Setting up custom tags

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Add custom tags to allow you to group data for specific reporting needs.

About this task

As a system administrator, you can create a tag type and add tags to the tag type. You can specify whether to use a custom tag as the default tag when you tag an account or meter with the tag type.

You can include a custom tag type in the monthly dataset, which underpins most PowerReports.
Warning:
  • It can take up to 24 hours for the monthly data set to update with the new custom tag. The monthly dataset is refreshed overnight.
  • When you include a custom tag in the monthly dataset, you increase the number of records in the dataset. If you have previously saved any PowerReport that was built by using the monthly dataset, you must revisit the saved copies of these reports and apply an appropriate Tag Type filter to avoid over reporting.

Procedure

Create a custom tag type.

  1. From the main menu, click Admin and select Custom Tags.
  2. In the Tag Types grid, click Create New.
  3. Assign a name to tag type.
  4. Restrict the tag type to a specific organization.
  5. Add a description.
  6. Click Save.

Create a tag.

  1. From the Tag Types grid, select a tag type, and select Tags from the pop-up menu.
  2. In the Tags grid, click Create New.
  3. In Use Type
    Draft comment: luaidemp@ie.ibm.com
    What is Use Type for? Not mentioned in KB.
  4. Assign a name to the tag.
  5. Specify whether the tag is the default tag for the tag type.
    The default tag is applied by default when you tag accounts or meters with the tag type.
  6. Enter a description.
  7. Click Save.

Adding tags to the monthly dataset.

  1. In the Custom Tag Types grid, select a custom tag type and click Edit Tag Type Settings from the pop-up menu.
  2. Set the option to include the custom tag type in the monthly data set.
  3. Click Save and Continue.