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What are categories?
Categories are useful when you have a concept that's broken down into different categories (hence the name!). Examples:
- Number of customers broken down by Geography
- Revenue broken down by Product Type
- Ad spend broken down by Marketing Channel
The bold items above are categories. Within a category, there will be multiple category items:
Geography | Product Type | Marketing Channel |
|---|---|---|
USA | Model S | Facebook |
Europe | Model 3 | Google |
Canada | Model X | LinkedIn |
Using categories means:
- Less formula duplication - you write one Revenue formula, and Causal automatically applies the logic across category items (e.g. each Product Type) for you.
- Less formula re-work - when you want to change the formula logic, you just change it one place for all category items. When you add new category items (e.g. a new Product Type, Model Y), you just add them to the category list, and Causal handles the rest.
There are two main spaces to interact with categories:
- 1.The bottom section of the spreadsheet workspace (within a model), after opening a category from the in-model left panel
- 2.
-> The key difference is that the spreadsheet will only show the categories that connected to the model you're in, and also show variables that are used by the category.