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Changing the categorization of a column

In the Data in analysis flyout, the columns are by default organized into categories. The category of a column affects what happens when you drag the column and drop it on a column selector or drop target in a visualization. It also affects which kinds of visualizations are advised in recommendations. If the suggested category for a column is not your preferred category, you can change the categorization.

Prerequisites

You must have some data loaded in the analysis, and the analysis must be in Editing mode.

Data panel with different categories
The different categories are Numbers, Currency, Time, Location, Categories, Identifiers, Text, Images, and Binary. Which categories are available depends on the data type of the column. For example, if the values in a column are integers like 4633, 4637, and 4638, the suggested category might be Numbers. This means that you can calculate sums or averages, or use other aggregation methods. However, these numbers could just as well represent, for example, employee numbers or purchase order numbers, and any aggregations would not be relevant. In these cases, the column values should be handled as Identifiers or as Categories instead.

Procedure

  1. In the Data in analysis flyout, right-click on the column whose categorization you want to change.
    You can also expand the Data in analysis flyout and change the categorization for a certain column in the Categorize column as section of the column view.
  2. In the opened menu, select Change categorization.
  3. In the list of categories, select the preferred category.
    Only relevant categories can be selected. If a desired category is unavailable you might need to change the data type of the column first.
    • Alternatively, drag the column to the header of the preferred category. However, this alternative only works if the category is already represented in the panel.
      Change column category using drag and drop

Result

The column appears beneath the selected category.
Tip: If you want to change the category for several columns simultaneously, this can be done in the Data in analysis flyout. Select the columns in question in the flyout, and they will all be included in the move to the new category using the right-click or drag-and-drop methods above.
Note: Right-clicking a column and selecting Change categorization offers the Reset to default option. If you select this option, the organization of the columns into categories is totally based on the column data types.