Item tags are useful for filtering down to show groups of items that fit specific conditions, scenarios or themes within your story. Tags allow you to filter items that belong in one or more sets, like in a Venn diagram.
When to use tags?
Often, items can belong to multiple groups. For example, the items in a product related story may relate to different combinations of markets such as UK, USA, Germany, Finland and so on. As there are a large potential number of markets it is not practical to create separate attributes for each. This is a situation in which tags are perfect. However, note that tags cannot be used as the axes of plots so where there is a choice to use attributes or tags, you should choose attributes.
Tags can be added and edited in a number of ways:
- When you are setting up a story through the setup menu you can predefine the tags that you want to have available by default
- When you paste data into the data grid this can include tag data and you can add and update tag values directly in the grid.
- When editing any item through the edit panel
Organising tags using tag groups
As tags are a flexible way of enhancing your data, your story may end up containing many tags related to different subjects or characteristics. So you can use tag groups to group sets of tags together so you can control which ones are available to filter by on different views.
In story setup you can assign tags to tag groups. You can then choose which groups of tags to display within the interactive filters of any view.
Filtering using tags
- In view options select tags in the interactive filter
- Choose which tag groups you want to display
- Select one or more tags from the interactive filter. When using the interactive filter tags can be combined using OR, AND and NOT operators.
NOTE: As well as filtering using interactive filters, tags can be turned on and off when editing a specific item. So, when you are viewing the tags panel for an item or updating its tags through the item edit panel, watch out for the blue highlight which means that a tag selection is in force.
Tags are now grouped in the Item Edit panel and on the tag panel inside an item making it easier to assign tags and to see which tags are available within each distinct tag group.
The tag groups can be collapsed and expanded independently to allow you to focus in on any specific groups.
It’s now also possible to assign tag groups to relationships (within the Story setup screens).
Both item and relationship tags are displayed within their associated tag group when included in the Interactive Filters for a view.
SharpCloud recognises multiple tag columns, each as its own tag group, allowing you to automate the creation of tag groups in your story and include them in data import and export operations.
Tag groups can be included in the data you paste manually from Excel and in the data you automate in using SharpCloud QueryConnect or the SharpCloud SDK / API.
Pasting in from Excel to create Tag Groups
When using Excel, there are 2 alternatives when pasting data in for Tags. To create a set of tags that belong to a Tag Group, the column will need to be structured as “Tags.Group Name”, so, for example, when creating a Tag Group called Markets, the column heading will read Tags.Market. This means that any Tags that exist in that column will automatically be assigned to that Tag Group (Scenario 2 in image below).
Alternatively, creating a column called Tags will allow any Tags that exist in that column to fall into no grouping (Scenario 1 in image below).
There can be as many different Tag Group columns in your Excel document as required.
Tag Groups in SharpCloud
The Tag Groups are shown as separate columns in the data grid.
A full list of tags and their groups are shown in the Story Set-up.
Tag groups that you import can be displayed in the Interactive Filter of a view.
Tags can be edited in the Tags panel
Tags can be selected, deselected and new tags created to items directly from the Tags panel displayed when you open an item.
Collapsible Tag Groups
Tag groups displayed in the interactive filter are automatically collapsed but can be expanded with a click to show all the tags contained in the group. Where a tag group has one or more tags selected, the group name is highlighted blue to clearly indicate that one or more tags in the group are active.
During your current browser session, the interactive filter will remember if you have expanded one or more tag groups, meaning that you can return to the view at any time and will find the same groups expanded. However, on re-load of a story, the tag groups will revert to being collapsed on all views.
Working with Collapsible Tag Groups
After assigning multiple Tags the same Tag Group Name in the Data Grid/Story Setup, the grouped Tags will roll-up and sit under the same label in every view.
Tags grouped by three label headings: Business Impact, Driver and Market
Selected Tags are highlighted Blue to let you know that one or more of the tags sitting in this group have been applied in the view to filter data in/out.
Click on the Tag Group to expand and view the list of Tags associated with this group. You can click on the individual Tags to apply the specified Tag to your data or the overall Tag group to apply all associated Tags.