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 tell Ignite into which folder the data belongs.
Once you have categorized your spend, the data can be utilized in varous areas throughout Ignite. Most notably within the various profile pages.
Note: User interface has changed since the release of this video, but the main concepts in video are still applicable.
Classification
The first step is to find the Classification module. It can be found within the Data & 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 the structures by selecting the correct data table and structure in the two menus (Select data table and Select classification structure) in the top left of the Classification module.
If there are no structures, you will need to create one. In order to do this you must first pick the relevant data table from the Select data table menu within the Classification module and then press these three dots besides Select classification structure and choose the Create new structure option.
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 filling these groups with spend. The first step here is to decide which data columns you want to base your group rules on. In the example below, the Supplier field is used for this purpose.
In the GIF below, you can see 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 them.
You can click the three dots to the right of a group and select Inspect to view the data which lies inside each group.
After you have clicked the Inspect option once, group titles can be clicked to show you the data classified 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 VAT no. as the field I use for grouping rules. Due to this, the suppliers in my groups are displayed by their VAT numbers instead of e.g. the suppliers names.
If you switch to the Rules for group tab within a group, you will be presented with an overview of all rules for that group. To view them in further detail, click the See all rules for group button.
Changing which groups rules lead to
Changing which groups rules lead to
If you want to edit the group rules lead to, this can be done in a few different ways. The most straight forward method is by pressing the View all rules button within the page of Classification structure. You will then be brought to an overview where you can review your rules and make changes if needed.
Press the pencil icon within the View all rules page 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 checked against the highest prescedence rules first to check for applicability. If none of the rules can be applied, the ruleset with the second highest prescedence will be checked. This continues until all rulesets have been checked.
💡Tip: You can move or merge groups within the View all rules overview 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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