Badging: Endorse, Warn and Deprecate

Add badges to workbooks, worksheets, dashboards, 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
Add or Update a Badge
View an Existing Badge
Related Resources

Requirements

  • Organization Admins can add badges to all content. 
  • Creators and Explorers can add badges to content located in their individual My Documents directory.
  • Existing badges can be viewed by all organization members. 

Add or Update a Badge

  1. Open the workbook, worksheet, dashboard, dataset or CDW table header.
  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 workbook, worksheet, dashboard, 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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