In this arcticle, you will find the overview of all actions available in the diagram edit mode. An edited diagram will be saved as a Diagrams application object and relation to the original will be recorded in the relations diagram. Editing a copy will not affect the original, however, you can manually update the copy when the original changes.

Tip

In the bottom-right corner, click the infobox icon to display the legend for the symbols and shortcuts used in the diagram.

Add annotations

In the edit mode, use the actions menu in the middle-bottom of the screen to

  • Add notes,
  • Draw rectangles, circles, or lines

Add labels

Adding labels is available only for data lineages.

Expand your data lineage to see the Attributes bar in the top-right corner. Select up to three attributes, relations, or user relations (e.g. data steward) that will be displayed as labels next to your components.

Edit objects

Add a new object

  1. In the actions menu at the bottom-middle of the screen, click + Add object.
  2. Use the search bar to find your object and click Confirm.

Add child objects

  1. On the right side of your object, click the funnel icon.
  2. From the dropdown list that pops up, select all child objects you want to display in the diagram.
Tip

See the Expand or collapse lineage action to add or remove directly related objects.

Remove an object

Right-click an object and select:

  • Delete: Delete the selected object.
  • Delete incoming: Delete the selected object’s incoming relations.
  • Delete outgoing
    the selected object’s outgoing relations
  • Delete multiple objects: Hold ctrl or cmd and select all objects you want to delete. Right-click one of the selected objects and click Delete.

Move an object

  • Select and hold a component. Now you can move it to any part of the diagram edit window.

  • Hold the mouse wheel to move only the canvas itself. Other individual elements like tables, folders, notes, and other objects will remain stationary.

Edit object hierarchies

Expand an object hierarchy:

  • Identify your object, then click the down arrow on the right side of the object.

Collapse an object hierarchy:

  • Right-click the object level you want to retain and select Hide below this level. All lower levels will be hidden.
  • Please note that collapsing or hiding the object hierarchy is not possible if the displayed hierarchy is at the highest level.

Edit relations

Add a relation

You can add a new relation in three ways: A. Click and drag

  1. Hover over the right side of your component until a plus icon appears.
  2. Click and hold the icon and drag the arrow to another component.

B. Select two objects

  1. Select component A.
  2. Hold control or command and select component B.
  3. Right-click one of the selected components and select Find shortest path.

C. Select relations

  1. Hold ALT (or Option on Mac), click a column, and proceed with with Select relations.
  2. Filter objects by relation types and object names.
  3. Select which object relations you want to add.
  4. Finish with Expand selected.

Delete a relation

To delete a relation:

  • Select the relation line you want to delete and click the minus — icon.
  • Hold ALT (or Option on Mac), click a column, and proceed with with Select relations.
    • Unselect you object relations and confirm.

Expand or collapse lineage

By default Dawiso opens a lineage diagram for the currently viewed object with pre-determined number of incoming and outgoing flows. Users can expand the diagram to go further down or up the stream of data.

Expand lineage directly in the diagram

Many components have a number in a circle on one or both sides, indicating the number of objects that send or consume the component’s data. Double click this number to expand the lineage view to include all connected objects.

Right-click a component

Right-click a component to open a menu with options, including Smart expand, Precise expand, or Wide expand to display: Incoming flows, Outgoing flows, Flows in both directions

Tip

Precise expand allows you to select which objects you want to expand. You can also hold ALT/Option + click the number next to an object to open Precise Expand.

You can also delete these flows by selecting:

  • Delete incoming: Delete all objects that are incoming relations.
  • Delete outgoing: Delete all objects that are outgoing relations.

Undo or redo a change

Use the Undo or Redo icons in the bottom-right corner of the diagram edit window, or simply use the ctrl/cmd + z/y shortcuts.

Update diagram

Click the Update button in the top-right of the diagram to recalculate values and update objects to match the original diagram.

View object details

Double-click any component to open a right-side panel with all details regarding the component/object (double-click again to close). Please note that this function is available only in the fullscreen view.