Matrix for Media

Monarch - Custom Markets - Admin Access

Custom Markets

Some customers have much more granular markets than what our Nielsen standards can provide. Some are not even in the United States and require developer assistance to accommodate. In either case, our Custom Markets aims to solve these problems by allowing admins to intermix user created, custom markets with existing standard markets (if you desire) for a more holistic reporting experience.

Market Maintenance List

As an admin, to add new Market into the Maintenance list, please follow the below steps:

1. Click Admin.

2. Select Maintenance from the list.

3. On the Maintenance page, click the drop down and select Market.

4. On the Market Maintenance page, click Search button to view the entire list of Markets.

You will notice 3 different types of values can appear.

  •  Indicates a group. These cannot be renamed or deleted as they are standard across all customers. Selecting a Group will allow you to ungroup any user created values.
  •  Indicates a user created value. Once selected, these can be renamed, grouped, and have a State/Province applied to each value within the Display, Grouping, and Standards tabs. Selecting a user created value allows you to delete it via the Delete button at the bottom of the page.
  •  Indicates a standard value. These cannot be renamed, deleted, regrouped, or changed in any way. They are not selectable.

If you do not see the green arrow values, you may not have created any user created values yet. You can do this by clicking on the “+” button at the top of the page and providing the necessary naming and grouping information before clicking save. You will need to refresh the list in order to see your changes. 


Standards Tab for User Created Values

You have the ability to set the State or Province from predefined list for each user created value. These are not currently used within Monarch, but may be used in future reporting needs. To set the State or Province, please follow the below steps:

1. Click the green arrow  in front of Market name that you wish to set the State or Province. This will move the selected Market name to show on the right under the SELECTED ITEM section.

2. Click Standards tab.

3. Type in the State of Province in the search box and select it from the pop-up list

4. Click Save button.

 

Assigning User Created Markets to Outlets

One you created a new Market, then you can assign this new Market to Outlets by following the below steps.

1. Select Outlet from the Maintenance drop down.

3. Click Search button to view the entire list of Markets. 

2. Click the green arrow  in front of Outlet name that you wish to assign the Market. This will move the selected Outlet name to show on the right under the SELECTED ITEM section. Note that you can select more than one outlet. 

3. Click Standards tab.

3. Type in the Market name into the textbox next to the Market field, then select it from the pop-up list

4. Click Save button. This Markets will now appear in reports for filtering and hierarchies. 

As long as one Outlet contains a market it will display in the filters and hierarchies. If you no longer wanted to see the new Market that you just created, you would need to remove it from all the Outlets.

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