🏷️Metadata Tags

Metadata Tags in Euno allow you to extend and customize the data model by adding your own tags to resources. These tags can be used to categorize, organize, and filter resources based on your organization's specific needs.

Types of Metadata Tags

Metadata tags come in two main categories:

Fixed Tags

Fixed tags allow users to manually set values for resources. These include:

• Single Select: Choose one option from a predefined list

• Multi Select: Choose multiple options from a predefined list

• Date/Time Field: Date and time values

• Fixed Boolean: True/False values

• Number: Numbers only

Active Tags

Active tags automatically calculate their values based on defined rules:

• Categorical Assigned Value: Multiple values based on EQL conditions

• Live Boolean: True/False based on an EQL condition.

Creating a Metadata Tag

To create a new metadata tag:

1. Select the "Metadata Activation →Metadata Tags" option from the side menu

2. Click the "Create a new tag" button found in the top right hand corner of the screen

3. Enter the basic information

   1. Enter a unique Name for the tag.

   2. EQL name is automatically set by Euno based on the name provided by the user. The EQL name is used when querying with EQL.

   3. (Optional) Add a Description to help other users understand the tag's purpose. Providing a description also improves the accuracy of Euno's natural language search results.

   4. Owner is automatically set by Euno and is attributed to the user who creates the metadata tag.

   5. (Optional) Configure Group to organize the tag within the side panel. Select an existing group or create a new one.

   6. (Optional) Enable Visible in Data Model if you want this tag to appear in the resource overview panel. This is especially useful if the tag is used as a compound tag (a tagcreated for the purpose of building another tag).

4. Add tag Details

   1. Select tag Type

5. Enter the Values for the metadata tag

   1. To create a Category Assigned Value (Active Tag) metadata tag:

      1. Add the Value Name (e.g. mart layer)

      2. Add the EQL associated with the Value Name (e.g., name ~ "mart" — any model with a name like "mart" will be tagged with the category name).

      3. To add an additional category, click on the button

      4. To reorder the values (which affects the order in which they are assigned to resources), click theor down arrows within the value's box.

      5. To delete a category, click on thelocated within the value's box.

      6. When satisfied with the definition click "Save" found in the bottom right hand corner of the screen.

   2. To create a Live Boolean (Active Tag) metadata tag:

      1. Add the Tag Scope, which is an EQL statement that defines what this tag applies to (e.g., type="dbt_model" — applies only to dbt models).

      2. Add the logic for the positive EQL statement using the True If text box (e.g., tags in ("sales data") — this means the tag will evaluate to true if the resource has the tag "sales data", and false if it does not, applicable only to dbt models).

      3. When satisfied with the definition click "Save" found in the bottom right hand corner of the screen.

   3. To create a Single Select (Fixed Tag) metadata tag :

      1. Add the Tag Scope, which is an EQL statement that defines what this tagapplies to (e.g., type="looker_dashboard" — applies only to Looker Dashboards).

      2. Add the Values, which are the options that the tag can be set to.

      3. To add a value, click on thebutton

      4. To delete a value, click on thebutton

      5. When satisfied with the definition click "Save" found in the bottom right hand corner of the screen.

   4. To create a Multi Select (Fixed Tag) metadata tag:

      1. Add the Tag Scope, which is an EQL statement that defines what this tag applies to (e.g., type="tableau_workbook" — applies only to Tableau Workbooks).

      2. Add the Values, which are the options that the tag can be set to.

      3. To add a value, click on thebutton

      4. To delete a value, click on thebutton

      5. When satisfied with the definition click "Save" found in the bottom right hand corner of the screen.

   5. To create a Date & Time (Fixed Tag) metadata tag:

      1. Add the Tag Scope, which is an EQL statement that defines what this Tag applies to (e.g., type="tableau_workbook" — applies only to Tableau workbooks).

      2. When satisfied with the definition click "Save" found in the bottom right hand corner of the screen.

   6. To create a Fixed Boolean (Fixed Tag ) metadata tag:

      1. Add the Tag Scope, which is an EQL statement that defines what this tag applies to (e.g., type="dbt_model" — applies only to dbt models).

      2. When satisfied with the definition click "Save" found in the bottom right hand corner of the screen.

   7. To create a Number (Fixed Tag) metadata tag:

      1. Add the Tag Scope, which is an EQL statement that defines what this tag applies to (e.g., type="dbt_source" — applies only to dbt sources).

