Navigating a Taxonomy
Navigate the tiers in a taxonomy and sort them alphabetically, by label, or by spend amount.
Working with a Taxonomy
A taxonomy is a hierarchical collection of categories. A category with no sub-categories is a leaf category. The following diagram illustrates a three-tier taxonomy comprised of eight categories, five of which are leaf categories.
Curators can configure the taxonomy's tiers, categories, and leaf categories in a categorization project.
After a curator uploads the taxonomy, you can navigate to it on the Categories page.
You can change the order in which categories appear in each tier. The sorting options are:
- Alphabetical: Categories are presented alphabetically.
- Labels: Categories are presented based on how many records are assigned to each one. Different colors are used to indicate categories that have been verified by a team member or assigned by Tamr Core.
- Spend: Available if a required spend attribute is identified for the project during schema mapping. A configurable column of numeric type sorted by default "Spend". See Identifying Required Attributes.
To sort taxonomy categories:
- Select Categories.
- In the bottom left corner, select View.
- Select one of Alphabetical, Labels, or (if available) Spend.
Updated over 1 year ago