When creating a category, the following rules apply:
A category applies only to the object type for which the category is created. For example, a category created for a book can apply only to other books.
A category is not case‑sensitive. You cannot create two categories named, for example, Finance and finance.
How to create a category
1 In the Navigation Pane, choose Setup. Then, expand an object type folder. For example, expand the Measures folder.
2 Select the object for which to create a category. Setup opens for the selected object.
3 In Name, choose Categories➛Edit. Categories appears, as shown in Figure 2‑1.
Figure 2‑1 Creating a category
4 Choose Create New. Category appears.
5 In New category, type a name, as shown in Figure 2‑2. Then, choose OK.
Figure 2‑2 Naming a category
The category appears in the Selected list, as shown in Figure 2‑3.
Figure 2‑3 A new category appearing in the Selected list
6 Choose OK. The new category appears in Categories, as shown in Figure 2‑4.
Figure 2‑4 The Leading indicator category displaying in Categories
7 Choose Save. Users can now apply the category to other objects of that type.
A category applies only to the object type for which the category is created. For example, a category created for a book can apply only to other books.
