Creating Categories

Codes are stored in an hierarchical manner, Categories > Codesets > Codes . You can add codesets to an existing or a new category. You can also create sub-categories under a category to provide one more level of categorization to codesets.

To create a new category, follow these steps:

  1. Go to Application Menu > Data Catalog > Codeset Manager.
  2. Under the Codesets Workspace pane, right-click the Codesets node.
  3. Click New Category.

    4. The New Category page appears.

  4. Enter Category Name and Category Description.

    5. For example:

    • Category Name - EDW
    • Category Description - This category contains three codesets, Country Codes, Gender, and Marital Status.
  5. Click .

    6. A new category is created and saved in the category tree.

You can create sub-categories under a category.

To create sub-categories under categories, follow these steps:

  1. Under the Codesets Workspace pane, right-click the required category.

  2. Click New Sub Category.

    3. The New Sub Category page appears.

  3. Enter Category Name and Category Description.

    4. For example:

    • Category Name - EDW-HR
    • Category Description - This is a sub-category under EDW.
  4. Click .

    5. A sub-category is created and saved in the sub-category tree.

Once a category is created, you can:

You can manage categories by updating or deleting it.