MicroStrategy 9 Advanced Reporting Guide Reporting User Guide
Below you will find brief information for Reporting 9 Advanced Reporting Guide. This guide covers the advanced reporting features of the MicroStrategy 9 platform. If you are familiar with basic MicroStrategy reporting techniques, this guide will provide you with the knowledge needed to build sophisticated reports and data visualizations. You will learn how to import and export data, create metrics and filters, and use custom groups and consolidations to group and analyze attribute elements. The guide covers how to design reports for optimal performance and how to effectively share and deploy them with other users.
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CONTENTS Book Overview and Additional Resources Description of this guide.......................................................... xix About this book ............................................................................ xxi Additional formats ................................................................. xxii How to find business scenarios and examples ..................... xxii What’s new in this guide ...................................................... xxiii Prerequisites ........................................................................ xxiv Who should use this guide................................................... xxiv Resources.................................................................................. xxiv Documentation..................................................................... xxiv Education ............................................................................xxxiii Consulting .......................................................................... xxxiv International support .......................................................... xxxiv Technical Support .............................................................. xxxiv Feedback ................................................................................. xxxix 1. Introduction to Advanced Reporting Introduction.................................................................................. 1 Before you begin............................................................................ 2 Basic MicroStrategy terminology ............................................. 3 Moving to advanced reporting ....................................................... 5 Importing data from different data sources .................................... 6 2. Importing Data Introduction.................................................................................. 9 About importing data into MicroStrategy Web ............................. 10 Best practices for importing data into MicroStrategy Web ..... 11 Creating and editing database connections................................. 15 © 2012 MicroStrategy, Inc. v Contents Advanced Reporting Guide Importing data.............................................................................. 16 Importing data from a file ....................................................... 17 Importing data using a Freeform script .................................. 24 Importing data from a Salesforce.com report......................... 30 About mapping imported data to project attributes ...................... 35 Restricting or grouping data in a document based on an attribute .................................................................................. 36 Automatically applying security filters to imported data ......... 37 Mapping imported data to an existing attribute in the project .................................................................................... 38 Updating and refreshing imported data ....................................... 38 Specifying incremental refresh options for an Intelligent Cube ...................................................................................... 40 Scheduling updates for an Intelligent Cube created using imported data ......................................................................... 41 Viewing Intelligent Cubes in your History List folder .............. 43 3. Advanced Metrics Report Data and Calculations Introduction................................................................................ 45 Before you begin.......................................................................... 46 Level metrics: Modifying the context of data calculations............ 48 Elements of a metric level...................................................... 50 Metric level property symbols: Defining expression syntax ... 51 Level metrics: A practical overview........................................ 52 Target: The context of a calculation....................................... 56 Grouping: How aggregation is performed .............................. 57 Filtering: Interaction with report filters .................................... 64 Report level: Interaction with the context of reports............... 68 Level metrics review: Standard grouping............................... 70 Level metrics review: No grouping......................................... 76 Using a hierarchy as the target of a metric level.................... 81 Level metrics: Applying the metric condition to the metric calculation .............................................................................. 87 Level metrics accepting dimensionality units to emulate MicroStrategy 6.x behavior .................................................... 93 Nested metrics............................................................................. 93 Creating a nested metric........................................................ 95 Conditional metrics ...................................................................... 96 Conditional metric example.................................................... 98 Conditional metrics with multiple qualifications...................... 99 Example of a conditional metric with a level .......................... 99 Creating a conditional metric ............................................... 101 vi © 2012 MicroStrategy, Inc. Advanced Reporting Guide Contents Conditional metric and report filter interactions.................... 104 Advanced options for metric filter and report filter interaction ............................................................................ 123 Transformation metrics: Time-based and other comparisons ... 124 Year-to-date transformation example .................................. 127 Transformation metrics in the Metric Editor ......................... 128 Compound metrics..................................................................... 129 Compound metric example .................................................. 130 Smart subtotals .................................................................... 132 Formula join type for compound metrics.............................. 133 Creating metrics by combining metrics, filters, and transformations .......................................................................... 133 Metric subtotals.......................................................................... 136 Displaying subtotals on reports............................................ 137 Defining subtotal defaults .................................................... 137 Disabling subtotals............................................................... 146 Metric functions.......................................................................... 146 Rank .................................................................................... 147 Count ................................................................................... 148 Running and moving sums and averages............................ 150 N-tile .................................................................................... 152 First and Last ....................................................................... 154 Creating your own plug-in functions..................................... 154 Apply functions: Using database-specific functions in metrics ................................................................................. 155 Join specifications...................................................................... 155 Inner joins versus outer joins ............................................... 156 Joins between metrics ......................................................... 157 Metric-specific VLDB properties: SQL and analytical customization............................................................................. 157 Metric column aliases: SQL identifiers and data types .............. 158 4. Advanced Filters Filtering Data on Reports Introduction.............................................................................. 159 Before you begin........................................................................ 160 Types of qualifications ......................................................... 161 Advanced filter topics........................................................... 162 Attribute-to-attribute qualification ............................................... 164 Creating attribute-to-attribute qualification filters ................. 164 Example: Customers who live in the same city as call centers ................................................................................. 165 © 2012 MicroStrategy, Inc. vii Contents Advanced Reporting Guide Example: Filtering on an income bracket............................. 167 Dynamic dates: Filtering by offsetting the current date.............. 169 Dynamic date example ........................................................ 170 Dynamic date based on a prompt answer ........................... 173 Importing and exporting elements for attribute qualifications .... 177 The attribute level of set qualifications: Output level ................. 180 The output level of relationship qualifications ...................... 181 The output level of metric qualifications............................... 182 Resetting rank and percent metric qualifications: The break by property................................................................................. 183 Metric-to-metric comparisons .................................................... 184 Merging attribute qualifications .................................................. 185 Applying qualifications independently of relationship filters....... 187 Custom expressions and database-specific functions............... 188 Custom expressions ............................................................ 188 Apply functions in metrics: Using database-specific functions .............................................................................. 198 Joint element lists: Grouping elements from multiple attributes .................................................................................... 206 Prompted filters: Asking for user input for filter conditions......... 208 Prompted attribute qualifications.......................................... 209 Prompted metric qualifications............................................. 209 Report object prompts ......................................................... 210 Filter object prompts ............................................................ 210 Shortcut vs. embedded filters .................................................... 210 Adding a stand-alone filter to a report.................................. 212 Saving a report with a shortcut to a stand-alone filter.......... 212 5. Custom Groups and Consolidations Grouping Attribute Elements Introduction.............................................................................. 215 About custom groups: Grouping attribute elements with banding and filtering .................................................................. 216 About custom group elements ............................................. 217 Custom group examples ...................................................... 219 Custom group effects on SQL generation............................ 220 Benefits of using a custom group ........................................ 221 Custom group structure on reports ...................................... 226 Creating a custom group ........................................................... 228 Editing and formatting a custom group ...................................... 229 viii © 2012 MicroStrategy, Inc. Advanced Reporting Guide Contents Changing the position of element headers .......................... 230 Enabling subtotals for custom groups.................................. 230 Sorting custom groups ......................................................... 231 Determining custom group interaction with the report filter ...................................................................................... 235 Prompted custom groups..................................................... 236 Editing custom group elements............................................ 236 Editing the conditions in a custom group element ............... 238 Deleting a custom group, element, or condition ........................ 240 Consolidations: Grouping attribute elements with arithmetic and logical operators ................................................................. 241 Create a virtual attribute ...................................................... 242 Perform row level math ........................................................ 243 Consolidation elements ....................................................... 244 Evaluation order................................................................... 247 Consolidations and SQL ...................................................... 248 Consolidations and subtotals ............................................... 249 Consolidation example ........................................................ 255 Custom group and consolidation comparison............................ 256 Arithmetic operations support (row level math).................... 257 Where and how data is calculated ....................................... 257 SQL efficiency...................................................................... 258 Re-using consolidation elements ......................................... 258 Hierarchical display support................................................. 258 Subtotal support................................................................... 258 6. Drill Maps Customizing Drill Paths Introduction.............................................................................. 259 What is drilling? ......................................................................... 259 Drill maps and drill paths...................................................... 260 Default drill paths: System hierarchy drill paths ................... 261 Filters and drilling................................................................. 261 Creating custom drill maps and paths ....................................... 262 The destination of the drill.................................................... 263 Drill path types: Drilling up, down, across, or to a template ............................................................................... 263 Drill path properties.............................................................. 264 Drill map association: Objects containing the drill map ............. 272 Order of precedence of drill maps: Levels ........................... 273 Removing associations ........................................................ 274 © 2012 MicroStrategy, Inc. ix Contents 7. Advanced Prompts Enabling User Input Advanced Reporting Guide Introduction.............................................................................. 275 What is a prompt?...................................................................... 276 Prompts in scheduled reports .................................................... 276 Types of prompts ....................................................................... 277 Filtering data on attributes, attribute forms, attribute elements, or metrics: Filter definition prompts .................... 278 Filtering data based on metrics, attributes, or other objects: Object prompts ....................................................... 280 Value prompts...................................................................... 282 Defining the dimensionality of metrics: Level prompts......... 285 Prompting for a user’s login name: System prompts ................. 292 Defining how a prompt is displayed in MicroStrategy Web........ 292 Display styles for prompts in MicroStrategy Web ................ 293 Configuring how the qualification can be defined in MicroStrategy Web prompts: Expression properties............ 299 8. Designing Reports Understanding data evaluation order and deploying reports to users Introduction.............................................................................. 305 Before you begin........................................................................ 306 Report design versus report creation................................... 306 Accessing the Basic Report: Foundation of examples .............. 307 Filters and order of calculation on reports ................................. 308 About filters .......................................................................... 308 The difference between report filters and report limits......... 310 About metric qualifications ................................................... 314 About the report-as-filter ...................................................... 317 Defining a filter for a drilled-to report.................................... 318 The basics of report execution................................................... 320 Data definition and view definition objects: Data versus display.................................................................................. 321 Intelligent Cubes .................................................................. 322 Totaling and subtotaling data on reports ................................... 322 About subtotals .................................................................... 323 Custom report subtotals....................................................... 328 Subtotals and memory usage .............................................. 331 Sorting data on reports .............................................................. 332 Formatting a report .................................................................... 343 Formatting report cell data ................................................... 344 Understanding how formatting impacts report display ......... 351 x © 2012 MicroStrategy, Inc. Advanced Reporting Guide Contents Order of layers ..................................................................... 355 Autostyles: Report formatting styles .................................... 362 Find and replace report, template, and metric formatting .... 363 Determining which attribute elements are displayed: Attribute joins ............................................................................. 363 Understanding attribute join options .................................... 364 Selecting an attribute join option.......................................... 368 Evaluation order of objects on reports ....................................... 371 Default evaluation order....................................................... 372 Defining an evaluation order ................................................ 372 Evaluation order in data definition and view definition ......... 373 Adding features for users........................................................... 380 Deploying reports to a user community ..................................... 381 User task progression for analyzing and creating reports.... 381 Predesigned reports ............................................................ 385 Deploying predesigned reports ............................................ 387 Shortcut to a filter................................................................. 389 Shortcut to a template.......................................................... 390 Object templates .................................................................. 395 Exporting large reports as delimited text files ............................ 401 9. Graphing Introduction.............................................................................. 405 Graphing best practices and troubleshooting ............................ 406 Viewing graph reports................................................................ 409 Adding an object to a graph report ............................................ 410 Choosing an appropriate graph style......................................... 412 Minimum object requirements for each graph style ............. 412 Placement of report objects and choice of graph styles ...... 414 Moving objects on a graph report .............................................. 416 Displaying graph data without scrollbars ............................. 418 Graph style usage and examples .............................................. 419 Area ..................................................................................... 420 Bar ....................................................................................... 422 Line ...................................................................................... 425 Pie chart............................................................................... 428 Scatter plot........................................................................... 431 Polar chart ........................................................................... 433 Radar chart .......................................................................... 435 Bubble chart......................................................................... 438 Combination......................................................................... 440 © 2012 MicroStrategy, Inc. xi Contents Advanced Reporting Guide Custom ................................................................................ 441 Advanced graph style usage and examples ............................. 442 Stock .................................................................................... 442 Histogram ............................................................................ 446 3D Surface ........................................................................... 448 Gauge .................................................................................. 451 Funnel .................................................................................. 453 Pareto chart ......................................................................... 456 Boxplot ................................................................................. 459 Gantt chart ........................................................................... 462 Formatting a graph report .......................................................... 466 Controlling how a graph report appears............................... 467 Formatting a graph using colors, shading, and effects ........ 467 Manually formatting graph series and objects ..................... 482 Creating and formatting titles, axes, and footnotes.............. 484 Formatting numeric values on a graph ................................ 491 Displaying and formatting data labels .................................. 499 Displaying and formatting a graph legend ........................... 500 Formatting the labels on a graph’s axes .............................. 504 Creating tooltips in a graph .................................................. 505 Adjusting the layout, size, and scale of a graph................... 508 Saving and applying a custom graph style .......................... 523 Choosing a graph image format for HTML documents and Web ........................................................................................... 527 Exporting and sharing graphs.................................................... 528 Exporting graphs.................................................................. 528 Copying graphs into third-party applications........................ 529 Using interactive graph visualizations in documents: Widgets...................................................................................... 531 10. Displaying Information about Reports: Report Details Introduction.............................................................................. 533 Displaying report details ............................................................ 534 Enabling and disabling report details ................................... 535 Levels of report details configuration ......................................... 535 Interaction of report details preferences and report details for reports ................................................................. 536 Configuring report details properties.......................................... 537 Configuring the display of object name delimiters for report details ........................................................................ 538 Configuring report details..................................................... 540 Configuring the template details ................................................ 544 xii © 2012 MicroStrategy, Inc. Advanced Reporting Guide Contents Including objects from the base or view report .................... 545 Displaying the base template name..................................... 547 Interaction of report details preferences and template details for reports ................................................................. 550 Configuring the prompt details .................................................. 553 Prompt details: Examples .................................................... 554 Interaction of report details preferences and prompt details for reports ................................................................. 556 Configuring the filter details ....................................................... 559 Interaction of report details preferences and filter details for reports ............................................................................ 560 Configuring the content of the filter details........................... 560 Configuring how attribute element list qualifications are displayed.............................................................................. 566 Configuring how attribute form and set qualifications are displayed.............................................................................. 568 Configuring how logical operators are displayed ................. 570 Configuring whether to use aliases in the filter details ........ 573 Configuring the filter details: Procedure............................... 574 Enabling and customizing report details preferences ................ 576 11. Linking Reports and Documents Introduction.............................................................................. 581 Linking reports and documents.................................................. 581 Prerequisites for working with links...................................... 584 About links ................................................................................. 585 Components of a link ........................................................... 586 Specifying how prompts are answered in the target ............ 589 Creating links ............................................................................. 606 Copying links to other objects in the report.......................... 610 Creating linked reports............................................................... 612 Creating linked reports that answer prompts with the selected objects ................................................................... 612 Creating linked reports that answer prompts using metric conditions............................................................................. 615 12. Custom SQL Queries: Freeform SQL and Query Builder © 2012 MicroStrategy, Inc. Introduction.............................................................................. 625 Customize your SQL statements: Freeform SQL ...................... 626 Usage scenarios and SQL standards .................................. 627 Access and analyze multiple data sources with Freeform SQL...................................................................................... 635 Reporting analysis features ................................................. 645 xiii Contents Advanced Reporting Guide Security for data access ..................................................... 650 Reporting on third-party web services with XQuery................... 656 Allowing connections to web services in a project ............... 657 Using XQuery to retrieve data from a web service .............. 659 Creating a report to analyze web service data..................... 677 Retrieving web folder resources with XQuery............................ 679 Creating an external mobile folder to allow web folder browsing .............................................................................. 683 Creating XQuery reports to retrieve web folder resources ............................................................................. 684 Updating data with Transaction Services .................................. 689 Creating a Transaction Services report ............................... 689 Customize your SQL queries: Query Builder............................. 707 Usage scenarios .................................................................. 709 Access and analyze multiple data sources with Query Builder.................................................................................. 712 Reporting analysis features ................................................. 730 Security for data access ..................................................... 740 Connect to databases, Excel files, and text files ....................... 744 Connect to databases .......................................................... 745 Connect to Excel files .......................................................... 745 Connect to text files ............................................................. 747 Map data to non-project objects: Managed objects ................... 748 Access managed objects ..................................................... 750 Edit managed objects .......................................................... 752 Delete managed objects ...................................................... 752 Creating Intelligent Cubes ......................................................... 753 13. Accessing Subsets of Data: Data Marts Introduction.............................................................................. 757 Getting started with data marts.................................................. 758 Creating data marts .................................................................. 758 Using a data mart table as a source table ................................. 763 Enabling data mart optimization........................................... 768 Running a standard report against a data mart ................... 770 Specifying governors, table creation options, and custom SQL statements ......................................................................... 771 Specifying governors and table creation options ................. 772 Specifying custom SQL statements ..................................... 773 xiv © 2012 MicroStrategy, Inc. Advanced Reporting Guide 14. Data Mining Services Contents Introduction.............................................................................. 777 Data Mining Services................................................................. 778 Approaches for data mining with MicroStrategy .................. 778 The Data Mining Services workflow..................................... 783 Predictive metrics and performance .................................... 784 Creating a dataset report ........................................................... 785 Data mining datasets ........................................................... 786 Guidelines for creating a dataset report............................... 788 Inputs for predictive metrics ................................................. 790 Using non-MicroStrategy datasets....................................... 798 Creating a predictive model ....................................................... 799 Using MicroStrategy............................................................. 799 Using third-party data mining applications ........................... 837 Importing the predictive model................................................... 837 Importing predictive models for MDX cubes ........................ 839 Aggregating predictive metrics............................................. 842 Using the predictive metric ........................................................ 843 Using the predictive metric in reports and documents ......... 843 Using the predictive metric in other objects ......................... 844 Predictive Model Viewer ...................................................... 844 Data mining examples ............................................................... 845 Revenue forecasting example (using linear and seasonal regression) ........................................................................... 845 Campaign management example (using logistic regression) ........................................................................... 848 Segmentation example (using cluster analysis)................... 850 Telco churn example (using decision tree analysis) ............ 852 Campaign management example: Importing a third-party neural network model .......................................................... 855 Market basket analysis (using association rules analysis)... 859 15. VLDB Properties Introduction.............................................................................. 869 Levels of VLDB properties ......................................................... 870 VLDB properties at the metric level ........................................... 871 Integer Constant In Metric ................................................... 871 Metric Join Type .................................................................. 872 Null Check ........................................................................... 872 Zero Check .......................................................................... 873 Null checking for Analytical Engine...................................... 873 Subtotal Dimensionality Aware ............................................ 873 © 2012 MicroStrategy, Inc. xv Contents Advanced Reporting Guide VLDB properties at the report level............................................ 875 Cartesian Join Warning........................................................ 876 Full Outer Join Support ........................................................ 878 Preserve All Final Pass Result Elements............................. 878 Preserve All Lookup Table Elements................................... 879 Report Post Statement ........................................................ 882 Report Pre Statement .......................................................... 882 Table Post Statement .......................................................... 883 Sub Query Type................................................................... 883 WHERE Clause Driving Table ............................................. 884 Attribute and Attribute Form Selection Option for Intermediate Passes properties ........................................... 885 GROUP BY ID Attribute ....................................................... 887 GROUP BY Non-ID Attribute ............................................... 888 SQL Hint .............................................................................. 888 UNION Multiple INSERT...................................................... 888 Drop Temp Table Method .................................................... 888 FallBack Table Type ............................................................ 889 Intermediate Table Type ...................................................... 889 Table Option and Table Space properties ........................... 890 VLDB properties at the database instance level........................ 891 Maximum SQL/MDX Size .................................................... 892 SQL Date Format................................................................. 892 A. Logical and Introduction.............................................................................. 895 Mathematical What is an operator? ................................................................. 895 Operators for Filtering Logical operators ................................................................. 896 Comparison operators ......................................................... 899 Rank and percent operators ................................................ 900 Pattern operators ................................................................. 901 B. Formatting Default Values xvi Introduction.............................................................................. 903 Default values ............................................................................ 904 Number ................................................................................ 904 Alignment ............................................................................. 904 Font...................................................................................... 905 Border .................................................................................. 905 Patterns ............................................................................... 905 Banding................................................................................ 906 © 2012 MicroStrategy, Inc. Advanced Reporting Guide C. Desktop Commands Contents Introduction.............................................................................. 909 Basics ........................................................................................ 910 Enabling the Desktop homepage............................................... 910 Viewing the Desktop commands ............................................... 912 Commands ................................................................................ 912 ChangeView ........................................................................ 913 Editor ................................................................................... 914 Execute ................................................................................ 914 ExecuteDocument ............................................................... 915 ExecuteReport ..................................................................... 916 Open .................................................................................... 916 Reset ................................................................................... 917 Shortcut ............................................................................... 918 D. Learning to Design a Document Introduction.............................................................................. 921 Customer Explorer dashboard................................................... 923 Document display and usage scenarios .............................. 924 Creating the base reports and report objects....................... 925 Creating the dashboard ....................................................... 932 Enhancing your analysis ...................................................... 937 Operational Performance dashboard......................................... 943 Dashboard display and usage scenarios ............................. 944 Creating the base reports and report objects....................... 945 Creating the dashboard ....................................................... 953 Enhancing your analysis ...................................................... 962 E. Sorting and Browsing Standards Introduction.............................................................................. 967 Sort order of characters in MicroStrategy .................................. 968 Project order in Desktop and Web............................................. 969 Glossary................................................................................................................................... 971 Index......................................................................................................................................... 995 © 2012 MicroStrategy, Inc. xvii Contents Advanced Reporting Guide xviii © 2012 MicroStrategy, Inc. BOOK OVERVIEW AND ADDITIONAL RESOURCES Description of this guide Thank you for using MicroStrategy 9—Industrial-Strength Business Intelligence. The MicroStrategy Advanced Reporting Guide provides comprehensive information on advanced topics for using the MicroStrategy query and reporting products. This guide builds on a basic understanding of information provided in the MicroStrategy Basic Reporting Guide. Advanced topics include the following: • Chapter 1, Introduction to Advanced Reporting, reviews the tasks and objects to create a basic report and previews advanced reporting concepts. • Chapter 2, Importing Data, describes how data from different data sources, such as an Excel file, a table in a database, or the results of a Freeform SQL query, can be imported into MicroStrategy metadata. It also explains how the imported data can be published as an Intelligent Cube. The Intelligent Cube can be used to create reports, documents, and Visual Exploration analyses. © 2012 MicroStrategy, Inc. xix Book Overview and Additional Resources xx Advanced Reporting Guide • Chapter 3, Advanced Metrics, explains level metrics, conditional metrics, transformation metrics, and compound metrics, which provide complex business measures and key performance indicators. Numerous examples provide real-life context for the explanations. • Chapter 4, Advanced Filters, describes how to create complex filters and how to apply them to reports. • Chapter 5, Custom Groups and Consolidations, introduces and compares custom groups and consolidations and why to use each. • Chapter 6, Drill Maps, describes how to customize drill paths to allow users to access additional information from reports. • Chapter 7, Advanced Prompts, explains how to create dynamic report definitions through prompts. • Chapter 8, Designing Reports, guides you through advanced reporting concepts in a hands-on way, providing a tutorial experience. The sample reports illustrate various reporting concepts such as the difference between report filters and report limits, while showing you how reports are built and generated. The chapter also introduces the concepts of the view definition and the data definition of a report, detailing the report execution steps that belong to each. • Chapter 9, Graphing, discusses how to view, format, and manipulate MicroStrategy graph reports, introduces the graph styles available in MicroStrategy, and provides tips on how you can most effectively present your report data in a graph. • Chapter 10, Displaying Information about Reports: Report Details, discusses how to customize the report details, which is the information that appears in the Report Details pane. For example, you can select whether to include view filter information or the attribute name in the filter details. For report details, you can choose whether to include information on prompts or filters. • Chapter 11, Linking Reports and Documents, discusses how to create and use links. Links allow analysts to explore additional, related data by executing another document or report from within a document or report, in either MicroStrategy Desktop or MicroStrategy Web. A link allows context to be passed to any prompted report or document, whether the destination report or document is related to the original. • Chapter 12, Custom SQL Queries: Freeform SQL and Query Builder, discusses how to use Freeform SQL to access data from various data sources, including relational databases, Excel files, and flat files. © 2012 MicroStrategy, Inc. Advanced Reporting Guide Book Overview and Additional Resources • Chapter 13, Accessing Subsets of Data: Data Marts, explains how to use relational tables known as data mart tables to create or update warehouse tables or integrate with third-party tools. • Chapter 14, Data Mining Services, presents the data mining process, which leverages existing and historical data to create predictive models to project potential outcomes for business activities and transactions. • Chapter 15, VLDB Properties, describes the most commonly-used VLDB properties relating to metrics and reports. VLDB properties allow you to customize the SQL that MicroStrategy generates. can also report on data returned from MDX cube sources such as You SAP BW, Microsoft Analysis Services, and Hyperion Essbase. For information on integrating MicroStrategy with these MDX cube sources, see the MicroStrategy MDX Cube Reporting Guide. The appendixes contain the following additional reference information: • Appendix A, Logical and Mathematical Operators for Filtering, discusses operators and how to use them in filters and report limits. • Appendix B, Formatting Default Values, provides the default values for all the formatting properties, to assist you in formatting reports and creating autostyles. • Appendix C, Desktop Commands, specifies the Desktop commands used in MicroStrategy products, focusing on Desktop homepage usage and describing the commands from an HTML perspective. • Appendix D, Learning to Design a Document, shows you how to create reports to use within Report Services documents and scorecards to analyze data from different business perspectives. Each scenario guides you through the creation of a Report Services document or scorecard. • Appendix E, Sorting and Browsing Standards, describes the sorting and browsing standards for characters and projects in MicroStrategy Desktop and Web. About this book This book is divided into chapters that begin with a brief overview of the chapter’s content. © 2012 MicroStrategy, Inc. About this book xxi Book Overview and Additional Resources Advanced Reporting Guide The following sections provide the location of examples, list prerequisites for using this book, and describe the user roles the information in this book was designed for. in the MicroStrategy Tutorial project are updated to reflect the Dates current year. The sample documents and images in this guide, as well as the procedures, were created with dates that may no longer be available in the Tutorial project. Replace them with the first year of data in your Tutorial project. Additional formats This book is also available as an electronic publication in the Apple iBookstore, and can be read on an iPhone or iPad with the iBooks app installed. To download this book, search for the book’s title in the iBookstore search bar, or scan the QR code below using your device's camera. How to find business scenarios and examples Within this guide, many of the concepts discussed are accompanied by business scenarios or other descriptive examples. Many of the examples use the MicroStrategy Tutorial, which is MicroStrategy’s sample warehouse, metadata, and project. Information about the MicroStrategy Tutorial can be found in the MicroStrategy Basic Reporting Guide. Other examples in this book use the Analytics Modules, which include a set of precreated sample reports, each from a different business area. Sample reports present data for analysis in such business areas as financial reporting, human resources, and customer analysis. The Analytics Modules are sold with MicroStrategy Architect. xxii About this book © 2012 MicroStrategy, Inc. Advanced Reporting Guide Book Overview and Additional Resources What’s new in this guide MicroStrategy 9.3 • Details on how to include security filters in XQuery reports that retrieve web services data are provided in Using security filters to restrict results from an XQuery source, page 665. • Steps to create an external mobile folder, which allows MicroStrategy Mobile users browse web folders, are provided in Creating an external mobile folder to allow web folder browsing, page 683. • A new example of using Transaction Services is provided in Transaction Services example: Item Order Form, page 698. • You can include predictive analysis with the data integrated into MicroStrategy as an MDX cube. The ways you can include predictive analysis with your MDX cube data are described in: • Creating a training metric with the Training Metric Wizard, page 822 Importing predictive models for MDX cubes, page 839 A new example of performing market basket analysis using MicroStrategy Data Mining Services is provided in Market basket analysis (using association rules analysis), page 859. MicroStrategy 9.2.1a and 9.2.1m • You can authenticate against an XQuery source when users log in to a project, and save any tokens returned by the authentication process. These tokens can then be used in XQuery reports for the duration of a given user's MicroStrategy session, as described in Using an XQuery source to authenticate users for a MicroStrategy project, page 667. • You can integrate web folder content into MicroStrategy. This integration allows the content within web folders, such as documents, videos, to be accessible using the Multimedia widget through MicroStrategy Mobile. To integrate your web folder content into MicroStrategy, see Retrieving web folder resources with XQuery, page 679. © 2012 MicroStrategy, Inc. About this book xxiii Book Overview and Additional Resources Advanced Reporting Guide Prerequisites Before working with this document, you should be familiar with the information in the MicroStrategy Basic Reporting Guide, including: • MicroStrategy Desktop • Projects, attributes, and facts (covered in the MicroStrategy Project Design Guide) • Simple metric and report creation • Report manipulation such as formatting, drilling, and subtotals • Prompts and filters • SQL statements (basic understanding) Who should use this guide This document is designed for: • Report designers who create advanced reports and advanced reporting objects such as metrics, filters, custom groups, consolidations, and drill maps. • Analysts who use advanced report manipulations such as data marts, Freeform SQL reports, MDX cube reports, and data mining. Resources Documentation MicroStrategy provides both manuals and online help; these two information sources provide different types of information, as described below: • xxiv Resources Manuals: In general, MicroStrategy manuals provide: Introductory information and concepts Examples and images © 2012 MicroStrategy, Inc. Advanced Reporting Guide Book Overview and Additional Resources Checklists and high-level procedures to get started The steps to access the manuals are described in Accessing manuals and other documentation sources, page xxxi. Most of these manuals are also available printed in a bound, soft cover format. To purchase printed manuals, contact your MicroStrategy Account Executive with a purchase order number. • Help: In general, MicroStrategy help provides: Detailed steps to perform procedures Descriptions of each option on every software screen For the most up-to-date translations of MicroStrategy documentation, refer to the MicroStrategy Knowledge Base. Due to translation time, manuals in languages other than English may contain information that is one or more releases behind. You can see the version number on the title page of each manual. MicroStrategy overview and evaluation • Introduction to MicroStrategy: Evaluation Guide Instructions for installing, configuring, and using the MicroStrategy Evaluation Edition of the software. This guide also includes a detailed, step-by-step evaluation process of MicroStrategy features, where you perform reporting with the MicroStrategy Tutorial project and its sample business data. • MicroStrategy Evaluation Edition Quick Start Guide Overview of the installation and evaluation process, and additional resources. • Evaluate MicroStrategy for Linux Guide: In a Windows or Linux Environment with the MicroStrategy Evaluation Edition Virtual Appliance Evaluate MicroStrategy for Linux, in a Microsoft Windows or Linux environment, with the MicroStrategy Evaluation Edition Virtual Appliance. This guide provides all details to download, activate, and evaluate MicroStrategy software running in a Linux environment. © 2012 MicroStrategy, Inc. Resources xxv Book Overview and Additional Resources • Advanced Reporting Guide MicroStrategy Reporting Suite: Quick Start Guide Evaluate MicroStrategy as a departmental solution. Provides detailed information to download, install, configure, and use the MicroStrategy Reporting Suite. • MicroStrategy Mobile Suite: Quick Start Guide Evaluate MicroStrategy Mobile as a departmental solution. Provides detailed information to download, install, configure, and use the MicroStrategy Mobile Suite. Manuals for query, reporting, and analysis • MicroStrategy Installation and Configuration Guide Information to install and configure MicroStrategy products on Windows, UNIX, Linux, and HP platforms, as well as basic maintenance guidelines. • MicroStrategy Upgrade Guide Instructions to upgrade existing MicroStrategy products. • MicroStrategy Project Design Guide Information to create and modify MicroStrategy projects, and understand facts, attributes, hierarchies, transformations, advanced schemas, and project optimization. • MicroStrategy Basic Reporting Guide Instructions to get started with MicroStrategy Desktop and MicroStrategy Web, and how to analyze data in a report. Includes the basics for creating reports, metrics, filters, and prompts. • MicroStrategy Advanced Reporting Guide: Enhancing Your Business Intelligence Application Instructions for advanced topics in the MicroStrategy system, building on information in the Basic Reporting Guide. Topics include reports, Freeform SQL reports, Query Builder reports, filters, metrics, Data Mining Services, custom groups, consolidations, and prompts. • MicroStrategy Report Services Document Analysis Guide: Analyzing Data with Report Services Documents Instructions for a business analyst to execute and analyze a document in MicroStrategy Desktop and MicroStrategy Web, building on basic xxvi Resources © 2012 MicroStrategy, Inc. Advanced Reporting Guide Book Overview and Additional Resources concepts about projects and reports presented in the MicroStrategy Basic Reporting Guide. • MicroStrategy Report Services Document Creation Guide: Creating Boardroom Quality Documents Instructions to design and create Report Services documents, building on information in the MicroStrategy Report Services Document Analysis Guide. It is organized to help guide you through creating a new document, from creating the document itself, to adding objects to the new document, and formatting the document and its objects. • MicroStrategy Dashboards and Widgets Creation Guide: Creating Interactive Dashboards for your Data Instructions for designing and creating MicroStrategy Report Services dashboards, a type of document that is optimized for viewing online and for user interactivity. It builds on the basic concepts about documents presented in the MicroStrategy Report Services Document Creation Guide. • MicroStrategy OLAP Services Guide Information on MicroStrategy OLAP Services, which is an extension of MicroStrategy Intelligence Server. OLAP Services features include Intelligent Cubes, derived metrics, derived elements, dynamic aggregation, view filters, and dynamic sourcing. • MicroStrategy Office User Guide Instructions for using MicroStrategy Office to work with MicroStrategy reports and documents in Microsoft® Excel, PowerPoint, Word, and Outlook, to analyze, format, and distribute business data. • MicroStrategy Mobile Analysis Guide: Analyzing Data with MicroStrategy Mobile Information and instructions for using MicroStrategy Mobile to view and analyze data, and perform other business tasks with MicroStrategy reports and documents on a mobile device. • MicroStrategy Mobile Design and Administration Guide: A Platform for Mobile Intelligence Information and instructions to install and configure MicroStrategy Mobile, as well as instructions for a designer working in MicroStrategy Desktop or MicroStrategy Web to create effective reports and documents for use with MicroStrategy Mobile. © 2012 MicroStrategy, Inc. Resources xxvii Book Overview and Additional Resources • Advanced Reporting Guide MicroStrategy System Administration Guide: Tuning, Monitoring, and Troubleshooting your MicroStrategy Business Intelligence System Concepts and high-level steps to implement, deploy, maintain, tune, and troubleshoot a MicroStrategy business intelligence system. • MicroStrategy Supplemental Reference for System Administration: VLDB Properties, Internationalization, User Privileges, and other Supplemental Information for Administrators Information and instructions for MicroStrategy administrative tasks such as configuring VLDB properties and defining data and metadata internationalization, and reference material for other administrative tasks. • MicroStrategy Functions Reference Function syntax and formula components; instructions to use functions in metrics, filters, attribute forms; examples of functions in business scenarios. • MicroStrategy MDX Cube Reporting Guide Information to integrate MicroStrategy with MDX cube sources. You can integrate data from MDX cube sources into your MicroStrategy projects and applications. Manuals for Analytics Modules • Analytics Modules Installation and Porting Guide • Customer Analysis Module Reference • Sales Force Analysis Module Reference • Financial Reporting Analysis Module Reference • Sales and Distribution Analysis Module Reference • Human Resources Analysis Module Reference Manuals for Narrowcast Services products • MicroStrategy Narrowcast Server Getting Started Guide Instructions to work with the tutorial to learn Narrowcast Server interfaces and features. xxviii Resources © 2012 MicroStrategy, Inc. Advanced Reporting Guide • Book Overview and Additional Resources MicroStrategy Narrowcast Server Installation and Configuration Guide Information to install and configure Narrowcast Server. • MicroStrategy Narrowcast Server Application Designer Guide Fundamentals of designing Narrowcast Server applications. • MicroStrategy Narrowcast Server System Administrator Guide Concepts and high-level steps to implement, maintain, tune, and troubleshoot Narrowcast Server. • MicroStrategy Narrowcast Server Upgrade Guide Instructions to upgrade an existing Narrowcast Server. Software Development Kits • MicroStrategy Developer Library (MSDL) Information to understand the MicroStrategy SDK, including details about architecture, object models, customization scenarios, code samples, and so on. • MicroStrategy Web SDK Web SDK is available in the MicroStrategy Developer Library, The which is sold as part of the MicroStrategy SDK. • Narrowcast Server SDK Guide Instructions to customize Narrowcast Server functionality, integrate Narrowcast Server with other systems, and embed Narrowcast Server functionality within other applications. Documents the Narrowcast Server Delivery Engine and Subscription Portal APIs, and the Narrowcast Server SPI. Documentation for MicroStrategy Portlets • Enterprise Portal Integration Help Information to help you implement and deploy MicroStrategy BI within your enterprise portal, including instructions for installing and configuring out-of-the-box MicroStrategy Portlets for several major enterprise portal servers. © 2012 MicroStrategy, Inc. Resources xxix Book Overview and Additional Resources Advanced Reporting Guide This resource can be accessed using the MicroStrategy Product Manuals page, as described in Accessing manuals and other documentation sources, page xxxi. Documentation for MicroStrategy GIS Connectors • GIS Integration Help Information to help you integrate MicroStrategy with Geospatial Information Systems (GIS), including specific examples for integrating with various third-party mapping services. This resource can be accessed using the MicroStrategy Product Manuals page, as described in Accessing manuals and other documentation sources, page xxxi. Help Each MicroStrategy product includes an integrated help system to complement the various interfaces of the product as well as the tasks that can be accomplished using the product. Some of the MicroStrategy help systems require a web browser to be viewed. For supported web browsers, see the MicroStrategy Readme. MicroStrategy provides several ways to access help: • Help button: Use the Help button or ? (question mark) icon on most software windows to see help for that window. • Help menu: From the Help menu or link at the top of any screen, select MicroStrategy Help to see the table of contents, the Search field, and the index for the help system. • F1 key: Press F1 to see context-sensitive help that describes each option in the software window you are currently viewing. MicroStrategy Web, MicroStrategy Web Administrator, and For MicroStrategy Mobile Server, pressing the F1 key opens the context-sensitive help for the web browser you are using to access these MicroStrategy interfaces. Use the Help menu or ? (question mark) icon to access help for these MicroStrategy interfaces. xxx Resources © 2012 MicroStrategy, Inc. Advanced Reporting Guide Book Overview and Additional Resources Accessing manuals and other documentation sources The manuals are available from your MicroStrategy disk or the machine where MicroStrategy was installed. Acrobat Reader is required to view these manuals. If you do not Adobe have Acrobat Reader installed on your computer, you can download it from http://get.adobe.com/reader/. The best place for all users to begin is with the MicroStrategy Basic Reporting Guide. To access the installed manuals and other documentation sources, see the following procedures: • To access installed manuals and other documentation sources on Windows, page xxxi • To access installed manuals and other documentation sources on UNIX and Linux, page xxxi To access installed manuals and other documentation sources on Windows 1 From the Windows Start menu, choose Programs (or All Programs), MicroStrategy, then Product Manuals. A page opens in your browser showing a list of available manuals in PDF format and other documentation sources. 2 Click the link for the desired manual or other documentation source. 3 If you click the link for the Narrowcast Services SDK Guide, a File Download dialog box opens. This documentation resource must be downloaded. Select Open this file from its current location, and click OK. bookmarks are not visible on the left side of an Acrobat (PDF) Ifmanual, from the View menu click Bookmarks and Page. This step varies slightly depending on your version of Adobe Acrobat Reader. To access installed manuals and other documentation sources on UNIX and Linux 1 Within your UNIX or Linux machine, navigate to the directory where you installed MicroStrategy. The default location is /opt/MicroStrategy, © 2012 MicroStrategy, Inc. Resources xxxi Book Overview and Additional Resources Advanced Reporting Guide or $HOME/MicroStrategy/install if you do not have write access to /opt/MicroStrategy. 2 From the MicroStrategy installation directory, open the Documentation folder. 3 Open the Product_Manuals.htm file in a web browser. A page opens in your browser showing a list of available manuals in PDF format and other documentation sources. 4 Click the link for the desired manual or other documentation source. 5 If you click the link for the Narrowcast Services SDK Guide, a File Download dialog box opens. This documentation resource must be downloaded. Select Open this file from its current location, and click OK. bookmarks are not visible on the left side of an Acrobat (PDF) Ifmanual, from the View menu click Bookmarks and Page. This step varies slightly depending on your version of Adobe Acrobat Reader. Documentation standards MicroStrategy online help and PDF manuals (available both online and in printed format) use standards to help you identify certain types of content. The following table lists these standards. standards may differ depending on the language of this manual; These some languages have rules that supersede the table below. Type Indicates bold • Button names, check boxes, options, lists, and menus that are the focus of actions or part of a list of such GUI elements and their definitions Example: Click Select Warehouse. italic • New terms defined within the text and in the glossary • Names of other product manuals and documentation resources • When part of a command syntax, indicates variable information to be replaced by the user Example: The aggregation level is the level of calculation for the metric. Example: Type copy c:\filename d:\foldername\filename xxxii Resources © 2012 MicroStrategy, Inc. Advanced Reporting Guide Type Indicates Courier font • • • • • • • Book Overview and Additional Resources Calculations Code samples Registry keys Path and file names URLs Messages displayed in the screen Text to be entered by the user Example: Sum(revenue)/number of months. Example: Type cmdmgr -f scriptfile.scp and press Enter. + A keyboard command that calls for the use of more than one key (for example, SHIFT+F1). A note icon indicates helpful information for specific situations. A warning icon alerts you to important information such as potential security risks; these should be read before continuing. Education MicroStrategy Education Services provides a comprehensive curriculum and highly skilled education consultants. Many customers and partners from over 800 different organizations have benefited from MicroStrategy instruction. Courses that can help you prepare for using this manual or that address some of the information in this manual include: • MicroStrategy Desktop: Reporting Essentials • MicroStrategy Desktop: Advanced Reporting • MicroStrategy Web for Reporters and Analysts • MicroStrategy Web for Professionals • MicroStrategy Freeform SQL Essentials For the most up-to-date and detailed description of education offerings and course curricula, visit http://www.microstrategy.com/Education. © 2012 MicroStrategy, Inc. Resources xxxiii Book Overview and Additional Resources Advanced Reporting Guide Consulting MicroStrategy Consulting Services provides proven methods for delivering leading-edge technology solutions. Offerings include complex security architecture designs, performance and tuning, project and testing strategies and recommendations, strategic planning, and more. For a detailed description of consulting offerings, visit http://www.microstrategy.com/ Services. International support MicroStrategy supports several locales. Support for a locale typically includes native database and operating system support, support for date formats, numeric formats, currency symbols, and availability of translated interfaces and certain documentation. MicroStrategy is certified in homogeneous configurations (where all the components lie in the same locale) in the following languages—English (US), French, German, Italian, Japanese, Korean, Portuguese (Brazilian), Spanish, Chinese (Simplified), Chinese (Traditional), Danish, and Swedish. A translated user interface is available in each of the above languages. For information on specific languages supported by individual MicroStrategy system components, see the MicroStrategy readme. MicroStrategy also provides limited support for heterogeneous configurations (where some of the components may lie in different locales). Please contact MicroStrategy Technical Support for more details. Technical Support If you have questions about a specific MicroStrategy product, you should: 1 Consult the product guides, Help, and readme files. Locations to access each are described above. 2 Consult the MicroStrategy Knowledge Base online at https:// resource.microstrategy.com/support. administrator in your organization may be able to help Ayoutechnical resolve your issues immediately. xxxiv Resources © 2012 MicroStrategy, Inc. Advanced Reporting Guide Book Overview and Additional Resources 3 If the resources listed in the steps above do not provide a solution, contact MicroStrategy Technical Support directly. To ensure the most productive relationship with MicroStrategy Technical Support, review the Policies and Procedures document in your language, posted at http:// www.microstrategy.com/Support/Policies. Refer to the terms of your purchase agreement to determine the type of support available to you. MicroStrategy Technical Support can be contacted by your company’s Support Liaison. A Support Liaison is a person whom your company has designated as a point-of-contact with MicroStrategy’s support personnel. All customer inquiries and case communications must come through these named individuals. Your company may designate two employees to serve as their Support Liaisons, and can request to change their Support Liaisons two times per year with prior written notice to MicroStrategy Technical Support. It is recommended that you designate Support Liaisons who have MicroStrategy Administrator privileges. This can eliminate security conflicts and improve case resolution time. When troubleshooting and researching issues, MicroStrategy Technical Support personnel may make recommendations that require administrative privileges within MicroStrategy, or that assume that the designated Support Liaison has a security level that permits them to fully manipulate the MicroStrategy projects and has access to potentially sensitive project data such as security filter definitions. Ensure issues are resolved quickly Before logging a case with MicroStrategy Technical Support, the Support Liaison may follow the steps below to ensure that issues are resolved quickly: 1 Verify that the issue is with MicroStrategy software and not a third party software. 2 Verify that the system is using a currently supported version of MicroStrategy software by checking the Product Support Expiration Schedule at http://www.microstrategy.com/Support/Expiration.asp. 3 Attempt to reproduce the issue and determine whether it occurs consistently. 4 Minimize the complexity of the system or project object definition to isolate the cause. 5 Determine whether the issue occurs on a local machine or on multiple machines in the customer environment. © 2012 MicroStrategy, Inc. Resources xxxv Book Overview and Additional Resources Advanced Reporting Guide 6 Discuss the issue with other users by posting a question about the issue on the MicroStrategy Customer Forum at https:// resource.microstrategy.com/forum/. The following table shows where, when, and how to contact MicroStrategy Technical Support. If your Support Liaison is unable to reach MicroStrategy Technical Support by phone during the hours of operation, they can leave a voicemail message, send email or fax, or log a case using the Online Support Interface. The individual Technical Support Centers are closed on certain public holidays. North America Email: [email protected] Web: https://resource.microstrategy.com/support Fax: (703) 842–8709 Phone: (703) 848–8700 Hours: 9:00 A.M.–7:00 P.M. Eastern Time, Monday–Friday except holidays EMEA: Europe The Middle East Africa Email: [email protected] Web: https://resource.microstrategy.com/support Fax: +44 (0) 208 711 2525 The European Technical Support Centre is closed on national public holidays in each country. Phone: • Belgium: + 32 2792 0436 • France: +33 17 099 4737 • Germany: +49 22 16501 0609 • Ireland: +353 1436 0916 • Italy: +39 023626 9668 • Poland: +48 22 459 52 52 • Scandinavia & Finland: +46 8505 20421 • Spain: +34 91788 9852 • The Netherlands: +31 20 794 8425 • UK: +44 (0) 208 080 2182 • International distributors: +44 (0) 208 080 2183 Hours: • United Kingdom: 9:00 A.M.–6:00 P.M. GMT, Monday-Friday except holidays • EMEA (except UK): 9:00 A.M.–6:00 P.M. CET, Monday-Friday except holidays xxxvi Resources © 2012 MicroStrategy, Inc. Advanced Reporting Guide Book Overview and Additional Resources Asia Pacific Email: [email protected] Web: https://resource.microstrategy.com/support Phone: • Australia: +61 2 9333 6499 • Korea: +82 2 560 6565 Fax: +82 2 560 6555 • Japan: +81 3 3511 6720 Fax: +81 3 3511 6740 • Singapore: +65 6303 8969 Fax: +65 6303 8999 • Asia Pacific (except Australia, Japan, Korea, and Singapore): +86 571 8526 8067 Fax: +86 571 8848 0977 Hours: • Japan and Korea: 9:00 A.M.–6:00 P.M. JST (Tokyo), Monday-Friday except holidays • Asia Pacific (except Japan and Korea): 7 A.M.-6 P.M. (Singapore) Monday-Friday except holidays Latin America Email: [email protected] Web: https://resource.microstrategy.com/support Phone: • LATAM (except Brazil and Argentina): +54 11 5222 9360 Fax: +54 11 5222 9355 • Argentina: 0 800 444 MSTR Fax: +54 11 5222 9355 • Brazil: +55 11 3054 1010 Fax: +55 11 3044 4088 Hours: • Latin America (except Brazil): 9:00 A.M.–7:00 P.M. (Buenos Aires), Monday-Friday except holidays • Brazil: 9 A.M. - 6 P.M. (São Paulo), Monday–Friday except holidays Support Liaisons should contact the Technical Support Center from which they obtained their MicroStrategy software licenses or the Technical Support Center to which they have been designated. Required information when calling When contacting MicroStrategy Technical Support, please provide the following information: • • Personal information: Name (first and last) Company and customer site (if different from company) Contact information (phone and fax numbers, e-mail addresses) Case details: Configuration information, including MicroStrategy software product(s) and versions © 2012 MicroStrategy, Inc. Resources xxxvii Book Overview and Additional Resources • Advanced Reporting Guide Full description of the case including symptoms, error messages(s), and steps taken to troubleshoot the case thus far Business/system impact If this is the Support Liaison’s first call, they should also be prepared to provide the following: • Street address • Phone number • Fax number • Email address To help the Technical Support representative resolve the problem promptly and effectively, be prepared to provide the following additional information: • Case number: Please keep a record of the number assigned to each case logged with MicroStrategy Technical Support, and be ready to provide it when inquiring about an existing case • Software version and product registration numbers of the MicroStrategy software products you are using • Case description: Does the condition occur on all machines or just on one? When did the condition first occur? What events took place immediately prior to the first occurrence of the condition (for example, a major database load, a database move, or a software upgrade)? If there was an error message, what was its exact wording? What steps have you taken to isolate and resolve the issue? What were the results? System configuration (the information needed depends on the nature of the problem; not all items listed below may be necessary): xxxviii Resources Does the condition occur sporadically or each time a certain action is performed? • What causes the condition to occur? Computer hardware specifications (processor speed, RAM, disk space, and so on) © 2012 MicroStrategy, Inc. Advanced Reporting Guide Book Overview and Additional Resources Network protocol used ODBC driver manufacturer and version Database gateway software version (For MicroStrategy Web-related problems) browser manufacturer and version (For MicroStrategy Web-related problems) Web server manufacturer and version If the issue requires additional investigation or testing, the Support Liaison and the MicroStrategy Technical Support representative should agree on certain action items to be performed. The Support Liaison should perform any agreed-upon actions before contacting MicroStrategy Technical Support again regarding the issue. If the Technical Support representative is responsible for an action item, the Support Liaison may call MicroStrategy Technical Support at any time to inquire about the status of the issue. Feedback Please send any comments or suggestions about user documentation for MicroStrategy products to: [email protected] Send suggestions for product enhancements to: [email protected] When you provide feedback to us, please include the name and version of the products you are currently using. Your feedback is important to us as we prepare for future releases. © 2012 MicroStrategy, Inc. Feedback xxxix Book Overview and Additional Resources xl Feedback Advanced Reporting Guide © 2012 MicroStrategy, Inc. 1 1. INTRODUCTION TO ADVANCED REPORTING Introduction Advanced reporting allows you to create more sophisticated reports using advanced report functionality such as data marting and Freeform SQL, and advanced objects such as level metrics, conditional metrics, prompted filters, custom groups, and drill maps. Examples of advanced reporting in action include: • The contribution to revenue and profit of products bought by your top customers • The quarterly revenue, split by regions • The inventory for time periods you select at report run-time • A comparison of new customers this year to last year • The revenue for electronics in the first quarter of 2003 and music in the third quarter of 2003, or other attribute combinations you can select at report runtime • Allowing users to drill only to the call center level, not the employee level, for a salary report © 2012 MicroStrategy, Inc. 1 1 Introduction to Advanced Reporting Advanced Reporting Guide An overview of the advanced reporting features is provided in Moving to advanced reporting, page 5. By the end of this chapter, you should understand what is involved in creating a basic report and have an idea of what advanced reporting can do for you. data in the sample MicroStrategy projects is updated Warehouse regularly, and these changes are reflected in the documentation whenever possible. However, the sample reports, documents, objects, and images in this guide may display warehouse data that no longer appears in the software. Before you begin Before you start reading this guide, you should be familiar with the report concepts and processes described in the MicroStrategy Basic Reporting Guide. The MicroStrategy Basic Reporting Guide contains fundamental information you need to understand before you can begin building reports. Advanced reporting features build on the concepts and procedures presented there by providing more technical details and advanced options for report design. Therefore, you should be familiar with the information from that book related to such concepts as a report grid, a report filter, and a general working knowledge of the Report Editor and its functions. A summary of some of these topics is provided below. If you need more details, review the Basic Reporting Guide. The MicroStrategy Project Designer Guide also contains useful reference material, focused on schema objects such as facts and attributes. Some of its basic terms are also included in the following section. 2 Before you begin © 2012 MicroStrategy, Inc. Advanced Reporting Guide Introduction to Advanced Reporting 1 Basic MicroStrategy terminology Facts Facts are the MicroStrategy objects on which metrics are based. A fact has two characteristics: it is numerical and aggregatable. Examples of facts include revenue, inventory, and account balances. are some cases where a fact is not numerical or aggregatable, There but these are rare. Facts are stored in tables in the data warehouse. These fact tables comprise different columns, each cell representing a specific piece of information. You build facts in a MicroStrategy project that point to the columns. Metrics, which are business measures, are then created from the facts. SQL aggregations, such as SUM and AVG, are performed on the facts in the database tables. For example, in the following SQL statement, the ORDER_AMT column in the warehouse might correspond to the Order Amount fact in the MicroStrategy environment: SELECTsum(a21.ORDER_AMT) REGION FROM ORDER_FACTa21 JOIN LU_EMPLOYEEa22 ON (a21.EMP_ID = a22.EMP_ID) WHERE a22.CALL_CTR_ID in (5, 9, 12) In this example, ORDER_AMT is the fact, whereas sum(a21.ORDER_AMT) represents a metric. For background information on facts, such as instructions to create them, see the MicroStrategy Project Design Guide. Attributes Attributes act as holders of information, allowing you to add context to your facts in a report. For example, if you had $10,000 in revenue, that number does not mean anything in a business sense unless you know the context, such as which region, the designated time frame for the sales, and the labor involved in the transaction. Simply put, attributes provide categories for the summarization of data. For background information on attributes, such as procedures to create them, see the MicroStrategy Project Design Guide. © 2012 MicroStrategy, Inc. Before you begin 3 1 Introduction to Advanced Reporting Advanced Reporting Guide Attribute elements Attribute elements are the data shown on the report. Think of them as a sub-level of the attribute. For example, if City is the attribute, attribute elements can include London, Milan, and New York. In the data warehouse, attributes are usually represented by columns in a table, and attribute elements are represented by the rows. Metrics Metrics are analytical calculations performed against stored data (facts) to produce results that can then either be read as status material or analyzed for decision-making purposes. They are similar to formulas in spreadsheet software. Metrics represent business measures and key performance indicators. A metric can calculate revenue, inventory levels, employee counts, or visits to a Web page. Advanced metrics are discussed in Chapter 3, Advanced Metrics. Prompts A prompt is used to dynamically modify the contents of a report. With prompts, you can determine, during report execution, the objects to retrieve for the report and report filtering conditions. In addition, you can make different prompt selections each time you run the report. For example, you can create a prompt for filtering criteria that qualifies on the Year attribute. When you run a report with this prompt in its report filter, you are prompted to select the year for which you want the report results. You can run the report the first time by selecting 2003 and then a second time by selecting 2004. Advanced prompts are discussed in Chapter 7, Advanced Prompts. 4 Before you begin © 2012 MicroStrategy, Inc. Advanced Reporting Guide Introduction to Advanced Reporting 1 Reports A report is a MicroStrategy object that represents a request for a specific set of formatted data from the data warehouse. Reports are the focus and goal of business intelligence. They allow users to gather business insight through data analysis. The different parts of a report include: • Facts and attributes from the warehouse • Filters that determine how much data is used to generate the report • Metrics to perform calculations on the facts Advanced report objects such as level metrics, transformation metrics, consolidations, custom groups, and drill maps, among others, allow you to create more functional and informative reports. You can also use your own customized SQL statements to generate reports from operational systems included in a MicroStrategy project. This is known as Freeform SQL. You can create predictive models based on existing and historical data to project potential outcomes for business activities and transactions. MicroStrategy Data Mining Services facilitates the development and deployment of these predictive models. All this advanced functionality is described in detail in this guide. Moving to advanced reporting Before you begin working with advanced reporting functionality, you must have a working project containing schema objects such as attributes and facts. For information on creating projects, facts, and attributes, refer to the MicroStrategy Project Design Guide. The Project Design Guide also contains a step-by-step example of designing a project for financial reporting and analysis. This includes standard reporting such as profit and loss reporting that provides analysis of a company’s profits compared to its losses. You can also use the MicroStrategy Tutorial that contains predesigned report objects and reports as a simulated project to familiarize yourself with MicroStrategy. Many of the facts, attributes, and other objects used in the examples in this guide are available in the MicroStrategy Tutorial project. Other examples use objects from the various MicroStrategy Analytics Modules. © 2012 MicroStrategy, Inc. Moving to advanced reporting 5 1 Introduction to Advanced Reporting Advanced Reporting Guide You can now create reports with more sophisticated analyses, using the concepts described in this guide. You will learn how to: • Define level metrics, conditional metrics, transformation metrics, and compound metrics, and know when to use each type • Create advanced filters such as attribute-to-attribute qualifications, relationship filters, joint element lists, and prompted filters, among others • Set up custom groups to create relationships between attributes and to band, or slice, attribute elements using the values of a metric • Create virtual attributes and perform row level math using consolidations • Create prompts to save time by using one report to produce different results • Define custom drill maps to set the drill paths for reports • Customize SQL statements • Create and use MDX Cube Reports to integrate with SAP BI, Essbase, and Microsoft Analysis Services • Create and use data mart reports to establish relational tables that can be used like tables in a project schema Once you have understood and practiced these concepts, you will be able to choose, manipulate, and format advanced reports that best answer your business questions. Importing data from different data sources You can use MicroStrategy Web to import data from different data sources, such as an Excel file, a table in a database, or the results of a Freeform SQL query, into MicroStrategy metadata with minimum project design requirements. You can map this imported data to define attributes and metrics, then publish it as an Intelligent Cube. Once published, you can create: • A report that runs against the Intelligent Cube. An Intelligent Cube is a multi-dimensional cube (set of data) that allow you to use OLAP Services features on reports, as well as share sets of data among multiple reports. For information on Intelligent Cubes and the OLAP Services features that they support, see the MicroStrategy OLAP Services Guide. 6 Importing data from different data sources © 2012 MicroStrategy, Inc. Advanced Reporting Guide Introduction to Advanced Reporting 1 • A document that uses the Intelligent Cube as a dataset. A document is used to format data from multiple reports in a single display of presentation quality; for general information on working with documents, see the MicroStrategy Report Services Document Analysis Guide; for general information on creating documents, see the MicroStrategy Report Services Document Creation Guide. • An analysis using the imported data. An analysis is a customized, interactive document that you can use to explore your business data. For background information on analyses, see the MicroStrategy Web Help. Some common uses for importing data include: • Quickly integrating data into MicroStrategy as part of a proof-of-concept • Importing and reporting on personalized data from various data sources • Immediately building reports, documents, and analyses without having to "model" the data source • Modifying the data in your data source, then republishing the Intelligent Cube to quickly update the data in your reports, documents, and analyses You can import data from the following data sources: • A file on your computer, network, or from a specified URL • A table in a database • The results of a Freeform SQL query on a database Attributes, metrics, and other objects that are mapped to imported data are created as managed objects, meaning that only data from a single Import Data process can be included on a single report or analysis. However, you can include data imported using the Import Data feature, as well as data from the rest of your project, on a single document by using multiple datasets. For more information on including supplemental data in a project using the Import Data feature, see the Creating and Configuring a Project chapter in the MicroStrategy Project Design Guide. For more information on creating documents with multiple datasets, see the Advanced Documents chapter in the MicroStrategy Report Services Document Creation Guide. Once you have published your data as an Intelligent Cube, you can: • Create a report that runs against the Intelligent Cube • Create a document using the Intelligent Cube as a dataset • Create an analysis using the imported data © 2012 MicroStrategy, Inc. Importing data from different data sources 7 1 Introduction to Advanced Reporting Advanced Reporting Guide • Share the data with other users or user groups • Update the Intelligent Cube according to a specified schedule For instructions to import data from a file and map the imported data to project attributes, see the MicroStrategy Web Help. 8 Importing data from different data sources © 2012 MicroStrategy, Inc. 2 2. IMPORTING DATA Introduction You can use MicroStrategy Web to import data from different data sources, such as an Excel file, the results of a Freeform script, or a Salesforce.com report, into MicroStrategy metadata with minimum project design requirements. You can map this imported data to define attributes and metrics, then publish it as an Intelligent Cube. Once the Intelligent Cube is published, you can: • Create a report that runs against the Intelligent Cube • Create a document using the Intelligent Cube as a dataset • Create a Visual Insight analysis using the imported data Some common uses for this quick data import feature include: • Quickly integrating data into MicroStrategy as part of a proof-of-concept • Importing and reporting on personalized data from various data sources • Immediately building reports, documents, and analyses without having to “model” the data source • Modifying the data in your data source, then republishing the Intelligent Cube to quickly update the data in your reports, documents, and analyses © 2012 MicroStrategy, Inc. 9 2 Importing Data Advanced Reporting Guide About importing data into MicroStrategy Web Imported data is published as an Intelligent Cube, meaning that it affects the overall administration and sizing considerations of Intelligent Cubes for a project. For example, once you publish an Intelligent Cube, the Intelligent Cube is stored on the Intelligence Server, taking up memory, which can impact performance. Attributes, metrics, and other objects that are mapped to imported data are created as managed objects, meaning that only data from a single Import Data process can be included on a single report or analysis. However, you can include data imported using the Import Data feature, as well as data from the rest of your project, on a single document by using multiple datasets. For details on including supplemental data in a project using the Import Data feature, see the Creating and Configuring a Project chapter in the Project Design Guide. For steps to create documents with multiple datasets, see the Report Services Document Creation Guide. Once you have published your data as an Intelligent Cube, you can: • Create a report that runs against the Intelligent Cube (see the MicroStrategy Web Help) • Create a document using the Intelligent Cube as a dataset (see the MicroStrategy Web Help) • Create an analysis using the imported data (see the MicroStrategy Web Help) • Share the data with other users or user groups (see the MicroStrategy Web Help) • Automatically update the Intelligent Cube according to a set schedule (see Scheduling updates for an Intelligent Cube created using imported data, page 41) You can manage Intelligent Cubes using the Intelligent Cube Monitor, which provides usage statistics and other information about Intelligent Cubes. For an introduction to the Intelligent Cube Monitor, as well as steps to improve performance, see the Managing Intelligent Cubes chapter of the System Administration Guide. For general information about Intelligent Cubes, see the OLAP Services Guide. You can import data from the following data sources: • A file on your computer, network, or from a specified URL or UNC path 10 About importing data into MicroStrategy Web © 2012 MicroStrategy, Inc. Advanced Reporting Guide Importing Data • The results of a Freeform script • A Salesforce.com report 2 The table below lists tasks that you can perform when importing data, and steps to perform each task: Goal Steps Import data from a file See Importing data from a file, page 17 for detailed steps. Import data using a Freeform script See Importing data using a Freeform script, page 24 for detailed steps. Import data from a Salesforce.com report See To import and publish data from a Salesforce.com report, page 31 for detailed steps. Define a database connection For steps to define a database connection in Web, see Creating and editing database connections, page 15. For general information about defining a database connection, see the Configuring and Connecting Intelligence Server chapter in the Installation and Configuration Guide. Create a report using an Intelligent Cube as a data source See the MicroStrategy Web Help for steps to create a report using an Intelligent Cube as a data source. Create and execute a document with an Intelligent Cube as the data source See the MicroStrategy Web Help for steps to create a document using an Intelligent Cube as a dataset. Create and execute a Visual Insight analysis with an Intelligent Cube as the data source See the MicroStrategy Web Help for steps to create an analysis. Best practices for importing data into MicroStrategy Web Consider the following best practices when importing data into MicroStrategy Web: • If you are importing data from a file that contains crosstabbed data, be sure to appropriately highlight and specify the cells that contain your metric data, attribute element data, and the names of metric headers, as described in To import and publish data from a file, page 18. • Be sure that your system has enough free memory to accommodate the file. In general, your browser will require memory that is an additional 1.1 times the size of the file you want to upload. For example, to upload a 75 MB file, be sure to have at least 83 MB for the browser to use. © 2012 MicroStrategy, Inc. About importing data into MicroStrategy Web 11 2 Importing Data Advanced Reporting Guide • When importing data from a database, if you use a multi-pass SQL statement to select the data that you want to import, be sure that the last pass consists of a SELECT statement that returns data. • Refer to the Installation and Configuration Guide for steps to enable importing data from Salesforce.com reports. • If you use the default web server, which is Microsoft Internet Information Services, only 4 MB of data can be imported at a time. For steps to increase this default amount, refer to the MicroStrategy Tech Note TN34465. • If you use Apache Tomcat as your application server, MicroStrategy recommends using Apache Tomcat version 6.0.18. • When querying the Teradata Data Dictionary to obtain a list of available tables and columns, MicroStrategy will tag the request with a Query Band. Workload management options can be configured in Teradata to prioritize such Data Dictionary requests. • The data you import into MicroStrategy is created and published as an Intelligent Cube. This means that, to support importing data, your Intelligence Server machine must have the memory requirements necessary to support Intelligent Cubes. For important governing best practices to support Intelligent Cubes, see the System Administration Guide. • When republishing an Intelligent Cube with new data, consider maintaining the same data structure as your original data. If the names or data types of the columns in the original data have changed, or if columns are missing in the new data, you must map the new data to attributes and metrics before republishing the Intelligent Cube. If the data structure remains the same, Web automatically republishes the Intelligent Cube. Additionally, if you imported the data using a URL, you must ensure that the URL has not changed, to successfully republish the Intelligent Cube. If the URL has changed, you are prompted to provide the new URL. You can include port information in URLs. However, question marks in URLs are not supported. • When importing data, keep in mind these suggested maximum file sizes for data sources: When importing data from a file on your computer or network: Excel, text, and CSV files: 100 MB. If you strictly adhere to the system tuning best practices described in this section and increase various governing options as required, you can support maximums of up to 12 About importing data into MicroStrategy Web © 2012 MicroStrategy, Inc. Advanced Reporting Guide Importing Data 2 750 MB when using Mozilla Firefox to import data, and 400 MB when using Microsoft Internet Explorer to import data. When importing data from a file from a URL: – Excel file: 800 MB – Text/CSV file: 1500 MB You must strictly adhere to the system tuning best practices described in this section and increase various governing options as required to support these maximum file sizes. For optimum performance, be sure your file sizes and system requirements match the recommendations in the System Administration Guide. • You can import data from http, https, ftp, and URLs. Anonymous and basic authentication is supported during the import. To support basic authentication, the user name and password must be included as part of the URL. • You can import data from local files on your computer using a UNC path. For example, you can provide the location of your file as File://ComputerName/Path/FileName, where ComputerName is the name of the machine on which the file is located, Path is the file path in which the file is located, and FileName is the name of the file. Specifying the location of your file as a UNC path allows you to republish or schedule updates for an Intelligent Cube created using the file, without having to manually upload the file each time the Intelligent Cube is updated. • Depending on the type of file you are importing, you must meet the following requirements: For text and CSV files: – Use commas to separate values. No other characters, such as tabs or semicolons, should be used to separate values in the file. – The file must use either UTF-8 or UTF-16 encoding. For CSV and Excel files: – Multiple worksheets can be included in the file, but only one worksheet can be uploaded at a time. – The first worksheet for the file cannot be empty. © 2012 MicroStrategy, Inc. About importing data into MicroStrategy Web 13 2 Importing Data Advanced Reporting Guide – Data for the worksheet being imported should begin within the first 20 rows of the worksheet. For any type of supported file: – Leave cells or data empty to represent NULL values rather than using the text NULL. – Determine whether the data for a column is numeric or textual. If there is any non-numeric value in the values for a column, use a text data type. If all values are numeric, a numeric data type can be used. • In Desktop, you can specify the following options for a project using the Project Configuration Editor: Maximum File Size (MB): Determines the maximum size of files uploaded to import data. The default value is 30 MB. Maximum Quota Per User (MB): Determines the maximum amount of memory available to all users in a project for importing data from a data source. This option should be set to a value large enough to support the size of the Intelligent Cubes you want to publish. The default value is 100 MB. Since the imported data is then published as an Intelligent Cube, you must also define the Max Ram Usage governing option for Intelligent Cubes. Since Max Ram Usage is relevant to a project, it should be set to a value that can support all the users that import data, while also adhering to Intelligence Server memory requirements. Memory consumption during data fetching (MB): Determines the maximum amount of memory temporarily stored in Intelligence Server memory while importing data. This can potentially cause a shortage of memory for other processes on the Intelligence Server machine. The default value is -1, which imposes no maximum limit. The Server busy timeout and Request busy timeout options should be set to values large enough to support the length of the upload time. For steps to modify these options, see the Desktop Administrator Help. • In Desktop, you can specify the following options using the Intelligence Server Configuration Editor: Enable catalog cache: Determines whether to create a cache of the database’s tables and columns when a database connection is first used. This allows users to more quickly view the list of available tables 14 About importing data into MicroStrategy Web © 2012 MicroStrategy, Inc. Advanced Reporting Guide Importing Data 2 and columns when importing data from a database. This option is selected by default. – Maximum use of memory (MB): Determines the maximum amount of memory available for caching database tables and columns. The default value is 25 MB. For steps to modify these options, see the System Administrator Help. Creating and editing database connections When importing data from a database, you can choose to import data from an existing database connection or you can define a new connection. If you want to use a new connection, you can create it before you perform the import. Steps are below to create a new connection and to edit an existing connection. Prerequisites • You must have the Create and Edit Database Instances and Connections and Create and Edit Database Logins privileges to define a new database connection. To create or edit a database connection 1 In MicroStrategy Web, log in to a project. 2 Open any folder page (for example, click the Shared Folders icon on the home page). 3 Click the Import Data icon . 4 From the left, click Freeform. The Database Upload options are displayed. 5 Perform one of the following, depending on whether you want to create a new database connection or edit an existing one: © 2012 MicroStrategy, Inc. Creating and editing database connections 15 2 Importing Data • Advanced Reporting Guide To create a new connection: a Click Create Connection. The New Connection dialog box opens. b Select one of the following from the Select drop-down list: – To create a new connection, select the type of the connection to create, such as Oracle or SQL Server. – To use an existing ODBC data source name, select Existing ODBC DSNs. • To edit a connection: a Select the database connection to edit, then click Edit. The details for that database connection are displayed. 6 Define or edit the database connection by providing the appropriate details for the type of connection to create, such as the database management system (DBMS), and the login name and password to use to connect to the database. The information required can vary depending on the specific type of database connection that you want to define. For a list of the information required for each database type, see the Installation and Configuration Guide. 7 Type a name for the database connection in the Name the connection field. 8 Allow or deny access to the new connection using one of the following options: • To allow other users to import data using the database connection, select the Share this connection with other users check box. • To deny other users the ability to import data using the database connection, clear the Share this connection with other users check box. 9 Click OK to save your changes. Importing data You can import data from different data sources, such as an Excel spreadsheet, a text file, or from a SQL query to your database, and then publish the data as an Intelligent Cube. Once published, you can create a 16 Importing data © 2012 MicroStrategy, Inc. Advanced Reporting Guide 2 Importing Data report that runs against the Intelligent Cube, create a document using the Intelligent Cube as a dataset, or create a Visual Insight analysis using the imported data. Information and steps are below to import data from a file. For steps to import data using a Freeform script, see Importing data using a Freeform script, page 24. For steps to import data from a Salesforce.com report, see Importing data from a Salesforce.com report, page 30. Importing data from a file You can import data from the following file types: • .xls • .xlsx • .txt • .csv You can provide the location of the file using the following methods: • Select a file on your computer or network • Specify the location of your file using an http, https, or ftp URL. For example, the following are examples of URLs you can use to import data, where Host is the host, Path is the file path in which the file is located, FileName is the name of the file, Port is the port number, and User and Password are the username and password required to access the file. • http://Host/Path/FileName https://User:Password@Host/Path/FileName ftp://User:Password@Host/Path/FileName ftp://User:Password@Host:Port/Path/FileName Specify the location of a local file using a UNC path. For example, you can provide the location of your file as File://ComputerName/Path/FileName, where ComputerName is the name of the machine on which the file is located, Path is the file path in which the file is located, and FileName is the name of the file. Specifying the location of your file as a UNC path allows you to republish or schedule updates for an Intelligent Cube created using the file, without © 2012 MicroStrategy, Inc. Importing data 17 2 Importing Data Advanced Reporting Guide having to manually upload the file each time the Intelligent Cube is updated. For text/CSV files, Web uses English (United States) localization settings to import data. For example, a comma is used as the separator symbol for every three digits. For Excel files, Web uses the localization settings specified in the User Preferences. For steps to specify locale and internationalization settings, see the MicroStrategy Web Help. Password-protected or compressed files (such as .zip files) cannot be used to upload data. Prerequisites • You must own the MicroStrategy OLAP Services product. • You must have Adobe Flash Player to use the import data feature. For specific version requirements, refer to the Readme file for MicroStrategy Web. • You must have the Web Import Data privilege. • If you are importing a .txt file, the data must be comma-delimited. Text values containing quotes (“ ”) will be imported with the quotes intact, for example, “Electronics”. • Read the Best practices for importing data into MicroStrategy Web, page 11. To import and publish data from a file 1 In MicroStrategy Web, log in to the project to import data to. 2 Open any folder page (for example, click the Shared Folders icon on the home page). 3 Click the Import Data icon . 4 From the left, click File. The File Upload options are displayed. To select the data source and preview the import 5 Do one of the following, depending on the location of the file whose data you are importing: 18 Importing data © 2012 MicroStrategy, Inc. Advanced Reporting Guide • Importing Data 2 To import data from a file on your computer or network: a Select the From My Computer/Network option. b Click Browse. The Select a File to Upload dialog box is displayed. c Browse to and select a file to import, then click Open. • To import data from a file using a URL link or UNC path: a Select the From the URL (File://, Http://, Https://, Ftp://...) option. b Type the location of the file in the field below. 6 Click Next. A preview of the imported data is displayed on the Preview page. 7 If the file is an Excel workbook with more than one sheet of data, from the Sheet Name drop-down list, select the name of the sheet from which you want to import data. 8 By default, Web assumes that your data is stored in a simple tabular layout. You can also choose to import data stored in a crosstabbed layout. Select one of the following options: • To import data from a simple tabular layout, select Tabular, then perform the following steps: a By default, Web uses the first row of data as headers for the imported data columns. These column headers are then displayed as the names of the attributes and metrics you define. If the data in the imported file does not provide column headers for the data columns, you can insert and specify the column headers manually by doing the following: – Select the Insert new column headers check box. A default column header is automatically inserted for each data column. – To specify a name for a column header, hover the cursor over the column header and click the arrow icon in the top right. Select Rename, then type a name for the header in the field and press ENTER. • To import data from a crosstabbed layout, select Crosstabbed. A preview of your data is displayed, with cells of data that contain metric data, attribute element data, and metric header names each displayed in separate colors. The legend in the top left lists the colors in which each © 2012 MicroStrategy, Inc. Importing data 19 2 Importing Data Advanced Reporting Guide type of data is displayed. Ensure that each type of data is included in the appropriate colored area by performing the following steps: a Click and drag the edges of the Metric Data area to highlight each cell that contains metric data. b Specify which cells contain metric header information by doing one of the following: – If no metric headers are contained in the file, select the No Metric Headers check box. – If metric headers are included in the file, clear the No Metric Headers check box. Click and drag the Metric Header Block area to highlight the cells that contain metric header data. c To display a preview of your data and continue, click the Convert to Tabular Sample icon. You can return to specifying attribute, metric, and metric header data by clicking the Tabular Representation of the Crosstabbed Data icon. 9 You can select options to define a data column as an attribute or metric, choose not to import a column of data, rename data columns, and so on. Hover the cursor over the header of the data column you want to select options for, then click the arrow icon to display a menu. Select from of the following: • To define the data column as an attribute, point to Attribute. a If the column's data type is Date, Time, or DateTime, you can define your data in more specific detail by having Web automatically generate additional time-related information based on the contents of the data column. For example, if the column is assigned the Date data type, you can have Web automatically generate separate attributes for year and month information. Select the check box next to each attribute you want to have automatically generated, then click OK. For detailed information about which attributes can be generated for each data type, see the Creating and Configuring a Project chapter of the Project Design Guide. b During the import data process, Web automatically attempts to determine if the data column contains geographical information, such as city or latitude. A data column that contains geographical information is assigned a geo role to identify what type of information it contains. Once a data column has been assigned a geo role, you can improve the depth of the geographical information available for your data by having Web automatically generate attributes containing higher levels of geographical data based on the data column. For 20 Importing data © 2012 MicroStrategy, Inc. Advanced Reporting Guide Importing Data 2 example, if the data column contains city data, you can have Web automatically generate the State attribute, which contains the state each city is located in. Assigning a geo role to a data column also allows for easier integration with map-based widgets or visualizations that require latitude and longitude information, such as the Map visualization. For example, you can import a data column called City, which contains the names of multiple cities, then define it as an attribute with the City geo role. Web automatically creates the City attribute with the attribute forms Latitude and Longitude, which contain the latitude and longitude of each city. When you create a Map visualization using the imported data, you can use the City attribute to provide latitude and longitude information for map markers in the visualization. Web automatically adds latitude and longitude information as attribute forms to data columns with the Country, State, Zip Code, City, or Location geo role, allowing you to provide latitude and longitude information using these forms. can customize the geographical information Web Administrators uses to automatically generate higher-level attributes. For example, they can specify whether Web assumes that Springfield refers to Springfield, Ohio or Springfield, Illinois. Steps to customize this information are in the Creating and Configuring a Project chapter of the Project Design Guide. You can determine which shape file to display in an Image Layout visualization or widget by default, by assigning a geo role or shape key to the data column. For more information and steps to create an Image Layout visualization, see the MicroStrategy Web Help. For steps to create an Image Layout widget, see the Providing Flash Analysis and Interactivity: Widgets chapter in the Dashboards and Widgets Creation Guide. Do one of the following: – To assign a geo role to the data column, select the geo role you want to assign, such as City, State, or Country. Select the check box next to each attribute you want to have automatically generated based on the data column, then click OK. For detailed information about which attributes can be generated for each geo role, see the Creating and Configuring a Project chapter of the Project Design Guide. – To assign a shape key to the data column, point to Other, then select the shape key you want to assign, such as Countries of the World or States of USA. Click OK. © 2012 MicroStrategy, Inc. Importing data 21 2 Importing Data Advanced Reporting Guide – To define the data column without assigning it a geo role or shape key, select None, then click OK. • To define the data column as a metric, select Metric. • To avoid including the data column in the imported data, select Do Not Import. • To rename the data column, select Rename. Type a name in the field and press ENTER. • You can map a data column to an attribute that already exists in the current project. To do so, you must provide a data column to map to the ID attribute form of the existing attribute. This column must be the same data type as the ID attribute form. You can also map additional data columns to the attribute, by mapping each data column to a different attribute form. For more information on mapping data columns and how it affects grouping and selectors, see Mapping imported data to an existing attribute in the project, page 38. If the data column is already mapped, you can map the data column to a different attribute form to replace the existing mapping. Perform the following steps: a Select Map to Project. The Select Mapping Object panel is displayed. This option is only available for data columns designated as attributes. b Navigate to and select the attribute form you want to map. You can expand and collapse the list of attribute forms in an attribute by clicking the arrow icon next to the attribute. c Do one of the following: – To map the data column you selected to an attribute form, click the name of the attribute form to select it. – To map multiple data columns, drag the name of each attribute form you want to map onto the alias of the data column you want to map it to. – To unmap a data column, hover the cursor over its alias, then click the x icon. The data column is unmapped, and its alias is changed back to the alias applied to the data column before it was mapped. d Click OK to close the Select Mapping Object panel. • 22 Importing data To unmap the data column from a project attribute, select Unmap from Project. This option is only available for data columns designated as attributes. © 2012 MicroStrategy, Inc. Advanced Reporting Guide • Importing Data 2 To change the data type of the column, point to Data Type, then select the data type you want to use. 10 Repeat the appropriate steps above for each data column you want to define. 