Tags

Tags allow users to categorize and organize data assets effectively and provide the ability to assign weights for prioritization. They drive notifications and downstream workflows, enabling users to stay informed and take appropriate actions. Tags can be configured and associated with specific properties, allowing for targeted actions and efficient management of entities across multiple datastores.

Tags can be applied to Datastores, Profiles, Fields, Checks, and Anomalies, streamlining data management and improving workflow efficiency. Overall, tags enhance organization, prioritization, and decision-making.

Let’s get started 🚀

Navigation to Tags

Step 1: Log in to your Qualytics account and click the Settings button on the left side panel of the interface.

Step 2: You will be navigated to the Tag section, by default.

Add Tag

Step 1: Click on the Add Tag button from the top right corner.

Step 2: A modal window will appear, providing the options to create the tag. Enter the required values to get started.

REF.	FIELD	ACTION	EXAMPLE
1.	Preview	This shows how the tag will appear to users.	Preview
2.	Name	Assign a name to your tag.	Sensitive
3.	Color	A color picker feature is provided, allowing you to select a color using its hex code.	#E74C3C
4.	Description	Explain the nature of your tag.	Maintain data that is highly confidential and requires strict access controls.
5.	Weight MOdifier	Adjust the tag's weight for prioritization, where a higher value represents greater significance. The range is between -10 and 10.	10

Step 3: Click on the Save button to save your tag.

View Created Tags

Once you have created a tag, you can view it in the tags list.

Filter and Sort

Qualytics allows you to sort and filter your tags so that you can easily organize and find the most relevant tags according to your criteria, improving data management and workflow efficiency.

Sort

You can sort your tags by Color, Created Date, Name, and Weight to easily organize and prioritize them according to your needs.

Filter

You can filter your tags by global and external type which allows you to categorize and manage your tags more effectively.

1. External Tags: External tags are metadata labels imported from an integrated data catalog system, such as Atlan or Alation, into Qualytics. These tags are synchronized automatically via API integrations and cannot be created or edited manually within Qualytics. They help ensure consistency in data tagging across different platforms by using the same tags already established in the data catalog. Example: If Atlan has a tag named Customer, once integrated, this tag will automatically be synchronized and added to Qualytics as an external tag.

2. Global Tags: Global tags are metadata labels that are created and managed directly within Qualytics. These tags are not influenced by external integrations and are used internally within the Qualytics platform to organize and categorize data according to the users' requirements. Example: A tag created within Qualytics to mark datasets that need internal review. This tag is fully managed within the Qualytics platform and remains unaffected by external data catalog systems unless the Overwrite Tags option is enabled in the Integration configuration.

Manage Tags

You can easily manage your tags by keeping them updated with current information and removing outdated or unnecessary tags. This ensures that your data remains organized and relevant, enhancing overall efficiency and workflow. By efficiently managing tags, you improve data handling and ensure high data standards across the platform.

Edit Tags

This allows you to keep your tags updated with current information and relevance.

Step 1: Click the vertical ellipsis (⋮) next to the tag that you want to edit, then click on Edit from the dropdown menu.

Step 2: Edit the tag's name, description, color, and weight as needed.

Step 3: Click the Save button to apply your changes.

Delete Tags

This allows you to remove outdated or unnecessary tags to maintain a clean and efficient tag system.

Step 1: Click the vertical ellipsis (⋮) next to the tag that you want to delete, then click on Delete from the dropdown menu.

Step 2: After clicking the Delete button, your tag will be removed from the system, and a success message saying Tag successfully deleted.

Applying a Tag

Once a Tag is created, it's ready to be associated with a Datastore, Profile, Check, Notification and ultimately an Anomaly.

Tag Inheritance

• When a Tag is applied to a data asset, all the descendents of that data asset also receive the Tag.

  • For example, if a Tag named Critical is applied to a Datastore then all the Tables, Fields, and Checks under that Datastore also receive the Tag.

  Note

  Anomalies will inherit the tags if a scan has been run.

• Likewise, if the Critical Tag is subsequently removed from one of the Tables in that Datastore, then all the Fields and Checks belonging to that Table will have the Critical Tag removed as well.

• When a new data asset is created, it inherits the Tags from the owning data asset. For example, if a user creates a new Computed Table, it inherits all the Tags that are applied to the Datastore in which it is created.

Tagging Anomales

• Anomalies also inherit Tags at the time they are created. They inherit all the Tags of all the associated failed checks.

• Thus Anomalies do not inherit subsequent tag changes from those checks. They only inherit checks one time - at creation time.

• Tags can be directly applied to or removed from Anomalies at any time after creation.

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Last update: September 6, 2024