Use categories in an analysis

You use categories to classify the values in an analysis.

Description

If a table contains a lot of different (unique) values, it may make sense to apply a category classification. For example, this applies to the outstanding balance per debtor, the salary per employee, the number of absence hours per employee, etc.

A pivot table for a large number of unique values will become very large very quickly and may not provide the information you need. After all, it is about a general impression and signalling trends, not each separate value. That is why you add a category classification for these values.

In the below example you see a list of employees and their current salaries. You expand the overview by classifying the salaries in categories. You use these categories in the pivot table.

Procedure

• Add a category classification

  You add a category classification. You can link one category classification to multiple fields.

• Apply a category classification to a column

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

• Add a pivot table with a category classification

  From a worksheet with lines you add a pivot table with a category classification.