Creating a Subject Area

You can create a Subject Area to assign subject areas to space groups.

  1. From Space Management, select Subject Area.

  2. Select + New Subject Area icon. TheSearchbar allows you to search for the subject areas in this space by name. You can specify at least three characters in the Search bar to auto-populate a list of possible search results. Note: Searching in Subject Areas only shows results for columns if the specified characters in the Search bar either "starts with" or "ends with" a column that matches the criteria.
  3. Name the subject area and click the green check mark icon to save.
  4. Select the +Add Columns icon to add columns to your new subject area.
    Tip: System administrators can click Resync All Subject Areas on the Admin entry point if they do not see all the columns available in their SA that they are expecting to see.
    Note: Pressing Resync All Subject Areas may take some time (up to 1-2 minutes) for certain spaces. This should be a rarely used function.
  5. Add columns to your subject area. You can find and add columns by:
    •  Using the Search bar can be used to find columns. You can specify at least three characters for the application to auto-populate a list of possible column results. Subject Area uses a server-side search which allows for faster loading times. Double click a column to add it to your subject area.
    •  Using the Filter Bar below the Search bar to filter your search results by measures, attributes, global expressions, local expressions, and global filters.
  6. When a column is added to the subject area, click the More Actions icon. From this menu, you can Rename the column, edit the Description, modify Properties, or Remove the column from the subject area.
  7. You can use folders to organize your subject area. To create a new folder, click the + Create New Folder icon and name your folder. Items in a custom subject area can now be reordered by dragging and dropping them. Note: The Default Subject Area cannot be modified.
  8. After creating a folder, use the More Actions menu to Rename, edit Description, or Remove the folder.
  9. Group Access determines which groups have access to the subject area. By default, all new subject areas have the All Users in Space group assigned. This means all users in the space will have access to this subject area.
  10. Click the +Add Group icon and select your group.

  11. To remove a group, select the group and click the Remove from Subject Area icon. Tip: Subject Areas must have at least one group assigned to them.
  12. Confirm by selecting Remove.