How to work with control groups

How to modify a control group

Dimensions > Control groups > List

  1. In the control groups list table, select the group to modify.
  2. Define all the characteristics of the control group using the various configuration tabs, and then click Save.

How to recode a control group

Dimensions > Control groups > List

  1. In the control groups list table, select the group whose code needs to be modified.
  2. Select > Recode: the Recode - Control groups page will open.
  3. Click : an empty row will be added.
  4. In the Attributes tab, under Code, select the code to be replaced.
  5. Under New Code, insert the new code to be assigned to the control group.

IMPORTANT: the new code must not already be used in Tagetik. 6. Select Primary if the code inserted must prevail in case of any conflict. 7. Click Save to save the new code. 8. Repeat from step 3 in order to change other codes. 9. Click Run to recode all the new codes saved.

Note: this operation may take several minutes.

How to relate a control group to a node in a hierarchy

Dimensions > Control groups > List

  1. In the control groups list table, select one or more groups to be related to the same node.
  2. In the Relationships tab, select the node with which to create the relationship and then click Save.

How to update control groups

Dimensions > Control groups > List

This procedure allows you to update control groups, which have been automatically created using variation/detail types, when it is necessary to add variation accounts or detail accounts for a parent account that is already inserted in a control group. This is done after having created a dedicated variation/detail type and after this has been added to the grouping used for the control group.

  1. In the control groups list table, select the group to update.
  2. Select > Update control groups: the Update control groups page will open.
  3. Define the update mode and any custom dimension restrictions.
  4. Click OK to start the update process.

Note: this operation may take several minutes.

How to exclude data for specific custom dimensions

Dimensions > Control groups > List

For each control group, it is possible to exclude data for specific custom dimensions from being collected.

  1. In the control groups list table, select the group for which to create restrictions.
  2. In the Restrictions tab, set the desired type of restriction for each custom dimension shown.
  3. Click Save: for custom dimensions for which a restriction has been set, the Define command will be displayed together with the symbol, indicating that there are elements for which the control group is to be restricted.
  4. Click Define: the specific page will open allowing you to define the restrictions.
  5. Click to add an element.
  6. In the Attributes tab, set whether to include or exclude the element, and select the single custom dimension elements or nodes of a non-time-dependent hierarchy defined for the custom dimension.
  7. To enable a hierarchy node, but exclude an element from it, you must first set the node and then the exception on the next line.

IMPORTANT: The system implements restrictions based on the order in which they are inserted in the definition window. If two restrictions are in conflict, the one implemented last in the sequence will prevail.

  1. Click Save.
  2. To view a list of all the selected elements, click Definition result.

How to copy custom dimension exclusions from another control group

Dimensions > Control groups > List

  1. In the control groups list table, select the group from which to copy custom dimension restrictions.
  2. Select > Copy Custom Dimension Restrictions from: the Copy Custom Dimension Restrictions from page will open.
  3. Select the control group from which to copy custom dimension restrictions.
  4. Select the desired custom dimensions, and then click Run.

How to generate a report with the characteristics of a control group

Dimensions > Control groups > List

It is possible to create reports that contain specific attributes extracted from the control groups. To define the characteristics to be included in the report, follow the below procedure:

  1. In the control groups list, select > Control groups report: a window will appear allowing you to set the parameters for generating the report.
  2. In the Input filters section, select the control groups to be included in the report.
  3. In the Output section, select the information from the control groups to be included in the report.
  4. Click OK: the requested report will be generated in Excel format.

How to generate a report on custom dimension restrictions

Dimensions > Control groups > List

It is possible to create reports containing information about specific custom dimensions managed for the control groups listed. To define the data to be included in the report, follow the below procedure:

  1. Select > Restrictions on custom dimensions report: a window will appear allowing you to set the parameters for generating the report.
  2. In the Input filters section, select the filters to define the control groups that will be included in the report.
  3. In the Output section, define how to break down and group the information in the report. For each type of output selected, a dedicated tab will be created in the report.
  4. Click OK: the requested report will be generated in Excel format.