Add Tags to Data Sources and Projects

Add tags to data sources and projects so that data can be targeted policies that use those tags

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 on the Details 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 on the Details 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 on the Details tab, and click on the tag you want to remove.

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

Manage data source column tags

The columns tab of the data source lists the columns 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 source columns

1. Navigate to a data source and click the Columns 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 next to the column name.

Remove tags from the data source columns

1. Navigate to a data source and click the Columns 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 navigation menu.

2. Select a project.

3. Click the Add Tags button on 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 on the project overview.

Remove tags from projects

1. Click the Data icon and select Projects in the navigation menu.

2. Select a project.

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

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