Add Tags to Data Sources and Projects

Add tags to data sources

  1. Click the Data icon in the navigation menu and select the Data Sources tab.

  2. Select a data source.

  3. Click the Add Tags button at the bottom of the Overview tab.

  4. Begin typing a tag name in the Search by Name field and select the tag from the dropdown list.

  5. Click Add. A list of the applied tags will populate at the bottom of the Overview tab.

  6. Repeat as necessary for other data sources and tags.

Remove tags from data sources

  1. Click the Data icon in the navigation menu and select the Data Sources tab.

  2. Select a data source.

  3. Scroll to the Tags section at the bottom of the Overview tab, and click on the tag you want to remove.

  4. Click Delete in the side sheet and then click Confirm.

Manage data dictionary tags

The data dictionary lists the columns within the data source and the value type of the data within each column. From this page, governors can add tags to or remove them from specific columns in a data source.

Add tags to the data dictionary

  1. Navigate to a data source and click the Data Dictionary tab.

  2. Scroll to the column you want to add a tag to and click Add Tags.

  3. Begin typing in the Search by Name field and select the tag from the dropdown list.

  4. Click Add. The applied tag will appear below the column name in the data dictionary.

Remove tags from the data dictionary

  1. Navigate to a data source and click the Data Dictionary tab.

  2. Scroll to the column you want to remove the tag from and click on the tag you want to delete.

  3. Click Delete in the side sheet and then click Confirm.

Manage project tags

  1. Click the Data icon and select Projects in the left sidebar.

  2. Select a project.

  3. Click the Add Tags button at the bottom of the Project Overview tab.

  4. Begin typing in the Search by Name field that appears, and then select the tag from the dropdown list.

  5. Click Add. A list of the applied tags will populate at the bottom of the project overview.

Remove tags from projects

  1. Click the Data icon and select Projects in the left sidebar.

  2. Select a project.

  3. Scroll to the Tags section at the bottom of the Overview tab, and then click the tag you want to delete.

  4. Click Delete in the side sheet and then click Confirm.

Reference guides

For information about data sources and tags, see the following guides:

How-to guides

In addition to adding and managing data source tags as outlined above, data owners can manage data source

Last updated

Other versions

SaaS2024.32024.1

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