Browse the Exchange

The Exchange is where you find and subscribe to data products. You can easily browse products and view their descriptions, assets, related products, and subscription plans. You can view all data products or just those to which you are subscribed.

As a registered user, you can use the Exchange to find the product you need quickly and easily.

• Click on the Exchange icon on the navigation to view all products available to you.

• Check the box to only Show subscribed products or leave it empty to show all products.

• Select whether to display products in a list or grid view.

Search

The Search bar allows users to easily search across assets and products by entering a search term in the search area at the top of the navigation. Search looks at exact or partial matches in:

• Product names

• Asset names

• Product headlines

• Product descriptions

• Column names (from asset dictionary)

• Column Descriptions (from asset dictionary)

• Product IDs

• Asset IDs

• Custom Metadata (displays what product/asset and key the values are found in)

Results show where the search term was found and what Asset or Product it is in. The Product or Asset can be accessed directly from the results.

A Product must have been set to be visible to the search user for it to be listed in the results. An Asset must have Share Permissions applied for the searching user to be listed in the results. Results are limited to 10.

Filter

Restrict the display of Products by using filters:

• Click on Asset type to select filter all Products that contain one or more selected Asset types

• Click on Organization to select filter all Products that have been published by one or more selected Organizations.

Sort

Determine the order in which the display of Products is presented. The default is Name (A-Z):

Click on the current Sort criteria to change it to another

• Name (A to Z)

• Name (Z to A)

• Published (Recent first)

• Published (Oldest first)

Category Tags

Category Tags are defined by the platform owner and are applied to Products by the Product owner. Select the most appropriate Category Tags to help you discover specific Products.

To do so, click on one or more Categories on the left of the screen.

Learn More about a Product

The Exchange gives you the opportunity to find out more about a product so you know exactly what it is and you can make sure it is right for you.

1. Click on the Exchange icon on the navigation bar.

2. Click on your chosen Product tile.

3. View the information about the data product on the Summary tab.

The information available is:

• Summary

• Assets: more information describe the content of the data product including:

  • Sample data

  • Metadata metrics

  • Data dictionary

• Plans

• Usage permissions (visible for products with lineage requirements)

Related Products

On the product page, a list of related data products is shown to help users discover more products that they may wish to consume. The algorithm builds a score for each candidate product based on how related it is to the currently selected product. It considers three key factors:

• User behaviour overlap (more shared users = stronger relation)

  • How many users of the candidate product are also users of the selected product

• Organization match

  • If the candidate and selected product are from the same organization, the score increases.

• Visibility and Access permissions

  • If the product is:

    • Live

    • Visible in the same organization

  • Then a fixed score of 2 is added.

Users only see products in related products that they are entitled to view. This depends on product visibility settings and org type rules (ie. products from ‘invisible’ orgs are filtered out.

The step-by-step process for this organization is as follows:

Step 1: Fetch all data products that users can interact with (via data sharing, export).

Step 2: Find the users who consume the currently selected product.

Step 3: For every candidate product, calculate:

(a) User Overlap Score — compare its users to those found in Step 2.

(b) Org Match Score — check if the candidate is in the same organization.

Step 4: Get all products in the same organization that the user can view.

Step 5: Get all live products.

Step 6: For each candidate from Steps 4 & 5

If it's live and visible in the same org, add the fixed score (2) (this is scoring type c).

Step 7: Rank all candidate products by this total score (a) + (b) + (c)

Step 8: Pick the top 100 products with the highest scores.