Glossary, Category and Terms
Let's understand what each of them are.
The Business Glossary is a great place for you to start building your own dictionary for your organization based on what makes sense in your business context. You can add your business metrics such as revenue, sales growth and then link them to tables within your connnected data sources so your team knows where to extract the values for these metrics.
Check out the Business Glossary example I show here.
Here's how they're defined:
- Glossary is the top-most level container for your categories and terms. You can use this to segment your business metrics by what makes sense for your business, like geographical locations, departments or business lines.
- Terms are the lowest level in the Business Glossary. You can create multiple terms under Glossary and Category, with some additional functionalities (check out the table below).
- To group your terms in a logical sense, you can create Categories as well. However, it is not necessary to have a term within a category.
Here's a table to compare what each type of item in the Business Glossary.
Type | Example | Features |
|---|---|---|
Glossary | Marketing, Sales, Finance | Ability to add description, owners (Data & Business). |
Category | Revenue, Sales Channels | Ability to add description, owners (Data & Business). |
Term | Sales Growth, Indirect Selling | Other than the above, also able to add rich-text documentation, Classifications (eg. Sensitive), Related Terms and Linked Assets. |
Excited to try out adding your first glossary? Check out the guide below.
Last modified 14d ago