Toolbar -

• Save  - Click to save changes made to categories.

• Help  - Click to open help that is specific to managing categories.

Categories for your Stratum environment show in this window.* Their status in this window determines which sources of data can be used for them. Details follow.

Data Controlled By – Determines the source of data for a category.

• Corporate – This type of data is typically from corporate business systems such as Order Entry, ERP or CRM and is usually controlled by IT. For example, measures from ‘Corporate’ controlled categories can be used with Data Copy functionality, which allows users to copy Stratum data from one measure to another measure.

• User – This type of data is controlled by the user community. Users can import data from corporate business systems as well as external data sources such as demographics, housing trends, or other unique data that will compliment your Stratum data. For example, measures from ‘User’ controlled categories can be used with Data Import functionality, which allows users to import measure data from Excel spreadsheets.

Data Table – This column is only populated with information when a category has been defined as user controlled. The column shows the name of a fact table that is specific to that category and its Data Import transaction data. Tables are part of the Stratum Server database.

*Note: If a category you expect to see in this window isn’t displayed here, see the topic “Why Isn’t A Stratum Category Displaying In The Category Window?”.

Search Option – Use this field to search for categories by name.