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My Datasets Overview

You can access
My Datasets
from the Tax Provision menu. Here you will access and set up your datasets and units.
1
Use
My Datasets
in the Tax Provision menu to access the datasets assigned to you.
2
Use
My Datasets for Review
to access all datasets available to you, create a custom dataset list, select options from the ribbon, and work with the grid.
3
Use
My Datasets for Review
ribbon to export a group of datasets, add/remove datasets to
My Review List
, and customize the grid with filters and column settings.
4
Use the grid to access your data, review dataset information, select actions, and select units. See Grid Options for more information about the grid.
5
Use
Actions
to open the
Review & Edit
page, import and export dataset data, run various calculations, and access the Dataset Administration pages related to the dataset.
6
Use
Units
to see how many units are activated in a dataset and open the
Manage Units
page.