Categories organize data both visually and schematically. The categories you choose will display in Tabs and allow you to sort and filter your measures.

Categories can be Anything! Organise how it makes sense for your project or your firm. Some category suggestions could be:

• Costs

  • Hard Costs
  • Soft Costs
  • Financing
  • Fees

• Income

  • NOI, IRR
  • Net Rents, Gross Sale Price
  • Vacancy Factors

• Urban Form

  • Parking
  • Canopy Cover
  • FAR, GBA, NRA

• Built Form

  • Building, hardscape, and/or landscape areas
  • Count of Dwellings, Buildings, and Features
  • Efficiency rates

• Impact

  • Jobs Created
  • Tax income
  • Social Spend
  • Residents/Dwelling

• Reporting Metrics

  • Cap Rate
  • Return on Cost
  • Time to value

Category Editor

Open the category editor in Configure> Categories OR by clicking the Category name in the palette

Basic Settings

• Selected category: select which category you want to edit
• Clear: clear the selection
• Delete: delete the category from the project. Measures will be orphaned but not deleted.
• Save changes
• New category
• Label Text: The name of the Category, as it will appear in reports and throughout the editor
• Appears in Tabs : Select which tabs you want these categories to display in. Each category can display in multiple tabs, so you do not need to duplicated measures
• Color: Pick a color to display for this category. The color displays as a dot next to the category in reports and can also control the color of charts in Widgets
• Subcategorise by Usage: Toggle on/off to display items in this category is sub-groups by the Usages by default

Subcategorized:

Not Subcategorized:

Category Displays

Categories can display the same measures in multiple ways in your Tabs.

The default is the table view. You can also display the information in a pie chart or bar chart.

<aside> 👉 Read Widgets to learn more about category displays.

</aside>

Create a new category

When you open analytics for the first time, if you do not start with or select a template, you must define a category:

• Give your category a name (such as “Unit count”)
• Choose a color
• Click “Create category”

<aside> 👉 Learn more in How do I get started with analytics?

</aside>

After you’ve established the first category, either from a Template or upon creation, you can add more in 2 ways: