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Tagging datasets

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Tagging datasets

Tags (also known as metatags) are applied by users to assist in locating and organizing data. Data contributors enter and apply free-form tags to datasets for improved search and categorization. This is a useful tool for data administrators who need to filter on particular types of data assets for many reasons, including allocation of cost center resources, segmentation of sales and marketing organizations, and permissions and governance strategy. App developers and data consumers use tags to identify datasets for improved efficiency and organization.

From the hub Home tab, navigate to Your data; or from Explore, open the Data tab.

  1. Select Open dataset, open the icon More menu menu, and select Edit. A box appears where the dataset Name, Description, and Tags can be edited. Tags that have already been applied to the dataset appear in the list.

  2. In the Tags box, enter tags made up of any character string (spaces and special characters are allowed with a limit of 31 characters across multiple tags). Enter each tag separately then Save the new tags. Individual tags can be deleted by selecting x on the tags.

  3. Apply user-configurable metatags to datasets for improved search and filtering Dataset tags entry
  4. Open the Explore tab and enter the tag in the Filter by tag dropdown. Users with access to the dataset can filter on applied tags. Note that all system tags created by users can be viewed from this dropdown.
  5. Dataset filter on applied tags

Permissions

Permissions are required to apply tags to datasets. The action of tagging datasets maps to the broader permission Edit and apply properties to data source in the space. For more information, see Managing permissions in shared spaces or Managing permissions in managed spaces.

  • Tagging data > Edit and apply properties to data source in the space

Example