Making bulk changes to term, data class, and classification assignments

After reviewing term, data class, and classification assignments in the metadata enrichment results, you might want to change assignments for more than one asset or column at once.

Changing term, data class, or classification assignments

You might want to assign specific business terms or classifications to more than one asset or column, or you might want to remove business terms or classifications from several assets or columns because they don't fit. You also might want to change the assigned data class for a set of columns or even remove data class assignments completely, for example, for all columns of a specific table.

Depending on the volume of changes, you might see a success message for the bulk operation before the changes are actually complete. You might need to refresh the view several times before you see all changes applied.

Required permissions: To change assignments, you must have at least the Editor role in the project, and you must have at least view access to the categories that are used in the enrichment.

You can also perform these tasks with APIs instead of the user interface. The links to these APIs are listed in the Learn more section.

Changing business term assignments for assets

To change the term assignments for a set of assets, select the assets.

To assign business terms:
1. From More, select Assign business terms.
2. Select the business terms you want to assign.
3. Click Assign.
To remove business terms, select More > Remove business terms. With this option, you reset the term assignments for the selected assets. You clear all assigned, suggested, or removed (rejected) terms from these assets. You might want to do that in these cases:
- You already ran term assignment but the terms or the models were outdated.
- You ran term assignment with an incorrect category scope so that you now have a lot of incorrect term assignments or suggestions.
- You want to redo term assignment from scratch.

Changing business term assignments for columns

To change the term assignments for a set of columns, select the columns. You can filter columns, for example, for a specific asset or for a specific business term, and select columns from the result.

To assign business terms:
1. Click Assign business terms.
2. Select the business terms to assign.
3. Click Assign. The business terms are added to the existing term assignments for the selected columns.
To remove business terms, select More > Remove business terms. With this option, you reset the term assignments for the selected columns. You clear all assigned, suggested, or removed (rejected) terms from these columns. You might want to do that in these cases:
- You already ran term assignment but the terms or the models were outdated.
- You ran term assignment with an incorrect category scope so that you now have a lot of incorrect term assignments or suggestions.
- You want to redo term assignment from scratch.

Changing classification assignments for assets

To change the classification assignments for a set of assets, select the assets.

To assign classifications:
1. From More, select Assign classifications.
2. Select the classifications you want to assign.
3. Click Assign.
To remove classifications, select More > Remove classifications. All classification assignments for the selected assets are removed.

Changing classification assignments for columns

To change the classification assignments for a set of columns, select the columns. You can filter columns, for example, for a specific asset or for a specific classification, and select columns from the result.

To assign classifications:
1. Click Assign classifications.
2. Select the classifications to assign.
3. Click Assign. The classifications are added to the existing classification assignments for the selected columns.
To remove classifications, select More > Remove classifications. All classification assignments for the selected columns are removed.

Changing data class assignments for columns

To change the data class assignments for a set of columns, select the columns. You can filter columns, for example, for a specific asset or for a specific data class, and select columns from the result.

To assign a data class:
1. Click Assign data class.
2. Select the data class to assign.
3. Click Assign. The data class is assigned to all selected columns. Previous data class assignments are overwritten.
To remove data classes, select More > Remove data class. All data class assignments for the selected columns are removed. For each column, the data class is added to the list of suggested data classes instead. The Data class column now shows a dash (—) for the selected columns.

Learn more

Next steps

Publishing metadata enrichment results

Parent topic: Enriching your data assets