In the data views web part, reports, visualizations, and datasets may be displayed sorted by categories and subcategories that you define. You may also subscribe to notifications by category.
- From the Data Views web part, select the customize option to open the panel.
- 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 rearrange. Click Done
in the category popup when finished.
Assign Items to Categories
Using the pencil icon dialog in the data views browser or on the manage views page, you can assign items to categories and subcategories using the pulldown menu. You can also assign datasets to categories using a pulldown on the Edit Dataset Properties