Categories (basic):

https://www.loom.com/share/531878d1661b41abae3c16362dad4b26?sharedAppSource=team_library

Categories (advanced):

https://www.loom.com/share/712ac7fdac4348c5ba239d11fe16ded3?sharedAppSource=team_library

What is a Category?

Categories are useful when you have a single concept that's broken down into different categories (hence the name!). Examples:

The bold items above are categories. Within a category, there will be multiple items:

Geography

Product Type

Marketing Channel

Creating a Category

Via the Spreadsheet

https://s3-us-west-2.amazonaws.com/secure.notion-static.com/aa988232-0384-4e39-b8d2-8f1571ba91fe/Untitled.png

Hover over a variable and click on the Categories button to create a category.

Via the Data Tables

You can also create a category via the Data Tables section at the bottom of the screen. Click on the Categories dropdown, then the + New Category button. You can rename a category by double-clicking on its name in the data table view.

Applying a Category to a Variable