11 By default, if the data in an Intelligent Cube needs to be updated, it is re-executed. All the data for the Intelligent Cube is loaded from the data source into Intelligence Server's memory, and the existing data for the Intelligent Cube is overwritten. You can set up incremental refresh settings to update the Intelligent Cube with only new data when the Intelligent Cube is republished or updated according to a schedule. This can reduce the time and system resources necessary to update the Intelligent Cube periodically. For background information on using incremental refresh to update Intelligent Cubes, see the Sharing Sets of Data Among Reports: Intelligent Cubes chapter in the OLAP Services Guide. Click the Data Refresh Options icon. The Options - Data Refresh dialog box opens. Select one of the following options to determine how your data will be updated when the Intelligent Cube is run: • To re-execute the Intelligent Cube and overwrite any existing data, select Replace existing data. • To update the existing data in the Intelligent Cube, as well as add new data that was not previously included in the Intelligent Cube, select Update existing data and add new data. • To update the Intelligent Cube only with new data that was not previously included in the Intelligent Cube, select Keep existing data and add new data. 12 Click Publish to publish your Intelligent Cube. The Save Cube dialog box opens. 13 Browse to the location to publish the imported data to, then type a name and description for the published data in the Name and Description fields. 14 Click OK. The data is saved as an Intelligent Cube. Once you have saved your data, you can use it to create a report, document, or Visual Insight analysis. To do so, select one of the following: © 2012 MicroStrategy, Inc. Importing data 23 2 Importing Data Advanced Reporting Guide • To create a report, select Create Report. For steps to create a report that runs against your new Intelligent Cube data, see the MicroStrategy Web Help. • To create a document, select Create Document. For steps to create a document using your new Intelligent Cube as a dataset, see the MicroStrategy Web Help. • To create a Visual Insight analysis, select Create Analysis. For steps to create an analysis, see the MicroStrategy Web Help. Importing data using a Freeform script You can import data using the results of a Freeform script, then publish the data as an Intelligent Cube. Once published, you can create a report that runs against the Intelligent Cube, create a document using the Intelligent Cube as a dataset, or create an analysis using the imported data. For example, you can import data from a database using SQL, from third-party web services using XQuery, from Salesforce.com using SOQL, or from a Hadoop database using HiveQL. can import data from Salesforce.com by creating a database You connection to Salesforce.com, then using a Freeform script, such as SQL, SOQL, or XQuery, to select your data. To do this, you must first perform one of the following: • Create a database connection to Salesforce.com using the MicroStrategy branded Salesforce ODBC driver. You can then import data from your new database connection using a Freeform SQL query. For steps to create the database connection, see the Configuring and Connecting Intelligence Server chapter in the Installation and Configuration Guide. • Create a database connection by connecting to Salesforce.com using XQuery reports. You can then import data from your new database connection using XQuery, as you would for any other third-party web service. For information on connecting to third-party web services using XQuery, see the Custom SQL Queries: Freeform SQL and Query Builder chapter in the Advanced Reporting Guide. • Create a database connection by connecting to Salesforce.com using the Salesforce native connector, then import data using SOQL. For steps to use the native connector method, refer to MicroStrategy Tech Note TN 38307. 24 Importing data © 2012 MicroStrategy, Inc. Advanced Reporting Guide Importing Data 2 Prerequisites • You must own the MicroStrategy OLAP Services product. • You must have Adobe Flash Player. For specific version requirements, refer to the Readme file for MicroStrategy Web. • You must have the Web Import Data and Web Import Database privileges. • Read the Best practices for importing data into MicroStrategy Web, page 11. To import and publish data using a Freeform script 1 In MicroStrategy Web, log in to the project to import data to. 2 Open any folder page (for example, click the Shared Folders icon on the home page). 3 Click the Import Data icon . 4 From the left, click Freeform. The Database Upload options are displayed. To select the data source 5 From the Select a database connection list on the left, select a database connection to use to import data by doing one of the following: • To select a connection from a list of database connections that you have created, click My Connections, then click the connection name. • To select a connection from a list of database connections shared by other users, click Shared, then click the connection name. • To define a new connection, click the Create Connection icon, then specify the appropriate options for the connection. For details to create a database connection, see Creating and editing database connections, page 15. • To edit an existing connection click the Edit icon, then specify the appropriate options for the connection. For details to edit a database connection, see Creating and editing database connections, page 15 6 A list of the database tables in the selected database is displayed in the Available Tables panel. You can expand the name of a table and view a list © 2012 MicroStrategy, Inc. Importing data 25 2 Importing Data Advanced Reporting Guide of columns in the table by clicking the arrow icon to the left of the table name. Each column in the table is displayed, along with its data type. You can filter the list of database tables by typing the name of a table in the Search Tables field. The list of tables is updated automatically as you type. By default, MicroStrategy creates a cache of the database's tables and columns when a database connection is first used. You can hover the cursor over the information icon to display a tooltip containing the time the cache was created. You can click the Refresh icon to update the list of available tables. 7 You can type a Freeform script to select data from the database or automatically generate the Freeform script you want to use to select data. Do one of the following: • To select data from the database by typing a Freeform script, type your script in the editor panel. If you type a multi-pass SQL statement, be sure that the last pass consists of a SELECT statement that returns data. • To automatically generate a Freeform script to select the data in a table, double-click the name of the table in the Available Tables panel. The Freeform script is automatically added to the editor panel. • To automatically generate a Freeform script to select the data in a column, double-click the name of the column in the Available Tables panel. The Freeform script is automatically added to the editor panel. 8 To run your Freeform script, click the Execute icon. A preview of your query results is displayed on the Preview panel. 9 You can select options to define a data column as an attribute or metric, choose not to import a column of data, rename data columns, and so on. Hover the cursor over the header of the data column you want to select options for, then click the arrow icon to display a menu. Select from of the following: • To define the data column as an attribute, point to Attribute. a If the column's data type is Date, Time, or DateTime, you can define your data in more specific detail by having Web automatically generate additional time-related information based on the contents of the data column. For example, if the column is assigned the Date data type, you can have Web automatically generate separate attributes for year and month information. Select the check box next to each attribute you want to have automatically generated, then click OK. For detailed information about which attributes can be generated for each 26 Importing data © 2012 MicroStrategy, Inc. Advanced Reporting Guide Importing Data 2 data type, see the Creating and Configuring a Project chapter of the Project Design Guide. b During the import data process, Web automatically attempts to determine if the data column contains geographical information, such as city or latitude. A data column that contains geographical information is assigned a geo role to identify what type of information it contains. Once a data column has been assigned a geo role, you can improve the depth of the geographical information available for your data by having Web automatically generate attributes containing higher levels of geographical data based on the data column. For example, if the data column contains city data, you can have Web automatically generate the State attribute, which contains the state each city is located in. Assigning a geo role to a data column also allows for easier integration with map-based widgets or visualizations that require latitude and longitude information, such as the Map visualization. For example, you can import a data column called City, which contains the names of multiple cities, then define it as an attribute with the City geo role. Web automatically creates the City attribute with the attribute forms Latitude and Longitude, which contain the latitude and longitude of each city. When you create a Map visualization using the imported data, you can use the City attribute to provide latitude and longitude information for map markers in the visualization. Web automatically adds latitude and longitude information as attribute forms to data columns with the Country, State, Zip Code, City, or Location geo role, allowing you to provide latitude and longitude information using these forms. can customize the geographical information Web Administrators uses to automatically generate higher-level attributes. For example, they can specify whether Web assumes that Springfield refers to Springfield, Ohio or Springfield, Illinois. Steps to customize this information are in the Creating and Configuring a Project chapter of the Project Design Guide. You can determine which shape file to display in an Image Layout visualization or widget by default, by assigning a geo role or shape key to the data column. For more information and steps to create an Image Layout visualization, see the MicroStrategy Web Help. For steps to create an Image Layout widget, see the Providing Flash Analysis and Interactivity: Widgets chapter in the Dashboards and Widgets Creation Guide. Do one of the following: © 2012 MicroStrategy, Inc. Importing data 27 2 Importing Data Advanced Reporting Guide – To assign a geo role to the data column, select the geo role you want to assign, such as City, State, or Country. Select the check box next to each attribute you want to have automatically generated based on the data column, then click OK. For detailed information about which attributes can be generated for each geo role, see the Creating and Configuring a Project chapter of the Project Design Guide. – To assign a shape key to the data column, point to Other, then select the shape key you want to assign, such as Countries of the World or States of USA. Click OK. – To define the data column without assigning it a geo role or shape key, select None, then click OK. • To define the data column as a metric, select Metric. • To avoid including the data column in the imported data, select Do Not Import. • To rename the data column, select Rename. Type a name in the field and press ENTER. • You can map a data column to an attribute that already exists in the current project. To do so, you must provide a data column to map to the ID attribute form of the existing attribute. This column must be the same data type as the ID attribute form. You can also map additional data columns to the attribute, by mapping each data column to a different attribute form. For more information on mapping data columns and how it affects grouping and selectors, see Mapping imported data to an existing attribute in the project, page 38. If the data column is already mapped, you can map the data column to a different attribute form to replace the existing mapping. Perform the following steps: a Select Map to Project. The Select Mapping Object panel is displayed. This option is only available for data columns designated as attributes. b Navigate to and select the attribute form you want to map. You can expand and collapse the list of attribute forms in an attribute by clicking the arrow icon next to the attribute. c Do one of the following: – To map the data column you selected to an attribute form, click the name of the attribute form to select it. 28 Importing data © 2012 MicroStrategy, Inc. Advanced Reporting Guide Importing Data 2 – To map multiple data columns, drag the name of each attribute form you want to map onto the alias of the data column you want to map it to. – To unmap a data column, hover the cursor over its alias, then click the x icon. The data column is unmapped, and its alias is changed back to the alias applied to the data column before it was mapped. d Click OK to close the Select Mapping Object panel. • To unmap the data column from a project attribute, select Unmap from Project. This option is only available for data columns designated as attributes. • To change the data type of the column, point to Data Type, then select the data type you want to use. 10 Repeat the appropriate steps above for each data column you want to define. 11 By default, if the data in an Intelligent Cube needs to be updated, it is re-executed. All the data for the Intelligent Cube is loaded from the data source into Intelligence Server's memory, and the existing data for the Intelligent Cube is overwritten. You can set up incremental refresh settings to update the Intelligent Cube with only new data when the Intelligent Cube is republished or updated according to a schedule. This can reduce the time and system resources necessary to update the Intelligent Cube periodically. For background information on using incremental refresh to update Intelligent Cubes, see the Sharing Sets of Data Among Reports: Intelligent Cubes chapter in the OLAP Services Guide. Click the Data Refresh Options icon. The Options - Data Refresh dialog box opens. Select one of the following options to determine how your data will be updated when the Intelligent Cube is run: • To re-execute the Intelligent Cube and overwrite any existing data, select Replace existing data. • To update the existing data in the Intelligent Cube, as well as add new data that was not previously included in the Intelligent Cube, select Update existing data and add new data. • To update the Intelligent Cube only with new data that was not previously included in the Intelligent Cube, select Keep existing data and add new data. © 2012 MicroStrategy, Inc. Importing data 29 2 Importing Data Advanced Reporting Guide 12 Click Publish to publish your Intelligent Cube. The Save Cube dialog box opens. 13 Browse to the location to publish the imported data to, then type a name and description for the published data in the Name and Description fields. 14 Click OK. The data is saved as an Intelligent Cube. Once you have saved your data, you can use it to create a report, document, or Visual Insight analysis. To do so, select one of the following: • To create a report, select Create Report. For steps to create a report that runs against your new Intelligent Cube data, see the MicroStrategy Web Help. • To create a document, select Create Document. For steps to create a document using your new Intelligent Cube as a dataset, see the MicroStrategy Web Help. • To create a Visual Insight analysis, select Create Analysis. For steps to create an analysis, see the MicroStrategy Web Help. Importing data from a Salesforce.com report You can import data from a report stored on Salesforce.com, then publish the data as an Intelligent Cube. Once your data is published, you can create a report that runs against the Intelligent Cube, create a document using the Intelligent Cube as a dataset, or create an analysis using the imported data. In addition to importing data from Salesforce.com reports, you can import data by creating a database connection to Salesforce.com, then using a Freeform script, such as SQL, SOQL, or XQuery, to select your data. For steps to import data using a Freeform script, see Importing data using a Freeform script, page 24. Prerequisites • You must own the MicroStrategy OLAP Services product. • You must have Adobe Flash Player to import data. For specific version requirements, refer to the Readme file for MicroStrategy Web. • You must have the Web Import Data privilege. 30 Importing data © 2012 MicroStrategy, Inc. Advanced Reporting Guide Importing Data 2 • Your Administrator must have enabled importing reports from Salesforce.com into MicroStrategy Web. Steps to do so are included in the Deploying MicroStrategy Web and Mobile Server chapter in the Installation and Configuration Guide. • Read the Best practices for importing data into MicroStrategy Web, page 11. To import and publish data from a Salesforce.com report 1 In MicroStrategy Web, log in to the project in which you want to import data. 2 Open any folder page (for example, click the Shared Folders icon on the home page). 3 Click the Import Data icon . 4 Click Salesforce, then click Next. the Salesforce option is not available, contact your IfAdministrator to make sure importing reports from Salesforce.com into MicroStrategy Web has been enabled. 5 Log in to Salesforce.com by typing your Salesforce.com user name and password in the User Name and Password fields, then click OK. 6 Navigate to and select the report you want to use, then click Next. A preview of the imported data is displayed on the Preview page. 7 You can select options to define a data column as an attribute or metric, choose not to import a column of data, rename data columns, and so on. Hover the cursor over the header of the data column you want to select options for, then click the arrow icon to display a menu. Select from of the following: • To define the data column as an attribute, point to Attribute. a If the column's data type is Date, Time, or DateTime, you can define your data in more specific detail by having Web automatically generate additional time-related information based on the contents of the data column. For example, if the column is assigned the Date data type, you can have Web automatically generate separate attributes for year and month information. Select the check box next to each attribute you want to have automatically generated, then click OK. For © 2012 MicroStrategy, Inc. Importing data 31 2 Importing Data Advanced Reporting Guide detailed information about which attributes can be generated for each data type, see the Creating and Configuring a Project chapter of the Project Design Guide. b During the import data process, Web automatically attempts to determine if the data column contains geographical information, such as city or latitude. A data column that contains geographical information is assigned a geo role to identify what type of information it contains. Once a data column has been assigned a geo role, you can improve the depth of the geographical information available for your data by having Web automatically generate attributes containing higher levels of geographical data based on the data column. For example, if the data column contains city data, you can have Web automatically generate the State attribute, which contains the state each city is located in. Assigning a geo role to a data column also allows for easier integration with map-based widgets or visualizations that require latitude and longitude information, such as the Map visualization. For example, you can import a data column called City, which contains the names of multiple cities, then define it as an attribute with the City geo role. Web automatically creates the City attribute with the attribute forms Latitude and Longitude, which contain the latitude and longitude of each city. When you create a Map visualization using the imported data, you can use the City attribute to provide latitude and longitude information for map markers in the visualization. Web automatically adds latitude and longitude information as attribute forms to data columns with the Country, State, Zip Code, City, or Location geo role, allowing you to provide latitude and longitude information using these forms. can customize the geographical information Web Administrators uses to automatically generate higher-level attributes. For example, they can specify whether Web assumes that Springfield refers to Springfield, Ohio or Springfield, Illinois. Steps to customize this information are in the Creating and Configuring a Project chapter of the Project Design Guide. You can determine which shape file to display in an Image Layout visualization or widget by default, by assigning a geo role or shape key to the data column. For more information and steps to create an Image Layout visualization, see the MicroStrategy Web Help. For steps to create an Image Layout widget, see the Providing Flash Analysis and Interactivity: Widgets chapter in the Dashboards and Widgets Creation Guide. Do one of the following: 32 Importing data © 2012 MicroStrategy, Inc. Advanced Reporting Guide Importing Data 2 – To assign a geo role to the data column, select the geo role you want to assign, such as City, State, or Country. Select the check box next to each attribute you want to have automatically generated based on the data column, then click OK. For detailed information about which attributes can be generated for each geo role, see the Creating and Configuring a Project chapter of the Project Design Guide. – To assign a shape key to the data column, point to Other, then select the shape key you want to assign, such as Countries of the World or States of USA. Click OK. – To define the data column without assigning it a geo role or shape key, select None, then click OK. • To define the data column as a metric, select Metric. • To avoid including the data column in the imported data, select Do Not Import. • To rename the data column, select Rename. Type a name in the field and press ENTER. • You can map a data column to an attribute that already exists in the current project. To do so, you must provide a data column to map to the ID attribute form of the existing attribute. This column must be the same data type as the ID attribute form. You can also map additional data columns to the attribute, by mapping each data column to a different attribute form. For more information on mapping data columns and how it affects grouping and selectors, see Mapping imported data to an existing attribute in the project, page 38. If the data column is already mapped, you can map the data column to a different attribute form to replace the existing mapping. Perform the following steps: a Select Map to Project. The Select Mapping Object panel is displayed. This option is only available for data columns designated as attributes. b Navigate to and select the attribute form you want to map. You can expand and collapse the list of attribute forms in an attribute by clicking the arrow icon next to the attribute. c Do one of the following: – To map the data column you selected to an attribute form, click the name of the attribute form to select it. © 2012 MicroStrategy, Inc. Importing data 33 2 Importing Data Advanced Reporting Guide – To map multiple data columns, drag the name of each attribute form you want to map onto the alias of the data column you want to map it to. – To unmap a data column, hover the cursor over its alias, then click the x icon. The data column is unmapped, and its alias is changed back to the alias applied to the data column before it was mapped. d Click OK to close the Select Mapping Object panel. • To unmap the data column from a project attribute, select Unmap from Project. This option is only available for data columns designated as attributes. • To change the data type of the column, point to Data Type, then select the data type you want to use. 8 Repeat the appropriate steps above for each data column you want to define. 9 By default, if the data in an Intelligent Cube needs to be updated, it is re-executed. All the data for the Intelligent Cube is loaded from the data source into Intelligence Server's memory, and the existing data for the Intelligent Cube is overwritten. You can set up incremental refresh settings to update the Intelligent Cube with only new data when the Intelligent Cube is republished or updated according to a schedule. This can reduce the time and system resources necessary to update the Intelligent Cube periodically. For background information on using incremental refresh to update Intelligent Cubes, see the Sharing Sets of Data Among Reports: Intelligent Cubes chapter in the OLAP Services Guide. Click the Data Refresh Options icon. The Options - Data Refresh dialog box opens. Select one of the following options to determine how your data will be updated when the Intelligent Cube is run: 34 Importing data • To re-execute the Intelligent Cube and overwrite any existing data, select Replace existing data. • To update the existing data in the Intelligent Cube, as well as add new data that was not previously included in the Intelligent Cube, select Update existing data and add new data. • To update the Intelligent Cube only with new data that was not previously included in the Intelligent Cube, select Keep existing data and add new data. © 2012 MicroStrategy, Inc. Advanced Reporting Guide Importing Data 2 10 Click Publish to publish your Intelligent Cube. The Save Cube dialog box opens. 11 Browse to the location to publish the imported data to, then type a name and description for the published data in the Name and Description fields. 12 Click OK. The data is saved as an Intelligent Cube. Once you have saved your data, you can use it to create a report, document, or Visual Insight analysis. To do so, select one of the following: • To create a report, select Create Report. For steps to create a report that runs against your new Intelligent Cube data, see the MicroStrategy Web Help. • To create a document, select Create Document. For steps to create a document using your new Intelligent Cube as a dataset, see the MicroStrategy Web Help. • To create a Visual Insight analysis, select Create Analysis. For steps to create an analysis, see the MicroStrategy Web Help. About mapping imported data to project attributes After you import data into a MicroStrategy project, you can: • Use a selector to display imported data in a document based on an attribute that already exists in the project. • Group the imported data in a document based on an attribute that already exists in the project. • Automatically apply the security filters on an existing attribute to reports and documents that contain imported data. • If you have Administrator privileges, you can manage attributes created from the imported data by searching for objects that depend on the attribute and managing access control lists (ACLs) for the attribute. To perform any of these tasks, you must map your data to attributes that already exist in the project. For detailed steps to map imported data to an attribute in the project, see the following: © 2012 MicroStrategy, Inc. About mapping imported data to project attributes 35 2 Importing Data Advanced Reporting Guide • Importing data from a file, page 17 • Importing data using a Freeform script, page 24 • Importing data from a Salesforce.com report, page 30 Restricting or grouping data in a document based on an attribute In a single Report Services document, you can display both imported data and data from attributes and metrics that already exist in the project. By default, attributes created from imported data are treated separately from attributes that already exist in the project. If you map imported data to an existing project attribute, you can restrict or group both types of data in the document using the same attribute. For example, you import data from an Excel spreadsheet, which includes a column with year information, and create a report containing this data. You also create a report containing attributes and metrics (including the Year attribute) that already exist in the project, and display both reports in a document. In the sample document below, the Grid/Graph on the left contains imported data and the Grid/Graph on the right contains attributes and metrics that already existed in the project. (A Grid/Graph is a placeholder on a document, and displays a report within the document when the document is executed.) If you import your data without mapping the data to the existing Year attribute, Web treats the Year attribute that already exists in the project and the Year attribute from the imported data as two separate attributes. In the image below, the selector only allows you to select elements of the Year attribute from the imported data. Choosing a year from the selector does not 36 About mapping imported data to project attributes © 2012 MicroStrategy, Inc. Advanced Reporting Guide Importing Data 2 affect the Grid/Graph on the right, which contains the Year attribute that already exists in the project. Instead, during the data import process, you can map the column containing the year information to the Year attribute that already exists in the project. This allows you to create a selector based on the Year attribute and use the selector to restrict the data for both reports at the same time, as shown in the image below. Mapping your data to an existing attribute also allows you to group data in a document using the same attribute, as shown below. Automatically applying security filters to imported data A security filter is a filter object that you assign to users or groups to restrict the results they can view when they execute reports or browse elements. For example, two regional managers have two different security filters assigned to them for their regions. One has a security filter assigned to her that only shows data from the Northeast, and the other has a security filter that only shows data from the Southwest. If these two regional managers run the same report that includes regional data, they will view different report results. If you map your data to an attribute that has a security filter applied to it, this security filter is automatically applied to reports and documents that contain the mapped data. © 2012 MicroStrategy, Inc. About mapping imported data to project attributes 37 2 Importing Data Advanced Reporting Guide For an example of a security filter, with images showing how a security filter works for a sample user executing a sample report, see the Setting Up User Security chapter in the System Administration Guide. Mapping imported data to an existing attribute in the project To map a data column to an existing attribute, you must provide a data column to map to the ID attribute form of the existing attribute. This column must be the same data type as the ID attribute form. You can also map additional data columns to the attribute, by mapping each data column to a different attribute form. When mapping data columns to attribute forms, avoid inconsistencies in the data. For example, the Customer attribute in a project has the attribute forms ID and Customer Name. The first attribute element has an ID of 1 and the Customer Name is John Smith. If you map data columns that contain an ID of 1 and the Customer Name Bill York, the mapped data will be inconsistent with the existing project data and will cause reporting issues. If the data that you want to import and map is inconsistent with the existing project data, consider importing your data without mapping it to a project attribute. For a detailed explanation of the data requirements for mapping imported data, including an example image of data that is well-suited to be mapped to an existing project attribute, see the Creating and Configuring a Project chapter of the Project Design Guide. For detailed steps to map imported data to an attribute in the project, see the following: • Importing data from a file, page 17 • Importing data using a Freeform script, page 24 • Importing data from a Salesforce.com report, page 30 Updating and refreshing imported data Once you have published an Intelligent Cube using imported data, you can republish the Intelligent Cube using data from the same type of data source. This allows you to update or modify a published Intelligent Cube with your most recent data. 38 Updating and refreshing imported data © 2012 MicroStrategy, Inc. Advanced Reporting Guide Importing Data 2 You can republish an Intelligent Cube by clicking the name of the Intelligent Cube in Web. If the original data source of the Intelligent Cube was a Freeform script, a file from a URL or UNC path, or a Salesforce.com report, Web attempts to automatically republish the Intelligent Cube with new data from the same data source. If the original data source was a file uploaded from your computer, you must upload the file again. However, you can avoid having to re-upload files stored on your computer by specifying the locations of files as a UNC path instead. For steps, see Importing data from a file, page 17. You can specify whether your imported data is replaced or updated when the Intelligent Cube is republished by selecting incremental refresh options. For steps, see Specifying incremental refresh options for an Intelligent Cube, page 40. To refresh imported data 1 Click the name of the Intelligent Cube you want to republish. If the Intelligent Cube was originally published using data from a file from a URL or UNC path, a Freeform script, or a Salesforce.com report, Web attempts to automatically republish the Intelligent Cube using data from the same data source. 2 If the original data source was a file that was uploaded from your computer or network, you must re-upload the file. Perform the following steps: a Click Browse. The Select a File to Upload dialog box is displayed. b Navigate to and select the file you want to upload, then click Open. Click Publish. c If the file is an Excel workbook with more than one sheet of data, from the Sheet Name drop-down list, select the name of the sheet from which you want to import data, then click OK. 3 If the original data source cannot be not found, the Freeform script cannot be executed successfully, or Web is otherwise unable to import data from the original data source, you must re-specify the data source using the same steps required to publish a new Intelligent Cube. You can hover the cursor over the information icon to display a detailed description of the problems Web encountered during the upload process. If the names or data types of the data columns originally used to publish the Intelligent Cube have changed, or if data columns are now missing, you must define new data columns as attributes and metrics. Select the © 2012 MicroStrategy, Inc. Updating and refreshing imported data 39 2 Importing Data Advanced Reporting Guide appropriate options to define attributes and metrics, map data columns to existing attributes, and so on. For steps, see the appropriate topic below: • Importing data from a file, page 17. • Importing data using a Freeform script, page 24. • Importing data from a Salesforce.com report, page 30. Specifying incremental refresh options for an Intelligent Cube By default, if the data in an Intelligent Cube needs to be updated, it is re-executed. All the data for the Intelligent Cube is loaded from the data source into Intelligence Server's memory, and the existing data for the Intelligent Cube is overwritten. You can set up incremental refresh settings to update the Intelligent Cube with only new data when the Intelligent Cube is republished or updated according to a schedule. This can reduce the time and system resources necessary to update the Intelligent Cube periodically. For background information on using incremental refresh to update Intelligent Cubes, see the Sharing Sets of Data Among Reports: Intelligent Cubes chapter in the OLAP Services Guide. To specify incremental refresh settings for an Intelligent Cube 1 Navigate to the location of the Intelligent Cube you want to edit. 2 Right-click the name of the Intelligent Cube, then select Edit. 3 If the original data source was a file that was uploaded from your computer or network, you must re-upload the file. Perform the following steps: a Click Browse. The Select a File to Upload dialog box is displayed. b Navigate to and select the file you want to upload, then click Open. Click Next. 4 Click the Data Refresh Options icon. The Options - Data Refresh dialog box opens. Select one of the following options to determine how your data will be updated when the Intelligent Cube is run: • To re-execute the Intelligent Cube and overwrite any existing data, select Replace existing data. 40 Updating and refreshing imported data © 2012 MicroStrategy, Inc. Advanced Reporting Guide 2 Importing Data • To update the existing data in the Intelligent Cube, as well as add new data that was not previously included in the Intelligent Cube, select Update existing data and add new data. • To update the Intelligent Cube only with new data that was not previously included in the Intelligent Cube, select Keep existing data and add new data. 5 Click Publish to save your changes. Scheduling updates for an Intelligent Cube created using imported data Once you import data into MicroStrategy Web, that data is imported and published as an Intelligent Cube. You can automatically update this Intelligent Cube based on a specific schedule, to make sure that the report objects in the Intelligent Cube are up to date based on the data in your data source. To have an Intelligent Cube updated on a schedule, you must create a subscription to send the Intelligent Cube to the History List. The Intelligent Cube is then republished according to the schedule that you select. You can update Intelligent Cubes that have been created from data imported: • From a file with a specified URL (see Importing data from a file, page 17) • From a database (see Importing data using a Freeform script, page 24) Prerequisites • This procedure assumes that you have already created the Intelligent Cube you want to update. • To schedule an Intelligent Cube to be sent to the History List, you must own the MicroStrategy Distribution Services product. To schedule updates for the Intelligent Cube 1 In MicroStrategy Web, navigate to the folder location of the Intelligent Cube. 2 Click the Subscriptions icon for the Intelligent Cube. A list of your subscriptions for the Intelligent Cube is displayed. © 2012 MicroStrategy, Inc. Updating and refreshing imported data 41 2 Importing Data Advanced Reporting Guide 3 Click Add History List subscription. The Subscription dialog box opens. 4 Type a name for the subscription in the Name field. 5 From the Schedule drop-down list, select the frequency to update the Intelligent Cube. You can create a new schedule in the Desktop Schedule Manager. For steps, see the Desktop Help. 6 Click To. The Recipients Browser dialog box is displayed. Use the right arrow > to add recipients to the To list. Your own user name is automatically added to the To list by default. 7 Click OK to return to the Subscription dialog box. 8 Determine whether or not to update the Intelligent Cube immediately: • To update the Intelligent Cube immediately, select the Run subscription immediately check box. • To save the subscription without updating the Intelligent Cube immediately, clear the Run subscription immediately check box. 9 Click the Show icon to expand the Advanced Options. 10 To ensure that newer versions of the Intelligent Cube overwrite previous versions of itself in the History List, select the The new scheduled report will overwrite versions of itself check box. 11 To specify an expiration date for the subscription, select the Do not deliver after check box and choose a date from the calendar. 12 To have a delivery notification email sent to all recipients when the delivery is sent, perform the following steps: a Select the Send notification to each recipient’s email address check box. b Type the email address(es) in the New address field. c From the drop-down list, select the type of email address to send the email to, such as Generic email or Microsoft Outlook. 13 Click OK. The subscription is created. To verify that your subscription has been created, click My Subscriptions at the top of any page in MicroStrategy Web. The Intelligent Cube appears in the History List Subscriptions list. 42 Updating and refreshing imported data © 2012 MicroStrategy, Inc. Advanced Reporting Guide Importing Data 2 Viewing Intelligent Cubes in your History List folder Once you schedule an Intelligent Cube to be sent to the History List, you can view the results of the subscription in the History List folder. Intelligent Cube results do not remain in the History List indefinitely. The number of results that each user can have in the History List and the length of time that they remain there are defined by your MicroStrategy administrator. To view an Intelligent Cube stored in your History List 1 In MicroStrategy Web, click History List at the top of any page. The History List folder is displayed, with a list of reports, documents, analyses, and Intelligent Cubes that have been added to the History List. The status of each Intelligent Cube is listed in the Status column, as follows: • Ready: The execution of the Intelligent Cube is complete. Click the link to see the results. • Waiting in Queue: The Intelligent Cube has not yet executed. It is executed when all objects ahead of it in the queue are completed or removed. • Error: The Intelligent Cube execution process returned an error or was invalid. Click the link to see the error page. If the Intelligent Cube can still execute successfully, the wait page may be displayed while it executes. You can click the Refresh my History List icon to update all current statuses. 2 You can sort items in the History List by Name, Status, or Message Creation Time. Click the sort triangle in any of the column headings. The reports, documents, analyses, and Intelligent Cubes are sorted according to the selected column heading. Click again to reverse the sort order. 3 To view the details of an Intelligent Cube, click the Details icon in the row that contains the Intelligent Cube whose details you want to view. The Details page opens, with information such as the owner of the Intelligent Cube, the date that the Intelligent Cube was sent to the History List, and so on. © 2012 MicroStrategy, Inc. Updating and refreshing imported data 43 2 Importing Data Advanced Reporting Guide 4 To rename Intelligent Cube results, select the Rename icon for the results to rename, then type a new name in the field. Click the Apply icon. 5 To remove Intelligent Cube results, select the check box for each link to remove and click Remove. You can remove all report, document, analysis, or Intelligent Cube results from the History List by clicking the Clear my History List icon. 44 Updating and refreshing imported data © 2012 MicroStrategy, Inc. 3 3. ADVANCED METRICS Report Data and Calculations Introduction This chapter builds on knowledge provided in the Building Query Objects and Queries, for Designers chapter of the MicroStrategy Basic Reporting Guide. You should already know how to create a simple metric, place it in a report, and set report subtotals. This chapter discusses the concepts necessary to create and use the following advanced metric functionality: • Level metrics: Modifying the context of data calculations, page 48 • Nested metrics, page 93 • Conditional metrics, page 96 • Transformation metrics: Time-based and other comparisons, page 124 • Compound metrics, page 129 • Creating metrics by combining metrics, filters, and transformations, page 133 • Metric subtotals, page 136 • Metric functions, page 146 • Join specifications, page 155 • Metric-specific VLDB properties: SQL and analytical customization, page 157 © 2012 MicroStrategy, Inc. 45 3 Advanced Metrics • Advanced Reporting Guide Metric column aliases: SQL identifiers and data types, page 158 chapter does not include Data Mining functions or predictive This metrics. Refer to Chapter 14, Data Mining Services for information on these topics. Before you begin This section reviews basic concepts covered in the MicroStrategy Basic Reporting Guide. If you need to brush up on metrics basics, this section is designed to help you. If you need a broader refresher on metrics, facts, attributes, prompts, and filters, see the MicroStrategy Basic Reporting Guide. Metrics are MicroStrategy objects that represent business measures and key performance indicators. They are calculations to be performed on data stored in the database and are similar to formulas in spreadsheet software. Questions such as “What were the sales for the eastern region during the fourth quarter?”, “Are inventory levels being consistently replenished at the beginning of each week?”, or “How many employees are currently working for our company?” can easily be answered by creating metrics. A metric definition must contain a formula, which determines the data to be used and the calculations to be performed on the data. A metric is categorized as one of the following types based on the functions used in its formula: • Simple metric: The formula of a simple metric is a mathematical expression based on at least one group function, such as sum or average, which is applied to facts, attributes, or other metrics. It can also contain non-group functions or arithmetic operators, in addition to the required group function. An example of the formula of a simple metric is Sum(Profit) where Cost and Profit are facts. The formula contains two group functions, Avg (which stands for average) and Sum. Another example is Avg((Cost + Profit)) 46 Before you begin © 2012 MicroStrategy, Inc. Advanced Reporting Guide 3 Advanced Metrics where Cost and Profit are metrics instead of facts. The formula contains a group function, so it is still a simple metric. term simple only refers to a metric’s structure; it does not The restrict you to simple calculations. • Compound metric: The formula of a compound metric is based on arithmetic operators and non-group functions. Arithmetic operators are +, -, *, and /; non-group functions are OLAP and scalar functions such as running sum or rank. The operators and functions can be applied to facts, attributes, or metrics. An example of the formula of a compound metric is RunningAvg(Cost) where Cost is a metric. The formula contains a non-group function, RunningAvg (which stands for running average). Another example is Sum(Cost) + Sum(Profit) where Cost and Profit are metrics. The addition expression, denoted by the + operator, makes this a compound metric. more background on the difference between simple and For compound metrics, refer to the Building Query Objects and Queries chapter of the MicroStrategy Basic Reporting Guide. For syntax and examples of all the functions that MicroStrategy supplies, see the Functions Reference. In addition to a formula, a simple metric can contain the following components: • The level, or dimensionality, determines the attribute level of calculation for the metric. For example, you can choose to calculate profit at the month level or the region level. By default, a metric is calculated at the report level, that is, at the level of the attributes of the report in which the metric is placed. For a more detailed description, including the components of level metrics, examples, and procedures see Level metrics: Modifying the context of data calculations, page 48. • Conditionality associates a filter to the metric calculation. This is an optional component. For a more detailed description, including examples and procedures, see Conditional metrics, page 96. • A transformation applies offset values, such as “one month ago” or “last year”, to the selected attributes. This allows you to perform time-series analysis, such as a comparison of revenue between this year and last year. A transformation is an optional component. For a more detailed © 2012 MicroStrategy, Inc. Before you begin 47 3 Advanced Metrics Advanced Reporting Guide description, including examples, see Transformation metrics: Time-based and other comparisons, page 124. None of these components can be set on the compound metric as a whole, although they can be applied separately on the metric or metrics that make up a compound metric. This explains why metrics are divided into the different types—so you know whether you can adjust the components of a metric. You can also create a metric that contains levels, a condition, and transformations, or any combination of these components. For an example, see Example of a conditional metric with a level, page 99. This chapter focuses on compound metrics and on simple metrics that use level, condition, and transformation components. For examples of and procedures to create simple metrics that do not use any of these components, see the Building Query Objects and Queries, for Designers chapter in the MicroStrategy Basic Reporting Guide. examples in this chapter are created with data from the All MicroStrategy Tutorial project unless otherwise indicated. In this chapter, the Metric Editor in Desktop is used to work with metrics. You can also use MicroStrategy Command Manager to work with metrics. Command Manager manipulates MicroStrategy objects by means of user-created scripts rather than a graphical user interface. This can be helpful if you have a large number of metrics to create or edit. For background information about Command Manager and how to use it, see the Automating Administrative Tasks chapter in the MicroStrategy System Administration Guide. For specific Command Manager syntax for working with metrics, see the online help for Command Manager. Level metrics: Modifying the context of data calculations By default, metrics are evaluated at the level of the attributes on the report; this is called the report level. For example, a revenue metric is set to the report level. When the metric is placed on a report containing Region, the metric calculates regional revenue. When it is placed on a report containing Customer, the revenue is calculated for each customer. You can set the level within the metric, allowing you to specify the attribute(s) to use in the metric calculation, regardless of what is contained on any report the metric is placed upon. A metric level is sometimes also 48 Level metrics: Modifying the context of data calculations © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Metrics 3 referred to as dimensionality, but the term level is used throughout this manual. Level metrics are useful for determining the contribution of one object to the whole. For example, you need to determine the contribution to revenue and profit of products bought by your top customers. Level metrics allow you to create contribution metrics, as shown in the following report, which can be helpful for marketing and customer service. report, which is called Products - By Top 10% Customers, is This available in the Customer Analysis Module, one of the MicroStrategy Analytics Modules. The Analytics Modules contain many industry-specific metrics and reports that can help you develop your custom application. The Revenue and Profit metrics are familiar; they are simply the sum of the Revenue fact or the Profit fact. On the surface, the contribution percentage metrics should be just as easy—product revenue divided by all revenue, or product profit divided by all profit. But how can you calculate at two different levels in the same metric? The answer is a level metric, which allows you to specify how the metric is calculated. For example, the % of All Revenue (by Product) metric used in the example above divides the Revenue metric by a metric called Revenue (Dimensionality All Products). The Revenue metric is calculated at the report level, in this case, for each product. A different number is calculated for each row of the report. In contrast, the level of the Revenue (Dimensionality All Products) metric has been set to product, which means that it reflects the © 2012 MicroStrategy, Inc. Level metrics: Modifying the context of data calculations 49 3 Advanced Metrics Advanced Reporting Guide revenue of all products. The same number is calculated for each row of the report, as shown below. The level is indicated between the curly braces ({ }) in the metric definition shown below: Sum(Revenue) {~, Product} The tilde (~) indicates that the report level is still part of the metric level. For information about how the report level provides flexibility and the effects of removing it, see Report level: Interaction with the context of reports, page 68. Elements of a metric level The elements needed to specify a level for a metric are described below. • Target: The target is the attribute level at which the metric calculation groups. For a more detailed description, see Target: The context of a calculation, page 56. • Grouping: Grouping determines how the metric aggregates. For a more detailed description, see Grouping: How aggregation is performed, page 57. • Filtering: Filtering governs how the report filter interacts with the metric calculation. For a more detailed description, see Filtering: Interaction with report filters, page 64. A target, grouping, and filtering combination composes one level unit. 50 Level metrics: Modifying the context of data calculations © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Metrics 3 These elements are set in the Metric Editor, using the metric definition window, which displays the complete metric definition, including its formula, level, condition, and transformation. When you select Level (Dimensionality) in the upper portion of this window, the Level (Dimensionality) component window appears below the metric definition area, as shown below. Clicking Reset changes the level unit back to the default of report level for the target and standard for filtering and grouping. The Add Report Level button becomes available if the report level has been removed from the metric level. Advanced button accesses the Level (Dimensionality) advanced The options dialog box, which is discussed in Level metrics: Applying the metric condition to the metric calculation, page 87 and Level metrics accepting dimensionality units to emulate MicroStrategy 6.x behavior, page 93. Metric level property symbols: Defining expression syntax The metric definition in the Metric Editor indicates the target of the metric level. You can display additional level properties to indicate the grouping and filtering settings. All information about the metric level is placed between curly braces ({ }). show the additional properties, select Show level To(dimensionality) properties on the View menu, or click the Show level (dimensionality) properties icon on the toolbar. This option is available only if the metric definition, not the formula or a component, is selected. © 2012 MicroStrategy, Inc. Level metrics: Modifying the context of data calculations 51 3 Advanced Metrics Advanced Reporting Guide The following table defines the metric level property symbols. Symbol Definition ~ Report level An attribute name Target Symbols placed before the target No symbol Grouping = Standard ! Grouping = None <| Grouping = Beginning fact >| Grouping = Ending fact < Grouping = Beginning lookup > Grouping = Ending lookup Symbols placed after the target + Filtering = Standard * Filtering = Absolute % Filtering = Ignore No symbol Filtering = None You can use this table as a reference as you continue learning about level metrics. Level metrics: A practical overview This section is designed to help you choose the right combination of level target, filtering, and grouping (referred to as elements) to achieve your desired results. This is only a brief overview, designed as a quick introduction for new users or a quick review for experienced metric creators. It shows the effects of different element settings on a single metric when used in the same report. The effects are summarized in Level metrics summary table, page 54. The elements of a metric level are described briefly below, with references to more detailed information following this section. 52 Level metrics: Modifying the context of data calculations © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Metrics 3 • Target: The target is the attribute level at which the metric calculation groups. For a more detailed description, see Target: The context of a calculation, page 56. • Grouping: Grouping determines how the metric aggregates. For a more detailed description, see Grouping: How aggregation is performed, page 57. • Filtering: Filtering governs how the report filter interacts with the metric calculation. For a more detailed description, see Filtering: Interaction with report filters, page 64. The base metric and report All the metrics in this section are based on a revenue metric that is the sum of the Revenue fact. The base report displayed below contains this Revenue metric, and the Category and Subcategory attributes. Each category is subtotaled, and a grand total is calculated. It has a report filter on the following subcategories: • Art & Architecture • Literature • Drama • Alternative The base report is shown below: © 2012 MicroStrategy, Inc. Level metrics: Modifying the context of data calculations 53 3 Advanced Metrics Advanced Reporting Guide Level metrics summary table The Revenue metric calculates the revenue for each subcategory displayed on the report. To Calculate Set Filtering To Set Grouping To Revenue at the category level, including only the subcategories displayed on the report Standard Standard Revenue at the category level, for all subcategories in the categories displayed on the report Absolute Standard Total revenue for the subcategories displayed on the report Standard None Total revenue for all subcategories in the categories displayed on the report Absolute None Total revenue for all subcategories in the project Ignore None All the level metrics described in this section have a target of Category. Category revenue examples The following report shows the base report with the addition of two new metrics, both measuring category revenue in different ways. Notice that the Category Revenue for Displayed Subcategories metric returns the same number as the category subtotal. That is, the Art & Architecture and Literature columns are the same as the Books Total. Why? • Standard filtering allows the report filter to interact as usual in the metric calculation. Therefore, only the subcategories in the report filter 54 Level metrics: Modifying the context of data calculations © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Metrics 3 are included in the metric calculation. This is affirmed by the grand total of this metric—it matches the total for the Revenue metric. This indicates that only the attributes displayed on the report are included in this Category Revenue metric. The numbers returned by the Category Revenue for All Subcategories in Displayed Categories metric are higher than the numbers for the other metrics on the report. Why? • Absolute filtering changes the filter on children of the target, by raising it to the level of the target, if possible. In this example, the report filter is Subcategory, which is a child of Category, the level target. Since the report filter is on a lower level than the target, the filter is raised to the level of the target. All subcategories in the categories on the report are included in the metric calculation. Why do the Category Revenue metrics calculate the same number for each row in a particular category? • Both metrics have standard grouping, which means that the metric groups by the attribute level of the target. In this case, the target is category. The metric calculation is rolled up to Category, so the same number is repeated for each row in a particular category. Total revenue examples The following report shows the base report with the addition of three new metrics, all measuring total revenue. The most obvious difference between this report and the Category Revenue example above is that each column contains only one number; each metric is returning only one result, regardless of row. Why? © 2012 MicroStrategy, Inc. Level metrics: Modifying the context of data calculations 55 3 Advanced Metrics • Advanced Reporting Guide All the metrics on this report, except for Revenue, have grouping set to none. No grouping means that the metric does not group on the target of category or the target’s child attributes, such as subcategory. Therefore, separate results are not calculated for the different attributes on the report; only one result is calculated. The Total Revenue for Displayed Subcategories metric returns the same number as the total for the Revenue metric. Why? • Standard filtering allows the report filter to affect the metric. Therefore, only the subcategories in the report filter are included in the metric calculation. This is confirmed by the number matching the total for the Revenue metric. This indicates that only the attributes displayed on the report are included in this Total Revenue metric. Refer to the report in Category revenue examples, page 54. Notice that the total for the Category Revenue for All Subcategories in Displayed Categories metric is the same amount calculated for the Total Revenue for All Subcategories in Displayed Categories metric on the total revenue report. Why? • Both metrics have filtering set to absolute. Absolute filtering raises the report filter to the level of the target, so all subcategories in the categories included on the report are added together. The result for the Total Revenue for All Subcategories metric is huge. Why? • It includes the total revenue for all subcategories in the entire project. Ignore filtering disregards filtering criteria based on the attribute in the target and its related attributes (both parents and children). In this case, subcategory in the report filter is ignored, so the report filter does not apply to this metric. Target: The context of a calculation The target is the attribute level at which the metric calculation groups. It determines the table to use to calculate the metric. Any set of attributes or a hierarchy can be the target. A special case is the default target, which is at the report level. For a more detailed description of the report level, including an example, see Report level: Interaction with the context of reports, page 68. 56 Level metrics: Modifying the context of data calculations © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Metrics 3 For specifics on using a hierarchy as a target, see Using a hierarchy as the target of a metric level, page 81. following examples use attributes as the target; for an example The using a hierarchy, see Level metrics review: Standard grouping, page 70. In the Revenue (Dimensionality All Products) metric discussed previously (see Level metrics: Modifying the context of data calculations, page 48), the target is Product. The target is indicated between braces in the metric definition, as shown below: Sum(Revenue) {~, Product} Grouping: How aggregation is performed Grouping determines how the metric aggregates. The result of this setting is reflected in the GROUP BY clause of the SQL command. The grouping options for levels include: • Standard groups by the attribute level of the target. That is, the metric calculates at the level of the target, if possible. • None excludes the attribute in the target from the GROUP BY clause. It also excludes any of the target attribute’s children. None is not an option if the target is set to the report level. Grouping options for nonaggregatable metrics The remaining grouping options are only used for nonaggregatable metrics. A nonaggregatable metric is one that should not be aggregated across an attribute. An example is an inventory metric. While the data warehouse records the inventory every month, these monthly numbers are not added together to calculate the yearly inventory. Instead, you may want to use the end-on-hand and beginning-on-hand inventory numbers to see how the total inventory changed over the year. These grouping options, described below, are used in such cases: • Beginning lookup uses the first value of the lookup table. • Ending lookup uses the last value of the lookup table. • Beginning fact accesses the first value of the fact table. © 2012 MicroStrategy, Inc. Level metrics: Modifying the context of data calculations 57 3 Advanced Metrics • Advanced Reporting Guide Ending fact accesses the last value contained in the fact table. Setting a metric level to one of the options listed above defines the metric as nonaggregatable. Whether you select a fact or lookup table largely depends on how the necessary information is stored. For example, to find the beginning-on- hand inventory for a particular item, you need to know how the inventory information is stored. If the inventory count is not taken on the first day of the week, as the lookup table requires, the inventory count should be taken from the fact table for the first recorded entry. is another important difference between accessing a fact table There and a lookup table. If a value, such as April sales, is missing from a fact table, the row still exists in the table and is reported as null or zero. If that same value is missing in a lookup table, the April row does not exist. The previous or next value (March or May) is reported, depending on whether the level is set to beginning or ending value. Grouping in the Products - By Top 10% Customers report Review the Products - By Top 10% Customers report described at the beginning of Level metrics: Modifying the context of data calculations, page 48. In the report, the % of All Revenue (by Product) metric divides the Revenue metric by a metric called Revenue (Dimensionality All Products). The Revenue metric is calculated at the report level, in this case, for each product. The level of the Revenue (Dimensionality All Products) metric has been set to product, with a grouping of none. This allows the calculation to total the revenue for all products, not just the single product on the particular row of the report. Therefore, the same number is calculated for each row of the report, producing the revenue percentage. The grouping is indicated in the metric definition. If the grouping is standard, an additional indicator is not displayed. If the grouping is set to none, as in the Revenue (Dimensionality All Products) metric, an exclamation mark is placed before the target name, as shown below: Revenue {~+, !Product+} this metric and do not see the exclamation mark, display Iftheyoulevelopenproperties. To do this, select Show level (dimensionality) properties on the View menu, or click the Show level (dimensionality) properties icon on the toolbar. 58 Level metrics: Modifying the context of data calculations © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Metrics 3 Level grouping examples A revenue metric is defined as: Sum(Revenue){~, Subcategory} The level target is set to Subcategory, with standard grouping. When this metric is placed on a report with the Subcategory attribute, the report results are shown below. This is only a subset of the report. Notice that the sales are calculated for each subcategory, because the metric is grouping at the subcategory level, as shown in the SQL: select a11.[SUBCAT_ID] AS SUBCAT_ID, max(a12.[SUBCAT_DESC]) AS SUBCAT_DESC, sum(a11.[TOT_DOLLAR_SALES]) as REVENUE from [CITY_SUBCATEG__SLS] a11, [LU_SUBCATEG] a12 where a11.[SUBCAT_ID] = a12.[SUBCAT_ID] group by a11.[SUBCAT_ID] © 2012 MicroStrategy, Inc. Level metrics: Modifying the context of data calculations 59 3 Advanced Metrics Advanced Reporting Guide Using the same metric on a report with the Item attribute, however, yields the following results. sample above is representative of the report, but rows were The removed to make it easier to see the changing values. Although each item is listed, the value for each item in a given subcategory is the same. The metric is calculating revenue by subcategory, based on the grouping level defined in the metric. The SQL for this report is, in essence, the same as the previous example: insert into TEMP_TABLE select a11.[SUBCAT_ID] AS SUBCAT_ID, sum(a11.[TOT_DOLLAR_SALES]) as REVENUE from [YR_CATEGORY_SLS] a11 group by a11.[CATEGORY_ID] select a11.[SUBCAT_ID] AS SUBCAT_ID, a11.[SUBCAT_DESC] AS SUBCAT_DESC, pa1.[REVENUE] as REVENUE from [TEMP_TABLE] pa1, 60 Level metrics: Modifying the context of data calculations © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Metrics 3 [LU_SUBCAT] a11 where pa1.[CATEGORY_ID] = a11.[CATEGORY_ID] Change the grouping to none on that same revenue metric and place it on a report with Category. Because Category is a parent of Subcategory, the metric can roll up to the Subcategory level. The report and its SQL are illustrated below. select a12.[CATEGORY_ID] AS CATEGORY_ID, sum(a11.[TOT_DOLLAR_SALES]) as REVENUE from [CITY_SUBCATEG_SLS] a11, [LU_SUBCATEG] a12, [LU_CATEGORY] a13 where a11.[SUBCAT_ID] = a12.[SUBCAT_ID] and a12.[CATEGORY_ID] = a13.[CATEGORY_ID] group by a12.[CATEGORY_ID] A more efficient method is including a total category sales fact table in the project. Instead of adding all the subcategories together, the category total could have been pulled directly from that table. However, having Subcategory in the level of the metric forces the report to use the subcategory sales table. © 2012 MicroStrategy, Inc. Level metrics: Modifying the context of data calculations 61 3 Advanced Metrics Advanced Reporting Guide If the same revenue metric, with the grouping set to none, is used on a report with Item, the report results are shown below. The metric calculates the same number for each item—the total for all the items included on the report. Because Item is a child of Subcategory, Item is excluded from the group by clause: insert into TEMP_TABLE select sum(a11.[TOT_DOLLAR_SALES]) as REVENUE from [CITY_SUBCATEG_SLS] a11 select a12.[ITEM_ID] AS ITEM_ID, a12.[ITEM_DESC] AS ITEM_NAME, pa11.[REVENUE] as REVENUE from [TEMP_TABLE] pa11, [LU_ITEM] a12 drop table TEMP_TABLE examples can be found in Level metrics review: Standard Additional grouping, page 70 and Level metrics review: No grouping, page 76. 62 Level metrics: Modifying the context of data calculations © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Metrics 3 Level grouping examples with nonaggregatable metrics Inventory is one example of a nonaggregatable metric. The following metric definition reports the inventory on hand at the end of the month. The level is set at the report level and at month, with a grouping of ending fact, so that the last entry in the fact table is used. Sum([End on hand]) {~, Month} level (dimensionality) properties are shown (click the Show level If(dimensionality) properties icon on the toolbar), the metric definition looks like Sum([End on hand]) {~+, >|Month+}. If grouping was set to beginning fact, the indicator would be <|. Similarly, the indicators for beginning lookup and ending lookup are < and >, respectively. See Metric level property symbols: Defining expression syntax, page 51. A report contains this metric and the month attribute. The last entry for each month in the fact table is placed on the report. No calculation is performed. is only a sample of different sections of the report, not the entire This report. When the same metric is used on a report with quarter, the value for each quarter is the value for the last month in the quarter. The monthly values for each quarter are not added together. For example, the on-hand inventory for © 2012 MicroStrategy, Inc. Level metrics: Modifying the context of data calculations 63 3 Advanced Metrics Advanced Reporting Guide March 2002 is 33,740. Since that is the last month in Q1, that value is reported on the quarterly report. Filtering: Interaction with report filters can also place a filter, or condition, on a level metric. See You Example of a conditional metric with a level, page 99 for an example and detailed description. Filtering in the Products - By Top 10% Customers report Review the Products - By Top 10% Customers report described at the beginning of Level metrics: Modifying the context of data calculations, page 48. In the report, the % of All Revenue (by Product) metric divides the Revenue metric by a metric called Revenue (Dimensionality All Products). The Revenue metric is calculated at the report level, in this case, for each product. The level of the Revenue (Dimensionality All Products) metric has been set to product, with filtering set to standard. The report filter contains a prompt for quarter and a filter for the top ten percent of customers based on revenue. Standard filtering means that revenue is calculated for only the quarter selected in the prompt. The filtering is indicated in the metric definition. Standard filtering is indicated by a plus sign after the target, as shown in the definition of the Revenue (Dimensionality All Products) metric shown below: Revenue {~+, !Product+} you open this metric and do not see the plus sign, the level Ifproperties are not displayed. To show them, select Show level 64 Level metrics: Modifying the context of data calculations © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Metrics 3 (dimensionality) properties on the View menu, or click the Show level (dimensionality) properties icon on the toolbar. Level filtering examples of the metrics in these examples, except the first report, have All grouping set to none. Consider the following report as a baseline to show the revenue for each Category and Subcategory. of the reports in these examples are presented in full; they are None only subsets of the complete report. A revenue metric is defined with Category as the target, no grouping, and standard filtering. A report is created with Category, Subcategory, this new revenue metric, and a filter for the Literature subcategory. When the report is executed, the revenue is the same for every row, as shown below. All categories are included on the report, even though the report filter is Literature. This is an effect of setting the grouping to none. Since Category in the target is a parent of Subcategory in the filter, all subcategories are © 2012 MicroStrategy, Inc. Level metrics: Modifying the context of data calculations 65 3 Advanced Metrics Advanced Reporting Guide included on the report. The metric value is the grand total of the filter, in this case, only Literature. The same report is created with a metric set to absolute filtering and no grouping. When the report is executed, the revenue is the same for every row, as shown below. Because of the absolute setting, the report filter rolls up to the level of the metric—that is, Subcategory is elevated to Category. Because 66 Level metrics: Modifying the context of data calculations © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Metrics 3 the report is filtered for the Literature subcategory, the value is revenue for the Books category. level (dimensionality) properties are shown, the metric definition Iflooks like Sum(Revenue) {~+, !Quarter*}. The asterisk denotes absolute filtering, the exclamation mark that grouping is set to none. See Metric level property symbols: Defining expression syntax, page 51. The same report is run, but this time with a metric that has level filtering set to ignore. Grouping remains set to none. Again the metric value is the same © 2012 MicroStrategy, Inc. Level metrics: Modifying the context of data calculations 67 3 Advanced Metrics Advanced Reporting Guide for the whole report, but now it is the grand total of all sales in the project. Since Category is related to Subcategory, the filter is also ignored. level (dimensionality) properties are shown, the metric definition Iflooks like Sum(Revenue) {~+, !Quarter%}. The percent sign denotes ignore filtering. Report level: Interaction with the context of reports When you create a metric, the level is set by default as the report level, that is, the metric calculates at the level of the attributes on the report on which the metric is placed. The level of a metric is indicated between curly braces ({ }) in the metric definition, as shown in the following simple Revenue metric: Sum(Revenue) {~+} The tilde (~) represents the report level with standard filtering, denoted by the plus sign (+). If you add item as a level, the metric definition changes to reflect the addition: Sum(Revenue) {~+, Item+} Notice that the report level has not been deleted. Keeping the report level allows the metric calculation to adapt to the report. If this revenue metric is placed on a report containing region, that attribute affects the metric 68 Level metrics: Modifying the context of data calculations © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Metrics 3 calculation, along with the level explicitly set on the metric (item). If you put the same metric on a report with customer, that attribute, as well as the metric level, is used in the metric calculation. In other words, the report level in the metric level tells the engine to group by all the attribute IDs on the report. The content of the report is reflected in the metric calculation. Removing the report level If the report level is removed, only the level explicitly set on the metric affects the metric calculation, regardless of what the report contains. For example, remove the report level from the revenue metric described previously. The metric definition now looks like the following: Sum(Revenue) {Item} Place this metric on a report with the Region attribute and two other revenue metrics, one with report level only and the other with report level and item. The report results are shown below. The Revenue: Report Level and Revenue: Report & Item metrics calculate the same result, providing the revenue for each region. The Revenue: Item metric calculates the revenue for all items, for all regions, in each row. The number is therefore the same for each row, since the metric does not differentiate between regions. The number is the same as the grand total of the report. As shown above, removing the report level allows you to easily remove grouping and calculate the metric across all hierarchies. The Revenue: Item metric can be used to compare the sales performance of targeted regions to the total sales in the company everywhere and for all time. You could include multiple attribute levels in a revenue metric, to create a “total sales” metric. A quicker and easier solution is to remove the report level target that is present © 2012 MicroStrategy, Inc. Level metrics: Modifying the context of data calculations 69 3 Advanced Metrics Advanced Reporting Guide by default and add any attribute as the target with no grouping, as in the Revenue: Item metric above. By removing the report level from the target and with no grouping for any other available attribute, the SQL does not generate a GROUP BY clause. Any attribute can be used for this purpose. You do not need to add more than one attribute, unless a special filtering behavior is required for the metric. If a special filtering behavior is required, then other attributes are required but they should not be grouped. This is a quick and easy way to do something that might otherwise involve multiple steps. It is especially helpful if you have many dimensions represented on a report that need to be included in the metric calculation to obtain the desired outcome. Level metrics review: Standard grouping This section describes how level metrics can help you answer your report requirements. In particular, it discusses how standard grouping interacts with different filtering options. Report samples, SQL code, and metric definitions are used to explain the results. Report requirements Your company has recently kicked off a new ad campaign targeted at certain areas that present high growth opportunities. In your regions, this consists of the Boston, New York, and Washington, DC call centers. You need to perform an analysis from different perspectives and are looking for answers to the following: 1 How do the sales of each call center compare to the total sales of the targeted call centers in a given region? 2 How do the sales of each call center compare to the total sales of all the call centers in a given region? 3 How do the sales of each call center compare to the total sales of all the call centers in a given region for a given category? 70 Level metrics: Modifying the context of data calculations © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Metrics 3 Report 1: Call center sales compared to total sales of targeted call centers in a given region Level metric: Grouping = Standard, Filtering = Standard In this case, the Regional Sales is equal to the sum of the revenues of the call centers in a given region. This sum takes into account only those call centers that are included in the report filter. For example, the Mid-Atlantic Regional Sales only includes the Washington, DC call center sales as this is the only call center from that region that has been included in the report filter. The metric groups at the target level of region because grouping is standard, as shown in the metric definition below: Sum(Revenue) {~+, Region+} With standard filtering, all of the report filter elements are included in the calculation of the metric. This occurs by placing the report filter in the WHERE clause of the SQL pass for this metric, as shown in the following example: sum(a11.[ORDER_AMT])as REGIONALSALES from [ORDER_FACT] a11,[LU_EMPLOYEE]a12, [LU_CALL_CTR] a13 where a11.[EMP_ID] = a12.[EMP_ID] and a12.[CALL_CTR_ID] = a13.[CALL_CTR_ID] and a12.[CALL_CTR_ID] in (5, 11, 12) group by a13.[REGION_ID] © 2012 MicroStrategy, Inc. Level metrics: Modifying the context of data calculations 71 3 Advanced Metrics Advanced Reporting Guide The report is displayed as follows: Revenue subtotals match up with the values of the total Regional The Sales. Report 2: Call center sales compared to total sales of all call centers in a given region Level metric: Grouping = Standard, Filtering = Absolute In this case, the Regional Sales is equal to the sum of revenues of all call centers included in a given region. Grouping continues to occur at the target attribute level of region. The metric definition is shown below: Sum(Revenue) {~+, Region*} With absolute filtering, the report filter is present in the subquery of the WHERE clause in the SQL pass for this metric as shown in the following example: select a13.[REGION_ID]) as REGION_ID, sum(a11.[ORDER_AMT]) as REGIONALSALES from [ORDER_FACT] a11,[LU_EMPLOYEE]a12, [LU_CALL_CTR] a13 where a11.[EMP_ID] = a12.[EMP_ID] and a12.[CALL_CTR_ID] = a13.[CALL_CTR_ID] and ((a13.[REGION_ID]) 72 Level metrics: Modifying the context of data calculations © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Metrics 3 in (select s21.[REGION_ID] from [LU_CALL_CTR] s21 where s21.[CALL_CTR_ID] in (5,11,12))) group by a13.[REGION_ID] The report is shown in the following figure: Note the following: • The Regional Sales values for the Mid-Atlantic region do not match the Revenue values because the Regional Sales metric includes all the call centers in the region, regardless of whether they are included in the report. The report filter is applied to the Revenue metric, so only Washington, DC is included in the subtotal. Likewise, the grand totals for the two metrics do not match. • With absolute filtering, the report filter is placed in the subquery of the WHERE clause only if it is of a lower level than the target. If the report filter is of a higher level than the target, there is no need for a subquery and so the engine does not use one. • The VLDB properties of the report can be changed to use two passes of SQL rather than a subquery. VLDB properties related to metrics are discussed in Metric-specific VLDB properties: SQL and analytical customization, page 157. © 2012 MicroStrategy, Inc. Level metrics: Modifying the context of data calculations 73 3 Advanced Metrics Advanced Reporting Guide Report 3: Call center sales compared to total sales of all call centers in a given region for a given category Level metric: Grouping = Standard, Filtering = Ignore In this case, the engine ignores the report filter and the report displays the Regional Sales as the sum of revenues of all the call centers in that region. The metric definition is shown below: Sum(Revenue) {~+, Region%} With no filtering, the report filter elements that are directly related to the target attributes are not placed in the WHERE clause of the SQL pass for the metric as shown in the following example: select a13.[REGION_ID]) as REGION_ID, sum(a11.[ORDER_AMT])as REGIONALSALES from [ORDER_FACT] a11,[LU_EMPLOYEE]a12, [LU_CALL_CTR]a13 where a11.[EMP_ID] = a12.[EMP_ID] and a12.[CALL_CTR_ID] = a13.[CALL_CTR_ID] group by a13.[REGION_ID] the report filter contains attribute elements such as category, these Ifattributes are not ignored because they are not directly related to the target attribute region. In the following example, since call centers are directly related to the target attribute region, the entire report filter is ignored for the Regional Sales metric. Regional Sales calculates values for all the call centers in each region, regardless of whether the call centers are shown on the report. This explains 74 Level metrics: Modifying the context of data calculations © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Metrics 3 why Regional Sales values for the Mid-Atlantic region are higher than the Revenue values. In the example that follows, the Electronics category is included in the report filter. For Regional Sales, the conditions in the report filter that are related to the target of Region (that is, Call Center) are ignored. Since Category is not related, the Regional Sales metric is calculated for Electronics only. Revenue is also calculated for Electronics only. filters are included in the WHERE clause of the level metric’s Security SQL statement even with absolute or ignore filtering. The engine includes the security filter to ensure that there is no breach in security for any level metric. With filtering ignored, the security filter is unioned with the report filter and is applied to the metric also. With absolute filtering, the security filter is applied in the subquery with the report filter. © 2012 MicroStrategy, Inc. Level metrics: Modifying the context of data calculations 75 3 Advanced Metrics Advanced Reporting Guide Level metrics review: No grouping This section describes how level metrics can help you answer your report requirements. In particular, it discusses the interaction between grouping set to none and different filtering options. Report samples, SQL code, and metric definitions are used to explain the results. Report requirements Your company has recently kicked off a new ad campaign targeted at certain areas that present high growth opportunities. In your regions, this consists of the Boston, New York, and the Washington, DC call centers. You need to perform an analysis from different perspectives and are looking for answers to the following: 1 How did the sales of these three call centers compare to the total of all three? 2 How did the sales of these three call centers compare to the total sales of all call centers within the targeted regions? 3 How did the sales of each of the three call centers compare to the sales of the entire company? 4 What were the sales in each region, based on the items sold in each call center in that region? The answers to these questions give you an insight into how the new campaign is being received in the targeted areas of your region. Report 1: Call center sales compared to total sales of targeted call centers Level metric: Grouping = None, Filtering = Standard In this business scenario, the Regional Sales metric calculates the total sales for all call centers present in the report filter. By changing grouping to none, the metric does not group by anything directly related to the target attribute specified within the metric. The metric definition is shown below: Sum(Revenue) {~+, !Region+} 76 Level metrics: Modifying the context of data calculations © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Metrics 3 Therefore, in this example, there is no GROUP BY statement in the SQL as the attributes call center and region are directly related to the metric target region. With standard filtering, the report filter elements are included in the WHERE clause of the SQL as shown in the following example. select sum(a11.[ORDER_AMT])as REGIONALSALES from [ORDER_FACT] a11,[LU_EMPLOYEE]a12 where a11.[EMP_ID] = a12.[EMP_ID] and a12.[CALL_CTR_ID]in(5,11,12) The report is displayed in the following figure: Report 2: Call center sales compared to total sales of call centers in targeted regions Level metric: Grouping = None, Filtering = Absolute In this scenario, the Regional Sales metric calculation includes the total for all the call centers present within all the regions listed in the report, and not just the call centers included in the report filter. The metric definition is shown below: Sum(Revenue) {~+, !Region*} With no grouping, the metric does not group by anything directly related to the target attribute specified within the metric. Since the attributes region and call center in this example are related to the target, there is no GROUP BY clause in the SQL as shown in the following example. © 2012 MicroStrategy, Inc. Level metrics: Modifying the context of data calculations 77 3 Advanced Metrics Advanced Reporting Guide select sum(a11.[ORDER_AMT])as REGIONALDOLL from [ORDER_FACT] a11,[LU_EMPLOYEE]a12, [LU_CALL_CTR]a13 where a11.[EMP_ID] = a12.[EMP_ID] and a12.[CALL_CTR_ID] = a13.[CALL_CTR_ID] and ((a13.[REGION_ID]) in (select s21.[REGION_ID] from [LU_CALL_CTR] s21 where s21.[CALL_CTR_ID] in (5,11,12))) Also, with absolute filtering, the report filter is placed in the subquery only if it is of a lower level than the target. The report is shown in the following figure: Report 3: Call center sales compared to total sales of entire company Level metric: Grouping = None, Filtering = Ignore The Regional Sales metric calculates the total company sales for all call centers, ignoring the three call centers that are filtered out in the report filter. The metric definition is shown below: Sum(Revenue) {~+, !Region%} 78 Level metrics: Modifying the context of data calculations © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Metrics 3 With no grouping, the metric does not group by anything directly related to the target attribute specified within the metric. Since the attributes region and call center are related to the target, there is no GROUP BY clause in the SQL as shown in the following example: select sum(a11.[TOT_DOLLAR_SALES])as REGIONALSALES from [YR_CATEGORY_SLS] a11 The report is shown in the following image: Report 4: Regional sales based on items sold in each call center in the region Level metric: Grouping = None, Filtering = None The Regional Sales metric calculates the total sales based on the number of items sold in each call center. The metric definition is shown below: Sum(Revenue) {~+, !Region} With no grouping, there is no GROUP BY clause for this metric calculation. With no filtering, you can define a fact of your choice in the calculation of a metric. This is accomplished by adding as many additional target attributes as necessary to the metric to force it to use the fact table that you want. Any target attribute that has no filtering borrows its filtering criteria from the other target attributes specified in the dimensionality of the metric. This allows you to choose the fact table but not alter the original intent of the report. The SQL statements for this example are as follows: © 2012 MicroStrategy, Inc. Level metrics: Modifying the context of data calculations 79 3 Advanced Metrics Advanced Reporting Guide Regional Sales (Target=Region, Filtering=Standard, Grouping= Standard) select a12.[REGION_ID] as REGION_ID, sum((a11.[QTY_SOLD]* a11.[UNIT_PRICE]-a11.[DISCOUNT]))) as REGIONALDOLL from [ORDER_FACT] a11, [LU_CALL_CTR]a12, [LU_EMPLOYEE]a13 where a11.[EMP_ID] = a12.[EMP_ID] and a12.[CALL_CTR_ID] = a13.[CALL_CTR_ID] and a11.[CALL_CTR_ID] in (5,11,12) group by a12.[REGION_ID] Regional Sales1 (Target1=Region, Filtering=Standard, Grouping= Standard, Target2=Item, Filtering=None, Grouping=Standard) select a12.[REGION_ID] as REGION_ID, sum((a11.[QTY_SOLD]* (a11.[UNIT_PRICE]-a11.[DISCOUNT]))) as REGIONALDOLL from [ORDER_DETAIL] a11,[LU_CALL_CTR] a12 where a11.[EMP_ID]=a12.[EMP_ID] and a11.[CALL_CTR_ID]=a12.[CALL_CTR_ID] and a11.[CALL_CTR_ID]in (5,11,12) group by a12.[REGION_ID] In this business scenario, if you want to use the Order_Detail fact table instead of the Order_Fact table, you include the Item attribute as the target. Since the Item attribute is found in the Order_Detail table and not in the 80 Level metrics: Modifying the context of data calculations © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Metrics 3 Order_Fact table, it forces the engine to use the Order_Detail fact table. The report is displayed in the following figure: this example, Regional Sales is calculated using both the InOrder_Fact table and the Order_Detail fact table just to show that the data in the Order Detail fact table adds up correctly to match the data in the Order fact table. Using a hierarchy as the target of a metric level You can use a hierarchy as the target of a metric level to allow the level metric to dynamically adapt to the report. When placed on a report with attributes from that hierarchy, the metric calculates at the level of the lowest attribute of that hierarchy. For example, a level metric with a target of Region calculates the regional revenue, regardless of what the report contains. If a level metric with the Geography hierarchy as the target is placed on a report with Region, the metric calculates the regional revenue. Placed on a report with Call Center, the metric calculates the revenue for Call Center. This example is explained in more detail in Hierarchy level metric examples, page 83. The complete rules for replacing the target hierarchy are discussed in Resolving a hierarchy in a level metric below. can be used as the target of a level metric to define the exact Attributes level of calculation for the metric. For information on using an attribute as the target of a level metric, see Level metrics: Modifying the context of data calculations, page 48. © 2012 MicroStrategy, Inc. Level metrics: Modifying the context of data calculations 81 3 Advanced Metrics Advanced Reporting Guide Resolving a hierarchy in a level metric When a hierarchy is used as the target in a level metric, the hierarchy is automatically replaced with an attribute when the report is executed. The rules for replacing the hierarchy are listed below: examples described below use the Products hierarchy, which The contains the following attributes, in order from highest to lowest: Category, Subcategory, and Item. • If the report grid contains attributes from the target hierarchy, the lowest attribute of that hierarchy found on the report is used as the target. A level metric with a target of Products, placed on a report with Category and Subcategory, calculates at the subcategory level. If the level metric uses standard grouping, the metric calculates a value for each subcategory. If the level metric is not grouped, the same number, the total for all the subcategories displayed on the report, is calculated for each row (Subcategory) of the report. • If the report grid does not contain attributes from the target hierarchy, the report filter is checked. If the report filter contains attributes from the target hierarchy, the lowest attribute of that hierarchy found in the filter is used as the target. A level metric with a target of Products, placed on a report with Region that is filtered for specific subcategories, calculates at the subcategory level. If the level metric uses standard filtering, the metric calculates only for the attributes in the filter. The same number, the total for all the subcategories on the report, is displayed for each row (Region) of the report. If the level metric uses absolute filtering, the target hierarchy is not included in the metric calculation, so the grand total across the project is displayed for each row. • If neither the report grid nor the report filter contains attributes from the target hierarchy, then the hierarchy is ignored. A level metric with a target of Products, placed on a report with Region that is filtered for Customer, calculates a grand total across the project, ignoring the target hierarchy. If the level metric ignores filtering, the target hierarchy is ignored in all instances. The level metric calculates a grand total across the project for all rows of the report. 82 Level metrics: Modifying the context of data calculations © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Metrics 3 Hierarchy level metric examples For example, the Geography Revenue metric is defined as: • Formula: Sum(Revenue) • Target: Geography hierarchy • Filtering: Standard • Grouping: Standard • No report level The Geography Revenue metric is placed on a report with attributes from the Geography hierarchy: Region and Call Center. Other metrics on the report include the Revenue metric and the Regional Revenue metric, which is a level metric with a target of Region. The report is filtered for Central and Mid-Atlantic. The report is shown below: • Revenue calculates at the level of the report, which is Call Center. • Regional Revenue calculates at the level of Region. The Regional Revenue values for both call centers in each region is the same. • Geography Revenue calculates at the level of the lowest attribute in the Geography hierarchy on the report, which is Call Center. © 2012 MicroStrategy, Inc. Level metrics: Modifying the context of data calculations 83 3 Advanced Metrics Advanced Reporting Guide Remove Call Center from the report; the results are shown below: All three metrics return the same numbers because: • Revenue calculates at the level of the report, which is now Region. • Regional Revenue continues to calculate at the region level. • Geography Revenue calculates at the level of the lowest attribute in the Geography hierarchy on the report, which is now Region. Add the Category attribute, which is not in the Geography hierarchy, to the report. The results are shown below: • Revenue calculates at the level of the report, which is now Region and Category. • Regional Revenue continues to calculate at the region level. 84 Level metrics: Modifying the context of data calculations © 2012 MicroStrategy, Inc. Advanced Reporting Guide • Advanced Metrics 3 Geography Revenue calculates at the level of the lowest attribute in the Geography hierarchy on the report, which is still Region. The Geography Metric amount is the same for each region, regardless of category. Replace Region with Call Center. The results are shown below: Now all three metrics return different results: • Revenue calculates at the level of the report, which is now Category and Call Center. • Regional Revenue continues to calculate at the region level. • Geography Revenue calculates at the level of the lowest attribute in the Geography hierarchy on the report, which is now Call Center. The Geography Metric amount is the same for each call center, regardless of category. © 2012 MicroStrategy, Inc. Level metrics: Modifying the context of data calculations 85 3 Advanced Metrics Advanced Reporting Guide Remove Call Center, so that no attributes in the Geography hierarchy remain on the report. The results are displayed below: • Revenue calculates at the level of the report, which is now Category. • Regional Revenue continues to calculate at the region level. Since no attributes from the Geography hierarchy are on the report, Regional Revenue calculates the revenue for all the regions on the report. Since the report is filtered for Mid-Atlantic and Central, only those regions are included in the calculation. • Geography Revenue calculates at the level of the lowest attribute in the Geography hierarchy on the report. The report grid does not contain any Geography attributes, but the report filter does. Like Regional Revenue, Geography Revenue calculates the same number for each row, the sum of all regions in the report. Remove the report filter, so that no Geography attributes remain in the report or report filter. The results are displayed below: • Revenue calculates at the level of the report, which is now Category. The number is higher than in the previous sample, since all regions are included in the calculation. • Regional Revenue continues to calculate at the region level. Since no attributes from the Geography hierarchy are on the report or in the report 86 Level metrics: Modifying the context of data calculations © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Metrics 3 filter, Regional Revenue calculates the revenue for all the regions on the report. Without a report filter, all regions in the project are included, so this is a grand total of all revenue in the project. • Geography Revenue calculates at the level of the lowest attribute in the Geography hierarchy on the report. Neither the report grid nor the report filter contains any Geography attributes. Like Regional Revenue, Geography Revenue calculates the same number for each row, the sum of all regions in the project. Level metrics: Applying the metric condition to the metric calculation The Filter setting: uncheck to exclude attributes absent in report or level (dimensionality) setting determines whether the metric filter is applied to the metric calculation. By default, the setting is selected. If it is cleared, filter attributes that are not on the report or in the level of the metric are not included in the metric calculation. For a detailed explanation of how the setting works, see Example of Filter setting, page 87. This setting can help you re-use the same metric in multiple reports. By clearing the Filter setting, the parts of the metric filter that are applied depend on what is included on the report. The example described in Re-use metrics with the Filter setting, page 90, illustrates how the setting allows you to re-use metrics. For a definition and examples of metrics containing metric filters, see Conditional metrics, page 96. brevity, this option is referred to as the Filter setting in the For remainder of the chapter. Example of Filter setting The following reports all contain revenue for books sold in California stores and shipped via Pronto Packages, but the revenue amount changes depending on the Filter setting. 1 Create a filter with the following conditions and name it CA Books Pronto: Call Center = San Diego and San Francisco Category = Books © 2012 MicroStrategy, Inc. Level metrics: Modifying the context of data calculations 87 3 Advanced Metrics Advanced Reporting Guide Shipper = Pronto Packages 2 Create a revenue metric and use the CA Books Pronto filter as the condition. By default, the Filter setting is selected. Name it Revenue (Attributes On). 3 Copy the Revenue (Attributes On) metric and rename it Revenue (Attributes Off). Edit the metric to clear the Filter setting, by following the substeps outlined below: Select Level (Dimensionality) in the breakdown window (under the heading Metric is defined as). The Definition window changes to display level options. Click Advanced in the Definition window. The Level (Dimensionality) advanced options dialog box opens. Clear the Filter setting: uncheck to exclude attributes absent in report or level (dimensionality) check box. Click OK to return to the Metric Editor. Click Save and Close to return to Desktop. 4 Create a report with the Region and Call Center attributes on the rows and the Revenue (Attributes On) metric on the columns. Execute the report. The results are displayed below: 5 Change to SQL view and notice the WHERE clause, as shown below: where a11.[EMP_ID] = a12.[EMP_ID] and a..11[ITEM_ID] = a.13[ITEM_ID] and a13.[SUBCAT_ID] = a14.[SUBCAT_ID] and a11.[CUSTOMER_ID] = a15.[CUSTOMER_ID] and a11.[EMP_ID] = a15.[EMP.ID] and a11.[ORDER_DATE] = a15.[ORDER_DATE] and a11.[ORDER_ID] = a15.[ORDER_ID] and a12.[CALL_CTR_ID] = a15.[CALL_CTR_ID] and a16.[REGION_ID] = a17.[REGION_ID] and(a12.[CALL_CTR_ID] in (2, 4) and a14.[CATEGORY_ID] in (1) and a15.[SHIPPER_ID] in (1) 88 Level metrics: Modifying the context of data calculations © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Metrics 3 The complete metric filter (Call Center, Category, and Shipper) is included in the metric calculation. 6 Save the report as CA Revenue (Attributes On). 7 Return to Design view. Delete the Revenue (Attributes On) metric and replace it with the Revenue (Attributes Off) metric. Execute the report. The results are displayed below: 8 Why has the revenue increased substantially? Change to SQL view to check the WHERE clause: where a11.[CALL_CTR_ID] = a12.[CALL_CTR_ID] and a12.[REGION_ID] = a13.[REGION_ID] and a11.[CALL_CTR_ID] in (2, 4) With the Filter setting turned off, only those attributes in the metric filter which are on the report or in the metric level are included in the metric calculation. In this report, only Call Center meets those requirements, since it is on the template. Because the metric conditions of Category = Book and Shipper = Pronto Packages are excluded, the revenue is calculated for all categories and all shipping companies, increasing the revenue amount dramatically. the previous examples, the metric level has not changed from the Indefault of report level, so the level does not affect the Filter setting. The next example in this procedure adds a metric level. 9 Save the report as CA Revenue (Attributes Off). 10 Copy the Revenue (Attributes Off) metric, renaming it Order Revenue (Attributes Off). Edit the metric to add Order to the metric level. 11 Copy the CA Revenue (Attributes Off) report, renaming it Order CA Revenue (Attributes Off). © 2012 MicroStrategy, Inc. Level metrics: Modifying the context of data calculations 89 3 Advanced Metrics Advanced Reporting Guide 12 Edit the new report. Delete the Revenue (Attributes Off) metric and replace it with the Order Revenue (Attributes Off) metric. Execute the report. The results are displayed below: 13 The revenue amount has changed again. Check the WHERE clause in the SQL view to discover why: where a11.[EMP_ID] = a12.[EMP_ID] and a.11[CUSTOMER_ID] = a13.[CUSTOMER_ID] and a.11[EMP_ID] = a13.[EMP_ID] and a.11[ORDER_DATE] =a13.[ORDER_DATE] and a.11[ORDER_ID] = a13.[ORDER_ID] and a12.[CALL_CTR_ID] = a14.[CALL_CTR_ID] and a14.[REGION_ID] = a15.[REGION_ID] and a12.[CALL_CTR_ID] in (2, 4) and a13.[SHIPPER_ID] in (1) Now the metric calculation includes Call Center because it is defined on the template. It also includes Shipper because it is in the same hierarchy as Order, which is the metric level. Category is not included, since it is neither on the report nor in the metric level. The metric calculates revenue in all categories for orders shipped by Pronto Packages for the California stores. Re-use metrics with the Filter setting The Filter setting can help you re-use the same metric in multiple reports. Clear the Filter setting so that the attributes on the report affect which parts of the metric filter conditions are applied. This eliminates the need to create and maintain multiple metrics, particularly if the metric and filter qualifications are complex. For example, a revenue metric has a condition that filters for the Northeast region and the Electronics category. With the Filter setting cleared, attributes from the metric condition that are not on the report or in the level of the metric are not included in the metric calculation. Since the default of 90 Level metrics: Modifying the context of data calculations © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Metrics 3 report level has not been changed, only the attributes on the report will affect the metric calculation, as shown in the table below. Metric Conditions Attributes on the Report Region = Northeast Category Revenue for the Electronics category in all regions Region = Northeast Call Center Category = Electronics Category Revenue for all Electronics in all Call Centers in the Northeast Region Category = Electronics Metric Results Place the metric on a report that contains Category. Revenue is calculated for the Electronics category across all regions. The metric condition for Region is not included in the metric calculation because the Filter setting ignores any attributes in the metric condition that are not on the report. Place the same metric on a report that contains Call Center and Category. Revenue is calculated for the Electronics category for all Call Centers in the Northeast Region. The metric condition for Region is now included in the metric calculation because the Filter setting only ignores any attributes in the metric condition that are not on the report or related to attributes on the report. Call Center and Region are in the same hierarchy and therefore related. The same metric returns different results on different reports, because the report attributes determine which qualifications are used in the metric calculation. You could achieve the same results with two different metrics, each with its own filter. Re-using the metric and filter decreases the time spent creating and maintaining them, especially if the metric and filter are more complex than this simplified example. The following procedure re-creates the example above, in particular showing how the report SQL is affected by the Filter setting. a more detailed description of metrics containing metric filters, For including examples, see Conditional metrics, page 96. To re-use a metric with the Filter setting 1 Create a filter with the following conditions and name it Northeast Electronics: © 2012 MicroStrategy, Inc. Level metrics: Modifying the context of data calculations 91 3 Advanced Metrics Advanced Reporting Guide Region = Northeast Category = Electronics 2 Create a revenue metric and use the Northeast Electronics filter as the condition. Keep the metric level set at report level. By default, the Filter setting is selected. Save the metric as Northeast Electronics Revenue -selected. 3 Copy the Northeast Electronics Revenue -- selected metric and rename it Northeast Electronics Revenue -- cleared. Edit the metric to clear the Filter setting, as described below: Double-click the Northeast Electronics Revenue -- cleared metric. The Metric Editor opens. Select Level (Dimensionality) in the breakdown window (under the heading Metric is defined as). The Definition window changes to display level options. Click Advanced in the Definition window. The Level (Dimensionality) advanced options dialog box opens. Clear the Filter setting: uncheck to exclude attributes absent in report or level (dimensionality) check box. Click OK to return to the Metric Editor. Save and close the metric. 4 Place the Northeast Electronics Revenue -- cleared metric on a report with Category. Switch to SQL View. As shown below, the WHERE clause does not filter for Region: where a11.[CATEGORY_ID] = a12.[CATEGORY_ID] and a11.[CATEGORY_ID] in (2) This occurs because Region (or any related attributes) is not on the report or in the level of the metric. 5 Next, create a new report. Use the same metric, but this time add Call Center to the grid. The WHERE clause does not filter for Category: where a11.[CALL_CTR_ID] = a12.[CALL_CTR_ID] and a12.[REGION_ID] in (1) Again, since Category is not on the report or in the level of the metric, the Category qualification does not affect the metric calculation. Call Center (from the report) is related to Region (from the metric condition) so only Northeast is included on the report. In both cases, the report attributes 92 Level metrics: Modifying the context of data calculations © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Metrics 3 determine which qualifications are used in the metric calculation. The same metric returns different results. 