Categories

Categories in Optimizely Analytics let you organize your workspace by assigning entities (like dashboards, events, and more) to a category. This makes it easier to find, manage, and govern your workspace at scale. You can categorize by team or product, or designate them as verified to reduce clutter, establish ownership, and enable faster navigation.

Usage

Categories help you organize and discover relevant content across Optimizely Analytics by tagging key entities with shared, meaningful labels.

Manage categories

• Apply categories to various objects, including
  1. Datasets
  2. Derived columns
  3. Dashboards
  4. Explorations
  5. Events
  6. Cohorts
  7. Metrics

• Assign one or more categories to any supported object.

  

• Manage categories centrally, allowing for consistent usage across your organization.

  

Filter by category

• Filter by category in key views such as the datasets page, the home page, and the explorations.
• Discover relevant content, narrow down objects based on team, use case, or business area, and surface trusted or approved metrics through consistent metadata.

• Use categories to filter data assigned to a category within the terminal select in explorations.

  

Analyze experiments

Analyze multiple metrics that share the same category by selecting the category itself. You do not have to manually select the same metrics for every experiment.

Configure categories and permissions

Manage categories from the Settings page. Only admins can create categories and control how they are applied across the system. To configure categories:

1. Go to Settings > Organization > Categories > + New Category.

   

2. Enter the following information:

   • Name and description – Describe your category (for example, Sales or Trusted Metrics).
   • Color and icon – Visually differentiate categories in the UI.
   • Permissions – Control who can manage or apply specific categories.

   

3. Click Add category.

Assign categories to entities

To assign categories to explorations, metrics, or columns, 

1. Open the entity of your choice.
2. Click Assign categories.
3. Select an existing category or create a new one. 

Categorize events

In exploration templates, add individual events from the event picker to existing or new categories.

Click + next to the event you want to categorize and select a category from the drop-down list.

To add a new category, click + in the category drop-down list.

You can also assign categories to events in the Events section.

Filters and visibility

When you apply categories, they are visible in the following areas of Optimizely Analytics:

• Home page – Use category filters to find relevant dashboards or explorations.

  

• Search and pickers – Filter by category when selecting events, columns, or metrics.