Categories are used in the following areas:
- Investor Map-in the Investor module categories are used to define the X-axis, the Y-axis, as well as determine the size and color of the bubbles. For more information on the Investor module, refer to Investor Module Overview.
- Scorecards - in the Scorecard module categories are used to define the columns of the scorecard. The end-user can select whether to see the category's value, indicator, or both. For more information on the Scorecard module, refer to Scorecard Module Overview.
- Workbook-the Workbook module includes a single scorecard line showing the focused item's data, as viewed through its related categories. For more information in the Workbook module, refer to Workbook Module Overview
- Forms- in the Forms module, categories related to the item that the form is viewing are used as the form's components. Several categories can be grouped together to make up a table.
When the form includes a dependency list, it is possible to view categories associated with items that are interdependent on the item being viewed.
When inserting a web portlet into a form it is possible to use a category as a parameter making up the URL.
For more information on the Forms module, refer to Forms Module Overview. - Dashboards-in Dashboards, graphs show a composite picture of the categories related to the item or portfolio being viewed. For more information on the Dashboards module, refer to Dashboards Module Overview.
- To Do-in the To Do module it is possible to manage update requests for categories related to specific items. For more information on the To Do module, refer to To-Do Module Overview.
- Query Based Portfolios-in QBPs items or portfolios that fit condition(s) that are defined by a category for a portfolio (or a super-portfolio). For example, a portfolio of all the items manufactured in China. For more information on Query Based Portfolios, refer to Query-Based Portfolios in Configuring the System Components.
- Alerts- it is possible to create an alert that is based on certain category values. For example, an alert can be issued for all items that will get an "approved" value for a category called: `Funding Status'. For more information on Alerts, refer to Configuring Alerts and Notifications.
- Functions-categories are the building blocks of functions. For more information on functions, refer to Defining Functions.