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How do I organize Custom and Favourite variables?

Creating Custom and Favorite variables is a great way to easily access the variables you use most frequently. They can become even more easily accessible by organizing them into an order that appeals to you the most.

However, there are a few things to remember when doing this. First and foremost, you can only sort variables that are within the same category. Thus you can sort your custom variables into a specific order, same goes for your favorite variables, however, you can't mix them together.

This allows some degree of flexibility, but you may want to organize your variables into a couple more categories. ENVISION actually allows you to make your own variable categories to provide you with more options for organization, and to allow you to mix Custom and Favorite variables within this category.

To create these new categories follow the steps outlined below: 

1. Click My Data > Variables on the left-hand side of the ENVISION user interface. This will take you to the list of variables you have already created. 

2. Next, you will select Create New and choose either Custom or Favorite, it doesn't matter which. This will open up the variable information.

3. Under Category Description, Custom and Favorite are already present, however, it gives you the option to type in a new category name. As an example, in the image below we typed in "Test Category", and now it shows up in the list of all categories.

Note: After typing in the name of your category, you must press ENTER, otherwise it will not save.


With this done, you can now place both Custom and Favorite variables under your newly-created category "Test Category" and organize them the way you prefer. In the image above (circled in blue), we have three variables under my "Test Category", and by looking at the "Type" of the variable you can see that there are two custom and one favorite variable.

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