Object Lineage

See how the objects in a datasource depend on each other, arranged by level.

Lineage draws every object in a datasource — tables, files, worksheets — as nodes arranged into dependency levels, with lines showing how they relate. It is the view for answering structural questions about a datasource before you build on it, or before you change it.

What It Shows

  • Objects by level — objects are placed into levels reflecting their position in the dependency chain.
  • Connections — lines between objects, drawn from the relationships PersivX knows about.
  • Direction — which objects feed a given one, and which depend on it.

Focusing on One Object

Selecting an object dims everything unrelated and highlights only its chain. You can trace in either direction:

  • Downstream — what depends on this object, and would be affected if it changed.
  • Upstream — what this object depends on, and where its data comes from.

The trace follows the chain through intermediate objects rather than stopping at the first hop, so an indirect dependency several levels away still lights up.

💡 Use It Before You Change Something Before dropping a column, replacing a file, or changing a refresh schedule, focus that object and look downstream. Everything highlighted is what your change reaches.

Where the Relationships Come From

Lineage draws on the same relationship model as the Relationship Manager:

  • Foreign keys read from a connected database
  • Relationships you defined manually in PersivX
  • Relationships found by auto-detection
ℹ️ Lineage Is Only as Complete as Your Relationships An object that appears isolated may simply have no relationship defined yet. Orphaned objects in this view are usually a prompt to open the Relationship Manager, not evidence that nothing depends on the object.

Managing Foreign Keys From Here

Relationships surfaced in lineage can be included or excluded per datasource — a foreign key that exists in the source database but shouldn't drive PersivX's joins can be ignored without changing the database itself.

💡 Related Relationship Manager is where relationships are defined and edited. Lineage is where you read the consequences.