Classification Set settings

Configure a Classification Set, upload data, or download data.

Components > Classification sets > Sets > Click the desired Classification Set name

When editing a Classification Set, two tabs are available; Schema and Settings.

Settings

The following fields are available in the Settings tab and can be edited:

• Name: The Classification Set name.
• Description: The description for the Classification Set.
• Owner name: The owner name.
• Owner email: The owner’s email address.
• Notify of issues: A comma-delimited list of email address that are notified of issues with this Classification Set.
• Tags: Add one or more tags to the selected Classification Set(s), which allows you to organize or group Classification Sets to make them easier to locate in the future.

Additional fields are available for informational purposes, and cannot be edited:

• Type: The type of classification between Primary and Lookup. Primary classifications are typically used.
• Subscriptions: The Report Suite and variable that the Classification Set applies to. Only one Report Suite is supported for a given Classification Set at this time; support for multiple Report Suites is planned.

Schema

View currently configured classification dimensions for this subscription. The following buttons are available:

• Upload: Manually upload classification data for one or more classification dimensions. JSON, CSV, TSV, and TAB files are supported. Uploading a valid file shows a table preview of data to classify.

  • File encoding: Select the correct file encoding using this drop-down. Valid options include UTF-8 and Latin1.
  • List delimiter: Select the correct list delimiter. If using a downloaded file or template file, make sure that the List delimiter here matches the List delimiter when the file was downloaded.
  • Apply: Save the uploaded classification data to the Classification Set.

  

• Download: Download key values and their classification columns.

  • Rows: The maximum number of rows to include in the download file.
  • Download rows received between: A calendar date picker that allows you to filter key values by when they appear in reporting. If a key value was not collected in this date range, it does not appear in the downloaded file.
  • Data returned: A drop-down list that lets you filter key values included in the downloaded file based on their associated classification data.
    • All classified values: Includes rows where classification data is included in at least one column.
    • All unclassified values: Includes rows where classification data is missing in at least one column.
  • File format: A drop-down list that determines the file format that the download file is in. Options include JSON, Comma separated values, and Excel tab separated values.
  • File encoding: A drop-down list that determines the file encoding. Options include UTF-8 and Latin1. UTF-8 is recommended.
  • List delimiters: A drop-down list that determines the list delimiter separating classification columns on each row.

  

• Template: Download a template file. This file is similar to the Download button, except it does not contain any classification data or key values.

  • File format: A drop-down list that determines the file format that the template file is in. Options include Comma separated values, and Excel tab separated values.
  • File encoding: A drop-down list that determines the file encoding. Options include UTF-8 and Latin1. UTF-8 is recommended.
  • List delimiters: A drop-down list that determines the list delimiter separating classification columns on each row.

• Job history: A shortcut link that takes you to the Job manager, showing jobs only for this Classification Set.

  

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