Utilizing Review Tools

Tamr Cloud provides tools to help you find mastered entities and source records to review, including the ability to sort, filter, and configure tables, search for specific terms, bookmark mastered entities, and save table views for reuse.

Sorting and Filtering Tables

You can sort and filter table data. You can also configure column order and which columns are included in the table.

Select More (three vertical dots) to open the column sort, filter, and configuration options

Select MoreMore tricolon iconto open the column sort, filter, and configuration options.

Note: Table search, sort, and filtering ignores any overrides values, and performs the action only on original data values.

Filtering Table Data

You can filter by values in one or more table columns, using AND/OR logic.

To filter table data:

  1. Move your cursor over the column and select MoreMore.
  2. Select Filter.
    The Filter dialog opens, with the column pre-selected from the Columns dropdown.
  3. Select the operator from the Operator dropdown.
    • For text fields, operators are Contains, Does not contain, Equals, Does not equal, Is empty (blank or null), Is not empty(is not blank or null), Is blank, Is not blank, Is null and Is not null.
      Note: A blank value is a string with only whitespace or 0 characters.
    • For numeric fields, operators are =, !=, >, >=, <, <=, Is null, and Is not null.
  4. Enter the value by which to filter in the Value field. Filter values are case-insensitive.
    The table is filtered in real-time as you enter the value.
  5. Add additional filters by selecting Add Filter and select either And or Or. Select the column and operator, and enter the value by which to filter.
  6. Remove a filter by selecting the close next to the filter or select REMOVE ALL to remove all table filters.
Table data is filtered to entities in which the "Company Name" field contains "a & l" OR the "Alternative Names" field contains "a&l". Filtering is case-insensitive.

Table data is filtered to entities in which the "Company Name" field contains "a & l" OR the "Alternative Names" field contains "a&l". Filtering is case-insensitive.

You can also filter mastered entities to only those with pending user changes (via Move, Merge, or Create New). These changes remain pending until the next time you run the mastering flow. When you select Filter by Condition at top right, you can filter to the following options.

Pending Changes:

  • Has pending source record additions: Entities with source records added through a merge with another entity, or moved records from other entities.
  • Has pending source record removals: Entities with source records moved to other entities.
  • Is pending deletion: Entities with all records moved to other entities, meaning these entities will be retired.
  • Select all: Entities with any changes.

Changes Since Last Run:

  • Created: New entities created during the last mastering flow run.
  • Source Records Added: Entities with new source records added.
  • Source Records Removed: Entities that had source records removed from them.
  • Select all: Either newly created entities, entities with new source records, or entities that had source records removed.


Filter to bookmarked records by selecting Yes, or non-bookmarked records by selecting No.

In Admin > Users, you can filter to users that are enabled by sorting the Enabled column to TRUE. To filter to users who are not enabled, filter this column to FALSE values.

Searching Tables

You can search across all attributes in the mastered entities table by selecting the and entering your search query. You can search for a single term at a time, and apply table filtering and show or hide specific columns to further refine search results. Refer to Filtering Table Data.

Bookmarking Entities

You can use bookmarks to flag certain important entities. To bookmark an entity, select the star bookmark not selected in the entity’s row. This can be useful if you have entities you need to review often, or if you want to be able to find your bookmarked entity quickly. For example, if you have top assets in your data which you want to monitor closely, you can bookmark these entities to be able to review changes and activity to these entities. Use the Filter by Conditions dropdown to filter to Bookmarked entities. Then, add a table view for your bookmarked entities, so that you can return to this view at any point. To remove a bookmark, select the yellow star bookmark selected in the row of the entity. Admins and editors can add and remove bookmarks, while viewers, publishers, and curators can view bookmarked entities.

A saved table view of bookmarked entities.

A saved table view of bookmarked entities.

Saving Table Views for Reuse

You can create and save table views of your data. Configure your table using any combination of the sorting, filtering, and format options, and then save those settings for later use. Admins can configure a default view for all users, or you can set a default view for yourself if your admin hasn’t done it for you. You can save up to six different views to switch between. Use these custom saved views to configure data display.

Saving a Table View

Save a customized table display for reuse.

To add a table view:

  1. Configure a table view by adjusting the width of columns, and filtering, sorting, and reordering columns.
  2. Open the Views dropdown.
  3. Select Add New.
  4. Enter a name and optional description for your custom view.
  5. To make this view your default, check the option Make Default View. This option is not available if your admin has already set the default view.
    Note: In the Views dropdown, you can also select home to make a view your default.
  6. Select Apply to save.

Editing Table Views

If you select a view and then further customize the display of the columns or rows, you can update the view to retain those changes, or save the changes as a new view. Alternatively, you can discard those temporary changes and reset the view to its original configuration.

To update an existing view:

  1. Open the Views dropdown and select a view.
  2. Make changes to the view by adjusting the width of columns, and filtering, sorting, and reordering columns.
  3. Move your cursor over Save View, then select one of the following options.
    1. Save: This option updates your view to save your additional adjustments.
    2. Save as: This option creates a new view for the current table configuration, and leaves the original view unchanged. If available, to make this view your default, check the option Make Default View.
      Note: Make Default View is unavailable when there is an admin-set default view.
  4. Select Apply to save.

To reset a table view: Next to the Views dropdown, select Reset view reset. Select Confirm to reset your table view.

To update the name or description of a table view: In the Views dropdown, next to the table view you want to edit, select More More tricolon icon > Edit edit icon. Adjust the settings, then select Apply.

To delete a table view: In the Views dropdown, next to the table view you want to delete, select More More tricolon icon > Delete trash icon. Then choose Confirm to delete.

Setting a Global Table View

Site administrators, data product owners, and data product editors can set a global default table view for other users. When a user sets a global default view, that view becomes the default for all other users in the data product.

To share a global table view:

  1. Open the Views dropdown.
  2. Next to the table view you want to share, select More More tricolon icon > Share Share person.
  3. Select Apply to make this table view the global default for all users in this data product.

Note: When a user shares a global view with you, this becomes your default view. If you had a personally set default view, you can still find this view in the Views dropdown, but it will no longer be your default as your admin overwrote the default.

Exporting Table Data

If you have publisher (or higher) permissions for your data product, you can select Export Sample to quickly download the table data on the page. Configure the number of rows to download at the bottom of the table.