      2. When satisfied with the definition click "Save" found in the bottom right hand corner of the screen.

Managing Metadata Tags

Once a metadata tag has been created, it will be displayed in the Tag Manager table found in the Metadata Tags screen. This table displays:

• Tag name

• Description

• Owner

• Group

• Visibility

The table can be filtered by type or group, and can be searched by the tag name. From this table, you can delete, edit, or copy tags from the action list.

Metadata Tags Table

To view how a specific tag is configured, click on the tag, and you will be redirected to the tag's screen. This page has three sections:

• Information: Displays the basic details about the tag, including:

  • Description

  • Creation time and date

  • Owner

  • EQL name

  • Grouping

  • Visibility

• Insight: Shows a bar chart that breaks down the various resources within the scope, tagged with different values.

• Configuration: Displays the configuration of the tag. In this section, the user can click the 'Edit Tag' button, if they have the correct permissions to edit the tag's details.

Metadata Tag's Page

Editing a Metadata Tag

To edit an existing metadata tag:

• Navigate to the Metadata Tags screen.

• Click on the action icon in the row for the tag you wish to edit, and select "Edit" from the drop-down list.

• Modify the settings as needed.

• Click "Done" to apply your changes.

Note: Some settings, like the tag type, cannot be changed after creation.

Deleting a Metadata Tag

To delete a metadata tag:

• Navigate to the Metadata Tags screen.

• Click on the action icon in the row for the tag you wish to delete, and select "Delete" from the drop-down list.

• A dialog box will appear, asking you to confirm: "Are you sure you want to delete this metadata tag? This action cannot be undone."

• Confirm the deletion by clicking "Delete."

Note: Deleting a metadata tag will remove all its values from resources. This action cannot be undone.

Creating a New Metadata Tag Using an Existing One as a Template

If you wish to create a new metadata tag based on the logic of an existing tag, you can generate a template from the existing tag.

To create a template from an existing tag:

• Navigate to the Metadata Tag screen.

• Click on the action icon in the row for the tag you wish to use as a template, and select "Use as Template" from the drop-down list.

• Once the template is created, fill in the additional details to create the new metadata tag.

Setting Fixed Tags

Unlike Active Tags, Fixed tags are not set automatically. Instead, each tag must be manually set for every resource. To set a manual tag, follow these steps: once created, navigate to the data model screen, search for the desired resource, and open the side panel. In the 'About' section at the top of the side panel, metadata tags are listed. Expand the tag group where the fixed tag was set, and click on the tag to configure the desired values.

Setting a Fixed Property

If you cannot locate the fixed tag, it may be hidden. Simply click 'Show # unset values'. If the tag still isn't visible at the resource level, it's possible that the resource isn't within the scope of the tag, and you may need to edit the tag to expand its scope.

Showing Hidden Unset Properties

Best Practices

1. Clear Names: Use descriptive names that clearly indicate the tag's purpose

2. Documentation: Always add a description to help other users understand how to use the tag

3. Testing: For computed tags, test your EQL expressions with different scenarios

4. Organization: Use the "Visible" flag judiciously to avoid cluttering the UI

5. Maintenance: Regularly review and clean up unused metadata tags

Using Metadata Tags

Once created, metadata tags can be used in the following ways (in the scenario below, the metadata tag 'usage,' a category-assigned value, is being displayed):

• Used as filters in the data model view

• Added as columns in the tabular view

Adding Custom Property as Column in Tabular View

• Viewed in the resource overview panel (if 'Visible' is enabled)

Viewing Custom Property in Resource's Side Panel

• Used in other EQL expressions

Filtering in EQL with Custom Property

Troubleshooting Metadata Tags

In certain cases where the metadata tag uses extreme EQL that traverses multiple relationships in various directions, the tag may time out. When this happens, users will see the following icon both on the tag's page and in the main Tag Manager table.

If the EQL query used to calculate the tag times out after a one-minute delay, the user will see a yellow clock icon. Clicking this icon will display the following message: "The tag timed out while calculating, so the values might be delayed. Consider simplifying the EQL conditions. For more details, refer to the documentation."

Troubleshooting Custom Properties

In such cases, it's recommended to simplify the queries and create compound tags for better performance. For additional guidance, refer to the Optimizing Complex Searches section.