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Control groups page

Dimensions > Control groups > List

Purpose of the page

This page allows you to create and modify control groups.

Action buttons on this page

Element Description
This filters the data shown on the page.
This adds a row in order to insert a new control group.
This duplicates a control group with the same characteristics as the one selected, except for the code and the relationships of the underlying Set 1 and Set 2 accounts.
This deletes the control group 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 any ancillary functions. Recode: this modifies the code related to a control group.
This sets the parameters to generate Excel reports. Restrictions on custom dimensions report: this generates reports on the restrictions applicable to the different accounts. Control groups report: this generates reports on the different types of control groups.
This shows a number of functions that can be run on the selected control groups. Update control groups: this updates the control groups with the latest changes made to the associated accounts. Copy Custom Dimension Restrictions from: this copies the exclusions for specific custom dimensions from another control group. Duplicate control groups: this duplicates a control group with the same characteristics as the one selected, with the exception of the code.