Category (Binning)
You can categorize numeric values inside the chart. Category is supported in following chart types.
Pivot Table (Row, Column)
Summarize Table (Group By)
Bar (X-Axis, Color, Repeat By)
Line (X-Axis, Color, Repeat By)
Area (X-Axis, Color, Repeat By)
Ring / Pie (Repeat By)
Histogram (Color, Repeat By)
Density Plot (Color, Repeat By)
Scatter (With Aggregation) (X-Axis, Y-Axis, Color, Group By, Repeat By)
Boxplot (X-Axis, Color, Repeat By)
Violin (X-Axis, Color, Repeat By)
Error Bar (X-Axis, Color, Repeat By)
Error Bar (Summarized Data) (X-Axis, Color, Repeat By)
Map - Extension (Color)
LongLat Map (Group By, Color)
Heatmap (X-Axis, Y-Axis, Repeat By)
Radar (Color)
You can refer the Exploratory v5.3 Released! for the overview of the Category feature.
Creating Categories in General
If you assign a numeric column, it automatically changes the function option to ‘As Category’ and divide values into 5 groups by default. The following example shows assigning a numeric column to X-Axis of a Boxplot chart.
You can see ‘As Category’ option is assigned.
You can open the property dialog by clicking on the green text.
You can change the setting in the property dialog. The following example shows setting the number of categories to 10 from 5.
Creating a Category at Color
See Color for how to create categories at Color.
Category Types
It supports the following category types.
Equal Width
It divides numeric values into groups by the data range. Each group has an equal data range. This the default type.
Following options are available.
Number of categories: Number of categories to create.
Label Text: Names for categories separated by commas.
Target Group: Target data group to create categories.
All: Create categories against the whole data set. If you use Repeat By, all charts will have the same data range.
Repeat By: Create categories for each chart if you use Repeat By. Each chart will have a different data range.
Set 0 as Center: It uses 0 as a center value when it creates categories.
Edge Value Handling: Which end to include in each range. The following options are available. Default is "Include Lower Range".
Include Upper Edge
Include Lower Edge
Upper Range: You can set the upper value range for creating categories. If you don't specify, the max value will be used.
Lower Range: You can set the lower value range for creating categories. If you don't specify, the min value will be used.
For Values Outside of Range: If you specify the Upper/Lower Range, you can set how to treat values outside the range. The following options are available.
Create Groups: Create extra groups for the values outside the range.
Ignore
If you don't specify the Upper/lower Range, the edge value (min/max value) will be handled by the following rule.
If the "Edge Value Handling" is set to "Include Upper Edge", the min value will be included in the lowest category.
If the "Edge Value Handling" is set to "Include Lower Edge", the max value will be included in the highest category.
Equal Frequency
It divides the numeric values into groups by the number of data points. Each group will have the same amount of data points (data rows). Note that it won't be exactly the same number among groups if you have tied values.
Following options are available.
Number of categories: Number of categories to create.
Label Text: Names for categories separated by commas.
Target Group: Target data group to create categories.
All: Create categories against the whole data set. If you use Repeat By, all charts will have the same data range.
Repeat By: Create categories for each chart if you use Repeat By. Each chart will have a different data range.
Edge Value Handling: Which end to include in each range. The following options are available. Default is "Include Lower Range".
Include Upper Edge
Include Lower Edge
If you don't specify the Upper/lower Range, the edge value (min/max value) will be handled by the following rule.
If the "Edge Value Handling" is set to "Include Upper Edge", the min value will be included in the lowest category.
If the "Edge Value Handling" is set to "Include Lower Edge", the max value will be included in the highest category.
Equal Step
It divides numeric values into groups by the specified step (range). For example, if you specify "10", the group will be like "10-20", "20-30", "30-40" and so on. Each group has an equal data range.
Following options are available.
Step: Range for each group.
Edge Value Handling: Which end to include in each range. The following options are available. Default is "Include Lower Range".
Include Upper Edge
Include Lower Edge
Upper Range: You can set the upper value range for creating categories. If you don't specify, the max value will be used.
Lower Range: You can set the lower value range for creating categories. If you don't specify, the min value will be used.
For Values Outside of Range: If you specify the Upper/Lower Range, you can set how to treat values outside the range. The following options are available.
Create Groups: Create extra groups for the values outside the range.
Ignore
Manual
It divides numeric values into groups by the Cutting Point values that user-specified.
Following options are available.
Cutting Points: Boundary values of categories separated by commas. For example, if you enter "10, 20", it will create categories by splitting data at 10 and 20.
Edge Value Handling: Which end to include in each range. The following options are available. Default is "Include Lower Range".
Include Upper Edge
Include Lower Edge
Label Text: Names for categories separated by commas.
Include Outside of the Range: If you check this, it will include the values outside of the Cutting Points. For example, if you enter "10, 20" at the Cutting Points, it will create 3 categories "-Inf - 10", "10 - 20" and "20 - Inf". If you uncheck this, it will ignore the values outside the Cutting Points. In this example, it will create 1 category "10 - 20".
Outliers
It divides numeric values into groups by the outlier detection rules.
Following options are available.
Outlier Type: Type of outlier detection. Following outlier types are available.
IQR
Percentile
Standard Deviation
Threshold: You can specify the threshold values. Available for Percentile and Standard Deviation outlier types.
Label Text: Names for categories separated by commas.
Target Group: Target data group to create categories.
All: Create categories against the whole data set. If you use Repeat By, all charts will have the same data range.
Repeat By: Create categories for each chart if you use Repeat By. Each chart will have a different data range.
Logical Condition
You can define a logical condition to divide the data into 2 groups (TRUE and FALSE). Currently, this option is supported only at Color.
Following operators are availbale.
Numeric
Equal To
Not Equal To
Is In (Multiple Values)
Is Not In (Multiple Values)
Less Than
Less Than or Equal To
Greater than
Greater Than or Equal To
Between
Not Between
Not NA
Is NA
Not Outliers
Is Outliers"
Categorical (character, factor)
Equal To
Not Equal To
Is In (Multiple Values)
Is Not In (Multiple Values)
Starts With
Not Start With
Ends With
Not End With
Contains
Not Contain
Is NA
Not NA
Keep Only Empty
Remove Empty
Keep Only Stopword
Remove Stopword
Keep Only Alphabet
Remove Alphabet
Date/POSIXct
Relative Dates
Equal To
Not Equal To
Is In (Multiple Values)
Is Not In (Multiple Values)
Earlier Than
Earlier Than or Equal To
Later Than
Later Than or Equal To
Between
Not Between
Is NA
Not NA
Logical
Is TRUE
Is FALSE
Is NA
Not NA
None
Do nothing.
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