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Add Category Field

Category fields can result in a new data field by calculating existing data without affecting the original data. You can add a category field only if the data type of the field is numeric.

Note: Newly added SQL expression fields cannot add category fields.

Follow the below steps to add a category field

You can add the category field in the Detail View. The following two category field types are supported: Bins and Custom Groupings.


Adding Category field using Bins

You can group the data according to the grouping size. The interval in which the current data is located is used as the content of the new field.

  1. On the Fields tab, click the More option corresponding to the field and select the Add Category Field option from the list.

    Add Category Field Option


    Category Field dialog box is displayed.


    Category Field Dialog Box

  2. In the Category Field dialog box, enter the field name and field type for the new category field.

  3. Select the Group Rules as Bins and configure it.


    In this example, we will set up a fixed group of the product cost as shown in the following figure:


    Product Cost category Field


    4. Click the Save button


    The new category field now appears under the Calculated Fields section. If you preview the dataset, then the newly added category field (ProductCost) will be visible. You can compare it with the Product cost column as per the rules set.


    Added Category Fields

Adding Category field using Custom Grouping

You can insert multiple data split points and define a group name for each grouping range, and finally use the grouping name to which the current data belongs as the content of the new field.

  1. On the Fields tab, click the More option corresponding to the field and select the Add Category Field option from the list.

    add-categoryfield-option


    Category Field dialog box is displayed.


    Category Field Dialog Box

  2. In the Category Field dialog box, enter the field name and field type for the new field.

  3. Select the Group Rules as Custom Grouping and configure it.


    In this example, we will group for order quantity by naming the group.


    OrderType category Field

  4. Again insert a few more groupings and name them as shown in the following figure:


    Few More Groupings

  5. Click the Save button


    The new category field now appears under the Calculated Fields section.

    Added Category Field1

    If you preview the dataset, then the new category field( OrderType) will be visible and you can compare it with the Quantity column based on the grouping condition.


    Added Category Fields

    Note: You can create WAX expression in Cached Dataset Designer only and not in other types of dataset designer.