Taxonomy
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Taxonomy
Section titled “Taxonomy”Overview
Section titled “Overview”Taxonomy gives shared meaning to fields, dashboards, and business concepts. Use it to standardize tags, attributes, units, and categorization across teams.
How it works
Section titled “How it works”Taxonomy metadata enriches how users understand data and how the platform presents fields. It supports clearer filtering, labeling, grouping, and governance. Taxonomy should describe business meaning, not temporary UI preferences.
Step-by-step
Section titled “Step-by-step”- Open Taxonomy.
- Review existing tags, attributes, and units.
- Add only terms that are reused across multiple workflows.
- Attach taxonomy to the relevant fields or entities.
- Review dashboards after changing important taxonomy.
Common mistakes
Section titled “Common mistakes”Do not create duplicate tags with slightly different spelling. Consolidate terms before adding new ones.
Do not use taxonomy for one-off notes. Use descriptions or dashboard text when the concept is not reusable.