Configuring categories in Amazon FinSpace - Amazon FinSpace

Configuring categories in Amazon FinSpace

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
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.

Create a category

To create a new category

  1. Sign in to FinSpace web application. For more information see Signing in to the Amazon FinSpace web application.

  2. On the top menu bar of the home page, choose the gear menu icon.

  3. Choose Categories.

  4. Choose Add New Top Level Category.

  5. Enter a name for the category. For example, Asset Class.

  6. (Optional) Add a description for the category.

  7. Choose Add Sub-Category to add one or more sub-categories. An addition of one category is required. You can add as many sub-categories as you like.

  8. (Optional) Add a description for the sub-category.

  9. Choose Done to add the sub-category.

  10. Choose Save.

Display category in the data browser

To display a category in the data browser

  1. Sign in to FinSpace web application. For more information see Signing in to the Amazon FinSpace web application.

  2. On the top menu bar of the home page, choose the gear menu icon.

  3. Choose Categories.

  4. Identify the top level category that you want to make visible in the data browser.

  5. Uncheck the eye ( 
                  uncheck eye icon
               ) icon.

  6. Verify if the category is now visible in the data browser on the homepage.

Editing categories

To edit a category

  1. Sign in to FinSpace web application. For more information see Signing in to the Amazon FinSpace web application.

  2. On the top menu bar of the home page, choose the gear menu icon.

  3. Choose Categories.

  4. From the list of categories, select a category to edit.

  5. Choose Edit.

  6. In the Edit Category section, make the required changes.

  7. Choose Save.

Deleting categories

To delete a category

  1. Sign in to FinSpace web application. For more information see Signing in to the Amazon FinSpace web application.

  2. On the top menu bar of the home page, choose the gear menu icon.

  3. Choose Categories.

  4. From the list of categories, select a category that you want to delete.

  5. Choose Edit.

  6. Choose Delete.

  7. On the dialog box that appears, choose Remove to confirm deletion.