Badging: Endorse, Warn, and Deprecate

Add badges to workbooks, Sigma datasets, and cloud data warehouse (CDW) tables to indicate whether the content is Endorsed, has a Warning, or has been Deprecated.  Optional badge notes can be used to provide additional context for all organization members.

Summary of Content

Requirements
Workbook and Template Badging
      Add or Update a Badge
      View an Existing Badge
Dataset & CDW Table Badging
      Add or Update a Badge
      View an Existing Badge
Related Resources

Requirements

  • Organization Admins can add badges to all content. 
  • Creators can add badges to all content they have access to.
  • Existing badges can be viewed by all organization members. 

Workbook and Template Badging 

Add or Update a Badge

  1. Open the document.
  2. Click the caret (▼) button to the right of the document title.
  3. Click ADD BADGE or the existing badge.
    Screen_Shot_2022-02-10_at_11.31.15_AM.png
    This will open the Add Badge modal.
  4.  Select a badge type.
    Screen_Shot_2022-02-10_at_11.35.31_AM.png
  5. [optional] Add a note.
  6. Click Add.

View an Existing Badge

  1. Open the document.
  2. Click the caret (▼) button to the right of the document title.
    Badges are displayed in the dropdown's top left corner. 
    Hover your cursor over the badge to see additional information.
    Screen_Shot_2022-02-10_at_11.40.26_AM.png

Dataset and CDW Table Badging

Add or Update a Badge

  1. Open the document or CDW table.
  2. Click the information icon in the page header. This will open the open the page's info popup.
  3. Select a badge type from the Badge dropdown list.
    Screen_Shot_2020-12-08_at_10.23.03_AM.png
  4. [optional] Add a note to provide context for later reference or other teammates. 
    Screen_Shot_2020-12-08_at_10.23.30_AM.png
  5. Your new badge will now be visible from the document header. 

View an Existing Badge

  1. Open the dataset or CDW table.
  2. If a badge exists, its colored indicator will be displayed in the page header.
    Note: This indicator will only be visible if a badge exists. If no badge exists, but you have permission to add one, you will see a flag icon instead.
    Screen_Shot_2020-12-08_at_10.23.56_AM.png
  3. To view the badge note or last update time, click the information icon in the page header. This will open the  open the object's details popup. 

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