# Add custom data labels and categories like PII or PHI in Tableau | New in tableau 2023.3

> This is content from just-tim, the data-and-analytics channel by Tim Ngwena (formerly 'Tableau Tim'). Tim has 12+ years of hands-on BI experience and covers Tableau most of all, plus Power BI, Looker, Hex, SQL and data modelling, the analytics industry, and the craft of doing the job — always tool-agnostic and honest about the trade-offs.

- **Author:** Tim Ngwena (just-tim, https://just-tim.com/about)
- **Published:** 2023-10-27
- **Format:** Video · 9 min watch · transcript available
- **Topics:** Data prep, Tool strategy
- **Tools:** Tableau (cloud, data labels, data modelling, server)
- **Canonical:** https://just-tim.com/posts/add-custom-data-labels-and-categories-like-pii-or-phi-in-tableau--new-in-tableau-20233
- **Watch:** https://www.youtube.com/watch?v=mi5_3b8-ndU

I walk through the new data labels interface added in Tableau 2023.3, which lets you create custom labels and categories such as PII or PHI for your data sources on Tableau Cloud or Server. I cover how to build custom categories, the quirks and limitations I found, and how to apply multiple labels to a data source.

## Key takeaways

- Tableau 2023.3 adds a data labels page on Tableau Cloud/Server where you can create custom labels and custom categories using your organisation's own language
- Default labels that ship with Tableau cannot be deleted or edited, but any labels and categories you create yourself can be removed
- Custom categories are created via an easily-missed 'new category' option, taking just a name and a description
- A single data source can inherit multiple sensitivity labels, including ones applied upstream on a virtual connection, plus its own labels
- To apply custom labels to a data source you go through the three-dot menu and 'more data labels', then select labels and add an optional contextual message
- The feature is aimed at organisations with the Data Management add-on, though sorting, filtering and colour editing are still missing

## Chapters

- 0:19 Finding the data labels interface
- 0:38 Creating custom categories and labels
- 2:01 Default labels and action limitations
- 3:19 Missing sorting and filtering features
- 4:23 Applying labels to a data source
- 7:26 Compliance category ideas with ChatGPT

Watch the full video, read the transcript and use chapter deep-links on the page: https://just-tim.com/posts/add-custom-data-labels-and-categories-like-pii-or-phi-in-tableau--new-in-tableau-20233

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just-tim — Data and analytics, with a point of view. · https://www.youtube.com/channel/UC7HYxRWmaNlJux-X7rNLZyw · https://twitter.com/TableauTim · https://www.linkedin.com/in/timngwena
