It guides users through:
Starting and naming a new classification.
Choosing base fields and defining category types (manual or smart).
Editing, deleting, or adding categories.
Applying advanced filtering and rule-based logic.
Enabling drill-through and managing report structure for categorized data.
Key Steps
Step 1: Start Classification Creation 0:11
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Begin by initiating the classification process.
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Name the classification (e.g., 'Account Size').
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Select 'Classification' as the type.
Step 2: Choose Base Field 0:22
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Select a base field for the classification.
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For this example, choose 'Revenue' from the customers table.
Step 3: Create New Column 0:34
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Create a new column in the customers table named 'Account Size'.
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This column will categorize accounts based on revenue figures.
Step 4: Select Classification Type 0:46
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Choose between 'Manual Classification' or 'Smart Classification'.
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Manual Classification: Start from scratch to define rules.
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Smart Classification: Automatically generates categories based on unique values.
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Step 5: Save and Review 1:14
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Click 'Save and Close' to generate the classification.
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Reopen the configuration screen to review the generated categories.
Step 6: Edit Categories 1:36
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Edit the generated categories as needed.
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For example, combine the top two revenue amounts into 'Key Accounts'.
Step 7: Delete Unnecessary Categories 2:00
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Remove any categories that are not needed by clicking the dots and selecting 'Delete'.
Step 8: Add New Categories 2:24
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Add additional categories (e.g., 'Large Accounts', 'Medium Accounts', 'Small Accounts') using the '+' button or dots.
Step 9: Save Changes 3:13
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After making all necessary edits, save the classification.
Step 10: Advanced Filtering (Optional) 4:00
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For complex classifications, use manual classification with advanced filtering options.
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Select multiple tables and fields to create rules.
Step 11: Define Rules 4:45
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Use the drop-down to set conditions for classification rules.
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Input formulas as needed, referencing other lines in square brackets.
Step 12: Reorder Items 5:56
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Drag and drop items to reorder them in the classification.
Step 13: Enable Drill Through 7:52
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Enable 'Drill Through' for detailed reporting on each line item.
Step 14: Exclude Items from Totals 8:01
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Use the exclusion checkbox for items that should not affect total calculations.
Step 15: Review Report Structure 8:39
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Check the report to ensure classifications and drill-downs are functioning as intended.
Cautionary Notes
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Ensure that the base field selected is relevant and contains accurate data.
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Be cautious when deleting categories; ensure they are not needed for reporting.
Tips for Efficiency
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Use 'Smart Classification' for quicker setup when applicable.
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Regularly review and update classifications to reflect changes in data or business needs.