How do I use tags to organize assets in PowerMetrics?

Tags are used to organize and categorize metrics, dashboards, and data feeds. Applying tags to these assets is a great way to quickly find and interact with groups of related content in your PowerMetrics account.

This article includes:

• How can I interact with tags?
• Account-level tag management
• Asset-level tag management

Note: This article describes working with tags in the tag management UI, however, you can also apply, remove, replace, add, and delete asset tags using the AI Assistant. Learn more here.

How can I interact with tags?

You interact with tags based on your PowerMetrics role:

• As an Account Administrator, you can view and delete tags for the account.
• As an Editor, you can add, edit, view, and delete tags for the account and add, remove, and view tags for data feeds, metrics, and dashboards.
• As a Contributor, you can add, remove, and view tags for metrics and dashboards.
• As a Viewer, you can view tags that have been applied to metrics and dashboards.

Account-level tag management

In the account admin UI, you add, edit, view, and delete tags for the account. Your actions create a list of available tags for others to apply to their metrics, dashboards, and data feeds.

All of these actions are accessed by clicking the button located in the left navigation sidebar and selecting Tag management. (See below.)

Note: Editor users can also access the tag management UI when interacting with tags in an asset library by clicking Manage all tags. (See below for an example in the Metrics Library.)

Adding tags to the account

Users with an editor role can create new tags at the account level that others can then add to any asset type.

To add tags:

1. In the Tag management window, click +New tag.
2. Enter a name and, optionally, choose a different colour, and add a description.
3. Click Save.
   The new tag is added to the top of the list.

Editing account-level tags

After creating a tag, you can edit its name, colour, and description.

To edit tags:

1. In the Tag management window, either select the tag or click the 3-dot menu at the end of its row and click Edit.
2. Modify the name, colour, or description, and click Save.

Viewing account-level tags

In the Tag management window, you can see a list of all the tags in the account, and how many metrics, dashboards, and data feeds each tag is applied to. You can narrow down the list by entering a tag name in the Search field, or by clicking the drop-down menu at Display and filtering to only show the tags you created.

You can also select a tag from the list to view details, such as its owner, the date and time it was created, when it was last edited, and how many metrics, dashboards, and data feeds are using it.

Deleting tags from the account

From time to time, you may want to delete tags, for example, if you’ve reached the limit of 200 tags per account. Note: To see how many tags your account is currently using, refer to the tag count in the lower-right corner of the tag management window.

To delete tags:

1. To delete multiple tags, in the Tag management window, select the checkbox beside each tag you want to delete. Then, click the Delete button.
2. To delete an individual tag, in the Tag management window, click the 3-dot menu at the end of the tag’s row and click Delete.

Asset-level tag management

You can add tags to, and remove tags from, metrics, dashboards, and data feeds in your asset libraries or in an open asset.

Adding tags to metrics, dashboards, and data feeds

You can add up to 10 tags to each asset.

To add tags in an asset library:

1. In the left navigation sidebar, click Metrics, Dashboards, or Data Feeds to open the desired library.
2. To apply a tag to multiple assets, select the checkbox beside the metrics, dashboards, or data feeds you want to add tags to and click the button in the upper-left corner of the window. Go to step #4.
3. To apply a tag to an individual asset, click the 3-dot menu at the end of the asset’s row in the list and click Tags. Go to step #4.
   Note: You can also add a tag to an individual asset by clicking the Edit button under Tags, as shown below.
   
4. To add an existing tag, click in the Add a tag field to see a list of tags and select the desired one. If you know the name of the tag you’re looking for, start typing it into the field.
   Note: If you have multiple assets selected, and they have a mixed set of applied tags, you can add one of those existing tags by hovering over it clicking the + button, as shown below.
   
5. To add a new tag, type a name in the field > enter. Note: Only users with an editor role can add new tags.

To add tags in an open asset:

1. In an open metric overview, dashboard, or data feed, in view mode, click the 3-dot menu in the upper-right corner of the window, and click Tags.
2. Follow the steps above to add an existing or new tag to the asset.

Removing tags from metrics, dashboards, and data feeds

When you remove a tag from an asset, it’s removed from the selected metric, dashboard, or data feed, not deleted from the account.

To remove tags in an asset library:

1. In the left navigation sidebar, click Metrics, Dashboards, or Data Feeds to open the desired library.
2. To remove a tag from multiple assets, select the checkbox beside the desired metrics, dashboards, or data feeds and click the button in the upper-left corner of the window. Go to step #4.
3. To remove a tag from individual assets, click the Edit button under Tags, as shown below. Go to step #4.
   
4. Hover over the tag in the list and click the Remove button, as shown below.
   

To remove tags in an open asset:

1. In an open metric overview, dashboard, or data feed, in view mode, click the 3-dot menu in the upper-right corner of the window, and click Tags.
2. Hover over the tag in the list and click the Remove button, as shown below.