Setting up Categorizations

The use of categorizations is described in the Categorizations article. This article describes how to set them up.

To add a categorization to the Data Source:

1. Right-click on the categorization folder located towards the bottom of the Data Source toolbox, and select Add Categorization .



Figure 1 - Adding a Categorization

The Categorization designer page opens.

2. To edit the name of the new categorization, right-click on the item and selecting Rename or select it and press the F2 key on your keyboard.

Important
Do not change the name of a categorization once it has been used in a table.

3. Add elements to the categorization by dragging the elements onto the categorization icon in the designer page.

 A categorization can have the following question types:

• Grid questions with weights defined in the scale.
• Single questions with weights defined in the answer list.
• Multi numeric questions.
• Open numeric questions.

Ensure that you edit items with similar answer lists in the categorization. In the figure here an open numeric question is dragged onto the categorization.

Figure 2 - Editing a Categorization

Once the categorization has been set up, it can be added to a table in the same way as a "standard" question (go to Categorizations for more information).

In the event you need to set up a new categorization that is similar to an existing one, you can duplicate the existing one and edit the copy. To duplicate a categorization, right-click on it in the Data Source toolbox > Categorizations folder, then select Duplicate from the drop-down menu.