Apply a category in an analysis

You apply a category classification to a field (column) in a worksheet. This creates an additional column in the worksheet.

You perform this action in the worksheet with the data (lines) from Profit. After that, you can add a pivot table with the category classification.

To link a field to a category classification:

1. Go to the 'Add-ins' menu.
2. Go to: Profit / Apply category.
3. Select the category and the corresponding field.

   

4. Click on: OK.
5. Microsoft Excel suggests a name for the new column, which you can change.
6. Click on: OK.

   A new column is created for the category classification. You see in which category each line falls.