Control Behavior of Categorical Attributes Using Category Sets

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How To... > Work with Collections > Control Behavior of Categorical Attributes Using Category Sets

Category sets are an optional feature you can apply to attributes (see Attributes with Category Sets). Use them to force Fathom to display categories in an order you determine, rather than alphabetically (such as “low,” “medium,” “high”); to display categories not represented in your collection (no one picked “musicals” as their favorite movie type in a survey); to treat a numeric attribute as categorical (so that Census_Year in U.S. microdata splits dot plots); and to help with data clean-up by flagging invalid values (because values not in the set appear in pink in case tables).

There are two places where you can create and manage category sets: a collection’s Cases panel and its Categories panel (see Categories Panel). You can create a category set in the Categories panel; you can either create or apply a set in the Cases panel.

Subsections

Create a New Category Set and Apply It to an Attribute

Create a Category Set from Existing Values

Reorder Categories in a Category Set

Force Nonexistent Values to Appear in Display Objects

Permanently Force a Numeric Attribute to Be Categorical

Remove a Category Set from an Attribute

Delete a Category Set