As an admin user, when you publish a collection for a dimension, DealTrack will make that collection available to be selected for a particular deal in order to assign dimension items as included items for that particular deal.
To do this, simply click on Config at the top of the page and then on Structure in the drop-down menu. On the ‘Dimensions’ tab, select a dimension and then click the View collections button.
You will be taken to a page displaying your existing collections that are either published or unpublished. If a collection is currently unpublished, you will notice that there is an empty circle in the ‘Published’ column for that particular collection (as shown in the screenshot below).
To publish this collection, simply select it from the list, and on the right-hand side of the page, you will notice a tick box option has now appeared underneath the ‘Name’ text field labelled ‘Published’ (see screenshot below).
Clicking in this box will trigger a tick to appear and a drop-down selection option next to it. The three options you will be able to select from are:
Reporting and assignment (default) · Dimension collections are available for both reporting and assigning to deals.
Reporting only · Dimension collections are available for reporting only.
Assignment only · Dimension collections are available for assigning to deals only.
When you have completed your selection, click Save. Under ‘Published’ on the main screen, you will notice that the circle now contains a green dot to confirm that this collection has now been published.
Each collection that is published will also be available to be selected for a data extract in the Reports module of DealTrack.
When a collection is displayed to a user who is configuring the set of included items for a deal, any dimension items that are unallocated for that collection will be hidden. This means that you will only be able to view or select dimension items that have been allocated to a collection.
In contrast, when a collection is displayed to a user who is configuring filter settings for the turnover data extract in the Reports module, any dimension items that are unallocated for that collection will be displayed together with the allocated items.
When configuring a filter setting for this data extract for a dimension, you will be able to view, and select from, the allocated or the unallocated part of the selected collection.