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

Why are categories powerful in Causal?

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.