Summary

Populations are a different way of slicing and dicing your data in MindBridge, and can be set up for a variety of purposes. For example, they can be used to exclude entries that you know are not risky (e.g., monthly accrual reversals) or are tested separately (e.g., equity). You can also create populations from various conditions in order to help you better focus your attention on entries related to specific areas or business processes of interest.

Populations that exist in the library are copied into new engagements and shared with all analyses within the engagement. Populations can also be added to the engagement from the analysis results, and can be shared among other analyses within the same engagement.

Populations that are enabled in the Engagement settings can be imported for use in new engagements.

Learn how to manage populations in the Engagement settings.

• Overview
• Add populations to the engagement settings
• Delete a population
  
  

Go to Populations in the Engagement settings

1. Select the logo in the MindBridge sidebar. You will go to the Organizations page.
2. Select View in line with the organization you want to see, or click anywhere in the row. You will go to the Engagements page.
3. Select the settings icon ( ) to the right of the desired engagement. You will land on the General settings tab in the Engagement settings.
4. Select the tab for the analysis type you want to see settings for:
   • General ledger
   • Accounts payable
   • Accounts receivable
5. Select Populations in the left-side menu. You will see a list of various populations.

Tip: If you are already in an engagement, select Settings ( ) within the sidebar, then go to Engagement settings and follow steps 4 and 5 above.

Overview

The Populations screen within the Engagement settings displays all available populations within the engagement. Populations are grouped by tenant hierarchy:

1. Library: Populations that were defined in the library your engagement is using.
2. Engagement: Populations that were created within your engagement — these may be promoted to the library-level for use across all engagements using that library.

Search for populations

Enter the name of the population you want to find (in part or in full) in the search bar, located at the top of the page, then press enter/return on your keyboard, or select the magnifying glass icon ( ) in the search bar to conduct the search.

Filter for populations

You can filter for populations based on the analysis in which they were originally created.

1. Open the Analysis filter menu, located to the right of the search bar.
2. Select the analysis that you want to filter results for. MindBridge will apply your selection immediately.

Select Reset filter any time to clear all applied filters.

Sort populations

You can re-order the populations list based on a few parameters.

1. Open the Sort menu, located to the right of the search bar.
2. Select your desired sort order:
   • Last updated (default)
   • Created (i.e., the date the population was created)
   • Name
     MindBridge will apply your selection immediately.

Select Reset filter any time to clear all applied filters.

Use the chevron icon ( ) in line with the population name to reveal details about the population.

You will see:

• The name of the population
• A timestamp detailing when the population was added to the engagement and by whom
• A brief description of the population or an explanation of its purpose (if available)
• The unique conditions (such as accounts) used to define the population
  
  

Add populations to the Engagement settings

Populations that exist in the Engagement settings are generally created and managed within the library or the Analysis settings. You can use analysis results to create new populations, which can then be added to the engagement for use in other analyses.

1. On the Populations screen, select Add a population. A selection window appears. In the left-side menu you will see a list of analyses with available populations. The first analysis in the list is selected by default.
2. Optionally, enter the name of the population you want to find in the search bar, then press enter/return on your keyboard, or select the magnifying glass icon ( ) in the search bar to conduct the search.
   Use the chevron icon ( ) in line with a population name to reveal details about it.
3. Use the checkboxes to select the populations you want to add to the engagement. Optionally, use Select all to select all of the populations in the given analysis.
4. To add populations from multiple analyses, simply select a different analysis in the left-side menu, then follow the guidance from step 3.
5. When you are satisfied, select Add to engagement. You will return to the Populations screen, and the population(s) you added will appear in the category you selected.

Select Cancel to discard your selections and go back to the Populations screen.

Delete a population

Deleting a population removes it from analyses within the given engagement. Once deleted, a population cannot be imported into new engagements.

You can only delete engagement-level populations that were created in an analysis. Library populations cannot be deleted.

1. Select the delete icon ( ) in line with the population you want to delete. A confirmation window will appear.
2. To permanently delete the population, select Delete. Yhe population will be removed and you will return to the Populations screen.
   
   

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