6 To finish this example, place the Northeast Electronics Revenue -selected metric on a new report with Category. Both the Region and Category qualifications are used because the metric’s qualifications are not affected by the report’s contents. where a11.[SUBCAT_ID] = a12.[SUBCAT_ID] and a.12[CATEGORY_ID] = A.13[CATEOGRY_ID] and (a11.[REGION_ID] in (1) and a12.[CATEGORY_ID] in (2)) Level metrics accepting dimensionality units to emulate MicroStrategy 6.x behavior The Allow other users to add extra units to this definition setting is used to emulate MicroStrategy 6.x behavior and affects only those projects that have been upgraded from 6.x. The option indicates whether the metric accepts dimensionality units. It is applied to metrics used at the template level and metrics used in the filter for a metric qualification. This dimensionality is merged with the original units to complete the metric level. This option is available on the Level (Dimensionality) advanced options dialog box, which is accessed from the Advanced button on the Level (Dimensionality) component window (shown in Elements of a metric level, page 50). Nested metrics Nested metrics, or nested aggregation metrics, are a type of simple metric, where one aggregation function is enclosed inside another. For example: Avg(Sum(Revenue)) The inner function Sum calculates the total for the Revenue fact, and the outer function Avg calculates the average of that result. Nested metrics are useful when the data warehouse does not store fact data at the level needed for a specific analysis, and are best used with each formula aggregated at a different attribute level. For information on levels, see Level metrics: Modifying the context of data calculations, page 48. © 2012 MicroStrategy, Inc. Nested metrics 93 3 Advanced Metrics Advanced Reporting Guide For example, you want to know the average revenue per category for every region. You can create a nested metric that first calculates the revenue for all categories, and then calculates the average for each region. The metric is defined as: Avg(Sum(Revenue) {~, Category}) {~, Region} The inner formula, Sum(Revenue), calculates the revenue at the Category level. The outer formula then calculates the average of the resulting values at the Region level. In the Metric Editor, the inner formula appears as a child of the outer formula, as shown below: The following report uses the above metric to display the average category revenue for each region. 94 Nested metrics © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Metrics 3 This is similar to creating a report that calculates the revenue by category for each region, and then enabling the Average subtotal, as shown below. The value of the Average subtotal is reflected in each row of the previous report: Creating a nested metric You can create a nested metric by directly typing the definition in the Metric Editor, or by adding an outer formula to a level metric that already exists in your project. the inner and outer functions for the nested metric must be Both aggregation functions, such as Sum, Average, Maximum, and so on. To type the definition for a nested metric 1 Under the File menu, select New, and then select Metric. The Metric Editor opens. If the New Metric dialog box is displayed, click the Empty Metric icon. If you do not want this dialog box to be shown in the future, select Don't show this dialog in the future. Click OK. For a full description of object templates, including a list of the objects that can use object templates, see Object templates, page 395. 2 Choose Empty Metric and click OK. © 2012 MicroStrategy, Inc. Nested metrics 95 3 Advanced Metrics Advanced Reporting Guide 3 In the Definition pane on the right, enter the formula for the metric. For example, Avg(Sum(Revenue) {~, Category}) {~, Region}, where Revenue is a fact. 4 Click Validate. You should receive a Valid Expression message in the status area. If not, check the formula for errors. 5 Click Save and Close. To use an existing level metric 1 Under the File menu, select New, and then select Metric. The Metric Editor opens. If the New Metric dialog box is displayed, click the Empty Metric icon. If you do not want this dialog box to be shown in the future, select Don't show this dialog in the future. Click OK. For a full description of object templates, including a list of the objects that can use object templates, see Object templates, page 395. 2 Choose Empty Metric and click OK. 3 In the Object Browser pane, browse to the level metric that you want to use. 4 Drag the metric into the Definition pane. 5 Enter the outer aggregation function, using the level metric as the argument. For example, Avg([Category Revenue]) {~, Region}, where Category Revenue is a level metric, defined as Sum(Revenue) {~, Category}. 6 Click Validate. You should receive a Valid Expression message in the status area. If not, check the formula for errors. 7 Click Save and Close. Conditional metrics You can think of conditionality as a metric filter that is independent of the filters on any reports the metric is used in. A conditional metric allows you to apply a filter to only one metric on a report while not affecting the other 96 Conditional metrics © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Metrics 3 metrics. The metric condition can be either a filter or a prompt that returns a list of filters. Only one filter or prompt can be associated with each metric, but that filter can contain multiple qualifications. See Conditional metrics with multiple qualifications, page 99, for an example of the latter. terms metric filter and metric condition are used interchangeably The to refer to the filter in a conditional metric. The following report includes a simple example of a conditional metric, to quickly show you what a conditional metric is in its most basic form. In this example, you need to review regional revenue for different categories. You can create a report containing Category, the Revenue metric, and conditional metrics for the regions. In the following report sample, the Northeast Revenue and Mid-Atlantic Revenue metrics are conditional metrics. Northeast Revenue uses the same formula as the Revenue metric, with a filter for the Northeast region. The Mid-Atlantic Revenue metric was created in the same way. Conditional metrics can help you create more sophisticated analyses than the simple report above, as discussed in the following examples. © 2012 MicroStrategy, Inc. Conditional metrics 97 3 Advanced Metrics Advanced Reporting Guide Conditional metric example The following report compares the paid salaries and bonuses of different departments. It uses a prompted report filter on year; the report sample below contains 2003 data. report, which is called Salary and Bonus Distribution by This Department, is available in the Human Resources Analysis Module, one of the MicroStrategy Analytics Modules. It is displayed as a graph report by default. The Paid Salary metric sums the Compensation Cost fact and has a condition, the Base Salary filter. This filter qualifies the Compensation Item attribute for Base Salary. The metric definition is shown below: Sum([Compensation Cost]) {~+} <[Base Salary]> Notice that the filter name is placed between angle brackets (< >). (Additional symbols are described in Metric level property symbols: Defining expression syntax, page 51.) The Paid Bonus metric is similar to Paid Salary, except its condition is Regular Bonus, which filters the Compensation Item attribute for Bonus. The metric definition is shown below: Sum([Compensation Cost]) {~+} <[Regular Bonus]> An additional requirement for this report is a comparison of the bonus amount to the salary amount. This is easy to do by combining the conditional metrics. Create a compound metric that divides the Paid Bonus metric by the Paid Salary. The metric definition is shown below: ([Paid Bonus] / [Paid Salary]) The new metric does not have its own condition; the condition on each of the constituent metrics is applied only to that metric. For a more detailed 98 Conditional metrics © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Metrics 3 description of compound metrics, including examples and procedures, see Compound metrics, page 129. Conditional metrics with multiple qualifications Only one filter can be associated with a metric, but that one filter can contain as many filter qualifications as needed. For example, you need a report showing a count of customers with the following qualifications: • Female • Living in the Central region • Active customers Create a filter with those three qualifications, apply the filter to the count metric, and add the metric to the report. The results are displayed below. The metric definition looks the same as any other conditional metric; the multiple filtering qualifications are contained within the filter placed on the metric. The metric definition is shown below: [Count of Customers (Customer Lookup)] {~+} <[Active Female Customers in Central Region]> Example of a conditional metric with a level You can create a metric with both a condition and a level. For instance, you need a report that compares all regional sales to sales in the Central region. © 2012 MicroStrategy, Inc. Conditional metrics 99 3 Advanced Metrics Advanced Reporting Guide Both conditions and levels are applied to metrics to achieve the desired result, which is shown below. The following descriptions of the metrics used in this report include metric definitions. In each metric definition, the information between the curly braces—{ }—indicates the metric level. Additional level properties have been displayed in these definitions to indicate the grouping and filtering settings. For a table of symbols, see Metric level property symbols: Defining expression syntax, page 51. For more general information on level metrics, see Level metrics: Modifying the context of data calculations, page 48. • Revenue Sum(Revenue) {~+} In the metric definition above, Revenue is the Revenue fact. The {~+} indicates that this metric calculates as the report level. In other words, the metric calculates revenue for the attributes on the report, in this case, the regional revenue. • Central Revenue Sum(Revenue) {~+,!Region+} <[Central]> where Revenue is the Revenue fact. This metric contains both a level (Region) and a condition (Central). It returns the revenue for the Central region, for each row on the report. How? The condition allows data only from the Central region into the metric calculation, regardless of what the report contains. The metric now returns the correct data (that is, $5,029,366) for every row on the report. You might think that your Central Revenue metric is complete. However, if you place this on the report, only one row, Central, would be returned. Why? 100 Conditional metrics © 2012 MicroStrategy, Inc. Advanced Reporting Guide 3 Advanced Metrics Think of the metric results as tables of data. The table for the Revenue metric contains a row for each of the regions in the project, with its corresponding revenue amount. The table for the Central Revenue metric contains only one row, the revenue for the Central region. The tables are matched on the Region column to create the report. The only match is Central, so only that row is returned. How can more rows be included on the report? Adding a level to the metric, with grouping set to none and a target of Region, returns eight rows of data in the report. The target is the attribute level at which the metric calculation groups. The target of the level is Region, but it can be any parent attribute of the attribute on the report (Region, in this case). So using Country would also work, since having the grouping set to none is more important than the actual attribute in the target. No grouping means that the metric does not group on the target, so the single row of the Central region revenue is paired with each row of the Revenue metric table. Standard filtering for the level, which is the default setting, allows the metric condition to apply to the metric calculation. Change the filtering to ignore, for example, and the metric condition is disregarded, defeating the purpose of the condition. • Variance from Central (Revenue - [Central Revenue]) where Revenue and Central Revenue are the metrics created above. This is a compound metric, since it uses an arithmetic operator (-). The levels and conditions set on the component metrics do not change when the metrics are combined in the compound metric, so the metric calculation is a straight-forward—Revenue - Central Revenue. a definition of compound metrics, including examples, see For Compound metrics, page 129. Creating a conditional metric Use the Metric definition area of the Metric Editor to set the metric condition. This area is split into two panes, the Metric component area on the top and the Definition pane on the bottom. The Metric component pane displays the complete metric definition, including its formula and calculation level, condition, and transformation components. When you select © 2012 MicroStrategy, Inc. Conditional metrics 101 3 Advanced Metrics Advanced Reporting Guide Condition in the Metric component pane, the Definition pane displays the conditions for the metric, as shown below. The steps below show you how to use the Metric Editor to create conditional metrics. The Metric Editor can be used to modify simple and compound metrics. Rather than using the Metric Editor to apply a filter to a single metric, you can use the Advanced Metric Assistant to combine multiple, simple metrics with multiple filters. This can help reduce the time required to create the conditional metrics for a project, as described in Creating metrics by combining metrics, filters, and transformations, page 133. can also create, edit, or delete multiple metrics at the same time You by using a Command Manager script. Command Manager is a MicroStrategy tool designed to automate certain tasks and processes. For more information about Command Manager, including instructions, see the Command Manager chapter of the System Administration Guide. To create a conditional metric 1 In Desktop, from the File menu, point to New and select Metric. The Metric Editor opens. 102 Conditional metrics © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Metrics 3 If the New Metric dialog box is displayed, click the Empty Metric icon. If you do not want this dialog box to be shown in the future, select Don't show this dialog in the future. Click OK. For a full description of object templates, including a list of the objects that can use object templates, see Object templates, page 395. 2 Create the metric formula by adding facts, attributes, metrics, operators, and/or functions. For example, to create the Paid Salary metric shown above, add the Compensation Cost fact from the Object Browser. The Sum function is automatically added. For detailed procedures to create basic metrics, see the Building Query Objects and Queries, for Designers chapter in the MicroStrategy Basic Reporting Guide. can set conditionality for simple metrics but not for You compound metrics. The formula of a simple metric is based on group functions (such as sum or average). For a quick review of simple metrics and formulas, see Before you begin, page 46. For a more detailed description of simple metrics, including examples, see the MicroStrategy Basic Reporting Guide. 3 Click Condition on the Metric component pane (located under the heading “Metric (metric name) is defined as”). The Condition definition pane displays below the Metric component pane. 4 Select the filter or prompt to place on the metric using one of the following methods: Use the Object Browser to locate the object, then drag it into the Condition definition pane. Click Browse. The Select a Filter dialog box opens, allowing you to select a filter from the displayed list, or navigate to locate the correct filter. object prompts in the dialog box, select Object Prompt in TotheseeObjects of type list. Only an object prompt, which allows you to choose a filter, can be used as a metric condition. 5 To modify a filter or prompt, select it and click Edit. The Filter Editor or Prompt Generation Wizard opens. After you complete your changes, click Save and Close (in the Filter Editor) or Finish (in the Prompt Generation Wizard) to return to the Metric Editor. 6 To remove a filter, select it and click Clear. © 2012 MicroStrategy, Inc. Conditional metrics 103 3 Advanced Metrics Advanced Reporting Guide 7 Save the metric. Advanced button accesses the Condition advanced options dialog The box. The advanced options govern the interaction of conditional metrics and report filters, as described in Embedding method, page 104, Remove related report filter elements, page 109 and Changing the condition advanced option defaults, page 121. Conditional metric and report filter interactions When a report contains a filter and a conditional metric, the report filter and the filter contained in the metric (the metric filter or metric condition) interact to produce the data for the conditional metric. The advanced options for the conditional metric establish this interaction. These options are described below. • The Embedding method, page 104 determines how the filters are merged by setting which filter is evaluated first. By default, the report filter is applied first. • The Remove related report filter elements, page 109 option is used when the report filter includes a qualification that uses an attribute related to an attribute in the metric condition. By default, the related attributes in the report filter are ignored. These options are dependent on one another; although they each affect the filter interaction differently, they also work together. After you understand the options separately, refer to Combining the embedding method and remove related elements settings, page 111 to learn how they come together to affect the conditional metric results. Embedding method Merging the report filter and the metric filter (also known as the metric condition) is accomplished by embedding one filter in the other or by embedding both filters in a new, empty filter. The options are described below. following diagrams represent the logic of the calculations, not the The actual data values calculated by the conditional metric. The cross-hatched area represents the results of the conditional metric, indicating that results are calculated in each scenario. The cross-hatching is not meant to represent that those results will necessarily be identical sets of data. 104 Conditional metrics © 2012 MicroStrategy, Inc. Advanced Reporting Guide 3 Advanced Metrics • Merge report filter into metric applies the report filter criteria to the data first. Then the metric filter is applied to the results of the first evaluation. This is the default setting. In the following diagram, the results for the conditional metric are represented by the cross-hatched circle. • Merge metric condition into report evaluates the metric filter first, then applies the report filter to those results. While the following diagram may look similar to the previous one at first glance, notice that the outer circle is for the conditional metric filter. the Merge report filter into metric option includes the Selecting symbol @2; in the metric formula. • Merge into new intersects the metric filter and the report filter. Only those results that meet both the metric filter and the report filter are returned. The intersection of the two filters, as shown by the © 2012 MicroStrategy, Inc. Conditional metrics 105 3 Advanced Metrics Advanced Reporting Guide cross-hatched area in the following diagram, is the data returned by the conditional metric on the report. Depending on the embedding method you select, symbols are added to the metric formula as described in the table below: Embedding Method Symbol Merge into new @1; Merge report filter into metric @2; Merge metric condition into report @3; A symbol is also added to determine if related report filter elements are removed, as described in Remove related report filter elements, page 109. The embedding method is relevant only if at least one filter contains a metric qualification, relationship qualification, or a shortcut-to-a-report qualification. The results from these types of qualifications can vary. For example, filtering on “country=US” always yields the same results. This is an example of an attribute qualification. However, filtering on “country where revenue is greater than $1000” can return different results if the data is for 2002 only, 2003 only, or both years combined. This is a metric qualification. a list of descriptions of the different types of qualifications, see For Types of qualifications, page 161. For example, you need to calculate revenue from high-volume customers, where high-volume is defined as a customer who has purchased more than 20 items. Create a conditional metric with a formula of Sum(Revenue), setting the condition as the set of customers where Units Sold > 20. You create a report containing the High-Volume Customer Revenue metric and a filter for the 75 most profitable items. How should the High-Volume Customer Revenue metric be calculated? That is, how should the report filter 106 Conditional metrics © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Metrics 3 and the metric filter work together? Several possibilities exist, and the embedding method allows you to specify which possibility fits your business requirements. Note that both the metric filter and the report filter contain a metric qualification, so the embedding method is relevant to this example. • Calculate the revenue for the 75 most profitable items, based on all customers, sold to the customers who bought more than 20 units of those top 75 items. To do this, you must select the top 75 most profitable items, using all customers in the calculation. Next, find the customers that bought more than 20 units of those 75 items. Finally, the metric calculates the sales of those 75 items to the selected customers. Since the report filter contains the qualification for the profitable items, the report filter must be applied first. Merge report filter into metric uses the results of the report filter to evaluate the metric filter. In this case, only one customer has bought more than 20 units of the selected items, as shown in the following report sample. • Calculate the revenue for the top 75 most profitable items among customers who have purchased more than 20 units of any item. To do this, you must first determine the customers who bought more than 20 units; these are the high-volume customers. Note that the units do not have to be of the same item. Next, find the 75 most profitable items that these big-volume customers bought. Finally, calculate the sales of those 75 items to the big-volume customers only. Since the metric filter contains the qualification for high-volume customers, the metric filter must be applied before the report filter. Merge metric condition into report uses the results of the metric filter to evaluate the report filter. Norman Klein is included on the report, as © 2012 MicroStrategy, Inc. Conditional metrics 107 3 Advanced Metrics Advanced Reporting Guide shown in the portion reproduced below, since we know from the previous example that he has bought more than 20 items. A total of 9653 customers are selected for this report, since the filter to find the high-volume customers is not restricted to specific items; any customer buying more than 20 units of any and all items is included. • Calculate the revenue for the 75 most profitable items, based on all customers, sold to customers who have purchased more than 20 items. To do this, you must determine the customers that bought more than 20 units of any items. Note that the units do not have to be of the same item. Select the top 75 most profitable items, using all customers in the calculation, not just the selected customers. Finally, calculate the sales of those 75 items to the selected customers only. You want to intersect the filters to obtain the results that meet both qualifications. Merge into new allows you to calculate the report filter and metric filter independently, then intersect the results when calculating the metric. Norman Klein is included on the report, as shown in the portion 108 Conditional metrics © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Metrics 3 reproduced below, since we know from the first example that he has bought more than 20 items. Notice that the revenue calculated for Hugh Abarca in this report is $2,010. In the second report, the value is shown as $1,993. Why? The list of items included in the revenue calculation differs between the two reports. The second example includes only those items sold to the high-volume customers, while the third selects from all items in the database, sold to any customer. A total of 9655 customers is selected for this report, slightly more than the previous example. Why? The second and third examples both start with the same list of customers, that is, customers who have purchased more than 20 of any and all items. However, as explained above, the list of profitable products differs between the two reports. For the second report, if a customer’s purchased units did not include any of the 75 most profitable items of the big-volume customers, he is not included on the report. another description of this setting, see Additional examples of the For embedding method options, page 121. Remove related report filter elements The Remove related report filter elements setting influences the interaction between the metric filter and the report filter. When the check box is selected, if the report filter contains a qualification based on an attribute related to an attribute in the metric filter qualification, the metric filter qualification takes precedence. This is the default. © 2012 MicroStrategy, Inc. Conditional metrics 109 3 Advanced Metrics Advanced Reporting Guide Depending on the embedding method you select, symbols are added to the metric formula as described in the table below: Embedding Method Symbol Merge into new @1; Merge report filter into metric @2; Merge metric condition into report @3; A symbol is also added to determine if related report filter elements are removed, as described in Remove related report filter elements, page 109. For example, a report contains a Revenue metric and the Category attribute. The metric filter is set to the New York Call Center only and the report filter to all southern regions (South, Southeast, and Southwest). Since Call Center and Region are related because they belong to the same hierarchy, the Remove related report filter elements setting is employed. The metric filter overwrites the report filter, so only New York revenue is included in the report. This setting allows you to ensure that the metric always calculates for the New York Call Center, regardless of whether other related elements are included in the report filter. If the check box is cleared, the results are the intersection of the filters. In this case, New York and Southern regions exclude each other, so the combined filter is empty. The report returns no data. Clearing the option allows the metric filter to intersect with the report filter. another description of this setting, see Additional examples of the For embedding method options, page 121. 110 Conditional metrics © 2012 MicroStrategy, Inc. Advanced Reporting Guide 3 Advanced Metrics The report filter itself is not changed; the setting determines the filter interaction only for the conditional metric. For example, add the Revenue metric to the previous report and see the results below. Note that the Revenue metric does not have conditions or levels. It uses the report filter and therefore calculates revenue by category for all the southern regions. If you select the Remove related report filter elements option, a plus (+) symbol is added after the symbol for the embedding method in the metric formula. If you clear the Remove related report filter elements option, a minus (-) symbol is added after the symbol for the embedding method in the metric formula. For information on the embedding method symbols, see Embedding method, page 104. Combining the embedding method and remove related elements settings The embedding method and the Remove related report filter elements setting work together to affect the interaction of the report filter and the metric filter. The following list describes all the possible combinations of these advanced settings. A report sample is included for each combination to provide a concrete example. you create these reports, be aware that the years and data have been Ifupdated in MicroStrategy Tutorial; the reports will not display the same values as the samples. The report samples build on the scenario described in Embedding method, page 104. You need to calculate revenue from high-volume customers, where a high-volume customer is defined as having purchased more than 20 items. To calculate that revenue, use a conditional metric with a formula of Sum(Revenue), setting the condition as the set of customers where Units Sold > 20. The report contains Year, the High-Volume Customer Revenue © 2012 MicroStrategy, Inc. Conditional metrics 111 3 Advanced Metrics Advanced Reporting Guide metric, and a filter for the 75 most profitable items in the following Customer Regions: Central, Northwest, South, and Southwest. examples are also explained using diagrams, in Combining the These embedding method and remove related elements settings: A visual explanation, page 116. • Merge report filter into metric with Remove related report filter elements selected. These are the default settings. The report filter criteria is applied to the data first. Then the metric filter is applied to the results of the report filter evaluation. If the report filter contains a qualification based on an attribute related to an attribute in the metric filter, the attribute qualification in the metric filter overwrites the report filter qualification. This occurs only in the conditional metric and only for the related attributes. In the sample report, the 75 most profitable items among customers in the specified Customer Regions are selected; these are the results from the evaluation of the report filter. The metric filter is applied to those results, so customers who bought more than 20 units of the selected items are chosen. The report filter condition on Customer Region is ignored because Customer Region is related to Customer in the metric filter. In the report shown below, notice the revenue for the two years; as the options are changed in the following reports, the calculated revenue amount will change. report is referred to as the 1-Merge report filter/Remove report This in the following sections. • Merge report filter into metric with Remove related report filter elements cleared. The report filter criteria is applied first, then the metric filter is applied to those results. All report filter elements, regardless of whether they are related to elements in the metric filter, are included in the criteria. 112 Conditional metrics © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Metrics 3 In the sample report, the 75 most profitable items among customers in the specified Customer Regions are selected; these are the results from the report filter. The metric filter is applied to those results, so customers in the specified Customer Regions who bought more than 20 units of the selected items are chosen. The results are shown below. report is referred to as the 2-Merge report filter/Keep report in This the following sections. In this case, the calculated revenue is the same as the previous report (1-Merge report filter/Remove report), because the top 75 items among all customers are the same items as the top 75 items in the specified Customer Regions. Since the items are the same, whether Customer Region is removed from the filter does not change the final results. can see samples of the SQL in SQL samples of “Merge report You filter into metric” reports, page 119 to see that the reports are different, even though the results are the same. • Merge metric condition into report with Remove related report filter elements selected. The metric filter criteria is applied to the data first. Then the report filter is applied to the results of the metric filter evaluation. Report filter elements that are related to the metric filter are ignored. In the sample report, the customers who bought more than 20 units of any items are selected; these are the results from the evaluation of the metric filter. The report filter is applied to those results, so the 75 most profitable items among the selected customers are chosen. Notice that Customer Region does not figure in any of these evaluations. This is because the report filter condition on Customer Region is ignored since © 2012 MicroStrategy, Inc. Conditional metrics 113 3 Advanced Metrics Advanced Reporting Guide Customer Region is related to Customer in the metric filter. The report results are displayed below. report is referred to as the 3-Merge metric filter/Remove report This in the following sections. The calculated revenue amount is significantly larger than the previous two reports (the “Merge report filter” reports), since the number of customers included on the report is larger. This report includes all the high-volume customers, regardless of what items they bought. It then calculates the revenue of the most profitable items that those customers bought. The “Merge report filter” reports select the most profitable items first, then include only those high-volume customers who bought those particular items. The number of customers is therefore smaller in the “Merge report filter” reports. • Merge metric condition into report with Remove related report filter elements cleared. The report filter is applied to the results of the metric filter, which includes all its elements. In the sample report, customers who bought more than 20 units of any item are selected; these are the results from the metric filter. The report filter is applied to those results, so the 75 most profitable items from the selected customers who are in the specified Customer Regions are chosen. The report results are shown below. report is referred to as the 4-Merge metric filter/Keep report in This the following sections. 114 Conditional metrics © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Metrics 3 As with the 3-Merge metric filter/Remove report, the metric values are significantly higher than the “Merge report filter” reports ($3,419,930 vs. $1,169). This is for the same reason—this report includes all the high-volume customers, regardless of what items they bought. However, these metric values are lower than the 3-Merge metric filter/Remove report because the 4-Merge metric filter/Keep report is filtered on Customer Region. The metric calculates revenue only for customers in the selected Customer Regions. The other report was calculated for all high-volume customers, regardless of the Customer Region. • Merge into new with Remove related report filter elements selected. The metric filter and report filter are calculated independently, and then the results are intersected during the metric calculation. If any report filter elements are related to any metric filter elements, the report filter elements are not included in the new filter. In the sample report, the customers that bought more than 20 units of any items are selected. Note that the units do not have to be of the same item. This condition comes from the metric filter. The report filter determines the top 75 most profitable items, using all customers not just the selected high-volume customers. Finally, the sales of those 75 items only to the selected customers is calculated. Notice that Customer Region does not figure in any of these evaluations. This is because the report filter condition on Customer Region is ignored since Customer Region is related to Customer in the metric filter. In short, this report calculates the revenue for the 75 most profitable items, based on all customers, sold to high-volume customers. The results are shown below. report is referred to as the 5-Merge into new/Remove report in This the following sections. Notice that the revenue values are closer to those in the 3-Merge metric filter/Remove report than in the 1-Merge report filter/Remove report. The difference is that this report determines the revenue for the 75 most profitable items on all customers, while the 3-Merge metric filter/ Remove report calculates the revenue for the 75 most profitable items © 2012 MicroStrategy, Inc. Conditional metrics 115 3 Advanced Metrics Advanced Reporting Guide sold to high-volume customers only. The list of items included in the revenue calculation therefore differs. However, both reports start with the same list of customers, that is, customers who have purchased more than 20 of any and all items. • Merge into new with Remove related report filter elements cleared. The results of the metric filter and report filter are intersected when the metric is calculated. All report filter elements, regardless of whether they are related to elements in the metric filter, are used to determine the results of the report filter. In the sample report, the metric filter determines the high-volume customers. The report filter determines the top 75 most profitable items, using all the customers in the specified Customer Regions, not just the high-volume customers. When the revenue metric is calculated, it determines the sales of the selected items to the high-volume customers in the specified Customer Regions. The results are shown below. report is referred to as the 6-Merge into new/Keep report in the This following sections. Notice that the revenue values are closer to those in the 4-Merge metric filter/Keep report than in the 2-Merge report filter/Keep report. The 4-Merge metric filter/Keep report and this report include all the high-volume customers, regardless of what items they bought. The metric values are lower than the 5-Merge into new/Keep report because this report filters for Customer Region. Combining the embedding method and remove related elements settings: A visual explanation The following diagrams provide a visual reference for the combinations discussed in the previous section. • Merge report filter into metric with Remove related report filter elements selected. These are the default settings. 116 Conditional metrics © 2012 MicroStrategy, Inc. Advanced Reporting Guide 3 Advanced Metrics Notice that the related report filter elements do not appear in the diagram, since Remove related report filter elements is selected. The results for the conditional metric are represented by the cross-hatched circle. • Merge report filter into metric with Remove related report filter elements cleared. Notice that this diagram includes all report filter elements, even those related to the metric filter. • Merge metric condition into report with Remove related report filter elements selected. Again, this diagram does not include the related report filter elements since Remove related report filter elements is selected. The difference between this diagram and the first diagram is the outer circle—in the first © 2012 MicroStrategy, Inc. Conditional metrics 117 3 Advanced Metrics Advanced Reporting Guide diagram it is the report filter, which is applied first. In this diagram, it is the metric filter that is applied first. • Merge metric condition into report with Remove related report filter elements cleared. The report filter is applied to the results of the metric filter. This diagram includes all report filter elements, even those related to the metric filter, since Remove related report filter elements is cleared. • Merge into new with Remove related report filter elements selected. The metric filter and the report filter are intersected. Only those results that satisfy the qualifications of both the metric filter and the report filter are returned. The intersection of the two filters, as shown by the cross-hatched area in the following diagram, is the data returned by the conditional metric on the report. 118 Conditional metrics © 2012 MicroStrategy, Inc. Advanced Reporting Guide 3 Advanced Metrics Notice that the related report filter elements do not appear in the diagram, since Remove related report filter elements is selected. • Merge into new with Remove related report filter elements cleared. As with the previous diagram, the metric filter and the report filter are intersected. The difference is the third circle, which represents the related report filter elements. Since Remove related report filter elements is cleared, those filter qualifications are intersected with the other qualifications. SQL samples of “Merge report filter into metric” reports The two reports with the embedding method set to Merge report filter into metric returned the same revenue values. This is just an anomaly of the Tutorial data. The following SQL samples illustrate the difference between the reports. In the second sample, the bolded items are customer data and are not included in the first sample. is not the exact SQL from the reports; the samples have been This edited for better readability. © 2012 MicroStrategy, Inc. Conditional metrics 119 3 Advanced Metrics Advanced Reporting Guide Remove related report filter elements selected select ORDER_DETAIL.CUSTOMER_ID AS CUSTOMER_ID from ORDER_DETAIL, TempTable where ORDER_DETAIL.ITEM_ID = TempTable.ITEM_ID group by ORDER_DETAIL.CUSTOMER_ID having sum(ORDER_DETAIL.QTY_SOLD) > 20.0 select LU_DAY.YEAR_ID AS YEAR_ID, sum(REVENUE) from ORDER_DETAIL, TempTable, LU_DAY where ORDER_DETAIL.CUSTOMER_ID = TempTable.CUSTOMER_ID and ORDER_DETAIL.ITEM_ID = TempTable.ITEM_ID and ORDER_DETAIL.ORDER_DATE = LU_DAY.DAY_DATE group by LU_DAY.YEAR_ID Remove related report filter elements cleared select ORDER_DETAIL.CUSTOMER_ID AS CUSTOMER_ID from ORDER_DETAIL, TempTable, LU_CUSTOMER, LU_CUST_CITY, LU_CUST_STATE where ORDER_DETAIL.ITEM_ID = TempTable.ITEM_ID and ORDER_DETAIL.CUSTOMER_ID = LU_CUSTOMER.CUSTOMER_ID and LU_CUSTOMER.CUST_CITY_ID = LU_CUST_CITY.CUST_CITY_ID and LU_CUST_CITY.CUST_STATE_ID = LU_CUST_STATE.CUST_STATE_ID and LU_CUST_STATE.CUST_REGION_ID in (7, 6, 4, 5) group by ORDER_DETAIL.CUSTOMER_ID having sum(ORDER_DETAIL.QTY_SOLD) > 20.0 select LU_CUST_CITY.YEAR_ID AS YEAR_ID, sum(REVENUE)from ORDER_DETAIL, TempTable, LU_DAY, LU_CUSTOMER, LU_CUST_CITY, LU_CUST_STATE where ORDER_DETAIL.ITEM_ID = TempTable.ITEM_ID and ORDER_DETAIL.CUSTOMER_ID = TempTable.CUSTOMER_ID and ORDER_DETAIL.ORDER_DATE = LU_DAY.DAY_DATE and ORDER_DETAIL.CUSTOMER_ID = LU_CUSTOMER.CUSTOMER_ID and LU_CUSTOMER.CUST_CITY_ID = LU_CUST_CITY.CUST_CITY_ID and LU_CUST_CITY.CUST_STATE_ID = LU_CUST_STATE.CUST_STATE_ID and LU_CUST_STATE.CUST_REGION_ID in (7, 6, 4, 5) group by LU_DAY.YEAR_ID 120 Conditional metrics © 2012 MicroStrategy, Inc. Advanced Reporting Guide 3 Advanced Metrics Changing the condition advanced option defaults In most circumstances, you want the report filter to apply to the conditional metric, except for qualifications that contain attributes related to attributes in the metric filter. The conditional metric should be calculated based on the specified metric condition, regardless of whether any attributes from the same hierarchy appear in the report filter. Therefore, by default, the embedding method is set to Merge report filter into metric and the Remove related report filter elements check box is selected. You can change these defaults, however. Choose the embedding method and whether to remove related elements, then select the Remember option setting check box. When you create another conditional metric, the new defaults are used. Additional examples of the embedding method options The following examples offer another scenario to explain how conditional metrics and report filters affect each other. You want to identify the bottom 10 items in terms of revenue but you want to place an additional qualification to include only those items where sales are greater than $100. You place the Bottom 10 qualification in the report filter and the Revenue greater than $100 qualification in the metric condition. The results are shown below: Only 3 rows are returned, instead of the 10 you expected based on your Bottom 10 qualification. Why? By default, the report filter is applied first and then the metric filter is applied to that result set. This means that the bottom 10 sales are determined first, and then, of those bottom 10 sales, only those items with sales greater than $100 are returned on the report. The number of rows on the report is only 3, since most of the 10 items returned by the report filter have sales less than $100. © 2012 MicroStrategy, Inc. Conditional metrics 121 3 Advanced Metrics Advanced Reporting Guide If you place the bottom 10 qualification in the metric and the revenue greater than $100 qualification in the report filter, the report results change, as shown below: The report contains 10 rows, as expected, and all items have a revenue higher than $100. Since the report filter is applied first, all items with sales greater than $100 are found first. Then the metric condition is applied to those results. The bottom 10 revenue items are then selected, so the report returns 10 rows. To get the results you want, you can switch the qualifications, as shown in these examples above, or you can change the embedding method. The previous two examples used the default embedding option, which is Merge report filter into metric. Change the embedding option to Merge metric condition into report. Now the metric filter is evaluated first, and then the report filter is applied to those results. That is, the bottom 10 sales are determined and then, of those bottom 10, only those items with sales greater than $100 are returned on the report. The report, shown below, is identical to the first report example. Only 3 rows are returned, since 7 of the 10 items returned by the metric filter have sales less than $100. Change the embedding option to Merge into new, and the metric filter and the report filter are intersected. Only those items that are in the bottom 10 in 122 Conditional metrics © 2012 MicroStrategy, Inc. Advanced Reporting Guide 3 Advanced Metrics terms of sales and have sales greater than $100 should be included. The results should be the same as the above report sample, with 3 rows of data. However, the report contains 10 rows of data. The bottom 10 items are listed, but some of them have revenue of less than $100. It does not seem that the report filter is being applied. Why? The embedding method is not the only option for conditional metrics that affects the interaction between filters. The Remove related report filter elements setting also influences the relationships between filters. By default, related report filter elements are removed. In this example, the filters use the same element (Item), so the report filter is ignored. Only the metric filter, for the bottom 10 sales, is applied. For a detailed description of how this setting works, see Remove related report filter elements, page 109. For a description of how the two settings interact, including a list of all the possible combinations, see Combining the embedding method and remove related elements settings, page 111. Advanced options for metric filter and report filter interaction Both conditional metrics and level metrics have advanced options that affect filters. The difference is that the advanced option for level metrics applies the metric filter to the metric calculation, while the advanced option for © 2012 MicroStrategy, Inc. Conditional metrics 123 3 Advanced Metrics Advanced Reporting Guide conditional metrics sets the interaction between the metric filter and the report filter. Metric Type Option Name Description Level Determines whether the metric filter is applied to the metric calculation. Filter setting: clear selection to exclude attributes absent in report or level (dimensionality) By default, the setting is selected. If it is cleared, filter attributes that are not on the report or in the level of the metric are not included in the metric calculation. For a description of level metrics, including examples, see Level metrics: Applying the metric condition to the metric calculation, page 87. Conditional Remove related report filter elements Influences the interaction between the metric filter and the report filter. By default, the setting is selected. If the report filter contains a qualification based on an attribute related to an attribute in the metric filter qualification, the metric filter qualification takes precedence. For a more detailed description of how this setting works with the report filter, including examples, see Conditional metric and report filter interactions, page 104. Transformation metrics: Time-based and other comparisons You need to compare business unit costs on a quarterly basis. In the Financial Reporting Analysis Module, one of the MicroStrategy Analytics Modules, the business unit costs are represented by the Account Amount fact, which is the actual amount of each recorded transaction. To calculate the Account Amount, create the following metric, called Actual Amount, to calculate the dollar value of the accounts: Sum([Account Amount]) {~+} Now, how do you count last quarter’s costs? You apply a transformation to your Account Amount metric. A transformation maps a specified time period to another time period. In other words, it applies an offset value, such as current quarter minus one quarter. the vast majority of transformations are used for time Although periods, not all are. Non-time-based transformations are discussed briefly at the end of this section. 124 Transformation metrics: Time-based and other comparisons © 2012 MicroStrategy, Inc. Advanced Reporting Guide 3 Advanced Metrics Transformation-style analysis can also be supported using the Lag and Lead functions provided with MicroStrategy. These functions can be used to define metrics that compare values from different time periods without the use of transformation objects. For information on using these functions to support transformation-style analysis, see the Functions Reference. Time-based transformations Time transformations are used in metrics to compare values at different times, such as this year versus last year or current date versus month-to-date. The last year transformation maps each time period to its corresponding time period last year, while the month-to-date transformation maps each time period to a set of time periods that comprise the entire month to date. MicroStrategy provides numerous prebuilt transformations, although you can create your own as needed. One of the MicroStrategy-provided transformations answers our needs for the following example. are schema objects and therefore only a project Transformations designer with “Create schema objects” privileges can create them. Accordingly, this section focuses on how to use transformations in metrics and reports, and provides only an overview of transformations in general. For detailed information about transformations and how to create them, refer to the Transformations chapter of the MicroStrategy Project Design Guide. The definition of the new transformation metric is: Sum([Account Amount]) {~+} | [Last Quarter] | In the metric definition, a transformation is placed between pipe symbols (|). (See the table of symbols in Metric level property symbols: Defining expression syntax, page 51.) The two metrics are placed on a report with the © 2012 MicroStrategy, Inc. Transformation metrics: Time-based and other comparisons 125 3 Advanced Metrics Advanced Reporting Guide Account Type attribute, as well as other metrics. The results are shown in the following figure. report, which is called BU Cost Comparison by Quarter, is This available in the Financial Reporting Analysis Module, one of the MicroStrategy Analytics Modules. This report uses a prompted report filter on quarter and business unit; the report sample above is for the second quarter of 2005 and Consulting General USA business unit. Transformations are useful for such time-series analyses, which are relevant to many industries, including retail, banking, and telecommunications. Another typical example of this type of analysis is a TY/LY comparison (This Year versus Last Year). To calculate a variance or a growth percentage such as last year’s revenue versus this year’s revenue, a transformation is convenient and flexible, although there are alternatives. For example, you can use filters to create the TY/LY comparison. To calculate this year’s revenue, add a filter for this year to the Revenue metric. Similarly, to calculate last year's revenue, use the Revenue metric in conjunction with a filter for last year. However, a more flexible alternative is to use a previously created Last Year transformation in the definition of a new metric, called Last Year Revenue. With a single filter, on 2003 for example, the two metrics Revenue and Last Year Revenue give you results for 2003 and 2002, respectively. In this example, two filters were created for the report, while the transformation needs only one. The same transformation metric can be applied to a report with a different filter to achieve different results, while, without a transformation, new filters would have to be created to build a different report. Transformations are usually the most generic approach and can be re-used and applied to other time-series analyses. 126 Transformation metrics: Time-based and other comparisons © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Metrics 3 Since a transformation represents a rule, it can describe the effect of that rule for different levels. For instance, the Last Year transformation intuitively describes how a specific year relates to the year before. It can also express how each month of a year corresponds to a month of the prior year. In the same way, the transformation can describe how each day of a year maps to a day of the year before. This information defines the transformation and abstracts all cases into a generic concept. That is, you can use a single metric with a last year transformation regardless of the time attribute contained on the report. Non-time-based transformations While transformations are most often used for discovering and analyzing time-based trends in your data, not all transformations have to be time-based. For example, a transformation can map defunct product codes to new ones. An example of a non-time-based transformation is This Catalog/Last Catalog, which might use catalog_ID-1 to perform the transformation. Year-to-date transformation example You need to compare the number of units sold today to the number of units sold from January 1 through today. Create a metric that sums the fact Units Sold. Create a second metric identical to the first, but add the predefined Year to Date transformation. This metric definition is shown below: Sum([Units Sold]) {~+} | [Year to Date] | Place the two metrics on a report with the Item attribute. A sample of the results is shown in the following image, sorted by Item. © 2012 MicroStrategy, Inc. Transformation metrics: Time-based and other comparisons 127 3 Advanced Metrics Advanced Reporting Guide The Units Sold and YTD Units Sold metrics calculate the same value. Why? The transformation has not been given a date to transform, so both metrics calculate the number of units sold for all time. In the transformation example at the beginning of this section, with the number of Web visitors, the report contained the Date attribute and a filter on time. To correct the problem using this current example, add a report filter that prompts the user for a specific date. If a user answers 9/21/2004 to the prompt, the report returns the following: The Units Sold metric returns the number of units sold on 9/21/2004, while the YTD Units Sold metric calculates the units sold from 1/1/2004 until 9/ 21/2004. re-create these reports, be aware that the years and data have Ifbeenyouupdated in MicroStrategy Tutorial; the reports will not display the same values as the samples. Transformation metrics in the Metric Editor A metric transformation is set in the Metric Editor, using the metric definition window, which displays the complete metric definition, including its formula, level, condition, and transformation. When you select Transformation in the upper portion of this window, the Transformation 128 Transformation metrics: Time-based and other comparisons © 2012 MicroStrategy, Inc. Advanced Reporting Guide 3 Advanced Metrics component window appears below the metric definition area, as shown below. Use the Object Browser on the left side of the Metric Editor to select the transformation for the metric. To remove a transformation, select it in the Transformations window and click Remove. You can add multiple transformations to the same metric. The arrows allow you to reposition the transformations and thereby change the order they are evaluated. To delete all the transformations, click Reset. Rather than using the Metric Editor to apply a transformation to a single metric, you can use the Advanced Metric Assistant to combine multiple, simple metrics with multiple transformations. This can help reduce the time required to create the transformation metrics for a project, as described in Creating metrics by combining metrics, filters, and transformations, page 133. Compound metrics The formula of a compound metric is based on arithmetic operators and non-group functions. Arithmetic operators are +, -, *, and /; non-group functions are OLAP and scalar functions such as running sum or rank. The operators and functions can be applied to facts, attributes, or metrics. non-group functions that are frequently employed are Several described in Metric functions, page 146. © 2012 MicroStrategy, Inc. Compound metrics 129 3 Advanced Metrics Advanced Reporting Guide The following are examples of compound metric formulas: • Sum(Cost) + Sum(Profit) where Cost and Profit are facts joined by an arithmetic operator • Cost + Profit where Cost and Profit are metrics joined by an arithmetic operator • RunningAvg(Cost) where Cost is a metric and RunningAvg is a non-group function You cannot set the level, conditionality, or transformation for a compound metric as a whole. A compound metric draws this information from each of its component metrics; each component metric can have its own levels, condition, and transformations. For example, levels can be set on the Cost and Profit metrics in the examples above, but not on the formula of the compound metric that contains them. However, compound metrics, unlike simple metrics, can have smart subtotals, which allow a different evaluation order for the calculation. For more information on smart subtotals (also called smart metrics), see Smart subtotals, page 132. You can also control how the expression or metrics within the compound metric are joined, as described in Formula join type for compound metrics, page 133. Compound metric example The following report compares actual amounts to forecasted amounts. It is used to assess differences between projected amounts, referred to as 130 Compound metrics © 2012 MicroStrategy, Inc. Advanced Reporting Guide 3 Advanced Metrics forecasts, and the actual amounts for the selected time period. This report sample presents only a subset of the entire report, as it is a long report. report, which is called Actual - Forecast Comparison, is available This in the Financial Reporting Analysis Module, one of the MicroStrategy Analytics Modules. The report is prompted for year and corporation; the sample is for 2004 and Global Enterprises USA. The first two metrics, Actual Amount and Forecast Amount, are simple metrics. The Actual Amount is the sum of the fact Account Amount, which is the dollar value of all the accounts. The Forecast Amount is the sum of the fact Account Forecast Amount, which is a calculated value generally assigned to the accounts quarterly and usually adjusted monthly. These definitions are shown below: Sum([Account Amount]) {~+} Sum([Account Forecast Amount]) {~+} The {~+} indicates that the metrics are calculated at the report level; for an explanation of how the report level affects metric calculation, see Report level: Interaction with the context of reports, page 68. See the table of symbols in Metric level property symbols: Defining expression syntax, page 51. The last two metrics on the report are compound metrics based on these simple metrics. The metric definition for Actual - Forecast Amount Difference simply subtracts Forecast Amount from Actual Amount, as shown below: ([Actual Amount] - [Forecast Amount]) © 2012 MicroStrategy, Inc. Compound metrics 131 3 Advanced Metrics Advanced Reporting Guide The Actual - Forecast Amount Variance metric determines the ratio of the difference to the forecast amount, as shown below: ((1.00001 * ([Actual Amount] - [Forecast Amount])) / (1.00001 * [Forecast Amount])) Notice the lack of symbols for levels, conditions, or transformations in the formulas of the compound metrics. If this information were present, it would come from the simple metrics. In this case, the compound metrics are calculated at the report level. Smart subtotals Smart subtotals are also referred to as smart metrics. A compound metric, at a high level, can be composed of multiple objects joined by arithmetic operators, such as Metric1/Metric2 or (Fact1 + Fact2)/Fact3. The subtotal of a compound metric can be calculated in different ways: • Calculate the sum of all parts of the compound metric, then calculate the compound metric. This formula is represented by Sum(Metric1)/ Sum(Metric2). • Calculate the compound metric for each row of the report, and then roll up the data to the correct level. This formula is represented by Sum(Metric1/Metric2). The first case uses smart subtotals, which calculate subtotals on the individual elements of a metric. For example, the Profit Margin metric is calculated as the Profit metric divided by the Revenue metric. The Profit Margin metric can be totaled as follows: • Add all the profit values together. Add all the revenue values together. Divide the two sums. This is a smart metric. • Divide each profit value by each revenue value. Sum up these ratios. 132 Compound metrics © 2012 MicroStrategy, Inc. Advanced Reporting Guide 3 Advanced Metrics These different totals are both shown in the following report. Notice that the totals for the two Profit Margin metrics are different. Profit Margin simply sums the Profit Margin column, adding 24.26% and 24.14% to arrive at 48.40%. Smart Profit Margin divides the Profit total by the Revenue total, calculating the correct percentage of 24.20%. smart metric setting is applied in the Metric Editor. To toggle The smart metrics on and off, use the Allow Smart Metric check box at the bottom of the Subtotals/Aggregation tab. Formula join type for compound metrics A compound metric contains multiple expressions or metrics. You can define how these elements are joined using the Metric Formula Join Type dialog box. This dialog box is accessed from the Advanced Settings option in the Tools menu of the Metric Editor. The join types for a metric base formula are as follows: • A default join is a join that is defined in each element. • An inner join includes only data that is common across all elements. • An outer join includes data that apply to every metric in a report. Creating metrics by combining metrics, filters, and transformations Rather than using the Metric Editor to apply a filter or transformation to a single metric, you can use the Advanced Metric Assistant to combine © 2012 MicroStrategy, Inc. Creating metrics by combining metrics, filters, and transformations 133 3 Advanced Metrics Advanced Reporting Guide multiple metrics with multiple filters or transformations. This can help reduce the time required to create the metrics for a project. can also create multiple metrics at the same time by using a You Command Manager script. Command Manager is a MicroStrategy tool designed to automate certain tasks and processes. For more information about Command Manager, including instructions, see the Command Manager chapter of the System Administration Guide. The Advanced Metric Assistant allows you to combine simple metrics with filters or transformations to create metrics with additional analytical capabilities. Combining metrics with filters allows you to apply conditionality to your metrics (see Conditional metrics, page 96), while combining metrics with transformations allows you to compare values at different times (see Transformation metrics: Time-based and other comparisons, page 124). Using the Advanced Metric Assistant, you can combine simple metrics with filters, transformations, or both to create metrics with additional analytical capabilities. The steps below show you how to use the Advanced Metric Assistant to combine simple metrics with filters, transformations, or both. Prerequisites • You have created simple metrics to combine with filters, transformations, or both. Compound metrics, level metrics, and metrics that already use conditions or transformations cannot be used with the Advanced Metric Assistant. For information on creating simple metrics, see the Basic Reporting Guide. • If you plan to create conditional metrics, you must have created filters. For information on creating filters, see Advanced Filters, page 159. • If you plan to create transformation metrics, you must have created transformations. For information on creating transformations, see the Project Design Guide. To combine metrics with filters, transformations, or both 1 In MicroStrategy Desktop, log in to a project. 2 From the Tools menu, select Advanced Metric Assistant. The Advanced Metric Assistant opens. can also access the Advanced Metric Assistant by first You selecting metrics. Select a metric or metrics to combine with filters 134 Creating metrics by combining metrics, filters, and transformations © 2012 MicroStrategy, Inc. Advanced Reporting Guide 3 Advanced Metrics to create conditional metrics. Right-click your selection, point to Create Advanced Metrics, and select Add Filter or Add Transformation. The Advanced Metric Assistant opens. To select metrics 3 From the Metrics tab, you can include a metric or metrics to combine with filters or transformations. Use the arrows to add or remove metrics to combine with filters or transformations to create new metrics. To select filters 4 If the Filter tab is not shown, from the Options menu, select Show Filters. You can also choose to hide this tab if you do not plan to combine metrics with filters. To hide the Filter tab, from the Options menu, select Hide Filters. 5 From the Filters tab, browse to and select the filters to combine with the metrics you selected. Use the arrows to add or remove filters to use to create conditional metrics. To select transformations 6 If the Transformation tab is not shown, from the Options menu, select Show Transformations. You can also choose to hide this tab if you do not plan to combine metrics with transformations. To hide the Transformation tab, from the Options menu, select Hide Transformations. 7 From the Transformations tab, browse to and select the transformations to combine with the metrics you selected. Use the arrows to add or remove transformations to use to create transformation metrics. To select the metric combinations to create 8 If you include both filters and transformations to combine with metrics, you can specify the types of metric combinations created, as described below: • Metrics are always created to combine each metric with all filter and transformation combinations. These metrics include both a filter and a transformation. © 2012 MicroStrategy, Inc. Creating metrics by combining metrics, filters, and transformations 135 3 Advanced Metrics Advanced Reporting Guide • To create metrics that combine metrics with transformations only, select the Include no filter check box. These metrics do not include the selected filters. • To create metrics that combine metrics with filters only, select the Include no transformation check box. These metrics do not include the selected transformations. review the metrics you are about to create by selecting or Toclearing the options above, click Next to open the Run page. You can then click Back to make any required changes. To create metrics 9 Once you are finished selecting metrics, filters, and transformations, click Next. The Run page opens. 10 The metrics that will be created are displayed. The names and locations for potential metrics are listed, along with the status of creating the metrics. Click Run to create the metrics listed. 11 The metrics are created in the location specified. If a metric cannot be created, you can double-click the metric to view a message describing why the metric creation failed. 12 Once all required metrics have been created, click Exit to close the Advanced Metric Assistant. Once the metrics are created, you can then begin to use these metrics on reports and documents. You can also modify the metrics using the Metric Editor. For Help documentation on using the Metric Editor, with the Metric Editor open, press F1. Metric subtotals In the context of metrics, subtotals allow you to compute and display quantified data along attribute groupings that you can specify dynamically for a report. The behavior of subtotal aggregations is based on the types of data included in the metric to which the subtotal is applied. 136 Metric subtotals © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Metrics 3 Displaying subtotals on reports In a report, you can display grand totals by pressing F11 or selecting Grand Totals from the Data menu. By default, the metric totals are calculated using the sum function. You can put other subtotals on the report by selecting Subtotals from the Data menu, then choosing from the list of available subtotals. By default, this list contains the standard subtotal functions such as total, count, minimum, maximum, standard deviation, and others. For a list of the standard subtotal functions, see Standard subtotal functions, page 138. You can set the display location and how the subtotal is calculated on the report, as described in Totaling and subtotaling data on reports, page 322. can select the value that is displayed in place of a null value in a You subtotal. For instructions, see the Report Formatting chapter in the MicroStrategy Basic Reporting Guide. Defining subtotal defaults For each metric, you can change the default grand total function and add functions to the list of available subtotals. This allows you to use different grand total functions for different metrics on the same report, for instance. These options are found on the Subtotals/Aggregation tab of the Metric Editor. The default grand total is called the Total subtotal function. You can add functions to the list of available subtotals or remove functions. The functions listed here are available as subtotals in reports. You can disable totaling on metrics that should not be subtotaled, such as inventory metrics or other non-aggregatable metrics. For instructions on how to define the total subtotal function and available subtotals to disable subtotals, see Disabling subtotals, page 146. Your choices for both the total subtotal and available functions are standard predefined subtotal functions, which are simple aggregate functions such as Total and Count that satisfy many subtotaling requirements. If they do not answer your specific needs, you can create a user-defined subtotal and use it just like any of the built-in subtotal functions. For a list of the predefined subtotal functions, see Standard subtotal functions, page 138. For an explanation of when to use user-defined subtotals, a list of objects that can be used in them, and examples, see Creating your own subtotals, page 138. © 2012 MicroStrategy, Inc. Metric subtotals 137 3 Advanced Metrics Advanced Reporting Guide Standard subtotal functions The predefined subtotal functions in the following table are automatically available for use with every metric and report. They are simple aggregate functions designed to satisfy many subtotaling requirements. Subtotal function Description Count Count[count] number of input values Average Avg[average] sum of input values divided by number of input values Minimum Min[minimum] smallest input value Maximum Max[maximum] largest input value Product Product[product] all input values multiplied together Median Median[median] middle value when all values are sorted Mode Mode[mode] most frequently found input value Standard deviation Stdev[standard deviation] distribution of input values Variance Var[variance] square of the distribution of input values Geometric mean Geomean[geometric mean] square root of the product of input values These functions reflect only those most frequently used for evaluating metric subtotals. The metric subtotal calculations and consolidations needed to create a report are performed by the Analytical Engine, which is a component of MicroStrategy Intelligence Server. In addition to the above standard functions, the Analytical Engine also handles a large number of statistical, mathematical, financial, date-and-time, string, and OLAP functions, ranging from simple to highly complex. See the Functions Reference for examples and details on every built-in function available in MicroStrategy. Creating your own subtotals The standard predefined subtotal functions, which are automatically available for use with every metric and report, are simple aggregate functions that satisfy many subtotaling requirements. If they do not answer your specific needs, you can create your own user-defined subtotal using the Subtotal Editor. You can then use it in subtotal definitions just like any of the built-in subtotal functions such as Total and Count. 138 Metric subtotals © 2012 MicroStrategy, Inc. Advanced Reporting Guide 3 Advanced Metrics You can create your own subtotal using any combination of the following: • An aggregation function, such as avgdev, IRR, MIRR, and NPV, that is not one of the standard predefined subtotal functions • Multiple functions • Constants in conjunction with aggregation functions • Nested functions • Dimensional subtotals • Other metrics in the subtotal formula For example, you need a subtotal that always calculates at the regional level, regardless of the level of the report. You can create a user-defined subtotal, setting it to the Region level (or dimension). Another example is a weighted subtotal, where a subtotal is weighted with another metric, such as an average profit weighted by units sold. This example is included in the User-defined subtotal example (weighted subtotal), page 142. After a user-defined subtotal is created, it is indistinguishable from the standard predefined subtotal functions such as total or count. For a particular metric, you can choose a user-defined subtotal as the total subtotal function or add it to the list of available subtotals. When you run a report containing this metric, the total subtotal function calculates the grand totals for the metric. Select from the available subtotals to display additional subtotals for the metric. For more information, see Displaying subtotals on reports, page 137. not confuse user-defined subtotals with custom report subtotals, Do which are defined for a particular report for display purposes. User-defined subtotals are made available to metrics and can then be used on any report that uses the metric. For more information on custom report subtotals, see Custom report subtotals, page 328. You can create a user-defined subtotal with a level, and select the subtotal as the dynamic aggregation function for a metric, to allow you to specify the level of dynamic aggregation for that metric. (Dynamic aggregation is the roll-up of metric values that occurs when an attribute is moved from the report grid to the Report Objects.) You must also change the Subtotal Dimensionality Use VLDB property because the default behavior is to use the level of the metric that is being aggregated, not that metric’s dynamic aggregation function. For a more detailed description of this VLDB property, along with an example of its use, see the MicroStrategy Supplemental Reference for System Administration. © 2012 MicroStrategy, Inc. Metric subtotals 139 3 Advanced Metrics Advanced Reporting Guide User-defined subtotal example (First function) You need to produce an inventory report showing the number of electronics products received in 2003 by month and by product. The report must also provide the first shipment quantity. To do this, create a user-defined subtotal using the First function. Create a metric with the Units Received fact and set the Total subtotal function, which calculates the metric’s grand totals, to the new subtotal. Next, create the report. When you apply subtotals, the user-defined subtotal displays the number of items received in the first shipment, regardless of the month in which it arrived. this example focuses on user-defined subtotals and using the Since Subtotal Editor, a detailed procedure is provided to create the subtotal. The instructions to create the metric and report are less comprehensive. For details on creating metrics and reports, refer to the online help. To create and use a user-defined subtotal (using the First function) 1 In Desktop, from the File menu, point to New, and then select Subtotal. The Subtotal Editor opens. Notice its resemblance to the Metric Editor—their similarity in function and appearance helps to ease the process of creating subtotals. 2 In the Object Browser, navigate to the Basic Functions folder, located under Functions and Operators. Double-click the First function. 3 In the definition, right-click First, and select First parameters. The First Parameters dialog box opens. 4 The First function must be sorted to achieve correct results. Click the Sort By tab. 5 Select Sort by objects, then click Add. The Select Objects dialog box opens. 6 Since the report will be sorted by time, in the Object Browser select Attributes, then Time. Double-click the following, in the order they appear below, to add them to the sort: Year Quarter Month 140 Metric subtotals © 2012 MicroStrategy, Inc. Advanced Reporting Guide 3 Advanced Metrics Day 7 Click OK, then OK again to return to the Subtotal Editor. more information on the First function, including details on For sorting, see the Functions Reference. 8 Click Validate. You should receive a “Valid expression” message in the status area. If you do not, check the formula for any errors. 9 Click Save and Close. Name the new subtotal First (Date Sort). You are returned to Desktop. 10 Create a new metric: In the Metric Editor, select the Units Received fact. On the Subtotals/Aggregation tab, select First (Date Sort) as the Total subtotal function. Save the metric as Units Received. 11 Create a new report: In the Report Editor, place Item on the rows. Place Month and the Units Received metric on the columns. Filter on Year = 2003 and Category = Electronics. Add Grand Totals. © 2012 MicroStrategy, Inc. Metric subtotals 141 3 Advanced Metrics Advanced Reporting Guide 12 Execute the report. The results are displayed in the following report sample: sample presents only a subset of the entire report, showing the This first three months of the year and the total. Notice that the Total does not add all units received throughout the year, but rather displays the amount of the first shipment, regardless of what month the shipment arrived. For example, you received 20 AM/FM Stereo Receivers each month; the total is 20, the amount received in January alone. No Digital Surround Sound Receivers were received in January, but 20 were received in February, which the subtotal reflects. Hitachi Hi8 Camcorders, in the last line of the sample, were not received until March, so the total is derived from the March shipment. Remember to save the report if you want to keep it. User-defined subtotal example (weighted subtotal) You need to create a report containing units sold and profit by call center. For each region, the report must calculate the average units sold and the average profit, weighted by the number of units sold in the region. Since these two averages must be displayed on the same line, a custom subtotal is needed. The formula for the weighted regional average profit is 142 Metric subtotals © 2012 MicroStrategy, Inc. Advanced Reporting Guide 3 Advanced Metrics Sum(x*[Units Sold]){Region}/Sum([Units Sold]){Region} where • x is the placeholder for the metric to be subtotaled. In this case, it is the Profit metric. • [Units Sold] is a metric that sums the fact Units Sold. • {Region} is the level of the subtotal calculation. For information on symbols, see Metric level property symbols: Defining expression syntax, page 51. Finally, you need to sum the weighted regional average profit over all the regions. The formula for this subtotal is Sum(Sum(x*[Units Sold]){Region}/Sum([Units Sold]){Region}){} which calculates the sum on an empty level, represented by the {}. An empty level calculates across the entire report. This subtotal will be used as a grand total on the report. To use these formulas in any of the Analytics Modules, you need to create user-defined subtotals because they are not standard subtotal functions in the Analytics Modules. The MicroStrategy Tutorial, however, offers them as standard subtotals. with the previous example, the focus of this example is Asuser-defined subtotals and using the Subtotal Editor, so a detailed procedure is provided to create the subtotal. The instructions to create the metric and report are less comprehensive. For details on creating metrics and reports, refer to the Desktop Help. To create and use a user-defined subtotal (using a weighted subtotal) 1 On the Desktop, select File, point to New, and then Subtotal. The Subtotal Editor opens. 2 Type the formula for the weighted regional average subtotal, as described above. 3 Click Validate. 4 In the Ambiguity: ‘Units Sold’ dialog box, select the metric and click OK. © 2012 MicroStrategy, Inc. Metric subtotals 143 3 Advanced Metrics Advanced Reporting Guide 5 In the Ambiguity: ‘Region’ dialog box, select the attribute and click OK. You are returned to the Subtotal Editor, and you should see a “Valid expression” message in the status area. If you do not, review the formula and correct any errors. 6 Click Save and Close. Name the new subtotal Weighted Regional Average. You are returned to the Desktop. 7 Open the Subtotal Editor again. 8 Type the formula for the sum of the weighted regional average subtotal, as described above. 9 Click Validate. 10 In the Ambiguity: ‘Units Sold’ dialog box, select the metric and click OK. 11 In the Ambiguity: ‘Region’ dialog box, select the attribute and click OK. You are returned to the Subtotal Editor, and you should see a “Valid expression” message in the status area. If you do not, review the formula and correct any errors. 12 Click Save and Close. Name the new subtotal Sum of WRA (which stands for Weighted Regional Average). You are returned to the Desktop. 13 Open the Profit metric in the Metric Editor. 14 Click the Subtotals/Aggregation tab. 15 Select Weighted Regional Average and Sum of WRA in the Project subtotals list. Click > to add them to the metric. 16 Save the metric and close the Metric Editor. 17 Create the new report: 144 Metric subtotals In the Report Editor, place Region and Call Center on the rows, and then the Units Sold and Profit metrics on the columns. Next, create the subtotals for the report. Select Subtotals from the Data menu. Click Advanced. Click New to create a new custom subtotal, which will contain a standard average for Units Sold and the weighted regional average subtotal for Profit. © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Metrics Type Average, Weighted Regional Average as the name of the custom subtotal. For Units Sold, select Average from the pull-down list. For Profit, select Weighted Regional Average. Click OK. Select Across level and then Call Center, so the subtotals are calculated for each region. Next, create another custom subtotal to display in the grand total position. Click New. Type Overall Average, Sum of WRA as the name. For Units Sold, select Average from the pull-down list. For Profit, select Sum of WRA. Click OK. 3 Select By position. For Rows, select Grand Total from the pull-down list. For both Columns and Pages, select None. Click OK. Notice your two custom subtotals are selected. that custom subtotals are distinguished by a different icon. An Notice icon with an exclamation mark (!) means that the subtotals are not available for all metrics on the report. Recall that you added the user-defined subtotals to the Profit metric only, not the Units Sold metric. Click OK to return to the Report Editor. © 2012 MicroStrategy, Inc. Metric subtotals 145 3 Advanced Metrics Advanced Reporting Guide Execute the report. The results are displayed in the following image: Disabling subtotals You can also choose to disable totaling on a metric such as an inventory metric or another non-aggregatable metric. To do this, set the total subtotal function to None and clear all the available subtotals for the metric. If you set the total subtotal function to None but do not clear the available subtotals, grand totals are unavailable in reports; in this scenario, the only way you can show grand totals is by defining subtotals. If you clear the Available subtotals for metrics list and set a total subtotal function, only that function is available for subtotal calculation. Metric functions Some useful functions to use in metrics include: 146 Metric functions © 2012 MicroStrategy, Inc. Advanced Reporting Guide 3 Advanced Metrics • Rank, page 147 • Count, page 148 • Running and moving sums and averages, page 150 (also called OLAP functions) • N-tile, page 152 • First and Last, page 154 of the above except count and first/last are non-group functions. All Non-group functions are used in compound metrics. • Creating your own plug-in functions, page 154 • Apply functions: Using database-specific functions in metrics, page 155 The following sections contain a brief overview of the functions in each group listed above; for complete details about these and other functions see the Functions Reference. useful functions include those used in subtotals and data Other mining. For descriptions of subtotal functions, see Standard subtotal functions, page 138. Refer to Chapter 14, Data Mining Services for information on data mining and predictive metrics. Rank In rank functions, you specify the metric to be ranked and whether to rank in ascending or descending order. You can also specify whether to break by an attribute. The level of the rank depends on the level in the report. For example, the following metric, named Revenue Rank, combined with customer on a report shows the highest revenue customer as number one. Rank(Revenue) Adding a parameter to break by year displays the customer generating the highest revenue in each year as number one. The metric definition for this Revenue Rank by Year metric is shown below: Rank<BreakBy={Year}>(Revenue) The document shown below uses two different reports: © 2012 MicroStrategy, Inc. Metric functions 147 3 Advanced Metrics Advanced Reporting Guide • The “Top 10” reports are created from the same report, which uses the Revenue Rank by Year metric. Each of the reports on the document is filtered to display a particular year and the top ten Revenue Rank by Year values for that year. • The “Overall Ranking” report is created from a report that uses the Revenue Rank metric. image above shows a MicroStrategy document. Documents can The display different reports within the same display, as shown in this example. For more information on using documents in general, see the MicroStrategy Report Services Document Analysis Guide; for instructions to create documents, see the MicroStrategy Report Services Document Creation Guide. Count The count function is usually used with an attribute, although a fact can also be counted. Metrics that use the Count function in their definition are commonly referred to as count metrics. 148 Metric functions © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Metrics 3 By default, the Count function counts the total number of attribute elements available in the data warehouse. However, this may not always be useful for analysis, because the function will return the same value regardless of the objects you place on a report’s template. For example, you wish to find out how many customers made purchases in each category. You can use the Count of Customers metric, which uses the formula Count(Customer). The formula counts the number of elements in the Customer lookup table, and will always have the value 10,000, as in the report shown below: To use the Count function for such an analysis, you must change the function parameters to count the attribute elements based on a fact, rather than the lookup table. Change the function parameters for the Count function 1 Open the metric in the Metric Editor. 2 In the Metric Definition pane, click the Count function once to highlight it. 3 Right-click the highlighted Count function and choose Count parameters. The Count Parameters dialog opens. 4 Use the Distinct drop-down list to select whether to count distinct occurrences of the target. For example, a single customer may have made several orders. If you select False, the customer is counted once for each order. If you choose True, each customer is counted once only, irrespective of how many orders they have made. © 2012 MicroStrategy, Inc. Metric functions 149 3 Advanced Metrics Advanced Reporting Guide 5 Under the FactID drop-down, select a fact you wish to use for the analysis. The fact’s source table should contain data for the attribute that is being counted. 6 Click OK. 7 In the Metric Editor, click Save and Close. The metric can now be used for various analyses, such as in the previous example, where you need a report that shows the number of customers that bought products in each category. The image below shows the same report, using the newly defined metric: Running and moving sums and averages These functions include: • Moving average • Moving sum 150 Metric functions © 2012 MicroStrategy, Inc. Advanced Reporting Guide • Running average • Running sum 3 Advanced Metrics All these functions are similar and are called OLAP functions in the Metric Editor. The running sum function uses a metric as input and calculates a cumulative total of values based on a sort order specified in the metric definition. The sort order is not based on the report level. For example, a report with dates, revenue, and month-to-date revenue is needed. The month-to-date revenue is defined as RunningSum<BreakBy={[Month of Year]}, SortBy= (Day) >(Revenue). The Break-by value is Month of Year, so that the running sum is restarted for each month. The running sum is sortied by Day, so that the first day of the month is displayed first, then the sum of the first and second day, then the sum of the first three days, and so on. Finally, the definition includes the metric that the running sum uses. The moving sum/average is basically a running sum/average with specific start and end times. The following document contains both a running sum and a moving sum, both calculated on the Revenue metric. The running sum begins at the first quarter, and adds every quarter after that. The moving sum calculates a year-to-date revenue amount, resetting at each new year. That is, the moving sum restarts for each year. The running sum’s definition is RunningSum<SortBy= (Year, Quarter) >(Revenue), while the moving sum is defined as MovingSum<BreakBy={Year}>(Revenue, 4.0), where 4.0 is the number of quarters to calculate. image above shows a MicroStrategy document. For more The information on working with documents, see the MicroStrategy Report Services Document Analysis Guide; for instructions to create © 2012 MicroStrategy, Inc. Metric functions 151 3 Advanced Metrics Advanced Reporting Guide documents, see the MicroStrategy Report Services Document Creation Guide. N-tile The N-tile function, which is also referred to as segmentation, sets up numbers of groups, or tiles, for a metric. Examples of required parameters are the number of groups and whether they should be sorted in ascending or descending order. An example of an N-tile function in use is displaying what items are in the top 10% of sales, the next 10%, and so on. Use the N-tile function with the Revenue metric. Because the results are in tenths (ten groups of ten each), the number of tiles is ten. To assign the number one to the top 10%, sort the values in descending order. The metric’s definition is NTile<Tiles=10, Ascending=False>(Revenue). This decile revenue metric is used on the a report with a contribution and revenue metric. Only eight rows of the report are displayed below: The report is used on the document shown below. Although the Revenue in Deciles metric is not displayed on the document, it is used in the view filters of the two graphs. The first graph displays only those items in the top 10% of revenue (the Revenue in Deciles metric is equal to one), while the second graph displays only those items in the bottom 10% of revenue (the Revenue in Deciles metric is equal to ten). You can see in the bottom graph that two of the items displayed in the report are shown on the graph (The Painted Word 152 Metric functions © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Metrics 3 and 500 Best Vacation Home Plans). Only a portion of the document is displayed. image above shows a MicroStrategy document. Documents can The display a report as a graph, a grid, or as both a grid and a graph in the same display. Documents can also display different parts of the same report in the same display, as shown in this example. For more information on using documents, see the MicroStrategy Report Services Document Analysis Guide; for instructions to create documents, see the MicroStrategy Report Services Document Creation Guide. © 2012 MicroStrategy, Inc. Metric functions 153 3 Advanced Metrics Advanced Reporting Guide First and Last The First and Last functions provide the ability to use sort-by inside aggregation functions, that is, functions where the value depends on the sort order. First returns the First value in a sorted set of values, while Last returns the last value. You can define the sort attributes in the function parameters. For example, an inventory report lists the on-hand supply for each day. The report subtotals are the last day’s inventory. Creating a user-defined subtotal that uses the Last function provides the needed last day inventory subtotal. If the sort parameters of the function are not set to sort by Day, the function may not provide the correct answer. For a sample scenario using the First function, see User-defined subtotal example (First function), page 140. Creating your own plug-in functions The MicroStrategy Function Plug-In Wizard can be used for defining custom functions relevant to your business case scenarios. Intelligence Server makes no distinction between these custom functions and the functions provided by default. These custom plug-in functions are indistinguishable from all other functions or operators, such as Sum, Average, Min, Max, Count, -, +, /, or *. That is, once a custom plug-in function is created, you can use it in a metric, in a subtotal, as the grand total function, or as a report subtotal. more information about subtotals and grand totals, see Metric For subtotals, page 136. Defining custom plug-in functions involves the following steps: • In the design stage, you determine how to implement the analytical procedures into a computer system. • Creation builds the Microsoft Visual C++ project, which is used to produce a library containing your algorithms. • Implementation involves creating the code for the algorithms and compiling this code into a library that will be used by MicroStrategy. • Importing adds the library to a MicroStrategy project so its algorithms are available for use in the project. • Deployment distributes your library to Intelligence Server, which will execute it. 154 Metric functions © 2012 MicroStrategy, Inc. Advanced Reporting Guide • 3 Advanced Metrics The final step is execution, which is creating new metrics that use the algorithms and using those metric in a MicroStrategy report. The Function Plug-In Wizard guides you through the creation and implementation steps. It helps you create a Microsoft Visual C++ project with placeholders where you can add custom analytic code. After adding your function-specific C++ code and building your project, you can launch MicroStrategy Desktop to import your new function plug-in to be used for all the reports. Deployment occurs on each Intelligence Server system that will use it. The execution step is also performed in MicroStrategy Desktop, when you create metrics and reports using the new function. For detailed information on each step, see the Function Plug-In Wizard online help. The Desktop online help also provides instructions on importing the functions. Function Plug-In Wizard must be installed before you can create The and implement custom plug-in functions. This installation is incorporated into the standard MicroStrategy installation. The option to install this component is enabled only if Microsoft Visual C++ 6.0 is present on the system where the installation is being performed. During installation, the Function Plug-In Wizard option is located in MicroStrategy Architect under MicroStrategy Desktop Products. For installation procedures, see the Functions Reference. Apply functions: Using database-specific functions in metrics Apply functions, also called Pass-through functions, provide access to functionality that is not standard in MicroStrategy products but can be obtained through the relational database. When you include an Apply function in an attribute, fact, or transformation expression, the SQL Engine recognizes it as custom SQL and treats it as such. The expression is then sent to the relational database as written. For a full description of apply functions, including its types, syntax, and examples, see Apply functions in metrics: Using database-specific functions, page 198. Join specifications Setting a join specification allows you to place conditions on the data selected for display in a report. You can apply an inner or outer join, which are described in more detail below. In short, an inner join includes only the data common to all the elements in the join, whether that data is tables or metrics. © 2012 MicroStrategy, Inc. Join specifications 155 3 Advanced Metrics Advanced Reporting Guide An outer join includes all of the data in all of the elements. You can set joins at the metric and report levels: • Join at the metric level: how the metric is joined to other metrics • Join at the report level: how metrics are joined together in the report; overrides any metric join settings for that report only Setting the metric join type at the report level (that is, using the Report Data Options menu option in the Report Editor) affects only the results for the report being modified. For instructions, see the Analyzing Data chapter of the MicroStrategy Basic Reporting Guide. Setting the metric join type at the metric level affects the results for all reports using that metric. To set the metric join type at the metric level, use the Metric Join Type option on the Tools menu of the Metric Editor. By default, a report uses the metric’s join type setting. The default metric join type at the metric level uses the default inherited value, which is an inner join. For compound metrics, you can also set the join type at the formula level. This controls how the expressions or metrics within the compound metric are joined. For more information about join types at the formula level, see Formula join type for compound metrics, page 133. For more information about compound metrics in general, see Compound metrics, page 129. Inner joins versus outer joins In short, an inner join includes only data that is common to all components of the join. An outer join includes data that applies to all components. The following descriptions use an example of a report containing the Region attribute, the Sales metric, and the Budget metric: • By default, inner joins are generated for all metrics in a report. The resulting report contains only those rows that have data returned for all the metrics. If a particular region does not have both sales and budget data, the region is not included on the report. • If you switch to outer joins for all the metrics on the report, all rows with data for any of the metrics are displayed. All regions are included in the report, even if they have no data for one of the metrics. You can specify different joins for each of the metrics on a report. For example, use an outer join for the Sales metric and an inner join for the 156 Join specifications © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Metrics 3 Budget metric. The resulting report displays all regions with sales data. If a particular region has budget data but not sales data, the region is not included in the report. For a more detailed explanation of this example, with report samples, see the Analyzing Data chapter of the MicroStrategy Basic Reporting Guide. Joins between metrics Setting the metric join type allows you to define the default action for joining the metric to other metrics. This setting is used for the metric on any report the metric is placed on. However, you can override this metric join setting for a particular report. For information on setting metric join types at a report-specific level, see the Analyzing Data chapter of the MicroStrategy Basic Reporting Guide. The Metric Join Type option is accessed from the Tools menu of the Metric Editor. The metric join types are as follows: • Default uses the default value. • Inner includes only information contained by all the elements. • Outer keeps all the information in all the elements. Metric Join Type option is a shortcut to the Metric Join Type The VLDB property located under Advanced Options in the same menu. Metric-specific VLDB properties: SQL and analytical customization VLDB (Very Large DataBase) properties allow you to customize the SQL that MicroStrategy generates. The metric join type, described in the previous section, is not the only VLDB property that affects metrics. The following list summarizes the metric-specific VLDB properties that can be set at the metric level. For details on each of these properties, see VLDB properties at the metric level, page 871. For details on all VLDB properties available in MicroStrategy, see the MicroStrategy Supplemental Reference for System Administration. © 2012 MicroStrategy, Inc. Metric-specific VLDB properties: SQL and analytical customization 157 3 Advanced Metrics Advanced Reporting Guide • Integer Constant in Metric determines whether to add a “.0” after an integer. • Null Check indicates how to handle arithmetic operations with null values. • Zero Check indicates how to handle division by zero or when to check for zeros in the denominator during division calculations. • Null Checking for Analytical Engine determines whether a null value is interpreted as zero when the Analytical Engine performs calculations. • Subtotal Dimensionality Aware enables subtotaling based on the dimensionality of a metric. can set additional metric VLDB properties at other levels, such as You the report and project levels. For more information on how the levels work together, see Levels of VLDB properties, page 870. Metric column aliases: SQL identifiers and data types A column alias changes the name of a metric in temporary tables, which are used in data marts and SQL generation. This renaming does not affect the actual name of the metric in the metadata but allows you to identify the metric easily, such as in a long SQL report. The column alias is set in the Metric Column Alias dialog box in the Metric Editor. To access it, select Tools, then Advanced Settings, and then Metric Column Options. more information on data marts, see Chapter 13, Accessing For Subsets of Data: Data Marts. You can also set the data type and byte length for the metric. The MicroStrategy data types are Big Decimal, Binary, Char, Date, Decimal, Double, Float, Integer, LongVarBin, Long.VarChar, Numeric, Real, Time, Timestamp, Unsigned, VarBin, and VarChar. are several drawbacks to using the Big Decimal data type for There metric values. For more information on all data types, see the Data Types appendix in the MicroStrategy Project Design Guide. 158 Metric column aliases: SQL identifiers and data types © 2012 MicroStrategy, Inc. 4 4. ADVANCED FILTERS Filtering Data on Reports Introduction This chapter builds on knowledge provided in the Building Query Objects and Queries, for Designers chapter of the MicroStrategy Basic Reporting Guide. You should already know how to create a simple filter and place it in a report. You should also know the difference between different types of qualifications, although Types of qualifications, page 161, provides a brief description of each type. This chapter discusses the concepts necessary to create and use the following advanced filters and qualifications: • Attribute-to-attribute qualification, page 164 • Dynamic dates: Filtering by offsetting the current date, page 169 • Importing and exporting elements for attribute qualifications, page 177 • The attribute level of set qualifications: Output level, page 180 • Resetting rank and percent metric qualifications: The break by property, page 183 • Metric-to-metric comparisons, page 184 • Merging attribute qualifications, page 185 • Applying qualifications independently of relationship filters, page 187 • Custom expressions and database-specific functions, page 188 • Joint element lists: Grouping elements from multiple attributes, page 206 © 2012 MicroStrategy, Inc. 159 4 Advanced Filters • Advanced Reporting Guide Prompted filters: Asking for user input for filter conditions, page 208 chapter does not include information about security filters, This which are discussed in the MicroStrategy System Administration Guide, or creating multiple filters at the same time by using a Command Manager script. Command Manager is a MicroStrategy tool designed to automate certain tasks and processes, such as creating, editing, or deleting multiple filters. For more information about Command Manager, including instructions, see the Command Manager chapter of the System Administration Guide. Before you begin This section reviews basic concepts covered in the MicroStrategy Basic Reporting Guide. If you need a brief overview of filter basics, this section is designed to help you. If you need a broad refresher on metrics, facts, attributes, prompts, and filters, see the MicroStrategy Basic Reporting Guide. In this chapter, the Filter Editor in Desktop is used to work with filters. You can also use MicroStrategy Command Manager to work with filters. Command Manager manipulates MicroStrategy objects by means of user-created scripts rather than a graphical user interface. This can be helpful if you have a large number of filters to create or edit. For more information about Command Manager, see the Automating Administrative Tasks chapter in the MicroStrategy System Administration Guide. For specific Command Manager syntax for working with filters, see the online help for Command Manager. A filter specifies the conditions that the data must meet to be included in the report results. Using a filter on a report narrows the data to consider only the information that is relevant to answer your business question, since a report queries the database against all the data stored in the data warehouse. Filters are helpful in clarifying large quantities of data and only displaying subsets of that data, so reports show users what they really need to see. For example, you want to determine the sales for all items in the Book category for the Washington, DC region. Creating a report with the Call Center and Category attributes, as well as the Revenue metric, returns all the revenue for all items in all categories for all call centers. Without a filter, you would have to sift through a lot of report data on your own—the report contains about 4500 rows. By creating a filter that includes the Book category and Washington, DC, and using the filter on the report, the data 160 Before you begin © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Filters 4 displayed when the report is executed is limited—only about 90 rows are returned in the report. A sample follows. Types of qualifications A filter is composed of at least one qualification. Qualifications are the actual conditions that must be met, for example, "Region = Northeast" or "Revenue > $1 million". You can create multiple qualifications for a single filter, and then combine the qualifications using the logical operators AND, AND NOT, OR, and OR NOT. You can create the following types of filter qualifications: • Attribute qualification allows you to filter on an attribute’s form (ID, description, and so on) or on elements of the attribute. • An example of an attribute form qualification is a condition on the attribute form Customer Last Name for last names that start with the letter H. An attribute element list qualification on the Customer attribute consists of a list of customers. Set qualification allows you to create a set of attributes based on either the metrics associated with those attributes (a metric qualification) or the relationships between them (a relationship qualification). For example: A metric qualification allows a report to display the sales data for only those products with inventory level below a specified value. It is also referred to as a metric set qualification. © 2012 MicroStrategy, Inc. Before you begin 161 4 Advanced Filters Advanced Reporting Guide A relationship qualification can be used to create a report that displays all the stores selling Nike shoes in the Washington, DC area. It is also referred to as a relationship set qualification. • Shortcut-to-a-report qualification, also known as a report qualification or a report as filter, uses the dataset of one report as a filter inside another report. • Shortcut-to-a-filter qualification, also known as a filter qualification or embedded filter, uses an existing filter, either as is or with additional conditions, on a report. • Advanced qualifications allow you to create the following: Custom expressions, which are customized filter expressions. You can use Apply functions and you can create relationship filters. Joint element lists, which join attribute elements and then filter the result sets. the Advanced Qualifications option is not displayed in the ByFilterdefault, Editor. You must activate it first, using the My Preferences dialog box. For instructions, see the online help. The Building Query Objects and Queries, for Designers chapter of the MicroStrategy Basic Reporting Guide provides the fundamentals of creating all these types of filters, except for advanced qualifications. Advanced filter topics This chapter builds on the fundamentals provided in the MicroStrategy Basic Reporting Guide to help you create filters to answer more complex business questions. These advanced topics are listed below, organized by the qualification type used to create them: • Attribute qualifications: 162 Before you begin Attribute-to-attribute qualification, page 164, compare two attributes through attribute forms. Dynamic dates: Filtering by offsetting the current date, page 169, are fixed offsets of the current date. Importing and exporting elements for attribute qualifications, page 177, allow lists of data from existing files to be imported into the filter definition. © 2012 MicroStrategy, Inc. Advanced Reporting Guide • Set qualifications: • The attribute level of set qualifications: Output level, page 180, specifies the attribute level at which the metric or set is calculated for the qualification. Relating the output level and filter of relationship qualifications, page 182, specifies the relation between the attributes in the output level and the filter qualification. Resetting rank and percent metric qualifications: The break by property, page 183, is the attribute level at which to restart counting rank or percent values for a metric. Metric-to-metric comparisons, page 184, dynamically compare the values of two metrics. Merging attribute qualifications, page 185, specifies whether existing attribute qualifications should be merged into the calculation of the metric qualification. Applying qualifications independently of relationship filters, page 187, sets whether the filter criteria are applied to the entire report or to the relationship qualification itself. Advanced qualifications using custom expressions and Apply functions: • 4 Advanced Filters Custom expression qualification filters, page 190, allow you to create customized filter expressions. In situations where your report requirements cannot be satisfied via MicroStrategy’s built-in functions, you will use Apply functions, as well. Custom expressions in attribute-to-attribute qualification filters, page 194 allow you to create filters that are based on a relationship between two attributes or on a relationship between an attribute and a custom expression. Custom expressions in relationship qualification filters, page 195, allow you to generate a list of attribute elements as a filter based on a specified fact or table in your warehouse (which defines a relationship), a metric qualification or other filter, and a specified list of attributes. Prompted filters: Asking for user input for filter conditions, page 208, provide dynamic report definitions which can change with every report execution. Most qualification types allow prompts. © 2012 MicroStrategy, Inc. Before you begin 163 4 Advanced Filters Advanced Reporting Guide Attribute-to-attribute qualification For some purposes, you may need to filter on an attribute based on criteria related to another attribute or related to a custom expression. For example, perhaps you need to generate a report that lists customers who live in the same city as call centers in your company. In this case, you qualify on the Customer and Call Center attributes using an attribute-to-attribute qualification filter. (See Example: Customers who live in the same city as call centers, page 165 for instructions to complete this example.) In another scenario, your next marketing campaign is targeted towards customers with income in a certain bracket. This requires an attribute-to-attribute qualification filter to qualify on the Income Bracket attribute, but in this case, the second item qualified on is a custom expression instead of an attribute. (See Example: Filtering on an income bracket, page 167 for instructions to complete this example.) qualification filters always require the use of Attribute-to-attribute custom expressions, which are touched upon briefly in this section. For a more comprehensive discussion of custom expressions, Apply functions, and examples, please refer to Custom expression qualification filters, page 190. Creating attribute-to-attribute qualification filters Basic instructions for creating attribute-to-attribute qualification filters are listed below, followed by specific examples of its use. The following procedure is for MicroStrategy Web. For steps to perform this procedure in Desktop, click Help in Desktop. To create an attribute-to-attribute qualification 1 In MicroStrategy Web, login to a project. 