Ignite's Classification Module lets users group and categorize their spend data for easier analysis. This is done using structures made of groups and rules. Think of it as organizing data into specific folders and sub-folders. Classification rules rell Ignite into which folder the data belongs.
Once sorted, this categorized data can be used as an additonal dimension in Analytics!
User interface has changed, but main concepts in video are still applicable
Classification
The first step is to find the Classification module. It can be found within the Configuration collection down in the lower left.
How to Start Classifying Data
How to Start Classifying Data
To start classifying data, you will need a classification structure to do it in. If your workspace already has one or more structures, you can find those by selecting the correct data table and structure in these two menus.
If there are no structures, you will need to create one. In order to do this you must first pick the relevant data table and then press these three dots and choose "Create new structure".
You'll have to give it a name, and you're good to go. Note that the name can be changed later, so you do not have to be sure about the name at this stage.
Then, you will have to create groups to classify your spend in. To do so, press the "+Group" button, give it a name, and press the green check mark to the right of the group name.
To add a subgroup (Group within a group), hover your mouse over the group you wish to add a subgroup within, and press "Add subgroup".
Now you are ready to start populating these groups. The first step here is to decide which data fields you want to base your grouping rules on. In the example below, the "Supplier" field is used for this purpose.
In this GIF, I demonstrate how to classify spend to a group. It is done by drag-and-dropping a field into a group, then applying the change. Do note that you do not need to apply the changes after each rule you make, and that you can wait until you've classified all the values you want before applying.
After you have applied the changes, you can click the group title. This will allow you to see the values related to the contents within the group. You can choose which data field you want to have this based on. This is covered in the example below.
In this example, I have "Supplier registration number" as the field I use for grouping rules. Due to this, the suppliers in my groups are displayed by their registration number instead of e.g. their names.
If you switch to the "Rules for group" tab and press "See all rules for group", you will be presented with an overview of your rules.
Re-Classifying Data
Re-Classifying Data
If you want to edit the group rules lead to, this can be done by pressing "View all rules". You will then be brought to this page, where you can review your rules and make changes if needed.
Press the ✏️ icon to change which group a rule applies to. You can also edit multiple rules at once by checking the boxes to the left of each ruleset, and pressing "Edit".
In addition to editing the group rules lead to, you can also change the ruleset prescedence. The prescedence can be explained as the priority of each ruleset. In practice, this means that all of your data will be filtered through the highest prescedence rules first to check for applicability. If these rules do not fit, the ruleset with the second highest prescedence will be checked. This continues until all rulesets has been checked.
💡Tip: You can move or merge groups if needed. This is done by pressing the three dots to the right of a group name and choosing either "Move to..." or "Merge into".
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