Questions? We have answers.

Search

  1. MindBridge: English (US)
  2. Admin
  3. Setup and manage your MindBridge tenant
  4. Libraries
  5. Library management

Library settings: Segments

  • Updated

Summary

Segments allow you to categorize financial data and MindBridge data into meaningful groups that align with your firm's methodologies, accelerating a more targeted and efficient analysis. Segments enable your team to quickly identify trends, anomalies, and opportunities within specific areas of the business, and supports more granular and actionable reporting to help your organization make better informed decisions.

Segments can be created within the library for your team to use in a repeatable and efficient manner across their engagements.

Learn how to create and manage high-level segments for your team in the library below.

Learn more about how segments are used within the MindBridge platform

Note: Changes made to the Segments section within a given library, including segments being created, updated, or deleted, will not appear in existing engagements using that library. To see your changes in action, you must create a new engagement (or roll forward or duplicate an analysis into a new engagement). All segments in the library you select will be copied into the engagement as they exist at that point in time.
Note: While the library is limited to App Admins, other roles can create and manage segments via the Risk segmentation dashboard, as well as add high-level segments to the library as needed so they can be used in future engagements.

Go to segments in the library

Note: Only App Admins can view and manage these library settings. Learn about user roles.
  1. Select Admin ( Admin icon ) near the bottom of the MindBridge sidebar on the left side of the screen. You will go to the User Management tab in the Admin settings by default.
  2. Go to the Libraries tab. You will see a list of libraries available in your tenant.
  3. Open the Actions menu in line with the library you want to see.
  4. Select View Library. You will go to the Library details tab on the Libraries page.
  5. Select the General ledger tab. You will go to the Analysis configuration section.
  6. Select Segments from the menu on the left. You will go to the Segments section.

View a segment

Select the chevron icon ( Expand icon ) in line with a segment to reveal its details. You will see the data fields that the segment will use, their hierarchical structure, and the columns that will be displayed within the segment table on the Risk segmentation dashboard.

Find a segment

Enter a full or partial search term into the search bar, then press enter/return on your keyboard or select the magnifying glass icon ( Search icon ). 

Create a segment

You can create segments in the library as needed.

  1. Select Create segment near the top right of the screen. A selection window appears, populated with default settings. If you want to start with a blank slate, select Clear all in the top-right corner of the window.
  2. Enter a unique Name for the segment.
  3. Select data fields to include in the segment via the checkboxes. When you select a data field to include, it will move appear at the bottom of the Arrange data structure section on the right.
    Deselect boxes to remove fields from the segment.
  4. Select columns to that you want to see in the segment table via the checkboxes.
    Deselect boxes to remove columns from the segment.
  5. Arrange the data structure with the grab handles ( Move ) or use the arrows ( Up / Down ) to move data fields up or down one row at a time.
  6. If you want to see a visual indication* of risk within the segment table, toggle Display cell visuals to Yes — otherwise the table will display text-only data.
  7. When you are satisfied with your segment, Save it. The segment will be added to the library and you will go back to the Segments section.

Select Cancel any time to discard your changes and go back to the Segments section.

GIF

Example of Risk segmentation table with cell visuals turned on

Screenshot showing an example segment with visuals turned on

Example of Risk segmentation table with cell visuals turned off

Screenshot showing an example segment with visuals turned off

Edit a segment

You can edit segments in the library as needed.

  1. Select the edit icon ( Edit icon ) in line with the segment you want to update. A selection window appears.
  2. Adjust the segment as desired (refer to steps 2 through 6 in create a segment).
  3. When you are satisfied with your segment, Save it. The segment will be updated within the library and you will return to the Segments section.

Select Cancel any time to discard your most recent changes and go back to the Segments screen.

Delete a segment

You can delete segments in the library as needed. 

  1. Select the delete icon ( Delete icon ) in line with the segment you want to delete. A confirmation window appears.
  2. Select Delete to permanently delete the risk segment. The segment will be removed from the library and you will go back to the Segments section.

Select Cancel to go back to the Segments section without deleting the segment.

Anything else on your mind? Chat with us or submit a request for further assistance.

Was this article helpful?