2 Open any folder page (for example, click Shared Folders on the home page). 3 Click the Create Filter icon . The New Filter page opens. 4 From the Object browser on the left, select an attribute and drag it on the filter pane on the right. 164 Attribute-to-attribute qualification © 2012 MicroStrategy, Inc. Advanced Reporting Guide 4 Advanced Filters 5 Click Qualify. 6 From the first drop-down list, select the attribute form to filter report data. 7 From the next drop-down list, select an operator such as Equals or Less Than. 8 Click the Select Attribute icon to select another attribute for comparison. The Select an Object dialog box opens. You can either select an attribute or type a custom expression for comparison. For an example of selecting another attribute for comparison, see Example: Customers who live in the same city as call centers, page 165. For an example of typing a custom expression for comparison, see Example: Filtering on an income bracket, page 167. 9 Select an attribute qualification and click OK. 10 Click the Apply icon to apply your filter. 11 Save the filter. Example: Customers who live in the same city as call centers Your new utility company has call centers located throughout the country, and your recent surveys indicate that customers who live in the same city as a call center are particularly satisfied with service due to extremely rapid repairs during power outages. To begin your new advertising campaign, you want to generate a list of Call Centers that coincide with Customer Cities. The following steps create an attribute-to-attribute qualification filter that generates the list of desired cities. To create an attribute-to-attribute qualification that compares the Call Center and Customer City attributes 1 In MicroStrategy Web, login to a project. 2 Open any folder page (for example, click Shared Folders on the home page). 3 Click the Create Filter icon © 2012 MicroStrategy, Inc. . The New Filter page opens. Attribute-to-attribute qualification 165 4 Advanced Filters Advanced Reporting Guide 4 From the Object browser on the left, select the Customer City attribute from the Customers hierarchy and drag it to the filter pane on the right. 5 Change Qualify to ID. 6 Change the operator to Equals. 7 Click the Select Attribute opens. icon. The Select an Object dialog box 8 Select the Call Center attribute from the Geography hierarchy. 9 Click OK. 10 Click the Apply icon to apply the filter. 11 Save and close the filter, naming it Customer City = Call Center. Now that you have created the attribute-to-attribute qualification filter, create a report and add the filter. To create the report 1 In MicroStrategy Web, login to a project. 2 Click the MicroStrategy icon Create Report. at the upper left of any page and select 3 Add the Customer City attribute to the report. 4 Add the Customer City = Call Center filter to the report. 5 Save the report, and then execute it. 166 Attribute-to-attribute qualification © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Filters 4 When the report is executed, only a small subset of the total number of Call Center attribute elements are displayed. Each of the elements (cities) present on the report is also a Customer City. Example: Filtering on an income bracket Your marketing manager wishes to see profit data on customers who earn less than $100,000 per year, and your Income Bracket attribute contains the following elements (shown in their DESC form): Use the steps below to create a filter for a report that lists all income brackets—except for the highest one, Over 100k—and their associated profits. © 2012 MicroStrategy, Inc. Attribute-to-attribute qualification 167 4 Advanced Filters Advanced Reporting Guide To create an attribute-to-attribute qualification filter that uses a custom expression 1 In MicroStrategy Web, login to a project. 2 Click the MicroStrategy icon Create Report. at the upper left of any page and select 3 From the Object browser on the left, right-click the Income Bracket attribute from the Customers hierarchy and click Add to Grid. The Income Bracket attribute is added to the report grid. 4 Right-click the Income Bracket attribute again and click Add to Filter. The Income Bracket attribute is added to the Report Filter pane. 5 Change Qualify to DESC. 6 Change the operator to Does not begin with. 7 In the text box, type O. Note that in the image above, all income brackets except for the Over 100k bracket begin with a character other than “O”, so by excluding attribute elements that begin with that character, you filter out of your report only the highest Income Bracket, Over 100k. All other brackets appear on the report. 8 Click the Apply icon to apply the filter. 9 Save the report and then execute it. Executing a report with this filter and placing the Income Bracket attribute and Profit metric on the report displays the following data: 168 Attribute-to-attribute qualification © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Filters 4 Note that the highest income bracket, Over 100k, is excluded, due to the custom expression used in the attribute-to-attribute qualification filter. While this example used an attribute-to-attribute qualification filter, the filter actually only used one attribute, Income Bracket, in its definition. The attribute was coupled with a custom expression to achieve the desired result. Dynamic dates: Filtering by offsetting the current date When you qualify on a date attribute form with the date data type, you can select dynamic dates, which are fixed offsets of the current date. They can be either a fixed set of dates or different date ranges that change through time. For example, a dynamic date can be used in a report that examines revenue amounts in the previous two months. This is represented as “today” with an offset of two months. You can express dynamic date qualifications in several ways, as shown in the following examples: • An offset of four years, three months, two weeks, and one day from today • Monday of this week • Monday of this week with an offset of two days • The fourth of this month • The fourth Wednesday of this month • May fourth of next year • The third Wednesday in May of this year While evaluating a dynamic date such as “first of this month minus seven days,” the order in which these two parts are calculated is significant. The addition or subtraction of days, weeks, months, or years (the offset) is always done first, before “first of this month,” “this week,” “this year,” and so on is calculated. For example: • If today is February 13th, then “today minus seven days” is February sixth, and “the first of the month of today minus seven days” is February first. © 2012 MicroStrategy, Inc. Dynamic dates: Filtering by offsetting the current date 169 4 Advanced Filters • Advanced Reporting Guide However, if today is February second, then “today minus seven days” is January 26th, and “the first of the month of today minus seven days” is January first. Dynamic dates are available for any attribute form that has a Date or Datetime format type. For an attribute form with a Datetime format type, dynamic times are also available. Hours, minutes, or both can be calculated dynamically. Hours, minutes, or both can be defined as static. For example, if the current time is 12:40 PM: • Then “this hour plus 1 hour” and “this minute minus 0 minutes” (dynamic hour and dynamic minute) is calculated as 1:40 PM. • Then “this hour plus 1 hour” and “Static Minute = 24” (dynamic hour and static minute) is calculated as 1:24 PM. • Then “Static Hour = 11 AM” and “this minute minus 10” (static hour and dynamic minute) is calculated as 11:30 AM. • Then “Static Hour = 11 AM” and “Static Minute = 24” (static hour and static minute) is calculated as 11:24 AM. When you create a dynamic date for an attribute form with a Datetime format, you must also create a dynamic time. For instructions on creating a dynamic time, see the Desktop Help. You use the Date and Time Editor to create a dynamic date in an attribute qualification. When you qualify on a date attribute, a calendar icon is displayed; click it to open the Date and Time Editor. Dynamic date example The following report uses two filters, each containing a dynamic date qualification. The first filter, applied as the report filter, is called Today and qualifies on the current date. The second filter, applied as a condition on a metric condition, is called Today - 2 months. It qualifies on the current date minus an offset of two months. The Revenue metric calculates revenue for the current date because the report filter (the Today filter) is applied. The Revenue (2 months ago) metric calculates revenue for today’s date minus two months because the metric contains a condition (the Today - 2 months filter). The following report sample was executed on 9/26/09. The Revenue metric returns revenue for 9/26/09, and the Revenue (2 months ago) metric 170 Dynamic dates: Filtering by offsetting the current date © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Filters 4 calculates revenue for 7/26/09. This report allows you to compare the revenue values quickly and easily. To create this report, follow the procedure below. Note the following: • This procedure assumes that you are familiar with creating a conditional metric. For information, see Conditional metrics, page 96. • MicroStrategy Tutorial may not contain information for the current date; if the report does not return any data, adjust the dates accordingly. For example, you could create qualifications for six months ago and for 8 months ago. If you are working with your own data, rather than Tutorial data, the current date calculation works if the project contains data for the current date. To create an attribute qualification using a dynamic date Create the Today filter This filter, which will be used on the report, qualifies on the current date. 1 In Desktop, on the File menu, point to New, and choose Filter. The Filter Editor opens. If the New Filter dialog box is displayed, click the Empty Filter icon. If you do not want this dialog box to be shown in the future, select Don't show this dialog in the future. Click OK. For a full description of object templates, including a list of the objects that can use object templates, see Object templates, page 395. © 2012 MicroStrategy, Inc. Dynamic dates: Filtering by offsetting the current date 171 4 Advanced Filters Advanced Reporting Guide 2 Drag the Day attribute from the Object Browser to the Filter definition pane. The Attribute Qualification pane opens. 3 Select ID from the Qualify On drop-down list. 4 Click the Date Editor icon (the calendar). The Date Editor opens. 5 Select Dynamic date. 6 By default, Today is selected. Note that the current date appears in the Preview area. 7 Click OK, and then OK again to return to the Filter Definition pane. Notice that the qualification is displayed as Day(ID) Exactly Today. 8 Save and close the filter, naming it Today. Create the Today - 2 months filter This filter subtracts two months from the current date. It will be used on the conditional metric. 9 Begin creating a new filter, as described in the steps above, through selecting Dynamic date. 10 By default, Today is selected. In the boxes next to months, select Minus and 2. This indicates an offset of two months ago. Note that the current date and the dynamic date appear in the Preview area. 11 Click OK, and then OK again. Notice that the qualification is displayed as Day (ID) Exactly Today minus 2 months. 12 Save and close the filter, naming it Today - 2 months. Apply the Today - 2 months to a metric Create a conditional metric to calculate the revenue on the dynamic date. 13 On the File menu, point to New, and then select Metric. The Metric Editor opens. If the New Metric dialog box is displayed, click the Empty Metric icon. If you do not want this dialog box to be shown in the future, select Don't show this dialog in the future. Click OK. For a full description of object templates, including a list of the objects that can use object templates, see Object templates, page 395. 172 Dynamic dates: Filtering by offsetting the current date © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Filters 4 14 Drag the Revenue fact from the Object Browser to the Metric Definition pane. 15 Select Condition in the Metric component pane. The Condition definition pane opens. 16 Drag the Today - 2 months filter from the Object Browser to the Condition definition pane. 17 Save and close the metric, naming it Revenue (2 months ago). Create the report 18 On the File menu, point to New, and then select Report. The Report Editor opens. If the New Grid dialog box is displayed, click the Empty Report icon. If you do not want this dialog box to be shown in the future, select Don't show this dialog in the future. Click OK. For a full description of object templates, including a list of the objects that can use object templates, see Object templates, page 395. 19 Add the Region attribute, the Revenue metric, and the Revenue (2 months ago) metric. 20 Drag the Today filter from the Object Browser to the Report Filter pane. 21 Save the report, then execute it. Dynamic date based on a prompt answer You can base the dynamic date on a prompt answer, rather than today’s date. For example, you want to see daily revenue for the last month, starting at a © 2012 MicroStrategy, Inc. Dynamic dates: Filtering by offsetting the current date 173 4 Advanced Filters Advanced Reporting Guide particular date. If the specific date is 11/8/09, you want to see the daily revenue from 10/8/09 until 11/8/09, as shown in the report sample below: To do this, create a prompt for a date. Use that date prompt in a filter that returns the dates between the date selected in the prompt and one month before the prompt answer. procedure assumes that you are familiar with creating a prompt. This For information, see the MicroStrategy Basic Reporting Guide or the Desktop Help. 174 Dynamic dates: Filtering by offsetting the current date © 2012 MicroStrategy, Inc. Advanced Reporting Guide 4 Advanced Filters To create a dynamic date based on a prompt answer Create the date prompt This prompt, which will be used on the filter, asks the user for one date. 1 In Desktop, on the File menu, point to New, and choose Prompt. The Prompt Generation Wizard opens. 2 On the Welcome page, select Value prompt, then click Next. The Value Prompt page opens. 3 Select Date and Time, then click Next. The General Information page opens. 4 Type a Title, such as Target Date. 5 Type text in the Instructions field, which is displayed when the prompt is run during report execution. 6 Select Prompt answer required. 7 Click Finish. The Save As dialog box opens. 8 Select the folder in which to save the new prompt, type Target Date as the Object Name, and click Save to return to Desktop. Create the filter This filter, which will be used on the report, returns the dates between the date selected in the prompt and one month before the prompt answer. 9 On the File menu, point to New, and then select Filter. The Filter Editor opens. If the New Filter dialog box is displayed, click the Empty Filter icon. If you do not want this dialog box to be shown in the future, select Don't show this dialog in the future. Click OK. For a full description of object templates, including a list of the objects that can use object templates, see Object templates, page 395. 10 Drag the Day attribute from the Object Browser to the Filter definition pane. The Attribute Qualification pane opens. 11 Select ID from the Qualify On drop-down list. © 2012 MicroStrategy, Inc. Dynamic dates: Filtering by offsetting the current date 175 4 Advanced Filters Advanced Reporting Guide 12 Select Between from the Operator drop-down list. 13 Drag the Target Date prompt from the Object Browser to the text box for the first value, as shown below. The cursor will change to a + when it is in the correct position. When you drop the prompt, the text box changes to Shortcut to: Target Date, and the drop-down list changes to Simple Prompt. 14 Select Custom from the second drop-down list. 15 Type the following in the second text box: AddMonths( 16 Drag the Target Date prompt from the Object Browser to the second text box. 17 Type the following at the end of the second text box: , -1) The interface should now look like the following: 18 Click OK to return to the Filter Definition pane. 176 Dynamic dates: Filtering by offsetting the current date © 2012 MicroStrategy, Inc. Advanced Reporting Guide 4 Advanced Filters 19 Save and close the filter, naming it 1 Month Ago from Prompted Date. Create the report 20 On the File menu, point to New, and choose Report. The Report Editor opens. If the New Grid dialog box is displayed, click the Empty Report icon. If you do not want this dialog box to be shown in the future, select Don't show this dialog in the future. Click OK. For a full description of object templates, including a list of the objects that can use object templates, see Object templates, page 395. 21 Add the Day attribute and the Revenue metric. 22 Drag the 1 Month Ago from Prompted Date filter from the Object Browser to the Report Filter pane. 23 Save the report, then execute it. Importing and exporting elements for attribute qualifications You can import filter elements into the Filter Editor from sources other than MicroStrategy. The following requirements must be met: • The filter is an attribute qualification. • The filter is qualified on an attribute form, not elements. • The operator must be In list or Not in list. • The elements to be imported are stored in an Excel file or a text file. The import filter elements option adds more flexibility to the Filter Editor by allowing lists of data from pre-existing files to be imported into the filter definition. Existing filter definitions can also be exported to a file. can use a prompt to allow you to select the file to import when You you run the report. Importing elements from a text file or a Microsoft Excel file can be quicker and more efficient than selecting each individual element to be included in the filter. For example, you have an Excel spreadsheet that lists the products © 2012 MicroStrategy, Inc. Importing and exporting elements for attribute qualifications 177 4 Advanced Filters Advanced Reporting Guide on sale this month. You need to review last week's revenue for just these items. Rather than selecting them in the Filter Editor, you can simply import the file. Likewise, you can export existing filter definitions to a file. Requirements for formatting the import file The following rules apply to the formatting of files: • Excel—Data can be stored in rows, columns, or both, as follows: • If the data in a cell has double quotes in the first and last position, it is imported as it is, with the quotes. If the data in a cell has single quotes in the first and last position, it is imported as is, with the quotes. If the data in a cell does not satisfy conditions 1 or 2, it is checked to see if it is a number. If the data is a number, it is imported as it is. If the data in a cell does not satisfy conditions 1 or 2, it is checked to see if it is a date. If it is a date, it is imported by adding single quotes at the beginning and at the end to comply with the date format. If the data in a cell does not satisfy any of the above conditions, it is considered as text data and is imported by adding double quotes at the beginning and end to comply with the text format. Text—Data in a text file must be one of the following: Tab-delimited List-delimited as specified in the regional settings Return-delimited To import filter elements 1 In Desktop, select File, point to New, and then choose Filter. The Filter Editor opens. If the New Filter dialog box is displayed, click the Empty Filter icon. If you do not want this dialog box to be shown in the future, select Don't show this dialog in the future. Click OK. For a full description of object templates, including a list of the objects that can use object templates, see Object templates, page 395. 178 Importing and exporting elements for attribute qualifications © 2012 MicroStrategy, Inc. Advanced Reporting Guide 4 Advanced Filters 2 Double-click in the Filter definition pane. The Filtering Options dialog box opens. 3 Select Add an Attribute qualification and click OK. The Attribute Qualification pane opens. 4 Select an attribute by dragging the attribute from the Object Browser into the Attribute box. 5 Select any form except Elements from the Qualify On drop-down list. 6 Select In list or Not in list from the Operator drop-down list. 7 Click Import to import the filter elements. The Import Elements from File dialog box opens. 8 Select the Excel file or text file that contains the attribute elements. 9 Click OK to close the Attribute qualification pane. 10 Save and close the filter. To export filter elements 1 In Desktop, select File, point to New, and then choose Filter. The Filter Editor opens. If the New Filter dialog box is displayed, click the Empty Filter icon. If you do not want this dialog box to be shown in the future, select Don't show this dialog in the future. Click OK. For a full description of object templates, including a list of the objects that can use object templates, see Object templates, page 395. 2 Double-click in the Filter definition pane. The Filtering Options dialog box opens. 3 Select Add an Attribute qualification and click OK. The Attribute Qualification pane opens. 4 Select an attribute by dragging the attribute from the Object Browser into the Attribute box. 5 Select any form except Elements from the Qualify On drop-down list. 6 Select In list or Not in list from the Operator drop-down list. © 2012 MicroStrategy, Inc. Importing and exporting elements for attribute qualifications 179 4 Advanced Filters Advanced Reporting Guide 7 In the List field, type the element IDs, descriptions, or other items, separated by a comma, as shown in the example below: Central,Mid-Atlantic,Northeast can drag and drop elements from the Object Browser, but you You must type a comma between each item. If you drag and drop elements, they are enclosed in double quotes. If you export to an Excel spreadsheet, the quotes are not exported, but if you export to a text file instead, the quotes are exported. 8 Click Export to export the filter elements. The Export Elements to File dialog box opens. 9 Navigate to the directory in which to save the file. 10 Type a File Name. 11 By default, the file is saved as an Excel spreadsheet. To change it to a text file, select Text Files from the Save as type drop-down list. 12 Click Save to save the export file and return to the Filter Editor. 13 Click OK to close the Attribute qualification pane. 14 Save and close the filter. The attribute level of set qualifications: Output level The output level of a set qualification specifies the attribute level at which the metric or set is calculated for the qualification. For example, if a metric set qualification is Sales > 1000, Sales could mean sales per day, month, category, or region. You can select the attributes to use as the output level for either a metric qualification or a relationship qualification. For a metric qualification, you can set the output level to the level of the report or the metric instead. For details and examples, see the following sections: • The output level of relationship qualifications, page 181 • The output level of metric qualifications, page 182 180 The attribute level of set qualifications: Output level © 2012 MicroStrategy, Inc. Advanced Reporting Guide 4 Advanced Filters The output level of relationship qualifications The output level of a relationship qualification specifies the attribute level at which the set is calculated for the qualification. It controls the contents of the relationship qualification output. You select the attribute or attributes to use as the output level. For example, you need a report that lists customers from the same region as a specific customer. This example uses Hugh Abarca as the specific customer. Create a relationship qualification to link the Customer Region and Customer attributes, and then filter that relationship on Hugh Abarca. Since the report needs to filter on Customer Region, the relationship qualification must return that attribute. This is the purpose of the output level, which specifies the attribute level of calculation for the set. To build this sample report, first create a filter with an attribute qualification for Customer = Hugh Abarca. Then create a second filter with the following qualification: • Type: Relationship • Output Level: Customer Region • Filter Qualification: the filter for Customer = Hugh Abarca • Relate Output level and Filter qualification: Use System Default • Advanced Options: Clear the Also apply this qualification independently of the relationship filter check box this option applies the filter criteria to the relationship Clearing qualification, not to the entire report. This ensures that all customers in the selected Customer Region are listed on the report, not just Abarca. For more information on this option, see Applying qualifications independently of relationship filters, page 187. © 2012 MicroStrategy, Inc. The attribute level of set qualifications: Output level 181 4 Advanced Filters Advanced Reporting Guide Create a report containing Customer Region, Customer, and the Revenue metric. Use the filter containing the relationship qualification as the report filter. A sample of the results is displayed below. Relating the output level and filter of relationship qualifications The Relate output level and filter qualification by property sets how the attributes in the output level relate to the existing filter. The relation can be a logical table or a fact. If you do not select a fact or table, and leave the property set to Use System Default, the schema is used to select the appropriate table. For example, to create a report that shows all the stores selling Nike shoes in the Washington, DC area, you need to set the output level to Stores, the filter qualification to Nike shoes and Region, and the relation to the Sales fact. The output level of metric qualifications The output level of a metric qualification specifies the level at which the metric is calculated for the qualification. For example, if a metric qualification is Sales > 1000, Sales could mean sales per day, month, year, store, region, and so on. Creating a metric qualification with an output level of store is equivalent to having a fixed list of stores, if you knew which ones met the metric qualification, in a simple attribute qualification. However, the list of stores in the qualification is generated dynamically. The output level of a metric qualification can be specified in any of the following ways: • An attribute list allows you to specify the exact set of attributes (such as day, category, or region) to use as the output level. 182 The attribute level of set qualifications: Output level © 2012 MicroStrategy, Inc. Advanced Reporting Guide 4 Advanced Filters • Report level means that the output level is defined by the level of the report that contains the metric qualification. For example, if the lowest level of the report is category and the output level is set to report level, the metric is calculated for the category. • Metric level means that the output level is defined by the level, or dimensionality, of the metric itself, regardless of the level of the report. • The None selected option calculates the results at the report level if any of the following is true: The metric is a compound metric. The metric’s dimensionality is set to report level. The metric’s dimensionality is set to nothing. Otherwise, the metric's dimensionality is used. If you do not select an output level for a metric qualification, the None selected option is used by default. Resetting rank and percent metric qualifications: The break by property The break by property of a metric qualification allows you to choose the attribute level at which to restart counting rank or percent values for a metric. This level must be higher than or equal to the level of aggregation for the metric itself. For example, given the following data: Region Market Store Actual Sales $ (in thousands) Northeast Mid-Atlantic Baltimore 40 Northeast Mid-Atlantic Philadelphia 30 Northeast New England Boston 20 Northeast New England Greenwich 10 The metric is aggregated at the lowest level on the report, which is Store. Therefore, the break by value can be Market or Region, but not Store. © 2012 MicroStrategy, Inc. Resetting rank and percent metric qualifications: The break by property 183 4 Advanced Filters Advanced Reporting Guide If you break by Market, the ranking counter is reset for each market (in descending order). Region Market Store Actual ($K) Sales Rank Northeast Mid-Atlantic Baltimore 40 1 Northeast Mid-Atlantic Philadelphia 30 2 Northeast New England Boston 20 1 Northeast New England Greenwich 10 2 If you break by Region, the ranking counter is reset for each region. In this example, there is only one region, so the counter is not reset. Region Market Store Actual ($K) Sales Rank Northeast Mid-Atlantic Baltimore 40 1 Northeast Mid-Atlantic Philadelphia 30 2 Northeast New England Boston 20 3 Northeast New England Greenwich 10 4 Metric-to-metric comparisons Metric-to-metric comparisons allow you to create reports that dynamically compare the values of two metrics. A metric-to-metric comparison is a type of metric qualification. For example, you can create a report that restricts the data to revenue greater than last quarter’s revenue. Create a report that displays the revenue for Call Centers Atlanta, San Diego, and Miami for each quarter during the year 2002. To do this, create one filter that includes the Call Centers Atlanta, San Diego, and Miami and another filter that includes the year 2002. For steps to create a filter, see the Desktop online help. 184 Metric-to-metric comparisons © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Filters 4 When you execute the report, it looks like the following: Now, create a revenue metric that calculates the revenue for the previous quarter and save it as RevenueLastQuarter metric. Create a metric-to-metric comparison filter that uses the Revenue metric. Choose the Function as Metric Value, and Operator as Greater than. Choose the Value as Metric and browse to select the newly created metric RevenueLastQuarter. Save the filter LastQuarter. The report, when re-executed with the LastQuarter filter, now looks like the following: Note that only those revenues whose values are greater than the revenues of the previous quarter are displayed on the report. Merging attribute qualifications You can specify whether existing attribute qualifications are merged into the calculation of the metric qualification by setting the advanced options for a metric qualification or a shortcut-to-a-filter qualification. The full name of this option is When resolving this qualification in a report, other qualifications will be taken into consideration and merged, and it is located on the Advanced Options dialog box. By default, this property is selected, which combines the qualifications. © 2012 MicroStrategy, Inc. Merging attribute qualifications 185 4 Advanced Filters Advanced Reporting Guide A metric qualification is contained in a separate pass of SQL, creating a temporary table. If the qualifications are merged, attribute qualifications are added to that pass of SQL. If they are not merged, the attribute qualifications are not included in the metric qualification. They instead appear in the main SQL pass. more information on how metric qualifications work, see About For metric qualifications, page 314. For example, a report shows revenue by region. The report filter contains the attribute qualification of Category equal to Electronics and the metric qualification of revenue over $2 million. If the default is kept, the qualifications are merged. Only revenue from Electronics is considered when the metric checks for revenue over $3 million. The report results include four regions, as shown below: In contrast, if the qualifications are not merged, revenue is calculated for all categories before the metric qualification is evaluated. However, only revenue from Electronics is displayed on the report. As shown in the following sample, regions are included that do not have at least $3 million of revenue in the Electronics category, but do have $3 million of revenue across all categories. The report, as shown below, now includes the Southwest and Web regions. Besides affecting the report results, merging the qualifications reduces the amount of data a calculation must process. 186 Merging attribute qualifications © 2012 MicroStrategy, Inc. Advanced Reporting Guide 4 Advanced Filters Applying qualifications independently of relationship filters A relationship qualification creates a link between two attributes and then filters that relationship. The filter used in the relationship qualification is called the filter qualification. You can specify whether this filter qualification is applied to the report or only to the relationship qualification. By default, the Also apply this qualification independently of the relationship filter check box is selected, which applies the filter qualification to the whole report. This check box is located on the Advanced Options dialog box. If the option is cleared, the filter qualification is applied to the relationship qualification itself and not to the entire report. In other words, the filter qualification is only included in the SQL statement that resolves the relationship qualification (subquery) and not the outer query that resolves the report as a whole. For example, a report must list customers from the same region as a specific customer, Hugh Abarca. Begin by creating a filter with an attribute qualification for Customer = Hugh Abarca. Next, create a second filter with a relationship qualification that links the Customer Region and Customer attributes. Set the filter qualification, which filters the relationship, to the Customer = Hugh Abarca filter you just created. Set the output level to Customer Region. more detailed instructions to create this relationship For qualification, including explanations of the various options, see The output level of relationship qualifications, page 181. By default, the Also apply this qualification independently of the relationship filter check box is selected, which applies the filter qualification to the whole report. Name this filter Customer Region of Hugh Abarca. Create a report containing Customer Region, Customer, and the Revenue metric. Use the Customer Region of Hugh Abarca filter as the report filter. The results are displayed below. © 2012 MicroStrategy, Inc. Applying qualifications independently of relationship filters 187 4 Advanced Filters Advanced Reporting Guide The only row is Hugh Abarca; no other customers in the Central Customer Region are included. The filter qualification of Customer = Hugh Abarca has been applied to the entire report. Next, edit the Customer Region of Hugh Abarca filter, clearing the Also apply this qualification independently of the relationship filter check box. When you re-execute the report, 2346 rows are displayed—all the customers in the Central Customer Region. A sample of the results is displayed below. Clearing the option applies the filter qualification to the relationship qualification, not to the entire report. This ensures that all customers in the selected Customer Region are listed on the report, not just Abarca. Custom expressions and database-specific functions This section is divided into two subsections—one on custom expressions, and one on database-specific functions, also referred to as Apply functions. Custom expressions provide a degree of specificity in filters not possible within MicroStrategy’s graphical interface, while Apply functions extend this functionality even further by leveraging the computational power of your data warehouse. Custom expressions Custom expressions allow you to create highly customized filter expressions. By typing syntax instead of using point-and-click functionality within MicroStrategy, you are able to dictate filter criteria that is more specific and sophisticated than the MicroStrategy interface allows. For an introduction to custom expressions, see Basics of custom expressions, page 189. 188 Custom expressions and database-specific functions © 2012 MicroStrategy, Inc. Advanced Reporting Guide 4 Advanced Filters You can use custom expressions in the following situations: • Custom expression qualifications, which evaluate the custom expression you enter. For more information and examples, see Custom expression qualification filters, page 190 in this chapter. • Attribute-to-attribute qualifications, which compare an attribute and a custom expression. For more information and examples, see Custom expressions in attribute-to-attribute qualification filters, page 194 in this chapter. • Relationship (metric) qualifications, which compare metric results to a selected value (in this case a custom expression). For more information and an example, see Custom expressions in relationship qualification filters, page 195. For more information on metric qualifications in general, see the MicroStrategy Basic Reporting Guide. Basics of custom expressions Custom expressions are written so that data can be tested against them, and whatever data qualifies as true when it is inserted into the custom expression is returned in the data result set. All custom expressions must evaluate as either true or false. For example, if you enter 5 = 6 as the custom expression, the expression never evaluates as true, and a filter based on this custom expression excludes all data from a report that uses it. On the other hand, a custom expression consisting of 5 = 5 always evaluates as true, so the filter includes everything. No data is filtered out of a report containing this filter. As an example of a scenario that uses a custom expression, you notice that your mailing campaigns have been impaired because longer last names do not print correctly on the envelopes you have been using. Therefore, your marketing manager needs a list of customers with last names greater than 15 characters long. This report requires a filter that uses a custom expression and a string function to count the number of characters in a name. (See Example: Test the length of last names, page 191 for details.) In another scenario, your shipping company is trying to save freight costs by optimizing shipments, and it offers you a discount for all freight that you ship between 4 A.M. and 6:59 A.M. To determine if you can save substantially on shipping by taking advantage of this offer, you generate a report showing orders that shipped in the three-hour period specified. This report uses a filter that employs a custom expression and a date-manipulation function to © 2012 MicroStrategy, Inc. Custom expressions and database-specific functions 189 4 Advanced Filters Advanced Reporting Guide test for orders that are shipped between 4 A.M. and 6:59 A.M. (See Example: Test the shipping hour of orders, page 192 for details.) Anything that you can specify in a filter can be specified using a custom expression, though if you can accomplish your goal using the standard point-and-click functionality of MicroStrategy, that will usually be the most efficient method to create your filter. In other words, when point-and-click functionality is not enough for your purpose, use a custom expression to create your filter. There are certain reports that require a filter with capabilities outside of what MicroStrategy currently offers. These reports, too, use filters with custom expressions, but instead of using built-in MicroStrategy functions, these filters use the functionality of your particular Relational Database Management System (RDBMS). Further details on this functionality are available in Apply functions in metrics: Using database-specific functions, page 198. Custom expression qualification filters Custom expression qualification filters are quite flexible and allow you to create highly customized filters that can test data based on text content, very specific date specifications, or other criteria. These tests are based on the structure of a custom expression qualification, since the two sides of the expression are separated by a comparison operator such as =, <, >, like, and so on. A custom expression qualification filter is created in the Advanced Qualification pane of the Filter Editor. Two examples of custom expression qualification filters follow the instructions below. To create a custom expression qualification 1 In Desktop, point to New on the File menu, and then select Filter. The Filter Editor opens. If the New Filter dialog box is displayed before the Filter Editor opens, click the Empty Filter icon. If you do not want this dialog box to be shown in the future, select Don't show this dialog in the future. Click OK. For a full description of object templates, including a list of the objects that can use object templates, see Object templates, page 395. 190 Custom expressions and database-specific functions © 2012 MicroStrategy, Inc. Advanced Reporting Guide 4 Advanced Filters 2 Double-click in the Filter definition pane. The Filtering Options dialog box opens. 3 Select Add an Advanced qualification and click OK. The Advanced Qualification pane opens. 4 From the Option drop-down list, select Custom expression. 5 Type a custom expression in the Custom expression box. (For general information on custom expressions, see Basics of custom expressions, page 189. Examples of filters that use custom expression follow these instructions.) can also enter the custom expression by doing either of the You following: – Drag objects from the Object Browser into the Custom expression box. Select the operators you want to use from the toolbar above the Custom expression box, or simply type them. – Use the Insert Function Wizard to guide you through the process of creating an expression that uses a function, by clicking f(x) on the toolbar above the Custom expression box. (For details, click the Help menu.) 6 Click Validate to validate the expression. This helps ensure you spelled and punctuated the expression correctly. 7 Click OK to close the Advanced Qualification pane. 8 Click Save and Close to save the filter and close the Filter Editor. Example: Test the length of last names In this example, your marketing manager needs a list of people with last names greater than 15 characters long. She needs this type of list because customers with such names are not receiving your advertising brochures due to misprinting on the envelopes that you have been using. To produce the list of names, within MicroStrategy Tutorial, create a custom expression qualification filter using the instructions in Custom expression qualification filters, page 190. In the Custom expression box, type the following custom expression: Length(Customer@[Last Name]) > 15 © 2012 MicroStrategy, Inc. Custom expressions and database-specific functions 191 4 Advanced Filters Advanced Reporting Guide The string-manipulation function Length measures the Last Name form of the Customer attribute elements in your data warehouse. If the length of a particular Customer attribute element is greater than 15 characters long, the custom expression statement evaluates as true, and the Customer attribute element is included in your dataset. If the length of the attribute element is 15 characters or less, however, the statement evaluates as false, and that element is filtered out of the dataset on your report. A report that uses a filter based on the custom expression above appears below. The Last Name form is displayed on the report above. Note that in each entry, the Last Name is greater than 15 characters long. to specify the attribute form that you are testing. Moreover, if Bethesure attribute form is composed of two or more words—as in the above example, where Last Name was used—enclose the attribute form in brackets or your custom expression will not be validated. Example: Test the shipping hour of orders In this scenario, the shipping company you use is trying to reduce costs by shipping more uniformly throughout the day, and it offers your company a new plan that includes discounts for any packages picked up from your facility between 4 A.M. and 6:59 A.M. To predict whether or not your company would benefit from switching to this plan, your shipping manager requires a list of orders shipped in the three-hour time period specified. To produce this report, create a custom expression qualification filter using the instructions in Custom expression qualification filters, page 190 to test 192 Custom expressions and database-specific functions © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Filters 4 the hour of the Ship Date/Time attribute in your data warehouse. Notice the syntax required for the custom expression. The expression is actually composed of two parts joined by a logical operator, AND. The first part tests whether the Hour component of the Ship Date/ Time attribute element being tested is greater than 3. In other words, the first part checks to see whether the item is shipped at 4 A.M. or later. Similarly, the second part of the custom expression tests whether the Hour component of the Ship Date/Time attribute element tested is less than 7—that is, that the time is no later than 6:59:59 A.M. Since the two parts are joined by a logical AND, the custom expression tests whether the Ship Date/Time attribute element is between 4:00 A.M. and 6:59:59 A.M. Executing a report using a filter based on the custom expression above yields results similar to those below. Notice that every Order element listed shipped between 4 A.M. and 6:59 A.M. report cannot be created within the MicroStrategy Tutorial This because a) the Ship Date/Time attribute does not exist in that project; and b) all attribute elements in Tutorial that are formatted with date information are in Date format instead of Datetime format, and the Hour function does not yield expected results when it uses an argument in Date format since no time information is stored with the date. © 2012 MicroStrategy, Inc. Custom expressions and database-specific functions 193 4 Advanced Filters Advanced Reporting Guide Custom expressions in attribute-to-attribute qualification filters Attribute-to-attribute qualification filters use one or more criteria that relate an attribute to a custom expression. Often, with such a filter you first select one attribute and then drag a second attribute into a custom expression box. This causes MicroStrategy to generate a custom expression which is very simple—for instance, ShipDate@ID—so that it is not immediately obvious that you are using a custom expression. For an example of this type of attribute-to-attribute qualification filter, see Example: Customers who live in the same city as call centers, page 165. For more general information on these filters, as well as additional examples of their use, see Attribute-to-attribute qualification, page 164. This section deals with attribute-to-attribute qualification filters where the custom expression is authored by the user rather than generated through a simple drag-and-drop action using the MicroStrategy interface. When you type a custom expression instead of dragging an object into the custom expression field, you have a greater degree of control over your filter and you can create more exact and sophisticated filtering criteria. For example, by comparing the order date and ship date attributes, you can create a report that displays the orders that were shipped 28 days or later than the order date. For a report sample and instructions to create this filter, see Creating an attribute-to-attribute qualification filter, page 194. Creating an attribute-to-attribute qualification filter The procedure below creates a filter within a report; it does not create a stand-alone filter that can be used on other reports, metrics, and so on. To create an attribute-to-attribute qualification filter 1 From within a blank report in MicroStrategy Tutorial, double-click inside the Report Filter pane to create a filter. 2 Select Add an Attribute qualification and click OK. The Attribute Qualification pane opens. 3 Find the attribute Ship Date in the Object Browser (in the Customer hierarchy) and drag it to the Attribute field. 4 Change Qualify on to ID. 194 Custom expressions and database-specific functions © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Filters 4 5 Change the Operator to Greater than. 6 Select Custom and enter the following: (Day@ID + 27) This adds 27 days to the Day attribute (which is the order date). The Ship Date is compared to this value. 7 Click OK to return to the report. A portion of the executed report is shown below. Notice that the only data returned in this report is that which satisfies the condition that Ship Date is 28 days or later than Day (the order date). Custom expressions in relationship qualification filters Attributes can be related through lookup, relationship, and fact tables. Creating a report that includes attributes that are not related in any of these ways, however, usually results in a very large result set—known as a Cartesian product—that is not useful since the rows comprising the report are simply a list of every possible combination of the attributes. There are circumstances where you require a report that consists only of attributes—that is, without any metrics. Even though a fact table exists in your data warehouse that relates the attributes on your report, your attributes are effectively not related by it since no metrics are present on your report. Relationship qualification filters allow you to create meaningful reports in such situations. In fact, relationship qualification filters allow you to create meaningful reports in cases where the attributes on your report are not explicitly related through lookup, relationship, or fact tables—where no lookup table, relationship table, or metric exists to relate your attributes. © 2012 MicroStrategy, Inc. Custom expressions and database-specific functions 195 4 Advanced Filters Advanced Reporting Guide Another use of relationship qualification filters is to specify the exact lookup, relationship, or fact table that you want to use to relate the attributes on your report. Choosing the right lookup, relationship, or fact table can impact query performance and report execution time, among other things. you must know the structure of your data warehouse to use Generally, relationship qualifications. Relationship qualification filters are created using either the Set Qualification or the Advanced Qualification option in the Filter Editor. Choosing the Set Qualification option provides a wizard to guide you through this process, while the Advanced Qualification option allows you to enter custom expressions. For more information on using the wizard, see the Building Query Objects and Queries, for Designers chapter of the MicroStrategy Basic Reporting Guide. Syntax of custom expressions in relationship qualification filters The following syntax is used to create a relationship qualification filter using a custom expression: <relation; filter qualification> {list of output attributes} where: • The relation can be a fact, a table, or an empty filter. The fact or table chosen provides a means for MicroStrategy to relate either two attributes which are not in the same hierarchy, or an attribute and a metric. You must know the structure of your data warehouse to choose an appropriate fact or table through which MicroStrategy’s engine can provide the necessary database joins to relate either the two attributes or the attribute and metric that you choose. a relationship is left empty, your project’s schema is used to Ifselect the appropriate table. • The filter qualification specifies the criteria that you use for your relationship qualification filter. You may use any of the following types of qualifications: – Attribute qualification – Filter qualification—that is, the name of a pre-existing filter – Metric qualification 196 Custom expressions and database-specific functions © 2012 MicroStrategy, Inc. Advanced Reporting Guide • 4 Advanced Filters The list of output attributes is a comma-separated list of the attributes whose elements are filtered for your report based on the filter qualification specified (immediately beforehand in the syntax). In other words, the filter qualification—explained in the previous bullet—limits the set of attribute elements contained in your report, and the resultant set of attribute elements is what actually constitutes your filter. Note the following: – If your regional settings are not set to English, the list separator must be whatever is defined in your regional settings. – To specify output attributes, it is easiest to simply drag an attribute from the Object Browser into the Custom expression box. If you manually enter the attribute, it must be in the format [attributename]@ID or [attributename]@DESC. Example: Customers who have generated more than $7500 in profit You require a report that lists the customers who have each generated more than $7500 in profits. While you can accomplish this with the Set Qualification option, you can also do this quite easily selecting the Advanced Qualification option and then, from the Option drop-down list, selecting Custom expression. Type the syntax required in the box, click Validate, and then click OK. The image below shows the syntax required: The syntax is broken down into its components: • To relate the Profit metric to the Customer attribute, the custom expression specifies the CUSTOMER_SLS table in your data warehouse as the relation between them. This table is chosen because it contains © 2012 MicroStrategy, Inc. Custom expressions and database-specific functions 197 4 Advanced Filters Advanced Reporting Guide columns for the Customer attribute and the Profit fact, effectively relating the Customer attribute to the Profit metric, since the Profit metric is an aggregation over individual Profit facts. • The filter qualification is specified by a metric qualification: Profit > 7500, which allows only data for which Profit exceeds $7500. • The only variable left to choose in the syntax is the attribute or attributes that constitute the filter, based on the criterion specified—Profit > 7500—and the relationship table chosen, CUSTOMER_SLS. Since you require a list of customers that satisfies your profit condition, you choose Customer in the custom expression as the output attribute. The list of Customer elements generated from this entire process will be your filter. Using this filter and the Profit metric on a report results in the data below: Note that every customer listed on this report has generated a profit greater than $7500. Apply functions in metrics: Using database-specific functions Custom expressions sometimes use Apply functions, also known as Pass-through functions. Using the full power of custom expressions, therefore, may require an understanding of Apply functions. In MicroStrategy, these functions provide access to functionality and syntactic constructs that are not standard in MicroStrategy, but are found in various RDBMS platforms. is not advisable to use Apply functions when functions within the ItMicroStrategy product can accomplish your goal, because using Apply functions bypasses the validations that MicroStrategy provides. Apply functions should only be used when you require functionality that MicroStrategy does not currently provide. 198 Custom expressions and database-specific functions © 2012 MicroStrategy, Inc. Advanced Reporting Guide 4 Advanced Filters Apply function types There are several types of Apply functions, each of which corresponds to a basic type of MicroStrategy function and replaces that function when it is necessary to use a corresponding RDBMS function, instead. (See the Standard Functions chapter of the Functions Reference for further details about when it is necessary and appropriate to use MicroStrategy Apply functions instead of their simpler MicroStrategy function counterparts.) Apply functions act as containers that hand off data from MicroStrategy to your RDBMS. The Apply functions also hand off to your RDBMS functions that are specific to your database. MicroStrategy provides Apply functions as a means of handing off these data and RDBMS-specific functions to your database, which results in your database—not MicroStrategy—performing the computations you require. The Apply function types are listed below, along with examples of the MicroStrategy functions that they can replace: • ApplySimple: Simple single-value functions, that is, arithmetic operators such as + and -, date and string manipulation functions, and so forth • ApplyAgg: Group-value (otherwise known as aggregate) functions such as Sum and Max • ApplyOLAP: OLAP functions such as Rank and NTile • ApplyComparison: Comparison operators such as >, <, and Like • ApplyLogical: Logical operators such as And and Or For filters, the ApplyComparison and ApplySimple functions are most useful, although you can also use Apply functions to create metrics and prompts. For examples of Apply functions in filters, see the rest of this section. an Apply function can be used wherever the function group it While belongs to is applied, you should not use any Apply functions when standard MicroStrategy functions can be used to achieve the goal. This is because using Apply functions effectively bypasses the validations and other benefits of the product. Therefore, use Apply functions ONLY when support does not exist in the MicroStrategy product for your needs, and please submit an enhancement request so that MicroStrategy can evaluate integrating the functionality you are using in a future product release. © 2012 MicroStrategy, Inc. Custom expressions and database-specific functions 199 4 Advanced Filters Advanced Reporting Guide Apply functions: syntax This section provides a brief overview of the syntax for Apply functions. For more comprehensive information, consult the Standard Functions chapter of the Functions Reference. Basic syntax of Apply functions The syntax for Apply functions is as follows: ApplyFUNNAME(“expression_with_ placeholders”, argument_0, ..., argument_n) The placeholders are represented by #0, #1, and so on. The character # is a reserved character for MicroStrategy and precedes the number of the argument, which starts at 0 and increases in increments of 1. For example: ApplyComparison(“<ComparisonFunction(#0,#1)>”, attribute0@ID, attribute1@ID) Or ApplyComparison(“#0 <ComparisonOperator> #1”,attribute0@ID, attribute1@ID) In these examples, the code marked with angled brackets (<>) can be replaced with database-specific functions or operators such as between, +, and DateAdd. See Custom expression qualification filters, page 190 and Custom expressions in attribute-to-attribute qualification filters, page 194 for examples using these RDBMS functions. Argument placeholders must be placed in the correct positions to match the syntax of the database-specific functions. Argument types in Apply functions The number of allowable arguments in an Apply function depends on which particular Apply function you are using, among other considerations. In some instances, the number of arguments varies from case to case within the same Apply function. This is common among the logical Apply functions, in particular. MicroStrategy does not verify arguments until the parameter markers (for instance #0, #1, and so forth) are replaced at parsing, which occurs when you click OK or Validate in an expression editor. At parsing time, the engine searches for acceptable argument types for the specific Apply function used 200 Custom expressions and database-specific functions © 2012 MicroStrategy, Inc. Advanced Reporting Guide 4 Advanced Filters in your custom expression. An acceptable argument type is a MicroStrategy object type or an argument that contains the name of a MicroStrategy object. MicroStrategy does not check whether the arguments used in the Apply functions are correct data types for your specific database functions. MicroStrategy does, however, verify that any objects included as arguments actually exist in MicroStrategy. Below are examples of Apply functions. More examples can be found in the Standard Functions chapter of the Functions Reference. Example: Qualifying on case-sensitive elements Your company name has been entered into your data warehouse without regard to the correct case. For example, MicroStrategy has been entered as MicroStrategy, Inc.; MicroStrategy; Microstrategy; MICROSTRATEGY; and micro strategy. Rather than creating filters for all the possible combinations, you can create one custom expression qualification filter using the ApplyComparison function. The custom expression used in that filter is shown below: ApplyComparison (“Ucase ( #0 ) like #1”, Company@DESC, “STRATEGY”) Each piece of the custom expression is explained below: • The Ucase command changes the case of the argument to one that is in all capitals—for instance, MicroStrategy to MICROSTRATEGY. • ( #0 ) like #1 is the actual comparison, comparing the first argument, #0, with the second argument, #1. This comparison evaluates as true if the left side of the expression, Ucase ( #0 ), contains the right side of the expression, STRATEGY. The right side of the expression is actually #1, but that argument is replaced with STRATEGY in this example. • Company@DESC sets the first argument as the description form of the Company attribute—instead of the ID form or any other attribute form that exists. • “STRATEGY” is the second argument, a string that does not vary. Using the filter on a report containing Company and Department generates the report below. Note that no matter how the Company attribute element © 2012 MicroStrategy, Inc. Custom expressions and database-specific functions 201 4 Advanced Filters Advanced Reporting Guide has been spelled or capitalized, the report includes the element as long as it contains the string “strategy”. Company Department micro strategy Tech. Support MicroStrategy Sales Microstrategy Finance MICROSTRATEGY ADVERTISING MicroStrategy, Inc. Legal report serves simply as an example; you cannot re-create it in This MicroStrategy Tutorial. Example: Qualifying on an attribute element containing a wildcard symbol Your objective is to generate a report that contains all Store elements that have an * in their names. If you attempt to do this using the standard Add an Attribute qualification option in the Filter Editor, no filtering will take place, because MicroStrategy assumes that you wish to include all results when you use the * wildcard. Instead, you can use an ApplyComparison function in a custom expression qualification filter to search for this symbol. Use the instructions in Custom expression qualification filters, page 190 along with the custom expression below, to create the filter you need: ApplyComparison (“#0 like ‘*’”, Store@DESC) Each piece of the custom expression is explained below: • The ApplyComparison function is used for comparison operators, such as the like operator used in this example. • The actual comparison is placed in double quotes—that is, “#0 like ‘*’”. The first argument, #0, is compared with the wildcard symbol you are searching for. Note that the asterisk is placed in single quotes since the whole comparison expression itself is in double quotes. • Store@DESC sets the first argument as the description form of the Store attribute. 202 Custom expressions and database-specific functions © 2012 MicroStrategy, Inc. Advanced Reporting Guide 4 Advanced Filters Using the filter described above in a report containing Store and Revenue, results in the data below, which contains only Store attribute elements with asterisks in their names. Had you used an attribute qualification instead of the ApplyComparison function, all stores would have been returned in the dataset. Store Revenue B*E*S*T $123,456 Marcy*s $456,789 Q*Mart $78,901 Wall*Mart $234,567,890 report serves simply as an example; you cannot re-create it in This MicroStrategy Tutorial since Tutorial does not contain a Store attribute. Example: Filtering for last month’s data using ApplySimple Example: Filtering for last month, without transformations An attribute-to-attribute qualification filter can be used to restrict your result set on a report to last month’s data. Follow the instructions below to create this filter. though this example can be duplicated using a time-based Even transformation (information for which can be found in Time-based transformations, page 125), this example uses an Apply function to demonstrate the functionality of custom expressions and Apply functions. In general, MicroStrategy strongly advises against using Apply functions except when you are using them for functionality which does not currently exist in the software. See Apply functions in metrics: Using database-specific functions, page 198 for more information. To re-create this attribute-to-attribute qualification filter example 1 In Desktop, from the File menu, point to New, and then select Filter. The Filter Editor opens. © 2012 MicroStrategy, Inc. Custom expressions and database-specific functions 203 4 Advanced Filters Advanced Reporting Guide If the New Filter dialog box is displayed, click the Empty Filter icon. If you do not want this dialog box to be shown in the future, select Don't show this dialog in the future. Click OK. For a full description of object templates, including a list of the objects that can use object templates, see Object templates, page 395. 2 In the Filter Editor, drag the Month attribute from the Object Browser to the Filter definition pane. The Attribute Qualification pane opens. 3 From the Qualify On drop-down list, select ID. 4 From the Operator drop-down list, select Exactly. 5 From the drop-down list, choose Custom. 6 Type the following custom expression in the text box: ApplySimple("DatePart('yyyy', DateAdd('m', -1, date())) * 100 + DatePart('m', DateAdd('m', -1, date()))",0) Relational Database Management System (RDBMS) might Your require slightly different syntax than the above. Any time you use an Apply function, it must be customized to the syntax of your particular RDBMS. The functions in this ApplySimple expression are specific to an Access database, which is recommended only for certain pre-production environments but never for an actual production environment. 7 Click OK to close the Attribute qualification pane. 8 Save the filter. A filter which uses the custom expression above, compares the dates of data in your data warehouse to the system date, returning only data from last month. Therefore, whenever you execute the report, you always see results for the previous month. Place this filter on a report with the Month and Region attributes and the Revenue metric to display regional revenue data for last month. The report shown below was executed in Oct 2006, so report generation yielded only 204 Custom expressions and database-specific functions © 2012 MicroStrategy, Inc. Advanced Reporting Guide 4 Advanced Filters data from Sep 2006. If you regenerate the report in Dec 2007, the new report will return data only from Nov 2007. Analyzing the custom expression’s syntax The report is executed on Oct 30, 2006. The custom expression takes the current, or system, date and decrements it by one month, changing it from 20061030 to 20060930. This is actually done twice but separately in the expression so that first, the year, 2006, can be extracted, and then the decremented month, 09, can be extracted. (Even though the date is decremented twice, it is decremented in separate places, yielding the same result in both places, 20060930, instead of a “double decremented” result of 20060830.) The year is then multiplied by 100, yielding 200600. Finally, 200600 is added to the month, 09, resulting in 200609. This is the date of the previous month, in YYYYMM format and is used to filter out all data except that from Sep 2006. Each piece of the custom expression is explained below: • The DateAdd function allows you to shift a date forward or backward. In both instances that the DateAdd function is used in this example, -1 subtracts one month (indicated by m) from the system date (returned by the Date() function). In this example, the report has been executed on October 30, 2006, so the system date is 20061030. The DateAdd function returns 20060930, the date that is one month prior to the system date. • The DatePart function returns a specified part of a given date. The first DatePart function extracts the year (as specified by yyyy) from the result of the DateAdd function. The second DatePart function extracts the month (specified by m) from the result of the DateAdd function. In this example, the first DatePart function returns 2006; the second returns 09 (after the month has been decremented). © 2012 MicroStrategy, Inc. Custom expressions and database-specific functions 205 4 Advanced Filters • Advanced Reporting Guide The result of the first DatePart function is multiplied by 100 and then added to the result of the second DatePart function, 09, yielding 200609, using the ApplySimple function. ApplySimple functions are used for simple single-value functions such as the arithmetic operators + and -. More information on ApplySimple and other functions can be found in Apply function types, page 199, as well as the Standard Functions chapter of the Functions Reference. Joint element lists: Grouping elements from multiple attributes Joint element lists allow you to choose attribute elements from different attributes to filter the report result set. Unlike attribute qualifications, joint element lists allow you to join attribute elements and then filter on that attribute result set. In other words, you can select specific element combinations, such as quarter and category. As in the report sample included below, you can filter on electronics in Q1 2003 and music in Q3 2003. A joint element list is an advanced qualification. Joint element list example This example refers to objects saved in the MicroStrategy Tutorial. The directory path within Desktop is Public Objects\Reports\ MicroStrategy Platform Capabilities\Advanced Reporting Guide. You can follow the steps to interact with the filters and report, or you can view the samples without creating your own. to save any objects that you create under a different name, Remember so that you do not overwrite the samples in the MicroStrategy Tutorial. Before creating a joint element list, you must ensure that the Advanced Qualification option is displayed on the Filter Editor. From Desktop, complete the following steps: 1 Select My Preferences from the Tools menu. 2 Choose the Editors tab. 3 Click Filter Options. 206 Joint element lists: Grouping elements from multiple attributes © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Filters 4 4 Select Show advanced qualification, if it is not already selected. 5 Click OK to return to Desktop. Open the Basic Report. Note that Leanne Sawyer’s revenue is $316,786. This is sales for all time and all categories. You need to see revenue for specific quarter and category combinations, for example, electronics in Q1 2003 and music in Q3 2003. To do this, switch to Design View and create a joint element list, as described below. To create a joint element list 1 Double-click in the Report Filter pane to add a new qualification. 2 Select Add an Advanced Qualification and click OK. The Advanced Qualification pane opens. 3 Select Joint Element List from the Option pull-down list. 4 Select Category and Quarter from the Available attributes list and click > to add them to the Selected attributes list. 5 Click the Add icon to the right of the Element list. The first value in each attribute is added to the list. 6 Click the Modify icon to the right of the Element list. The Select Element List dialog box opens. 7 Double-click Electronics to change the category. 8 Select Quarter from the Available Elements drop-down list. 9 Double-click Q1 03 to change the Quarter. 10 Click OK to return to the Advanced Qualifications dialog box. 11 Click the Add icon to add another element. Again, the first value in each attribute is added by default. 12 Select the new element and then repeat steps 6 through 10, this time changing Category to Music and Quarter to Q3 03. 13 Click OK to save the new qualification. © 2012 MicroStrategy, Inc. Joint element lists: Grouping elements from multiple attributes 207 4 Advanced Filters Advanced Reporting Guide Execute the report. The results are displayed below: This report is saved as Joint Element List. Notice that Sawyer’s revenue is now only $18,901. The decreased revenue reflects the qualification, since only sales for electronics in the first quarter of 2003 and the sales for music in the third quarter of 2003 are included in the metric calculations. Prompted filters: Asking for user input for filter conditions You can create filters that prompt you for answers when you run reports. These prompted filters allow a report to have a dynamic report definition, which can change with each query when the information in the prompt dialog box is altered. In other words, a prompted qualification in a filter allows you to dynamically modify the contents of a report at run time. (Recall that a filter is composed of at least one qualification.) By applying certain conditions on one or more of the attributes, attribute elements, metrics, or other objects that a report can include, it is possible to: • Apply conditions or modify components in a report at run time, eliminating the need for preliminary definitions • Execute a report multiple times, selecting a different answer to a given prompt each time, and have, as result, a set of immediate answers to compare Most types of qualifications allow prompts. For more information on each, see: • Prompted attribute qualifications, page 209 • Prompted metric qualifications, page 209 208 Prompted filters: Asking for user input for filter conditions © 2012 MicroStrategy, Inc. Advanced Reporting Guide 4 Advanced Filters • Report object prompts, page 210 (using shortcut-to-a-report qualifications) • Filter object prompts, page 210 (using shortcut-to-a-filter qualifications) For more information on prompts, see Chapter 7, Advanced Prompts. Prompted attribute qualifications A prompted attribute qualification allows you to qualify on the values of attribute elements, attribute forms, or operators when you run a report. You can create the following types of attribute qualification prompts: • Choose from all attributes in a hierarchy allows you to choose an attribute to qualify on when you run a report. You are, however, restricted to choosing only the attributes from the selected hierarchy. After selecting the attribute, you can qualify on the ID or create an element list filter. • Choose from an attribute element list allows you to apply qualifications to an attribute form. You can choose an attribute from a list of attributes and qualify on the elements of the attribute. • Value prompt allows you to select a single value on which to qualify, such as a date, a specific number, or a specific text string. • Qualify on an attribute allows you to apply qualifications to an attribute form. You can choose an attribute from a list of attributes and qualify on an attribute form. Prompted metric qualifications A prompted metric qualification allows you to select a function, an operator, or a value for a metric when you run a report. You can create the following types of metric qualification prompts: • Qualify on a metric prompt allows you to qualify on a metric. You can choose a metric by specifying a single metric to use, or by specifying a search object to restrict the list of metrics from which you can choose a metric, when a report is run. • Metric Object prompt allows you to select one or more metrics that meet specific criteria when a report is run. For example, you could use a search to return a list of all metrics that contain a certain fact. From that list of © 2012 MicroStrategy, Inc. Prompted filters: Asking for user input for filter conditions 209 4 Advanced Filters Advanced Reporting Guide metrics, you can then choose the metrics that you want to see on the report. • Value prompt allows you to select a single value on which to qualify, such as a date, a specific number, or a specific text string. Report object prompts Choosing a prompt for a shortcut-to-a-report qualification creates a report object prompt that uses the selected report as the default answer. When you use this report object prompt in a report, it prompts you to choose a report as the filtering criteria during run time. qualification uses the results of one report to Abeshortcut-to-a-report included in another report. For more information, see the Building Query Objects and Queries, for Designers chapter of the MicroStrategy Basic Reporting Guide. You can define a report object prompt by specifying a search object or specifying a predefined list of objects to choose from, while executing a report. Filter object prompts Choosing a prompt for a shortcut-to-a-filter qualification creates a filter object prompt and allows you to choose the filters to be included in a report. You can define a filter object prompt by specifying a search object or specifying a predefined list of objects to choose from, while executing a report. qualification uses an existing filter, either as is Aorshortcut-to-a-filter with additional conditions, on a report. For more information, see the Building Query Objects and Queries, for Designers chapter of the MicroStrategy Basic Reporting Guide. Shortcut vs. embedded filters You can add a filter to a report in either of the following ways: 210 Shortcut vs. embedded filters © 2012 MicroStrategy, Inc. Advanced Reporting Guide • 4 Advanced Filters Apply a previously created, stand-alone filter to a report during report creation. For instructions, see Adding a stand-alone filter to a report, page 212. When you add a stand-alone filter to a report, you can choose to create a shortcut to the filter or to embed the filter in the report. The differences are described below: When you create a shortcut to a stand-alone filter, changes that you make to the filter are propagated to this report and to all other reports that use the filter as a shortcut. Changes that you make to this filter within this report are propagated to the filter, and to all other reports that use the filter as a shortcut. This is sometimes referred to as a linked filter. Use this option to share report caches. For detailed information about report caches, see the Caching chapter in the MicroStrategy System Administration Guide. • When you embed a copy of the filter in the report, changes that you make to the stand-alone filter are not propagated to this report. Changes that you make to the embedded filter within this report are not propagated to the filter. This is also called a local filter. Create a filter at the same time that you create a new report. This filter is embedded within the report and cannot be used in another report. For instructions, see the Desktop Help or the Building Query Objects and Queries, for Designers chapter in the MicroStrategy Basic Reporting Guide. When you save a report that contains a stand-alone filter, you can choose to keep the shortcut or to embed a copy of the filter in the report. For instructions, see Saving a report with a shortcut to a stand-alone filter, page 212. Analysts of report data can also apply filtering conditions to a report, for the individual instance of the report that they are currently viewing. This is called a view filter, and requires the MicroStrategy OLAP Services product. For steps to use a view filter, see the Desktop Help. can find an example of a shortcut to a filter in Shortcuts to a filter You and a template example, page 391. © 2012 MicroStrategy, Inc. Shortcut vs. embedded filters 211 4 Advanced Filters Advanced Reporting Guide Adding a stand-alone filter to a report The following procedure describes how to apply a previously created, stand-alone filter to a report during report creation. To add a filter to a report procedure assumes that you have already created a stand-alone This filter. For instructions to create a new filter, see the Desktop Help. 1 Edit the report to which you want to add a filter. 2 If the Object Browser is not already displayed, open it, by selecting Object Browser from the View menu. 3 Use the Object Browser window to search for and locate the filter that you want to add to the report. 4 Right-click the filter, and select one of the following (the options are described in more detail above): • Replace Report Filter with a shortcut to this filter to connect the stand-alone filter to this report. Changes to the stand-alone filter are propagated to the report, and vice versa. • Replace Report Filter with a copy of this filter to embed the filter in the report. Changes to the stand-alone filter are not propagated to the report, and vice versa. The filter appears in the Template definition section. If it is a shortcut, the filter name is displayed. An embedded filter is named Local Filter. you drag and drop the filter into the Report Filter definition Ifpane, the filter is embedded as a copy. 5 Save the report. If you added the filter as a shortcut, you must save the report with the shortcut to retain that functionality. See To save a report with a shortcut to a stand-alone filter, page 213 for instructions. Saving a report with a shortcut to a stand-alone filter When you save a report that contains a stand-alone filter, you can choose to save the filter as either a copy or a shortcut. 212 Shortcut vs. embedded filters © 2012 MicroStrategy, Inc. Advanced Reporting Guide • 4 Advanced Filters When you create a shortcut to a stand-alone object, changes that you make to the object are propagated to this report and to all other reports that use the object as a shortcut. Changes that you make to this object within this report are propagated to the object, and to all other reports that use the object as a shortcut. Use this option to share report caches. This is sometimes referred to as a linked template or filter. with shortcuts to stand-alone templates and filters allow Reports you to share report caches. If this is your intent, you must select the Retain the shortcuts option in the procedure. For detailed information about report caches, see the Caching chapter in the MicroStrategy System Administration Guide. • When you embed a copy of the object in the report, changes that you make to the stand-alone object are not propagated to this report. Changes that you make to the embedded object within this report are not propagated to the object. This is sometimes referred to as a local or report-specific template or filter. To save a report with a shortcut to a stand-alone filter 1 Save the report with a shortcut to a stand-alone filter: a Click Save and Close on the toolbar of the Report Editor or Report Viewer. The Save Report As dialog box opens. b Select the folder in which to save the report, then type the name of the new report. c Click Save. The Advanced Save Options dialog box opens. the report contains prompts, the Save Options dialog box Ifopens after you have named the report. To access the Advanced Save Options dialog box, click Advanced on the Save Options dialog box. For detailed instructions on saving a prompted report, see the Desktop Help. 2 Select one of the following options for saving the report: • Create a local copy of the filter. Changes that you make to the filter are not propagated to the original object, and vice versa. This is also called a local or embedded filter. • Retain the shortcuts to the filter. Creating shortcuts allows you to use an object on a report, taking advantage of the benefits of object reuse. Changes that you make to the filter are propagated to the original object, and vice versa. Use this option to share report caches. © 2012 MicroStrategy, Inc. Shortcut vs. embedded filters 213 4 Advanced Filters Advanced Reporting Guide 3 To use the selections that you made above as the defaults, select the Remember answers the next time I am prompted check box. 4 Click OK to save the report. 214 Shortcut vs. embedded filters © 2012 MicroStrategy, Inc. 5 5. CUSTOM GROUPS AND CONSOLIDATIONS Grouping Attribute Elements Introduction A custom group is a set of special filters that can be placed on a template. A custom group is made up of an ordered collection of elements called custom group elements. Consolidations are used to specify the data that you want to view in your report. They allow you to group attribute elements in new ways without changing the metadata and warehouse definitions. Both of these objects allow you to qualify a report on a row-by-row basis. The last section of the chapter, Custom group and consolidation comparison, page 256, summarizes the differences between these objects. Information about custom groups in this chapter includes: • About custom groups: Grouping attribute elements with banding and filtering, page 216 • Custom group effects on SQL generation, page 220 • Custom group structure on reports, page 226 © 2012 MicroStrategy, Inc. 215 5 Custom Groups and Consolidations Advanced Reporting Guide • Creating a custom group, page 228 • Editing and formatting a custom group, page 229 • Determining custom group interaction with the report filter, page 235 • Deleting a custom group, element, or condition, page 240 Information about consolidations includes: • Consolidations: Grouping attribute elements with arithmetic and logical operators, page 241 • Consolidation elements, page 244 • Evaluation order, page 247 • Consolidations and SQL, page 248 • Consolidation example, page 255 If you have a large number of objects to create or edit, you can also use MicroStrategy Command Manager to work with these objects. Command Manager manipulates MicroStrategy objects by means of user-created scripts rather than a graphical user interface. For more information about Command Manager, see the Automating Administrative Tasks chapter in the MicroStrategy System Administration Guide. For specific Command Manager syntax for working with custom groups or consolidations, open Command Manager and click Help. About custom groups: Grouping attribute elements with banding and filtering A custom group lets you group attribute elements from the same or different attributes to meet your reporting requirements. This allows you to group attribute elements on a report in a way that is not defined in your data warehouse. From the perspective of the report design process, a custom group is an object that can be placed on a template and is made up of a collection of elements called custom group elements. Each element contains its own set of filtering or banding qualifications. For example, your data warehouse contains data based on 12 months of the year, but you want to display data in a report for each season in a year. You can create a custom group with elements representing each season, such as 216 About custom groups: Grouping attribute elements with banding and filtering © 2012 MicroStrategy, Inc. Advanced Reporting Guide Custom Groups and Consolidations 5 Winter and Spring, then add a condition to each custom group element to display data only for those months in each season. In the image below, which shows a custom group being created in MicroStrategy Web, the Winter custom group element displays data for the months of December, January, and February; the Spring element displays data for March, April, and May; and so on. About custom group elements A custom group element is a logical expression of qualifications. Each custom group element is made up of: • A header, which contains the name of the custom group element and is displayed as a row in report results. The header is an arbitrary name that you define when you create the element. This name can be displayed on the report, so you should choose a meaningful name for the grouping of elements that you are defining. The Custom Group Editor provides you with different options for displaying the headers. For details, see Changing the position of element headers, page 230. • One or more conditions (also called filtering qualifications) that must be met to include data in the custom group element, such as “Quarter=Q1”. You can define any qualification, logical expression, or banding of the © 2012 MicroStrategy, Inc. About custom groups: Grouping attribute elements with banding and filtering 217 5 Custom Groups and Consolidations Advanced Reporting Guide qualification, or you can use previously created filters to build the custom group element. You can combine different types of filtering qualifications in the same custom group element. For example, you can combine “Region = Northeast” (an attribute qualification) with “Revenue > $1 million” (a metric qualification). Each set of conditions resolves into a list of attribute elements after the report is run. You can add that qualification to the report filter so that it determines the values of the custom group elements. You can then specify how the custom group interacts with the report filter, as described in Determining custom group interaction with the report filter, page 235. Custom group elements can include a logical expression containing any of the following qualification types (“Desktop” and “Web” indicate which product the qualification can be created in): • Attribute qualification (Desktop, Web): Restricts data based on the value of an attribute form; lets you view data only for attribute elements in a list; or compares two attributes to filter data. • Set qualification (Desktop, Web): Restricts data based on the value, rank or percentage of a metric, or by comparing the values of two metrics. • Custom group banding qualification (Desktop): Slices data into multiple ranges, or bands, based on metric values. cannot combine banding qualifications with other types of You qualifications. • Shortcut-to-a-report qualification (Desktop, Web): Restricts data using the results of an existing report. Also known as report qualifications or reports as filters. • Shortcut-to-a-filter qualification (Desktop, Web): Restricts data using an existing filter. Also known as filter qualifications or embedded filters. • Shortcut-to-a-prompt qualification (Web): Restricts data using the answers to an existing prompt. allows prompts in most qualification types. For details, Desktop see Prompted custom groups, page 236. 218 About custom groups: Grouping attribute elements with banding and filtering © 2012 MicroStrategy, Inc. Advanced Reporting Guide 5 Custom Groups and Consolidations Custom group examples Store inventory examples: Example 1 In Desktop, you can create the custom group Store Inventory as follows: • Small stores with low inventory • Store Sales < 50 AND Store Inventory < 200 Large stores with low inventory Store Sales > 50 AND Store Inventory < 200 The custom group elements in this example are: • • Small stores with low inventory, which is a logical expression of the following two metric qualifications (MQs): Store Sales < 50 (MQ1) AND (logical operator) Store Inventory < 200 (MQ2) Large stores with low inventory, which is a logical expression of the following two metric qualifications: Stores Sales > 50 AND Store Inventory < 200 (MQ1) (logical operator) (MQ2) Depending on the options that you select in the Custom Group Editor, the custom group could appear on the report in Desktop as shown below. © 2012 MicroStrategy, Inc. About custom groups: Grouping attribute elements with banding and filtering 219 5 Custom Groups and Consolidations Advanced Reporting Guide The output level of a custom group (in this example, Store) is based on the filtering conditions of the element. Each element in the custom group can have a different output level. Elements are completely independent. The fact that they are included in the same custom group means only that they are displayed on the same report. Store inventory examples: Example 2 After analyzing an inventory report covering the past six months, you notice that you have an excess of certain items in your warehouse. As a special promotion, you would like to offer these items at discounted prices to your best customers. To do this, you need to obtain a list of your top ten customers along with a list of your five lowest selling items on the same report. This requirement is requesting two different reports: the top ten customers and the five lowest selling inventory items. You can create a custom group with the following custom group elements: • Top ten customers • Five lowest selling items Each custom group element will have a different qualification applied to it. In this case, the first element is the top ten customers ranked by revenue. The second element is the bottom five items by revenue. For each element, change the display options to show the element names and individual items. This allows the names of the customers and items to be displayed. Create a report with this custom group and run it. Your top ten customers and bottom five items, in terms of revenue, are displayed. Custom group effects on SQL generation You can consider custom groups as many different reports “stacked up” together. The SQL for a report with a custom group is likely to be very complex. Each of the individual “mini-reports” that make up the entire custom group report will have at least one, if not more, SQL passes of its own. The Analytical Engine stacks up all these “mini-reports” to create the final results. In addition, numerous temporary tables may be created and dropped to hold intermediate data. Therefore, running a report with a custom group is equivalent to running many different reports and putting them together. As a result, custom groups 220 About custom groups: Grouping attribute elements with banding and filtering © 2012 MicroStrategy, Inc. Advanced Reporting Guide 5 Custom Groups and Consolidations are SQL-intensive in the sense that they are likely to generate many passes of SQL to the database. Benefits of using a custom group The benefit of a custom group is its ability to group attribute elements in a way that is not defined in the data warehouse. You can create “relationships” between the attribute and the custom group. A custom group can organize attribute elements through the following: • Attribute qualification • Set qualification • Banding • Advanced qualification • Shortcut-to-a-report qualification • Shortcut-to-a-filter qualification • Shortcut-to-a-prompt qualification Refer to Chapter 4, Advanced Filters, for more information on these qualification types. Banding qualification: Grouping by metric value intervals Banding qualifiers enable you to create banding custom group elements. Banding is a method of displaying the groups of custom group elements. Banding is defined by the output level of elements using the values of a metric. For example, you can slice the list of stores (Store attribute elements) using the values of the Total Sales metric. Suppose you have created a report that ranks stores according to the revenue generated by each store. You might decide to group the stores by creating one group for the top 10 stores, a second group for stores 11-20, and a third group for stores 21-30. You can apply different types of banding: • Band size: To slice the range of metric values defined by “start at” and “stop at” values into a number of bands, each defined by the parameter “step size.” © 2012 MicroStrategy, Inc. About custom groups: Grouping attribute elements with banding and filtering 221 5 Custom Groups and Consolidations Advanced Reporting Guide For example, in the following diagram the “start at” value is 10, “stop at” is 50, and “step size” is 10. These settings slice the group into four bands. • Band count: To define the number of equal bands into which the range of metric values is sliced. The range is defined by “start at” and “stop at” values, as band size is. However, band size defines the size of each band, while band count defines the number of bands. For example, to use band count to achieve the same results as the preceding diagram, set the band count to four, “start at” to 10, and “stop at” to 50. If you set the band count to five instead, each of the five bands have a size of eight. • Banding points: To specify the value where a band is placed. This enables you to produce bands of different sizes. engine uses its internal logic to create the bands based on the The banding points that you specify. For example, you want to create a report with two bands, one band showing the top 10 stores and the second band showing stores 11-100. For this, you must use three points—1, 10, and 100—as shown in the following figure. To show a band of the bottom 10 stores and then the remaining, use the same points in reverse order, that is, 100, 10, and 1. 222 About custom groups: Grouping attribute elements with banding and filtering © 2012 MicroStrategy, Inc. Advanced Reporting Guide • 5 Custom Groups and Consolidations Band for each distinct metric value: to create a separate band for each value calculated by the metric. This type of banding qualification directly uses the results of a metric as bands. It is very useful with metrics that already contain the logic needed to calculate sequential band numbers. Such metrics use mathematical formulas, NTile functions, Band functions, or Case functions. For example, a metric uses the NTile function to group revenue values into three groups. The custom group element is therefore sliced into three bands as well. Banding points example Report requirements You want to create two reports that rank employees according to the revenue that each employee generates. 1 Based on their revenue, the first report should segregate the employees into the following three groups: Top for the top 10%, Next for the next 40%, and Lowest for the lowest 50%. 2 Based on their revenue, the second report should segregate the employees into the following three groups: Lowest for the lowest 10%, Next for the next 40%, and Top for the top 50%. Solution To create the first report in Desktop, create a custom group called Employee Revenue and specify the banding points as 0, 10, 50, and 100. Create a report © 2012 MicroStrategy, Inc. About custom groups: Grouping attribute elements with banding and filtering 223 5 Custom Groups and Consolidations Advanced Reporting Guide that uses this custom group. A sample report is shown in the following image. The engine considers 0 as the highest banding point and 100 as the lowest banding point; hence, based on the revenue, it places the highest 10% of employees in the first band and so on. To begin creating the second report, define a custom group called Employee Revenue and specify the banding points in reverse order, that is, specify the banding points as 100, 90, 50, and 0. Again, the engine applies the same logic. It considers 0 as the highest banding point and 100 as the lowest banding point. Based on the revenue, it places the lowest 10% of employees in the first band, the next 40% of 224 About custom groups: Grouping attribute elements with banding and filtering © 2012 MicroStrategy, Inc. Advanced Reporting Guide 5 Custom Groups and Consolidations employees in the second band, and the highest 50% of employees in the third band as shown in the following figure. Metric value banding example Report requirements You want to create a report that ranks regions based on their revenue and provides the profit margin for each. The groups are Top Performers, Average Performers, and Under-performers. Solution First, create a metric that uses the NTile function to create three groups based on revenue. Use that metric in a custom group that bands based on metric value and for each metric value. Change the band names to Top Performers, Average Performers, and Under-Performers. Create a report © 2012 MicroStrategy, Inc. About custom groups: Grouping attribute elements with banding and filtering 225 5 Custom Groups and Consolidations Advanced Reporting Guide that uses this custom group. A sample Desktop report is shown in the following image. Note that this custom group shows the element names and items within the element. For more information on this option, see Custom group structure on reports, page 226. Custom group structure on reports Custom groups give a natural hierarchical structure to their elements. Each custom group element can be viewed as a set of smaller grouping elements, which can be repeatedly broken down until the actual items are reached. For example, in a Ranking custom group, the top-level element is Sales, which can be separated into the bands of Top Cities, Average Cities, and Bottom Cities. Each band can be further divided into elements such as San Diego and Berlin. By default, only the element names are displayed on the report, as shown in the following report sample in Desktop. If you change the display option of the custom group element in the Custom Group Editor, this division can be displayed in more detail. For example, the 226 About custom groups: Grouping attribute elements with banding and filtering © 2012 MicroStrategy, Inc. Advanced Reporting Guide 5 Custom Groups and Consolidations following is the same report with the element names and individual items displayed. While hierarchical display is similar to drilling on a report, drilling requires additional executions of the report. However, drilling allows you to manipulate a report on the fly. To view custom groups in a hierarchical structure on a report, you must: • Expand the item display of at least one custom group element • Enable hierarchical display for the custom group • Display the hierarchical view in the report These tasks are completed at different levels and in different Desktop interfaces, as described in the following table. Level Target Interface Settings Element Individual custom group element Display Options in Display: Custom Group Editor • Only the element names • Only the individual items within this element • The element names, individual items, and expand the items if possible • The individual items and expand them if possible Note: The last option is available only for banding. Custom group All elements of a custom group © 2012 MicroStrategy, Inc. Options in Custom Group Editor • Enable hierarchical display • Enable subtotals • Position of element headers About custom groups: Grouping attribute elements with banding and filtering 227 5 Custom Groups and Consolidations Advanced Reporting Guide Level Target Interface Settings Report All custom groups on a report Report Data Options in Report Editor • Display custom groups in hierarchical or flat view Report Individual custom groups Report Data Options in Report Editor • Enable subtotals Project All custom groups in a project My Preferences in Desktop • Show advanced qualification in Custom Group Editor • Show all prompt buttons in Custom Group Editor • Show tip boxes in Custom Group Editor • Trim leading spaces Steps are below to create a custom group in MicroStrategy Web. For detailed instructions on setting all the options, in the Custom Group Editor click Help. Creating a custom group The steps below show you how to create a custom group in MicroStrategy Web. For steps to create a custom group in Desktop, see the Desktop Help. can also create, edit, or delete multiple custom groups at the same You time by using a Command Manager script. For example, you can edit all custom groups to use a different attribute element. Command Manager is a MicroStrategy tool designed to automate certain tasks and processes. For more information about Command Manager, including instructions, see the Command Manager chapter of the System Administration Guide. Prerequisite • You must have the Web Use Custom Group Editor privilege to access the Custom Group Editor. To create a custom group 1 Browse to the folder in which to create the new custom group, then click the Create Custom Group icon. The Custom Group Editor is displayed. 228 Creating a custom group © 2012 MicroStrategy, Inc. Advanced Reporting Guide 5 Custom Groups and Consolidations 2 Type a name for the custom group in the Enter Custom Group Name Here field. 3 Type a description for the custom group in the Enter Custom Group Description Here field. To define custom group elements 4 Click New Custom Group Element. The Condition Editor opens. 5 Define the conditions to use to filter data by selecting an attribute, metric, report, or filter, then specifying the appropriate options. For detailed steps to define a condition, click Help in the Condition Editor. 6 Specify a name for the custom group element by clicking on the name of the element and typing a name in the field. 7 Repeat the steps above, beginning at To define custom group elements, to define additional custom group elements. To save the custom group 8 Click Save. The Save As dialog box opens. 9 Browse to the location to save your custom group in, then click Save. 10 Click OK to return to the Custom Group Editor. Editing and formatting a custom group You can use any of the following ideas to further design your custom group so it appears on reports the way that you want it to: • Changing the position of element headers, page 230 • Enabling subtotals for custom groups, page 230 • Sorting custom groups, page 231 (based on attribute ID or metric value) • Determining custom group interaction with the report filter, page 235 • Prompted custom groups, page 236 © 2012 MicroStrategy, Inc. Editing and formatting a custom group 229 5 Custom Groups and Consolidations Advanced Reporting Guide You can also edit the custom group elements and the conditions in a custom group element. For steps, see Editing custom group elements, page 236 and Editing the conditions in a custom group element, page 238. Changing the position of element headers You can change the position of the element headers relative to the custom group’s elements. You can choose to display the element headers at the top or bottom position, or inherit the default custom group definition. For this, you must set the display option of the custom group to display both the element headers and its elements. If the display option of the custom group is set to display only either the element header or the elements, you cannot change the position of the element headers. For example, the following Desktop report displays the element headers below their respective elements: Enabling subtotals for custom groups As shown in the table in Custom group structure on reports, page 226, you can enable custom group subtotals at the report or custom group level. • The report level is governed by the Report Data Options, which allow you to disable or enable subtotals for each custom group on a particular 230 Editing and formatting a custom group © 2012 MicroStrategy, Inc. Advanced Reporting Guide Custom Groups and Consolidations 5 report. For example, a report contains two custom groups. You can choose to subtotal on the Age Groups custom group but not on the Customer Deciling group. Alternatively, you can use the default setting, which is determined in the Custom Group Editor. • The setting in the Custom Group Editor allows you to enable or disable subtotals for a particular custom group, regardless of the report in which it is used. Changing the position of totals You can change the position of the totals for the custom group. This option is enabled only if subtotals have been enabled for the custom group. You can choose to display the totals at the top or bottom position, or inherit the default custom group definition. For example, the following Desktop report displays the Total Revenue at the top of the report: Sorting custom groups A custom group is a convenient method to group attributes at the display level. Therefore, by default, custom groups are not sorted on reports and you cannot use the sort accessible from the toolbar or right-click menu option to © 2012 MicroStrategy, Inc. Editing and formatting a custom group 231 5 Custom Groups and Consolidations Advanced Reporting Guide sort custom groups. However, you can use the advanced sorting functionality to sort a custom group in either of the following ways: • Sort on the IDs of the attributes that compose the custom group. • Inherit the attribute sort, which uses the default sort of the attribute that is set to display first. The display order is set in the Report display forms list on the Attribute Editor Display tab. The default sort for each form is determined in the New Attribute Form dialog box. For example, a custom group uses the Call Center attribute, which has both a numeric ID and a description. The description is defined to display on reports, and its default sort is ascending. If the sort criteria is defined to inherit the attribute sort, the custom group is sorted in alphabetical order by the description, as shown below when displayed in Desktop: 232 Editing and formatting a custom group © 2012 MicroStrategy, Inc. Advanced Reporting Guide Custom Groups and Consolidations 5 If ID sort is used, the custom group is sorted by the numeric ID of the attribute, as shown below: settings are found in the Criteria column on the Sorting dialog These box, which is accessed from the Advanced Sorting option on the Data menu in Desktop. For steps to sort custom groups, see the Desktop Help. Sorting by metric values of items You can use the Keep Group Structure option to sort by the metric values of the items in each custom group element. For example, the Areas custom group used previously is defined to display the individual items within its © 2012 MicroStrategy, Inc. Editing and formatting a custom group 233 5 Custom Groups and Consolidations Advanced Reporting Guide elements. It is placed on a report with the Revenue metric. Before sorting, the report is displayed in Desktop as shown below: To sort each Call Center (item) within each area (element), add the custom group as a sort and change the Criteria to Keep Group Structure. Add the metric as a second sort. The report now displays the call centers in order of their revenue values, within each element: 234 Editing and formatting a custom group © 2012 MicroStrategy, Inc. Advanced Reporting Guide Custom Groups and Consolidations 5 Determining custom group interaction with the report filter You cannot combine a banding qualification with another type of qualification (such as attribute qualification or metric qualification) in a custom group element. However, you can add that qualification to the report filter so that it will determine the values of the custom group elements. You can then specify how the custom group interacts with the report filter. When a custom group that uses attribute qualifications is included on a report with a report filter, the report filter is always applied to the individual custom group elements. However, if you create a custom group using metric qualifications or banding qualifications, by default the report filter is not applied to the custom group elements. Incorrect data can be returned in some scenarios. For example, a custom group displays revenue totals for customers in columns that represent the range of revenue that the customer has contributed. A customer that has contributed $7,500 in revenue is shown in the column for customers that contributed $5,000 to $10,000 in revenue. This custom group is included on a report that has a report filter that restricts results to data only for the year 2007. In this scenario, the report filter is evaluated after the custom group. If the same customer that has a total of $7,500 only had $2,500 in 2007, then the report would only display $2,500 for that customer. However, the customer would still show in the $5,000 to $10,000 in revenue range because the custom group did not account for the report filter. You can define the interaction between the report filter and the custom group to avoid this scenario, by using the Custom Group interaction with report filter property. This property has the following options: • No interaction - static custom group: Report filter qualifications are not applied to custom groups that use metric qualifications or banding qualifications. Filtering is applied only after the custom group has been evaluated. • Apply report filter to custom group: Report filter qualifications are applied to custom groups and are used to determine the values for each custom group element. • Apply report filter to custom group, but ignore related elements from the report filter: Report filter qualifications that do not qualify on attribute elements that are used to define the custom group elements are applied to custom groups. These filter qualifications are used to determine the values for each custom group element. For example, a © 2012 MicroStrategy, Inc. Editing and formatting a custom group 235 5 Custom Groups and Consolidations Advanced Reporting Guide report filter that qualifies on the Customer attribute is not applied to a custom group that also uses the Customer attribute to define its custom group elements. A report limit defined on a custom group report is ignored. Prompted custom groups A prompted qualification in a custom group allows you to dynamically modify the contents of a report at run time. By applying certain conditions on one or more of the attributes, attribute elements, metrics, or other objects that a report can include, it is possible to: • Apply conditions or modify components in a report at run time, thus eliminating the need for preliminary definitions • Execute a report multiple times, selecting a different answer to a given prompt each time, and have, as a result, a set of immediate answers to compare The following types of qualifications allow prompts: • Attribute qualifications • Metric qualifications • Shortcut-to-a-report qualifications • Shortcut-to-a-filter qualifications For more information on creating these types of prompts, see the MicroStrategy Basic Reporting Guide. Editing custom group elements The steps below show you how to perform various editing tasks in MicroStrategy Web. For steps in Desktop, click Help. Prerequisite • You must have the Web Use Custom Group Editor privilege to create, edit, or delete custom groups in the Custom Group Editor in MicroStrategy Web. 236 Editing and formatting a custom group © 2012 MicroStrategy, Inc. Advanced Reporting Guide 5 Custom Groups and Consolidations The table below lists the different ways in which you can edit a custom group element, and steps to perform each task in MicroStrategy Web. Goal Steps in MicroStrategy Web Create a new custom group element 1 Right-click the custom group, then select Edit. The Custom Group Editor opens. 