All About Data Tagging

Data Tagging

Data Tagging lets you organize your data very quickly in a non-destructive manner.

This article covers:

  • • How Do I Add Data Tagging Node?
  • • Data Tagging Node Options
  • • FAQ

How Do I Add The Data Tagging?

Add Data Tagging to any node in your Dataflow. Select any node and use the Transform (+) button to open the list of options to select Data Tagging. You could work with the node in the Dataflow tab or use the Properties panel.


Data Tagging Node Options?

The Data Tagging node is broken up into two sections: 

  1. Create column and tags.
  2. Add, remove, and assign tags.

1. Create Column and Tags.

You first need to choose what data type you would like to use as a tag. Click the dropdown under Create Column to select from the following list of data types:

  1. string - uses a text input for each tag.
  2. list - uses a list of comma-separated values. Only one list value could be selected.
  3. multiselect list - uses a list of comma-separated values. Multiple list values could be selected.
  4. percentage - numbers as a percentage.
  5. currency - numbers in the form of a currency.
  6. boolean - checkbox, which can be checked or unchecked.
  7. unit - represents a number as a unit of measure (i.e. mm or inches).
  8. date - formatted as year-mon-day (i.e. 2022-03-24).
  9. duration - time duration in seconds.

For list and multiselect tags, you will need to type in the values for each option. Each of the values must be separated by a comma. Once your tag values are set up, type in a name for the new column.

Here's a quick tutorial on how to do this:

2. Adding, Remove, and Assigning tags.

To make data tagging easy, here are a few simple steps to keep in mind:

  1. Select a tag value.
  2. Select a condition for the tag.
  3. Add or remove a condition.
  4. Add or remove a tag.

2.1 Select a tag value.

Before creating conditions to assign tags, you could enter a default value. If no condition is true, assign the default tag to the remaining records in the new column.

2.2 Select a condition for the tag.

Use conditional statements to assign tags that respect a set of criteria. The best part is your original data remains untouched.

In the tutorial above, the list data type is used to tag records by year and quarter (i.e., 2014-Q1). The video shows the first 2 conditions to tag values in the year 2014 for Q1 and Q2.

In the first condition, we assign the tag 2014-Q1 when records match the following conditions:

  1. Year equals 2014 AND,
  2. Month number is less than or equal to 3.

2.3 Add or remove a condition.

Use the +Add Condition to add conditions. Click on the OR button to switch to an AND conditional statement.

2.4 Add or remove a tag.

Use the+ Add Tag button to create new tags and remove a tag using the "x" button on the right in line with the Tag Value.


1. Can I create more than one new column for data tagging?

Absolutely. Connect one or many Data Tagging nodes - each will create a new column with its set of data tags.

Check out the links below for related articles: