Categories
- Create a category
- Assign a label to an entity
- Remove a label from an entity
- Editing a category
- Filtering
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You can use categories to filter consolidated reports and compare entities with certain traits. For example, if you run a group report consisting of entities located around the world, you might then want to run a comparative P&L for USA branches only. By creating categories, you can apply a label (for example to indicate the country) against each entity. Once you’ve applied these labels, you can filter a whole report, page or chart based on those labels.
Create a category
Note: You can add a maximum of two category levels.
- From the main Spotlight screen, click the Settings option under the relevant group name.
- Open the Categories / FX tab, then click Edit Categories.
- Click Add Category and enter a category name, for example, Country.
- Enter the name of the first option, then click Add Option. Â Repeat this step for each of the required options.
- If required, to add another category click Add Category and repeat steps 3 and 4.
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Assign a label to an entity
- From the main Spotlight screen, click the Settings option under the relevant group name.
- Open the Categories / FX tab, then from the required drop-down list, choose the option you need for each entity.
Remove a label from an entity
- From the main Spotlight screen, click the Settings option under the relevant group name.
- Open the Categories / FX tab, then click the label you want to remove and select No <Option>, for example, No Country.
Editing a category
Rename a category or label
- From the main Spotlight screen, click the Settings option under the relevant group name.
- Open the Categories / FX tab, then click Edit Categories.
- To rename a category or label, type over the existing name then click Save.
Delete a category
- From the main Spotlight screen, click the Settings option under the relevant group name.
- Open the Categories / FX tab, then click Edit Categories.
- To remove the category, click the ‘X’ on the right-hand side of the category.
Delete a label
- From the main Spotlight screen, click the Settings option under the relevant group name.
- Open the Categories / FX tab, then click Edit Categories.
- To remove a label, click Remove.
Filtering
Filter the full report
Once you’ve set up your categories and assigned labels to your entities, you can filter a report to only show data for the entities in a specific group. For example, you may want to compare data for all entities based in the UK. Â
To do this, open the report and from the Customise Layout tab open the Filter drop-down list. Â You can then choose a label, and the report will filter to only show data for any entities assigned to that label.Note: You can only filter by one label at a time.
Filter a single page
Rather than filtering a whole report, you may want to filter a single page within a report. Â For example, to have a page comparing data for all entities set as Retail.
- From the Customise Layout tab, locate the page thumbnail for the page you want to filter.
- Click the 'hamburger' icon at the top right-hand corner of the thumbnail.
- Select the required filter options, then click Apply.
- The page will now only show data from entities with that label.
If required, you can add other pages and filter them to show the other labels.
Filter a single chart
Rather than filtering a whole report, or a whole page by a label, you can filter a single chart. For example, you may want to have a chart comparing sales data for entities based in the UK. Â
- From the Customise Layout tab, hover over the page then click Customise.
- Hover over the chart, click Edit, then open the Filter tab.
- You can now select a category and choose which labels you’d like to filter your chart into.
You can have up to six charts on a single page. So for example, you could include a chart comparing data for each country, for example, one for UK entities, another for NZ entities and another for Australian entities.
Note: Unlike reports and pages, you can filter a chart with multiple labels. Â For example, you could show data for entities under labels NZ and Australia but not the UK. When you do this, the data for each label appears as a separate series on the chart.
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