2 Click Create New Custom Group Element, then select the appropriate options to define a filtering condition for the custom group element. For detailed steps to create a custom group and filtering conditions, see Creating a custom group, page 228. 3 Click Save to save changes. Rename a custom group element 1 Right-click the custom group, then select Edit. The Custom Group Editor opens. 2 Click the name of a custom group element and type a new name in the field. 3 Click Save to save changes. Add a condition to a custom group element 1 Right-click the custom group, then select Edit. The Custom Group Editor opens. 2 Click the arrow to the left of a custom group element to expand it. 3 Click New Condition, then select the appropriate options to define the filtering condition. For detailed steps to create a filtering condition, click Help within the Condition Editor. 4 Click Save to save changes. Edit the conditions in a custom group element 1 Right-click the custom group, then select Edit. The Custom Group Editor opens. 2 Click the arrow to the left of a custom group element to expand it. 3 To edit a condition, click the condition’s name, then select the appropriate options to redefine the condition. For detailed steps, see Editing the conditions in a custom group element, page 238. 4 Click Save to save changes. Duplicate a custom group element 1 Right-click the custom group, then select Edit. The Custom Group Editor opens. 2 Hover the cursor over the element to duplicate. 3 From the right, click the Duplicate icon. A copy of the element appears in the list. 4 Click Save to save changes. Move a custom group element 1 Right-click the custom group, then select Edit. The Custom Group Editor opens. 2 Click custom group element, then drag it to a new location. 3 Click Save to save changes. © 2012 MicroStrategy, Inc. Editing and formatting a custom group 237 5 Custom Groups and Consolidations Advanced Reporting Guide Goal Steps in MicroStrategy Web Format a custom group element 1 Right-click the custom group, then select Edit. The Custom Group Editor opens. 2 From the left, click Format. The Format Custom Group dialog box opens. 3 Select a custom group element to format from the first drop-down list. 4 Select the part of the custom group element to format. The options are: • Element Header: Specify the formatting for the name of the custom group element. • Element Value: Specify the formatting for the data for the custom group element. • Individual Items Header: Specify the formatting for the individual items in the custom group element. • Individual Items Value: Specify the formatting for the data for each individual item. 5 Select the appropriate formatting options to format the custom group element. For more information on the formatting options available, click Help in the Format Custom Group dialog box. 6 Click OK to apply changes. 7 Click Save to save changes. Specify how a custom group element is displayed in a grid report 1 Right-click the custom group, then select Edit. The Custom Group Editor opens. 2 Hover the cursor over the element to edit. 3 From the right, click the Element Display Options icon. The Element Options dialog box opens. From the Display drop-down list, select one of the following: • Display element name only (Default): Displays the name of the custom group element. • Display individual items only: Displays the names of individual items in the custom group element. 4 Click Save to save changes. You can display the custom group element using the element name, individual items in the element, or both Edit options such as whether attribute elements in a custom group element are indented, and how the custom group interacts with the report filter 1 Right-click the custom group, then select Edit. The Custom Group Editor opens. 2 From the left, click Options. The Custom Group Options dialog box opens. 3 Select the appropriate options, such as whether or not to display subtotals in the custom group. For details on the options available, click Help. The Preview pane displays a preview of the custom group when the currently selected options are applied. 4 Click OK to apply changes. 5 Click Save to save changes. Editing the conditions in a custom group element Once you have created a custom group, you can edit the conditions in a custom group element. For example, you can specify the order in which 238 Editing and formatting a custom group © 2012 MicroStrategy, Inc. Advanced Reporting Guide 5 Custom Groups and Consolidations conditions are evaluated, or change the logical operator between two conditions. The steps below show you how to perform various editing tasks in MicroStrategy Web. For steps in Desktop, click Help. For steps to create a custom group, see Creating a custom group, page 228. Prerequisite • You must have the Web Use Custom Group Editor privilege to access the Custom Group Editor in MicroStrategy Web. The table below contains editing tasks that you can perform on a condition in a custom group element, and steps to perform them in MicroStrategy Web. Goal Steps in MicroStrategy Web Create or edit a condition 1 Right-click the custom group, then select Edit. The Custom Group Editor opens. 2 To expand the custom group element in which to create or edit a condition, click the arrow next to the element’s name. 3 Do one of the following: • To create a condition, click Add Condition. • To edit an existing condition, click the condition. 4 Define or redefine the condition by selecting an attribute, metric, report, or filter, then specifying the appropriate options. For detailed steps to define a filtering condition, click Help in the Condition Editor. 5 Click Save to save changes. Shift a condition up or down in the custom group element Before you can move a condition, the custom group element must include at least two conditions. 1 Right-click the custom group, then select Edit. The Custom Group Editor opens. 2 To expand the custom group element in which to create or edit a condition, click the arrow next to the element’s name. 3 Click the name of the condition, then drag it to a new location. 4 Click Save to save changes. Conditions at the top of the custom group element are evaluated first Group conditions to be evaluated together © 2012 MicroStrategy, Inc. Before you can group conditions, the custom group element must include at least three conditions. 1 Right-click the custom group, then select Edit. The Custom Group Editor opens. 2 To expand the custom group element in which to create or edit a condition, click the arrow next to the element’s name. 3 Click the right arrow between the two conditions to group. The conditions are grouped together and indented to the right. 4 Click Save to save changes. Editing and formatting a custom group 239 5 Custom Groups and Consolidations Advanced Reporting Guide Goal Steps in MicroStrategy Web Ungroup two conditions 1 Right-click the custom group, then select Edit. The Custom Group Editor opens. 2 To expand the custom group element in which to create or edit a condition, click the arrow next to the element’s name. 3 Click the left arrow between the conditions to be ungrouped. The conditions are ungrouped. 4 Click Save to save changes. Change the logical operator between two conditions Before you can change the logical operator, the custom group element must include at least conditions. 1 Right-click the custom group, then select Edit. The Custom Group Editor opens. 2 To expand the custom group element in which to create or edit a condition, click the arrow next to the element’s name. 3 Click the operator to change, then select a new logical operator from the menu that is displayed. The operator is changed and the two conditions are grouped together. 4 Click Save to save changes. Deleting a custom group, element, or condition Prerequisite • You must have the Web Use Custom Group Editor privilege to access the Custom Group Editor in MicroStrategy Web. To delete a custom group 1 Browse to the folder in which the custom group is stored. 2 Right-click the custom group, then select Delete. 3 Click OK. The custom group is deleted. To delete a custom group element 1 Right-click the custom group, then select Edit. The Custom Group Editor opens. 240 Deleting a custom group, element, or condition © 2012 MicroStrategy, Inc. Advanced Reporting Guide 5 Custom Groups and Consolidations 2 Hover the cursor over the element to delete. From the right, click the Delete element icon. The element is deleted. 3 Click Save to save changes. To delete a custom group element condition 1 Right-click the custom group, then select Edit. The Custom Group Editor opens. 2 Expand the custom group element that contains the condition to delete, by clicking the arrow next to the element’s name. 3 Hover the cursor over the condition to delete, then click the Delete condition icon. The condition is deleted. 4 Click Save to save changes. Consolidations: Grouping attribute elements with arithmetic and logical operators Consolidations enable you to group together and to pick specific attribute elements. Further, consolidations allow you to place this grouping of attribute elements on a template just like an attribute. The elements of the consolidation appear as rows on your report, and they can have arithmetic calculations. For example, suppose you want to see each season of the year as a separate row on a report, but Season does not exist as an attribute in your project. A consolidation allows you to group together the elements of the Month of Year attribute into various seasons and place them on the template. This consolidation will contain four consolidation elements, one for each season. Summer consists of June + July + August, fall consists of September + October + November, and so on. The consolidation is placed in the rows of your report with the desired metrics in the columns. Therefore, when a user runs the report, the metric values for June, July, and August are added together to yield the value for Summer. This occurs for each of the seasons. elements do not have to be based on a single attribute, asConsolidation described in this example. You can use attributes at different levels, © 2012 MicroStrategy, Inc. Consolidations: Grouping attribute elements with arithmetic and logical operators 241 5 Custom Groups and Consolidations Advanced Reporting Guide such as Region and Country, or unrelated attributes, such as Country and Year. For details on creating consolidation element expressions, see Consolidation elements, page 244. In general, consolidations provide two powerful functions that enhance your reporting needs. These functions are: • Create a virtual attribute • Perform row level math Create a virtual attribute In the above example of the Seasons consolidation, the four different season consolidation elements are made up by adding together the respective Months of Year that belong to the different seasons. The fact that you can add together attribute elements in groups means you can aggregate data on a report at a level other than one of the predefined attributes. The effect appears as if you had a Seasons attribute in your data model, as shown below. Of course, you can get the same effect if you change your data model, and actually add a Seasons attribute to your Time hierarchy. However, adding an attribute is generally a very complex task because you have to ensure that the proper lookup and relationship tables exist in the warehouse. Consolidations allow you to avoid changing the data model, although in a limited way. This Seasons consolidation is built by adding together respective Months of Year in the different seasons. But you are not limited to just adding. In fact, you can perform any simple arithmetic operation while building your consolidation. 242 Consolidations: Grouping attribute elements with arithmetic and logical operators © 2012 MicroStrategy, Inc. Advanced Reporting Guide 5 Custom Groups and Consolidations Perform row level math Consolidations allow mathematical operations between elements or element groups. That is, you can perform arithmetic operations such as addition, multiplication, division, and subtraction. You can even use constants while specifying your elements. This feature makes consolidations a powerful tool in reporting. It allows you to specify row level math for a report. That is, it allows you to have a row in a report that is specified by a mathematical operation. Continuing with the Seasons example, the ratio of sales between different seasons can be calculated using row level math in a consolidation, as shown below: Spring/Fall is the consolidation element Spring divided by the consolidation element Fall. Similarly, Summer/Winter is the consolidation element Summer divided by the consolidation element Winter. The Seasons consolidation performs row level math that makes this report possible. Without consolidations, creating this analysis would be cumbersome. that elements are formatted as dollars ($) and percentages (%) Notice in the same consolidation. You can format individual consolidation elements in the Consolidation Editor. However, element value formatting cannot be overridden by report formatting. To apply report formatting on element values, element values must be set to the default formatting. For details on the interaction of formatting layers, see Order of layers, page 355. © 2012 MicroStrategy, Inc. Consolidations: Grouping attribute elements with arithmetic and logical operators 243 5 Custom Groups and Consolidations Advanced Reporting Guide Consolidation elements Consolidation elements are attribute elements that define the consolidation. Consolidation elements can also be an expression of attribute elements that make up a consolidation. They can be defined from any of the following: • Elements from the same attribute, such as two cities • Attribute elements from different levels of the same hierarchy, such as Region and Call Center in the Geography hierarchy • Elements from attributes in different hierarchies, such as Country (from the Geography hierarchy) and Year (from the Time hierarchy) • Existing consolidation elements, such as the ratio of Spring and Summer sales to Fall and Winter sales • Elements from any other consolidation in the project, that is, elements imported from an existing consolidation into another one You can combine the elements with simple mathematical expressions. For example, you can have an expression that adds attribute elements together, such as combining June, July, and August to get a Summer consolidation element. A consolidation element can also contain the logical operator AND. The following example demonstrates the use of mathematical expressions (addition and subtraction) and the AND operator. Example of AND used in a consolidation element expression You must report on the difference in revenues between the USA and Web for the winter of 2002 . Create the following consolidation elements: • USA: Winter 2002 ({Month=Jan 02 AND Country=USA} + {Month=Feb 02 AND Country= USA} + {Month=Mar 02 AND Country=USA}) • Web: Winter 2002 ({Month=Jan 02 AND Country=Web} + {Month=Feb 02 AND Country= Web} + {Month=Mar 02 AND Country=Web}) cannot type AND into the expression. You must drag and drop an You attribute element into the expression to trigger the AND operator. For more details, see the online help. 244 Consolidations: Grouping attribute elements with arithmetic and logical operators © 2012 MicroStrategy, Inc. Advanced Reporting Guide Custom Groups and Consolidations 5 Create a consolidation element that uses the above elements to calculate the difference: • USA - Web: Winter 2002 ([USA: Winter 2002] - [Web: Winter 2002]) Finally, create a report with this consolidation and the Revenue metric. The report looks like the following: Elements from the same attribute A consolidation can contain elements from the same attribute, such as (March) and (April), both elements of the attribute Month of Year. With reference to the previous example, consolidation elements allow you to expand the consolidation to see the values for each month. For example, using elements from the same attribute, you can modify the report result set as follows by adding the following three elements to the consolidation: • Element 1 (March) Month of Year=March • Element 2 (April) Month of Year=April • Element 3 (March-April) {March}-{April} With the use of consolidation elements, the report can now display the following. © 2012 MicroStrategy, Inc. Consolidations: Grouping attribute elements with arithmetic and logical operators 245 5 Custom Groups and Consolidations Advanced Reporting Guide A consolidation can contain any expression on the pairs of elements, such as (March - April). Using another example, an element expression can also be [DC, 2002] / [DC, 2003]. Elements from different levels of the same hierarchy A consolidation can contain elements from different levels within the same hierarchy, such as Item and Subcategory from the Products hierarchy. For example, you may want to compare the contribution of different items to the Subcategory sales. Your consolidation, for the items Chocolate Roses and Chocolate Spoons, looks like: • Element 1 (Roses percent) [{Item=Chocolate Roses} / {Subcategory=Chocolate}] • Element 2 (Spoons percent) [{Item=Chocolate Spoons} / {Subcategory=Chocolate}] With the use of consolidation elements, the report displays the following. Elements from attributes in different hierarchies A consolidation element can contain elements from attributes in different hierarchies. For example, you can calculate the difference between two different regions for a particular month. For the months March and April, the consolidation could contain the following elements: • Element 1 (March Southeast - Southwest) [Month of Year=March AND Region=South-East] - [Month of Year=March AND Region=South-West] • Element 2 (April Southeast - Southwest) [Month of Year=April AND Region=South-East] - [Month of Year=April AND Region=South-West] 246 Consolidations: Grouping attribute elements with arithmetic and logical operators © 2012 MicroStrategy, Inc. Advanced Reporting Guide 5 Custom Groups and Consolidations The report now appears as follows: Existing elements Using existing elements allows you to perform row level math, as described previously. For an example, see Perform row level math, page 243. Importing elements from other consolidations You can import consolidation elements from an existing consolidation. When a consolidation element is imported, a new consolidation element is created and embedded into the consolidation. Evaluation order If you want to place two or more consolidations on a report, the order the engine evaluates them is significant and can change your result set. If one of the consolidations involves multiplication or division and the other involves addition or subtraction, which consolidation is calculated first matters. When performing a mathematical calculation, the product of a sum is not always equal to the sum of the product. For example, a report contains the Dollar Sales metric and two consolidations. One consolidation is Seasons, as discussed in the previous examples. The other is called Years and is composed of three elements: 2002, 2003, and 2002/2003. The row for Spring 2002/2003 can be calculated either as (March 2002 + April 2002 + May 2002) / (March 2003 + April 2003+ May 2003) or as (March 2002 / March 2003) + (April 2002 / April © 2012 MicroStrategy, Inc. Consolidations: Grouping attribute elements with arithmetic and logical operators 247 5 Custom Groups and Consolidations Advanced Reporting Guide 2003) + (May 2002 / May 2003). When the first calculation is used, that is, the Seasons consolidation is evaluated first, the following report results. When the second calculation is used, that is, the Years consolidation is evaluated first, the following report results. Notice the difference in the 2002/2003 rows. The evaluation order is set in the Report Data Options dialog box of the Report Editor when you create the report. To access this dialog box, select Report Data Options from the Data menu. Consolidations and SQL The calculations associated with a consolidation are done by the Analytical Engine component of Intelligence Server. The SQL Engine writes the SQL query that gets the required data from the warehouse, and then passes it to the Analytical Engine to do any mathematical operation that is needed to create the report. 248 Consolidations: Grouping attribute elements with arithmetic and logical operators © 2012 MicroStrategy, Inc. Advanced Reporting Guide Custom Groups and Consolidations 5 For example, the following SQL is for the dollar sales by season report discussed in Create a virtual attribute, page 242. that the seasons are not mentioned in the SQL. The query Notice retrieves the data for the Months of Year, and then the Analytical Engine performs the necessary calculations to present the data in terms of seasons. select a12.[MONTH_OF_YEAR] AS MONTH_OF_YEAR, max(a13.[MONTH_OF_YEAR_NAME]) AS MONTH_OF_YEAR_NAME, a12.[YEAR_ID] AS YEAR_ID, sum(a11.[TOT_DOLLAR_SALES]) as DOLLARSALES from [MNTH_CATEGORY_SLS] a11, [LU_MONTH] a12, [LU_MONTH_OF_YEAR] a13 where a11.[MONTH_ID] = a12.[MONTH_ID] AND a12.[MONTH_OF_YEAR] = a13.[MONTH_OF_YEAR] AND a12.[MONTH_OF_YEAR] in (3, 4, 5, 6, 7, 9, 10, 11, 12, 1, 2) group by a12.[MONTH_OF_YEAR], a12.[YEAR_ID] Consolidations and subtotals By default, subtotals for consolidations are disabled. This means that while you can subtotal a consolidation on a report, you cannot subtotal an object placed to the left of the consolidation on the report. That is, any subtotal which is defined across the consolidation and its higher levels is not shown on the report. © 2012 MicroStrategy, Inc. Consolidations: Grouping attribute elements with arithmetic and logical operators 249 5 Custom Groups and Consolidations Advanced Reporting Guide For example, the following report contains Year, Month of Year, Category, and the Revenue metric, in that order from left to right. (Only a portion of the report is included.) Notice that a consolidation is not included. If you add grand totals, a total is calculated for the entire report, as shown in the portion of the report displayed below. (Add grand totals by pressing F11.) If you add subtotals, a monthly total, yearly total, and grand total are displayed. (Add subtotals by selecting Total on the Subtotals dialog box.) 250 Consolidations: Grouping attribute elements with arithmetic and logical operators © 2012 MicroStrategy, Inc. Advanced Reporting Guide Custom Groups and Consolidations 5 Selected portions of the report are included below to show monthly and yearly totals. If you subtotal across level, you can choose Year, Month of Year, and/or Category. Subtotaling across levels means to group by attributes to the left of the selected attribute. In the report below, Category is selected as the subtotal level, so the subtotals are grouped by month. Selected portions of © 2012 MicroStrategy, Inc. Consolidations: Grouping attribute elements with arithmetic and logical operators 251 5 Custom Groups and Consolidations Advanced Reporting Guide the report are included to show that monthly totals are calculated, but not yearly totals. more information on subtotal across level, see Totaling and For subtotaling data on reports, page 322. In contrast, a similar report contains Year, a Seasons consolidation, Category, and the Revenue metric, in that order from left to right. 252 Consolidations: Grouping attribute elements with arithmetic and logical operators © 2012 MicroStrategy, Inc. Advanced Reporting Guide Custom Groups and Consolidations 5 If you add grand totals to the report, no totals are displayed because the entire report is at a higher level than the consolidation. If you add subtotals, the only total displayed is for Season. This occurs because year and grand totals are at a higher level than the consolidation. That is, Year is to the left of Season on the report. If you subtotal across level, you can only select Category. Year is displayed, but cannot be selected because it is to the left of Season, that is, Year is on a higher level than Season. Since subtotals are disabled for the consolidation, Season is not displayed. The report is subtotaled by season only, as shown below. © 2012 MicroStrategy, Inc. Consolidations: Grouping attribute elements with arithmetic and logical operators 253 5 Custom Groups and Consolidations Advanced Reporting Guide Enable subtotals for the Season consolidation and then re-execute the report. If you add grand totals, a total is calculated for the entire report. (The end of the report is shown below.) If you add subtotals, a seasonal total, yearly total, and grand total are displayed. (Again, only the bottom of the report is displayed below.) If you subtotal across level, you can choose Year, Season, and/or Category. Subtotaling across levels means to group by attributes to the left of the selected attribute. In the report below, Category is selected as the subtotal 254 Consolidations: Grouping attribute elements with arithmetic and logical operators © 2012 MicroStrategy, Inc. Advanced Reporting Guide 5 Custom Groups and Consolidations level, so the subtotal is grouped by season. Selected portions of the report are included to show that seasonal totals are calculated, but not yearly totals. Consolidation example Report requirement You have been given a task to understand how products are performing in different sections, or territories, of the country and abroad. This will allow you insight into consumer buying patterns and offer guidance on establishing pricing strategies and promotions. You need to see the territories in the rows of your report and various metrics, such as sales, profit, and revenue in the columns. How can you accomplish this? Solution A Territory attribute does not exist in your project. You must create one. A consolidation allows you to group together various elements of the Region attribute into various territories and place them on your template. In this example, you need to break down the territories as follows: © 2012 MicroStrategy, Inc. Consolidations: Grouping attribute elements with arithmetic and logical operators 255 5 Custom Groups and Consolidations Advanced Reporting Guide • East = Mid-Atlantic, Northeast, Southeast • Mid-America = Central, South • West = Northwest, Southwest • Foreign = Canada, England, France, Germany These consolidations placed in the rows of your report allow the metrics for values to be added together for a specific territory. For example, the metric values for Northwest and Southwest will be added together to yield the value for West, and so on. Custom group and consolidation comparison Both consolidations and custom groups provide flexibility in reports, but the objects differ in their structure and use. The essential distinction is that consolidations work with attributes and custom groups use filters. Consolidations are groupings of attribute elements while custom groups are based on filter criteria. Custom groups are used to apply different filters to different rows of a report. Consolidations are used to create virtual attributes to allow reporting on attributes that do not exist in the data model. Finally, row level math can be performed with consolidations but not with custom groups. Custom groups are more flexible than consolidations because you do not have to know much about your data to create filters for a custom group. In contrast, consolidations require that you know exactly which attribute elements to select when creating the consolidation. To continue with the examples from the previous sections, you create filters for the Store Inventory custom group, to group small stores with low inventory and large stores with low inventory. For the Seasons consolidations, you need to know the months that make up a season. The following table outlines other differences between custom groups and consolidations. More information on each section follows the table. Feature or Action Custom Group Consolidation Arithmetic operations Not allowed Allowed Where and how data is calculated Warehouse Analytical Engine SQL efficiency Low High (row level math) 256 Custom group and consolidation comparison © 2012 MicroStrategy, Inc. Advanced Reporting Guide Custom Groups and Consolidations Feature or Action Custom Group Consolidation Re-using consolidation elements No Yes Hierarchical display Flexible and expandable Fixed at element level only Subtotals Yes 5 Yes Arithmetic operations support (row level math) Arithmetic operations such as addition and division are not allowed in custom group definitions. However, complicated mathematical expressions can be created in consolidations using the following operators: • + • - • * • / • () This means that row level math, or mathematical operations between elements, can be performed in consolidations but not in custom groups. Row level math is a powerful tool in reporting, since it allows rows to be specified by mathematical operations. Where and how data is calculated Although the Analytical Engine might be needed to resolve banding in a custom group, the final stage of calculation is always in the data warehouse. For consolidations, all necessary data is retrieved from the data warehouse and then the consolidations are created in the Analytical Engine. Therefore, consolidations can be assigned an evaluation order to provide more and varied analyses. For more information on evaluation order, refer to Evaluation order, page 247. © 2012 MicroStrategy, Inc. Custom group and consolidation comparison 257 5 Custom Groups and Consolidations Advanced Reporting Guide SQL efficiency For each custom group element, there is at least one SQL pass. When the custom group element is expanded in the Custom Group Editor, up to three SQL passes must be made for each custom group element. Since the Query Engine uses a smart algorithm to combine consolidation elements and determine the minimal number of SQL passes, only one SQL pass may be needed for all the consolidation elements. Re-using consolidation elements You cannot use existing custom group elements to build a new custom group element. You must always build a custom group from attributes. In contrast, you can build new consolidation elements based on existing consolidation elements, which is also called recursive definition. Hierarchical display support Each custom group element can be viewed as a set of smaller grouping elements, which can be repeatedly broken down until the actual items are reached. This functionality, along with the four different display modes, provides flexibility and deeper analysis. For more information on viewing custom groups in a hierarchical structure, see Custom group structure on reports, page 226. Consolidations are displayed only at the element level; you cannot expand the elements. Subtotal support Custom groups act like attributes when subtotals are included. By default, subtotals for consolidations are disabled. This means that while you can subtotal a consolidation on a report, you cannot subtotal an object placed to the left of the consolidation on the report. That is, any subtotal which is defined across the consolidation and its higher levels is not shown on the report. For more information on consolidations and subtotals, see Consolidations and subtotals, page 249. 258 Custom group and consolidation comparison © 2012 MicroStrategy, Inc. 6 6. DRILL MAPS Customizing Drill Paths Introduction Drill maps allow you to create fully customized drill paths that are available to your users while drilling on a report. By default, the paths available are based on the system hierarchy of the project. You can create custom drill maps that can override these defaults. This chapter describes how a drill map works, how to create a drill map, and how it can affect what you see when drilling on a report. Sections include: • What is drilling?, page 259 • Creating custom drill maps and paths, page 262 • Drill map association: Objects containing the drill map, page 272 What is drilling? After executing a report in a MicroStrategy reporting environment, a user may need to execute another report based on the original report to get more detailed or supplemental information. For example, after looking at annual © 2012 MicroStrategy, Inc. What is drilling? 259 6 Drill Maps Advanced Reporting Guide sales of a certain city, she may want to look at the monthly sales for the same city. Alternatively, after noticing that a certain item had a very high profit margin, she may want to see if that is also true for the entire category of that item. Such actions where a user creates a related report based on an existing report are referred to as drilling. Even though a report generated as a result of drilling is related to the original report, they are, in essence, two entirely different reports. This means that the two reports can be saved or changed independent of each other. The two reports are different either because they have different templates, different filters, or both. To drill on a report, a user can right-click an object on the report and then select the direction and destination. However, he is restricted by any settings assigned to the object's drill map. To override the default settings for filters and parent, page-by, threshold, and subtotal display on the drilled-to report, a user can drill using the Drill dialog box, which is accessed from the Drill option on the Data menu. For drilling instructions, see the Desktop Help. For details and examples of these properties, see Drill path properties, page 264. Drill maps and drill paths Drill maps determine the options available to an end user when drilling on a report. When a user right-clicks an object on a report and chooses the drill option, he is displaying drill maps. When the drill hierarchies are created, a default drill map is created. If no drill hierarchies are created, the system hierarchy is used to create the default drill map. The drill map determines what options are available to users when they drill on a report object. These different options are referred to as drill paths, which include the destination of the drill. The destination can be an attribute, a consolidation, a hierarchy, or a template. projects must have a default drill map; you cannot delete it unless All you first specify a new default drill map. The default project drill map is specified in the Project Configuration Editor. If you try to delete the only default drill map for a project, a message indicates that other objects depend on it. When you search for dependent objects, none are found. The dependent object is the project itself. 260 What is drilling? © 2012 MicroStrategy, Inc. Advanced Reporting Guide 6 Drill Maps In summary, a drill map determines what drill paths are available while drilling from a report object. By default, the drill paths available to a report object reflect exactly the drill hierarchies of the project. Default drill paths: System hierarchy drill paths Before customizing drilling options you need to understand how the default drill paths work. An end user can drill from any object on a report, other than a simple metric. For example, drilling down from an attribute or a hierarchy allows a user to access other child attributes in the same hierarchy. Drilling from a consolidation allows access to the attributes that make up the consolidation. Note that by default in these types, drilling changes a report by navigating through the drill hierarchies and selecting another attribute to view. The original object is replaced with the one drilled to. Drilling on a compound metric allows a user to view the metrics that compose it. Filters and drilling How a report’s filter is changed while drilling depends on what part of the original report is selected when the drill is performed. By default, if an attribute element on the original report is selected while drilling, then that attribute element is added to the new filter created for the drill. The filter from the original report (the drilled-from report) is carried over as well. For example, a report lists revenue by state and contains a filter for the Electronics category. A user selects Virginia when he drills to Store. The resulting report contains Electronics revenue for Virginia stores only. You can change this default behavior for a drill path in the Drill Map Editor and for a report in Report Data Options. For descriptions of the drill path properties that affect filtering, see Filter interaction properties, page 265. The right-click menu provides two ways to drill: • If a user right-clicks a header, a filter is not added to the drill. • If a user right-clicks an attribute element, the filter is used. © 2012 MicroStrategy, Inc. What is drilling? 261 6 Drill Maps Advanced Reporting Guide Creating custom drill maps and paths You can override the default drill map by creating your own custom drill maps and paths. Once you begin customizing a drill map for an object, none of the drill paths of the system hierarchy are available for drilling on that object. For example, before you create a drill map for the attribute Region, the default drill map is the system hierarchy, which allows drilling up to Country and down to Call Center. You create a drill map and add a drill path down to Employee. A user cannot drill to Country or Call Center from Region unless you add these attributes to the new drill map as well. To create a custom drill path, use the Drill Map Editor to select a destination and drill path type, and define the properties, as described in the following sections: • The destination of the drill, page 263 • Drill path types: Drilling up, down, across, or to a template, page 263 • Drill path properties, page 264 Drill priority, page 265 Filter interaction properties, page 265 Keeping or removing the page by and base template, page 269 Displaying the drilled-on object and thresholds, page 270 Specifying the display mode and VLDB properties, page 271 You can: • Create a new drill map as a stand-alone object, which allows you to associate multiple objects with the same drill map. To do this, access the Drill Map Editor directly. From the MicroStrategy Desktop, choose New, and then select Drill Map. • Create or edit a drill map for a particular object, access the Drill Map Editor from that object. You can access it from an attribute, custom group, consolidation, template, or report. For instructions, see the Desktop Help. 262 Creating custom drill maps and paths © 2012 MicroStrategy, Inc. Advanced Reporting Guide 6 Drill Maps The destination of the drill The destination is the object which a user will drill to in the report. This can be any of the following: • Attribute • Consolidation • Hierarchy • Template Every time that a user selects a template drill path, a new report with the selected template is generated. If the drill path is set to a template, every time you use this drill path a new report with the selected template is generated. • Another drill map Use this as a shortcut to the drill paths of the selected drill map. If drill map is not displayed as an drill path destination, select View Drill Map Path List from the View menu. You can create multiple destinations for each drill path type, and you can create multiple drill paths in each drill map. Drill path types: Drilling up, down, across, or to a template A drill path can be one of the following types: • Up—The destination can be any attribute, consolidation, custom group, or hierarchy, and does not have to be related to the original object. The destination is shown as part of the Drill Up menu when a user right-clicks and selects Drill in the report. • Down—This is similar to Up, except that the destination is shown as part of the Drill Down menu when a user right-clicks and selects Drill. • Across—This is also similar to Up, except that the destination is shown as part of the Other Directions menu when a user right-clicks and selects Drill. © 2012 MicroStrategy, Inc. Creating custom drill maps and paths 263 6 Drill Maps Advanced Reporting Guide • Template—This allows you to replace the template of the original report template with a completely different destination template. Select the template to use as the destination template. • Drill Map—Use this as a shortcut to the drill paths of another drill map, by selecting an existing drill map to use as the destination. You cannot select an attribute, consolidation, custom group, or hierarchy as the destination. The destinations of those drill paths are displayed along with the destinations that you have created. For example, you select a drill map that drills up to Brand. You already have a drill path up to Subcategory. When a user selects Drill and Up, both Brand and Subcategory are displayed. you select a drill map or hierarchy as the destination, you cannot Ifdefine any properties, such as priority or page by display, for the drill path. Drill path properties The properties for a drill path are described in the following sections: • Drill path display name, description, and set, page 265 • Drill priority, page 265 • Filter interaction properties, page 265 • Keeping or removing the page by and base template, page 269 • Displaying the drilled-on object and thresholds, page 270 • Specifying the display mode and VLDB properties, page 271 a drill map or hierarchy is the destination of a drill path, you cannot Ifdefine any properties for that drill path. The drill path properties available in the Drill Map Editor can be overwritten either: • At the report level (see the Answering Questions about Data chapter in the Basic Reporting Guide or the Desktop Help for descriptions of the drilling options at the report level) • When a user drills (if he uses the Drill dialog box) 264 Creating custom drill maps and paths © 2012 MicroStrategy, Inc. Advanced Reporting Guide 6 Drill Maps Drill path display name, description, and set The Drill Path Display Name is the name displayed in the right-click drill menu on the report. You can either: • Use the object's name, by selecting the Use name of object check box. • Type a display name in the box. You can also include a description of the drill path, to help identify it to other report designers. You can group drill paths together in the right-click drill menu by using the same Set Name for them. This is valid for all drill path types. Sets cannot cross drill types, so use them to group drill maps within a single drill type, such as Up. Once you create a Set name, it appears in the drop-down list of other drill paths. Drill priority The Priority property affects how the drill path is displayed in a report: • Low: The drill path is available as a right-click menu option in a MicroStrategy Desktop report. In a MicroStrategy Web report, this drill path is not available as a right-click menu option but can be accessed from the More Options link. • Medium: The drill path is available as a right-click menu option in both Desktop and Web reports. • High: The drill path is used as the default drill path in both Desktop and Web reports. It is still available as a right-click menu option. When a user double-clicks an object on a Desktop report, the default drill path is used. In Web, if an object on a grid has a default drilling option, the elements of that object appear as hyperlinks on the grid. A user can click the hyperlink to drill on the elements. To set a drill path as the default, assign its priority to High. Only one high priority drill path can exist in each drill map. Filter interaction properties The following properties affect how the filter is manipulated: © 2012 MicroStrategy, Inc. Creating custom drill maps and paths 265 6 Drill Maps Advanced Reporting Guide • Apply user filter (see User filter and report filter properties, page 266) • Apply report filter (see User filter and report filter properties, page 266) • Include other filter (see Merging or ignoring existing attribute qualifications: Include other filter property, page 266) • Apply additional filter (see Adding another filter to the drilled-to report, page 268) User filter and report filter properties The Apply user filter property determines whether the object that is drilled from filters the drilled-to report. The Apply report filter property determines whether the filter on the drilled-from report is applied to the drilled-to report. These properties are not mutually exclusive; you have four combinations to choose from, as listed below. The examples in the list are based on a report that displays revenue by state and contains a filter for the Electronics category. Virginia is selected when the report is drilled to store. • Apply both. This is the default. The drilled-to report contains Electronics revenue for Virginia stores only. • Apply neither. The drilled-to report includes revenue, by city, for all categories and all states. • Apply the user filter only. The drilled-to report displays Virginia revenue for all categories, listed by store. • Apply the report filter only. The resulting report shows Electronics revenue by store for all states. Merging or ignoring existing attribute qualifications: Include other filter property The Include other filter property is related to the report filter’s advanced option. Both determine whether existing attribute qualifications are merged when the filter is evaluated. The report filter setting affects the entire report, while the Drill Map Editor setting applies only when a user drills on the report. For a description of the report filter setting, including examples, see Merging attribute qualifications, page 185. The options for the Include other filter property are: • To use the report filter’s setting, select Default. 266 Creating custom drill maps and paths © 2012 MicroStrategy, Inc. Advanced Reporting Guide 6 Drill Maps • To include other qualifications in the drilled-to report, regardless of the report filter setting, select Yes. • To ignore other qualifications in the drilled-to report, regardless of the report filter setting, select No. Include other filter property is available only if both the Apply The user filter property and Apply report filter property are set to True. For example, the following report contains a metric qualification for the top three revenue-producing regions. The metric qualification merges the qualifications when the filter is evaluated. This is the default setting. Drill down on the Central region to Customer City. The report shown below is displayed. The top three revenue-producing cities in the Central region are selected and displayed. The qualifications were merged to produce this result, since by default the drill map uses the report filter’s merge attribute setting. In this case, it is the same as setting the Include other filter property to Yes in the Drill Map Editor. Return to the original report, edit the drill map, and change the Include other filter property to No. Again drill down on the Central region to Customer City. The following report is displayed: © 2012 MicroStrategy, Inc. Creating custom drill maps and paths 267 6 Drill Maps Advanced Reporting Guide Only one city is displayed because the qualifications are not merged. First, the top three revenue-producing cities are identified, regardless of region. Then the drill to the Central region is applied to just those cities. Only one city, Chicago, of the three is in the Central region, so only that city is displayed on the final report. Adding another filter to the drilled-to report You can add another filter to the drilled-to report, to further refine the results. For example, the following report does not contain any filters (only a portion of the report is shown): Drill down on Central and Mid-Atlantic to Call Center. The default Tutorial Standard Drill Map is used, which applies the user filter (that is, the objects 268 Creating custom drill maps and paths © 2012 MicroStrategy, Inc. Advanced Reporting Guide 6 Drill Maps selected to drill on) to the drilled-to report. The Call Centers in the Central and Mid-Atlantic regions are displayed, as shown below: Return to the original report, and create a new drill path to drill down from Region to Call Center. Add a filter to the drill path, by clicking ... (the browse button) in the Apply additional filter field. Select the Top 5 Employees by Revenue filter. Save the drill path. Now when you drill down on Central and Mid-Atlantic to Call Center, only five employees are displayed—the top five revenue-producing employees, as shown below: Keeping or removing the page by and base template You can choose to keep or remove the page by and the base template in the drilled-to report. © 2012 MicroStrategy, Inc. Creating custom drill maps and paths 269 6 Drill Maps • Advanced Reporting Guide When a report contains a very large set of data, it can be easier to handle that data by grouping the report data into logical subsets, and viewing only one of the subsets at a time. This grouping is called page-by. For an example, see the Basic Reporting Guide. You can choose whether or not to page the drilled-to report. By default, the page by is not included on the drilled-to report. For example, a report displays regional revenue and is paged by year. When a user drills from region to the Call Center Analysis template, the template is not paged by year. Change the Keep page by property to True. Now when a user drills from region to the Call Center Analysis template, the template is paged by year. • If you keep the base template, the objects on the report being drilled from are copied to the report objects of the template being drilled to. Displaying the drilled-on object and thresholds properties are available only if the drill path destination is not a These template. The Keep parent property determines whether or not the original object (the object selected when the user drills) appears in the drilled-to report. By default, this setting is not selected. Keep parent property is overridden by the Keep parent while The drilling option set in Report Data Options. The Keep parent while drilling option allows you to specify whether or not to keep the parent for all drills in the report. To specify the parent property at the drill path level, set Keep parent while drilling to Default. For detailed instructions, see the Desktop Help. For example, a report contains Region, Employee, and Revenue. A drill path is created that drills down from Region to Call Center. The parent object is not kept. When you drill from the Central region, the drilled-to report displays Call Center, Employee, and Revenue, as shown below: 270 Creating custom drill maps and paths © 2012 MicroStrategy, Inc. Advanced Reporting Guide 6 Drill Maps Change the drill path to keep the parent. Now when you drill from the Central region, the Region is displayed as well: The Keep thresholds property determines whether or not thresholds are displayed in the drilled-to report. By default, this setting is not selected. Keep thresholds property is overridden by the Keep thresholds The while drilling option set in Report Data Options. The Keep thresholds while drilling option allows you to specify whether or not to display thresholds for all drills in the report. To specify the thresholds property at the drill path level, set Keep thresholds while drilling to Default. For detailed instructions, see the Desktop Help. Specifying the display mode and VLDB properties properties are available only if the drill path destination is a These template. The Display mode property determines how the drilled-to report is displayed, as one of the following options: • Default: Uses the original report's display setting. • Grid: Displays the drilled-to report as a grid. • Graph: Displays the drilled-to report as a graph. • Grid graph: Displays the drilled-to report as both a grid and a graph. The Inherit VLDB property determines whether or not the VLDB properties of the original report are applied to the drilled-to report. © 2012 MicroStrategy, Inc. Creating custom drill maps and paths 271 6 Drill Maps Advanced Reporting Guide Drill map association: Objects containing the drill map The drill map association defines which grid unit uses this drill map. In other words, drilling uses the object’s associated drill map. An object can have an association both on the object level and on each template/report. If an association does not exist on the template/report level, then the association on the object level is used when a user drills at that object. If an object is already associated with a drill map, that drill map is displayed in the Drill Map Editor. Otherwise, the default drill map is based on the system hierarchy. Once you begin to modify the default, it is no longer the system hierarchy—the name changes automatically, although you can edit this preset name. When you save your changes, a new drill map is created. You can create and edit a drill map as a stand-alone object from the Desktop. You can associate multiple objects with the same drill map, using the Associate with button. The associated objects appear in the Origin list on the interface. You can also access the Drill Map Editor from the following: • Attribute Editor • Consolidation Editor • Report Editor • Template Editor When you edit a drill map from another editor, the drill map is associated with the object selected in the other editor. You cannot change the drill map association (that is, what other objects are associated with this drill map), but you can change which drill maps are associated with the selected object. For example, if you are editing the Store State attribute and you access the Drill Map Editor, only Store State is associated with the drill map you create. If the original object is a template or report, the children objects are also available. For example, a sales report contains Store, Store State, Item, and the Revenue metric. You can create a drill map for each of the grid units except Revenue, because you cannot create drill maps for metrics. 272 Drill map association: Objects containing the drill map © 2012 MicroStrategy, Inc. Advanced Reporting Guide 6 Drill Maps Order of precedence of drill maps: Levels When you change or customize the drill map associated with a grid unit, you can do so at several different levels: • Project level—If a drill map is associated with grid units at the project level, then all of the grid units in the project will have this drill map. Therefore, when you drill on a report, the default drill paths are those specified in this drill map. This option is found in the Project Configuration Editor. • Grid unit level—A drill map can be associated with individual grid units such as attributes, consolidations, and hierarchies. When the object is used in a report or template, the grid unit level drill map overrides the project level drill map. • Template level—If a drill map is associated with grid units on a particular template, it overrides the project level and grid unit level drill maps. The drill paths of this drill map are available in all reports that use this template. • Report level—If a drill map is associated with grid units on a report level, it overrides the drill maps defined at the project level, grid unit level, and the template level. If a grid unit is not associated with a drill map at the report level, it inherits the map from the report template. If it is not associated with a drill map through the template, then the grid unit drill map is used, and so on. The Drill Map Editor represents these levels and inheritances when you edit a report’s drill maps. If the Name field is greyed out (disabled), the selected report object inherited that drill map from the project, grid unit, or template. When you overwrite it by adding a different drill map to the object, the Name field is enabled. For example, you create a drill map named Customer Attribute Drills for the attribute Customer. Create a report named Customer Revenue that displays Region, Customer, and the Revenue metric. When you edit the drill maps for the report and select Customer, the Name field is disabled but displays Customer Attribute Drills. No drill paths are displayed for the drill map. Because this attribute does not have a drill map on the report, it inherited the drill map from the attribute level. Because you cannot edit the attribute’s drill map from the attribute on the report, the Name field is disabled and the drill paths do not appear. When a new drill map is created for Customer on this particular report, Name is enabled, defaulting to Customer Sales Customer Drill Map. © 2012 MicroStrategy, Inc. Drill map association: Objects containing the drill map 273 6 Drill Maps Advanced Reporting Guide By default, there is a project drill map containing all of the hierarchies that have been specified as drill hierarchies using the Hierarchy Editor in the project. It cannot be deleted, but it can be modified and overridden. Drill maps associated with templates You can also change or customize the drill map associated with a template, rather than the individual grid units on the template. The drill map then controls the drill paths only for the metric values on the template. For example, the Basic Report contains regions, employees, and the Revenue metric. The drill map contains a drill path to a Personnel report. This drill path is associated with the template, not Region, Employee, or Revenue. If you drill on a number in the Revenue column of the Basic Report, you can drill to the Personnel report only. If you drill on the Revenue metric heading, you can drill in other directions to various hierarchies. If you drill on a region, you can drill up to Country, down to Call Center, or in other directions. The drill paths of this drill map are available in all reports that use this template. Removing associations The Remove Association button disassociates the object from the current drill map and replaces it with its default map. Depending on the levels described above, this default map could be the template drill map, the grid unit drill map, or the project drill map. The Clear All button deletes all the drill path information for the whole drill map. The object effectively has no drilling options. Reset reverses any changes and resets the drill map to the condition of the last save. Drill map associations are reset as well. 274 Drill map association: Objects containing the drill map © 2012 MicroStrategy, Inc. 7 7. ADVANCED PROMPTS Enabling User Input Introduction A prompt is a MicroStrategy object that allows user interaction at report run time. The prompt object is incomplete by design. The user is asked during the report resolution phase of report execution to provide an answer to complete the information. For example, the user can enter information such as the region “Northeast” or year “2007,” and the data is returned from the data warehouse. With prompts you can create reports that allow users to change the report content at run time. Prompts are useful for asking questions about the set of data you want to see in the report. Prompts allow the report to have dynamic report definitions, which can change with each query by altering the information in the prompt dialog box. Prompts can be a part of the report definition, filter, template, custom group, or metric. There are benefits to using prompts as a part of these objects. Prompts are useful to keep the number of reports in a project small, as they allow users to define how they would like to view things in the report environment instead of the report designer providing a separate report for each user’s information needs. © 2012 MicroStrategy, Inc. 275 7 Advanced Prompts Advanced Reporting Guide You can find the report that you would like to see more quickly because there will be fewer options. However, prompting questions asked of the user raise the complexity of just running a report, and you run the risk of confusion. This confusion can be allayed by providing good descriptions for the prompts so that the user is clear on what questions they are answering. What is a prompt? By using a prompt in a filter or template, you can: • Apply filtering conditions to the report, a custom group on the report, or a metric on the report. • Choose what objects, such as attributes and metrics, are included in the report. Prompts allow you to determine how the report returns data from the data warehouse. Prompts save you time. Instead of building several different reports that each answer a different, single question, a set of questions can be asked just before a prompted report is executed. There are many types of prompts, and each type allows a different type of question to be asked. These prompt types are discussed individually later in this chapter. One type of question that can be asked is about the subset of data that should be included on the report. For example, to see a report about sales in a particular geographical region, you can build three reports— Sales in West Region, Sales in Central Region, and Sales in East Region. However, using a more efficient approach, you can create one report called “Sales, prompted on Region” that asks the user for the region to include. A different type of question to ask is what attribute should be shown on the report. For example, Sales by Day, Week, Month, Quarter, or Year can be consolidated via prompting. This report asks the user by which time unit the report data should be displayed. Prompts in scheduled reports Reports are executed immediately after a request to execute a report is made. However, you can schedule a report to be executed on a predetermined schedule. After a scheduled report is executed, it is placed in the History List. For more information on scheduled reports and the History List, see the 276 What is a prompt? © 2012 MicroStrategy, Inc. Advanced Reporting Guide 7 Advanced Prompts Automating Administrative Tasks chapter of the MicroStrategy System Administration Guide. A scheduled report can contain prompts; how and if the report is executed depends on the prompt definition. The following table explains the various scenarios. Notice that to ensure that prompts are used on a scheduled report, the prompt must be required and default prompt answers set. Prompt Required Default Answer Result No No The prompt is ignored; the report is not filtered by the prompt. No Yes The prompt and default answer are ignored since the prompt is not required; the report is not filtered by the prompt. Yes No The report is not executed. No answer is provided to the required prompt so MicroStrategy cannot complete the report without user interaction. Yes Yes The report is executed; the prompt is answered with the default. Types of prompts Using the following prompt types, you can create a prompt for nearly every part of a report. It is important to remember that prompts can be used in many objects including reports, filters, metrics, and custom groups. All of these prompts will reveal themselves at report execution time, but the origin of the prompt can be within any of the objects. • The filter definition prompt encompasses four different prompt types, all of which allow the user to define the filtering criteria: attributes in a hierarchy, attribute forms, attribute element lists, and metrics. • An object prompt allows you to select which MicroStrategy objects to include in a report, such as attributes, metrics, custom groups and so on. Object prompts can either determine the definition of the report template or the report filter. • A value prompt allows you to select a single value such as a date, a specific number, or a specific text string. The value chosen by the user is compared to metric or attribute element values, and thus determines the data viewed by the user. Prompts can also be used as part of a function expression, and value prompts are particularly suited to provide values for function arguments. For a description of how to use prompts in function expressions, see the MicroStrategy Functions Reference. © 2012 MicroStrategy, Inc. Types of prompts 277 7 Advanced Prompts • Advanced Reporting Guide A level prompt allows you to specify the level of calculation for a metric. This chapter provides merely a basic review of all these types, with the exception of level prompts. For details, examples, and procedures, see the Building Query Objects and Queries, for Designers chapter of the MicroStrategy Basic Reporting Guide. The Desktop Help also contains detailed procedures to create the various types of prompts. can also create prompts for use with MicroStrategy Mobile. For You examples and instructions, see the MicroStrategy Mobile Design and Administration Guide. Filtering data on attributes, attribute forms, attribute elements, or metrics: Filter definition prompts These prompts are used for qualifying on the value of attribute elements and metrics. The filters affected by these types of prompts can be in the report, in a filter (which in turn may be used in the conditionality of a metric in the report), or in an element of a custom group. Background information on custom groups may be found in About custom groups: Grouping attribute elements with banding and filtering, page 216. Choose from all attributes in a hierarchy This type of prompt is used to qualify on one or more attributes in one or more hierarchies. At least one hierarchy and all the attributes in that hierarchy are displayed. The user can then qualify on one or more of those attributes by choosing an element list or by qualifying on a particular attribute form. The choices made are included in the filtering criteria in the report. To define this type of prompt, you can do one of the following: • Choose a particular hierarchy. • Use the set of hierarchies resulting from a search for hierarchies. • List all hierarchies available in the project. If you choose to display more than one hierarchy, you can create qualifications from all hierarchies displayed at report run time. 278 Types of prompts © 2012 MicroStrategy, Inc. Advanced Reporting Guide 7 Advanced Prompts Qualify on an attribute This type of prompt is used to apply conditions or qualifications to an attribute form. One or more attributes are displayed and the user can create qualifications on an element list or an attribute form of the selected attribute. To define an attribute qualification prompt, you can either: • Choose a particular attribute. • Display a partial or complete list of attributes that is the result of a search for attributes available in the project. Choose from an attribute element list This option is used to allow the user to choose from a list of attribute elements to be included in a filter or custom group. This list may be restricted, at prompt design time. This type of prompt can be used with any attribute in a project. The list of elements from which the user can choose can be implemented by: • Selecting all elements associated with an attribute • Providing a partial list of elements by applying a filter on all of the elements associated with an attribute • Providing a predefined list of elements from which the user can choose Qualify on a metric A metric qualification prompt allows a user to qualify on a metric. One or more metrics are displayed and the user can choose a metric for qualification. The choice of metrics can be defined by: • Specifying a single metric for run-time use • Specifying a search object to restrict the list of metrics from which the user can choose © 2012 MicroStrategy, Inc. Types of prompts 279 7 Advanced Prompts Advanced Reporting Guide Example: Filter definition prompt procedures to create filter definition prompts, see the Desktop For Help or the Building Query Objects and Queries, for Designers chapter of the MicroStrategy Basic Reporting Guide. Report requirement You need to create a report showing sales in the West, Central, and East Regions. All other data on the report remains the same. You do not necessarily want the regions on the same report. Solution To meet this requirement, the easiest solution is to create a report that includes a filter prompting the user on region. When the report is executed, the prompt dialog opens, asking the user to choose the region(s) for which to return the report results. Filtering data based on metrics, attributes, or other objects: Object prompts Object prompts are used in reports and documents to allow the user to choose what objects will be included in the report filter or on the report template. These are defined by specifying either a search object or a predefined list of objects from which the user can choose. An object prompt allows specification of default answers as well as maximum and minimum number of objects to be selected. A search object defines the criteria (such as location, date, owner, and so on) for a list of objects to be generated. Searches defined in prompts are saved in the project. For example, a search object can display all metrics that are contained in a certain folder and use a particular fact. One prompt can contain different types of objects, such as both metrics and attributes, or attributes and custom groups. This reduces the number of prompts that are needed for a report. However, if the prompt mixes metrics with another type of object, either the metrics or the other objects are removed when the prompt is executed in a report, as described below: 280 Types of prompts © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Prompts • If a metric is the first object in the list, all non-metric objects are removed. • If a non-metric object is the first object in the list, all metrics are removed. 7 This ensures that only attributes or metrics are included on the rows of a report. Alternatively, you can create one object prompt for the metrics and another for the other types of objects. For an example, see Examples: Object prompts, page 281. Examples: Object prompts procedures to create object prompts, see the Desktop Help or the For Building Query Objects and Queries, for Designers chapter of the MicroStrategy Basic Reporting Guide. Report requirement Create a report displaying item sales. At run time, the user can select whether to calculate sales at the Category or the Subcategory level. Solution Create an object prompt with Category and Subcategory. Create the Sales metric, using the object prompt as the target of the level (dimensionality). When the report is executed, the user is prompted to select either Category or Subcategory. Based on the user’s choice, the Sales metric is calculated accordingly. Report requirement Create a report displaying item sales. At run time, the user can select whether to calculate sales at the level of Category, Subcategory, or Age Groups. Solution Create an object prompt with the Category and Subcategory attributes, as well as the Age Groups custom group. Create the Sales metric, using the object prompt as the target of the level (dimensionality). When the report is executed, the user is prompted to select Category, Subcategory, or Age © 2012 MicroStrategy, Inc. Types of prompts 281 7 Advanced Prompts Advanced Reporting Guide Groups. Based on the user’s choice, the Sales metric is calculated accordingly. Report requirement The sales manager frequently asks her analysts to provide similar reports with minor changes to the metrics. She always wants a metric to calculate revenue for each employee. In addition, she sometimes wants to compare the results of each employee to the revenue results of the best or the worst employee. Other times, she wants to compare the results of each employee to the average revenue of all the employees. Solution Instead of creating many different reports, you can provide the sales manager with the flexibility to select the analytical function she wants at the time of running the report. In this case you can give her three functions to choose from: • Minimum • Maximum • Average When she runs the report, she can select which function to use with the Revenue metric. Your final report can then display the following objects: • Employee • Revenue metric • Revenue metric that uses the analytical function selected by the user Value prompts Value prompts are used when the information needed at run time is a single value of a specific data type. The value chosen by the user is compared with either an attribute form or a metric. This comparison can be done in a filtering criteria or in a custom group. 282 Types of prompts © 2012 MicroStrategy, Inc. Advanced Reporting Guide 7 Advanced Prompts The different types of Value prompts are: • Date prompts for a date value. • Numeric prompts for a numeric value. Numeric value prompts accept integers or decimals up to 15 digits of precision. • Text prompts for any type of text. • Big Decimal prompts for a big decimal value. Big Decimal value prompts accept integers and decimals up to 38 digits of precision. Decimal prompts should only be used in expressions that Big require high precision, such as qualifying on a Big Decimal attribute ID. • Long prompts for a long integer value. Long prompts accept integer numbers up to 10 digits. long prompts are not part of the options available by Although default for selection, you can enable them as part of your project preferences. To enable them: – Double-click your project to open it. – From the Tools menu in Desktop, select My Preferences. The My Preferences dialog box opens. – On the Advanced tab, select Add long prompts to the list of available value prompts. – Click OK to save your changes. Value prompts allow specification of maximum and minimum values to be applied. Example: Value prompt procedures to create value prompts, see the Desktop Help or the For Building Query Objects and Queries, for Designers chapter of the MicroStrategy Basic Reporting Guide. Report requirement Create a report showing sales since a certain date. © 2012 MicroStrategy, Inc. Types of prompts 283 7 Advanced Prompts Advanced Reporting Guide Solution Prompt the user for the date since they want to see sales data. The value they choose is applied to a filter criteria for the attribute Date. The prompt here is included in the filter on a report. Example: Currency conversion Report requirement An international company is based in the United States, so the data is saved in dollars in the data warehouse. However, an end user is based in Europe and wants to see revenue in Euros. Create a report that converts revenue in dollars to Euros. Solution The report prompts the user for a conversion rate, which is applied to a revenue metric. If a user wants to see dollars, he can enter a conversion rate of one. The high-level steps are: 1 Create a value prompt for the conversion rate. prompt’s instructions can include a website to find today’s The conversion rate, and also direct the user to enter a conversion rate of one to keep the revenue in US dollars. 2 Use the conversion prompt in a metric. The metric’s formula should look like the following, assuming revenue is the target fact and Euro Conversion Rate is the name of the prompt: (Sum(Revenue) {~} * ?[Euro Conversion Rate]) 3 Use the metric in the report. 284 Types of prompts © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Prompts 7 In the US, the report is executed, and 1 is entered at the currency conversion prompt. The results are shown below: In Spain, the report is executed, and a conversion rate of .72263 is entered at the currency conversion prompt. The revenue data is multiplied by that number, and the results are shown below: Defining the dimensionality of metrics: Level prompts A level prompt allows the user to select, during report execution, the level of calculation (or dimensionality) for a metric. For example, a report shows sales totals by time and allows the user to choose whether the totals are calculated for the year, the month, the week, and so on. background information on metric levels, see Level metrics: For Modifying the context of data calculations, page 48. When the definition of multiple metrics would differ only in level, it is useful to create a level prompt to avoid having to create multiple metrics. You can define a default prompt level, which is displayed when the prompt is executed. This allows users to complete report execution more quickly, since they do not need to answer the prompt, but can simply run the report using © 2012 MicroStrategy, Inc. Types of prompts 285 7 Advanced Prompts Advanced Reporting Guide the default level. The user can select the default, or specify his own level. A default prompt level is particularly useful if a large percentage of your users will select the same level for this prompt. By default, the default level is the report level, with standard filtering and standard grouping. You can remove or edit this level, and add more levels. object prompt allows prompting only on the target, while a level An prompt allows prompting on all components of the metric—target, filtering, and grouping. For definitions of these components, see Level metrics: Modifying the context of data calculations, page 48. For an example of an object prompt, see the Building Queries and Query Objects, for Designers chapter of the MicroStrategy Basic Reporting Guide. Example: Level prompt Report requirement Create a report listing items with sales calculated at either the Category or the Subcategory level. The item’s revenue is displayed as a percent of the Category or Subcategory revenue. At run time, the user must be able to select the Category or Subcategory level, as well as the filtering and grouping properties of the metric, as shown below: When the prompt is answered with Category, as shown above, the report looks like the following. The Category/Subcategory Revenue amount is the same for each item; it changes only when the Category changes, as 286 Types of prompts © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Prompts 7 determined by the prompt answer. The item revenue is divided by the category revenue, to yield the percentage. report contains 360 rows, so only portions of the report have This been reproduced above. If the prompt is answered with Subcategory instead, the report looks like the following. Note that while the Revenue values are still the same, the Category/Subcategory Revenue amounts change when the Subcategory (not shown on the report) changes. The percentages are now greater, since the item revenue is compared to the subcategory revenue, not the larger category revenue. report contains 360 rows, so only portions of the report have This been reproduced above. © 2012 MicroStrategy, Inc. Types of prompts 287 7 Advanced Prompts Advanced Reporting Guide Solution Create a level prompt with Category and Subcategory. Create a revenue metric called Category/Subcategory Revenue, using the level prompt as the target of the level (dimensionality). When the report is executed, the user is prompted to specify the complete level of the metric, including the target, filtering, and grouping. The Category/Subcategory Revenue metric is then calculated accordingly. example differs from the one in Examples: Object prompts, This page 281. An object prompt allows prompting only on the target, while the level prompt allows prompting on all components of the metric—target, filtering, and grouping. Creating a level prompt To create a level prompt 1 In Desktop, on the File menu, point to New, and then choose Prompt. The Prompt Generation Wizard opens. 2 Select the Level prompt option and click Next. To define the prompt type to be displayed to the user 3 Select the attributes and/or hierarchies available to the user to determine the metric level at run time. Do one of the following: • To choose specific objects, complete the following steps: a Select Use a pre-defined list of objects. b Click Add. The Select Objects dialog box opens. c Select the objects from the Available objects list and click > to move them to the Selected objects list. You can choose multiple objects by pressing CTRL or Shift while selecting the objects. d Click OK to return to the Prompt Generation Wizard. e 288 Types of prompts You can add more objects by clicking Modify, which opens the Select Objects dialog box so you can select additional objects. © 2012 MicroStrategy, Inc. Advanced Reporting Guide f Advanced Prompts 7 To remove the selected object, click Remove. g To delete all the objects in the list, click Clear. h To change the order that the objects are displayed in the prompt, select the object to move and click the Up or Down arrow. • • To use a set of objects from a search object, select Use the results of a search object. To display the object path (folder hierarchy) when using a search, select Display using folder structure, which is useful when the same object with the same name is saved in multiple folders. Do one of the following: To use an existing search, click ... (the browse button). Navigate to the search object, select it, and click OK to return to the Prompt Generation Wizard. To create a new search, click New. The Search for Objects dialog box opens. Create a new search. To allow users to choose from all the attributes and hierarchies available in the project, select List all attributes and hierarchies (no restriction). To specify a title and instructions Think about a name and instructions carefully, with your users in mind. The title and instructions that you provide for a prompt can make the difference between users finding prompted report execution confusing and users completing rapid report execution that displays exactly the data they want to see. For examples of effective and ineffective titles and instructions, see the Building Query Objects and Queries, for Designers chapter in the MicroStrategy Basic Reporting Guide. 4 Click Next. The General Information page opens. 5 Enter a Title, which is used as the default object name when you save the prompt, although you can change it. 6 Type text in the Instructions field, which is displayed when the prompt is run during report execution. To allow personal answers Personal answers allow a user to save prompt answers for this prompt, and then reuse the answers on any report that this prompt is used on. For more information on personal answers and how they can be used, see the Building Query Objects and Queries, for Designers chapter in the MicroStrategy Basic Reporting Guide. © 2012 MicroStrategy, Inc. Types of prompts 289 7 Advanced Prompts Advanced Reporting Guide 7 To determine whether personal answers can be saved for this prompt, select one of the following options from the Personal answers allowed drop-down list: • None: No personal answers can be saved. Every time a user sees the prompt, he must answer it manually (if it is required). • Single: Only one personal answer can be saved for this prompt. When the prompt is used again (on this report or a different one), the personal answer is displayed. A user can keep the personal answer, or add or delete selections. He can save his changes as a new personal answer, but only one personal answer can be saved for the prompt. • Multiple: Multiple personal answers can be named and saved, allowing different answers for the same prompt. When the prompt is used again (on this report or a different one), the personal answers are available. The user can select one of them, or answer the prompt manually. To define a range within which the user’s answer must fall 8 To restrict the user to entering values within certain ranges (optional): • Select the Minimum objects check box and enter the lowest number of objects allowed in the prompt answer. • Select the Maximum objects check box and enter the highest number of objects allowed for the prompt answer. 9 If you choose, you can select the Prompt answer required check box to require users to answer the prompt before running the report. For considerations about required and optional prompt answers, see the Building Query Objects and Queries, for Designers chapter in the MicroStrategy Basic Reporting Guide 10 Click Next. The Default Prompt Level Selection page opens. To specify a default prompt level A default prompt level can allow users to complete report execution more quickly, since they do not need to answer the prompt, but can simply run the report using the default level. The levels that you define here are displayed when the prompt is executed. The user can select the default, or specify his own level. A default prompt level is particularly useful if a large percentage of your users will select the same level for this prompt. 290 Types of prompts © 2012 MicroStrategy, Inc. Advanced Reporting Guide 7 Advanced Prompts By default, the default level is the report level, with standard filtering and standard grouping. You can remove or edit this level, and add more levels. 11 To add another level, click Modify. The Select Objects dialog box opens. Select the object(s) to use as the target(s) from the Available objects list and click > to move them to the Selected objects list. Click OK to return to the Prompt Generation Wizard. The objects are added to the default prompt answer table, with standard filtering and grouping. The target is the attribute level at which the metric calculation groups. For more information, see Target: The context of a calculation, page 56. 12 To change the filtering of a level, click in the Filtering column of the level and select the new filtering option. Filtering governs how the report filter interacts with the metric calculation. For more information, see Filtering: Interaction with report filters, page 64. 13 To change the grouping of a level, click in the Grouping column of the level and select the new grouping option. Grouping determines how the metric aggregates. For more information, see Grouping: How aggregation is performed, page 57. 14 To delete the selected level, click Remove. 15 To return to the default report level and delete any additional levels, click Reset. 16 By default, the metric filter is applied to the metric calculation. You can instead exclude filter attributes, so that filter attributes that are not on the report or in the level of the metric are not included in the metric calculation. For more information on this behavior, see Level metrics: Applying the metric condition to the metric calculation, page 87. • To change this behavior, click Advanced, set Filter setting: uncheck to exclude attributes absent in report or level (dimensionality), and click OK to return to the Prompt Generation Wizard. 17 Click Finish. The Save As dialog box opens. To save your prompt 18 Select the folder in which to save the new prompt, enter a name, and click Save to return to Desktop. © 2012 MicroStrategy, Inc. Types of prompts 291 7 Advanced Prompts Advanced Reporting Guide All level prompts must be added to a metric, and then the metric is added to a report. Prompting for a user’s login name: System prompts System prompts are built-in prompts that are created when the project is created. System prompts are created in the System prompts sub folder in the Prompts folder of MicroStrategy Desktop. The User Login system prompt is a special prompt that returns the current user's user login. The user is not prompted to provide an answer to the User Login prompt, as the Intelligence Server automatically answers the prompt with the user's login when prompts are resolved. The User Login system prompt can be used in conditions in which a text value prompt is used in a report. See the MicroStrategy System Administration Guide for details on working with system prompts. Defining how a prompt is displayed in MicroStrategy Web You can determine how a prompt appears when it is executed in MicroStrategy Web, by selecting a display style, and then updating the style properties associated with it. For examples of the display styles, see Display styles for prompts in MicroStrategy Web, page 293. For descriptions of the style properties, see Defining how prompts are displayed in MicroStrategy Web: Style properties, page 296. For “Choose from All Attributes in a Hierarchy”, “Qualify on an Attribute”, and “Qualify on a Metric” prompts, you can also configure how the user can define the attribute or metric qualification in the prompt when the prompt is executed in MicroStrategy Web. For details, see Configuring how the qualification can be defined in MicroStrategy Web prompts: Expression properties, page 299. 292 Prompting for a user’s login name: System prompts © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Prompts 7 Display styles for prompts in MicroStrategy Web The type of prompt determines which display styles are available, as described in the following table: Display Style Available for: Check box • Attribute element list prompts • Object prompts List • • • • Attribute element list prompts Attribute qualification prompts Metric qualification prompts Object prompts Pull down • • • • Attribute element list prompts Attribute qualification prompts Metric qualification prompts Object prompts © 2012 MicroStrategy, Inc. Defining how a prompt is displayed in MicroStrategy Web 293 7 Advanced Prompts Advanced Reporting Guide Display Style Available for: Radio button • • • • Attribute element list prompts Attribute qualification prompts Metric qualification prompts Object prompts Shopping cart • • • • • Attribute element list prompts Attribute qualification prompts Hierarchy prompts Metric qualification prompts Object prompts 294 Defining how a prompt is displayed in MicroStrategy Web © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Prompts Display Style Available for: Text box • Attribute qualification prompts • Metric qualification prompts • Value prompts Tree • Hierarchy prompts 7 Custom prompt styles for MicroStrategy Web MicroStrategy provides a wide array of prompt styles out of the box, and you can add custom prompt styles to suit your needs. You can use any custom prompt styles that your project contains. To use a custom prompt style, select the Display Style associated with the custom prompt style. Next, select the custom prompt style from the Custom Style drop-down list. For more information on custom prompt styles, including instructions to create them, see the Creating a custom prompt style for MicroStrategy Web topic in the Desktop Help. © 2012 MicroStrategy, Inc. Defining how a prompt is displayed in MicroStrategy Web 295 7 Advanced Prompts Advanced Reporting Guide Defining how prompts are displayed in MicroStrategy Web: Style properties All the style properties for determining how prompts are displayed in MicroStrategy Web are described below. Note that the type of prompt and the display style determine which style properties are available. • Allow modification of the logical operator: Specifies whether the user, when the prompt is executed, can change the logical operator (AND, OR, and so on) of a qualification. If Allow modification is selected, select one of the following options: • Use a single logical operator between all conditions: The user can select only one logical operator to join all the conditions of the prompt qualification. Allow the user to set independent logical operators between conditions: The user can select different logical operators between each condition of the prompt qualification. Allow navigation above the search root: Specifies whether a user, when the prompt is executed, can navigate the hierarchy path above the search root, as described below: For a prompt that uses a search object in the prompt definition, the search root is the directory specified in the Look in field for the search. For a prompt that does not use a search object but allows a search (the Show search box option is enabled), the search root is the project directory, for example, \MicroStrategy Tutorial. • Allow the user to browse elements in a qualification: Specifies whether a user, when the prompt is executed, can expand an attribute to select elements to answer the prompt. • Height: If List height mode is set to Fixed, specifies the height of the list. If List height mode is set to Automatically, this property is unavailable. • Items per column/row: Defines the number of items to display in a column/row of the check box or radio button list. • List height mode: Defines whether the height of the list is either: Automatically adjusted to the height of the list's contents. Fixed at the height specified in the Height field. 296 Defining how a prompt is displayed in MicroStrategy Web © 2012 MicroStrategy, Inc. Advanced Reporting Guide • 7 Advanced Prompts List width mode: Defines whether the width of the list is either: Automatically adjusted to the width of the list's contents. Fixed at the width specified in the Width field. • Orientation: Specifies whether the check boxes or radio buttons are Horizontal (displayed on a single line from left to right) or Vertical (displayed in a single column). • Show search box: Determines whether a search of possible prompt answers is allowed when the prompt is executed. Allowing searches is useful if the prompt contains many possible answers. It provides users who know what they want a quick way to find it, while those who do not can scroll through the list until they find what they want. The Show search box option is available for: • Attribute element list prompts that list all elements of the attribute • Attribute qualification prompts and metric qualification prompts that use search objects (for all display styles except Text Box) • Hierarchy prompts • Object prompts that use search objects (for all display styles) For example, an attribute element list prompt lists regions. When the prompt is executed, a user can select from the list of regions, or type “north” in the search box to display only Northeast and Northwest in the list, as shown below: For a hierarchy prompt, the search box is not enabled until the user selects an attribute. In the example shown below, the user selected © 2012 MicroStrategy, Inc. Defining how a prompt is displayed in MicroStrategy Web 297 7 Advanced Prompts Advanced Reporting Guide Region, the search box was enabled, and the user typed “north”. The search results are displayed at the bottom of the hierarchy list. is based on a search that contains a string, the search Ifboxtheisprompt disabled when the prompt is executed. • Require search: (Available only for hierarchy prompts) Determines whether the user must specify a search when he is browsing elements in a hierarchy prompt. If a search is not required, the elements are listed in the prompt. A search is useful if long lists of elements are possible. For example, a prompt displays the attributes from the Geography hierarchy. When an attribute is clicked, the attribute elements are listed (for an example, see the Tree example on page 295). If a search is required, a search box is displayed instead of the attribute elements, as shown below: must enable Show search box for the Require search check You box to become available. 298 Defining how a prompt is displayed in MicroStrategy Web © 2012 MicroStrategy, Inc. Advanced Reporting Guide • • 7 Advanced Prompts Width mode: Defines whether the width of the text box or pull-down list is either: Automatically adjusted to the width of the list or text box contents Fixed at the width specified in the Width field Width: If List width mode or Width mode is set to Fixed, specifies the width of the list or text box. If List width mode or Width mode is set to Auto, this property is unavailable. Configuring how the qualification can be defined in MicroStrategy Web prompts: Expression properties For hierarchy, attribute qualification, and metric qualification prompts, you can configure in Desktop how the user can define the attribute or metric qualification in the prompt when the prompt is executed in MicroStrategy Web. Expression properties for attribute and hierarchy qualifications The expression properties for attribute and hierarchy qualifications are described below: • Expression type allowed: Select the type of expression that the user can create when the prompt is executed. The options are: Select: When the prompt is executed, the user selects an attribute, and then creates a list of attribute elements to include in or omit from the report. © 2012 MicroStrategy, Inc. Defining how a prompt is displayed in MicroStrategy Web 299 7 Advanced Prompts Advanced Reporting Guide For example, the following prompt, which is being executed in MicroStrategy Web, allows the user to select the regions to include in the report: Qualify: When the prompt is executed, the user creates an attribute qualification to answer the prompt. The user selects an attribute, an attribute form (such as ID or Description), an operator (such as Contains or Begins with), and a value to compare the attribute element to. For example, a MicroStrategy Web user can select Region, Description, Begins with, and north to include all northern regions in the report, as shown below: 300 Defining how a prompt is displayed in MicroStrategy Web © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Prompts 7 Select and Qualify: When the prompt is executed, the user chooses to either select attribute elements or create an attribute qualification, as described above. For example, the following prompt, which is being executed in MicroStrategy Web, contains the radio buttons to select the expression type: • Default qualification type (Available only if Select and Qualify is chosen above): Select whether the default qualification type should be Select or Qualify. The user can change from this default when the prompt is executed. • Default operator: Select the default operator (such as In List or Contains) to use in the prompt's attribute qualification. When the prompt is executed, the user can accept this default operator or select a different operator, using the Is drop-down list as shown in the samples above. • Allow import elements check box: By default, this check box is cleared, which indicates that files cannot be imported. Select the check box to allow a user to load a file containing a list of elements for an In List or Not in List type of qualification. The file is loaded when the prompt is executed. • Default operator between conditions: Choose either AND or OR as the default operator that is used between conditions in the prompt's definition. When the prompt is executed, the user can accept this default operator or select the other operator. For example, the following prompt, shown in MicroStrategy Web, allows multiple conditions. The user has created a condition on north and another on south. The AND operator was chosen as the default operator between conditions, so the All selections option is selected. This report would not return any results (a word cannot begin with both “north” and “south”), so the user can change the Match option to Any selection © 2012 MicroStrategy, Inc. Defining how a prompt is displayed in MicroStrategy Web 301 7 Advanced Prompts Advanced Reporting Guide (representing the OR operator). The report will then return all northern and southern regions. enable multiple conditions, define the Minimum number of Toqualifications as a number larger than one. Expression properties for metric qualifications The expression properties for metric qualifications are described below. Examples of each follow the descriptions. • Default operator: Select the default operator (such as Equals or Greater than) to use in the prompt's metric qualification. When the prompt is executed, the user can accept this default operator or select a different operator. • Display output level selection check box: By default, this is selected, which indicates that the user can select an output level (metric level, report level, or a specific attribute) when the prompt is executed. Clear the check box to disable output level selection. An output level is the level at which the metric is calculated. For background information on metric levels, see Level metrics: Applying the metric condition to the metric calculation, page 87. • Default operator between conditions: Choose either AND or OR as the default operator that is used between conditions in the prompt's definition. When the prompt is executed, the user can accept this default operator or select the other operator. In the following prompt, which is being executed in MicroStrategy Web, the operator is displayed in the Is field. The user is setting the output level to 302 Defining how a prompt is displayed in MicroStrategy Web © 2012 MicroStrategy, Inc. Advanced Reporting Guide Advanced Prompts 7 Metric, so that the metric qualification is calculated at the level defined in the metric. © 2012 MicroStrategy, Inc. Defining how a prompt is displayed in MicroStrategy Web 303 7 Advanced Prompts 304 Defining how a prompt is displayed in MicroStrategy Web Advanced Reporting Guide © 2012 MicroStrategy, Inc. 8 8. DESIGNING REPORTS Understanding data evaluation order and deploying reports to users Introduction A report is a MicroStrategy object that represents a request for a specific set of formatted data from the data warehouse. Reports are the focus and goal of business intelligence. They allow users to gather business insight through data analysis. The different parts of a report include: • Attributes and facts from the warehouse • Filters that determine how much data is used to generate the report • Metrics that perform calculations on the facts This chapter builds on the information in the Basic Reporting Guide. This chapter focuses on the complex interaction of various report features, and their potential impact on each other and on the final results, during report execution. © 2012 MicroStrategy, Inc. 305 8 Designing Reports Advanced Reporting Guide Before you begin The Building Query Objects and Queries, for Designers chapter of the Basic Reporting Guide contains fundamental information on report design. This advanced chapter builds on the concepts and procedures presented there by providing more technical details and advanced options for report design. The reports discussed in this chapter are saved in the MicroStrategy Tutorial sample project. These reports are located in Public Objects\Reports\ MicroStrategy Platform Capabilities\Advanced Reporting Guide. create reports while following steps in this chapter, remember Iftoyou save any reports you create under a different name than the sample report’s name in the Tutorial project, so that you do not overwrite the sample reports in Tutorial. Report design versus report creation Report design is the process of building reports from basic report components in MicroStrategy Desktop and Web. While report design is the most generic method for defining a report, it also requires the most in-depth knowledge of the project. In general, this method should be available only to the select group of advanced users and report designers who will design reports for others to use. can also design, edit, or delete multiple reports at the same time You by using a Command Manager script. Command Manager is a MicroStrategy tool designed to automate certain tasks and processes. For example, you can design a number of empty reports based on the same template. For more information about Command Manager, including instructions, see the Command Manager chapter of the System Administration Guide. Report creation is the process of building reports from existing, predesigned reports either in Desktop or in Web. Given the wealth of reporting functionality that you can make available to your users, you have the ability to design reports that provide a wide range of options for users to create their own reports, based on the reports you design. Report creation is different from report design in that it provides a more guided experience and does not require your users to have a thorough 306 Before you begin © 2012 MicroStrategy, Inc. Advanced Reporting Guide Designing Reports 8 understanding of the project. This allows your users to create their own reports in a controlled, user-friendly environment. Accessing the Basic Report: Foundation of examples The Basic Report is used as a foundation report to create the more advanced reports used as examples in this chapter. In Desktop, open the Basic Report from the MicroStrategy Tutorial. The report is displayed in Grid View, as shown below. This report calculates the metrics Revenue, Cost, and Profit by the attributes of Region and Employee. Region and Employee define the level of the report. The level of a report is the attribute level at which the metrics are calculated. © 2012 MicroStrategy, Inc. Accessing the Basic Report: Foundation of examples 307 8 Designing Reports Advanced Reporting Guide Switch to Design View. The following image displays the Basic Report in the Design View of Desktop. All of the panes mentioned in the next paragraphs have been opened and annotated for your use. Select Report Objects from the View menu and notice that all the Report Objects are included in the grid. Recall that the Report Objects pane lists all of the objects for which data is retrieved from the database, as well as the derived metrics created for this report. Filters and order of calculation on reports About filters For an introduction to filters, see the Basic Reporting Guide. This section builds on information in the Basic Reporting Guide by describing how filters 308 Filters and order of calculation on reports © 2012 MicroStrategy, Inc. Advanced Reporting Guide 8 Designing Reports are handled along with other report features during report execution, to impact the resulting report display. A filter is used to select the data for calculating the metrics in the report. It also restricts the attribute elements included in the report. In our example, we use the Month filter, which does not allow April, May, and December data to be included in the metric calculations. For our purposes, these months are not representative of the normal business cycle, so the filter excludes them from calculations. Month filter is included in the Reports\ The MicroStrategy Platform Capabilities\ Ad hoc Reporting\Component Objects folder. Report filter example Add the Month filter to the Basic Report, in Design View. For step-by-step instructions, refer to the online help. When you re-execute the report, it looks like the following: you do not want to create it yourself, this report is saved as Filter IfMonth Report Filter in the Tutorial. Notice that the metrics have different values than in the Basic Report. For example, Leanne Sawyer’s contribution to revenue is $198,076. In the unfiltered report, her revenue was $316,786. In the Basic Report, all data for all months was retrieved from the data warehouse. The Revenue metric was calculated using all months. In this filtered report, April, May, and December amounts are not considered, so this metric does not include them in its calculations. are several types of filters. Chapter 4, Advanced Filters, There discusses filters in greater detail. A filter affects the nature of the metric calculation by restricting the information used to compute the report metrics. © 2012 MicroStrategy, Inc. Filters and order of calculation on reports 309 8 Designing Reports Advanced Reporting Guide The difference between report filters and report limits A report limit specifies a set of criteria used to restrict the data returned in the report dataset after the report metrics are calculated. Because it is based on the report’s metric values, a limit is applied after all of them are calculated. The difference between a filter and a report limit is shown in the following example. Rank metrics apply a ranking number to the metric values for a given attribute. For an example, open the Sales Rank report. As shown in the following figure, this report is the Basic Report with two additional metrics-Revenue Rank and Revenue Rank (unfiltered). These metrics rank employees based on the Revenue metric. The Revenue Rank metric uses the report filter in its calculation, while the Revenue Rank (unfiltered) metric ignores this report filter. This feature allows both filtered and unfiltered values on the same report. For example, when a filter for the Northeast region is added to the report, the calculation for Revenue Rank (the filtered metric) uses only the employees in that region. The unfiltered metric uses all the employees, regardless of region, to calculate its rank numbers. A complete example is provided in Filtering with rank, page 311 below. Metric level filtering is also explained in more depth in Filtering: Interaction with report filters, page 64. In the report sample above, these two metrics display the same value because the report does not contain a filter. Sorting on rank To make the order of ranking easier to view, sort by the rank metric. In Grid View, right-click the Revenue Rank column and select Sort rows by this column. As you can see from the following report sample, the rows are 310 Filters and order of calculation on reports © 2012 MicroStrategy, Inc. Advanced Reporting Guide Designing Reports 8 re-arranged based on the value in the Revenue Rank column. The report data does not change, only its order on the report changes. This report is saved as Sort by Revenue Rank. Filtering with rank Switch to the Design View to add the Month filter to the sorted report. When you re-execute it, note the changed values in the Revenue Rank metric. In the following sample, the rankings that have changed are highlighted. This report is saved as Sort by Revenue Rank - Month Report Filter. In the previous report, Ian Benner’s revenue was $526,867, which placed him as the tenth highest revenue producer. In this new report, his revenue is calculated at $393,866 because the report filter is applied before the metric value is determined. The revenue does not include April, May, and December. His new revenue rank is calculated as five, since the report filter affects the data used to calculate the Revenue metric. However, the Revenue Rank (unfiltered) metric still returns a ten because it is set to ignore the report filter. © 2012 MicroStrategy, Inc. Filters and order of calculation on reports 311 8 Designing Reports Advanced Reporting Guide Report limits with rank Open the Sort by Revenue Rank report. Notice that the highest rank is 34 and there are 34 rows in the report. Now, add a report limit of revenue greater than $320,000. (For instructions to add a report limit, see the online help.) Reexecute the report to see the following results. report is saved as Sort by Revenue Rank - Report Limit - Revenue This > 320K. Notice that the highest rank is now 32 and there are only 32 rows on the report. The last two rows from the previous report have disappeared because the revenue in each row was less than the report limit. None of the metrics changed values because a report limit does not affect how the metrics are calculated; the limit is applied at the level of the report after the metrics are calculated. Simultaneous report filters and limits Both report filters and report limits can be used on the same report because they are applied at different stages of the execution cycle. Right-click the Sort by Revenue Rank report on the Desktop to open it in the Design View for editing. Add the Month filter as the report filter and a report 312 Filters and order of calculation on reports © 2012 MicroStrategy, Inc. Advanced Reporting Guide 8 Designing Reports limit of revenue greater than $320,000, as described previously. Execute the report. The results appear as displayed in the following figure. report is saved as Sort by Revenue Rank - Report Filter & Report This Limit. Notice that the report is much smaller than either the Sort by Revenue Rank - Month Report Filter report or the Sort by Revenue Rank - Report Limit Revenue > 320K report. Only 15 rows are returned, as opposed to 34 or 32. Also notice that the Revenue, Cost, Profit, and Revenue Rank values are the same as the filtered report. However, the Revenue Rank (unfiltered) values are the same as the Revenue Rank - Limit. The first step in creating this report is calculating metrics. The data used in the metrics is restricted by the report filter, so information from April, May, and December is not included. All the metrics are calculated using this data, except for the unfiltered metric, which ignores the report filter. Its values are calculated on the full year’s worth of data. The results after all the metric calculations are completed form the report dataset. The report limit is applied to this dataset. The employees with revenue less than $320,000 (the report limit) are removed from the display before the report is presented. Because the revenue is calculated on fewer months than the Revenue Rank - Month Filter report, more employees are discarded than from the previous limit. This means that the limit stays the same (greater than $320,000), but the filter changes the data considered in calculating each employee’s rank. A report filter affects the data used to calculate metrics, whereas a report limit does not affect how the metrics are calculated. Report limits are applied at the level of the report after the metrics are calculated. © 2012 MicroStrategy, Inc. Filters and order of calculation on reports 313 8 Designing Reports Advanced Reporting Guide About metric qualifications A metric qualification is a filtering condition based on the value of a metric. It contains an output level, which determines the level at which the metric is calculated and to which attributes the metric applies. Like every filter, a metric qualification changes the nature of the metric calculations, unlike a report limit, which is applied after the metrics are calculated. Recall that the level of the Basic Report is Region and Employee—the attributes on the report. The output level of the metric qualification can remain at the report level, or it can be changed. If the output level is the same as the report level, the results are usually the same as using a report limit. This is just a coincidence, however, because report limits and metric qualifications are calculated differently and at different times in the report execution cycle. If the output level differs from the report level, the metrics are calculated at the output level. In the example that follows, the report level is region and employee. In the previous reports, the metrics were calculated for each employee using all brands and all products. When a metric qualification with an output level is applied to the report, the metrics are calculated with only the data that meets the metric qualification. Working through the sample report will help you better understand metric qualifications and output levels. Whether or not the output level differs from the report level, a metric qualification affects the report dataset. On the other hand, a report limit is applied after the metrics are calculated. Example: Metric qualification Right-click the Sort by Revenue Rank report on the Desktop and select Edit to edit the report. Add a metric qualification by following the steps that follow. To add a metric qualification 1 Double-click in the Report Filter pane to add a qualification. 