<br><br>▶️ Watch a guided walkthrough on <a href="https://assets.demos.hitachivantara.com/psl/d4h0ewc">editing icons, titles, and colors in the Style panel</a> in Data Catalog.</td></tr></tbody></table>

#### **Custom Properties tab**

The **Custom Properties** tab displays additional metadata defined by your organization to capture business-specific attributes for BI components. Each property entry displays the **Property Name**, **Description**, **Type**, and **Value**. Custom properties allow you to capture business-specific details that are not part of the standard metadata model, such as project identifiers, cost centers, data sensitivity levels, or certification status. For more information, see [Resource properties](/pdc-use/ldc-resource-properties-user-guide-cp.md#custom-properties).&#x20;

To manage custom properties, select **Manage properties** to open the **Custom Properties** page in the **Management** section. For more information, see [Manage custom properties](/pdc-admin/manage-custom-properties.md) in [Administer Pentaho Data Catalog](https://docs.pentaho.com/pdc-admin/) document.

#### Business Terms tab

{% hint style="info" %}
The **Business Terms** tab is available only for BI reports and data component&#x73;**.**
{% endhint %}

In the **Business Terms** tab, you can associate BI report components with relevant business terms. Associating business terms provides standardized definitions and context to the data elements used in the report, improving clarity and consistency across the organization. This tab displays the names of the associated glossary terms, their parent categories, and the owners responsible for maintaining them. You can also apply filters to narrow the list of terms.

To add a business term, click **Add Terms** and select the business term you want to associate with the BI report component. Once a term is added, a relationship is established between the business term and the report. To view additional information, click the term name to open it in separate view with a highlighted focus. If needed, you can click **Delete** to remove the association between the business term and the report. This action only removes the relationship, and it does not delete the business term from Data Catalog.

#### **Policies tab**

{% hint style="info" %}
The **Policies** tab is available only for BI reports and data component&#x73;**.**
{% endhint %}

In the context of a BI report component, policies and standards define the governance rules that apply to the report. These policies may include data access restrictions, privacy guidelines, retention rules, or security requirements. In the **Policies** tab, you can explore policies linked to the report and view additional details, including the policy name, parent category, and owner. Associating policies with BI components helps communicate data governance requirements, reduce the risk of non-compliance, and promote responsible data use. You can also apply filters to refine the list.

On the **Policies** tab, you can view, apply, or remove policies as needed to support data governance objectives. To add a policy, click **Add Policy** and select the standard or policy you want to associate with the BI report component. Once added, a relationship is created between the policy and the report. If needed, click **Delete** to remove the association between the policy and the component. This action removes the link but does not delete the policy from Data Catalog.

#### Reference Data tab

{% hint style="info" %}
The **Reference Data** tab is available only for BI reports and data component&#x73;**.**
{% endhint %}

In the **Reference Data** tab, you can view and manage reference data sets such as country codes, product hierarchies, or status lists associated with the BI report component. Using governed reference lists improves consistency in filters and calculations across reports and teams. Each entry in the list displays the **Name**, **Parent**, **Status**, and **Version** of the reference data set. These associations ensure that BI reports use standardized lookup values, such as country codes, product categories, or other controlled lists that help maintain consistency across reports and dashboards.

To add reference data, click **Add Reference Data** and select the data set you want to associate with the BI report component. After you add a data set, a relationship is created between the reference data and the report. You can filter the list to narrow the results. To view more information, click the reference data set name to open it in the Canvas view. If needed, click **Delete** to remove the association between the reference data and the report. This action removes only the relationship, and it does not delete the reference data set from Data Catalog.

#### **Comment tab**

The **Comment** tab is a collaborative feature that allows users to discuss and provide feedback on specific data assets within Data Catalog. You can add comments, share suggestions, or ask questions directly in the tab using the provided text box, which includes basic formatting options like bold, italic, and bullet points. In addition, you can tag other users by mentioning them with the "@" symbol followed by their username. Then the specific user, or users, are notified of the comment through email and in the Mentions tab on the Data Catalog landing page, prompting them to respond if necessary. For more information, see [Tour of the Home page](/pdc-use/ldc-quick-start-user-guide-cp.md#tour-of-the-home-page).

