In the Data Views web part, reports, visualizations, queries, and datasets can be sorted by categories and subcategories that an administrator defines. Users may also subscribe to notifications by category.

Categories can be defined from the Manage Categories page, defined during dataset creation or editing, or during the process of linking data into a study from an assay, or sample type.

Define Categories

Manage Categories Interface

  • In your study, select (Admin) > Manage Views.
  • Click Manage Categories to open the categories pop-up.

Click New Category to add a category; click the X to delete one, and drag and drop to reorganize sections of reports and grid views.

To see subcategories, select a category in the popup. Click New Subcategory to add new ones. Drag and drop to reorder. Click Done in the category popup when finished.

Dataset Designer Interface

During creation or edit of a dataset definition, you can add new categories by typing the new category into the Category box. Click Create option "[ENTERED_NAME]" to create the category and assign the current dataset to it.

Assign Items to Categories

To assign datasets, reports, charts, etc to categories and subcategories, click the (pencil) icon on the manage views page, or in "edit" mode of the data browser. The Category menu will list all available categories and subcategories. Make your choice and click Save.

To assign datasets to categories, use the Category field on the dataset properties page. Existing categories will be shown on the dropdown.

Hide a Category

Categories are only shown in the data browser or dataset properties designer when there are items assigned to them. Assigning all items to a different category or marking them unassigned will hide the category. You can also mark each item assigned inside of it as "hidden". See Data Views Browser.

Categorize Linked Assay and Sample Data

When you link assay or sample data into a study, a corresponding Dataset is created (or appended to if it already exists).

During the manual link to study process, or when you add auto-linking to the definition of the assay or sample type, you can Specify Linked Dataset Category.

  • If the study dataset you are linking to already exists and already has a category assignment, this setting will not override the previous categorization. You can manually change the dataset's category directly.
  • If you are creating a new linked dataset, it will be added to the category you specify.
  • If the category does not exist, it will be created.
  • Leave blank to use the default "Uncategorized" category. You can manually assign or change a category later.
Learn more about linking assays and samples to studies in these topics:

Related Topics

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