Asset Mapping
Asset mapping connects your BI assets to your organization's taxonomy: functions, sectors, business units, departments, or any other logical grouping. Once mapped, those groups power the BI360 widgets and the inventory, so health, usage, and cost roll up by the part of the business that owns the content.
How it works
Asset mapping is set up per BI platform: each connector gets its own mapping connection, such as Power BI Asset Mapping or Tableau Asset Mapping. For each one, you upload a CSV or XLSX file that maps that platform's assets (for example Tableau workbooks, views, and data sources) to your taxonomy, and choose the level to aggregate by, such as department. Each card shows the file in use, what it aggregates by, and the latest sync status.
Set up asset mapping
Go to Settings > User Directory.
Open the Asset Mapping card for your platform and upload your mapping file (CSV or XLSX).
Choose what to aggregate by, for example department.
When the next sync completes, your taxonomy appears in the inventory and in BI360.
Manage an existing mapping
Click View Connection on a card to manage its mapping:
Download Original retrieves the mapping file currently in use.
Replace File uploads a new version. The previous mapping is replaced.
Resync re-applies the mapping immediately, without waiting for the next scheduled sync.
Delete removes the mapping and its taxonomy from your insights.
Pair asset mapping with the Entra ID connector and both sides of your estate roll up to the same organizational view: Entra ID maps the people, asset mapping maps the content. If there is overlap between Entra ID and Asset Mapping, the information from Entra ID takes precedence over Asset Mapping.
Your Customer Success Manager can provide a mapping file template and help with formatting.
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