Add an Upstream Connection
This guide walks you through the steps to add an upstream connection to a container. The new connection is manual and will not be modified by data catalog syncs or Qualytics managed detection.
Note
You need the Manager role to add a lineage connection. Users with the Member role can view the graph but cannot create connections.
Info
You can start this flow from the focal node (the container highlighted in the middle of the graph) or from any upstream leaf node at the left edge of the canvas. The steps are the same in both cases; adding from a leaf lets you extend the chain further upstream from that point without changing the focal container.
Steps
Pick the tab that matches the granularity you want and follow the steps below. The first two steps are the same in both flows; the connection type is chosen inside the Add menu.
Use this flow when an entire upstream container feeds the focal container.
Step 1: On the focal node, click the Add upstream button on the left side of the node.
Note
The Add upstream button only appears on the focal container and nodes that are upstream of it. If the button is not visible on a node, open that container to make it the focal container and try again.
Step 2: The Add upstream dialog opens. The current container is pre-filled in the Downstream section, and the Table mode is active by default.
Step 3: Confirm that Table is the active mode.
Step 4: In the Upstream section, select the datastore and then the container that feeds the focal one. You can pick a container in the same datastore or in any other datastore your team has access to.
Step 5: Click Add.
Step 6: The new upstream container appears in the graph and the canvas re-centers on the newly connected node.
Use this flow when only a specific field from an upstream container feeds the focal container.
Step 1: On the focal node, click the Add upstream button on the left side of the node.
Note
The Add upstream button only appears on the focal container and nodes that are upstream of it. If the button is not visible on a node, open that container to make it the focal container and try again.
Step 2: The Add upstream dialog opens. The current container is pre-filled in the Downstream section.
Step 3: Switch to the Field mode.
Step 4: Pick the upstream field at the top and the focal container's field at the bottom. Each side has its own datastore and container selector, so the two endpoints can live in different containers and different datastores.
Step 5: Click Add.
Step 6: The new field-level connection appears, and the canvas re-centers on the newly connected field.
Note
When the source and target fields belong to different containers, Qualytics also creates a container-level connection between those containers if one does not already exist. After saving, you will see both the field-level connection and the container-level connection in the graph.
Tip
You can also right-click any field in the expanded field list and choose Add upstream. This opens the dialog directly on the Field tab with the clicked field already selected, skipping steps 3 and 4.