Categories - Amazon FinSpace

Categories

Note

In order to create and manage categories, you must be a Superuser or a member of a group with necessary permissions - Manage Categories and Controlled Vocabularies.

Categories allow for cataloging of datasets by commonly used business terms. Categories are hierarchical in nature, allowing for each node of the hierarchy to have a name and a description. Order of the nodes within a level are defined by the user. The Categories are displayed in the Data Browser on the left side of the FinSpace web application homepage.


            categories page

Create a Category

Follow below procedure to create a new category

  1. From the homepage, go to the gear menu on the top right corner.

  2. Choose Categories.

  3. Choose ADD NEW TOP LEVEL CATEGORY.

  4. Set a name for the Category. For example, Asset Class

  5. (Optional) Set a Description for the category.

  6. Add a sub-category. Hover the mouse over the top level category and choose Add Sub-Category. Set a name. An addition of one category is required.

  7. (Optional) Add a Description of the Sub-Category.

  8. (Optional) Add a child sub-category for a sub-category. Hover the mouse over the top level category and choose Add Sub-Category. For example, Common Stocks.

  9. Choose SAVE.

Make Category visible in the Data Browser

Follow below procedure to make a category visible in the Data Browser in the homepage

  1. From the homepage, go to the gear menu on the top right corner.

  2. Choose Categories.

  3. Identify the top level category to make visible in the data browser.

  4. Uncheck the eye icon.

    
                     uncheck eye icon
  5. Verify if the category is now visible in the data browser on the homepage.


               categories

Editing Categories

Follow below procedure to edit a category

  1. From the homepage, go to the gear menu on the top right corner.

  2. Choose Categories.

  3. Select the category to edit.

  4. Choose Edit this Category.

  5. Make the changes.

  6. Choose SAVE.

Deleting Categories

Follow below procedure to delete a category

  1. From the homepage, go to the gear menu on the top right corner.

  2. Choose Categories.

  3. Select the category to delete. A menu will appear. Choose REMOVE.

  4. A box will appear requesting confirmation for removal of the category.

  5. Choose REMOVE.