2 Select Add a Set qualification and click OK. A set qualification is based on a metric or attribute relationships. 314 Filters and order of calculation on reports © 2012 MicroStrategy, Inc. Advanced Reporting Guide Designing Reports 8 3 Click the browse button next to Output Level. 4 Select Calculate the output for the list of attributes. This allows you to select the output level for the metric qualification. 5 Select Brand under the Products folder and click > to add it to the Selected objects list. 6 Click OK. 7 Click the browse button next to Metric. 8 Select Revenue in the Sales Metrics folder. 9 Click OK. 10 Keep the Function as Metric Value, but select Greater than from the Operator drop-down list. 11 Do not change Value, but type 320000 in the box next to it. 12 Click OK. Execute the report. The results are displayed in the following figure. report is saved as Sort by Revenue Rank - Report Filter - Metric This Qualification at the Brand Level. The metric values on the report are different from those calculated for the Sort by Revenue Rank report. The Sort by Revenue Rank report produces values for each employee for all products. On the other hand, the metrics on this report are calculated only on those brands with revenue greater than $320,000 because of the metric qualification. © 2012 MicroStrategy, Inc. Filters and order of calculation on reports 315 8 Designing Reports Advanced Reporting Guide In the Sort by Revenue Rank report, Fred Strome’s revenue rank was nine, with revenue of $541,361. On this metric-qualified report, his revenue is $353,170, because any brands with revenue less than $320,000 were not included in the Revenue metric calculation. While his unfiltered revenue rank remains the same, he has moved up to eight in the revenue ranking. The unfiltered metric does not include the metric qualification, so it is calculated on all brands, and therefore, all products. In contrast, the metric qualification affects the other Rank metric, just as it affects the Revenue, Cost, and Profit metric calculations. That is, only brands with more than $320,000 of revenue are included in those calculations. You can think of a metric qualification as creating a temporary report. When the report is executed, the metric qualification first generates a temporary report in the background. In the earlier example, that report is a list of brands. The qualification is applied, so the report is trimmed to include only those brands with revenue in excess of $320,000. This report looks like the following. This report is saved as Revenue by Brand. Then this temporary report is applied to the actual report. Metrics are calculated including only those brands listed on the temporary report—Sony, Sharp, Panasonic, and so on. In essence, this report is the same as creating a filter for the set of brands Sony, Sharp, Panasonic, and so on. However, unlike that filter, the metric qualification is dynamically calculated based on the Revenue metric at the brand level. When new revenue data is added, the values can change. many cases, a report limit can generate more efficient SQL than a Inmetric qualification. A metric qualification is contained in a separate pass of SQL, generating a temporary table at the output level. When 316 Filters and order of calculation on reports © 2012 MicroStrategy, Inc. Advanced Reporting Guide Designing Reports 8 this table is joined to the rest of the output, it limits the data included in the other metric calculations. Because it is another table, a metric qualification is a separate step in report execution. In contrast, a report limit is contained in a HAVING or WHERE clause in one of the final SQL passes. Therefore, using a report limit reduces the number of SQL passes needed to execute the report. However, since they often yield different results, do not choose a report qualification or a limit based solely on SQL efficiency. About the report-as-filter Report as filter allows you to create a report and use it as a filter to generate another report. It is a different way to achieve the same results as a metric qualification. Because the logic used to generate the final report is clearer, MicroStrategy recommends using it rather than the metric qualification. select Add a Shortcut to a Report to access the report as InfilterDesktop, functionality. Report as filter example To create the same report as the metric qualification example, open the Sort by Revenue Rank report in the Report Editor. Add a new report filter. Select Add a Shortcut to a Report and choose the Revenue by Brand report. Execute the report. Sample report results are shown in the following figure. report is saved as Sort by Revenue Rank - Report Filter - Report This as Filter at the Brand Level. As with the metric qualification report, the metric values differ from the unfiltered Sort by Revenue Rank report. The values shown in the earlier © 2012 MicroStrategy, Inc. Filters and order of calculation on reports 317 8 Designing Reports Advanced Reporting Guide figure are calculated only for the brands that are returned on the Revenue by Brand report chosen as the filter. Freeform SQL and Query Builder reports can also support this functionality, as described in Using Freeform SQL reports to filter other reports, page 650 and Using Query Builder reports to filter other reports, page 739. Defining a filter for a drilled-to report When drilling, you can define a filter for the resulting, drilled-to report. This filter normally includes only the relevant attribute elements to the left of (or above) the object on which you are drilling. Including only highlighted elements to the left of or above the selected element For example, a report contains the Category and Subcategory attributes and the Revenue metric, as shown below: Using this report, drill from a specific year to Month. Click Books in the report grid and notice how all the subcategories in the Book rows are highlighted. Then right-click any of the Book subcategories and drill down to Item. 318 Filters and order of calculation on reports © 2012 MicroStrategy, Inc. Advanced Reporting Guide 8 Designing Reports The new report is filtered on the Books category, as shown below. Subcategory is not included in the report filter because it is the attribute on which you drilled. Including all highlighted elements in the filter If you set the report’s Drilling Filter option to include all highlighted attribute elements, and the perform the same drilling operation as in the example above, the drilled-to report contains the same data. However, note the report filter, which now includes Subcategory instead of Category, as shown below: Since Subcategory was highlighted when you drilled on it, it is included in the report filter. Category is no longer included in the report filter because the only items that appear on the new report are from the Books category. © 2012 MicroStrategy, Inc. Filters and order of calculation on reports 319 8 Designing Reports Advanced Reporting Guide To include all highlighted attribute elements in the drilling filter for a report 1 Open the report in the Report Editor. 2 From the Data menu, select Report Data Options. The Report Data Options dialog box opens. 3 Expand General, then select Drilling. 4 Set Drilling Filter Options to Include in the filter all highlighted attribute elements. 5 Click OK. The Report Data Options dialog closes. The basics of report execution Now that you have designed reports containing filters and limits, you can better understand how a report is generated. The following table describes the steps to execute a report. Step Description 1 The objects in Report Objects and the report filter are used to calculate all the metrics, based on the data in the data warehouse. 2 A logical dataset is generated in the database or brought back to the Intelligence Server. Optimally, the dataset remains in the database to increase performance. 3 If there is a report limit, it is applied at the level of the Report Objects to further restrict the dataset. The report limit is based on the result of the metric calculations from step 1. 4 If there are no other functions, the report is returned to the user and displayed in the selected format. These four steps are the data definition section of the report execution. The data definition establishes how the data is accessed and manipulated in the data warehouse. The other functions noted in step 4 comprise the view definition, which represents how the data is viewed and manipulated in Intelligence Server. The remainder of this chapter covers manipulating the final report dataset generated in step 3. 320 The basics of report execution © 2012 MicroStrategy, Inc. Advanced Reporting Guide 8 Designing Reports Data definition and view definition objects: Data versus display The following tables are samples of the information stored in the data definition and the view definition. Data Definition Report Filter Criteria used to select the data to calculate the metrics in the report Report Objects List of objects that make up the data definition; the attributes define the level of detail of the report Note: Derived metrics are listed in Report Objects but are not part of the data definition. Report Limits Additional limits applied after report metrics are calculated View Definition Grid Objects contained in rows, columns, and pages Formatting Font, number format, grid format, and column aliases Thresholds Conditional formatting View Filter Additional filter applied in memory to the report data Derived Metrics Calculations based on metrics already in report and generated from the report dataset Derived Elements Groupings of attribute elements on a report, to provide a new view of report data for analysis and formatting purposes. Subtotals Metric values aggregated to selected attribute levels Sorting Sort used to display data in grid Report designers are generally concerned with data definition while report analysts usually focus on view definition. Report designers work on the details of reports to create a controlled context or environment for the report analysts to work in. This ensures that only reasonable queries are submitted to the database. Reasonable means that irrelevant datasets cannot be created, nor can huge amounts of data be retrieved from the warehouse. This allows a group of report designers to be trained about more advanced report functions while report analysts can manipulate reports without needing to understand the report execution details. Through privileges (see Privileges, page 383), you can assign different levels of functionality to different users. For details on the view definition of reports, and other OLAP analysis features, such as allowing analysts to filter the display of data; on-the-fly report result calculations; defining attribute elements on-the-fly; and © 2012 MicroStrategy, Inc. The basics of report execution 321 8 Designing Reports Advanced Reporting Guide changing the level of data aggregation and display, see the OLAP Services Guide. Another method of limiting the data available to analyze on a report is through the use of Intelligent Cubes, which are a part of OLAP Services. For an introduction to Intelligent Cubes, see Intelligent Cubes below. Intelligent Cubes Intelligent Cubes are multi-dimensional cube (sets of data) that allow you to use OLAP Services features on reports, as well as share sets of data among multiple reports. On MicroStrategy’s business intelligence platform, you have two unique methods to implement Intelligent Cube Technology: • Personal Intelligent Cubes: A personal Intelligent Cube is the Intelligent Cube functionality available in all pre-9.0 MicroStrategy releases. To use a personal Intelligent Cube, you can begin by creating reports in MicroStrategy as usual, and then analyze your reports with OLAP Services features such as view filters, derived metrics, and dynamic aggregation. These features are processed on the in-memory copy of data known as a personal Intelligent Cube, rather than being processed on the data warehouse. • Intelligent Cubes: A shared Intelligent Cube (called an Intelligent Cube) is a set of data that can be shared as a single in-memory copy, among many different reports created by multiple users. Rather than returning data from the data warehouse for a single report, you can return sets of data from your data warehouse and save them directly to Intelligence Server memory. The reports accessing Intelligent Cubes can use all of the OLAP Services features for analysis and reporting purposes. For information on Intelligent Cubes and the OLAP Services features they support, see the OLAP Services Guide. For information on administering shared Intelligent Cubes, see the System Administration Guide. Totaling and subtotaling data on reports The term “subtotal” is used to mean all types of totaling, including grand totals, totals, and subtotals. 322 Totaling and subtotaling data on reports © 2012 MicroStrategy, Inc. Advanced Reporting Guide 8 Designing Reports About subtotals In the context of reports, subtotals reflect data rolled up to the selected attribute levels and can be applied dynamically to any report. You can apply subtotals using one of many standard subtotal functions such as total, count, minimum, maximum, standard deviation, and others. For a list of the standard subtotal functions, see Standard subtotal functions, page 138. You can create a customized user-defined subtotal using the Subtotal Editor. For more information, see Creating your own subtotals, page 138. On a report, you can apply the subtotal by position, across a level, or using group by. This Applied levels option, which is located on the Advanced Subtotals dialog box, does not affect the location of the subtotal on the report, but rather how the subtotal is calculated. To change the display location, use the Display Options tab in the Subtotals dialog box; for instructions, see the Desktop Help. • Applying a subtotal across a level calculates a subtotal across the selected attributes. The subtotal is applied to particular levels-rows, columns, and pages. This means “group by attributes to the left of the selected attribute.” For example, if you have Region and Employee, in that order, on a report (as on the Basic Report), selecting across Employee means group by Region. A subtotal for each Region, totaling the individual Employee-Region values, displays on the report. Likewise, across Region means group by none since there is nothing to the left of it on the report. The result is a grand total. However, if the report is pivoted and the order of the attributes changes, the totals also change. If Employee is pivoted to the left of Region, the across Employee subtotal means group by none. • The by position option means applying the subtotal based on its location on the report. The subtotal is calculated across all attributes and hierarchies on the report. It provides the same behavior as across level, but without selecting a level. Instead, the level is selected dynamically so these subtotals change as you alter the layout of the template. The two choices for by position are All subtotals, meaning “across all attributes,” and Grand Total, meaning “across the leftmost attribute.” For example, you can choose to subtotal on rows and/or columns. The Basic Report contains the columns Region, Employee, Revenue, Cost, and Profit. You can subtotal by both rows and columns, which provides totals at the employee and region level for each metric. By default, the by position option is selected. © 2012 MicroStrategy, Inc. Totaling and subtotaling data on reports 323 8 Designing Reports • Advanced Reporting Guide Group by applies the subtotal by the selected attribute across all other attributes on the template, regardless of position. Group by effectively allows you to use both subtotal and sort by attributes that are not the furthest to the left. The Grand Total check box allows you to also add a subtotal grouped by nothing, effectively calculating a total of all attributes on the template. If a report contains Region, Category, and Quarter and you group by Region, a Region subtotal always appears, regardless of where Category and Quarter are located with respect to Region. You can also group by multiple attributes. For example, grouping by Region-Category on that report provides a subtotal every time a new Region-Category combination occurs. by works best if the report is sorted by the same attribute Group used to group the subtotals, regardless of position. Subtotals by position example Open the Subtotals report, a sample of which is displayed below. This report is based on the Basic Report, with the addition of the attribute Quarter. Also, 324 Totaling and subtotaling data on reports © 2012 MicroStrategy, Inc. Advanced Reporting Guide Designing Reports 8 a view filter has been added, which includes only quarters 1 and 2 of Year 2002 and the Northeast, Central, and South regions. can create this report yourself by starting with the Basic Report. You Note that the Subtotal report has a different format than the Basic Report. The Subtotal report uses the autostyle named SmallType, while Basic Report uses Squares. Each region is totaled for each quarter, then each quarter is totaled, and finally a grand total is calculated. The subtotals use the by position option. To view how these subtotals are set up, select Subtotals from the Data menu. Press F11 to toggle the grand total display for reports in Desktop. Move Region to the left of Quarter and notice that the subtotals change. Instead of totals by region, by quarter, and then a grand total, the subtotals are calculated by quarter, by region, and then for all attributes (that is, a grand total). This dynamic recalculation is a feature of the subtotal by position option. Return Region to its position between Quarter and Employee. © 2012 MicroStrategy, Inc. Totaling and subtotaling data on reports 325 8 Designing Reports Advanced Reporting Guide Subtotals across levels example Begin with the Subtotals report, and change the by position subtotals to across levels. To set subtotals across levels 1 Select Data, then Subtotals. The Subtotals dialog box opens. 2 Click Advanced. The Advanced Subtotals dialog box opens. 3 Select Across level. A list of report objects is displayed. 4 Select Region from the list of report objects. 5 Click OK, then OK again to return to the report. The only totals now are quarterly, as displayed below. Across levels means group by attributes to the left of the selected attribute. Since the selected attribute is Region, the only attribute to the left of it is Quarter, hence the quarterly totals. 326 Totaling and subtotaling data on reports © 2012 MicroStrategy, Inc. Advanced Reporting Guide Designing Reports 8 As you did with the by position example, move Region to the left. Only grand total is displayed, because now there is no attribute to the left of Region. Return Region to its position between Quarter and Employee. Subtotals group by example Begin with the Subtotals report, which contains subtotals by position. Sort the report by region, by right-clicking Region in the grid and selecting Sort, then Ascending. Notice how the Q1 and Q2 Totals now appear at the bottom of the report. Move Region to the right, after Employee. The employees for each region are displayed, then employee totals for each quarter, with a quarterly total, and finally a grand total. Now change the by position subtotals to group by. To set group by subtotals 1 Select Data, then Subtotals. The Subtotals dialog box opens. 2 Click Advanced. The Advanced Subtotals dialog box opens. 3 Select Group by. A blank list of group by levels is displayed. 4 Click Add. The Group By Selection dialog box opens. 5 Select Region from the list of attributes on the report. 6 Click OK to return to the Advanced Subtotals dialog box. Notice that Region has been added to the list of levels. 7 Click OK, then OK again to return to the report. © 2012 MicroStrategy, Inc. Totaling and subtotaling data on reports 327 8 Designing Reports Advanced Reporting Guide Now the sort and the subtotals work together to provide regional totals, as shown below. Custom report subtotals By default, when you use subtotals in a report, the same subtotal function is used for all metrics in the report. The name of the subtotal is displayed in the subtotal line items that appear in the report. You can use custom report subtotals to give you more control over the characteristics of a subtotal. Custom report subtotals allow you to define custom subtotal line items that appear on your reports. Custom report subtotals allow you to do the following: • Customize the subtotal name that appears in the subtotal line item • Define different subtotal functions to be used on different metrics in the report • Specify the level of each total • Turn off subtotaling for specific metrics on the report 328 Totaling and subtotaling data on reports © 2012 MicroStrategy, Inc. Advanced Reporting Guide 8 Designing Reports You can make the subtotal name dynamic by typing special characters in the subtotal name field as listed in the following table. Character Description #A The name of the attribute under which the subtotal appears. #P The name of the attribute to the left of, or above the attribute under which the subtotal appears. #0 All the forms of the parent element. #1 The first form of the parent element reading from left to right or from top to bottom. #2 The second form of the parent element reading from left to right or from top to bottom. #3 The third form of the parent element reading from left to right or from top to bottom. #4 The fourth form of the parent element reading from left to right or from top to bottom. attribute form provides details that identify and describe an An attribute. Examples are an ID, a description, or a name. For more information, see the Attributes chapter in the MicroStrategy Project Design Guide. Custom report subtotal example Open the Subtotals report from the previous example. You can add custom report subtotals for the region and quarter by following the steps outlined below. To add custom report subtotals 1 Select Subtotals from the Data menu. The Subtotals dialog box opens. 2 Clear the Total check box to remove the standard subtotals. 3 Click Advanced, then New to create a custom subtotal. © 2012 MicroStrategy, Inc. Totaling and subtotaling data on reports 329 8 Designing Reports Advanced Reporting Guide 4 Type the following for the name: Total for the #P #0 P displays the parent attribute and 0 (the number zero, not the letter o) displays all the forms of the parent attribute. In this case, only one form exists for each. 5 All the metrics on the report are listed. You can select the subtotal function to use for each. Total is correct for all of our metrics. 6 Click OK to save the new subtotal. 7 Click OK to return to the Subtotals dialog box. 8 Select the Total for the #P #0 check box. Notice the icon for this custom report subtotal is different from those of the prebuilt subtotals. 9 Click Advanced. On the Advanced Subtotals Options dialog box, select Across level, and then select the check boxes Region and Employee. 10 Click OK to return to the Subtotals dialog box. 11 Create another custom report subtotal, called Grand Total. Do not change the subtotal functions for any of the metrics. 12 Select the Grand Total check box. 13 Select Across level and Quarter. 14 Click OK to return to the Subtotals dialog box. 15 Click OK. 330 Totaling and subtotaling data on reports © 2012 MicroStrategy, Inc. Advanced Reporting Guide 8 Designing Reports The report results are displayed below. This report is saved as Custom Subtotals. Subtotals and memory usage The amount of memory required to calculate and store subtotals can be significant. In some cases, the size of the subtotals can surpass the size of the report result itself. The size of the subtotals depends on the subtotaling option chosen, along with the order and the number of unique attributes. The easiest way to determine the number of subtotals being calculated is to use the Advanced Subtotals Options dialog box to check the number of result rows that are added when you select different subtotal options. Subtotals can use a great deal of memory if the All Subtotals option in the Pages drop-down list is selected. This option calculates all possible subtotal calculations at runtime and stores the results in the report instance. MicroStrategy recommends that both users and report designers use less memory-intense options for calculating subtotals across pages, such as selecting grand totals only, or the specific subtotals that are needed. For information on memory usage, see the MicroStrategy System Administration Guide. © 2012 MicroStrategy, Inc. Totaling and subtotaling data on reports 331 8 Designing Reports Advanced Reporting Guide Sorting data on reports If a report is not sorted, the result set is displayed in the default order. If only one attribute is included on the report, the report is sorted by the attribute IDs, in ascending order. If the report includes multiple attributes on the rows, the report sorts by the attribute farthest to the left. If the attributes are on the columns, the report sorts by the top attribute. If the report displays multiple attribute forms for a single attribute, the report still uses this default order. For more information on sorting with multiple attribute forms, see Example: Sorting on multiple attribute forms, page 335. Sorting allows you to order the report dataset to present your business information in a more informative way. For example, you can alphabetically sort country and region on a report, allowing you to quickly find a particular region. The MicroStrategy Basic Reporting Guide discusses such quick sorting, which is available in the right-click menu when you select a column. Advanced sorting allows you to create your own, more complex sorts for rows, columns, and pages. You can sort by both columns and rows at the same time. You can select the object to sort by, the sorting order (ascending or descending), the sorting criteria, and the position of the totals. The options for the sorting criteria depend on the sort object. For example, Employee can be sorted by last name, first name, Social Security Number, or the attribute ID. The sorting criteria do not have to be displayed on the report. One type of advanced sort is multiple-key sorting, or hierarchical sorting, which sorts data according to multiple sorting criteria in a hierarchical manner. This means that the first criterion is the initial basis for sorting. Any ties are resolved using the second criterion, any remaining ties are resolved using the third criterion, and so on. If a tie remains after all the criteria are used, the default sort order is used as the tiebreaker. In a simple example, you can sort by ascending employee last name, then ascending employee first name. If two employees have the same last name, their first names are compared to alphabetically sort them. You can, of course, create more complex multiple-key sorting. Sorting metrics hierarchically allows you to use group totals for sorting. That is, the groups on the report are totaled, and the report is sorted on these totals. An example of hierarchical sorting is explained after the advanced sorting example that follows. 332 Sorting data on reports © 2012 MicroStrategy, Inc. Advanced Reporting Guide 8 Designing Reports Sorting options example Open the Advanced Sorting report, a subset of which is shown below. Click Advanced Sorting in the Data menu. The rows are sorted by ascending region and descending fourth quarter 2003 revenue. The columns are sorted by the quarter ID in descending order. Return to the report and examine the sorted data. The columns are in reverse order, fourth quarter 2003 to first quarter 2002. The customized banding makes it easier to view the region separations in the rows. The regions are in alphabetical order, Central to Web. The rank metric helps you confirm that within each region, employees are sorted based on fourth quarter 2003 revenue. For example, the rank is 4, 3, 2, 1 in the Central region for Q4 03. For Q3 03, the rank is 2, 3, 4, 1. Sorting metrics while retaining the hierarchical structure The following procedure sorts the report by revenue, in descending order. The totals are placed at the top of each section, rather than more conventionally at the bottom. To sort metrics hierarchically To set up the sample report 1 Move Rank to Report Objects. 2 Move Quarter from the columns to the rows, to the left of Region. 3 Edit the view filter to remove Northwest and Web from the list of regions. 4 Add standard totals by choosing Subtotals from the Data menu, then selecting Total from the list of available subtotals. Click OK to return to the report. © 2012 MicroStrategy, Inc. Sorting data on reports 333 8 Designing Reports Advanced Reporting Guide To sort metrics hierarchically 5 Select Advanced Sorting from the Data menu. The Sorting dialog box opens. 6 On the Rows tab, click Remove All to delete the previous sort. At the prompt, click Yes. 7 Click Add to create a new sort. 8 Change Sort By to Revenue. 9 Change the Order to Descending. 10 Change the Total Position to Top. 11 Select the Sort metrics hierarchically check box, and choose Total from the drop-down list next to the check box. 12 Click OK. 334 Sorting data on reports © 2012 MicroStrategy, Inc. Advanced Reporting Guide 8 Designing Reports The results are displayed below. This report is saved as Advanced Sorting - Hierarchical. Notice how the report is sorted. Within the region Southeast in Q4 2002, the employees are sorted by revenue, in the order of the highest revenue producer to the lowest. Within Q4 2002, the regions are also sorted, from Southeast with $376,461 in revenue to South with only $238,364. The quarters are sorted, from Q4 2002 at $932,383 to Q1 2003 at $121, 639. The groups on the report are sorted hierarchically. Example: Sorting on multiple attribute forms display is an OLAP Services feature and you must have the Attribute “Use report objects window” and “Set attribute display” privileges to use this feature. For more information, see the OLAP Services Guide. If multiple attribute forms are displayed for a single attribute, the report is still initially sorted in the default order, as set in the Attribute Editor. You can change the sorting, as described below; sorting set for a report takes © 2012 MicroStrategy, Inc. Sorting data on reports 335 8 Designing Reports Advanced Reporting Guide precedence over default sorting set for attribute forms. (For details on attribute forms, see the Attributes chapter of the MicroStrategy Project Design Guide.) The attribute forms are displayed in the order in which you added the forms. The following report contains one attribute, Item, but multiple attribute forms. The forms displayed are, from left to right, ID, Description, Long Description, and Price. The report is sorted by ID, by default. Although the ID is displayed in the leftmost column on this sample, the order that attribute forms are displayed in the report does not affect how the report is sorted. It is placed there to allow you to more easily see how the report is sorted initially. Even if the ID was not displayed on the report, the report would be sorted by ID by default. The same report is shown below, sorted by Price, then Description. Notice the order of the items with a price of $50. The following procedure re-creates the example report shown above. 336 Sorting data on reports © 2012 MicroStrategy, Inc. Advanced Reporting Guide Designing Reports 8 To set up the sample report 1 On the File menu, point to New, and then select Report. The Report Editor opens. If the New Grid dialog box is displayed, click the Empty Report icon. If you do not want this dialog box to be shown in the future, select Don't show this dialog in the future. Click OK. For a full description of object templates, including a list of the objects that can use object templates, see Object templates, page 395. 2 Add Item to the report. 3 Create a report filter for Category = Electronics. To add attribute forms and change their display order 4 Select Attribute Display from the Data menu. The Attribute Display dialog box opens. 5 Select Use the following attribute forms. 6 In the Available forms list, select ID and click > to add it to the Displayed forms and Report objects forms lists. Repeat with Long Desc and Price. 7 Re-arrange the forms in the Displayed forms list, using the up and down arrows on the right side of the Displayed forms box, until the forms are in the following order: ID Desc Long Desc Price 8 Click OK to return to the report. 9 Save the report and then execute it. To sort by attribute forms 10 From the Data menu, select Advanced Sorting. The Sorting dialog box opens. © 2012 MicroStrategy, Inc. Sorting data on reports 337 8 Designing Reports Advanced Reporting Guide 11 On the Rows tab, click Add to create a new sort. 12 Change Criteria to Price. 13 Click Add to create another sort. 14 Change Criteria to Desc. 15 Click OK. The report is now sorted as shown above. This same report is shown below, now sorted by Price, then Long Description. Notice the order of the items with a price of $50. In the previous sort, the first $50 item was the portable TV, followed by the portable CD player. Now it is the compact flash, followed by the power TV antenna. To change the attribute form sort 1 From the Data menu, select Advanced Sorting. The Sorting dialog box opens. 2 On the Rows tab, click Desc in the Criteria column. From the drop-down list, choose Long Desc. 3 Click OK. The report is re-sorted, as shown above. If you remove Price from the report display, but not from the report, the sort does not change. The report is still sorted by Price, then Long Description. 338 Sorting data on reports © 2012 MicroStrategy, Inc. Advanced Reporting Guide Designing Reports 8 To remove an attribute form from the report display 1 In Report Objects, right-click Item, point to Attribute Forms, and then select Price. Price is no longer displayed on the report, but remains in the Report Objects. If you remove Price from the report, the report can no longer be sorted in the same way. It is re-executed, and sorted by Long Description only, as shown below. Notice that the first item is now a CardBus as opposed to the TV antenna of the previous sample. To remove an attribute form from the report 1 In Report Objects, right-click Price and select Remove from Report. A message is displayed, indicating that the report must be re-executed for this manipulation to take effect. 2 Click Yes. The report is re-executed and displayed as shown above. © 2012 MicroStrategy, Inc. Sorting data on reports 339 8 Designing Reports Advanced Reporting Guide Sorting with null values You can specify a value to use to replace null values when the report is sorted. For example, metric values on a report are sorted in descending order but blank values (or nulls) appear first, as shown below: You can instead specify that the null values are treated as zeros, so that he null values will then display at the bottom of the report. The null values still appear as blanks on the report, as shown below: To specify a replacement value for null values when the report is sorted 1 From the Data menu, select Report Data Options. The Report Data Options dialog box opens. 2 In the list of Categories on the left, expand Display, then select Null Values. 3 Clear the Use Default check box under Null Display settings. 340 Sorting data on reports © 2012 MicroStrategy, Inc. Advanced Reporting Guide 8 Designing Reports 4 Select the Set the value to be used in place of empty values when the report data is sorted check box. 5 Type the replacement value (such as 0) in the text box below the check box. 6 Click OK to save the change and return to the report. 7 If a prompt to re-execute the report is displayed, click Yes. 8 Save the report. Sorting the page-by list Pages group report data into logical subsets, and allow you to view one subset (or page) at a time. Page-by makes viewing a report easier, since users do not have to scroll through long lists of data. You can specify how the pages are displayed in the drop-down list of pages, by selecting the sorting order, the sorting criteria (for example, the attribute form on which to sort), and the position of the totals in the page list. For example, the following report contains Region, Employee, the Revenue metric, and the Rank metric. It is paged by Quarter, so that a user can select a particular quarter to display. Notice that the Total is displayed first in the list, followed by quarters from the earliest to the most recent. Sorting the © 2012 MicroStrategy, Inc. Sorting data on reports 341 8 Designing Reports Advanced Reporting Guide page-by list allowed the report designer to select the order of the quarters and whether the total is displayed at the beginning or the end of the list. The following procedure describes how to recreate this example by starting with the Advanced Sorting report. To sort a page-by list To set up the sample report 1 Run the Advanced Sorting report. 2 Move Quarter to the page-by area. 3 Add standard totals by choosing Subtotals from the Data menu, then selecting Total from the list of available subtotals. Click OK to return to the report. 4 Click the page-by field and note that the quarters are sorted from the most recent date to the earliest date, with Total at the end of the list. 342 Sorting data on reports © 2012 MicroStrategy, Inc. Advanced Reporting Guide 8 Designing Reports To sort the page-by list 5 Select Advanced Sorting from the Data menu. The Sorting dialog box opens. 6 On the Rows tab, click Remove All to delete the previous sort. At the prompt, click Yes. 7 Click the Pages tab. Notice that the attribute that the report is paged by, Quarter, is displayed in the Sort By column. 8 Change the Order to Ascending. 9 Change the Total Position to Top. 10 Click OK to return to the report. Click the page-by field and note that the quarters are sorted from the earliest quarter to the latest quarter, with the total at the beginning of the list. You can sort the page list of any page field on the report. For example, on the report created above, move Region to the page-by area. By default, the page list is sorted in ascending alphabetical order, from Central to Web. You can change the order to descending alphabetical order, or sort and order by the attribute ID rather than description. The following report sample shows the region page list sorted by ID, in descending order. Formatting a report You can change the general presentation formats and formatting details of a report to suit your requirements and preferences. You can set various formatting properties for row and column headers, as well as for the actual report data. You also can set borders and patterns. For more information on © 2012 MicroStrategy, Inc. Formatting a report 343 8 Designing Reports Advanced Reporting Guide formatting basics, see the Report Formatting chapter of the Basic Reporting Guide. Formatting report cell data The Format Cells dialog box consists of the following tabs: • Number: Allows you to select the number formatting options, such as decimal spaces, currency symbol, time format, zip code format, and so on. If none of the built-in number formats meet your needs, you can create your own custom number formats using number format symbols. For more details on custom formatting, see Custom formats, page 344. • Alignment: Determines how the contents of the section are aligned when the formatting is applied. You can select horizontal and vertical alignment, as well as select if you would like to wrap the text or not. • Font: Defines the text font for the selected section. You can select the font name, font style, size, color, and effects. • Border: Defines how the borders are displayed for the selected section. • Background: Defines how to fill the cell background. You can choose whether the background is a solid color, uses gradient colors (a two-color combination), uses a pattern, or is transparent to allow what is behind the cell to show. • Chart: Applies a background pattern and color for a metric when it is displayed as a series in a graph report. the chart color that you define for a metric overrides Byanydefault, default color schemes for the graph report, although you can disable this metric formatting. For more detailed instructions, see Defining a graph color for metrics in Desktop, page 469. Custom formats Custom formats allow you to create your own formats for data in a report. You can format text, numbers, and date and time using custom formats. Once you create a custom format, you can use it in other metrics and report objects as well. Each custom format can have up to four optional sections, one each for: • Positive numbers 344 Formatting a report © 2012 MicroStrategy, Inc. Advanced Reporting Guide • Negative numbers • Zero values • Text 8 Designing Reports You can specify these sections, separated by semicolons in the order listed above. If you specify only two sections, the first is used for positive numbers and zeros, and the second is used for negative numbers. If you specify only one section, all numbers use the same format. Numeric data formatting You can format fractions or numbers with decimal points by including appropriate digit placeholders in the custom format. This is explained in detail in the following table: Symbol Description 0 (zero) Digit placeholder. • If the number contains fewer digits than the placeholders contained in the format, the number is padded with zeros. For example, the format code 00000 will display the number 12 as 00012. • If there are more digits to the right of the decimal point than the placeholders in the format, the decimal portion is rounded to the number of places specified by the placeholders. • If there are more digits to the left of the decimal point than the placeholders in the format, the extra digits are retained. • If the format contains zeros to the left of the decimal point, numbers less than one are displayed with a zero to the left of the decimal point. # Digit placeholder. • This digit placeholder displays only significant digits and does not display insignificant zeros. For example, the format code ##.## will display the number 0025.630 as 25.63. • If there are more digits to the right of the decimal point than the placeholders in the format, the decimal portion is rounded to the number of places specified by the placeholders. • If there are more digits to the left of the decimal point than the placeholders in the format, the extra digits are retained. • If the format contains only number signs (#) to the left of the decimal point, numbers less than one are displayed beginning with a decimal point. The format #.00 will display the number 0.43 as .43. ? Digit placeholder. • This digit placeholder adds spaces for insignificant zeros on either side of the decimal point so that decimal points align when formatted with a fixed-width font. • You can also use ? for fractions that have varying numbers of digits. % This symbol displays the number as a percentage, by multiplying the number by 100 and appending the % character. © 2012 MicroStrategy, Inc. Formatting a report 345 8 Designing Reports Advanced Reporting Guide Symbol Description , (comma) Thousands separator. • If the format contains commas separated by #'s or 0's, commas separate the thousands. Note that the actual thousands separator used depends on the session locale. • A comma following a placeholder scales the number by a thousand. For example, using 0, scales the number by 1000, so that 10,000 displays as 10. . (period) Decimal separator. Note that the actual decimal separator used depends on the session locale. E+, E-, e+, e- Scientific notation. • If the format contains a scientific notation symbol to the left of a 0 or # placeholder, the number is displayed in scientific notation and an E or e is added. • The number of 0 and # placeholders to the right of the decimal determines the number of digits in the exponent. • E- and e- place a minus sign by negative exponents. E+ and e+ place a minus sign by negative exponents and a plus sign by positive exponents. Character/text data You can include formats for text and character data as mentioned in the following table: Symbol Description “text” Displays the text inside the quotation marks. Even if the text is a valid formatting symbol, it is treated as literal text if it appears within quotes. Use quotation marks around any character that is not a formatting symbol, including a space, the dollar sign ($), minus sign (-), slash (/), exclamation mark (!), ampersand (&), tilde (~), curly brackets ({ }), equals sign (=), less than and greater than signs (< >), and the caret (^). This ensures that the text appears correctly in both Desktop and MicroStrategy Web. : In a date/time format, the colon (:) does not need to be enclosed in double quotation marks (" "). However, to display it in a numeric format, it must be enclosed in quotes. For example, if you have an integer that must be displayed as 12:34:56, the correct format is "##":"##":"##". *(asterisk) This symbol repeats the next character until the width of the column is filled. Only one asterisk can be used in each format section. _(underline) This symbol skips the width of the next character. For example, to make negative numbers surrounded by parentheses align with positive numbers, you can include the format _) for positive numbers to skip the width of a parenthesis. 346 Formatting a report © 2012 MicroStrategy, Inc. Advanced Reporting Guide 8 Designing Reports Date and time The format codes for formatting days, months, years and time in a report are given in the following table: Symbol Description m Month number. Displays the month as digits without leading zeros, such as 1. Can also represent minutes when used with h or hh formats. mm Month number. Displays the month as digits with leading zeros, as in 01. Can also represent minutes when used with the h or hh formats. mmm Month abbreviation, such as Jan. mmmm Month name, such as January. d Day number. Displays the day as digits with no leading zero, such as 1. dd Day number. Displays the day as digits with leading zeros, as in 01. ddd Day abbreviation, such as Sun. dddd Day name, such as Sunday. yy Year number. Displays the year as a two-digit number, such as 00. yyyy Year number. Displays the year as a four-digit number, such as 2003. h Hour number. Displays the hour as a number without leading zeros, such as 1. If the format contains an AM or PM format, the hour is based on a 12-hour clock; otherwise, it is based on a 24-hour clock. hh Hour number. Displays the hour as a number with leading zeros, as in 01. If the format contains an AM or PM format, the hour is based on a 12-hour clock; otherwise, it is based on a 24-hour clock. m Minute number. Displays the minute as a number without leading zeros, such as 0. The m format must appear immediately after the h or hh symbol; otherwise it is interpreted as month. mm Minute number. Displays the minute as a number with leading zeros, such as 00. The mm format must appear immediately after the h or hh symbol; otherwise it is interpreted as month. © 2012 MicroStrategy, Inc. Formatting a report 347 8 Designing Reports Symbol Description s Second number. Advanced Reporting Guide Displays the second as a number without leading zeros, such as 0. ss Second number. Displays the second as a number with leading zeros, such as 00. AM/PM am/pmA/ P a/p 12-hour time. [h] Displays the total number of hours. [m] Displays the total number of minutes. [s] Displays the total number of seconds. Displays time using a 12-hour clock. Displays AM, am, A, or a to display time between midnight and noon; displays PM, pm, P, or p to display time between noon and midnight. Color You can change the color of data in your report using custom formatting. The following table lists the format for color codes: Symbol Description [Black] Displays cell text in black. [Blue] Displays cell text in blue. [Cyan] Displays cell text in cyan. [Green] Displays cell text in green. [Magenta] Displays cell text in magenta. [Red] Displays cell text in red. [White] Displays cell text in white. [Yellow] Displays cell text in yellow. Currency You can include the following currency symbols in a number format. Keep the ALT key pressed and type the ANSI code of the currency. The ANSI code should be followed by the format code for the number. ANSI code for the currency symbol, turn on NUM LOCK and Tousetype the numeric keypad. As you type the ANSI code, the Custom box 348 Formatting a report © 2012 MicroStrategy, Inc. Advanced Reporting Guide Designing Reports 8 appears blank. The currency symbol is displayed only when you finish typing the code. Hold the ALT key down and type this code To display 0162 ¢ 0163 £ 0165 ¥ 0128 Є Conditional symbols You can apply conditional formatting to monitor the data in your report. Symbol Description [conditional value] Designates a different condition for each section. For example, data in a column has values ranging from 200 to 800 and you want the text “Poor” to be displayed in black for values less that 400, the text “Good” to be displayed in Red for values greater than 600, and the text “Average” to be displayed in blue for values ranging between 400 and 600. You can use the following code for these conditions: [<400][Black]”Poor”; [>600][Red]”Good”; [Blue]”Average” In this example, [<400] and [>600] are the conditional values. Custom number formatting examples The following table lists examples of custom number formats. It includes the formatting symbols, the report data, and how that data is displayed after using the formatting. Format Cell data Display #.## 250.436 0.43 250.44 .43 #.0# 250.436 125 250.44 125.0 ???.??? 123.43, 45.90, 345.809 With aligned decimals © 2012 MicroStrategy, Inc. Formatting a report 349 8 Designing Reports Advanced Reporting Guide Format 350 Formatting a report Cell data Display #,##0"CR";#,##0"DR"; 2567 0 -4567 0 2,567CR 4,567DR 0 #,### 1500 1,500 0, 10,000 10 "Sales="0.0 123.45 Sales=123.5 "X="0.0;"x="-0.0 -12.34 x=-12.3 "Cust. No. " 0000 1234 Cust. No. 1234 m-d-yy 2/3/03 2-3-03 mm dd yy 2/3/03 02 03 03 mmm d, yy 2/3/03 Feb 3, 03 mmmm d, yyyy 2/3/03 February 3, 2003 d mmmm yyyy 2/3/03 3 February 2003 hh"h" mm"m" 1:32 AM 01h 32m h.mm AM/PM 14:56 2.56 PM #?/? 1.25 1 1/4 #?/8 1.25 1 2/8 ALT+0163 #.## 250.45 £ 250.45 #.##% .08 2.8 8% 280% $* #,##0.00;$* -#,##0.00 5632.567 -12.34 $ 5,632.57 $ -12.34 0*- 250.45 250.45---- *-0 250.45 ----250.45 000-00-0000 345126789 345-12-6789 0.00E+00 10000 1.00E+04 ##0.0E+0 10000 10.0E+03 0.00E+00 0.0001 1.00E-04 ##0.0E-0 0.0001 100.0E-6 0.0E-00 0.0001 1.0E-04 © 2012 MicroStrategy, Inc. Advanced Reporting Guide Designing Reports 8 Understanding how formatting impacts report display Every report contains several different formatting layers, allowing you to retain control of how a report looks when it is pivoted or manipulated. You can ensure that the formatting continues to highlight the information that needs attention. There are two basic formatting layers—zones and grid units. Examples of zones are the rows headers and metric values of a report, while grid units are the values of a particular attribute or metric. The other formatting layers, such as thresholds and subtotals, can be thought of as extensions of these two basic types. Zone formatting The following diagram illustrates the basic formatting zones of a report. Each zone is formatted differently so that you can easily distinguish among them. When data is manipulated in a report that is formatted by zone, the new location of the object determines what formatting is applied to it. For example, if you pivot Region from rows to columns in the preceding example, the background of the text changes from light grey to dark grey. It is now part © 2012 MicroStrategy, Inc. Formatting a report 351 8 Designing Reports Advanced Reporting Guide of the column header, as shown below. The formatting of a zone does not move with the data. Grid unit formatting Grid units are the individual attributes, metrics, and consolidations that make up a report. Unlike zone formatting, grid unit formatting is attached to the object and moves with it when the object is pivoted. For example, the following report is the same as the previous examples, except that Region has been formatted, at the unit level. The header, that is, Region, is now black on light grey and the values (Northeast and Mid-Atlantic) are now black on white. 352 Formatting a report © 2012 MicroStrategy, Inc. Advanced Reporting Guide Designing Reports 8 When Region is pivoted to the column area, as in the zone formatting example, the formatting accompanies the attribute. Compare the following example with the pivot example in Zone formatting, page 351. Formatting subtotals Subtotal formatting can be applied to either zone or grid unit formatting. If the formatting is applied at the zone level, the formatting stays with that zone. If the formatting is applied at the grid unit level, when the unit is pivoted, the formatting moves with the unit. In the following example, notice that the row subtotal formatting overwrites the column subtotal formatting. © 2012 MicroStrategy, Inc. Formatting a report 353 8 Designing Reports Advanced Reporting Guide Formatting thresholds Thresholds allow conditional formatting for metric values. It is similar to unit formatting because it is data-driven. For example, the following report has a threshold set for revenue less than $400,000. Besides the basic formatting options such as font and alignment, the cell contents can be replaced with any of the following when the condition is met: • Replacement text, which is text, such as Good Sales • A replacement image. The destination of the image can be set using any of the following: A path relative to the HTML Document directory, that is, a relative path from the document directory where the image is stored (for example, images\img.jpg) A path on the network, that is, a path on the local area network, which is in a UNC format (\\machine_name\shared_folder\img.jpg) A URL to an image file (http://www.microstrategy.com/ images/img.jpg) An absolute path (c:\images\img.jpg) Note the following: • If you specify the location of the image as a directory rather than a URL, you must confirm that you can access the directory over Web and Desktop. If not, the image will not be displayed because it will not be available over the network. This problem of network access can be avoided by referencing a URL. • If you specify the location of the threshold image in UNC format, you cannot view threshold images when you view the report in PDF format. This is because the Internet user account does not have permissions to a file on the network. Similarly, when Intelligence Server is running on a system account, it does not have access to XSLs and HTML template files if the document 354 Formatting a report © 2012 MicroStrategy, Inc. Advanced Reporting Guide 8 Designing Reports directory is in a UNC format. In such cases you cannot view threshold images when you view a report in PDF format. • A symbol chosen from a pre-defined list. In Web, these symbols are represented by an image file resembling the symbol used in Desktop. For steps to format thresholds and alerts, click Help. Thresholds can be applied to graph reports, as well. Only background formatting is displayed, on the series of certain graph types and on the data markers of other graph types. For a list of graph types, examples, and a procedure to enable the threshold display on a graph report, see Displaying thresholds on graph reports, page 477. Formatting consolidations and custom groups For an introduction to custom groups and consolidations, see Chapter 5, Custom Groups and Consolidations. Formatting of consolidations and custom groups is also similar to grid unit formatting. They are both groupings of attribute elements, allowing you to qualify a report on a row-by-row basis. For custom groups, an element can be expanded into individual items. When this occurs, you can also format the item’s headers and values. Consolidation and custom group formatting is performed in the Consolidation Editor and the Custom Group Editor. You can also format consolidations as a grid unit in the Report Editor, as described in Grid unit formatting, page 352. The grid unit formatting takes precedence over the consolidation/custom group formatting. The interaction between the different formatting types is explained in Order of layers below. Order of layers With the different types of formatting, it is important that the interaction between them is clearly defined so that display and order of processing is correct. Each succeeding layer overwrites the formatting of all its preceding layers, as shown below. This section provides a list of all formatting types, as well as a table of each type of formatting and what formatting it overwrites. © 2012 MicroStrategy, Inc. Formatting a report 355 8 Designing Reports Advanced Reporting Guide The Basic Report, shown below, contains the Revenue metric. Use the Metric Editor to change the metric header to a bold, 12-point font. Wherever this metric is used, this header font is applied. Execute the report. The Revenue metric header appears the same as the other metric headers, because other formatting layers already set in the report overwrite the metric level formatting. Italicize the column values and change the other font settings to default. Change the Revenue metric header to a white font. Since the Format menu in the Report Editor is used for this change, the new format applies to the current report only. The formatting dialogs for each are shown below. The completed report looks like the following: The final formatting for the Revenue metric header is a combination of the formats of the metric level header (set in the Report Editor), the column values, and the report metric. 356 Formatting a report © 2012 MicroStrategy, Inc. Advanced Reporting Guide 8 Designing Reports The following list describes all the formatting layers in the order that they are applied, starting with the first layer to be applied: 1 Metric specifies a format for the particular metric, regardless of the report it is on. This formatting, which can be applied to headers and values, is performed in the Metric Editor. Metric level formatting is overwritten by axis and all metrics formatting. Setting those layers to default allows the metric level formatting to display. To format metric values at the metric level, the all metrics values formatting must be default. To use it for metric headers, set the axis headers formatting to default. 2 Axis formatting affects all the units of the axis. This zone formatting is overwritten by grid unit formatting. The axis formatting layers are located under the Rows and Columns options on the Format menu. 3 Metrics label formatting applies to the text “Metrics” that is displayed on the report. It is based on the axis header formatting. For example, if the metrics are displayed on the columns of the report, then the formatting for column headers is applied to the label “Metrics”. 4 All metrics formatting has two options: • All metrics headers formats the metric names. It overwrites the axis formatting. • All metrics values formats the data zone, or where the metric values are displayed. It overwrites metric level formatting. The Format menu contains the All Metrics option. 5 Report metric formats an individual metric on a particular report. It does not change the formatting of the metric in other reports. Report metric formatting overwrites metric level and all metrics formatting. To format a metric at the report level, select the metric on the Format menu. 6 Grid unit allows you to format an individual report item, such as an attribute. It overwrites axis formatting. Every grid unit is listed on the Format menu. 7 Banding enables row or column grouping by color to enhance readability. Banding formats are applied before subtotal formatting to allow subtotals to take priority. Select Grid, then Options to create banding. © 2012 MicroStrategy, Inc. Formatting a report 357 8 Designing Reports Advanced Reporting Guide 8 Column subtotals formatting is overwritten by row subtotals when column and row subtotals intersect. Subtotal formatting can be applied as either zone or grid unit formatting: • In grid unit formatting, the formatting moves with the subtotals. Every grid unit is listed on the Format menu. • In zone formatting, formatting is based on location. To format subtotals as a zone, select Columns from the Format menu, then choose Subtotal Headers or Values in the drop-down menu. The subtotal headers lie on the values zone. Formatting is applied on subtotal headers in the following order, starting with the first layer to be applied: a Axis values b Axis subtotal header c Template unit values d Template unit subtotal header 9 Row subtotals formatting takes precedence over column subtotals when the two intersect. As with column subtotals, it can be applied as either zone or grid unit formatting. The subtotal headers lie on the values zone. Formatting is applied on subtotal headers in the following order, starting with the first layer to be applied: a Axis values b Axis subtotal header c Template unit values d Template unit subtotal header 10 Custom group formatting allows you to format each custom group element differently, independent of the report format. Set this format in the Custom Group Editor. 11 Consolidation elements can also be formatted individually. This formatting applies to any report the consolidation is placed on. To format a consolidation, use the Consolidation Editor. 358 Formatting a report © 2012 MicroStrategy, Inc. Advanced Reporting Guide 8 Designing Reports 12 Report border creates a border around the whole report. set a report border, right-click the report but not a report Toobject. Select Formatting, then Grid Borders. 13 Threshold is the last layer applied so it overwrites all other layers. The following table contains a matrix of each formatting layer and the layers that overwrite it. This layer... Is overwritten by these layers... Metric object - headers Axis headers, grid unit headers, all metrics headers, report metric headers, column subtotal headers, row subtotal headers Metric object - values Axis values, grid unit values, all metrics values, report metric values, banding, column subtotal values, row subtotal values, custom group values, consolidation values, thresholds Axis - headers Grid unit headers, all metrics headers, report metric headers, column subtotal headers, row subtotal headers Axis - values Grid unit values, all metrics values, report metric values, banding, column subtotal values, row subtotal values, custom group values, consolidation values, thresholds All metrics - headers Report metric headers, either the column subtotal headers (if the metrics are in the columns) or row subtotal headers (if the metrics are in the rows) All metrics - values Report metric values, banding, column subtotals, row subtotals, custom group values, consolidation values, thresholds Report metric Banding, column subtotals, row subtotals, custom group values, consolidation values, thresholds Grid unit - headers Column subtotal headers, row subtotal headers Grid unit - values Banding, column subtotal values, row subtotal values, custom group values, consolidation values, thresholds Banding Column subtotals, row subtotals, custom group values, consolidation values, thresholds Column subtotals Row subtotals, thresholds Row subtotals Custom group values, consolidation values, thresholds Report border None Custom group - headers Consolidation headers, thresholds Custom group - values Consolidation values, thresholds Custom group child headers Consolidation headers, thresholds © 2012 MicroStrategy, Inc. Formatting a report 359 8 Designing Reports Advanced Reporting Guide This layer... Is overwritten by these layers... Custom group child values Consolidation values, thresholds Consolidation - headers None Consolidation - values Thresholds Thresholds None Order of layers for metric headers displayed under the parent subtotal headers The metric headers on a report may be displayed under the parent subtotal header (the parent subtotal is the attribute). For example, if both the attributes and the metrics are placed in the columns, the metric is displayed below the attribute subtotal, as shown below: If both the attributes and the metrics are placed in the rows, the metric is displayed to the right of the attribute subtotal, as shown below: When the metric headers are displayed under the parent subtotal header, the formatting is applied to the metric header in the following order: 1 Grid unit formatting of the template unit object for its parent subtotal element, with all regular rules for grid formatting applied 2 Metric header 3 Column or row subtotal formatting 360 Formatting a report © 2012 MicroStrategy, Inc. Advanced Reporting Guide Designing Reports 8 Therefore, the metric header formatting in the subtotal column or row is inherited from the parent subtotal header formatting only if the subtotal formatting is not set to default. For example, the Year subtotal header and values have been formatted to display white text on a black background, as shown below. The metric header (the word Profit) in the subtotal column is formatted the same as the Year subtotal header. If the Year subtotal header formatting is set to default instead, then the metric header formatting in the subtotal column is inherited from the metric header. This is shown below, where the Year subtotal header and metric header are displayed in blue text on a grey background, just as the other headers are. The same formatting order applies when the report contains the attributes and the metrics in the rows. When the subtotal header formatting is set to default, then the metric header formatting is inherited from the metric header. In the example below, the metric header is italicized, but the subtotal header is set to default. Thus the metric header in the subtotal row (the word Profit in the Total row) inherits the formatting from the metric header and is italicized. Change the formatting of the Year subtotal header to bold text. The metric header in the subtotal row (the word Profit in the Total row) now displays in © 2012 MicroStrategy, Inc. Formatting a report 361 8 Designing Reports Advanced Reporting Guide a bold italicized font. The italics are inherited from the metric header, since all the font options of the subtotal header are set to default. Autostyles: Report formatting styles Autostyles provide predefined formatting styles, allowing you to standardize formatting among reports. Each autostyle is a collection of all the formatting layers, allowing you to format the different report sections. However, not every layer must be configured to create an autostyle. Default formatting values are supplied by the guiprop.pds file. For more information on defaults, see Appendix B, Formatting Default Values. Each formatting layer contains all the formatting properties: • Font • Alignment • Border • Pattern cannot display patterns as the background of a cell. Therefore, HTML the patterns do not display in Web reports. Notice that autostyles do not include number formatting. Numbers are usually formatted at a different level, such as the metric level. Retaining the report-level format allows your selected number format to remain. Preconfigured autostyles are included in Desktop and MicroStrategy Web, but you can create your own as well. If you do, design at the lowest layer possible, not at the grid unit level. If a formatted grid unit does not appear on a report, that formatting also does not appear on the report. To deploy your own autostyles to users, place them in the Autostyles folder under the Public Objects folder. Other Desktop and Web users on the system can apply any autostyle saved in that location. an autostyle is placed in the folder, Web users must log out and After then log in to refresh the autostyles list. 362 Formatting a report © 2012 MicroStrategy, Inc. Advanced Reporting Guide Designing Reports 8 Find and replace report, template, and metric formatting Find and replace allows you to globally change reports, templates, and metric formatting. You can replace autostyles, Report Data Options, metric formatting, and graph fonts for a set of reports, templates, and metrics. This feature is helpful when a report design changes. For example, suppose the formatting of all your inventory reports must be changed. Create a new autostyle with the changes, search for only inventory reports, and substitute the new autostyle. Find and replace autostyles allows you to quickly switch the formatting of the selected reports. The feature also is useful when standardizing the appearance of a set of metrics across the project. However, changes to metric formatting do not overwrite the format of such metrics set by individual reports or templates. For detailed instructions and a description of the Find and Replace interface, click Help. Note the following: • Before you can use the Find and Replace interface, you must have the Use Find and Replace privilege. For more information on privileges, see the MicroStrategy Supplemental Reference for System Administration. • Replacing autostyles or Report Data Options invalidates the report caches. A new cache is created when the report is run for the first time after the replacement. • A report (or template) records the ID of the style when the style is applied, but it is possible that the style was changed after it was applied. In this case, the report is using the Custom style because the definition has changed. When Find and Replace is run, the report using the target autostyle, even if it has been changed and is displayed in the Report Editor as Custom, will be updated with the new autostyle. Determining which attribute elements are displayed: Attribute joins For business attribute data, the most common types of joins are inner joins and outer joins. An inner join includes in the data calculation only the data © 2012 MicroStrategy, Inc. Determining which attribute elements are displayed: Attribute joins 363 8 Designing Reports Advanced Reporting Guide common to all the attribute elements in the join, while an outer join includes all of the data in all of the attribute elements. the details of attribute joins requires that you have a Understanding basic understanding of SQL and of the tables in your data warehouse. You can create an outer join on data coming from your data warehouse tables, for certain attributes on a report. You can also choose how the data warehouse table and final SQL pass result table are joined, and then determine the type of join, inner or outer, between specific attributes. The image below shows the attribute join type setting in the Report Data Options dialog box. Each option is described with an example in the next section, Understanding attribute join options, page 364. Understanding attribute join options Each attribute join option affects what attribute elements are displayed on the report. You can display only those attribute elements that appear in the related lookup and fact tables in your data warehouse; or you can display all attribute elements that exist in the lookup tables in your data warehouse, whether or not there is corresponding data in the related fact tables. A detailed description of each attribute join option is provided in this section. 364 Determining which attribute elements are displayed: Attribute joins © 2012 MicroStrategy, Inc. Advanced Reporting Guide 8 Designing Reports Examples for each attribute join type are also provided. The examples are based on the following simple example data in a sample data warehouse. Store table (lookup table) Store ID Store Name 1 East 2 Central 3 South 6 North Sales table (fact table) Store ID Year Dollar Sales 1 2005 1000 2 2005 2000 3 2005 5000 1 2006 4000 2 2006 6000 3 2006 7000 4 2006 3000 5 2006 1500 The Sales table has data for Store IDs 4 and 5, but the Store table does not have any entry for these two stores. Notice that the North Store (Store ID 6) does not have any entries in the Sales table. This sample data is used in the examples below to show how the attribute join options work. For example, your report contains the attribute Store and a Sales metric defined as Sum(Sales), which is the sum of the data in the Sales fact table. In your data warehouse, it is possible that a store does not have any sales at all. However, you want to show all store names in the final report, even the names of those stores that do not have sales. To do this, you cannot rely on the stores in the sales fact table. Instead, you must make sure that all the stores from the lookup table are included in the final report. In SQL terms, the SQL Engine must perform a left outer join from the lookup table to the fact table. © 2012 MicroStrategy, Inc. Determining which attribute elements are displayed: Attribute joins 365 8 Designing Reports Advanced Reporting Guide Option 1: Preserve common elements of lookup and final pass result table This attribute join option is the default setting. It causes the SQL Engine to calculate for only the attribute elements that exist in both the lookup and fact tables. This option lets you display only those attribute elements that are common to the lookup tables and the fact tables in your data warehouse. cannot change the join types of individual attributes on the report You with this option. The attributes and their join types are displayed for information only. Option 2: Preserve lookup table elements joined to final pass result table based on fact table keys This attribute join option causes the SQL Engine to calculate for only the attribute elements that are joined to the fact table based on fact table keys. Sometimes the level of the fact table is not the same as the level of the report. For example, a report contains the attributes Store and Month and the Sales metric which is based on the Sales fact table. The report level is Store and Month, but the fact table level is Store, Day, and Item. Different methods to keep all the store and month attribute elements so they are displayed on the report are described below: • Perform a left outer join first to keep all attribute elements at the Store, Day, and Item level, then aggregate the data to the Store and Month level. • Perform the data aggregation first, then perform a left outer join to bring in all attribute elements. This attribute join option uses the first approach. Working with the example above, the SQL Engine makes two SQL passes: • Pass 1: LOOKUP_STORE cross join LOOKUP_DAY cross join LOOKUP_ITEM; inserted into temporary table TT1 • Pass 2: TT1 left outer join Fact_Table on (store, day, item) The advantage of this approach is that you can perform a left outer join and aggregation in the same pass (pass 2). The disadvantage is that because you perform a Cartesian join with the lookup tables at a much lower level (pass 1), the result of the Cartesian joined table (TT1) can be very large. Option 3: Preserve lookup table elements joined to final pass result table based on template attributes without filter 366 Determining which attribute elements are displayed: Attribute joins © 2012 MicroStrategy, Inc. Advanced Reporting Guide Designing Reports 8 This attribute join option causes the SQL Engine to calculate for all attribute elements and ignores all related filtering conditions. Sometimes the level of the fact table is not the same as the level of the report. For example, a report contains the attributes Store and Month and the Sales metric which is based on the Sales fact table. The report level is Store and Month, but the fact table level is Store, Day, and Item. Different methods to keep all the store and month attribute elements so they are displayed on the report are described below: • Perform a left outer join first to keep all attribute elements at the Store, Day, and Item level, then aggregate the data to the Store and Month level. • Perform the data aggregation first, then perform a left outer join to bring in all attribute elements. This attribute join option uses the second approach. The SQL Engine makes three SQL passes: • Pass 1: Aggregate the Fact_Table to TT1 at Store and Month. This is actually the final pass of a normal report when this option is not enabled. • Pass 2: LOOKUP_STORE cross join LOOKUP_MONTH; inserted into temporary table TT2 • Pass 3: TT2 left outer join TT1 on (store, month) This approach requires one more pass than the previous option, but the cross join table (TT2) is usually smaller. Option 4: Preserve lookup table elements joined to final pass result table based on template attributes with filter This attribute join option causes the SQL Engine to calculate for all attribute elements and applies all related filtering conditions. This attribute join option is similar to Option 3. The only difference is that the report filter is applied in the final pass (Pass 3). For example, a report contains Store, Month, and Sum(Sales) with a filter of Year = 2005. You want to display every store in every month in 2005, regardless of whether there are sales. However, you do not want to show any months from other years, but only the 12 months in the year 2005. This attribute join option provides this data. © 2012 MicroStrategy, Inc. Determining which attribute elements are displayed: Attribute joins 367 8 Designing Reports Advanced Reporting Guide Selecting an attribute join option You can determine attribute join types in the following ways: • Use a VLDB property setting to determine attribute join types for a given database instance, report, or report template. See details about the Preserve All Lookup Table Elements VLDB property in Preserve All Lookup Table Elements, page 879. • Use the Report Data Options dialog box to individually select attributes on the template that need to display attribute elements. When you change the default attribute join type setting to Option 2, 3, or 4 as described above, it is assumed that you want to keep ALL elements of the attributes in their lookup tables. However, sometimes you want such a setting to affect only some of the attributes on a report. For example, for a report containing Store, Month, and Sum(Sales), you may want to show all the store names, even though they have no sales, but not necessarily all the months in the LOOKUP_MONTH table. To do this, use the Report Data options dialog box as described in the procedure below. four attribute join options available in the Report Data Options The dialog box are the same as those in the VLDB Properties dialog box. The system reads them from the same location. To view and change attribute join types 1 Open a grid report. 2 From the Data menu, select Report Data Options. The Report Data Options dialog box opens. 3 Under Categories, expand Calculations, and then select Attribute Join Type. The Calculations - Attribute Join Type appears on the right side of the interface. This subcategory lists all attributes on the report, along with each attribute’s join type, as shown in the image on page 364. you have a long list of attributes, you can sort them by attribute Ifname or by join type, by clicking the Attribute or Join Type column headers. 4 Depending on your goals for joining attribute data, select one of the following options. Details and examples for each option are provided in Understanding attribute join options, page 364. 368 Determining which attribute elements are displayed: Attribute joins © 2012 MicroStrategy, Inc. Advanced Reporting Guide Designing Reports 8 • Preserve common elements of lookup and final pass result table: (Default setting) This option causes the SQL Engine to calculate for only the attribute elements that exist in both the lookup and fact tables. This option lets you display all attribute elements that exist in the lookup tables in your data warehouse, whether or not there is a corresponding fact value in the data warehouse. You cannot change the join types of individual attributes with this option. The attributes and their join types are displayed for information only. • Preserve lookup table elements joined to final pass result table based on fact table keys: This option causes the SQL Engine to calculate for only the elements that are joined to the fact table based on fact table keys. • Preserve lookup table elements joined to final pass result table based on template attributes without filter: This option causes the SQL Engine to calculate for all attribute elements and ignores all related filtering conditions. • Preserve lookup table elements joined to final pass result table based on template attributes with filter: This option causes the SQL Engine to calculate for all attribute elements and applies all related filtering conditions. 5 You can change the join type of a specific attribute, if you select any of the Preserve lookup table elements options. In the Join Type settings table, click the Join Type for the attribute and select the join type from the drop-down list. The join type options are: • Default: This option sets the attribute to use the join type set for that individual attribute using the Attribute Editor. If a join type was not set at the attribute level, the attribute uses the join type set at the project level. • Inner: This option displays only the attribute elements common to all data warehouse tables from which data is being gathered for this attribute. • Outer: This option displays all of the attribute elements from all data warehouse tables from which data is being gathered for this attribute. the report contains an object prompt on the report grid, the Ifreport's attributes are not yet defined and therefore cannot be displayed in the Join Type settings table. To assign join properties to the attributes included in the object prompt, see Join Type settings for an object prompt, page 370. © 2012 MicroStrategy, Inc. Determining which attribute elements are displayed: Attribute joins 369 8 Designing Reports Advanced Reporting Guide 6 When you are finished making changes, click OK. The report is re-executed against your data warehouse, and the newly calculated results are displayed. Join Type settings for an object prompt If a report contains an object prompt on the report grid, the report's attributes are not yet defined and therefore cannot be displayed in the Join Type settings table. You can assign join properties to the attributes included in the object prompt by answering the prompt in SQL View. This adds the attributes to the report, so that you can assign join type settings. For example, the following report contains an object prompt, called Choose Attributes, on the rows: When you access the Report Data Options dialog box to select join types for the attributes, no attributes are available for modification, since no attributes have not been added to the report. Running the report in SQL View and answering the prompt with all the available attributes adds them to the report. Now when you access the Report Data Options dialog box, all the attributes are displayed and available for modification. When you save the report as a prompted report, the user can select his own answers to the prompt and populate the report as he wants. The attribute join types that you assigned are saved and used. To assign attribute join types to attributes in an object prompt 1 View the SQL of the report, by selecting SQL View from the View menu. The prompt is displayed, without executing the report. the Report Data Options dialog box is still displayed, click OK to Ifreturn to the report, and then change the report view. 2 Choose all of the attributes that are available in the prompt. 3 Click Finish. 370 Determining which attribute elements are displayed: Attribute joins © 2012 MicroStrategy, Inc. Advanced Reporting Guide Designing Reports 8 4 From the View menu, select Design View. Notice that all the attributes are included in the report. 5 You can use the Report Data Options dialog box to assign join types for every attribute, as described in To view and change attribute join types, page 368. 6 Save the report as prompted, rather than static. When the report is re-executed, the prompt is displayed so that the user can select his own prompt answers. Each attribute that is selected uses the specified join setting. Evaluation order of objects on reports The order in which data is calculated affects the report dataset. By using evaluation order settings, you can control the order in which compound smart metrics, consolidations, derived metrics, derived elements, report limits, and subtotals are calculated and resolved for a given report. Evaluation order is the order in which different kinds of calculations are performed by the Analytical Engine. The following simple example illustrates how evaluation order can influence the report dataset. States Consolidation Revenue Cost Revenue/Cost New York $15 $10 1.5 Virginia $20 $15 1.33 New York + Virginia $35 $25 X In the above example, two calculations are involved, the States Consolidation and the compound smart metric Revenue/Cost. The following conditions apply: • If the States Consolidation is calculated first, X represents the Revenue/ Cost value of the last row, and the result is 35/25 or 1.4. • If Revenue/Cost is calculated first, X represents the Revenue/Cost value of the last column, and the result is 1.5 + 1.33 or 2.83. © 2012 MicroStrategy, Inc. Evaluation order of objects on reports 371 8 Designing Reports Advanced Reporting Guide By default, the compound smart metric is evaluated before the consolidation, yielding a result of 2.83. The next section, Default evaluation order, page 372, provides more detail. Default evaluation order The default order of calculation is as follows: 1 Compound smart metrics 2 Consolidations, which are evaluated by their relative position on the report template: Rows, from left to right Columns, from top to bottom examples of how evaluation order affects consolidations, see For the following: • Evaluation order, page 247, discusses multiple consolidations on a single report. • Consolidation and view evaluation order example, page 378, demonstrates the interaction of a consolidation, subtotals, and the view definition with the evaluation order. 3 Report limits 4 Subtotals Compound metrics that are not the direct aggregations of other metrics can be used in the evaluation order by setting the Allow Smart Metrics option of the Metric Editor to Yes. and sorting are determined last, to arrange the positions of Page-by the calculation results. Their evaluation order cannot be changed. Defining an evaluation order You can specify the evaluation order by assigning a calculation a positive number to indicate the order in which it is to be calculated. When handling calculations, MicroStrategy first performs those to which default rules of order apply, then those that have been assigned a number. Use the Report 372 Evaluation order of objects on reports © 2012 MicroStrategy, Inc. Advanced Reporting Guide 8 Designing Reports Data Options dialog box to specify the evaluation order. The setting is found under Calculations, then Evaluation Order. The default evaluation order described in Default evaluation order, page 372 permits you to reorder consolidations only. Disabling this setting allows you to alter the evaluation order for the following objects: • Compound smart metrics • Consolidations • Derived metrics • Derived elements • Metric limits • Subtotals metric that has not been identified as smart cannot be Apartcompound of a specified evaluation order; it is always calculated first, as discussed in Default evaluation order, page 372. Evaluation order in data definition and view definition The dataset evaluation order settings control the order of evaluation for consolidations, report limits, compound smart metrics, and subtotals. Once the view definition becomes different from the data definition, the View evaluation order is activated in the Report Data Options: Evaluation Order dialog box. It becomes available when: • Objects are on the Report Objects but not on the grid • A view filter is defined • A derived metric is used actions must include or affect objects on which you can set the These evaluation order. For example, a consolidation on the Report Objects but not on the grid will activate the View evaluation order. Since a derived metric is, by definition, a compound smart metric, it always activates the View evaluation order. A separate view order is necessary because any manipulation of the view that does not change the SQL is performed after the base report is completed. Therefore, objects in the Dataset evaluation order settings are evaluated first, © 2012 MicroStrategy, Inc. Evaluation order of objects on reports 373 8 Designing Reports Advanced Reporting Guide and then those in the View evaluation order are evaluated. The following table describes where objects are evaluated. Object Evaluation Order Consolidation Dataset Derived metric View Derived element View Report limit Dataset Compound smart metric Dataset or View: • Set automatically to View • Can be changed manually Subtotals View Dataset vs. view evaluation order example Consider the following report, where Revenue Rank is a smart metric ranking the Revenue metric. (To create this metric, apply the rank function to the Revenue metric. On the Subtotals/Aggregation tab of the Metric Editor, select the Allow Smart Metric check box. For more details, see the Desktop Help.) Eight rows of data are returned. To restrict the report, create a metric limit of Revenue greater than $3,000,000, as described below. To create a metric limit 1 From the Data menu, choose Report Data Options. The Report Data Options dialog box opens. 374 Evaluation order of objects on reports © 2012 MicroStrategy, Inc. Advanced Reporting Guide Designing Reports 8 2 Under Categories, expand Calculations and then select Report Limit. Calculations – Report Limit appears on the right-hand side of the dialog box. 3 Click Modify. The Report Limit Editor opens. 4 Double-click in the Limit Definition area of the editor. The Report Limit Qualification dialog box opens. 5 In the Metric box, type Revenue and click OK. 6 Select the Revenue metric from the list and click OK. 7 In the Function box, select Metric Value. 8 From the Operator box, select Greater than. 9 From the Value box, select Value. 10 Type 3000000 in the field. 11 Click OK. You are returned to the Report Limit Editor. 12 Click Save and Close. You are returned to the Report Data Options dialog box. 13 Click OK. You are returned to the Report Editor. Only those regions with a Revenue greater than $3,000,000 appear on the report. Only six rows of data are displayed, as shown below: The values for Revenue and Revenue Rank have not changed, only the amount of data that is displayed has. By default, Revenue Rank, as a smart metric, is calculated before the metric limit. The metric limit then removes the regions with the lowest revenue, which have the Revenue Rank of 1 and 2. © 2012 MicroStrategy, Inc. Evaluation order of objects on reports 375 8 Designing Reports Advanced Reporting Guide Next, create a derived metric, which causes the report view to differ from the dataset. To create a derived metric 1 Select New Metric from the Insert menu. The Input Metric Formula dialog box opens. 2 Double-click Revenue in the list of Report Objects. It appears in the metric definition on the right. 3 Type /2, which also appears in the metric definition. 4 By default, the name of the derived metric is New Metric. Change it by typing Revenue/2 over New Metric in the text field above the toolbar. 5 Click OK to return to the report. 6 Format the derived metric: a From the Format menu, point to Revenue/2, then select Values. The Format Cells dialog box opens. b On the Number tab, select Currency in the Category list. c Set Decimal Places to 0 (zero). d Click OK to return to the report. The report results are displayed below. Notice that Revenue Rank is no longer missing 1 and 2, but is instead calculated based only on the six rows displayed. This results in a ranking from 1-6, instead of 3-8. Once a derived metric is added to a report, the view evaluation order is activated. As a smart metric, the Revenue Rank metric is automatically moved to the view evaluation order, while the metric limit stays in the 376 Evaluation order of objects on reports © 2012 MicroStrategy, Inc. Advanced Reporting Guide 8 Designing Reports dataset. Recall that, by default, objects in the view are calculated after objects in the dataset are computed. You can specify whether compound smart metrics are evaluated in the dataset or the view definition. For instance, in this example, you can force Revenue Rank to be calculated before the metric limit, to include all the regions, even those no longer displayed on the report, in the ranking. To move a compound smart metric from the view to the dataset evaluation order 1 From the Data menu, choose Report Data Options. The Report Data Options dialog box opens. 2 Under Categories, expand Calculations and then select Evaluation Order. Calculations – Evaluation Order appears on the right side of the dialog box. 3 Clear the Use default evaluation order check box. Notice that both the Revenue Rank metric and the derived metric Revenue/2 are calculated in the view evaluation order (the metrics are displayed in the View evaluation order list). 4 Click Advanced. The Advanced dialog box opens. 5 Click in the Metric Calculation column of the Revenue Rank row, and select Evaluate in the dataset from the drop-down menu. 6 Click OK to return to the Evaluation Order dialog box. Revenue Rank is now displayed in the Dataset evaluation order list. 7 Click OK to return to the report. © 2012 MicroStrategy, Inc. Evaluation order of objects on reports 377 8 Designing Reports Advanced Reporting Guide As shown below, the range of Revenue Rank is now 3-8, because the metric includes all the regions, even if they are not displayed on the report. Consolidation and view evaluation order example following example demonstrates how the default evaluation order The and view evaluation order affect consolidations. For another example on consolidations, see Evaluation order, page 247. That example presents a report containing two consolidations but does not discuss the view evaluation order. You want to compare the revenues for the Years 2002 and 2003 by Category and Subcategory. First, create a consolidation called Years to calculate the difference. The consolidation elements are defined below. • 2002: Year = 2002 • 2003: Year = 2003 • Percentage Difference: (2002 - 2003) / 2003 378 Evaluation order of objects on reports © 2012 MicroStrategy, Inc. Advanced Reporting Guide 8 Designing Reports Build a report with Category and Subcategory as the rows. Place the Years consolidation and the Revenue metric on the columns, then enable subtotals. When you execute the report, the following is displayed. to space constraints, this report sample contains a report filter to Due include the Books and Electronics categories only. Notice that the Percentage Difference is calculated correctly for each Subcategory, as shown in the following example: ($7,849 - $6,136) = $1,713 / $6,136 = 27.92% The totals for the Revenue column are also correct. However, the totals for the Percentage Difference column are wrong: $33,229 - $30,992 = $2,237 / $30,992 = 7.22% The report calculates the Percentage Difference as 46.57%. The default evaluation order calculates the consolidation before the total. The total is determined by adding all the values in the column, and not by the correct method applicable here of calculating the formula [(2002 - 2003)/2003] across the rows. To calculate the total across the rows, change the evaluation order to calculate the total before the consolidation. instructions, see To move a compound smart metric from the For view to the dataset evaluation order, page 377. Set Total to 1 and Years to 2. © 2012 MicroStrategy, Inc. Evaluation order of objects on reports 379 8 Designing Reports Advanced Reporting Guide The report is redisplayed as shown below: While this solution works for this particular instance of the report, what happens when you move Subcategory to the Report Objects? You cannot do it because you receive an error that the manipulation is incompatible with the evaluation order settings. Moving Subcategory to the Report Objects activates the view evaluation order. When this occurs, the Years consolidation stays in the dataset evaluation order and the subtotals move to the view evaluation order. Since the dataset is evaluated before the view, the consolidation is calculated before the subtotals. However, you set the subtotals to be calculated first, to produce the correct results for the report. This conflict causes error. To produce the correct results, you must either delete Subcategory from the report completely (that is, not move it to the Report Objects) or create a second report without Subcategory. Adding features for users You can provide several report manipulation capabilities for report analyst, by either enabling the features or creating and adding capabilities to an existing report. These options provide an interactive reporting experience to your users. Once your report is created, execute and look at your new report to be sure it is visually pleasing, and that users can achieve the analysis workflows that are meaningful to them. 380 Adding features for users © 2012 MicroStrategy, Inc. Advanced Reporting Guide 8 Designing Reports Analysts can apply a number of formatting characteristics to a report that they have executed. However, the report’s designer can apply a broader range of formatting options to a report so that users can more effectively understand the data displayed on the report, or to simply achieve a more pleasing and easy-to-read look. You can format the “No data returned” message that appears in a report or document when no data is returned from your data warehouse. For steps, see the Report Services Document Creation Guide. For steps to add features for users, see the Basic Reporting Guide. Deploying reports to a user community Report design allows you to set up a controlled, user-friendly environment for data analysts or for other report creators, who build reports from existing, predesigned reports. Analysts and report creators can customize these reports with the wide range of powerful reporting functionality that report designers can make available. User task progression for analyzing and creating reports The goal of project development is to unburden the report designer and the project administrator from participating in every report, by empowering users to find answers to their business questions independently. They are enabled to extract more meaning from the data and to work independently, rather than just view static report data. user categorizations in this section are based on the user The privileges assigned in MicroStrategy. At the beginning of a project, simple, non-interactive reports are set up by the report designer. Novice users such as data analysts execute the reports and view the data. Users who do not need or desire more complex analyses continue to run these types of reports throughout the life of the project. An example is a simple grid containing Region, Employee, and Revenue. The first advance in project development is the addition of some user interaction to the reports, such as prompts, drilling, and simple formatting. Defining drill paths allows a report designer to control the information an analyst or report creator can access, while providing options to explore and © 2012 MicroStrategy, Inc. Deploying reports to a user community 381 8 Designing Reports Advanced Reporting Guide analyze the data. Prompting also provides analysts and creators with choices, but only those choices that the report designer has deemed appropriate and relevant. In MicroStrategy Web, these privileges are granted to a Web Reporter, although a report designer must set up the prompts and drill maps to ensure that the data definition is constructed correctly. and prompting are described in more detail in previous Drilling chapters. The next step is the Web Analyst level, where robust report customization is allowed. These options include pivoting, Report Objects access, derived metric creation, and view filter modification. The features available through these privileges allow a user to customize a report to answer a business question and then save the new report. Reports can be designed with all objects in Report Objects and none on the grid. This provides a blank slate or foundation for report creators to customize and manipulate reports to suit their needs. Users who work with this type of report are Desktop Analysts. They cannot add or delete objects from the report but can alter what is viewed. In this step, report creators achieve independence from the report designers. Hence, they have the necessary tools to create customized reports in a safe environment where they are assured that the data makes sense and is relevant. Finally, Web Professionals have increased access to all the objects in the project. They can enter the Design View to add and delete Report Objects, and create report filters. Report creation ends here, and report definition begins, because Web Professionals can modify the data definition without oversight. What we have generically called a report designer in this chapter, is a combination of Web Professional and Desktop Designer. Desktop Designers develop new reports from scratch. They access various editors to create report components such as consolidations, custom groups, data marts, documents, drill maps, filters, metrics, prompts, and templates. 382 Deploying reports to a user community © 2012 MicroStrategy, Inc. Advanced Reporting Guide 8 Designing Reports The following diagram depicts the project progression in terms of the user types. As the project matures and the users’ experience increases, more advanced functionality is deployed to the user community. The Web Reporters begin with the simplest reports but as they become more comfortable with the product, they can become Web Analysts and Desktop Analysts, employing user interaction such as drilling and prompts. From the beginning, Desktop Designers and Web Professionals develop predesigned reports to deploy to less experienced users. Privileges The following table sums up the various privileges available in Desktop and Web. Not every user has to be granted all the privileges for a given role. For © 2012 MicroStrategy, Inc. Deploying reports to a user community 383 8 Designing Reports Advanced Reporting Guide example, a Web Reporter may be allowed to execute reports only, without prompt and drilling options. Web Reporter • Executes simple reports • Answers prompts • Drills on reports • Sorts • Switches page by Web Analyst Web Reporter privileges and: • Creates reports from object templates by: •Moving objects between the report grid and Report Objects; only objects on the report grid are displayed when the report is executed •Creating derived metrics •Modifying view filters • Pivots reports • Creates page by • Modifies subtotals • Simple graph formatting Web Professional Web Analyst privileges and: • Designs new reports from scratch • Adds and deletes Report Objects • Modifies report filters • Formats reports Desktop Analyst • Executes simple reports • Answers prompts • Drills on reports • Sorts using advanced options • Creates page by • Formats grid reports by: •Creating thresholds and banding •Formatting null values and blank cells •Renaming row and column headers •Hiding and displaying metric columns by moving them between the report grid and Report Objects •Formatting report borders •Creating and applying auto styles • Formats graph reports by: •Applying graph styles •Changing the color scheme •Moving and resizing graph objects •Creating thresholds • Creates reports from object templates by: •Moving objects between the report grid and Report Objects; only objects on the report grid are displayed when the report is executed •Creating derived metrics •Modifying view filters • Pivots reports Desktop Designer • Designs new reports from scratch • Creates report components such as: •Consolidations •Custom groups •Data marts •Drill maps •Filters •Metrics •Prompts •Templates • Formats rows, columns, and metrics on reports • Uses Find and Replace and project documentation • Modifies subtotals A full discussion of privileges is included in the MicroStrategy Supplemental Reference for System Administration. 384 Deploying reports to a user community © 2012 MicroStrategy, Inc. Advanced Reporting Guide 8 Designing Reports Predesigned reports There are different ways to design reports for deployment to the report creation environment. A single project can use any, all, or none of these types of reports: • Static reports • Prompted reports • Report Objects • Filter and template shortcuts A single report can use more than one of these types. For example, a prompted report can have filter and template shortcuts. Static reports Static reports are basically reports without prompts. These reports are useful for inexperienced users or for delivering data to answer a specific query in a specific format. Prompted reports Prompted reports allow user interaction during report execution. A prompted report requires some input to finish the report content. The report definitions are dynamic, changing with each query when the information in the prompt dialog box is altered by a user. Prompted reports can be as simple as choosing from a list of regions or as complicated as choosing all of the grid units and filtering conditions, such as the Report Builder and Report Wizard that are included in Desktop and Web. For more information on prompts in general, see Chapter 7, Advanced Prompts. you schedule a report that contains a prompt that must be Ifanswered, ensure that you provide a default answer to the prompt. Otherwise, the report cannot execute because the prompt cannot be answered. For more information, see Prompts in scheduled reports, page 276. For more information on scheduled reports in general, see the Automating Administrative Tasks chapter of the MicroStrategy System Administration Guide. © 2012 MicroStrategy, Inc. Deploying reports to a user community 385 8 Designing Reports Advanced Reporting Guide Report Objects You can design a report that contains all of the relevant attributes and metrics to answer a particular category of business question, such as marketing. The objects are not placed on the grid, but on Report Objects. This allows report creators to use only those objects necessary for their specific analysis. The reports can be customized but the report creators are prevented from using incorrect data or calculations. These reports are used as foundations for report creators to build their own reports. For details on this feature, see the OLAP Services Guide. Shortcuts to filters and templates An embedded filter is generated when a filter is created on the fly in a report or when a copy of an existing filter is added to a report. Changes made to an embedded filter affect only the report in which it is contained because the filter exists only within that report. In contrast, a shortcut to a filter stands alone as a filter and can be used in multiple reports. When the filter is changed, the changes are propagated to all other reports that contain a shortcut to the same filter. The difference between an embedded template and a shortcut to a template is similar to the difference between an embedded filter and a shortcut to a filter. An embedded template exists only within the context of a report, while a shortcut is linked to an existing template. The diagram below illustrates the difference between embedded objects and shortcuts. Separating the data definition of a report into a shortcut to an existing filter and a shortcut to an existing template helps make report deployment scalable and easily maintained. Details on shortcuts are included later in this chapter, in Shortcut to a filter, page 389 and Shortcut to a template, page 390. 386 Deploying reports to a user community © 2012 MicroStrategy, Inc. Advanced Reporting Guide Designing Reports 8 Deploying predesigned reports Choosing the type of predesigned reports to use is only one of the decisions a report designer makes when deploying reports. Other considerations are: • Predesigned report access • Object re-use • Caching • Privileges Privileges have already been discussed in the previous section. Accessing predesigned reports To deploy these reports to users, you simply place them in a certain folder so that other users can access them. Reports saved in the Reports folder under the Public Objects folder can be viewed by other users on the system. Desktop users can navigate to reports in the Public Objects\Reports folder and execute them by double-clicking them. A Web user can navigate to the Shared Reports section and run those reports by clicking them. You can also use the Reports folder under Object Templates to save reports that are frequently used to create new reports. They are displayed when a MicroStrategy Desktop user selects New, then Reports or a MicroStrategy Web user clicks Create New Reports. Object Templates folder, select Desktop Preferences TofromviewthetheTools menu. Click Browsing Options. Select Display Hidden Objects, and click OK until you are returned to the Desktop. For more information on object templates, see Object templates, page 395. Neither the deployment folders nor the reports are special, except that they are available for other users to access. For more information on deployment, see the MicroStrategy Project Design Guide. © 2012 MicroStrategy, Inc. Deploying reports to a user community 387 8 Designing Reports Advanced Reporting Guide Re-using objects Shortcuts to filters and templates promote object re-use and good object management. For example, a project can have 50 reports that are all based on the same filter. When that filter has to be changed, how it was created is important. If the filter was built as a standalone object and implemented as a shortcut in the reports, the filter can be changed, and the alteration is applied to all of the dependent reports. However, if each report uses its own embedded filter, then that change must be duplicated in each of the 50 reports. Preventing this kind of object explosion and maintenance overhead is the basic justification behind object re-use. Filters, of course, are not the only objects that can be re-used. Templates, metrics, custom groups, and consolidations are among the objects that can be recycled. When objects are used in multiple places, you can use the Search for Dependents tool to discover which objects contain them or other objects they contain. For example, you can search for all templates that contain the metric Profit or all metrics that are used by the template Store Sales. Caching In general, a cache holds recently accessed values to increase performance. Frequently-requested reports are often cached, providing faster execution because the cached reports do not have to access the data warehouse. For reports, the following caches are used: • The report cache contains pre-processed report data and is stored on disk. • Intelligent Cubes are similar to report caches in that they provide a set of data that reports can quickly retrieve without having to requery a data source. However, while report caches are created automatically, different techniques are required to create and administer Intelligent Cubes. Intelligent Cubes also allow reports to utilize various OLAP Services features. For an introduction to Intelligent Cubes, see Intelligent Cubes, page 322. Default settings for the report caches for all reports in a project are configured by your system administrator. You can override the default settings for specific reports using the Report Caching Options dialog box. For example, you may want to enable caching for a specific report, even if other reports in your system are not cached, because it puts a large load on the data 388 Deploying reports to a user community © 2012 MicroStrategy, Inc. Advanced Reporting Guide 8 Designing Reports warehouse. Or, you may want to disable caching for a specific report, even if other reports in your system are cached, because the data used in the report changes so often that the cached version of the report is rarely valid. You can also select a specific schedule for invalidating the cache. Invalidating a report cache indicates to Intelligence Server that this cache should not be used. For example, you can schedule the cache to be invalidated every time new data is loaded into the data warehouse. In this case, the first time the report is executed after the data load, a new cache is created, with the most up-to-date data. For detailed information about report caches, see the Caching chapter in the MicroStrategy System Administration Guide. To enable or disable caching for a specific report 1 In Desktop, open the report in the Report Editor. 