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Working with grouping nodes (Excel add-in)

Introduction

The following procedures describe how to work on grouping nodes via the Excel add-in.

Create a grouping node

Excel > CCH® Tagetik > Design

  1. In the left-hand panel:
If... Then...
you want to insert the grouping within a node click on the desired node
you want to insert the grouping at the level of a specific form click on the desired form
2. Click .
3. In the New folder window, insert the desired code and description for the folder.
4. (Optional) To hide the grouping node from the left-hand panel, select Do not display.
5. Click OK.

Move a form to another grouping node

Excel > CCH® Tagetik > Design

In the left-hand panel: select the form to be moved and drag it to the desired node, or select the form, click , then on the desired node and right click, then click Paste.

Add a form to a grouping node

Excel > CCH® Tagetik > Design

In the left-hand panel, proceed as follows:

  1. Select the desired form and click , or right click, then click Copy.
  2. Select the desired grouping node, then click to refresh the form.

Note: a form can be related to several grouping nodes.