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Navigating a Taxonomy

Navigate the tiers in a taxonomy and sort them alphabetically or by label or spend amount.

Sorting Categories

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Category Sorting Options

Alphabetical: Categories are presented alphabetically in ascending order.

Labels: Categories are presented based on how many records are assigned to each one in descending order.

Amount: Available if a required spend attribute is identified for the project during schema mapping. A configurable column of numeric type sorted descending (by default "Spend").

To sort taxonomy categories:

  1. Open a categorization project and then select Categories.
  2. In the bottom left corner, select View.
  3. Select one of Alphabetical, Labels or (if available) Spend.