How to Work with Tags

Note: If tags are to be reapplied after reloading linked data, you need to specify key columns that can be used to uniquely identify the rows in each data table. See Details on Select Key Columns for more information.

To create a new tag collection:

1. If Tags are not already visible, select View > Tags.

2. If you have more than one data table in the document, click to select the data table where you want to add the tag collection.

3. Click the New Tag Collection button, .

4. Type a Name for the tag collection.

   Comment: This name will also be used as column name when the tag collection is viewed as a column in visualizations.

5. Optionally, type a Description with details about the tag collection.

6. Click New....

7. Type a Tag name.

8. Click OK.

   Response: The tag is added to the Tags list in the New Tag Collection dialog.

9. Repeat steps 6 to 8 until you have added all tags that you want to include in this tag collection.

10. Click OK.

    Response: The Tags are updated to display the new tag collection and its content.

To attach tags to marked rows:

1. If Tags are not already visible, select View > Tags.

2. In a visualization, mark the rows that you wish to tag.

   Comment: You can only attach one tag at a time.

3. Select the tag you want to apply.

4. Click the Attach Tag to Marked Rows button, .

   Comment: You can also drag the desired tag to the center of the visualization and drop it on the attach tag drop target.

   Response: The marked rows get the selected tag.

5. Mark a new set of rows and repeat steps 3 to 4 until you have attached all tags that you want.

To mark all rows with a specific tag:

1. If Tags are not already visible, select View > Tags.

2. Make sure that a visualization using the desired data table and marking is active.

3. Right-click the tag of interest.

4. Select Mark Tagged Rows in Active Visualization from the pop-up menu.

   Response: The rows with the selected tag are marked.

   Comment: You can also double-click a tag to mark all rows with that tag immediately.

To mark all rows without a tag in a data table:

1. If Tags are not already visible, select View > Tags.

2. Make sure that a visualization using the desired data table and marking is active.

3. Right-click the Untagged item of the desired data table and tag collection.

4. Select Mark Rows without Tags from the pop-up menu.

   Response: The untagged rows are marked.

To delete a tag or a tag collection:

1. If Tags are not already visible, select View > Tags.

2. Click the tag or tag collection you wish to delete.

3. Click on the Delete button, .

   Response: A confirmation message is displayed.

4. Click OK.

To remove all tags for a specific tag collection:

1. If Tags are not already visible, select View > Tags.

2. For the desired data table, right-click the tag collection item.

3. Select Remove All Tags from the pop-up menu.

   Response: A confirmation message is displayed.

4. Click OK.

   Response: All tags are removed for that specific tag collection (in the specific data table).

To remove all tags from marked rows:

1. If Tags are not already visible, select View > Tags.

2. Make sure that a visualization using the desired data table is active and that the rows from which you wish to remove tags are marked.

3. Right-click on the Untagged item of the desired data table and tag collection.

4. Select Remove Tags from Marked Rows from the pop-up menu.

   Response: All tags from the specific tag collection are removed from the marked rows.

   Comment: You can also drag the Untagged item and drop it on the drop target in the visualization.

To remove a specific tag from all rows:

1. If Tags are not already visible, select View > Tags.

2. For the desired data table, right-click the tag that you want to remove from all rows.

   Comment: If you have more than one data table in your analysis and the same tag is available in more than one data table, you need to make sure that you right-click on the tag in the actual data table of interest. This command works regardless of which data table is active.

3. Select Remove Tag from All Rows from the pop-up menu.

   Response: The selected tag is removed from all rows in the specific data table.