**Note:** In the Comment tab, you can:

* Tag users who have been configured in Data Catalog.
* Only delete the comments you posted.
* Delete any comment if you are an admin.

#### Data Elements tab

{% hint style="info" %}
The **Data elements** tab is available only for BI reports and data component&#x73;**.**
{% endhint %}

In the **Data Elements** tab, you can view the data elements that are used in the BI report component, such as tables, folders, or fields from connected data sources. Each listed element displays details including the **Data Source**, **Item Name**, **Item Type**, **Sensitivity**, and any applied **Tags**.

Adding data elements and maintaining this mapping helps you trace where the report data originates, understand the report's structure, and evaluate data sensitivity or tagging requirements. This visibility improves data governance, enables impact analysis, and supports discovery across datasets and BI assets.

To add a new element, click **Add Data Element**, select the data source and items you want to associate, and click **Add**. Once added, the relationship between the BI report and the selected data elements appears in the list. To open an element and view more information, click the **Item Name** link to navigate to its detailed Data Canvas view. If needed, click **Delete** to remove the association between the data element and the report. This action removes only the relationship and does not delete the data element from Data Catalog.

### Business Intelligence (BI) table view

In Data Catalog, the Business Intelligence (BI) components table view shows a structured, spreadsheet-like layout for browsing and managing BI server components from Tableau and Power BI. This view enhances the way you interact with the components. It provides a centralized overview to view all BI components, such as folders, reports, datasets, data attributes, and more, along with their associated metadata in a single unified interface. With this consolidated view, you can navigate easily and quickly search, sort, and filter through large volumes of BI components to locate the exact asset you need.

To access the Table View for BI server components, click **Business Intelligence** in the left navigation. Then, the Business Intelligence landing page appears. In the Navigation pane, click **Actions** and select **View Table** from the menu options. The BI server components table view appears, displaying all components in a grid layout for easier visibility and comparison.

The Business Intelligence Table View is organized into multiple tabs based on BI server component types:

<table><thead><tr><th width="169.5555419921875">Tab</th><th>Description</th></tr></thead><tbody><tr><td><strong>All</strong></td><td>Shows all BI components together in a single table. This view is useful for browsing, filtering, and managing multiple asset types.</td></tr><tr><td><strong>BI Server</strong></td><td>Shows Tableau server entries that are imported or manually added. Each entry represents a Tableau site.</td></tr><tr><td><strong>BI Folder</strong></td><td>Shows Tableau Projects, shown as BI Folders. Projects help organize workbooks and data sources within a Tableau site.</td></tr><tr><td><strong>BI Report</strong></td><td>Shows Tableau Workbooks, which contain dashboards and sheets. Each workbook is treated as a report in Data Catalog.</td></tr><tr><td><strong>BI Report Page</strong></td><td>Shows Tableau Dashboards or Sheets within a workbook. Each page represents a visual layout of charts and filters.</td></tr><tr><td><strong>BI Chart</strong></td><td>Shows individual visualizations within a report page. Charts include bar charts, pie charts, line graphs, and more.</td></tr><tr><td><strong>BI Report Attribute</strong></td><td>Shows the fields used in Tableau visualizations. These include dimensions, measures, and calculated fields.</td></tr><tr><td><strong>BI Dataset</strong></td><td>Shows Tableau Published Data Sources. These datasets are shared across multiple workbooks and dashboards.</td></tr><tr><td><strong>BI Data Entity</strong></td><td>Shows tables or logical data structures within a dataset. Each entity helps trace back to the data origin.</td></tr><tr><td><strong>BI Data Attribute</strong></td><td>Shows individual fields or columns within a data entity. You can classify or tag these fields for governance.</td></tr><tr><td><strong>BI Dataflow</strong></td><td>Shows Tableau Prep Flows or manually defined data flows. Data flows illustrate how data is transferred and transformed between components.</td></tr></tbody></table>

Each tab in the table view displays common and component-specific attributes in column format. The following table lists such attributes:

