🏷️Custom Properties

Custom properties in Euno allow you to extend and customize the data model by adding your own properties to resources. These properties can be used to categorize, organize, and filter resources based on your organization's specific needs.

Types of Custom Properties

Custom properties come in two main categories:

Fixed Properties

Fixed properties allow users to manually set values for resources. These include:

• Single Select: Choose one option from a predefined list

• Multi Select: Choose multiple options from a predefined list

• Date/Time Field: Date and time values

• Fixed Boolean: True/False values

• Number: Numbers only

Live Properties

Live properties automatically calculate their values based on defined rules:

• Categorical Assigned Value: Multiple values based on EQL conditions

• Live Boolean: True/False based on an EQL condition.

Creating a Custom Property

To create a new custom property:

1. Select the "Custom Properties" option from the side menu

   
2. Click the "Create new property" button found in the top right hand corner of the screen

   
3. Enter the basic information

   1. Enter a unique Name for the property.

   2. EQL name is automatically set by Euno based on the name provided by the user. The EQL name is used when querying with EQL.

   3. (Optional) Add a Description to help other users understand the property's purpose. Providing a description also improves the accuracy of Euno's natural language search results.

   4. Owner is automatically set by Euno and is attributed to the user who creates the custom property.

   5. (Optional) Configure Group to organize the property within the side panel. Select an existing group or create a new one.

   6. (Optional) Enable Visible in Data Model if you want this property to appear in the resource overview panel. This is especially useful if the property is used as a compound property (a property created for the purpose of building another property).

   
4. Add property Details

   1. Select property Type

   
5. Enter the Values for the custom property

   1. To create a Category Assigned Value (Live Property) custom property:

      1. Add the Value Name (e.g. mart layer)

      2. Add the EQL associated with the Value Name (e.g., name ~ "mart" — any model with a name like "mart" will be tagged with the category name).

      3. To add an additional category, click on the button

      4. To reorder the values (which affects the order in which they are assigned to resources), click theor down arrows within the value's box.

      5. To delete a category, click on thelocated within the value's box.

      6. When satisfied with the definition click "Save" found in the bottom right hand corner of the screen.

      
   2. To create a Live Boolean (Live Property) custom property:

      1. Add the Property Scope, which is an EQL statement that defines what this property applies to (e.g., type="dbt_model" — applies only to dbt models).

      2. Add the logic for the positive EQL statement using the True If text box (e.g., tags in ("sales data") — this means the property will evaluate to true if the resource has the tag "sales data", and false if it does not, applicable only to dbt models).

      3. When satisfied with the definition click "Save" found in the bottom right hand corner of the screen.

      
   3. To create a Single Select (Fixed Property) custom property:

      1. Add the Property Scope, which is an EQL statement that defines what this property applies to (e.g., type="looker_dashboard" — applies only to Looker Dashboards).

      2. Add the Values, which are the options that the property can be set to.

      3. To add a value, click on thebutton

      4. To delete a value, click on thebutton

      5. When satisfied with the definition click "Save" found in the bottom right hand corner of the screen.

      
   4. To create a Multi Select (Fixed Property) custom property:

      1. Add the Property Scope, which is an EQL statement that defines what this property applies to (e.g., type="tableau_workbook" — applies only to Tableau Workbooks).

      2. Add the Values, which are the options that the property can be set to.

      3. To add a value, click on thebutton

      4. To delete a value, click on thebutton

      5. When satisfied with the definition click "Save" found in the bottom right hand corner of the screen.

      
   5. To create a Date & Time (Fixed Property) custom property:

      1. Add the Property Scope, which is an EQL statement that defines what this property applies to (e.g., type="tableau_workbook" — applies only to Tableau workbooks).

      2. When satisfied with the definition click "Save" found in the bottom right hand corner of the screen.

      
   6. To create a Fixed Boolean (Fixed Property) custom property:

      1. Add the Property Scope, which is an EQL statement that defines what this property applies to (e.g., type="dbt_model" — applies only to dbt models).

