Entity elements page
Dimensions > Entity > List
Purpose of the page¶
This page allows you to view all the existing entities and to define new ones.
Actions on this page
| Element | Description |
|---|---|
| This filters the data shown on the page. | |
| This adds a row in order to insert a new entity. | |
| This duplicates an entity with the same characteristics as the one selected, with the exception of the code. | |
| Deletes the element contained in the selected row. | |
| This enables/disables the grid modify function. This allows you to change the characteristics of the selected elements directly in the table and to hide the configuration tabs. | |
| Enables multi-row selection to allow mass changes. | |
| Selects the columns to be shown/hidden in the table and those to be locked when scrolling the table. | |
| Exports data in Excel format. This file cannot be re-imported into CCH Tagetik. | |
| Exports the data in Excel format so they can be edited and reimported into CCH Tagetik. | |
| Imports data from a previously prepared Excel file. | |
| This shows different ancillary functions. For example, it allows you to access the Recode function and to modify the code related to an entity. | |
| This sets the parameters to generate Excel reports. Restrictions on custom dimensions report: this generates reports on the restrictions of the different entities. | |
| Relate as similar company: this allows you to create a new entity, using a number of characteristics from an existing entity. |