Sprinkle Docs
Search
K
💼

Tags

(Previously know as Business Metadata) Introduction & Feature Walkthrough

Introduction

The data assets in the data warehouses keep on growing in volume. The data assets without the context become difficult to understand, manage & use
🤯
Tags help solve this problem
👏
Tags provide context to the data assets like the tables, SQL Transform, models, dashboards, etc. within the organization through the use of Groups & Attributes.
It enhances the comprehensibility of data, Augments its discoverability and hence simplifies the Decision Making Process

Watch Video
📺

Tags: Explanation & Feature Walkthrough
Create Tags
You can use Sprinkle to create Tags for the data assets in the data warehouses, in just 2 simple steps.
  1. 1.
    Admin
    🛡
    creates New Attributes in the Tags Section.
  2. 2.
    Later, Other users or resource owners like Business Users, Analysts & Engineers
    👨💻
    can Tag Business Data Attributes to the data assets.
Admin
🛡
can further create Tag Groups, which enables grouping of similar kinds of attributes together.

Feature Walkthrough
🚶

1️⃣ Create Tag

Admin users can navigate to Admin -> Tags Section. The Tags Page has two sections, Tags & Tag Groups.
In the Tags Section,
🖱
Click on New Tag and Fill in the details📝. The modal form that opens up has the below fields.
  • Name (mandatory), the name of the Tag.
  • Description (optional) briefly describes the Tag.
  • Tag Group (optional), It is used to group together attributes. The list of admin user-created groups is available in the drop-down. You can choose from the list of Tag groups.
  • Type (mandatory), the data type of the Business Metadata that would be captured through the attribute. It could be Boolean, String, Number, Enumerated List or Date.
  • Applicable Entities (mandatory), signifies the list of data asset types on to which the attribute can be tagged.
New Attribute: Modal Form
In the example below, we have added a tag Business Function of type Enumerated List. This tag can be assigned to entities relevant to business function. The check-box, supports multiple values enable users to select multiple values. The Tag Group has been left empty.
Create New Attribute: Business Function
You can add more attributes as per the need.

2️⃣ Assign Tags to Entities

Now that the Tag has been created, any data entity can be tagged, adding the Business Function details to them.
Navigate to the Data Entity, where the Tag needs to be added. Tags can be added to any of the Data Entity, Data Imports, SQL Transform, SQL Explore, Reports, Models, Dashboard, Metric Alerts, Notebook, Catalog.
In the below example, we have added Tag to the reporting Model. To Add Tag,
🖱
click on the Tags button on top.
Add Metadata to Model
On clicking the Tags Button, the panel appears on the right, with all the tags created. You (resource owner & other users) can provide entries for the attributes and
🖱
click on the ✔, to save it.
In the below
🔽
example, the "Brand_Details" Model is assigned the Tag. The Corporate_Function Tag is set to Marketing. Other attributes can also be been set, as needed.
Provide values to the Attribute

➕Create Tag Group

As discussed earlier, the tags can be grouped together to form a collection of Tags called Groups.
To create a new group or view existing Tag groups, go to the Tag Groups section.
🖱
Click on New Group, to create a New Tags Group.
Fill in the fields, Name & Description, on the Create Tag Group Form, and click Create.
In the below example, we have created, Tag Group by the name, "Corporate_Functions"
🎉

✏️ Edit Tag

You (admin users) can also edit the Tags which were created earlier.
🖱
Click on edit button on the Tags you wish to edit.
In the below example, we edit Business Function Tag that we had created earlier.
Edit Attribute
We add the Tags Group to the attribute, Business Function we had created earlier. The Corporate Function tag has been added to the Corporate Tag Group, below
🔽
.
Now lets move to understand how the Tags enhances discoverability
🌐
🔍

Customize Column Display

The Tags assigned to the entities can also be viewed as columns on the listing pages.
And the customize column display option enables you to choose columns to be displayed.
The listing page has columns that show the Tags related to the entities. In the below
🔽
example, the columns highlighted below show the Tag values tagged to the models.
On the right, there is a icon to customize the column display option.
Model: Listing Page showing the metadata columns
The view can be customized to include the information & the tags as needed. Uncheck the columns that are not required. This provides a crisp view of the listing page.
In the below example, we have un-checked a few attributes and moved the corporate function attribute over the Table column.
Column Display Option
Preview enables you to view the customized columns in effect.
Applying changes save the customized view for all the users.
Voila!
🎉
We have customized the columns enabling other users to discover data entities quickly with the help of Tags.
Listing page view: After Customizing Column Display