Linking categories to data sources
Often, you will import data broken down categories — for example, employee data in Spreadsheets, department expenses in Accounting / ERP systems, and more.
When you link a data item that has categories to a variable, Causal will not be able to understand the category breakdown until you link a Causal category to the data source explicitly. This will keep the category items in sync automatically.
To link a category to a data source, first add a data source that has categories. Then, on the data homepage of your Causal account, click the link icon next to the data source.
This will open an interface where you can select or create a category to link.
Once connected, you'll see that any category items coming from your data source are "linked". You can change the name of the category item in Causal, and the link will not be broken.
Now, every time you refresh the data source in Causal, the category items will stay in sync. If you add new items in the data source, they will be added to the Causal category as well. If you remove items in the data source, they will not be removed - they will just be unlocked in Causal.
You can also see a full history of your data <> category sync in the data sync history - see more here.
Last modified 10mo ago