<table><thead><tr><th width="159.5555419921875">Column</th><th>Description</th></tr></thead><tbody><tr><td><strong>Name</strong></td><td>The name of the BI asset, such as a report, chart, or dataset. You can click to view more details.</td></tr><tr><td><strong>Type</strong></td><td>Indicates the component type (for example, BI Chart, BI Report, BI Dataset).</td></tr><tr><td><strong>Parent</strong></td><td>The name of the parent component under which the current asset exists.</td></tr><tr><td><strong>Created At</strong></td><td>The timestamp when the component was initially created in the source BI tool.</td></tr><tr><td><strong>Updated At</strong></td><td>The timestamp when the component was last modified in the source BI tool.</td></tr><tr><td><strong>Created By</strong></td><td>The user who created the metadata entry in Data Catalog, if available.</td></tr><tr><td><strong>Updated By</strong></td><td>The user who last updated the metadata in Data Catalog.</td></tr><tr><td><strong>Description</strong></td><td>A user-provided summary describing the BI component’s purpose or context.</td></tr><tr><td><strong>Last Sync</strong></td><td>The most recent time the component’s metadata was synced with the BI Server.</td></tr><tr><td><strong>Source Type</strong></td><td>Specifies the origin or connection type of the BI asset (for example, live, extract).</td></tr><tr><td><strong>URL</strong></td><td>A link to open the component in the BI server, if available.</td></tr><tr><td><strong>Partially Loaded</strong></td><td>Indicates whether the metadata load was incomplete. Useful for debugging.</td></tr><tr><td><strong>Location</strong></td><td>The server or environment source location, if captured during metadata ingest.</td></tr><tr><td><strong>Sub Entity Type</strong></td><td>Represents the specific subtype of the component (for example, field type, view type).</td></tr><tr><td><strong>Endorsement</strong></td><td>Shows if the component is endorsed or certified by a data steward.</td></tr><tr><td><strong>Sensitive</strong></td><td>Indicates whether the asset contains sensitive data, such as personally identifiable information (PII) or protected health information (PHI).</td></tr><tr><td><strong>Expression</strong></td><td>Shows any formulas or calculations associated with the component.</td></tr><tr><td><strong>Hidden</strong></td><td>Marks whether the component is hidden in the source BI tool.</td></tr><tr><td><strong>Visual Type</strong></td><td>Describes the type of visualization (for example, bar chart, map, scatter plot).</td></tr><tr><td><strong>Label</strong></td><td>Displays any labels associated with the component for categorization.</td></tr><tr><td><strong>Dataset Linked</strong></td><td>Indicates whether the asset is connected to a known dataset.</td></tr><tr><td><strong>Tags</strong></td><td>Lists tags that have been applied to the asset for easier discovery and grouping.</td></tr></tbody></table>

In the Business Intelligence table view, each row displays an **Edit** and **Delete** icon. You can click the **Edit** icon to modify selected metadata fields. Editable fields include the component’s name, last sync time, source type, URL, location, expression, label, dataset linked, and tags. These fields help Data Catalog users enhance metadata quality, classify components, and maintain governance directly within the table interface. After making updates, you can save the changes by clicking the **Save** button that appears in the row.

In addition to editing, you can remove components by using the **Delete** icon, which is displayed in each row. Deleting a component permanently removes it from the catalog and its associated hierarchy, so this action should be performed with care.

{% hint style="warning" %}
Deleting a component permanently removes it from the Data Catalog. However, this change doesn’t reflect in the actual BI server.
{% endhint %}

Additionally, you can apply filters to refine the list and manage columns using the settings feature. You can also perform multiple actions in the table view. To learn more about the additional actions, see [Manage Business Intelligence components](/pdc-admin/pdc-manage-business-intelligence-components.md) section in the [Administer Pentaho Data Catalog](https://docs.pentaho.com/pdc-admin/) document.

### Business Intelligence (BI) Galaxy view

In the Navigation pane, under **Actions**, selecting **View Galaxy** displays the Business Intelligence (BI) components in the Galaxy view. The Galaxy view shows a different visual layout that is useful for exploring relationships and connections among BI components. You can use the Galaxy view feature to quickly view the structure of the data and its details. This feature is handy when you want to view information that is not easily visualized using the navigation tree. When you open BI components in the Galaxy view, you can see the relationships in the data from a bird's eye view and drill down into the data for specific details. To learn more about Galaxy view and its available functions, see [Galaxy View](/pdc-use/pdc-galaxy-view.md).


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