2 From the Data menu, select Report caching options. The Report Caching Options dialog box opens. 3 Select whether to enable or disable caching of this report: • To enable caching for this report even if caching is disabled at the project level, select the option called Enabled: This report should be cached. • To disable caching for this report even if caching is enabled at the project level, select the option called Disabled: This report should not be cached. • To use the default project-level setting for caching, select the Use default project-level behavior option. This indicates that the caching settings configured at the project level in the Project Configuration editor apply to this specific report or document as well. 4 Click OK. The Report Caching Options dialog box closes and your changes are saved. Shortcut to a filter When you add a filter to a report, you can: © 2012 MicroStrategy, Inc. Deploying reports to a user community 389 8 Designing Reports Advanced Reporting Guide • Add it to the report filter. It is combined with any existing filters. • Replace the report filter with a copy of the filter. Changes that you make to the filter on the report are not propagated to the original filter, and vice versa. This is also called a local or embedded filter and is the same as creating a filter on the fly in the report. • Replace the report filter with a shortcut to the filter. Creating a shortcut to a filter allows you to use an existing filter on a report, taking advantage of the benefits of object re-use. Changes that you make to the filter on the report are propagated to the original filter, and vice versa. choose from these options, right-click on a filter in the Object ToBrowser. In the Report Filter pane of the Design view, if the filter’s name is displayed and a shortcut icon appears in the title bar, it is a shortcut to a filter. This type of filter is sometimes referred to as a linked filter. If you change the shortcut filter by, for example, removing an attribute, and then save the report, you can either create a local copy of the shortcut or retain the shortcut. If you create a copy, changes made to the filter in this report do not impact other reports. If you keep the shortcut, changes made to the filter in this report are propagated to all other reports that contain a shortcut to the same filter. An example of a shortcut to a filter is included in Shortcuts to a filter and a template example, page 391. Shortcut to a template A template defines the layout of general categories of information in a report. A template specifies the information to retrieve from the data warehouse and how it is displayed in the report grid. Information on the template includes metric default values, banding options, join type setting, and data sorting options. A template does not include filter information. You can create a stand-alone template in the Template Editor. Create a report-specific template using the Report Editor. type of template is sometimes referred to as a report template, to This distinguish it from object templates. For a description of object templates, see Object templates, page 395. A shortcut to a template, which is sometimes referred to as a linked template, functions similarly to a shortcut to a filter. 390 Deploying reports to a user community © 2012 MicroStrategy, Inc. Advanced Reporting Guide Designing Reports 8 When you add a template to a report, you can: • Replace the report template with a copy of the template. Changes that you make to the template are not propagated to the original template. This is also called a local template and is the same as creating a template on the fly in the report. • Replace the report template with a shortcut to the template. Creating a shortcut to a template allows you to use an existing template on a report. choose from these options, right-click on a template in the Object ToBrowser. In the Grid definition, if the template’s name is displayed and a shortcut icon appears in the title bar, it is a shortcut to a template. If you change the shortcut template by, for example, adding a metric to Report Objects, and then save the report, you can either create a local copy of the shortcut or retain the shortcut. If you create a copy, changes made to the template in this report do not impact other reports. If you keep the shortcut, changes made to the template data definition in this report are propagated to all other reports that contain a shortcut to the same template. In the example, all those reports display the new metric in Report Objects. For more details on how modifying a shortcut template affects reports that use it, see The impact of modifying templates, page 393. Shortcuts to a filter and a template example The following procedure creates a report using shortcuts to an existing filter and a template. The template places subcategories and revenue values by year on the report. The filter excludes April, May, and December from the metrics. When you are done, changes made to the shortcuts will impact other reports that use the same filter or template. To create a report with shortcuts to a filter and a template 1 On the File menu, point to New, and then select Report. The Report Editor opens. If the New Grid dialog box is displayed, click the Empty Report icon. If you do not want this dialog box to be shown in the future, select Don't show this dialog in the future. Click OK. For a full description of object © 2012 MicroStrategy, Inc. Deploying reports to a user community 391 8 Designing Reports Advanced Reporting Guide templates, including a list of the objects that can use object templates, see Object templates, page 395. 2 Right-click the Revenue Template and select Replace with shortcut to template. (Revenue Template is found in the MicroStrategy Platform Capabilities\Ad Hoc Reporting\ Component Objects folder.) 3 Right-click Month Filter in the same directory, and select Replace Report Filter with a shortcut to this filter. 4 From the File menu, select Save. The Save Report As dialog box opens. 5 Select the folder in which to save the report, then type the name of the new report. Click Save. The Advanced Save Options dialog box opens. 6 Select Retain the shortcut to the filter and Retain the shortcut to the template. You can select to remember these settings for the next time you save a report. 7 Click OK. When the report is executed, it looks like the following report sample. This report is saved as Shortcuts to Filter and Template. Now change the view definition of the report, which does not change either of the shortcuts. Move Year from the grid to Report Objects. Add a threshold 392 Deploying reports to a user community © 2012 MicroStrategy, Inc. Advanced Reporting Guide 8 Designing Reports of revenue greater than $1 million. Format the cell with bold font and 25% grey fill. The report is redisplayed as the following. report is saved as Shortcuts to Filter and Template with This Thresholds. This does not change the linked template, because the attribute is removed from the view only; it remains on the Report Objects. The revenue is now calculated for all time, except for April, May, and December, which are excluded from the metric by the filter. The impact of modifying templates Changes made to a shortcut filter in a report are propagated to all other reports that contain a shortcut to the same filter. If you create a local copy of the filter, changes made to the filter do not impact other reports. The effects of altering a template are more complex. For example, if a metric is removed from a template, the change can affect all, some, or none of the dependent reports. The reports can be adversely affected if, for example, the metric is removed from the template, but remains on the view template of the dependent report. It depends entirely on how the metric is included in the view definition of reports. The Template Dependency Validator allows you to conduct a quick impact analysis before saving any changes to a template. The tool helps prevent the view definition from breaking the report because the view is asking for an object that is no longer in the data definition since it was removed from the underlying template. By alerting you to a potential problem, you can resolve the issue before any reports are affected. For example, a report has a shortcut to a template, which contains Country, © 2012 MicroStrategy, Inc. Deploying reports to a user community 393 8 Designing Reports Advanced Reporting Guide Region, Metric 1, and Metric 2. The view filter is set to “Metric 1 > 20.” This is illustrated in the following diagram. Suppose Metric 1 is removed from the template but not from the report view. When the report is executed, an error occurs because the view filter can no longer be evaluated (Metric 1 no longer exists). When a template is modified and saved in Desktop, the Template Dependency Validator is triggered. The validator lists: • Reports that depend on the template • Reports that will not run if the change is completed To resolve the problem, do one of the following: • Cancel the change and re-evaluate. • Open each dependent report and remove the dependencies, then make your changes to the template definition. For the previous example, you could remove the view filter from the view definition of the dependent report. 394 Deploying reports to a user community © 2012 MicroStrategy, Inc. Advanced Reporting Guide 8 Designing Reports The changes to the template are not saved until the Template Dependency Validator is closed. For more information on using this tool, see the Desktop Help. Object templates An object template allows you to use a predefined structure to begin creating a new object. For example, you may want to create many filters that contain the current month as part of the definition. Having a filter object template that contains the current month allows you to skip the step of defining that part of the filter each time you create a filter. In other words, you only have to define that filtering condition once. When you use the filter object template, you automatically have the current month condition in every new filter you create. Another example is a need to build multiple reports containing the attribute Day and the metrics Revenue, Cost, and Profit. To reduce the time spent creating these similar reports, define a report with these objects and save it in the Object Templates folder, thus creating a report object template. be used as an object template, the object must be saved in the ToObject Templates folder. This is the only difference between an object and an object template (like a report and a report object template). You can create object templates for the following objects: • Consolidations • Custom groups • Documents • Filters • Metrics • Reports • Templates (A template defines the layout of general categories of information in a report. It does not include filter information. For more information on what a template includes, see Shortcut to a template, page 390.) © 2012 MicroStrategy, Inc. Deploying reports to a user community 395 8 Designing Reports Advanced Reporting Guide In Desktop Preferences, you can determine, for each type of object, whether to be prompted for an object template when creating a new object. an object template is altered, the change is not propagated to Ifpreviously defined objects. Do not confuse object templates with templates. A template defines the layout of general categories of information in a report. It specifies the information to retrieve from the data warehouse and the way you want it to be displayed in the Grid view of reporting. A template does not include filters, while object templates can contain filters. Combine a template and a filter to create a report. A template is already a report and could be run as is, without modifications. (To do this, create a new report, add the template, and then execute the report.) You cannot run a report object template as is; you must add objects to it first. An object template is equivalent to a template in Microsoft Word, which defines templates as a special kind of document that provides basic tools for shaping a final document. An object template does not have to be a report; it can be a metric, filter, or other object as described previously. Empty object templates Empty object templates are a subset of object templates. The only difference between the two is that object templates contain a definition and empty object templates do not. Empty object templates define default formatting and other properties on a project level for new reports, templates, metrics, and documents. There are two kinds of empty object templates: • Empty object templates automatically provided in MicroStrategy. These are displayed in the New Object dialog box as Empty Document, Empty Metric, Empty Report, and Empty Template. An empty object template does not really exist, as an object. Instead, it is created dynamically using a set of default properties. You can choose whether or not to display the empty object template for a particular object type. For instructions, see Object templates at the project level, page 399. • User-defined empty object templates. These help you control new objects created in your project, by specifying a default set of properties that should be applied to each new object. If you create a user-defined empty object template with those properties, you do not have to define 396 Deploying reports to a user community © 2012 MicroStrategy, Inc. Advanced Reporting Guide 8 Designing Reports those properties for each new object, saving time and ensuring consistency. For example, you can create a user-defined empty metric template with currency formatting or a user-defined empty report object template set to outline mode. Notice that the user-defined empty object template contains properties only, not a “definition”—that is, user-defined empty metric templates do not have formulas; user-defined empty report templates do not include attributes, metrics, or other grid units in the report objects. Unlike the MicroStrategy-provided empty object templates, a user-defined empty object template is a static object. object templates are saved in the Object Templates folder Empty since they can be used only as a template. User-defined empty object templates The properties available in a user-defined empty object template vary with the type of object, as described below: • • An empty metric object template does not contain a formula but can contain the following properties: Formatting properties VLDB properties Formula join type Metric join type Metric column properties An empty report object template does not contain any grid units, that is, attributes, metrics, consolidations, and so on. An empty report contains: Export options Filters Formatting Grid options Report data options © 2012 MicroStrategy, Inc. Deploying reports to a user community 397 8 Designing Reports • Advanced Reporting Guide VLDB properties Other settings such as merge header cells and automatic column width An empty template object template is similar to an empty report object template. For example, your project has a series of reports that must be exported in Excel format to a particular location. A specific Excel macro must be run after the report is exported. You can create a user-defined empty report object template, called Excel Export Settings, with these specifications. When the Excel Export Settings report object template is used to create a new report, the new report contains the correct Excel information. A user-defined empty metric object template contains formatting and other properties but does not include formulas. Like user-defined empty report object templates, they can be used as a starting point for creating objects with specific preset properties. For example, a project requires all currency values to include cents for precision and to distinguish negative values in red font. To meet these conditions, create an empty metric object template named Currency Formatting and set these formats. When a user creates a new metric that returns currency values, he selects Currency Formatting in the New Metric dialog box. The formatting for red negative values and cents is included in the new metric. Using object templates To use an object template, begin creating a new object. In the New Object dialog box, review the object templates and select the one that suits your needs. In the editor, add to the object template to create the new object. If the New Object dialog box does not open, object templates are not shown for that type of object. You can enable object templates by following the instructions in the Desktop Help. If you do not want to use object templates for a specific object type, see the Desktop Help for instructions to disable object templates. The default object template, which is defined at the project level, is automatically used when you create a new object of that type. If a default object template is not defined, the empty object template is used. The empty object template is provided by MicroStrategy and created dynamically using a set of default properties. For more information on the default object template and the empty object template, see Object templates at the project level below. 398 Deploying reports to a user community © 2012 MicroStrategy, Inc. Advanced Reporting Guide Designing Reports 8 Object templates at the project level At the project level, you can, for documents, metrics, reports, and report templates: • Select the default object template • Determine whether or not to display the empty object template detailed instructions on defining these settings, see the Desktop For Help. Default object template At the project level, you can select the default object template, which is the object template used to create a new object for any users who have disabled object templates. You can select the default object template for: • Documents • Metrics • Reports • Templates (A template defines the layout of general categories of information in a report. It does not include filter information. For more information on what a template includes, see Shortcut to a template, page 390.) For example, a project contains the following metric object templates: Currency Formatting, Percent Formatting, and No Decimal Formatting. The default object template is set to No Decimal Formatting. When a user creates a new metric, he selects one of these templates to use. If he disables object templates for metrics, the No Decimal Formatting object template is used automatically. For documents, you can choose to use the Document Wizard instead of a default object template. The Document Wizard guides you through the process of creating a new document, allowing you to quickly and easily produce a polished document. It helps you select the fields that will display on the document, as well as how the document content is grouped, sorted, and formatted. For more information on the Document Wizard, and other ways to create documents, see the MicroStrategy Document Creation Guide. © 2012 MicroStrategy, Inc. Deploying reports to a user community 399 8 Designing Reports Advanced Reporting Guide Showing or hiding the empty object template The empty object template is provided by MicroStrategy, and is not an object but a set of default properties. The empty object template is displayed in the New Object dialog box, which opens when a user begins to create a new object, as Empty Document, Empty Metric, Empty Report, or Empty Template. When a user selects one of these object templates, the object template is created dynamically using a set of default properties. In contrast, an object template, even user-defined empty object templates (which has properties but not a definition), is a static object. a more detailed description of user-defined empty object For templates, see Empty object templates, page 396. You can determine whether or not to show the empty object template for: • Documents • Metrics • Reports • Templates If you disable the empty object template for a particular object type, and the only object template is the default object template defined above, all new objects must use the formatting and properties defined on the default object template. For example, all the reports in a project must adhere to specific formatting standards. You create a report object template with this formatting, and save it as Default Format. The project does not have any other report object templates. You set Default Format as the default object template for reports and do not show the Empty Report object template. If a user has enabled object templates for reports (that is, the New Grid dialog box opens when he creates a new report), his only choice in the New Grid dialog box is Default Format. If a user has disabled object templates for reports, the New Grid dialog box is not displayed and Default Format is automatically used. For instructions on enabling and disabling object templates, see the Desktop Help. 400 Deploying reports to a user community © 2012 MicroStrategy, Inc. Advanced Reporting Guide 8 Designing Reports Exporting large reports as delimited text files The bulk export feature allows you to select a report and export it to a delimited text file. Using this feature, you can retrieve result sets from large datasets without having to load the datasets in memory. As the result sets are brought back incrementally, no limit is set on the size of the dataset to be retrieved. While you can schedule a bulk export report for execution with Distribution Services, you cannot directly execute a bulk export report in Desktop. When you right-click a bulk export report, the Run Report option is not available. You can, however, view the report in Design View and SQL View on Desktop. (All the other views are disabled.) you need to, you can convert a bulk export report back to a standard Ifreport, to be able to execute the report in Desktop. For instructions, see To convert a bulk export report to a standard report, page 403. Prerequisites • To use the Bulk Export feature, you must have a Distribution Services license. • To execute a bulk export report from MicroStrategy Web, you must have the Web Subscribe To Bulk Export privilege. • To define a report as a bulk export report in Desktop, you must have the Use Bulk Export Editor privilege. To configure a report for bulk export 1 In Desktop, open a report in the Report Editor. 2 From the Data menu, select Configure Bulk Export. The Bulk Export Setup dialog box is displayed. 3 Click the General tab. 4 By default, the Bulk export database instance, which is the database instance for the database containing the report data, is defined as the data warehouse for the project. You can specify another database instance in this field. © 2012 MicroStrategy, Inc. Exporting large reports as delimited text files 401 8 Designing Reports Advanced Reporting Guide 5 Select the Default delimiter for the exported text file, which is the character that separates the data in the text file. If the character that you want is not available, select Other, then type the character. 6 Click the Advanced tab. 7 Type the Maximum time for SQL execution to build table, in seconds. If this time limit is reached before the table is built, the export is cancelled with a timeout error. 8 Type the Maximum time for exporting data to file, in seconds. If this time limit is reached before the file is completely written, the export is cancelled with a timeout error. 9 Type the Number of rows retrieved in each step, which is the number of database rows that the bulk export retrieves at a time. 10 Type the Table space, which is the database table space in which the temporary table for the bulk export is created. 11 Type the Table prefix, which is the table prefix for the bulk export temporary table. 12 Click the SQL Statements tab. 13 Specify the SQL statements to be executed after the table is populated, but before the data is exported to a file. For instance, if you need to format the warehouse data in a particular way, you can run a SQL script to do so. 14 Click OK. The Bulk Export Setup dialog box closes and the report is now specified as a bulk export report. 15 Save the report. After you save a report as a bulk export report, its icon on Desktop changes as shown in the following figure. Note the following: • If you open a bulk export report in SQL View, certain column names are replaced by column aliases. You can view the column names by changing the default VLDB properties for metrics. To do this, from the 402 Exporting large reports as delimited text files © 2012 MicroStrategy, Inc. Advanced Reporting Guide Designing Reports 8 Project Configuration Editor, select Database instances in the Project Definition category, then click VLDB Properties, and then select the Default To Metric Name option from the Metrics folder. Select the Use the metric name as the default metric column alias option, and save the changes. Restart the MicroStrategy Intelligence Server. For detailed information on VLDB Properties, see the MicroStrategy Supplemental Reference for System Administration. • If you have selected multiple reports, including bulk export reports, and choose the Run Report option from the right-click menu, all the bulk export reports are filtered out and are opened in the Report Editor; the other reports are executed as usual. • Bulk export reports have the same limitations and restrictions as data mart reports. In particular, bulk export reports cannot be used in HTML documents or Report Services documents. For information on HTML documents, see the Desktop Help. For information on Report Services documents, see the MicroStrategy Document Creation Guide. • Large bulk export reports may require that a substantial amount of data be transferred between Intelligence Server and the data source. You can improve the performance of this process by transferring the data in multiple, incremental transfers of data. To do this, enable the Incremental Data Transfer VLDB property, in the Query Optimizations VLDB properties group. For detailed instructions on setting VLDB properties, see the VLDB Properties chapter of the Supplemental Reference for System Administration. This property is available at both the project and report levels. To convert a bulk export report to a standard report 1 In Desktop, open the bulk export report in the Report Editor. 2 From the Data menu, select Remove Bulk Export Definition. 3 Save the report. It is no longer a bulk export report, and its Desktop icon changes to the standard report icon. © 2012 MicroStrategy, Inc. Exporting large reports as delimited text files 403 8 Designing Reports 404 Exporting large reports as delimited text files Advanced Reporting Guide © 2012 MicroStrategy, Inc. 9 9. GRAPHING Introduction This chapter discusses how to view, format, and work with MicroStrategy graph reports. It focuses primarily on how you can use MicroStrategy graphs to better analyze and format your enterprise business data. Previous chapters of this guide and the Basic Reporting Guide provided information on how to perform a variety of tasks with MicroStrategy reports. This chapter assumes that you have a fundamental understanding of how to design MicroStrategy reports and add objects such as attributes, metrics, and filters to them. Specifically, this chapter includes the following: • Graphing best practices and troubleshooting, page 406 • Viewing graph reports, page 409 • Adding an object to a graph report, page 410 • Choosing an appropriate graph style, page 412 • Moving objects on a graph report, page 416 © 2012 MicroStrategy, Inc. 405 9 Graphing Advanced Reporting Guide • Graph style usage and examples, page 419 • Advanced graph style usage and examples, page 442 • Formatting a graph report, page 466 • Choosing a graph image format for HTML documents and Web, page 527 • Exporting and sharing graphs, page 528 • Using interactive graph visualizations in documents: Widgets, page 531 Note the following: • The extent to which you can format a graph, add and manipulate data, and so on depends on the permissions granted to you by your administrator. This chapter assumes you have Desktop Designer privileges, and can therefore format various aspects of a report grid and graph. • It is recommended you review the list of graphing best practices in Graphing best practices and troubleshooting, page 406 before designing a graph in MicroStrategy. Graphing best practices and troubleshooting Before proceeding to other sections of this chapter, review the following list of best practices for designing an effective graph in MicroStrategy, as well as information on how to troubleshoot specific graphing issues. The information below applies to every graph style available in MicroStrategy: • You can select Grid Graph View to see the report grid and corresponding graph side-by-side. This allows you to add and replace objects on the grid and immediately see how its corresponding graph changes. MicroStrategy Web, Grid Graph view is referred to as Grid and InGraph mode. • As an alternative to using Grid Graph view to move objects on a graph, you can also use the categories and series drop zones. This allows you to move objects between the categories and series for the graph and immediately see how these changes affect the graph. To show or hide the 406 Graphing best practices and troubleshooting © 2012 MicroStrategy, Inc. Advanced Reporting Guide 9 Graphing series and categories drop zones in Desktop, click the Show Drop Zones option in the toolbar. While you can use the categories and series drop zones in both MicroStrategy Desktop and Web, the effects of the changes you make are only shown immediately in Desktop. In Web, you must execute the graph report to see the changes. • Your report grid must contain at least one attribute and one metric to be displayed as a graph. • As you design your graph, try to position objects such as attributes and metrics on the report grid (or the categories and series) in a variety of ways until the graph presents the data in the desired manner. This is often a necessary step in designing an effective graph because it helps you determine the way you wish to display the graph data. For example, view a report in Grid Graph mode, and try placing an attribute or two on the grid’s columns and the metrics in the rows. Then, swap the rows and columns to see how the graph report changes. more information on how the positioning of report objects For affects how a graph is generated, see Moving objects on a graph report, page 416. • Each graph style requires a minimum or specific number of attributes and metrics on the report grid. For example, a Pie chart requires only one attribute and one metric on the report grid, although more attributes and metrics can be included. On the other hand, a Hi-Lo-Open-Close Stock graph requires a specific number of report objects: one attribute and four metrics. more information on the minimum requirements for each For graph style, see Choosing an appropriate graph style, page 412. • Consider the order of the attributes, metrics, and other objects on your report grid. For example, if you have three metrics in the columns of the grid, a dual-axis graph may display the first metric using the Y-1 axis and the second and third metrics as the Y-2 axis. an example of this, see Vertical Bar: Dual-Axis Clustered For graph example, page 422. • Dual-axis graphs can improve the display of graph reports that include metrics that return different types of data. For example, a report includes a Profit metric that returns currency information in the thousands and millions. The same report also includes a Profit Margin metric that returns percentages such as 25%. These two metrics would benefit from being on different axes that use different ranges to display values. For © 2012 MicroStrategy, Inc. Graphing best practices and troubleshooting 407 9 Graphing Advanced Reporting Guide information on using dual-axis graphs, see Scaling a graph, page 513 and Defining a graph to use a dual Y-axis in Desktop, page 518. • The way in which report data is sorted on your report grid directly affects how the data is displayed on the graph report. For example, the bars within a Bar graph can be displayed in descending order instead of ascending order, or they can be sorted based on a different metric in the report. As a test, view a report in Grid Graph mode, sort a metric on the grid, and notice how the graph changes accordingly. • If you are creating a graph report to view in MicroStrategy Web, it is recommended that you choose the JPEG or PNG image format before you save the graph report. If your graph report includes color gradients, you must use one of these formats to display the graph correctly in MicroStrategy Web. For more information on configuring image preferences for graph reports in MicroStrategy Desktop for use in MicroStrategy Web, see Choosing a graph image format for HTML documents and Web, page 527. • If the graph is included in a Report Services document, you can provide some interactive functionality to the graph by doing the following. In the document, add a Slider selector under the graph. Then, configure the slider to control the graph. This allows you and other users to navigate to different sections of the graph’s results. For information about creating selectors, see the Report Services Document Creation Guide. • Use graph formatting effects such as bevels (three-dimensional surface patterns), gradients (combinations of two colors), curved lines, and transparency to make your graph series and other objects stand out and look sharper. • To apply gradients, bevel effects, and transparency effects, right-click your graph’s series and access the Graph Preferences dialog box. For these steps, see Manually formatting graph series and objects, page 482. To apply a curved effect to a Line or Area graph, from the Graph menu, select Preferences. Expand Options, and select the General category. Select the Enable curved lines or Enable curved areas check box, respectively. Apply a glossy, rounded effect to your graph’s series. The effect is displayed in Graph view and Grid Graph View in Desktop and Editable, Interactive, and View Mode in MicroStrategy Web. To do so, from the Graph menu, select Preferences. Expand Options, and select the 408 Graphing best practices and troubleshooting © 2012 MicroStrategy, Inc. Advanced Reporting Guide Graphing 9 General category. Select the Apply rounded effects to all series check box. Flash Mode in MicroStrategy Web only, a more distinct Inrounded and glossy effect is applied to the graph series when you select this check box. • Use font anti-aliasing to display more clearly and distinctly the text that appears on or near your graph report. To do so, from the Graph menu, select Preferences. Expand Options, and select the General category. Select the Use font anti-aliasing check box. This formatting effect is especially noticeable when the graph report is viewed in Flash Mode in MicroStrategy Web. Troubleshooting issues with graphs The following table lists solutions to common issues you may have while working with graph reports. Graph Issue Solution All of your graph data does not appear on one page and you want it to Change the number of categories and series. From the Graph menu, select Preferences. Adjust the Maximum number of categories and Maximum number of series settings as desired. For example, if you are reporting on 15 different departments and the Department attribute is in the rows of your grid, set the Maximum number of categories to 15 to ensure all of the department data is shown on one page. Cannot view graph data for one attribute element at a time Move the corresponding attribute from the report grid to the Page-by field. This allows you to produce a different, more refined graph each time you select a new element in the Page-by field. However, keep in mind that the placement of report objects on the grid determines whether a certain graph style can be generated. Cannot move objects such as titles or the graph legend on your graph Enable manual layout mode. For more information about how to enable manual layout mode, see Pros and cons of manual and automatic graph layout, page 508. Viewing graph reports You can view any MicroStrategy report as a graph by selecting Graph View from the View menu in MicroStrategy Desktop or clicking Graph in the MicroStrategy Web toolbar while viewing a report. © 2012 MicroStrategy, Inc. Viewing graph reports 409 9 Graphing Advanced Reporting Guide You can select Grid Graph View to see the report grid and corresponding graph side-by-side. This allows you to add and replace objects on the grid and immediately see how its corresponding graph changes. saved while being viewed in Graph view are displayed in Reports Graph view when re-opened. Likewise, reports saved while viewed in Grid Graph view are displayed in Grid Graph view. Adding an object to a graph report As you work with a MicroStrategy graph report, you may need to analyze data that is not currently on the report. In this case, you must add objects to the grid report so that the graph report is changed accordingly. You can add data to a report by using the Object Browser to add attributes, metrics, consolidations, and other objects. For example, you have a grid report that provides data about the yearly cost of medical supplies. Your district manager wants to view this data graphically. Moreover, she is interested in seeing this data at the month level, as well as the year level already available on the report. Since your manager wants to view the report at the month level, you might choose to add the Month attribute to your cost of medical supplies report. The procedure below guides you through adding an object to a graph report. graph styles accommodate more report data than others, as Some explained in Graph style usage and examples, page 419 and Advanced graph style usage and examples, page 442. Therefore, in some cases, adding report objects to a report may limit the graph styles you can use to present data effectively. Look at the table in Choosing an appropriate graph style, page 412 to select a graph style that can accommodate the number of objects on your report. Experiment with different graph styles until you find one that works best for your specific data. To add an object to a graph report 1 If the report is not already in Design view, from the View menu, select Design View. 410 Adding an object to a graph report © 2012 MicroStrategy, Inc. Advanced Reporting Guide Graphing 9 2 From the Object Browser, navigate to the attributes and metrics to add to the graph report. Add at least one attribute and one metric to the Report View pane, as shown below. 3 In the Report View pane, click Switch to when the button displays the graph icon, which is shown in the image above. The graph report is displayed as a graph with random data to show how the graph report may appear once it is executed in Graph View. 4 On the Graph toolbar, click Show Drop Zones ( ). This displays areas to define the categories and series for your graph report, as shown below. 5 From the Object Browser, continue to add attributes, metrics, and other objects to the categories and series of the graph report. 6 Once finished, from the View menu, select Graph View to view your graph. © 2012 MicroStrategy, Inc. Adding an object to a graph report 411 9 Graphing Advanced Reporting Guide Choosing an appropriate graph style You can display your report graph using a variety of different graph styles, depending on the structure and number of objects on your report and your personal preferences. The structure and number of objects on your report must factor into your decision because some graph styles cannot be displayed unless a certain number of attributes or metrics appear on the report grid. Minimum object requirements for each graph style The table below provides information about the minimum object requirements for displaying a graph in each graph style. the table below lists the minimum requirements to display a Although graph in each graph style, some graphs require specific types of attributes and metrics to be useful. For this information as it relates to each graph style, see Graph style usage and examples, page 419 and Advanced graph style usage and examples, page 442. Graph Style Minimum Requirements (unless otherwise noted) Area One attribute, one metric Bar One attribute, one metric Line One attribute, one metric Pie One attribute, one metric Scatter: XY One attribute, two metrics Note: If there are more than two metrics, the graph may not be useful because Scatter plots are used to plot two values at a time. Any additional metrics are not included on the display of the Scatter plot. Scatter: XYZ One attribute, three metrics Note: If there are more than three metrics, the graph may not be useful because Scatter plots are used to plot three values at a time. Any additional metrics are not included on the display of the Scatter plot. Polar One attribute, two metrics Radar One attribute, one metric Bubble One attribute, three metrics Note: If there are more than three metrics, the graph may not be useful because Bubble charts are used to plot two values (a first and second metric) at a time. The size of each bubble represents the third metric. Any additional metrics are not included on the display of the Bubble chart. 412 Choosing an appropriate graph style © 2012 MicroStrategy, Inc. Advanced Reporting Guide 9 Graphing Graph Style Minimum Requirements (unless otherwise noted) Stock:Hi-Lo One attribute, two metrics Note: To ensure that this type of graph displays data correctly, you must include specific types of metrics. For more information, see Using Stock graphs effectively, page 445. Stock: Hi-Lo-Open One attribute, three metrics Note: To ensure that this type of graph displays data correctly, you must include specific types of metrics. For more information, see Using Stock graphs effectively, page 445. Stock: Hi-Lo-Open-Close One attribute, four metrics Note: To ensure that this type of graph displays data correctly, you must include specific types of metrics. For more information, see Using Stock graphs effectively, page 445. Histogram One attribute, one metric 3D: Risers One attribute, one metric 3D: Floating One attribute, one metric 3D: Connect Group One attribute, three metrics 3D: Connect Series One attribute, one metric 3D Surface One attribute, one metric 3D: Scatter One attribute, three metrics Gauge One attribute, one metric Funnel One attribute, one metric Pareto One attribute, one metric Pareto: Percent One attribute, two metrics Note: To ensure that this type of graph displays data correctly, you must include specific types of metrics. For more information, see Pareto Percent example, page 458. Boxplot One attribute, exactly five metrics Note: To ensure all five sections of the Boxplot (minimum, maximum, median, lower quartile, upper quartile) appear correctly on the graph, the five metrics must be defined in a specific way, as explained in Using Boxplot graphs effectively, page 462. Gantt One attribute, two metrics Note: To ensure that this type of graph displays data correctly, you must include specific types of metrics. For more information, see Gantt chart example, page 463. Once you determine the graph style in which you want to display your graph, follow the steps below to apply the style to your graph report. © 2012 MicroStrategy, Inc. Choosing an appropriate graph style 413 9 Graphing Advanced Reporting Guide To apply a graph style to a graph report 1 View the report in Graph view. For steps to view a report as a graph, see Viewing graph reports, page 409. 2 In MicroStrategy Web, on the Graph toolbar, from the first drop-down list, select a graph type. 3 From the next drop-down list, select a graph style. This drop-down list displays the different graph styles within each graph type. For example, if you select the Pie chart graph type, you can choose from several different Pie chart graph styles, including Pie:Ring or Pie:Multiple Proportional Ring. 4 Click OK to apply the graph style to your graph: • If your report contains sufficient data to be displayed in the selected graph style, your graph is generated in the new style. • If your report does not contain sufficient data to be displayed in the selected graph style, a dialog box notifies you of this and your graph is not updated. Refer to the table in Choosing an appropriate graph style, page 412 to display your report and try using a different graph style. Placement of report objects and choice of graph styles Depending on the graph style you select, if you place attributes and metrics on your grid in certain ways, the graph cannot be generated. When this occurs, the system notifies you that the report contains insufficient data to be displayed in the selected graph style. Check that you have chosen the right graph style for the number of attributes and metrics you have. For information about the minimum requirements of each graph style, see the table in Minimum object requirements for each graph style, page 412. Once you have determined that the graph style is an appropriate choice, experiment with different ways to position the attributes and metrics on the grid until the graph is generated in the selected style. Consider the following example. The grid report for the graph below contains the following: • An attribute (Customer Income Range) in the grid rows 414 Choosing an appropriate graph style © 2012 MicroStrategy, Inc. Advanced Reporting Guide • Graphing 9 A metric (Revenue per Customer) in the grid columns In the image below, the grid report is displayed as a graph using the Area graph style. Next, move the attribute to the columns. When you view the resulting graph, you encounter an error, as shown in the image below. This occurs because the placement of the attributes on the grid columns does not accommodate the display format of the Area graph style. The error also occurs if you move the attribute to the columns and the metric to the rows. As you design your graph, keep in mind that the location of the report objects on your grid determines whether your report data can be displayed using a style of graph. © 2012 MicroStrategy, Inc. Choosing an appropriate graph style 415 9 Graphing Advanced Reporting Guide Moving objects on a graph report A graph report’s layout depends on the location of report objects on the grid of the report. For example, a grid report with its metrics in the rows and attributes in the columns produces a different graph than a grid report with the same metrics in the columns and attributes in the rows. Graph reports consist of categories and series. A summary of these elements of graphing is provided in the table below. Graphing Term Definition/How it appears in reports Categories • Data along the X-axis of a graph report • Correspond to the rows of a grid report • Usually represent attributes Series • • • • Data along the Y-axis of a graph report Correspond to the columns of a grid report Displayed in legend of graph report Usually represent metrics Consider the following example. The Bar graph shown below displays revenue, cost, and profit by region and quarter. 416 Moving objects on a graph report © 2012 MicroStrategy, Inc. Advanced Reporting Guide Graphing 9 graph report, named Bar Chart - Revenue, Cost and Profit by This Region and Quarter, is available in the MicroStrategy Tutorial project. Notice in the graph report shown above that the attribute Quarter is included in the categories, while the metrics Revenue, Cost, and Profit are included in the series. This displays a cluster of three bars for the Revenue, Cost, and Profit metrics. Each cluster represents the metric values for a particular quarter. This view of data displays how revenue, cost, and profit affect each other for a given quarter. You can change the focus of the graph report simply by changing the series and categories. For example, the same graph report is used to display the graph below. Notice that the only change that has been made is that the Quarter attribute is now a part of the series, while the metrics Revenue, Cost, and Profit are part of the categories. Each cluster of bars now represents a single metric over time. This view of data displays how revenue, profit, and cost have increased or decreased over four quarters. As shown in the previous examples, how you situate report objects such as attributes and metrics on a grid directly affects how data is displayed on your © 2012 MicroStrategy, Inc. Moving objects on a graph report 417 9 Graphing Advanced Reporting Guide graph, which in turn can change the analytical focus of the graph. It is helpful to keep this in mind as you design reports you intend to display as graphs. or hide the series and categories drop zones in Desktop, Toclickdisplay Show Drop Zones in the toolbar. It is also important to remember that each graph type has its own data requirements, and changing the location of objects for one graph type can have a vastly different effect than it does for another graph type. For information on the requirements for each graph style, see Minimum object requirements for each graph style, page 412. Displaying graph data without scrollbars On some graph reports, the entire set of data may not fit onto one page of the graph. • If the labels along the X-axis extend beyond one page, a horizontal scroll bar appears at the bottom of the graph for you to scroll through the rest of the data. • If the graphic elements of your graph, such as bars or lines, extend beyond one page, a vertical scroll bar appears to the right of the graph for you to scroll through the rest of the data. For example, if you have many attributes in the columns of your grid, not all of them can be displayed on one page. To fit the data on a single graph page, without scroll bars, use the following procedure to specify the number of categories and series in your graph. To change the number of categories and series in a graph 1 View the report in Graph view. For steps to view a report as a graph, see Viewing graph reports, page 409. 2 In MicroStrategy Web, from the Format menu, select Graph. The Format:Graph dialog box opens. 3 Click General. 4 In the Maximum area, type the maximum number of categories and series in the Categories and Series fields respectively. For example, if you have 10 attributes in the columns of the grid and not all of them are 418 Moving objects on a graph report © 2012 MicroStrategy, Inc. Advanced Reporting Guide 9 Graphing appearing on one graph page, you can specify 10 in the Series field. This ensures that all 10 of the attributes appear on one page of the graph. 5 Click OK. 6 Save the report to save you graph preferences. Graph style usage and examples This section describes the graph styles available in MicroStrategy Desktop and MicroStrategy Web. It provides a general description and images of these different graph styles, and also offers insight on the type of data best presented with each style, as well as tips to create the graphs in MicroStrategy. separate section, Advanced graph style usage and examples, Apage 442, discusses the Advanced graph styles available in MicroStrategy, including Gantt charts and Boxplot graphs. This chapter provides information about the following graph styles: • Area, page 420 • Bar, page 422 • Line, page 425 • Pie chart, page 428 • Scatter plot, page 431 • Polar chart, page 433 • Radar chart, page 435 • Bubble chart, page 438 • Combination, page 440 • Custom, page 441 How you position report objects on a grid report determines whether a graph can be generated in the selected style. For more information, including an example, see Placement of report objects and choice of graph styles, page 414. This is something to keep in mind as you experiment with different graph styles and ways to position report objects on a grid. © 2012 MicroStrategy, Inc. Graph style usage and examples 419 9 Graphing Advanced Reporting Guide Area An Area graph emphasizes changes in data values by connecting various data points along a line, and then filling in the portion of the graph beneath the line. Therefore, Area graphs can often resemble a mountain range of high peaks and low valleys, with each peak and valley representing a different data value. Area graph types You can create several types of Area graphs in MicroStrategy, including the following: • • Horizontal Area or Vertical Area styles: Absolute Stacked Bi-polar Absolute Bi-polar Stacked Dual-axis Absolute Dual-axis Stacked Percent 3D Area styles: Series Group Vertical Area: Absolute graph example One of the types of Area graphs you can create in MicroStrategy is a Vertical Area: Absolute graph. You can think of this type of graph as a vertical Line graph that has the area beneath it filled in a certain color. For example, the following graph provides information about how many customers a company lost per quarter. The top edge of the graph represents the various data points, in this case, the number of customers lost. The X-axis represents the different quarters. In the graph, notice the sharp increase in lost customers between Q3 2008 and Q4 2008. 420 Graph style usage and examples © 2012 MicroStrategy, Inc. Advanced Reporting Guide Graphing 9 Going into Q3, the company had lost only a total of 12 customers. During Q4 alone, however, the company saw that number grow to a total of 25 customers, as shown by the highest point on the far right of the graph. Using Area graphs effectively • Overall, the Area graph is a flexible graph format because you can create one from a variety of attributes, metrics, and other report objects. Its minimum requirements are that one attribute and one metric be present on the report grid. However, as explained in Moving objects on a graph report, page 416, the location of these objects on your graph report determines whether and how the grid report can be generated as an Area graph. • You can apply a curved effect to the lines of the graph, as shown in the image above. To do so, from the Graph menu, select Preferences. Within the General category, select the Enable curved areas check box. • For detailed information about specific formatting, scaling, and other options for Area graphs in MicroStrategy, see the MicroStrategy Desktop Help. (From within Desktop, press F1.) © 2012 MicroStrategy, Inc. Graph style usage and examples 421 9 Graphing Advanced Reporting Guide Bar Bar graphs, also known as column graphs, are one of the most commonly used graphs because they are easy to use, flexible, and allow you to easily compare a wide range of data values. Bar graph types You can create many types of Bar graphs in MicroStrategy, including the following: • • Horizontal Bar and Vertical Bar styles: Absolute Clustered Stacked Dual-axis Absolute Dual-axis Clustered Dual-axis Stacked Bi-polar Absolute Bi-polar Clustered Bi-polar Stacked Percent 3D Bar styles: Riser Floating Vertical Bar: Dual-Axis Clustered graph example One type of Bar graph you can create in MicroStrategy is a Vertical Bar: Dual-Axis Clustered graph. This traditional vertical Bar graph generally plots data within individual categories, with each bar representing a different measurement. 422 Graph style usage and examples © 2012 MicroStrategy, Inc. Advanced Reporting Guide Graphing 9 For example, the graph below allows you to analyze the revenue and profit generated by different suppliers, as well as the number of units each sold. The X-axis is divided by supplier (ACS Innovations, for example), the Y1-axis on the left represents the number of units sold, and the Y2-axis on the right represents dollar amounts. Notice that 20th Century Fox sold the most units, as represented by the tallest blue (the leftmost column for each category) column on the graph. The suppliers’ smaller red (the middle column for each category) and yellow (the right-most column for each category) columns represent revenue and profit respectively. You can determine how much revenue and profit ACS Innovations generated by identifying the top of each column and comparing it against the dollar amounts on the right. In the grid report, notice that the Units Sold metric is the first object on the grid’s columns. This is important because the Units Sold metric’s placement on the grid determines that the Y1-axis on the left side of the graph will represent the number of units sold. Revenue and profit are measured in the same way, in that both are calculated by currency. Therefore, it is convenient for these metrics to reside to the right of the Units Sold metric in the columns. This way, a Y-2 axis on the right side of the graph can measure both Revenue and Profit along the same axis. in the graph above, you can allow some graph types to have Astwoshown numeric axes (Y1 and Y2). This allows you to chart some of the series on one axis and some of the series on another axis. This is most helpful when the series use different value formatting. For example, © 2012 MicroStrategy, Inc. Graph style usage and examples 423 9 Graphing Advanced Reporting Guide the Units Sold data is displayed as a general count while Revenue and Profit data are displayed in a currency format. Vertical Bar: Stacked graph example Another type of Bar graph you can create in MicroStrategy is a Vertical Bar: Stacked graph. This vertical Bar graph plots data within one column, with individual sections of the column representing a different measurement. For example, the graph below provides information about the amount of net sales generated for each material (in this case, servers) in 2007 Q4. On the grid report, notice that the Material attribute is placed within the series and Product Hierarchy Level 2 attribute is placed within the Page-by field; having this attribute in the page-by field allows you to switch between different graph data for each specific material. For instance, since PCs is selected in the Page-by field, the graph below reveals net sales data about the different PCs purchased by customers in Q4 2007. Using Bar graphs effectively • The Bar graph is a flexible graph format since you can create one from any number of attributes, metrics, and other report objects. Its minimum requirements are that one attribute and one metric be present on the report grid. However, as explained in Moving objects on a graph report, 424 Graph style usage and examples © 2012 MicroStrategy, Inc. Advanced Reporting Guide 9 Graphing page 416, the location of these objects on your graph report determines whether and how the grid report can be generated as a Bar graph. • When you are using a Vertical Bar: Dual-Axis Clustered graph (see Vertical Bar: Dual-Axis Clustered graph example, page 422), or other graphs similar to it, think about the order in which your metrics appear on the grid report. The order of the metrics in the series for the graph report determines which metrics are represented by the Y-1 and Y-2 axes. For example, in the Vertical Bar: Dual-Axis Clustered graph above, the order of the metrics in the series determines what the Y-1 and Y-2 axes represent. • As shown in the graph in Vertical Bar: Dual-Axis Clustered graph example, page 422, you can allow some graph types to have two numeric axes (Y1 and Y2). This allows you to chart some of the series on one axis and some of the series on another axis. This is most helpful when the series use different value formatting. For example, the Units Sold data is displayed as a general count format, while Revenue and Profit data are displayed in a currency format. • Placing an attribute in the page-by field can not only enhance the look and feel of your graph, it is often an essential step in the graph design process. For example, recall the Vertical Bar: Stacked graph example above. If you move the Product Hierarchy Level 2 attribute off the page-by field onto the grid, the graph presents an excessive number of columns, making it difficult to focus on specific data. • Apply a gradient to the bars in your graph to make them stand out from the other sections of the graph. For example, the graph above has a gradient applied to its series. To apply gradients and other effects, right-click your graph’s series and access the Preferences dialog box. For these steps, see Manually formatting graph series and objects, page 482. • For detailed information about the specific options for Bar graphs in MicroStrategy, see the MicroStrategy Desktop Help. (From within Desktop, press F1.) Line A Line graph is a type of graph that highlights trends by connecting lines between different data points. Like the Bar graph and Pie chart, the Line graph is one of the most commonly used graph types. It is often used as a visual alternative to Bar graphs and other types. © 2012 MicroStrategy, Inc. Graph style usage and examples 425 9 Graphing Advanced Reporting Guide Line graph types You can create many different types of Line graphs in MicroStrategy, including the following: • • Horizontal Line and Vertical Line styles: Absolute Stacked Bi-polar Absolute Bi-polar Stacked Dual-axis Absolute Dual-axis stacked Percent 3D Line styles: Series Group Vertical Line: Absolute graph example One of the many variations of vertical Line graphs you can create in MicroStrategy is the Vertical Line: Absolute graph. 426 Graph style usage and examples © 2012 MicroStrategy, Inc. Advanced Reporting Guide Graphing 9 The following graph highlights the amount of revenue generated for various subcategories of Electronics per month. Each colored line in the graph represents a different electronics subcategory, such as Cameras or TVs. The X-axis represents different months in chronological order and the Y-axis represents the amount of revenue. The upper most line in the graph represents Camera revenue. To analyze how much revenue was generated during a specific month, follow the appropriate line from left to right until you reach the correct Month along the X-axis. For example, follow the line for Cameras to discover that, in May 2006, revenue generated by camera sales was just over $100,000. Using Line graphs effectively • The Line graph is a flexible graph format because you can create one from any number of attributes, metrics, and other report objects. Its minimum requirements are that one attribute and one metric be present on the report grid. However, as explained in Moving objects on a graph report, page 416, the location of these objects on your graph report determines whether and how the grid report can be generated as a Line graph. • You can apply a curved effect to the Line graph. To do so, from the Graph menu, select Preferences. Expand Options, and select the General category. Select the Enable curved lines check box. © 2012 MicroStrategy, Inc. Graph style usage and examples 427 9 Graphing Advanced Reporting Guide • For detailed information about the specific options for Line graphs in MicroStrategy, see the MicroStrategy Desktop Help. (From within Desktop, press F1.) Pie chart A Pie chart is a style of graph in which data values such as percentages are represented as proportionally-sized slices of a pie. Pie chart graph types You can create several different types of Pie charts in MicroStrategy, including the following: • Pie • Ring • Multiple Proportional Pie • Multiple Proportional Ring Pie chart example In the following exploded Pie chart example, each slice of the graph represents a different region, for example, the Northeast or Mid-Atlantic. The size of each pie slice is determined by the values of the Revenue metric. For example, the Southeast region had $2.2 million in revenue, compared to 428 Graph style usage and examples © 2012 MicroStrategy, Inc. Advanced Reporting Guide Graphing 9 over $8.5 million in the Northeast. The Northeast slice has been moved away from the pie slightly to draw attention to it. On the graph report, notice that the Region attribute is included in the series for the graph, and the Revenue metric is included in the categories for the graph. This causes the elements of the Region attribute, the regions themselves, to appear as slices in the Pie chart. Each region is assigned its own color to distinguish it from the other regions. However, if you move the attribute to the categories and the metric to the series on the graph report, multiple Pie charts are created for each region. If you then view the report as a graph, each Pie chart is not divided into slices, which makes it more difficult for you to compare values. Keep this in mind when you are designing your own graph. Pie: Multiple Proportional Pies example The graph below is an example of a Pie chart displayed as multiple pies. Each pie is formatted identically to the single graph in the previous example. In this graph, each pie represents the total revenue for a quarter, divided among several geographic regions. The pies are of different sizes depending on the total amount of revenue for that quarter. For example, the pie for 2006 Q4 is © 2012 MicroStrategy, Inc. Graph style usage and examples 429 9 Graphing Advanced Reporting Guide visibly larger than the pie for 2006 Q1, because the total revenue for Q4 was nearly $1,000,000 greater than the total revenue for Q1. Notice that in the grid report above, the Quarter attribute is in the categories, on the left of the metrics. This causes the graph to display one Pie chart for each available value of Quarter. The way a graph appears depends heavily on whether the attributes and metrics are in the series or the categories of the graph report. Using pie charts effectively • The Pie chart is a flexible graph format because you can create one from a number of attributes, metrics, and other report objects. Its minimum requirements are that one attribute and one metric be present on the report grid. However, as explained in Moving objects on a graph report, page 416, the location of these objects on your graph report determines whether and how the grid report can be generated as a pie graph. • When you create a Pie chart, move the attributes and metrics of your report between the series and categories until a useful and easy-to-follow graph is displayed. The location of the attributes and metrics on the grid directly affects whether one Pie chart with different slices is displayed or whether multiple pies are displayed. Review the Pie chart examples above for an example of this. 430 Graph style usage and examples © 2012 MicroStrategy, Inc. Advanced Reporting Guide • Graphing 9 For detailed information about the specific options for Pie charts in MicroStrategy, see the MicroStrategy Desktop Help. (From within Desktop, press F1.) Scatter plot A Scatter plot is a graph showing points of data that are not connected by a line. A Scatter plot can help you identify the relationships that exist between different values. Each dot on the graph represents the intersection of the data on the X and Y axes. For example, if you are looking at numeric profit data on a report, the profits of various call centers are clear. However, when you display the report as a Scatter plot, the visualization of the data reveals that a certain call center is performing significantly better than other call centers. Scatter plots are often used for quality control and management. However, like most graph styles, they are also useful because of their distinct visual style. Scatter plot graph types You can create several different types of Scatter plots in MicroStrategy, including the following: • X-Y Scatter • Dual-axis X-Y Scatter • X-Y-Z Scatter Chart (three-dimensional) Scatter: X-Y graph example In the Scatter: X-Y graph below, the revenue generated by each customer appears along the X-axis, while the customer satisfaction for each customer © 2012 MicroStrategy, Inc. Graph style usage and examples 431 9 Graphing Advanced Reporting Guide appears along the Y-axis. The individual circles within the graph represent each customer. graph report, named Scatter Plot Chart - Revenue vs. Customer This Satisfaction, is available in the MicroStrategy Tutorial project. The Scatter plot shown above helps to show the relationship between a customer’s satisfaction with a company and how much revenue is generated by a customer. This graph suggests that customers who are satisfied with the company are likely to spend more money with the company. Using Scatter plots effectively • While a Scatter plot is a flexible graph format because you can create one from a number of report objects, its minimum requirements are that one attribute and two metrics be present on the report grid. However, as explained in Moving objects on a graph report, page 416, the location of these objects on your grid report determines whether and how the grid report can be generated as a Scatter plot. • If you include more than two metrics on the report grid for a Scatter plot like the one shown above, the graph may not be useful because Scatter plots are specifically designed to plot two distinct metric values. You can include three metrics on Scatter: X-Y-Z graphs, which display the metric values on a three-dimensional Scatter plot. 432 Graph style usage and examples © 2012 MicroStrategy, Inc. Advanced Reporting Guide 9 Graphing • If you include only one metric on the report grid and apply a Scatter plot graph style, an error message notifies you that there is not enough data to create the Scatter plot. For details on how the placement of objects on a report can affect the display of data for various graph styles, see Placement of report objects and choice of graph styles, page 414. • For detailed information about the specific options for Scatter plots in MicroStrategy, see the MicroStrategy Desktop Help. (From within Desktop, press F1.) Polar chart A Polar chart is a graph drawn with circular, polar coordinates. As shown in the example that follows, data points often fall within a certain distance of the middle of the circular graph and another axis. Polar chart graph types You can create the following types of Polar charts in MicroStrategy: • Coordinate Chart • Dual-axis Coordinate Chart © 2012 MicroStrategy, Inc. Graph style usage and examples 433 9 Graphing Advanced Reporting Guide Polar: Coordinate Chart graph example The Polar: Coordinate Chart graph shown below provides data about the unit cost versus the unit profit for various items. In this graph, the vertical line cutting through the Polar chart is the Y-axis, which represents the unit profit made for each item. The X-axis is represented via the seven-sided polygon. A range of values is listed in order, starting from the top, and moving clockwise around the shape. These values represent the unit cost for each item. To determine the unit profit for each item, notice how high or low a marker resides based on the Y-axis. For example, notice in the graph above that Lethal Weapon 4 had over $14.00 in profit, as shown by the data marker to the left of the vertical Y-axis. Another item, Everest, had between $12.00 and $14.00 in profit, as shown by the location of the marker along the Y axis. To determine the unit cost for each item, line the item’s data marker up with a location along the perimeter of the graph. For example, if the data marker is at the bottom of the graph, you know that the item had between $1.20 and $1.60 unit cost because those are the data values along the bottom of the graph. Notice in the graph above the Armageddon item’s data marker can be lined up near the $1.60 label along the outside of the graph. The Everest item has a much lower unit cost, as shown by how close its marker is to the $.80 label on the graph. 434 Graph style usage and examples © 2012 MicroStrategy, Inc. Advanced Reporting Guide Graphing 9 Using Polar charts effectively • While a Polar chart is a flexible graph format because you can create one from a number of report objects, its minimum requirements are that one attribute and two metrics be present on the report grid. However, as explained in Moving objects on a graph report, page 416, the location of these objects on your grid report determines whether and how the grid report can be generated as a Polar chart. • When you design a Polar chart, try to include both the attribute and metric in the grid report’s columns. This ensures that each attribute element is represented with a single marker on the Polar chart. To create the example Polar chart above, the Item attribute and the metrics Unit Cost and Unit Profit were all placed in the grid’s columns. Therefore, each item is represented by its own marker on the graph. • For detailed information about the specific options for Polar charts in MicroStrategy, see the MicroStrategy Desktop Help. (From within Desktop, press F1.) Radar chart A Radar chart resembles a Polar chart, but works differently. Instead of allowing you to see distinct data markers, Radar charts connect these © 2012 MicroStrategy, Inc. Graph style usage and examples 435 9 Graphing Advanced Reporting Guide markers to form a shape. Each corner of the shape represents a different data point, as shown in the example below. Radar chart graph types You can create the following types of Radar charts: • Line • Stacked Line • Dual-axis Line • Dual-axis Stacked Line • Area • Stacked Area • Dual-axis Area • Dual-axis Stacked Area 436 Graph style usage and examples © 2012 MicroStrategy, Inc. Advanced Reporting Guide Graphing 9 Radar: Line graph example The following graph is a Radar: Line graph. It is called a Radar: Line graph because of the line formed between the data points in the graph. The graph reveals information about the resumes received for each position in a company. In the graph, notice that the Y-axis is represented as a vertical line that runs down the upper portion of the circular X-axis. The Y-axis lists various received resume amounts in ascending order from bottom to top. Each label on the circular X-axis represents a different position in the company, for example, Sales Consultant or Customer Support Engineer. You can read this graph by displaying markers for each position on the graph. In the example above, each marker is displayed as a rectangle. These markers are placed based on the metric values for the attributes. For example, the marker for Customer Support Engineer is displayed between the 50 and 60 lines since there were a total of 59 resumes received for this position. This graph sample serves as an example of the flexibility of Radar charts, as well as Polar charts. In this example, this graph gives quick insight into how many resumes are received for each position and how this relates to the amount received for other positions. This can highlight positions that a Human Resources department may need to recruit more heavily for to find additional candidates. For example, more recruiting may be necessary for the Accountant position, as only 28 resumes were received. © 2012 MicroStrategy, Inc. Graph style usage and examples 437 9 Graphing Advanced Reporting Guide Using Radar charts effectively • The Radar chart is a flexible graph format because you can create one from a number of attributes, metrics, and other report objects. Its minimum requirements are that one attribute and one metric be present on the report grid. However, as explained in Moving objects on a graph report, page 416, the location of these objects on your grid report determines whether and how the grid report can be generated as a Radar chart. • In the Radar: Line graph example above, notice that there are ten positions listed in the grid, but only seven positions appear on the graph. The IS Engineer, HR Specialist, and Marketing Analyst positions are missing from the graph because the Maximum number of categories for this graph style is set to seven; therefore, only seven positions appear on a page. In this case, you can ensure all of the attribute elements appear on the graph by selecting Preferences from the Graph menu. In the Maximum number of categories field, type 10, the number of attribute elements you want to appear on the graph. • For detailed information about the specific options for Radar charts in MicroStrategy, see the MicroStrategy Desktop Help. (From within Desktop, press F1.) Bubble chart A Bubble chart is a Scatter plot that also displays the size of each data marker, using bubbles to represent the different sizes of data markers. To create a Bubble chart, you must include at least one attribute and three metrics on your report grid. Where you place each object on the report grid affects how that object is displayed in the resulting graph, as follows: • The first metric on the grid determines what is placed on the X-axis. • The second metric on the grid determines what is placed on the Y-axis. • The third metric on the grid determines the size of each bubble. Bubble chart graph types You can create the following types of Bubble charts in MicroStrategy: • Bubble 438 Graph style usage and examples © 2012 MicroStrategy, Inc. Advanced Reporting Guide • Graphing 9 Dual-axis Bubble chart example The graph below provides an example of how three metrics are displayed within a Bubble chart. In the graph, a colored bubble is designated for each shipping point for the years 2008 and 2009. The size of each bubble represents that shipping point’s average total delivery time for outbound items. The X-axis represents the Outbound Deliveries metric, which displays the number of outbound deliveries. The Y-axis represents the Outbound Delivery Items metric. A third metric, Average Total Delivery Time for Outbound Deliveries (Days), is included as the third metric on the columns of the grid report. The third metric placed in the columns determines the size of each bubble. Notice that the largest bubble in the graph is the one for the 2009 Dallas, TX; this shows that the average delivery time was the largest for the Dallas, TX shipping point during the year 2009. Its placement along the X-axis informs you that the Dallas, TX shipping point for 2009 had fewer than 10 outbound deliveries. The bubble’s vertical position along the Y-axis emphasizes that the Dallas, TX shipping point for 2009 shipped fewer than 20 outbound items © 2012 MicroStrategy, Inc. Graph style usage and examples 439 9 Graphing Advanced Reporting Guide for all outbound deliveries. This analysis suggests that further analysis needs to be done to determine why shipping times were so long for this shipping point in 2009, since the number of outbound deliveries and delivery items were both relatively small. Using Bubble charts effectively • At least one attribute and three metrics must be present on a grid report to be able to create a Bubble chart. However, to create an effective Bubble chart, it is best to avoid more than three metrics on the grid report. If the grid contains more than three metrics on the grid, the graph may not be useful because Bubble charts are designed to plot two values, that is, two metrics, at a time. The size of each bubble represents the third metric. • For detailed information about the specific options for Bubble charts in MicroStrategy, see the MicroStrategy Desktop Help. (From within Desktop, press F1.) Combination Combination graphs are graphs that use default formatting to display risers with multiple marker types. For example, one combination graph can display both bars and lines together on the same graph. Combination graphs use the formatting options of other standard MicroStrategy graph types, as described below: can change the layout of combination graphs on the Layout You category. However, if you select a three-dimensional layout, the multiple marker type formatting is lost. All other layout types retain the multiple marker type formatting for the combination graphs. • Bar Area: This combination graph displays a combination of bar risers and area risers. It uses the formatting options available for Vertical Bar graphs. • Dual Axis Bar Area: This combination graph displays a combination of bar risers and area risers on a dual axis. It uses the formatting options available for Vertical Bar graphs. • Bar Line: This combination graph displays a combination of bar risers and line risers. It uses the formatting options available for Vertical Bar graphs. 440 Graph style usage and examples © 2012 MicroStrategy, Inc. Advanced Reporting Guide 9 Graphing • Dual Axis Bar Line: This combination graph displays a combination of bar risers and line risers on a dual axis. It uses the formatting options available for Vertical Bar graphs. • Area Line: This combination graph displays a combination of area risers and line risers. It uses the formatting options available for Vertical Area graphs. • Dual Axis Area Line: This combination graph displays a combination of area risers and line risers on a dual axis. It uses the formatting options available for Vertical Area graphs. Custom Custom graphs are a list of graph templates that are supplied with MicroStrategy products. The custom graph files (.3TF files) contain attributes and data that define the format and look of a graph. The Custom tab has the following categories of custom graph styles: • Basic • Big Data Sets • Corporate • Gradients • LetterSize B&W • LetterSize Color • Surveys • Textured • Trendlines Each category corresponds to a folder in the \support files\ templates\ folder within the MicroStrategy Common Files folder. You can create your own category by adding a new folder under this directory. Each custom graph style corresponds to a 3TF file stored in that directory. © 2012 MicroStrategy, Inc. Graph style usage and examples 441 9 Graphing Advanced Reporting Guide Advanced graph style usage and examples This section describes the advanced graph styles available in MicroStrategy Desktop and MicroStrategy Web. It provides general descriptions and images of these graph styles and offers insight on the type of data best presented with each style. This section also provides tips on how to create the graphs in MicroStrategy. This section provides information about the following advanced graph styles: • Stock, page 442 • Histogram, page 446 • 3D Surface, page 448 • Gauge, page 451 • Funnel, page 453 • Pareto chart, page 456 • Boxplot, page 459 • Gantt chart, page 462 of the graphs illustrated in this section serve only as conceptual Some examples and, therefore, the data shown does not necessarily exist in MicroStrategy Tutorial. Stock A Stock graph is designed to plot high, low, open, and close values. It displays these values over a chosen period of time. Therefore, Stock graphs are particularly useful in depicting data that often fluctuates, such as stock prices or inventory levels. In a Stock graph, columns are used to represent different ranges of values, from low to high. The size of each column represents the difference between the high and low values. Stock graphs typically consist of the following elements: • High value: The high value is marked at the top of each column. This represents the highest value achieved during a certain period of time. 442 Advanced graph style usage and examples © 2012 MicroStrategy, Inc. Advanced Reporting Guide Graphing 9 • Low value: The low value is marked at the bottom of each column. This represents the lowest value achieved during a certain period of time. • Open value: The open value is marked as a tail on the left side of each column. This represents the value when it is first recorded. For example, for a daily stock price, the open value represents the price of the stock at the beginning of the day, just as the stock market opens. • Close value: The close value is marked as a tail on the right side of each column. This represents the value when it is last recorded. For example, for a daily stock price, the close value represents the price of the stock when the stock market officially closes for the day. Stock graph types You can create several types of Stock graphs in MicroStrategy, including the following: • Hi-Lo Stock graph • Hi-Lo-Open Stock graph • Hi-Lo-Open-Close Stock graph Hi-Lo Stock graph example One of the types of Stock graphs you can create in MicroStrategy is the Hi-Lo Stock graph. A Hi-Lo Stock graph allows you to view the range of a set of values between the highest and lowest values. For example, the following Hi-Lo graph displays a waterfall-style income statement for a company. This style of graph shows all the factors involved in the net income for a company. Thresholds are applied to the report to © 2012 MicroStrategy, Inc. Advanced graph style usage and examples 443 9 Graphing Advanced Reporting Guide highlight income or revenue with green formatting, and to highlight costs or expenses with red formatting. This graph report, named Waterfall graph (vertical) - Income Statement, is available in the MicroStrategy Tutorial project. In addition to providing an example of a Stock graph, it also provides an example of a Freeform SQL report. This report was created using MicroStrategy’s Freeform SQL functionality to report on an operational data mart that stores income data. For information on using Freeform SQL, see Chapter 12, Custom SQL Queries: Freeform SQL and Query Builder. Hi-Lo-Open-Close Stock graph example Another type of Stock graph you can create in MicroStrategy is the Hi-Lo-Open-Close graph. In this type of graph, you can view high and low values, as well as open and close values, all in a single graph. The following Hi-Lo-Open-Close graph sample provides a look at the quarterly high, low, open, and close inventory numbers of a company. Open values are displayed as tails on the left side of each column and close values are represented by tails on the right side of each column. For example, at the beginning of Q4 of 2006, there were 24 copies of the item, "500 Best Vacation Home Plans," as shown by the tail on the left side of the column. The fewest items ever available in the company's inventory during the quarter was three and the most items the company had was 61. 444 Advanced graph style usage and examples © 2012 MicroStrategy, Inc. Advanced Reporting Guide Graphing 9 These high and low values are represented by the top and bottom of the column respectively. This graph report, named Stock Hi-Lo-Open-Close Chart - Visualizing Inventory Using Hi-Lo-Open-Close Stock Graphs, is available in the MicroStrategy Tutorial project. Using Stock graphs effectively • When you create any type of Stock graph, you must include the correct number of attributes and metrics and arrange the columns of the graph’s report in the proper order. This ensures the graph’s columns are displayed as shown in the examples above. When you create a Hi-Lo Stock graph in MicroStrategy, you must include at least one attribute and two metrics in the graph report definition. For example, an attribute that displays the quarter, a maximum stock price metric, and a minimum stock price metric are can be used to display stock prices. If you do not include a sufficient number of attributes and metrics on the report, you cannot view the report as a Hi-Lo Stock graph. When you create a Hi-Lo-Open-Close Stock graph, you must use at least one attribute and four metrics in the graph report definition. For example, a Quarter attribute, minimum inventory metric, maximum © 2012 MicroStrategy, Inc. Advanced graph style usage and examples 445 9 Graphing Advanced Reporting Guide inventory metric, opening inventory metric, and closing inventory metric are used in the Hi-Lo-Open-Close graph above. The Item attribute is also included in the Page-by for the graph report, allowing each page to display inventory values for an individual item. • For the Hi-Lo-Open-Close graph, arrange the grid report’s columns in the following order: low value metric, high value metric, open value metric, close value metric. If the open value tails of a Hi-Lo-Open-Close graph are not displayed when you create the graph in MicroStrategy, right-click the graph background and select Graph Options. The Graph Preferences dialog box opens. Expand the Layout category, then expand Hi-Lo options, and then select the Show Open check box. You can also select the Show Close check box to display the close values on your graph. options to display open and close values are available through The drop-down lists in MicroStrategy Web. • For detailed information about the specific options for Stock graphs in MicroStrategy, see the MicroStrategy Desktop Help. (From within Desktop, press F1.) Histogram A Histogram is designed to group data frequencies in a Bar graph format. Histograms capture how certain data falls within specific intervals, and are often represented as bell curves. The intervals (for example, profit ranges of $200,000-$300,000) appear on one axis. The number of attribute elements (for example, the number of call centers) that fall within each interval are displayed on the other axis. Therefore, a Histogram graph can allow you to answer questions such as: • How many call centers generated profits within the $200,000 to $300,000 range? • In which profit range did the majority of the call centers’ profits exist? A Histogram can also display the variation in a performance and helps you make decisions about a process, product, or procedure that could be improved after examining the variation. The data in a Histogram can be skewed to the left or right. If the Histogram shows a long line of short columns on the left side of the Histogram and the high value on the graph appears on the far right, the data is defined as “left-skewed” or “negatively skewed.” If a long line of short columns appears 446 Advanced graph style usage and examples © 2012 MicroStrategy, Inc. Advanced Reporting Guide 9 Graphing on the right side and the high value on the graph appears on the far left, the data is defined as “right-skewed” or “positively skewed.” Data that is skewed either to the left or right can indicate inconsistent procedures or processes. The decisions you make based on a Histogram can include determining the appropriateness of the direction of the skew. Histogram graph types You can create the following types of Histogram graphs in MicroStrategy: • Vertical Histogram graph • Horizontal Histogram graph Vertical Histogram graph example A vertical Histogram graph is shown below. The height of the columns represents the number of customers who placed an order, while the X-axis highlights different ranges of the number of orders placed. For example, the tallest column shows that about 180 customers placed between 15 to 20 orders each. This graph report, named Histogram - Normal Distribution of Orders Placed by Customers, is available in the MicroStrategy Tutorial project. © 2012 MicroStrategy, Inc. Advanced graph style usage and examples 447 9 Graphing Advanced Reporting Guide Using Histogram graphs effectively • As shown in the example above, Histogram graphs are best suited for large statistical datasets. In this case, a sample of 500 customers is used, as indicated by the note below the graph. • Your Histogram graph may not display all of its data on one page when you first build it. If this occurs, from Graph or Grid Graph view, select the Graph menu and then Preferences. Within the General category, adjust the Maximum number of categories setting to reflect the number of report-level elements on which the Histogram is based. For example, the graph above contains order data for 500 different customers, and Customer is the report-level attribute. In this case, you can adjust the Maximum number of categories setting to 500 to reflect the 500 different customers represented in the graph. MicroStrategy Web, you can set the maximum number of Incategories by selecting Graph from the Format menu and adjusting the Maximum: Categories setting within the General tab. • For information about the specific options for Histograms in MicroStrategy, see the MicroStrategy Desktop Help. (From within Desktop, press F1.) 3D Surface A 3D Surface graph is designed to display data points using shading, color, and multiple dimensions. It helps you analyze patterns, comparisons, and trends in data, and is especially useful to interpret the relationships between three different sets of data. Graphs that contain large data sets are generally good candidates to be displayed as three-dimensional surfaces because 3D Surface graphs provide a third axis on which to visually display data. MicroStrategy allows you to choose several different styles of 3D Surface graphs to accommodate your graphing preferences. 3D Surface graph types You can create several types of 3D Surface graphs in MicroStrategy, including the following: • 3D Surface 448 Advanced graph style usage and examples © 2012 MicroStrategy, Inc. Advanced Reporting Guide • 3D Surface with Sides • 3D Honeycomb Surface Graphing 9 3D Surface Graph with Sides example One of the types of 3D Surface graphs you can create in MicroStrategy is a 3D Surface Graph with Sides. The following graph highlights the type of datasets you can use to create a 3D Surface Graph with Sides. It also shows how you can analyze the data on the graph. The example highlights the effect that time and employee tenure have on the average revenue contribution of each employee. Notice that the Y-axis, which represents average revenue per employee, appears on both the left and right side of the graph because of the graph’s dimensionality. The bottom-left side of the graph represents the number of years an employee worked for the company and the bottom-right side of the graph represents different quarters. Notice that the amount of generated revenue can differ depending on employee experience. For example, in 2006 Q1 (represented by the blue side on the far left of the graph), revenue contribution was lowest for employees with six years of experience. Revenue contribution was also relatively low for employees with ten years of experience. During the same quarter, employees with eight and nine years of experience contributed the most to revenue. Similar results are also apparent throughout future quarters. However, some quarters (2007 Q4 and 2008 © 2012 MicroStrategy, Inc. Advanced graph style usage and examples 449 9 Graphing Advanced Reporting Guide Q2) show increases in revenue contribution by employees with six or ten years of experience. Using 3D Surface graphs effectively • To format the color of each category in a 3D Surface graph in Desktop, right-click the graph’s background and select Graph Options. Within the Display category, from the Color Mode drop-down list, select Color by Categories. It is also helpful to set the risers to be colored according to their height. To do this, from the Color Mode drop-down list, select Exact Color By Height. Note that you can make only one selection at a time from the Color Mode drop-down list. MicroStrategy Web, you can access graph formatting options by Inselecting Graph on the Format menu. However, some graph formatting options, such as assigning the color of columns by category or height, are not available in Web. • For information about the specific options for 3D Surface graphs in MicroStrategy, see the MicroStrategy Desktop Help. (From within Desktop, press F1.) 450 Advanced graph style usage and examples © 2012 MicroStrategy, Inc. Advanced Reporting Guide Graphing 9 Gauge A Gauge graph is designed to display a specific data set using a semicircular dial with indicators. The graph’s indicators are situated within the dial’s range to depict whether the monitored data is within defined limits. There is only one type of Gauge graph available in MicroStrategy. Gauge graph example In this example, annual revenue data for specific regions is displayed in the following Gauge graph. The Gauge graph reveals the percentage by which certain regions grew their revenue from last year to the current year. Notice that the Central region achieved the largest revenue growth, as indicated by the needle closest to the maximum of the gauge (25%). You can display the same information in a different way by showing each region’s revenue data in side-by-side Gauge graphs, as shown below. To do this in Desktop, move the Region attribute from the series of the graph report to the categories. The Gauge graph has also been defined to display three gauges on each row. © 2012 MicroStrategy, Inc. Advanced graph style usage and examples 451 9 Graphing Advanced Reporting Guide This graphing approach allows you to quickly determine which region was most successful when compared to the previous year. The Gauge graph below depicts this alternative way of using gauges to analyze revenue data. This graph report is a modified version of the graph report named Regional % Revenue Growth (Gauge), which is available in the MicroStrategy Tutorial project. Using Gauge graphs effectively • To display one gauge that displays data for every item, place both the metric and attribute in the columns. For example, on the report template for the first graph in this section, the Region attribute is placed on the report’s columns so all data for the regions is displayed in one gauge. • To display multiple gauges, place the attribute on the rows and the metric on the column. For example, on the report template for the second graph in this section, the Region attribute is placed on the report’s rows so multiple gauges are displayed at the same time in the graph. To adjust the number of gauges that are shown on one page, right-click the graph’s background and select Graph Options. Within the General category, adjust the Gauges Per Row setting to specify the number of gauges to appear on one row of the page. For example, for the graph 452 Advanced graph style usage and examples © 2012 MicroStrategy, Inc. Advanced Reporting Guide Graphing 9 above, specifying three as the number of gauges per row results in three gauges displaying on each row. how many gauges appear on one row in MicroStrategy ToWeb,specify from the Format menu select Graph. Then, modify the Maximum Categories setting to match the desired number of graphs. • You can determine the range of numbers that is displayed for each quality band in the gauge. To do this, from the Graph menu select Graph Options. Within the Display category, adjust the minimum and maximum values for each band. • You can adjust the thickness of the gauge dial. To do this, from the Graph menu select Graph Options. Within the General category adjust the Range Thickness setting. • For information about the specific options for Gauge graphs in MicroStrategy, see the MicroStrategy Desktop Help. (From within Desktop, press F1.) Funnel A Funnel graph provides another visually distinctive way of depicting report data. Funnel graphs are generally designed for conducting pipeline analyses for sales forecasts. They are also useful in illustrating the percent contribution of sales data, as they usually display data that adds up to 100%. There is only one type of Funnel graph available in MicroStrategy. Funnel graph example The following Funnel graph below provides information about the sales contribution of different regions. Each funnel slice, with its own color, represents a different region, such as Mid-Atlantic. The size and location of each slice depicts how a region’s sales contribution compares to the other © 2012 MicroStrategy, Inc. Advanced graph style usage and examples 453 9 Graphing Advanced Reporting Guide regions’ figures. For example, the graph shows that the Northeast region contributed 24.42% of the total sales, the most of any region. This graph report, named Funnel Graph - Sales Contribution By Region, is available in the MicroStrategy Tutorial project. As demonstrated in the following graph, you can also use Funnel graphs to analyze simple sales and profit figures, in the same way you might use a Bar 454 Advanced graph style usage and examples © 2012 MicroStrategy, Inc. Advanced Reporting Guide Graphing 9 graph. The graph below displays the profit figures of five different books and shows how each book’s profits compare with the others. Using Funnel graphs effectively • How a report is sorted determines what data is displayed at the top of the funnel. For example, in the first graph in this section, you can view the lowest sales contribution percentages at the top of the funnel instead of at the bottom by sorting the Percent to Total Over Rows (Revenue) metric column in ascending order. • If your Funnel graph does not display all of its data on one page when you first build it, with the report in Graph or Grid Graph view, from the Graph menu, select Preferences. On the General category, adjust the Maximum number of series setting to reflect the number of report-level attribute elements that the Funnel graph is based on. For example, suppose a graph contains profit data for 20 different items and Item is the report-level attribute. In this case, you can adjust the Maximum number of series setting to 20 to display the 20 different items represented in the graph on one page. In MicroStrategy Web, you can set the maximum number of series. From the Format menu, select Graph. Within the General category, in the © 2012 MicroStrategy, Inc. Advanced graph style usage and examples 455 9 Graphing Advanced Reporting Guide Maximum area, in the Series field, type the maximum number of series to display for the graph. information about the specific options for Funnel graphs in For MicroStrategy, see the MicroStrategy Desktop Help. (From within Desktop, press F1.) Pareto chart A Pareto chart is designed to help identify the cause of a quality problem or loss. It includes a Histogram that often shows how often a specific problem is occurring or the different types of problems that are occurring. In general, Pareto charts allow you to display the specific areas in which improvement or investigation is necessary. Pareto chart graph types You can create the following types of Pareto charts in MicroStrategy: • Pareto graph • Pareto Percent graph Pareto chart example The following Pareto chart and its associated grid report reveal data about how long it took each region to ship its orders and the number of orders each region shipped. The Y-axis represents the number of orders shipped and the X-axis displays the number of days it took for an order to ship. The column bands each represent a different region. It is beneficial to view this 456 Advanced graph style usage and examples © 2012 MicroStrategy, Inc. Advanced Reporting Guide Graphing 9 information in a Pareto chart because it allows you to easily analyze and compare the shipping trends of different regions. Notice that the majority of orders were shipped in three days, as indicated by the first and tallest column in the graph. Within the same column you can also see that the Northeast region shipped the most orders. Meanwhile, the smallest column on the right reveals that fewer than 5,000 orders were shipped in two days for any region displayed on the graph. While this graph looks similar to a stacked graph (see Vertical Bar: Stacked graph example, page 424) it should be noted that the values are represented differently. In a stacked graph, each item is displayed with a height equal to that item’s value, with the item displayed at the top having the highest value. This gives a representation that the items are stacked, with the item with the smallest value at the front and the item with the largest value at the back. Therefore, a stacked graph is a good option for viewing the totals of each item in relation to the other items. © 2012 MicroStrategy, Inc. Advanced graph style usage and examples 457 9 Graphing Advanced Reporting Guide In a Pareto chart such as the one shown above, all the items are displayed on top of each other so that the height of the column represents the total of all items. Each item’s relative size within a column represents how much of that total comes from that particular item. Therefore, a Pareto chart is a good option for viewing the total value of a group of items, along with each item’s relative contribution to that total. Pareto Percent example The Pareto chart below is an example of a Pareto Percent graph, another type of Pareto chart you can create in MicroStrategy. The graph reveals the amount and percentage of revenue generated from households of different sizes. In this Pareto Percent graph, the X-axis represents the number occupants in the household. The Y-axis represents the total revenue generated for each household. The Line graph above the columns represents the cumulative contribution to revenue, which is tracked on the Y2-axis on the right side of the graph. For example, $8.4 million in revenue was generated by households with a single occupant, which represents about 24% of the total revenue. The difference between the other increments on the line shows the percent contribution of each household count to the total revenue. For example, $7.6 million in revenue was generated by households with two occupants, which represents about 21% of the total revenue. You can also obtain this 21% value 458 Advanced graph style usage and examples © 2012 MicroStrategy, Inc. Advanced Reporting Guide 9 Graphing by subtracting the 24% above the household count of one, from the 45% above the household count of two. In this way, the Line graph provides another way of viewing the graph information displayed in the Pareto Percent graph’s columns. This graph also includes a line at the 80% of revenue mark. This line provides the immediate recognition that 80 percent of the total revenue was received from households with four or fewer occupants. This graph report, named Pareto Chart - Revenue by Household Count, is available in the MicroStrategy Tutorial project. Using Pareto charts effectively • To add data labels to the columns of your Pareto chart, right-click the graph background and select Graph Options. Expand the Series category, select the Labels and Values category, and then select the Show Data Labels check box. You can use the drop-down lists that become enabled to customize the data labels. MicroStrategy Web, you can make data labels visible using the InFormat: Graph dialog box. To open the Format: Graph dialog box, from the Format menu select Graph. In the Format category, from the left-most drop-down list, select Series Values. To display data labels on the graph, select the Show check box. • For information about the specific options for Pareto charts in MicroStrategy, see the MicroStrategy Desktop Help. (From within Desktop, press F1.) Boxplot A Boxplot (sometimes called a box and whisker plot) is a graph type designed to compare similar distributions at a glance. The goal of Boxplot graphs is to make the center, spread, and overall range of values immediately apparent. The Boxplot is useful for isolating the extreme values and identifying the range of middle values in your data. The box shows the median values of a variable, while the whiskers stretch to the greatest and lowest values of that © 2012 MicroStrategy, Inc. Advanced graph style usage and examples 459 9 Graphing Advanced Reporting Guide variable. Boxplots can also help you identify symmetrical or skewed distributions among values. This type of graph is most beneficial when you are comparing one variable for several different groups, for comparing similar distributions (because the center, spread, and overall range are immediately apparent), and for detecting symmetrical or skewed distributions. The image above provides an overview of the values and statistics depicted in Boxplot graphs, and is not an actual representation of a MicroStrategy Boxplot graph. A Boxplot consists of five summary statistics, each of which is described below. As shown in the image, a box is drawn around the quartile values, and the whiskers extend from each quartile to the extreme data points. The summary statistics within box and whisker plots include the following: • Median: The middle of the data when it is arranged in order from least to greatest. • Lower quartile or 25th percentile: The median of the lower half of the data. • Upper quartile or 75th percentile: The median of the upper half of the data. • Minimum value: The smallest observed value. In MicroStrategy graphs, this is depicted as a whisker on the bottom of a column. • Maximum value: The largest observed value. In MicroStrategy graphs, this is depicted as a whisker on the top of a column. graphs only work well when there is enough data to provide Boxplot the statistics described above. For example, you use a Boxplot graph for data that covers certain years or quarters to see the different time periods plotted. If you only have one or two years or quarters in your data, the Boxplot graph does not display all the expected statistics because it cannot define quartiles and medians from only one or two values. 