      2. When satisfied with the definition click "Save" found in the bottom right hand corner of the screen.

      
   7. To create a Number (Fixed Property) custom property:

      1. Add the Property Scope, which is an EQL statement that defines what this property applies to (e.g., type="dbt_source" — applies only to dbt sources).

      2. When satisfied with the definition click "Save" found in the bottom right hand corner of the screen.

      

Managing Custom Properties

Once a custom property has been created, it will be displayed in the Properties Manager table found in the Custom Properties screen. This table displays:

• Property name

• Description

• Owner

• Group

• Visibility

The table can be filtered by type or group, and can be searched by the property name. From this table, you can delete, edit, or copy properties from the action list.

To view how a specific custom property is configured, click on the property, and you will be redirected to the custom property's screen. This page has three sections:

• Information: Displays the basic details about the property, including:

  • Description

  • Creation time and date

  • Owner

  • EQL name

  • Grouping

  • Visibility

• Insight: Shows a bar chart that breaks down the various resources within the scope, tagged with different values.

• Configuration: Displays the configuration of the property. In this section, the user can click the 'Edit Property' button, if they have the correct permissions to edit the custom property details.

Editing a Custom Property

To edit an existing custom property:

• Navigate to the Custom Properties screen.

• Click on the action icon in the row for the property you wish to edit, and select "Edit" from the drop-down list.

• Modify the settings as needed.

• Click "Done" to apply your changes.

Note: Some settings, like the property type, cannot be changed after creation.

Deleting a Custom Property

To delete a custom property:

• Navigate to the Custom Properties screen.

• Click on the action icon in the row for the property you wish to delete, and select "Delete" from the drop-down list.

• A dialog box will appear, asking you to confirm: "Are you sure you want to delete this custom property? This action cannot be undone."

• Confirm the deletion by clicking "Delete."

Note: Deleting a custom property will remove all its values from resources. This action cannot be undone.

Creating a New Custom Property Using an Existing One as a Template

If you wish to create a new custom property based on the logic of an existing property, you can generate a template from the existing property.

To create a template from an existing property:

• Navigate to the Custom Properties screen.

• Click on the action icon in the row for the property you wish to use as a template, and select "Use as Template" from the drop-down list.

• Once the template is created, fill in the additional details to create the new custom property.

Setting Fixed Properties

Unlike Live properties, Fixed properties are not set automatically. Instead, each property must be manually set for every resource. To set a manual property, follow these steps: once created, navigate to the data model screen, search for the desired property, and open the side panel. In the 'About' section at the top of the side panel, custom properties are listed. Expand the property group where the fixed property was set, and click on the property to configure the desired values.

If you cannot locate the fixed property, it may be hidden. Simply click 'Show # unset values'. If the property still isn't visible at the resource level, it's possible that the resource isn't within the scope of the property, and you may need to edit the property to expand its scope.

Best Practices

1. Clear Names: Use descriptive names that clearly indicate the property's purpose

2. Documentation: Always add a description to help other users understand how to use the property

3. Testing: For computed properties, test your EQL expressions with different scenarios

4. Organization: Use the "Visible" flag judiciously to avoid cluttering the UI

5. Maintenance: Regularly review and clean up unused custom properties

Using Custom Properties

Once created, custom properties can be used in the following ways (in the scenario below, the custom property 'usage,' a category-assigned value, is being displayed):

• Used as filters in the data model view

• Added as columns in the tabular view

• Viewed in the resource overview panel (if 'Visible' is enabled)

• Used in other EQL expressions

Troubleshooting Custom Properties

In certain cases where the custom property uses extreme EQL that traverses multiple relationships in various directions, the property may time out. When this happens, users will see the following icon both on the property's page and in the main Property Manager table.

If the EQL query used to calculate the custom property times out after a one-minute delay, the user will see a yellow clock icon. Clicking this icon will display the following message: "The property timed out while calculating, so the values might be delayed. Consider simplifying the EQL conditions. For more details, refer to the documentation."

In such cases, it's recommended to simplify the queries and create compound properties for better performance. For additional guidance, refer to the Optimizing Complex Searches section.