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. |