460 Advanced graph style usage and examples © 2012 MicroStrategy, Inc. Advanced Reporting Guide Graphing 9 Boxplot graph example The following Boxplot graph and its corresponding grid report provide data about the amount of revenue generated each day during a given quarter. Each column is split into two sections. The top section represents the upper quartile or the 75th percentile, and the bottom section represents the lower quartile or the 25th percentile. The whiskers extending from the top and bottom of each column indicate the highest and lowest daily revenue values respectively. For example, during Q4 of 2007, daily revenue reached a low of about $12, as shown by the whisker below the column. Daily revenue that quarter did, however, reach a high of over $14,000, as evidenced by the whisker at the top of the column. The median revenue value for the quarter, $1,758, is shown as a horizontal line that splits the column. The upper and lower quartiles are shown above and below the median line respectively. © 2012 MicroStrategy, Inc. Advanced graph style usage and examples 461 9 Graphing Advanced Reporting Guide This graph report is a modified version of the graph report named BoxPlot Visualizing Statistics of Daily Revenue by Quarter, which is available in the MicroStrategy Tutorial project. Using Boxplot graphs effectively • When you create a Boxplot graph you must include the correct number of metrics for the graph to resemble the example above. To view the quartile sections and median line within the graph columns, as well as the high-low whiskers, five metrics must appear on your report template in the following order: Minimum value metric (for example, the Minimum Daily Revenue metric in the graph above). Low value metric (for example, the 1st Quartile metric). Base or median value metric (for example, the Median Daily Revenue metric). High value metric (for example, the 3rd Quartile metric). Maximum value metric (for example, the Maximum Daily Revenue metric). • For details about building the types of metrics used in the graph above, open the Boxplot graph in the Graph Styles folder in MicroStrategy Tutorial and view each metric’s definition. • For information about the specific options for Boxplot graphs in MicroStrategy, see the MicroStrategy Desktop Help. (From within Desktop, press F1.) Gantt chart Gantt chart (also referred to as project time lines) are Bar graphs that help plan and monitor project development or resource allocation on a horizontal time scale. A Gantt chart is essentially a horizontal bar chart. Attributes are displayed along the X-axis and metrics are displayed along the Y-axis. The Gantt chart provides a graphical illustration of a schedule that can help you plan, coordinate, and track specific tasks in a project. The data analyzed in a Gantt chart has a defined starting and ending value; for example, Project A begins 462 Advanced graph style usage and examples © 2012 MicroStrategy, Inc. Advanced Reporting Guide Graphing 9 4/15/09 and lasts for a total of 40 days. The start time and duration are what allows you to display information as a Gantt chart. Gantt chart example Gantt charts are useful when analyzing human resources information. For example, the following Gantt chart depicts how long certain employees have been working for a company. The beginning of each horizontal bar represents a specific employee’s hire date and the end of each bar represents the time at which an employee left the company. The overlap of the bars helps to visualize the workforce in the company during various periods of time. The report shown below displays the employee tenure for a subset of employees in a company. This information can potentially help a project manager in a number of ways. Given the information obtained in a Gantt chart such as this, he or she can better manage his or her resources to accommodate for the lack of personnel, as well as plan future hiring and project distribution. Gantt charts require conceptual information from attributes, as well as two metrics: • The first metric defines a starting point for the graph. This can be a particular date or a starting value. For the graph shown above, a Hire © 2012 MicroStrategy, Inc. Advanced graph style usage and examples 463 9 Graphing Advanced Reporting Guide Date metric that provides the day an employee was hired serves as the starting point for the employee’s employment with the company. • The second metric defines the duration of the event that you are interested in, and it must match the time interval represented by the starting point. For the graph shown above, the duration of the Gantt chart is determined using a Tenure metric that provides the number of days an employee was hired with the company. To create the Gantt charts displayed above, a report with the following information shown below was created. The Hire Date metric defines the starting point for each bar in the Gantt chart. The Tenure metric defines the end point for each bar in the Gantt chart. This metric is calculated by determining the number of days between the Hire Date and the Leave Date. While the Leave Date metric is not part of the display of the Gantt chart, it is shown here to help understand how the data for the Gantt chart was created. Listed below is some additional information that you can use to re-create the Gantt chart shown above, or to create a similar Gantt chart using your data: • This Gantt chart was created using the Human Resources Analysis Module, which is a part of the MicroStrategy Analytics Modules. • The metrics Hire Date and Leave Date were created using the Hire Date and Leave Date facts, respectively. These facts use data that is provided in a date format, and displayed in mm/dd/yyyy format. • The Tenure metric was created as a compound metric with the formula ([Leave Date] - [Hire Date]). This metric returns integer values for the number of days that an employee was with the company. • When date data is initially displayed on a graph, it may not be displayed in a date format by default. To display the time intervals correctly on the 464 Advanced graph style usage and examples © 2012 MicroStrategy, Inc. Advanced Reporting Guide 9 Graphing axis, you must modify the number formatting of the axis labels with a date format that matches your date data. For information on defining the number formatting for graphs, see Manually defining the formatting of numeric values, page 496. • The minimum value for the graph axis that displays time intervals was increased. The default minimum value for a graph axis is zero, but since dates are considered as numbers when creating the graph, this minimum must be increased to improve the display of the graph. To determine the numeric values associated with the time intervals on the axis, you can modify the number formatting of the axis labels to use the general number format. Once you determine the numeric value, you can define a relevant minimum value for the graph axis, and then switch the axis labels back to the proper date format for the date data. For information on defining the minimum or maximum value of a graph, see Scaling a graph, page 513. Using Gantt charts effectively When you create a Gantt chart, consider the following: • At least two metrics must be displayed in the columns: One metric serves as the starting data point. One metric serves as the length, or duration, from the starting point. that both return dates such as a start date Ifandyouanuseendtwodate,metrics the Gantt chart is not displayed correctly. • A pair of metrics defines start and length values which are translated as a horizontal bar in the graph. These metrics must use the same time interval to accurately display data on a Gantt chart. For example, if your starting point is a specific day such as 07/25/2010, the duration must be provided in terms of days. Therefore, a project that started on 07/25/ 2010 and ends on 07/31/2010 must have its duration provided as seven days. If, however, project start and end dates are based on a quarterly schedule (for example, starting in quarter one of 2009 and ending in quarter one of 2010) the duration must be provided as the number of quarters that the project was active for. • Multiple metric pairs can be added to the columns to represent more start-length pairs. If you add an odd number of metrics to the report, the last metric on the report is not displayed on the graph. • If you use dates to define the time period for the Gantt chart, you may need to change the minimum value of the graph’s axis to better display © 2012 MicroStrategy, Inc. Advanced graph style usage and examples 465 9 Graphing Advanced Reporting Guide data. For information on defining the minimum or maximum value of a graph, see Scaling a graph, page 513. • For information about the specific options for Gantt charts in MicroStrategy, see the MicroStrategy Desktop Help. (From within Desktop, press F1.) Formatting a graph report Formatting a graph report enables you to specify font, line, and fill characteristics for text, lines, and areas in a graph. This allows you to highlight important information, and to make your graph reports easier to read and understand. You can format several objects within your graph, including the following: • Title • Legend • Subtitle • Footnote • Background • Frame • X-axis Label • Y1-axis Label • Y2-axis Label You can format the above graph elements by using the Formatting option in the Graph menu in Grid Graph or Graph view. Title, Subtitle, Footnote, X-axis Label, Y1-axis Label, and Y2-axis The Label options are enabled only if the option is used in the graph. For example, you can select the option Title only if the graph includes a title. You can format the following elements of a graph by selecting an item on the graph, right-clicking it, and then choosing Format <object name> from the right-click menu: 466 Formatting a graph report © 2012 MicroStrategy, Inc. Advanced Reporting Guide • Labels • Headers • Risers (bar, area, and so on) • Pie slices • 3D objects 9 Graphing Controlling how a graph report appears Report designers can control the look of a graph report at any time, even after it has been analyzed and potentially reformatted by users. When thinking about how to format a graph report, you must first consider the various layers of formatting that exist within the report. Each report in MicroStrategy contains several layers of formatting, including the formatting of metrics on the grid report, axes, subtotals, column banding, thresholds, and more. Report formatting is contained in these different layers, allowing you to control different aspects of a graph’s formatting and ensure that the important information is still emphasized. For example, as explained in Formatting numeric values on a graph, page 491, a metric’s formatting in a grid report plays a role in how the metric is formatted in a graph. The metric’s formatting is one report formatting layer you can modify as you consider different ways to format your graph. For specific details about the report formatting layers, see Understanding how formatting impacts report display, page 351. Formatting a graph using colors, shading, and effects You can change the colors and overall look and feel of specific objects, such as series, on your graph. For example, you can format individual bars in your Bar graph or pie slices in your Pie chart using thresholds, as described in Displaying thresholds on graph reports, page 477. The graph legend or axes can be formatted as well. You can format a graph report by adjusting colors, and applying a variety of graphical effects, including gradients, transparency, patterns, pictures, textures, and bevel effects. You can also apply a set of color and shading schemes to all the objects on a graph report. © 2012 MicroStrategy, Inc. Formatting a graph report 467 9 Graphing Advanced Reporting Guide Formatting colors, shading, and effects in Desktop You can change the colors, shading, and other effects on your graph report in a number of ways. For example, you can do the following: • Select a color/shading scheme from the Color Styles drop-down menu on the Graph toolbar. When you select a color/shading scheme for a graph report, the colors of the graph are changed, and shading and other effects are applied as well. For these steps, follow the procedure To change the colors, shading, and other effects on a graph report in Desktop below. • Select from several color palettes in the Color Palette drop-down menu on the Graph toolbar. When you select a color palette for a graph report, the colors of the graph are changed, but shading and other effects are not applied. For these steps, follow the procedure To change only the colors of a graph report in Desktop below. • Manually format the color of individual objects and apply effects such as gradients to them. For example, you can adjust the color of and apply a texture to the bars of a Bar graph. For more information, see Manually formatting graph series and objects, page 482. • Define metric-specific graph colors that are used when a metric is displayed as a series in a graph. Metric-specific graph colors override any colors defined by the color palettes and color styles selected for the graph, as well as any manual color formatting selected for the series of the graph. For steps to define metric-specific graph colors, see Defining a graph color for metrics in Desktop, page 469. • Define graph colors for individual graph elements such as bars in your Bar graph or pie slices in your Pie chart using thresholds, as described in Displaying thresholds on graph reports, page 477 The procedure below provides instructions on changing the colors, but not the shading and other effects, on your graph report. To change only the colors of a graph report in Desktop 1 View a report in Graph or Grid Graph view. To do so, from the View menu, select Graph View or Grid Graph View. 468 Formatting a graph report © 2012 MicroStrategy, Inc. Advanced Reporting Guide 9 Graphing 2 On the Graph toolbar, click the arrow next to the Color Palettes icon. A list of available color palettes is displayed. the Graph toolbar is not displayed, from the View menu, select IfToolbars, then Graph. 3 Select a color palette to apply its color scheme to the graph report. The graph report is updated with the new colors. The procedure below provides instructions on changing the colors, as well as the shading and other effects, on your graph report. To change the colors, shading, and other effects on a graph report in Desktop 1 View a report in Graph or Grid Graph view. To do so, from the View menu, select Graph View or Grid Graph View. 2 On the Graph toolbar, click the arrow next to the Color Styles A menu of available color/shading schemes is displayed. icon. the Graph toolbar is not displayed, from the View menu, select IfToolbars, then Graph. 3 Select a color/shading scheme to apply to the graph report. The graph report is updated with the new color and shading scheme. Defining a graph color for metrics in Desktop You can define the color used for a metric when it is displayed as a series in a graph. The graph color that you define for a metric overrides any default color schemes for the graph report. This lets you maintain any metric-specific color schemes that are utilized throughout a MicroStrategy © 2012 MicroStrategy, Inc. Formatting a graph report 469 9 Graphing Advanced Reporting Guide project. For example, you can define a Profit metric to always display in green on graph reports. To allow colors for metrics to be inherited in graph reports, you must take the following actions: • Define the colors to use for a metric when it is displayed as a series in a graph. You can define this color formatting for the metric itself, or for the metric on a specific graph report: • You can define the graph color for a metric, and this color is then used as the default graph color for the metric in all graph reports. Steps on how to complete this configuration are described in To define the default graph color for a metric in Desktop, page 470. You can define the graph color for a metric on a specific graph report. This overrides any default metric graph color options. Steps on how to complete this configuration are described in To define the graph color for a metric in a graph report, page 472. Enable the graph report to inherit a metric’s graph color. Steps on how to complete this configuration are described in To enable or disable a graph report to inherit a metric’s graph color in Desktop, page 473. To define the default graph color for a metric in Desktop 1 Using MicroStrategy Desktop, log in to a project. You must log in with an account that has privileges to modify metrics. 470 Formatting a graph report © 2012 MicroStrategy, Inc. Advanced Reporting Guide 9 Graphing 2 Browse to a metric, right-click the metric, and then select Edit. The Metric Editor opens. 3 From the Tools menu, point to Formatting, and then select Headers. The Format Cells dialog box opens. 4 From the Chart tab, in the Series Color drop-down list, select one of the following options: • <default>: Allows the color for the metric to be defined on the graph report. For steps on how to define the graph color for a metric in a graph report, see To define the graph color for a metric in a graph report, page 472. • Solid: Displays a single color for the metric when the metric is displayed as a series in a graph report. You can select the color from the Fill color drop-down list. • Gradient: Displays a blend of two colors in a gradual color change for the metric when the metric is displayed as a series in a graph report. You can select the two colors for the gradient from the Color 1 and Color 2 drop-down lists, and select the angle for the gradient. • Pattern: Applies a pattern to the object’s background. Patterns can help to distinguish between the risers of different series in a graph without having to rely solely on color. For example, the three bar risers shown below can be distinguished by color as well as by the pattern that they use. • From Graph: Allows the color for the metric to be defined on the graph report. When defining the default graph color for the metric at the metric level, this From Graph option is the same as using the <default> option. For steps on how to define the graph color for a metric in a graph report, see To define the graph color for a metric in a graph report below. 5 Click OK to save your changes and close the Format Cells dialog box. © 2012 MicroStrategy, Inc. Formatting a graph report 471 9 Graphing Advanced Reporting Guide 6 Click Save and Close to save your changes and close the Metric Editor. You can repeat these steps for any metrics that require a specific graph color. Each metric should use a color that can be easily distinguished from the colors used for other metrics. This ensures that graph report results are easy to decipher based on color. To define the graph color for a metric in a graph report 1 Using MicroStrategy Desktop, log in to a project and navigate to a graph report. 2 Right-click the graph report and select Run. The Report Editor opens, displaying the report as a graph. 3 From the View menu, select Grid View. The report is displayed as a grid. 4 In the report results, right-click the metric, point to Formatting, and select Metric Name Headers. The Metric Name is the name of the metric. The Format Cells dialog box opens. 5 From the Chart tab, in the Series Color drop-down list, select one of the following options: • <default>: Displays the default graph color that was defined for the metric using the Metric Editor. For steps on how to define the graph color for a metric using the Metric Editor, see To define the default graph color for a metric in Desktop, page 470. • Solid: Displays a single color for the metric when the metric is displayed as a series in a graph report. You can select the color from the Fill color drop-down list. • Gradient: Displays a blend of two colors in a gradual color change for the metric when the metric is displayed as a series in a graph report. You can select the two colors for the gradient from the Color 1 and Color 2 drop-down lists, and select the angle for the gradient. • Pattern: Applies a pattern to the object’s background. Patterns can help to distinguish between the risers of different series in a graph without having to rely solely on color. For example, the three bar 472 Formatting a graph report © 2012 MicroStrategy, Inc. Advanced Reporting Guide 9 Graphing risers shown below can be distinguished by color as well as by the pattern that they use. • From Graph: Displays the color defined by the graph’s default color scheme. Manually selecting this option overrides any default metric graph color options defined using the Metric Editor. 6 Click OK to save your changes and close the Format Cells dialog box. 7 From the View menu, select Graph View to display the report results as a graph. You can repeat these steps for any metrics on the report that require a specific graph color. Each metric should use a color that can be easily distinguished from the colors used for other metrics. This ensures that graph report results are easy to decipher based on color. To enable or disable a graph report to inherit a metric’s graph color in Desktop Inheriting metric graph color is enabled by default. The steps below show you how to ensure that metric graph colors are inherited, as well as how to disable this formatting. 1 Using MicroStrategy Desktop, log in to a project and navigate to a graph report. 2 Right-click the graph report and select Run. The Report Editor opens, displaying the report as a graph. 3 From the Graph menu, select Preferences. The Preferences dialog box opens with the Options - General page displayed. 4 By default, all metric-specific graph colors are inherited. To disable this inheritance and apply the graph color scheme to all metrics, in the Other area, clear the Apply metric formatting when available check box. © 2012 MicroStrategy, Inc. Formatting a graph report 473 9 Graphing Advanced Reporting Guide 5 Click OK to save your changes and return to the graph report. Formatting the Y-axis: Graph series in MicroStrategy Web The procedure below describes how to format a graph in MicroStrategy Web using the Format: Graph dialog box, because this dialog box contains all formatting options for a graph. As an alternative, you can quickly format a graph by right-clicking the graph component and selecting a formatting option. You can also format the graph using the Formatting toolbar, which is available from the View menu. Prerequisites • You must have the necessary Web Professional privileges to format graph series. To format the series of a graph in MicroStrategy Web 1 Run a report and display it in either Graph view or Grid and Graph view. 2 From the Home menu, select Graph. 3 Right-click the graph and select Format. The Format: Graph dialog box opens. • If DHTML is disabled, click Go. The Format: Graph panel is displayed. 4 Select the Format tab. • If DHTML is disabled, select the Format link. 5 From the left-most drop-down list at the top, select Series Colors. From the next drop-down list, select the specific series to format. In a bar graph, you can select Bar Riser for [name of attribute/metric combination]. For example, this may be displayed as Bar Riser for Electronics Revenue. you can choose to format a metric displayed as a series Inin aDesktop, graph, to always display as a specific color. For example, you can define a Profit metric to always display in green on graph reports. This formatting overrides the formatting options you can select in the Series Colors options. For steps to assign a specific 474 Formatting a graph report © 2012 MicroStrategy, Inc. Advanced Reporting Guide 9 Graphing color to a metric, see Defining a graph color for metrics in Desktop, page 469. • If DHTML is disabled: From the drop-down list, under Series Colors, select the specific series to format. In a bar graph, you can select Bar Riser for [name of attribute/metric combination]. For example, this may be displayed as Bar Riser for Electronics Revenue. Click the check mark. 6 To apply a background color, from the Fill Color drop-down list, select the background color for the graph series. 7 You can apply any of the following effects to the color of the series: DHTML is disabled, you cannot create custom colors. You also Ifcannot apply gradients, transparency effects, or bevel effects. • Apply a color gradient, which is a combination of two colors. To do so, in the Fill area click the arrow on the right side of the color selector, and then click Gradients. In the Gradients dialog box that opens, select the two colors to use for the gradient. Select a shading style to determine the direction in which the two colors are blended together. • Adjust the transparency of the series color using the Transparency scrolling bar. Click and drag the scrolling bar until you reach the desired transparency. As you scroll, the percentage of transparency is displayed. When you set the transparency to a low percentage, the colors of the object appear brighter. When you set the transparency to a high percentage, the colors of the object appear more faded. • From the Effects drop-down list, select a bevel effect, such as Chiseled Edge or Sphere. Donut and Sphere effects are applied to all circular graphs The (such as a Pie graph), polygonal graphs (such as a Radar graph), and rectangular graphs (such as a bar graph). The Smooth and Chiseled Edge effects are not applied to any circular types of graphs. 8 From the Line Color drop-down list, specify a color for the border lines (for example, the outline of a bar in a bar graph). 9 If you are formatting a graph that contains lines, such as a Line, Area, Polar, or Radar graph, you can specify whether the lines in the graph are straight or curved. In many cases, curved lines provide a cleaner look and feel. To apply curved lines, on the General tab select the Use curved lines check box. © 2012 MicroStrategy, Inc. Formatting a graph report 475 9 Graphing Advanced Reporting Guide 10 Click Apply to update the graph's appearance or click OK to update the graph and close the dialog box/panel. Applying gradient colors to a graph in MicroStrategy Web Gradient colors blend two colors to create a gradual color change in the background of a graph or a control in a Report Services document. (For an introduction to controls in documents, see the Report Services Document Creation Guide.) You can select the two colors, as well as the direction of the blending. The direction is called the gradient shading style, and several variants are available within each shading style (for example, Horizontal centered is one variant of the Horizontal shading style). The available shading styles are: • Horizontal • Vertical • Diagonal Up • Diagonal Down • From Corner • From Center • Custom The Horizontal and Vertical shading styles contain Horizontal centered and Vertical centered variants. These variants, shown below, are three-way or mirror gradients. These types of gradients blend the colors from the middle of the graph series out to the edges. One color is applied in the center of the graph series and the other to the edges of the graph series, then the two are blended. The two halves are identical, as though a mirror was placed along the center. You can choose to blend the colors horizontally or vertically, as shown in the rectangles below, by specifying the gradient shading style and variant. procedure below describes how to format a graph in The MicroStrategy Web using the Format: Graph dialog box, because this dialog box contains all formatting options for a graph. As an alternative, you can quickly format a graph by right-clicking the graph component and selecting a formatting option. You can also format the graph using the Formatting toolbar, which is available from the View menu. 476 Formatting a graph report © 2012 MicroStrategy, Inc. Advanced Reporting Guide 9 Graphing To apply gradient colors to the series of a graph in MicroStrategy Web 1 Run a report, and display it in either Graph view or Grid and Graph view. 2 Right-click the graph to modify, select Fill, and then Gradients. The Gradients dialog box opens. 3 Select the two colors to use for the gradient from the Color 1 and Color 2 drop-down lists. 4 From the Shading Styles area, select a shading style in which to display the gradient. The shading style determines the direction in which the two colors are blended together. 5 If you select Custom from the Shading Styles area, you can specify the following: • Transition Type: Determine the direction in which the gradient colors transition. • Angle: Determine the angle at which the gradient colors are blended. • X Offset: Determine the horizontal position of the point at which the gradient colors are blended. • Y Offset: Determine the vertical position of the point at which the gradient colors are blended. 6 Select a graph variant on the right. 7 Click OK to apply the changes. Displaying thresholds on graph reports Thresholds are a standard MicroStrategy analysis feature that allow conditional formatting for metric values. This conditional formatting is called a threshold, because when a given value in your data reaches a certain point, or threshold, the conditional formatting is applied (see Formatting thresholds, page 354). This conditional formatting is displayed on grid reports by default, but it can also be displayed on graph reports. Enabling the display of thresholds on a graph report allows the conditional formatting to be applied to the series of a graph report, thus highlighting data of particular importance on the graph. The graph report shown below © 2012 MicroStrategy, Inc. Formatting a graph report 477 9 Graphing Advanced Reporting Guide uses thresholds to highlight when employee satisfaction is above seven or below three for a given survey field. In the report shown above, gradients are used to highlight each threshold on the Avg. Satisfaction Score metric. These two thresholds help to distinguish when employee satisfaction is considerably high or low. Any background effect can be used to display a threshold. This includes a solid color, a pattern, a gradient, and any other available background effects. If your thresholds that are displayed on a grid report only include formatting such as symbols and text formatting, you can add background formatting to the threshold so that the background formatting can be displayed when the report is displayed as a graph. Note the following: • If a threshold does not include any background formatting, the threshold formatting cannot be displayed on a graph report. • If a threshold includes background formatting as well as other types of formatting, only the background formatting can be displayed on the graph report. Not all graph types can display thresholds. For example, Area graphs combine all data into a single area object. Since the data is all visually connected into the same area object, thresholds cannot be displayed for 478 Formatting a graph report © 2012 MicroStrategy, Inc. Advanced Reporting Guide 9 Graphing specific data points. However, many graph types display a separate series or data marker for each data point, and thus can display thresholds. The following graph types can display thresholds directly on the series of the graph: • Bar • Boxplot • Bubble chart • Funnel • Histogram • Pareto chart • Pie chart • Stock The following graph types can display thresholds on the data markers that highlight specific data points on the series of the graph: • Gauge • Line • Polar chart • Radar line chart • Scatter plot and three-dimensional scatter plot © 2012 MicroStrategy, Inc. Formatting a graph report 479 9 Graphing Advanced Reporting Guide For example, the graph report shown below is the same report used in the previous example. However, while the previous example used a Bar graph style, the report shown below uses a Line graph style. Rather than highlighting the entire line of the Line graph, the threshold formatting is displayed only on the data markers. Prerequisites • You have created a graph report, which also includes thresholds on the data. • The thresholds that you plan to display on the graph report include some type of background effect such as a solid color, a gradient, or a pattern. Background formats are the only threshold formatting that can be displayed on graph reports. To enable the display of thresholds on a graph report 1 Using MicroStrategy Web, log in to a project and navigate to a graph report that includes thresholds. 2 Run the report and display it in the Graph view. 480 Formatting a graph report © 2012 MicroStrategy, Inc. Advanced Reporting Guide 9 Graphing 3 From the Data menu, select Advanced Thresholds Editor. The Advanced Thresholds Editor dialog box opens. 4 From the list of thresholds, select a threshold. On the toolbar, click Enable threshold on Graph ( ). Repeat this step for any thresholds that are to be displayed on the graph. If a threshold does not include any background formatting, it cannot be displayed on a graph report and the Enable threshold on Graph option is not available. If you have a threshold that should be displayed on a graph, you can add a background effect to the threshold. You can then enable the background formatting of this threshold to be displayed on the graph report. This background effect is also displayed on the report when it is displayed as a grid. 5 Once you have enabled the required thresholds to be displayed on the graph report, click OK to close the Advanced Thresholds Editor dialog box. 6 Click OK. 7 Review the graph report. The thresholds should be displayed for applicable data on the graph report. If you are using one of the graph types that support thresholds, and you do not see thresholds on the graph report, use the steps provided below to display the thresholds: a From the Format menu, select Graph. The Format:Graph dialog box opens. b Click General and clear the Apply rounded effects to all series check box. This removes the automatic beveling effects used for the series and data markers of the graph report, but it also allows the display of thresholds for certain graph types. You can still apply and create your own custom bevel effects for the graph report, as described in Manually formatting graph series and objects, page 482. c Click OK to save your changes and return to the graph report. The thresholds should now be displayed on the graph report. © 2012 MicroStrategy, Inc. Formatting a graph report 481 9 Graphing Advanced Reporting Guide Manually formatting graph series and objects While you can apply broad formatting changes to your entire graph (as explained in Formatting a graph using colors, shading, and effects, page 467), it is often convenient to manually format and fine-tune individual graph objects. For example, you can adjust colors, and apply a variety of graphical effects, including gradients, transparency, patterns, pictures, textures, and bevel effects to the objects. To manually format individual graph objects 1 If the report is not already displayed as a graph, from the View menu, select Graph View to display the report as a graph. 2 Right-click a graph object such as a riser, marker, graph frame, legend, and so on, and select Format name of object from the right-click menu. The Preferences dialog box opens. option is named based on the object you select. For example, This for a line in a Line graph, this option is named Format Data Marker. 3 You can use the following formatting categories to format graph objects: formatting categories Font, Line, Fill, Border, and Number The Formatting are available depending on the graph object that is being formatted. For example, you cannot modify the font of a graph object which cannot hold any text. Also, the Number Formatting category is only shown if the graph object includes numeric characters. • Font: Select this category to modify the text of a graph object. You can modify the font type, font size, font style, color, and text frame formatting. • Line: Select this category to modify the formatting of a Line graph object. You can modify the line style, color, thickness, and transparency of the line. This category may use a different name to reflect the type of line you are formatting such as Axis Line, Major Gridlines, Data Line, and so on. • Border: Select this category to modify the formatting of a border graph object such as a frame or background border. This category 482 Formatting a graph report © 2012 MicroStrategy, Inc. Advanced Reporting Guide 9 Graphing provides the same line style, color, thickness, and transparency of the line options available for the Line category. • Number Formatting: Select this category to modify the numeric formatting of a graph object. Each numeric format type provides various formatting options to match the formatting for your numeric data. For information on the Number Formatting options and how to use them in graphs, see Formatting numeric values on a graph, page 491. • Fill: Select this category to modify the background effects of a graph object. You can modify the color, background effect type, bevel formatting, and transparency of the graph object. Some of these formatting options include: defining the Fill options for a series object of a graph, the When options described below are ignored if the metric for the series has a metric-specific graph color. To apply the manual Fill options described below for a series object, you can disable the display of metric-specific graph colors by clearing the Apply metric formatting when available check box. Steps to perform this configuration are described in Defining a graph color for metrics in Desktop, page 469. – From the Background type drop-down list, select Gradient to apply a gradient. This type of background style displays a blended effect to gradually change from one color to a second color. For example, the image shown below displays a gradient that changes from a light yellow color to a dark green color. – Use the Transparency slider to apply a transparency effect. The slider uses a range of zero to 100. A value of zero means the object is not transparent and thus appears as a solid object. Higher values make the object more transparent, which allows you to see objects behind the transparent object. – Click Bevel to apply a bevel effect to the object’s background. Bevel effects apply three-dimensional framing effects to the graph object. – From the Background type drop-down list, select Pattern to apply a pattern to the object’s background. Patterns can help to distinguish between different series risers in a graph without having to rely solely on color. For example, the three bar risers © 2012 MicroStrategy, Inc. Formatting a graph report 483 9 Graphing Advanced Reporting Guide shown below can be distinguished by color as well as by the pattern they use. – From the Background type drop-down list, select Picture to apply a picture to the object’s background. Pictures can be applied to graph frames or backgrounds to apply a standard company background style or watermark to all graphs. – From the Background type drop-down list, Texture to apply a texture to the object’s background. Textures can help to distinguish between different series risers in a graph without having to rely solely on color. However, the formatting applied for each texture can be drastically different from other textures. For this reason it is important to make sure the textures you apply to your graph objects are visually appealing when displayed on the same graph. 4 Click Apply to apply any formatting changes to the object. 5 Click OK to close the dialog box and return to the graph. Creating and formatting titles, axes, and footnotes All graphs can include titles and subtitles which can help to clearly identify the graph. They can also include footnotes that provide additional information about the graph. default, the title of a graph is the name of the report, but you can Bymanually change this as described in the procedure below. 484 Formatting a graph report © 2012 MicroStrategy, Inc. Advanced Reporting Guide 9 Graphing Most graphs can also include a category axis title and a numeric Y1-axis title. Some graph styles, such as Histograms, and graph sub-types, such as 3D graphs, can include additional titles, as described in the table below. Graph Sub-Type/ Graph Style Additional titles that can be included All Surface graphs Series Axis Title, which provides additional detail on the information that is being shown on the series axis All 3D graphs Series Axis Title, which provides additional detail on the information that is being shown on the series axis All Dual-Y graphs Value Title (Y2), which can provide information about the Y-2 axis All bi-polar graphs Value Title (Y2), which can provide information about the Y-2 axis Bubble X-Axis Title Scatter X-Axis Title Histogram X-Axis Title Creating and adjusting title, axes, and footnotes in Desktop The steps below show you how to display and format titles and labels for a graph. To create and adjust title, axes, and footnotes in Desktop 1 Open a report in Graph View. 2 From the Graph menu, select Titles and Labels. The Preferences dialog box is displayed. 3 Within the Titles category, select the check box for the title or label to display. For example, you can select the Title, Footnote, or Subtitle check boxes to display these titles and labels. 4 Type the text to display for the title or label. You can also use variables that display various report information for the titles and labels such as the report name, report creation time, report description, and so on. For information on creating a dynamic title, see Creating dynamic titles using variables in Desktop, page 486. 5 Click Apply to apply any title changes. © 2012 MicroStrategy, Inc. Formatting a graph report 485 9 Graphing Advanced Reporting Guide 6 Click OK to close the dialog box and return to the graph. 7 From the File menu, select Save to save the updated information. Creating dynamic titles using variables in Desktop For some types of titles, you can use variables so the titles become dynamic. Variables generate the titles automatically every time the report is run. Variables can be used to display the report name, current date and time, report description, name of the project, name of the user executing the report, and so on. You can use multiple variables in the same title or combine static text and variables. The following table describes the variables you can use to insert dynamic text into your graph’s titles and labels. Variable Description {&REPORTNAME} Name of the report. {&REPORT DESCRIPTION} Report description as entered in the Properties dialog box. {&CREATIONDATE} Date the report was created. All dates and times are displayed in the format designated for the computer. {&CREATIONTIME} Time the report was created. All dates and times are displayed in the format designated for the computer. {&AXISINFO} (Scatter plots and Bubble charts only) Innermost label from the grid that represents either the X or Y metric. {&PROJECT} Project in which the report is stored. {&USER} Full name (not Desktop login) of the user executing the report. {&PROMPTn&} User's answers to prompts in the report, where n is the number of the prompts, in order; that is, {&PROMPT1&} returns the answer to the first prompt, {&PROMPT2&} returns the answer to the second prompt, and so on. Applies to object prompts and attribute qualification prompts only. If n is greater than the number of prompts in the report, the code itself is displayed in the report. {&PROMPTDETAILS} All prompt answers for the report. Applies to metric qualification prompts, object prompts, and attribute qualification prompts only. This variable is useful if you do not know the exact order or number of prompts in the report. {&EXECUTIONTIME} Date and time the report was executed. All dates and times are displayed in the format designated for the computer. 486 Formatting a graph report © 2012 MicroStrategy, Inc. Advanced Reporting Guide 9 Graphing Variable Description {&FILTERDETAILS} Report filter and report limit used in the report. Applies to attribute element list prompts, hierarchy qualification prompts, metric qualification prompts, and attribute qualification prompts only, as well as all filters and limits that do not contain prompts. If the report does not have a filter, the text "Empty Filter" is printed. If the report does not have a limit, the text "Empty Limit" is printed. {&PAGEBYDETAILS} Current attribute elements selected in the page-by. Positioning and formatting graph titles in Desktop You can also determine the location, font, and color of any of the titles by using various formatting options, as described in the procedure below. To change the formatting of a graph title in Desktop 1 Open a report in Graph view. 2 On the Graph menu, point to Formatting, and then choose the title to format. The Preferences dialog box opens. 3 Define the color, font, alignment, frame, and other font options for the text. 4 Click Apply to apply any formatting changes. 5 Click OK to close the dialog box and return to the graph. 6 On the File menu, select Save to save the new graph title format. Note the following: • When you view a report in Graph view and set the font size for the axis label to a very large value, the graph size shrinks to accommodate the font size for the axis label. However, this functionality differs in 3D graphs, as explained in Resizing a 3D graph using Auto Arrange, page 512. • You can also apply a specific font to graph titles and labels in selected sets of reports and templates throughout a MicroStrategy project. To do so, use the Find and Replace feature in MicroStrategy Desktop. You can access this feature from the Tools menu. For more information on the Find and Replace feature, © 2012 MicroStrategy, Inc. Formatting a graph report 487 9 Graphing Advanced Reporting Guide refer to Find and replace report, template, and metric formatting, page 363. Displaying and formatting titles and axes in MicroStrategy Web You can create titles for a graph or various graph components, and you can change the titles that appear on a graph, including the font and text size. Titles include: • Title of the graph • Subtitles • Footnotes • Names of graph axes You can automatically update a title or part of a title with variable information, such as the name of the user who executes the report, the date and time the report was created, and so on. These are called dynamic titles. The table below provides shortcuts to use in a dynamic title. To display and format titles in MicroStrategy Web 1 Run a report, and display it in either Graph view or Grid and Graph view. 2 From the Format menu, select Graph. The Format: Graph dialog box opens. • If DHTML is disabled, click Go. 3 Select the Format tab. If DHTML is disabled, select the Format link. 4 Do one of the following: • From the left drop-down list at the top, select Titles. From the next drop-down list, select All Titles, Title, Subtitle, or Footnote to specify the graph title to format. Depending on the type of graph, you may also be able to format the Category Axis Title, Y1 Axis Title, or Y2 Axis Title. If you select All Titles, you can format all titles on the graph at one time, but cannot change the actual text of the titles. 488 Formatting a graph report © 2012 MicroStrategy, Inc. Advanced Reporting Guide • Graphing 9 If DHTML is disabled: From the drop-down list, under Titles, select All Titles, Title, Subtitle, or Footnote to specify the graph title to format. Depending on the type of graph, you may also be able to format Category Axis Title, Y1 Axis Title, or Y2 Axis Title. Then click the check mark. 5 To display the title on the graph, select the Show check box. 6 Modify the name of the title as desired. You can use dynamic titles using shortcuts; see the table below for the text you need to type to achieve a dynamic title. 7 Specify the font type, size, color, and effects to apply to the selected title. 8 Click OK to update the graph and close the dialog box/panel. Shortcuts for dynamic titles in MicroStrategy Web You can create dynamic titles for a graph by typing a shortcut in the title. A dynamic title is automatically generated every time a report is run. You can use multiple shortcuts in the same title, and combine static text and shortcuts. For example, if you type Profit Forecast - {&CREATIONDATE} in a graph title, when the report is executed the date that the report was created is automatically displayed in the graph title, as follows: Profit Forecast - 4/15/ 11. The table below lists the shortcuts you can use to create dynamic titles for a graph. Type This Shortcut In Title Title Displays This When Report Is Run {&REPORTNAME} Name of the report, designated by the report's creator. {&REPORTDESCRIPTION} Report description, as it appears in the report's Properties dialog box. {&CREATIONDATE} Date the report was created. {&CREATIONTIME] Time the report was created. {&PROJECT} Project in which the report is located. {&USER} Full name of the user executing the report. © 2012 MicroStrategy, Inc. Formatting a graph report 489 9 Graphing Advanced Reporting Guide Type This Shortcut In Title Title Displays This When Report Is Run {&PROMPTn&} User's answer to a specific prompt in the report. Type a number in place of n, where n is the order number of the prompt (for example, {&PROMPT1&} returns the answer to the first prompt, {&PROMPT2&} returns the answer to the second prompt, and so on). This shortcut applies only to object prompts and attribute qualification prompts. Note: If n is greater than the total number of prompts in the report, the variable cannot be replaced with actual data, so the code itself is displayed in the title. See the next shortcut for an alternative if you do not know the number of prompts. {&PROMPTDETAILS} User's answers to all prompts in the report. This shortcut applies only to metric qualification prompts, object prompts, and attribute qualification prompts. This variable is useful if you do not know the exact order or number of prompts in the report. {&EXECUTIONTIME} Date and time the report is executed. {&FILTERDETAILS} Report filter and any report limit used in the report. This shortcut applies to all filters and limits in reports. It also applies to reports with attribute element list prompts, hierarchy qualification prompts, metric qualification prompts, and attribute qualification prompts. Note: If the report does not have a filter, the text "Empty Filter" is displayed. If the report does not have a limit, the text "Empty Limit" is displayed. {&PAGEBYDETAILS} Attribute elements currently displayed in the page-by area. Formatting number values on a graph in MicroStrategy Web You can format the display of numbers on a graph. For example, you can display the values along the Y-axis as currency, with two decimal places. procedure below describes how to display number values on a The graph in MicroStrategy Web using the Format: Graph dialog box. You can also format a graph using the Formatting toolbar, which is accessible from the View menu: point to Toolbars, then select Formatting. On the toolbar, click Data Values. To format number values on a graph in MicroStrategy Web 1 Click the name of a report to execute it. Display the report in either Graph view or Grid and Graph view. 2 From the Home menu, select Graph. 490 Formatting a graph report © 2012 MicroStrategy, Inc. Advanced Reporting Guide 9 Graphing 3 Right-click the graph and select Format. The Format: Graph dialog box opens. • If DHTML is disabled, click Go. 4 Select the Format tab. If DHTML is disabled, select the Format link. 5 From the left drop-down list at the top, select Series Labels. From the next drop-down list, select All Data Values or the specific series label to format. • If DHTML is disabled: From the drop-down list under Series Labels, select All Data Values or a specific series label to format. Then click the check mark. 6 To ensure that labels (such as currency symbols, percentages, and so on) are displayed on the graph, select the Show check box. can add tooltips that display additional information for the You values on the graph. For more information, see Creating tooltips in a graph, page 505. 7 Specify the font type, size, color, and effects to apply to the selected label. 8 To apply labels, such as currency, percentages, or fractions, select the Number tab. If DHTML is disabled, select the Number link. 9 From the Series Labels drop-down list at the top, select the series labels to format. Then select a format category to display, such as Currency or Percentage. When selected, some format categories have additional settings such as the number of decimal places and how to display negative numbers. 10 Click OK to apply the changes to the graph. Formatting numeric values on a graph While graphs rely on colors, objects, and patterns to provide insight into data, the formatting of the numeric data is also a key component to developing a graph that is easy to analyze and interpret. Numeric data is often included on a graph as either a label for graph risers and data points, or as a label for the increments of the graph axes. To © 2012 MicroStrategy, Inc. Formatting a graph report 491 9 Graphing Advanced Reporting Guide understand the effect that numeric data formatting can have on the graph, consider the graph shown below. This graph displays revenue, profit, revenue percent contribution, and profit margin information for various electronic product categories. Relationships can be seen between the data for metric pairs of Revenue and Profit as well as Revenue Percent Contribution and Profit Margin. However, notice that the labels for each axis use a generic number formatting. This makes it difficult to fully understand the data that is displayed for each metric. 492 Formatting a graph report © 2012 MicroStrategy, Inc. Advanced Reporting Guide Graphing 9 The same graph is displayed below, with formatting applied to the numeric values that serve as labels for the increments of the graph axes. Notice that now the Revenue and Profit metrics are on an axis that is displayed with a currency format, while the Revenue Percent Contribution and Profit Margin metrics are on an axis that is displayed with a percentage format. This simple formatting change makes it easy to understand the data values at a glance. There are two methods to applying formats to numeric values in a graph, which are described in the following sections: • Inheriting the formatting of numeric values, page 493 • Manually defining the formatting of numeric values, page 496 Inheriting the formatting of numeric values Graphs in MicroStrategy can inherit the formatting of metric values and other numeric values. This allows the same default formatting seen on a grid © 2012 MicroStrategy, Inc. Formatting a graph report 493 9 Graphing Advanced Reporting Guide report to also be displayed on a graph report. For example, the simple report shown below displays the quarterly percent growth for each region. Since the Percent Growth metric uses a percentage format with two decimal places, this formatting is applied by default when viewing this report as a graph. Notice that the highlighted labels on the left use the numeric formatting of the Percent Growth metric. If a graph does not apply the formatting of a metric’s values by default, you can define the graph to inherit the numeric formatting. The steps below show you how to inherit numeric formatting for objects on a graph. Prerequisites • A graph report has been created. 494 Formatting a graph report © 2012 MicroStrategy, Inc. Advanced Reporting Guide • 9 Graphing You are logged in to a project using MicroStrategy Desktop. To inherit the formatting of numeric values 1 Open a report in Graph View. 2 From the Graph menu, select Graph Options. The Preferences dialog box opens. 3 Browse to the Number Formatting category for the graph object that you want to define the numeric formatting for: • Axis labels: To access the numeric formatting options for an axis label, expand the Axes category, expand the category of the axis to format (for example, X or Y), expand the Axis Labels category, and then select Number Formatting. • Series data labels: To access the numeric formatting options for a series data label, you must first choose to display series data labels (see Displaying and formatting data labels, page 499). Then expand the Series category, expand the Labels and Values category, and then select Number Formatting. 4 In the Category pane for the number formatting options, select the option to inherit numeric formatting: • If you are formatting values for axis labels, select Automatic. This applies the numeric formatting automatically retrieved for the graph. • If you are formatting values for series data labels, select From Grid. This applies the numeric formatting that is shown for the object on a MicroStrategy grid report. 5 Click Apply to accept and apply your changes. 6 Click OK to return to the graph. © 2012 MicroStrategy, Inc. Formatting a graph report 495 9 Graphing Advanced Reporting Guide Manually defining the formatting of numeric values Graphs cannot always correctly inherit the formatting of metric values and other numeric values. For example, the report shown below includes metrics with two different numeric value formats. Since there is more than one numeric value format used in the grid report, the graph uses a generic numeric format by default. This is highlighted in the Area graph shown below. While these values do not automatically represent the numeric formatting of the metric values, you can define the formatting for these values. The steps below show you how to define numeric formatting for objects on a graph. 496 Formatting a graph report © 2012 MicroStrategy, Inc. Advanced Reporting Guide 9 Graphing Prerequisites • A graph report has been created. • You are logged in to a project using MicroStrategy Desktop. To manually define the formatting of numeric values 1 Open a report in Graph View. 2 From the Graph menu, select Graph Options. The Preferences dialog box opens. 3 Browse to the Number Formatting category for the graph object that you want to define the numeric formatting for: • Axis labels: To access the numeric formatting options for an axis label, expand the Axes category, expand the category of the axis to format (for example, X or Y), expand the Axis Labels category, and then select Number Formatting. • Series data labels: To access the numeric formatting options for a series data label, you must first choose to display series data labels (see Displaying and formatting data labels, page 499). Then expand the Series category, expand the Labels and Values category, and then select Number Formatting. 4 In the Category pane for the number formatting options, select the desired numeric formatting option: • General: Select this option to display numbers without any punctuation or other formatting symbols or syntax. This is often used as a default when a numeric format cannot be determined by default. • Fixed: Select this option to define the number of decimal places to show, whether to include a thousands separator, and whether to use an abbreviation such as thousands, millions, or billions. • Currency: Select this option to display number with various formatting options that reflect monetary values. You can choose from many different currency symbols, as well as how many decimal places to display. • Date: Select this option to display numbers in a format that represents the day of the year. A list of available formats to choose from is provided. © 2012 MicroStrategy, Inc. Formatting a graph report 497 9 Graphing Advanced Reporting Guide • Time: Select this option to display numbers in a format that represents the time of day. A list of available formats to choose from is provided. • Percent: Select this option to display numbers in a percentage format. For example, a value of .275 is displayed at 27.50% when displayed as a percent. You can also define how many decimal places to display. • Fraction: Select this option to display numbers as fractions. A list of available formats to choose from is provided. • Scientific: Select this option to display number in scientific notation. Scientific format displays numbers as decimal numbers, with only one digit to the left of the decimal point. E notation is used to describe the true location of the decimal point. For example, the number 123.456 in scientific format is 1.23456E+002. The E+002 means that the decimal point’s true location is two digits to the right of its scientific value position. Numbers that are less than zero use a slightly different format. For example, the number .012345 in scientific format is 1.2345E-002. The E-002 means that the decimal point’s true location is two digits to the left of its scientific value position. • Special: Select this option to choose from various numeric formatting options. Some of the special formatting options available include: – Zip code – Extended zip code – Phone number – Social security number • Automatic or From Grid, see Inheriting the formatting of numeric values, page 493. 5 Click Apply to accept and apply your changes. 6 Click OK to return to the graph. 498 Formatting a graph report © 2012 MicroStrategy, Inc. Advanced Reporting Guide 9 Graphing Displaying and formatting data labels It is often convenient to display the numeric values for each data point on a graph. For example, you may want to see individual numeric values along the lines in your Line graph or the bars within your Bar graph. If you choose to display data labels, you can also format them manually or allow the system to apply an automatic format style. To display data labels on a graph report 1 Open a report in Graph view. 2 On the Graph menu, point to Display, and then choose Data Label. The data labels are displayed on your graph report. 3 The data labels and axes numbers are automatically formatted based on the formatting of the metrics in Grid View, as long as all metrics are formatted in the same manner. To apply different numeric formatting to the data labels, see Formatting numeric values on a graph, page 491. You can also manually format the data labels and axes and numbers by following the steps below. To manually format data labels and axes numbers on a graph 1 In MicroStrategy Web, open a report in Graph View. 2 On the Format menu, select Graph. The Format:Graph dialog box opens. 3 You can define the number formatting for all data labels, or for each data label associated with each series in a graph: • To define the number formatting for all data labels, click Number. From the Target drop-down list, select All Data Values. From the Number area, choose the required category for formatting. • To define the number formatting for an individual data label, click Number. From the Target drop-down list, select Y Axis Values. From the Number area, choose the required category for formatting. For detailed information on each numeric formatting option, see Manually defining the formatting of numeric values, page 496. © 2012 MicroStrategy, Inc. Formatting a graph report 499 9 Graphing Advanced Reporting Guide 4 Click Apply to accept and apply your changes. 5 Click OK to return to the graph. 6 Save your report to save the new data label or axis formatting. Displaying and formatting a graph legend The legend of a graph reflects the data displayed in the graph's Y-axis, also called the graph series. This is the data that comes from the columns of the corresponding grid report, and usually represents metrics. A graph legend generally appears as a box to the right or left of your graph. The box contains small samples of each color on the graph as well as a short description of what each color means. A graph legend is a common component of any graph report, because it helps the analyst understand what the colors and shapes in the graph mean in terms of your data. As you format your graph, you may find that you need to make a graph legend visible or format it. Steps are below for displaying, hiding, and formatting a graph legend in both Desktop and MicroStrategy Web. Displaying and formatting a graph legend in Desktop If a graph legend does not already appear on your graph report, display it using the following steps. To display a graph legend on the graph in Desktop 1 Make sure you are viewing your report in Graph or Grid Graph view. 2 From the Graph menu, select Display, then Legend. A graph legend is displayed on your graph. To remove the legend from the graph, select Legend again. graph types such as Histogram and 3D Surface do not use Some graph legends. Selecting to display a legend for these types of graphs has no effect on the graph. These types of graphs use other titles and labels to provide context for data. 500 Formatting a graph report © 2012 MicroStrategy, Inc. Advanced Reporting Guide 9 Graphing To define display options for a graph legend You can define various display options for a graph legend. 3 From the Graph menu, select Graph Options. The Preferences dialog box opens. 4 Expand the category for the graph style you are using. For example, if you are formatting the legend of a vertical Bar graph, expand the Vertical Bar Options category. 5 Select the Display category. 6 You can define the following display options for a graph legend: • Markers and Text: Allows you to select from the following options to position the markers in relation to the text in the legend: – Markers to Left of Text – Markers to Right of Text – Text Centered on Markers – Markers Above Text – Markers Below Text • Layout: Allows you to select from the following options to define where the legend is displayed within the graph frame: – Legend on Right Side – Legend on Left Side – Legend Below Chart • Box Style: Allows you to select from the following options to define the type of frame to surround the text in the legend: – No Frame – Single Line Frame – Double Line Frame – Beveled Frame – Reverse Beveled Frame © 2012 MicroStrategy, Inc. Formatting a graph report 501 9 Graphing Advanced Reporting Guide 7 Once your graph’s legend is visible on your graph, you can choose to format it in a variety of ways. For example, you can edit the color series markers in the legend and therefore the colors of the series on your graph, or format the size and font of text elements in the legend. To format a graph legend, see Formatting a graph legend in Desktop below. Formatting a graph legend in Desktop You can format several aspects of a graph legend, including the text. Prerequisites • You have created a graph and selected to display the graph legend. For steps to display a graph legend, see Displaying and formatting a graph legend in Desktop, page 500. To format a graph legend in Desktop 1 View your report in Graph or Grid Graph view. 2 From the Graph menu, point to Formatting, and select Legend. The Preferences dialog box opens. 3 The Legend category is expanded. Select from the Fill, Border, and Font formatting categories to modify the legend formatting. For information on the options available for each formatting category, see Manually formatting graph series and objects, page 482. 4 Click Apply to accept and apply your changes. 5 Click OK to return to the graph. Displaying or formatting a graph legend in MicroStrategy Web The steps below show you how to display and format a graph legend in MicroStrategy Web. procedure below describes how to format a graph using the The Format: Graph dialog box in MicroStrategy Web. This dialog box contains all formatting options for a graph. As an alternative, you can quickly format a graph by right-clicking the graph component and 502 Formatting a graph report © 2012 MicroStrategy, Inc. Advanced Reporting Guide 9 Graphing selecting a formatting option. You can also format the graph using the Formatting toolbar, which is available from the View menu. To display and format a graph legend in MicroStrategy Web 1 Run a report, and display it in either Graph view or Grid and Graph view. 2 From the Format menu, select Graph. The Format: Graph dialog box opens. • If DHTML is disabled, select Graph, then click Go. The Format: Graph panel is displayed. 3 Select the Format tab. If DHTML is disabled, select the Format link. 4 From the left-most drop-down list at the top, select Format. From the next drop-down list, select Legend. • If DHTML is disabled: From the drop-down list, under Format, select Legend. Click the check mark icon. 5 To ensure that the legend is displayed on the graph, select the Show check box, if it is not already selected. 6 From the Position drop-down list, specify whether the legend is positioned to the Right, Left, or at the Bottom of the graph. 7 Specify the font type, size, color, and effects to apply to the legend. 8 From the Fill Color drop-down list, specify the background color for the legend. You can also apply several effects to the color of the series, as described below. DHTML is disabled, you cannot create custom colors in the Fill IfColor drop-down list. Also, you cannot apply gradients, transparency effects, or bevel effects. • Apply a color gradient, which is a combination of two colors, to the legend. To do so, in the Fill area, click the arrow on the right side of the color picker, and then select Gradients. In the Gradients dialog box, select the two colors to use for the gradient. Then, select a shading style in which to display the gradient to determine the direction in which the two colors are blended together. • Adjust the transparency of the color of the legend using the Transparency scrolling bar. Click and drag the scrolling bar until you © 2012 MicroStrategy, Inc. Formatting a graph report 503 9 Graphing Advanced Reporting Guide reach the desired color transparency. As you scroll, the percentage of transparency is displayed in a tooltip. When you set the transparency to a low percentage (by dragging the bar to the left), the colors of the object appear brighter and more solid. When you set the transparency to a high percentage (by dragging the bar to the right), the colors of the object appear lighter and less solid. • Select from several bevel effects from the Effects drop-down list, such as Chiseled Edge or Sphere, to apply to the legend. 9 From the Line Color drop-down list, specify a color for the border lines of the legend. 10 From the right-most drop-down list on the Format tab, select Legend Area to access formatting options for the entire background area of the legend. • If DHTML is disabled: From the drop-down list, under Format, select Legend Area to access formatting options for the entire background area of the legend. Click the check mark icon. 11 Apply formatting changes to the legend area as described above. 12 Click Apply to apply the changes to the graph, or click OK to apply the changes and close the dialog box/panel. Formatting the labels on a graph’s axes You can access label formatting properties for the different axes on your graph. These settings include, but are not limited to the following: • Category axis (the axis that commonly contains the attributes): Location and positioning of labels along the axis Order of categories Include and format of axis labels Appearance of grid lines and graph tick marks information about what categories on a graph represent, see For the table in Moving objects on a graph report, page 416. • Y-1 axis Format and location of axis labels 504 Formatting a graph report © 2012 MicroStrategy, Inc. Advanced Reporting Guide Graphing The range of numbers in labels Number format (for example, currency or percentage) Appearance of grid lines and graph tick marks 9 Depending on the type of graph you are formatting, you may also have access to scaling properties for the X-axis, Z-axis, or Y-2 axis as well. Click Help in Desktop for steps to format labels for each of these axes. Creating tooltips in a graph A tooltip is short, descriptive text that appears when you mouse over a graph item in MicroStrategy Web. Tooltips provide information such as the value of a specific data point, the name of a group, or the label of a graph’s X-axis. An example of the default tooltip for a Boxplot in Desktop is shown below: Tooltips are automatically added to every graph for display in MicroStrategy Web. These default tooltips display relevant data for a graph based on the graph type. For example, the default tooltips for Boxplots display the values of each quartile, as shown in the image above. © 2012 MicroStrategy, Inc. Formatting a graph report 505 9 Graphing Advanced Reporting Guide Tooltips are only visible in Web. However, both Desktop and Web allow you to modify the tooltips displayed in a graph by using macros. These macros are dynamic text that is replaced with graph information when the tooltip is displayed in Graph view. While the default macro used is {&TOOLTIP}, you can use different macros to customize what information appears in a given graph. You can use multiple macros in the same tooltip or combine static text and macros. Some tooltip macros may not be available for use in specific types of graphs. For example, {&XVALUE} can only be used in Bubble charts or Scatter plots. If a macro is unavailable for the given graph type, no tooltip is displayed in the graph when viewed in Web. The following table describes the macros you can use to customize graph tooltips in both Desktop and MicroStrategy Web: Macro Information Displayed {&TOOLTIP} All relevant labels and values associated with a graph item. {&GROUPLABEL} Name of the graph item's category. This value is often the graph item's attribute element information, as attributes are commonly used as the categories of graph reports. {&SERIESLABEL} Name of the graph item’s series. This value is often the graph item's metric name information, as metrics are commonly used as the series of graph reports. {&VALUE} The value of a given data point. {&XVALUE} The X-value of a data point. Only applicable to Bubble charts and Scatter plots. {&YVALUE} The Y-value of a data point. Only applicable to Bubble charts and Scatter plots. {&ZVALUE} The Z-value of a data point. Only applicable to Bubble charts and Scatter plots. {&XLABEL} The label of the X-axis. Only applicable to Bubble charts and Scatter plots. {&YLABEL} The label of the Y-axis. Only applicable to Bubble charts and Scatter plots. {&ZLABEL} The label of the Z-axis. Only applicable to Bubble charts and Scatter plots. For information on tooltips in documents, see the MicroStrategy Report Services Document Creation Guide. Steps are below to apply tooltips in both Desktop and MicroStrategy Web. To apply a tooltip to a graph in Desktop 1 Open a report in Graph View. 506 Formatting a graph report © 2012 MicroStrategy, Inc. Advanced Reporting Guide 9 Graphing 2 On the Graph menu, choose Preferences. The Preferences dialog box opens. 3 Expand the Series category. 4 To apply the same tooltip to every item in the graph, select the Labels and Values category. Otherwise, to define tooltips for a single series, select the name of the series. 5 Ensure that the Show Tooltip (Web Only) check box is selected. If this box is cleared, no tooltips will be visible in the graph. 6 Type the text of the desired macro or your own static text. 7 Click Apply to apply changes. 8 Click OK to return to the graph. 9 On the File menu, select Save to save the new tooltip. To apply a tooltip to a graph in MicroStrategy Web 1 Open a report and display it in either Graph view or Grid and Graph view. 2 From the Format menu, select Graph. The Format:Graph dialog box opens. 3 Select Format. 4 From the first drop-down list, select Series Values. The formatting options for series values appear. 5 Ensure that the Tooltips check box is selected. If this box is cleared, no tooltips will be visible in the graph. 6 Type the text of the desired macro or your own static text. 7 Click Apply to apply changes. 8 Click OK to return to the graph. © 2012 MicroStrategy, Inc. Formatting a graph report 507 9 Graphing Advanced Reporting Guide Adjusting the layout, size, and scale of a graph You can determine how your graph is scaled, the overall layout of the graph, and how graph elements such as legends and titles are positioned on the graph. Before you begin formatting different elements of your graph, you must first consider whether to use manual or automatic graph layout, as explained in the following section. Pros and cons of manual and automatic graph layout You can control the positioning of graph elements such as legends and titles manually or you can have the system automatically reposition these elements, which helps you avoid overlapping elements on your graph. For example, suppose you add an attribute to your graph report. When the graph is re-executed, you may notice that your graph’s overall layout has changed to accommodate the additional data. You have the option to enable or disable this automatic adjustment. If you choose the automatic layout setting, any modifications that impact the layout, such as data changes, invoke the automatic positioning of elements such as legends and labels. For example, suppose you select a different page-by attribute on your grid, which results in a larger set of data with longer category names. With automatic layout the graph frame height may need to be adjusted so the axes labels fit. This adjustment is required because when the number of series increases, the height and width of the legend area may need to increase. This reduces the width of the graph’s frame. For automatic layout, if the recalculated legend size is larger than the current background frame, the size of the background frame can automatically expand. Since this option overrides other sizing options, it can lead to a frame size that is unexpected. The automatic and manual layout options are in the Preferences dialog box, accessible from the Graph menu. By default, automatic layout is selected. 508 Formatting a graph report © 2012 MicroStrategy, Inc. Advanced Reporting Guide 9 Graphing The following table provides a quick overview of the features of automatic and manual graph layout. Layout Type Pros Cons Automatic • Graph elements are repositioned automatically as needed. For example, if you add report objects to the grid report, the graph report automatically resizes to accommodate the additional data. • Some objects such as graph legends can still be moved using other methods than manually moving the object on the graph. For information on displaying graph legends, see Displaying and formatting a graph legend in Desktop, page 500. You cannot manually move any objects within the graph. Manual Note: If you try to move an element manually, a dialog box opens. If you choose to stay in automatic layout mode, the element does not move. If you switch to manual layout, the element moves. • You can position graph elements yourself. For You cannot benefit from the example, you can drag and drop a graph, legend, title, automatic resizing features data label, and so on to a new location. offered by automatic layout. • Provides the most design flexibility. • Provides some automatic layout options such as automatically recalculating the size of the graph legend and repositioning the graph frame and legend. Follow the procedure below to learn how to enable either automatic or manual graph layout mode. To choose automatic or manual layout for graph reports 1 View a report in Graph view. 2 On the Graph menu, select Preferences. The Preferences dialog box is displayed. 3 Within the Layout category, select from the following options: • Automatic layout: Allows graph components to be repositioned automatically. • Manual layout: Allows you to position graph components yourself. If you select Manual layout, the following option becomes available: – Re-calculate legend size automatically when data changes: Automatically re-calculates the legend size when data changes. If this option is selected, you can also set the following option. – Reposition chart frame and legend: Re-positions the legends to a default location such as right or left when data changes. For © 2012 MicroStrategy, Inc. Formatting a graph report 509 9 Graphing Advanced Reporting Guide example, in a graph report, initially you placed the legend frame in the center of the graph report. If you select this check box, change the data, and re-execute the report, the legend frame is moved to one of the default locations on the graph. For more information about this setting, see Example: Manually positioning a graph legend, page 511. • Expand background frame to accommodate recalculated legend sizes: Automatically expands the size of the background frame if the recalculated legend size is larger than the current background frame. This setting is available only if the Automatic layout option or Manual layout: Re-calculate legend size automatically when data changes option is selected. option overrides other sizing options and can lead to an This unexpected frame size. 4 Click Apply to accept and apply your changes. 5 Click OK to return to the graph. Manually positioning graph elements Sometimes you need to reposition graph objects such as the graph itself, the legend, or titles and subtitles. The extent to which you can manually control the position of graph elements is determined by the following: • If automatic layout mode is enabled, graph elements are automatically repositioned when anything is resized or readjusted on the graph. For information about automatic layout, see Pros and cons of manual and automatic graph layout, page 508. Even if automatic layout mode is enabled, you can still choose to place graph elements in certain places on the graph. However, these locations are default locations and are not customizable. For example, with automatic layout mode enabled, you can place a graph’s legend to the left, right, or below a graph by configuring options in the Graph Preferences dialog box (see Displaying and formatting a graph legend in Desktop, page 500). You cannot, however, drag and drop the legend onto another location. • With manual layout mode enabled, you can manually drag and drop graph elements on your graph, as demonstrated in the following example. For information about manual layout, see Pros and cons of manual and automatic graph layout, page 508. 510 Formatting a graph report © 2012 MicroStrategy, Inc. Advanced Reporting Guide 9 Graphing Example: Manually positioning a graph legend If you set your graph layout preference to manual layout mode (as described in Pros and cons of manual and automatic graph layout, page 508), you can select options to help you position the legend. The size of the legend can change automatically when the data changes. If you select manual layout mode, the legend can be repositioned to a default location, such as right or left, when the data changes. For example, place the legend frame in the center of a graph report. Then, from the Graph menu, select Preferences. In the Layout category in the Preferences dialog box, select the Re-calculate legend size automatically when data changes check box, and then the Reposition chart frame and legend check box. Change the data of the report and re-execute it. The legend frame is moved to one of the default locations on the graph report. To manually position a graph legend 1 View the report in Graph view. 2 On the Graph menu, select Preferences. The Preferences dialog box is displayed. 3 Within the Layout category, if manual layout is not already selected, select Manual layout. • To have the size of the legend change when the data changes, click Re-calculate legend size automatically when data changes. • If you selected the legend size recalculation option, you can also have the legend repositioned to a default location, such as right or left, when the data changes. To do this, select Reposition chart frame and legend. Click OK to return to the graph. 4 On the graph, click the background of the graph legend, outside of the legend text. A selection box with handles appears. appear around the legend text, try clicking further outside Ifof boxes the legend text area until a selection box with handles appears. 5 Drag and drop the legend to the desired location. 6 Save the graph. © 2012 MicroStrategy, Inc. Formatting a graph report 511 9 Graphing Advanced Reporting Guide Resizing a graph You can manually resize the elements on your graph, including the graph chart itself, if manual layout is enabled, as explained in Pros and cons of manual and automatic graph layout, page 508. The following procedure guides you in resizing the actual graph chart within your graph report. To manually resize a graph 1 View a report in Graph view. 2 Make sure manual layout mode is enabled. See Pros and cons of manual and automatic graph layout, page 508 for the necessary steps. 3 Click a section of the graph that is blank. For example, do not click the actual bars or lines of your graph; instead, click the graph’s background. Handles appear around the graph frame. 4 Use the handles on each side and corner of the graph to manually resize the graph. Resizing a 3D graph using Auto Arrange When you set the font size for an axis label to a very large value in a non-3D graph, the graph shrinks to accommodate the new font size. However, in 3D graphs, after you resize the font to the original value, the graph does not expand to its original size. You can resize the 3D graph to its original size by using the Auto Arrange option. This option can be accessed from the Graph menu of the Report Editor. Prerequisites • A graph with a 3D graph style has been created. To resize a 3D graph using Auto Arrange 1 View a report in Graph view, using one of the available 3D graph styles. 2 From the Graph menu, select Auto Arrange. 512 Formatting a graph report © 2012 MicroStrategy, Inc. Advanced Reporting Guide Graphing 9 Scaling a graph Configuring the scaling of your graph is one of the most important steps in creating a clear and useful graph report. A graph’s scale determines the range of values that appears on your graph’s axes, which directly affects how data is presented on your graph. Scaling differs from resizing in that scaling determines how data is measured along each axis. Resizing does not affect actual measurements of data or how that data is presented as a graph. When you switch a report from Grid view to Graph view for the first time, the graph scaling is automatically set for you. For example, if revenue data does not exceed $5,000 in your grid report, then $5,000 may be set as the highest label on the Y-axis. To scale your graph efficiently, analyze the data on your grid report and then base your scaling decisions on that data. For example, if profit data on your grid report does not exceed $500,000, consider setting $500,000 as the maximum value on the appropriate axis. This allows elements on your graph such as bars in a Bar graph to be rendered at a considerable size, making it easier for you to view and analyze the data on your graph. Consider another example. In the report grid in the following image, notice there are no more than 1,049 active customers for any given month. Therefore, the labels on the Y-axis on the graph report do not exceed 1,200. When you switch a grid report to a graph, the scaling of the graph is automatically determined for you. In this case, MicroStrategy Desktop produces a graph whose Y-axis does not exceed 1,200. This scaling allows the bars on the graph to appear at a considerable size, which makes the graph © 2012 MicroStrategy, Inc. Formatting a graph report 513 9 Graphing Advanced Reporting Guide more attractive and usable. The grid report and resulting graph report are shown below. While the automatic scaling displays the active and retained customer data effectively, notice that the new and lost customer data is difficult to interpret from this graph. Another option to improve the scaling of a graph is to use a dual Y-axis. These two axes can then be used to display metrics with similar values when the relative scale of some metric data is far different than the scale of other metric data on the graph. For example, the same graph is displayed below with a dual Y-axis that displays Active Customers and 514 Formatting a graph report © 2012 MicroStrategy, Inc. Advanced Reporting Guide Graphing 9 Retained Customers on one Y-axis, and New Customers and Lost Customers on another Y-axis. Notice in the graph above that by putting the metrics on separate Y-axes, the scale is improved for the data and all data is easier to interpret and analyze. To further adjust the scale of the graph, you can change the top Y-axis to have a maximum of 1,100 and a minimum of 900. Additionally, you can change © 2012 MicroStrategy, Inc. Formatting a graph report 515 9 Graphing Advanced Reporting Guide the bottom Y-axis to have a maximum of 50. This modified graph is shown below. Notice how defining a minimum of 900 for the top graph provides more clarity to the Active Customers and Retained Customers metric values. It is now much easier to see the differences in active and retained customers for each month. This shows that it is just as important to define a good minimum value for a graph as it is to define a good maximum value. Also, defining a slightly smaller maximum of 50 for the bottom graph has provided a small improvement to the display of data. The procedure below show you how to manually define the scale of your graph. Steps are provided to adjust scaling in both Desktop and MicroStrategy Web. Scaling a graph in Desktop Prerequisites • A graph report has been created. • You are logged in to a project using MicroStrategy Desktop. 516 Formatting a graph report © 2012 MicroStrategy, Inc. Advanced Reporting Guide 9 Graphing To manually scale a graph 1 In Desktop, view a report in Graph view. 2 Select one of the data labels along any of the axes on your graph. 3 From the Graph menu, select Grids and Scales. The Preferences dialog box opens. 4 Underneath the Axes category, select one of the available Y-axis categories. If the graph uses a dual Y-axis you can define the minimum and maximum values for the two Y-axes. To define a graph to use a dual Y-axis, see Defining a graph to use a dual Y-axis in Desktop, page 518. If the graph uses three-dimensional formatting, you can define the minimum and maximum values for the X-axis and the Y-axis. 5 In the Use Manual Setting area, select the Maximum Value and Minimum Value check boxes. You can then type in the maximum and minimum values to define for the Y-axis of the graph. a manual maximum and minimum value for a graph Ifaxis,youthedefine axis is not recalculated when modifying the objects or filtering for a graph. This can cause the axis to not adequately represent the graph data when the data displayed for the graph changes. If the data on a graph changes, you can clear the Maximum Value and Minimum Value check boxes and click Apply to allow the graph to automatically recalculate the size of the axis. You should avoid defining manual maximum and minimum values for graphs that are frequently modified such as graphs that use prompts. 6 If the graph uses a dual Y-axis you can also define the minimum and maximum values for the second Y-axis. If the graph uses three-dimensional formatting, you can also define the minimum and maximum values for the X-axis. 7 Click Apply to accept and apply your changes. 8 Click OK to return to the graph. © 2012 MicroStrategy, Inc. Formatting a graph report 517 9 Graphing Advanced Reporting Guide Defining a graph to use a dual Y-axis in Desktop The procedure below show you how to define a graph to use a dual Y-axis, which can improve the scale of the graph to match the available data. Prerequisites • A graph report has been created. It must be displayed as one of the following graph types which can support a dual Y-axis: Area Bar Line Scatter Polar Radar Bubble • Two or more objects (commonly metrics) are included in the series of the graph report. • You are logged in to a project using MicroStrategy Desktop. To use a dual Y-axis in Desktop 1 In Desktop, view a report in Graph view. 2 From the Graph menu, select Graph Options. The Preferences dialog box opens. 3 Select the Layout category. 4 Select the Dual Axis check box. This displays each Y-axis overlaid on top of the other, with each axis using a different color. 5 If you want each Y-axis to be displayed separately, select the Split Dual Axis check box. Displaying a dual Y-axis in this manner can make the graph easier to analyze and interpret. 6 Select the Dual Y Options category To define which Y-axis each series object (commonly metrics) is displayed on. 518 Formatting a graph report © 2012 MicroStrategy, Inc. Advanced Reporting Guide Graphing 9 7 Select series objects in the Primary Axis or Secondary Axis panes and use the arrow button to change the axis the series object is displayed on. You should include series objects on the same axis if they have similar data ranges. For example, review the reports described in Scaling a graph, page 513 which use one Y-axis for metrics that have values between 900-1,000 and use a second Y-axis for metrics that have values between 0-50. created in MicroStrategy 9 and later versions distribute Graphs series objects evenly between the Primary Axis and Secondary Axis by default. Graphs updated from pre-9 MicroStrategy releases may use a different default dual Y-axis order for the series objects. These default orders can be changed using the arrow buttons available. 8 If you selected to split each Y-axis you can also define the following options: • Split Position: Defines what percentage of the displayed graph is taken up by each axis. Use the slider to see a sample of how the display changes on the left. • Show Axis Split: Displays or hides the dual axes split line. This provides additional visual separation between each axis. 9 Click Apply to accept and apply your changes. 10 Click OK to return to the graph. Scaling a graph in MicroStrategy Web You can set whether Y-axis values display on the graph and, if so, what minimum and maximum values to use on the scale. You can also specify the interval or steps to use. To scale a graph report in MicroStrategy Web 1 Click the name of a report to execute it. Display the report in either Graph view or Grid and Graph view. 2 From the Format menu, select Graph. The Format: Graph dialog box opens. © 2012 MicroStrategy, Inc. Formatting a graph report 519 9 Graphing Advanced Reporting Guide 3 On the Axes tab, select from the following options. For details about each option, click Help. • To specify the scaling for the Y1-axis, type a maximum, minimum, and grid interval in the Y1 Axis Values - Use Manual Setting area. • To specify the scaling for the Y2-axis, type a maximum, minimum, and grid interval in the Y2 Axis Values - Use Manual Setting area. • To adjust the position of the Y1 and Y2 axes, change the properties in the Dual Y Options area. 4 Click OK to apply the changes to the graph. Displaying off-scale values in a graph MicroStrategy Desktop allows you to specify a range of values for which to display items in a graph. However, some graph items may fall outside a given range. When this occurs, you can use the Off-scale Value Display drop-down list to change how they are displayed. There is a separate setting for each axis in a graph. The display options are: • Hide Values: This option hides all elements which fall outside the specified minimum or maximum range for a graph. In the graph below, 520 Formatting a graph report © 2012 MicroStrategy, Inc. Advanced Reporting Guide Graphing 9 all data points representing a Customer Satisfaction Index of more than four have been removed from view. • Show Values: This option displays all elements which fall outside of the specified range. These elements continue off the specified axes and are only constrained by the size of the graph area. In the graph below, data points with a Customer Satisfaction Index of more than four are shown continuing off the top of the graph. © 2012 MicroStrategy, Inc. Formatting a graph report 521 9 Graphing Advanced Reporting Guide • Clip Values: This option shows elements that fall outside the specified range, but forces them to fit into the graph by clipping them to the side. In the graph below, data points with a Customer Satisfaction Index of more than four can be seen clipped to the top of the graph. The procedure below details how to specify an off-scale display option for a graph. Prerequisites • You are logged in to a project using MicroStrategy Desktop. • A graph report has been created. • A range of values has been specified for at least one axis. For more information on defining ranges for graphs, see Scaling a graph, page 513. • The graph includes graph elements which fall outside of the specified range. These steps can be completed without elements outside of the graph range, but the changes will not be visible. To change the display of off-scale values 1 In Desktop, view a report in Graph View. 522 Formatting a graph report © 2012 MicroStrategy, Inc. Advanced Reporting Guide 9 Graphing 2 On the Graph menu, select Grids and Scales. The Preferences dialog box opens. 3 Expand the Axes category, and then expand the axis for which to modify the display of off-scale values. 4 Select the Grids and Scales category. The Grids and Scales options are displayed. 5 From the Off-scale Value Display drop-down list, select one of the following options: • Hide Values • Show Values • Clip Values 6 Click Apply to apply changes. 7 Click OK to exit the Preferences dialog box. 8 From the File menu, select Save to save the display change. Saving and applying a custom graph style After a graph has been created, you can save its formatting properties as a template file to apply to other graphs later. The template file is saved with a .3TF extension. Suppose you format a graph report in a certain way and want other graph reports to have the same look and feel as that graph report. For example, you format a Bar graph so the bars are green and bevelled, while the data labels are colored orange. You can name and save this formatted report as a template file. The template file is essentially a new graph style. When you apply the new graph style to other graphs, the graphs are automatically formatted according to your custom style. For example, if your custom style’s formatting includes Pie charts in an Impact color scheme, the graph’s formatting is updated to include Pie charts in that specific color scheme. Applying custom graph styles to reports is especially convenient if you want several graph reports in your project to have the same look and feel. Instead © 2012 MicroStrategy, Inc. Formatting a graph report 523 9 Graphing Advanced Reporting Guide of manually adjusting the formatting elements of each graph, you can apply the same custom graph style to the reports. The following procedures guide you in saving and then applying a custom graph style to a report. For an example of how custom graph styles can be saved and applied, see Example: Saving and applying a custom graph style, page 525. To save a custom graph style 1 Select the report to use as a style template and display the report in Graph view. 2 From the Graph menu, select Save Graph Style. The Save Graph Style dialog box opens. 3 Select the name of an existing file or type a new name in the File name field. Notice that the file extension must be .3TF. 4 Click Save to save the graph’s formatting as a separate template file. Follow the procedure below to apply this graph style to another graph. cannot access the custom graph styles you create from the Graph You Styles dialog box. You must follow the steps in this procedure to access and apply any custom graph styles. To apply a custom graph style to a graph 1 Select the report to which you want to apply the custom graph style, and display the report in Graph view. 2 From the Graph menu, select Apply Graph Style. The Apply Graph Style dialog box opens. 3 Navigate to the custom graph style of your choice. The extension for custom graph styles is .3TF. 4 Select the file and click Open. Your graph is updated with the formatting that is part of the graph style template you selected. 524 Formatting a graph report © 2012 MicroStrategy, Inc. Advanced Reporting Guide 9 Graphing Example: Saving and applying a custom graph style The following example demonstrates how you can save a formatted graph as a new, custom graph style, and then apply the new graph style to another graph. Notice the following formatting qualities of the graph report below: • The large font of the title • The Line graph style that uses different colors • Markers are displayed as small triangles for each data point • The legend appears below the graph rather than on the right side • The legend labels do not include the metric name Revenue by selecting the Suppress last level labels option in the Graph Preferences dialog box within the Options: General category You save this specific graph formatting as a new graph style. For the steps to take to save graph formatting as a new graph style, see Saving and applying a custom graph style, page 523. © 2012 MicroStrategy, Inc. Formatting a graph report 525 9 Graphing Advanced Reporting Guide Now that you have saved the new graph style, you are considering applying the style to the following graph report. When you apply the custom graph style to the report above, the report’s formatting changes according to your custom graph style, as shown in the image below. 526 Formatting a graph report © 2012 MicroStrategy, Inc. Advanced Reporting Guide 9 Graphing The overall formatting of the Sales by Region report was updated according to the custom graph style you created from another report. Choosing a graph image format for HTML documents and Web When you create and save a graph in MicroStrategy Desktop, you should consider whether users will access the graph in MicroStrategy Web, for example, in a report or HTML document. The image format assigned to a graph report directly affects how the graph is executed in graphs and HTML documents in MicroStrategy Web. background information on HTML documents, see the Desktop For Help. The format you choose affects the quality of the graph and how quickly it is displayed in MicroStrategy Web, as described in the procedure below. For example, when a graph is saved as a GIF, it is loaded quickly in MicroStrategy Web, but does not present color gradients and other visual effects well. You can determine the image file format in which to save the graphs in your graph reports in MicroStrategy Desktop. To select an image file format for a graph report in MicroStrategy Desktop 1 Select the graph to modify and open it in Graph view in MicroStrategy Desktop. 2 From the Graph menu, select Preferences. The Preferences dialog box opens. 3 Under Options, select Graph Type. 4 From the Show graph in format drop-down list, select an image format. The following section lists each image format and provides information on whether or not the format is recommended for use in HTML documents or MicroStrategy Web: • GIF: Produces the smallest file sizes and therefore allows for the fastest report execution. However, it is not recommended for HTML © 2012 MicroStrategy, Inc. Choosing a graph image format for HTML documents and Web 527 9 Graphing Advanced Reporting Guide documents and MicroStrategy Web because it may not display color gradients and some other color elements correctly. • PNG: Produces the second largest file sizes. While it is generally recommended for HTML documents and MicroStrategy Web, it is not recommended for any graphs that include color gradients because gradients are not displayed correctly. • JPEG: Produces the largest file sizes. It is recommended for HTML documents and MicroStrategy Web because it allows color features such as gradients to be displayed correctly. • BMP: Generally not recommended for HTML documents and MicroStrategy Web because it may not display color gradients and some other color elements correctly. 5 Click OK. Save the graph report to apply the image format changes to it. Exporting and sharing graphs In addition to viewing graphs in MicroStrategy Desktop or Web, graphs can also be exported as various file types or copied into third-party applications such as Microsoft PowerPoint or Excel. This allows you to provide graphs to your user community in various formats and file types. Exporting graphs You can export a MicroStrategy graph into file types such as HTML, PDF, Microsoft Word document, and Microsoft Excel document. This allows you to share MicroStrategy graphs as various file types that meet the needs of your user community. For example, you can export a graph to a PDF to share the graph with a user community that does not have access to MicroStrategy Desktop or Web. The procedure below shows you how to export a MicroStrategy graph. To export MicroStrategy graphs 1 In MicroStrategy Desktop or Web, log in to a MicroStrategy project. 528 Exporting and sharing graphs © 2012 MicroStrategy, Inc. Advanced Reporting Guide Graphing 9 2 Browse to a MicroStrategy graph and execute it as a graph. 3 Export the MicroStrategy graph to the desired file type, using one of the following procedures: • In Desktop, from the Data menu, point to Export To, and select from the following export options: – MS Excel – MS Word – HTML File – PDF The MicroStrategy graph is created as the selected file type. • In Web, from the Home menu, click Export, and select from the following export options: – PDF – Excel with formatting – HTML If export options are displayed, select your desired export options and formatting. For information on the available export options, click Help. Click Export. The MicroStrategy graph is created as the selected file type. Copying graphs into third-party applications You can copy MicroStrategy graphs from MicroStrategy Desktop directly into third-party applications. This allows you to share MicroStrategy graphs through other applications that meet the needs of your user community. For example, while viewing a graph in MicroStrategy Desktop, you can copy the graph display and paste it into a Microsoft PowerPoint presentation. You can also copy graphs into other Microsoft Office applications such as Microsoft Word and Excel, as well as other document-authoring applications. MicroStrategy Office, you can fully integrate MicroStrategy With reports and documents into your Microsoft Office applications. © 2012 MicroStrategy, Inc. Exporting and sharing graphs 529 9 Graphing Advanced Reporting Guide MicroStrategy reports and documents can then be refreshed with the most recent data available in your MicroStrategy environment. For information on using and configuring MicroStrategy Office, see the MicroStrategy Office User Guide. The procedure below shows you how to copy a MicroStrategy graph into third-party applications. To copy MicroStrategy graphs into third-party applications 1 In Desktop, log in to a MicroStrategy project. 2 Browse to a report, right-click the report and select Run. The Report Editor opens. 3 If the report is not displayed as a graph, from the View menu, select Graph View. 4 Modify and format the graph to fit your needs. When copying a graph, only the information that is currently displayed is copied. If data is on another page of the graph, you must copy that page separately or define the graph to fit all data on one page. For information on displaying data on a single page for a graph, see Displaying graph data without scrollbars, page 418. 5 From the Edit menu, select Copy. 6 Open the third-party application to include the MicroStrategy graph in such as Microsoft PowerPoint or Excel. 7 With the application open, select an area that allows images to be displayed such as a PowerPoint slide or a cell in an Excel spreadsheet. Perform the action required to paste the MicroStrategy graph into the third-party application. A common technique to perform this action is to right-click the area to copy the MicroStrategy graph to, and select Paste. The MicroStrategy graph is included in the third-party application. 530 Exporting and sharing graphs © 2012 MicroStrategy, Inc. Advanced Reporting Guide Graphing 9 Using interactive graph visualizations in documents: Widgets If you are interested in creating and using interactive, Flash-based graph visualizations in Report Services documents, you may want to consider using widgets in the documents. A widget is a type of Report Services control that presents data in a visual and interactive way. You can think of widgets as interactive Flash-only graphs that dynamically update when you select a new set of data to view. You can even use some types of widgets to manually select a set of data to analyze. There are a number of widget types available, such as the Gauge or Interactive Stacked Area widget. Although each type of widget looks different and is used in a unique way, the main purpose of widgets is the same: to provide document analysts with a visual and interactive representation of their data. Widgets are not available in reports; they are available only in Report Services documents. For more information, including instructions on how to add widgets to your Report Services documents, see the MicroStrategy Report Services Document Creation Guide. © 2012 MicroStrategy, Inc. Using interactive graph visualizations in documents: Widgets 531 9 Graphing 532 Using interactive graph visualizations in documents: Widgets Advanced Reporting Guide © 2012 MicroStrategy, Inc. 10 DISPLAYING INFORMATION ABOUT REPORTS: REPORT DETAILS 10. Introduction You can determine what information appears in the Report Details pane for all reports viewed on your machine. You can configure the following report details: • Filter details, which display the report filter and report limit by default, although other types of filters can be displayed • Report limit details, which display the report limit • Prompt details, which display the prompt information for all prompts in the report • Report details, which display the complete report details, including report description, prompt details, filter details, and template details • Template details, which display the complete template details, including attribute and metric details © 2012 MicroStrategy, Inc. 533 10 Displaying Information about Reports: Report Details Advanced Reporting Guide The following image displays the report description, report filter, and report limits information in the Report Details pane in a report: You can configure different options for different types of report details. For example, you can select whether to include view filter information or the attribute name in the filter details. For report details, you can choose whether to include information on prompts or filters. For complete descriptions of all the report detail options, see Configuring report details properties, page 537. Displaying report details The report details are displayed in the Report Details pane, which can be displayed when you open a report. By default, report details are enabled so that the Report Details pane is automatically displayed when you open a report. You can disable report details so that they do not display when the report is opened. For instructions to enable or disable report details, see Enabling and disabling report details, page 535. Regardless of this setting, report details can be hidden or viewed after a report is opened. For instructions, see the following procedure. 534 Displaying report details © 2012 MicroStrategy, Inc. Advanced Reporting Guide 10 Displaying Information about Reports: Report Details To display or hide report details in a report 1 Open a report. You can edit it or execute it. 2 From the View menu, select Report Details. • If the Report Details pane was hidden, it appears at the top of the report. • If the Report Details pane was displayed, it is hidden. Enabling and disabling report details By default, report details are enabled so that you can view them in any report. You can disable report details so that they do not display when the report is opened. If you have disabled them, you can enable them again. To enable or disable report details 1 In Desktop, from the Tools menu, choose Desktop Preferences. The Desktop Preferences dialog box opens. 2 Click the Report category to open it, and then click Report Details. 3 The Show report details check box governs whether the report details are displayed automatically: • To enable report details, select the check box. • To disable report details, clear the check box. 4 Click OK to save your changes. Levels of report details configuration You can configure: • All the auto text codes in a specific text field in a document, from the Properties dialog box (the text field level) © 2012 MicroStrategy, Inc. Levels of report details configuration 535 10 Displaying Information about Reports: Report Details • Advanced Reporting Guide All the auto text codes in a specific document, from the Document Properties dialog box (the document level) information on configuring auto text codes in documents, see the For MicroStrategy Report Services Document Creation Guide. • The report details in the Report Editor, from the Report Details Formatting option (the report level) • All the report details in a project, using the Project Configuration Editor (the project level) The list above also shows the order of precedence. The configuration of a particular text field in a document overrides the configuration at the document level, which overrides the configuration in the related dataset report, which overrides the project configuration. For example, if a property is set one way for the project and another for the report, the report setting takes precedence. The report details properties at the report and project levels are the same; the only differences are where you configure the properties and what they affect. For complete descriptions of all the report detail options, see Configuring report details properties, page 537. Interaction of report details preferences and report details for reports The report details preferences specified in the Desktop Preferences dialog box specify which types of report details are displayed. These preferences override some of the report details that are configured in the Report Details Properties dialog box in the Project Configuration Editor and the Report Editor. For example, you choose prompt details as a report details preference. When you open a prompted report, the name of each prompt and its prompt answers are displayed in the Report Details pane. You cannot remove the prompt details display from that report, unless you remove prompt details as a report details preference or disable report details preferences. In the report itself, however, you can configure how the prompt details are displayed, such as whether the title of the prompt is displayed. The report details preferences specify whether the following types of report details are displayed: • Report description • Prompt details 536 Levels of report details configuration © 2012 MicroStrategy, Inc. Advanced Reporting Guide Displaying Information about Reports: Report Details • Filter details • Definition of shortcut filters, as opposed to the filter name • View filter details • Template/metric details 10 You can change this behavior by disabling the report details preferences, which allows the report details properties to be used instead. You can disable the report details preferences when you save changes to the report details properties or by using the Desktop Preferences dialog box. For instructions to disable them by using the Desktop Preferences dialog box, see the procedure below. For more information about the report details preferences in general, see Enabling and customizing report details preferences, page 576. report details preferences do not affect auto text codes in The documents; the preferences only impact reports. To disable report details preferences 1 From the Tools menu in Desktop, choose Desktop Preferences. The Desktop Preferences dialog box opens. 2 Click the Report category to open it, and then click Report Details. 3 To use the report details properties instead of the report details preferences, clear the Apply these Desktop preferences to the Report Details check box. 4 Click OK to save your changes. Configuring report details properties You can configure the following types of report details: • Filter details, which display the report filter and report limit by default, although other types of filters can be displayed. • Report limit details, which display the report limit. © 2012 MicroStrategy, Inc. Configuring report details properties 537 10 Displaying Information about Reports: Report Details Advanced Reporting Guide • Prompt details, which display the prompt information for all prompts in the report. • Report details, which display the complete report details, including report description, prompt details, filter details, and template details. • Template details, which display the complete template details, including attribute details and metric details. You can configure different options for different types of report details. For example, you can select whether to include view filter information or the attribute name in the filter details. For report details, you can choose whether to include information on prompts or filters. For a complete list of the report detail properties, see: • Configuring the display of object name delimiters for report details, page 538 • Configuring report details, page 540 • Configuring the template details, page 544 • Configuring the prompt details, page 553 • Configuring the filter details, page 559 report details properties at the report and project levels are the The same; the only differences are where you configure the properties and what they affect. Configuring the display of object name delimiters for report details One property, Use delimiters around metadata object names, is used in all the different types of report details. Metadata objects include attributes and metrics. Delimiters are the characters around these objects which set them off from other text. Braces (that is, {}) are used as delimiters. You can select whether to: • Display delimiters for all metadata objects • Omit delimiters for all metadata objects 538 Configuring report details properties © 2012 MicroStrategy, Inc. Advanced Reporting Guide • Displaying Information about Reports: Report Details 10 Display delimiters only for those objects that contain a special character (Automatic) characters are characters other than a - z, A - Z, 0 - 9, #, _, Special and . (period). For example, the following report filter shown in the Report Details pane displays delimiters: You can also choose to inherit the setting instead, as described in Levels of report details configuration, page 535. To configure the display of object name delimiters 1 Do one of the following to access the Report Details Properties dialog box: • To configure the report details for the entire project: a In MicroStrategy Desktop, right-click the project that you want to work with, and select Project Configuration. The Project Configuration Editor opens. b In the Categories list, expand Project Definition, and then select Document and Reports. c • Click Report Details Properties. To configure the report details for a specific report: a Open the report. You can either edit it or execute it. b From the Data menu, select Report Details Properties. 2 Click the General tab. 3 From the Use delimiters around metadata object names drop-down menu, select one of the following options: © 2012 MicroStrategy, Inc. Configuring report details properties 539 10 Displaying Information about Reports: Report Details Advanced Reporting Guide • No to omit delimiters for all metadata objects • Yes to display delimiters for all metadata objects • Automatic to display delimiters only for those objects that contain a special character default, this setting inherits the project setting, as described in ByLevels of report details configuration, page 535. You can return to this default by selecting <default> from the drop-down list. 4 Click OK to return to the report. 5 If report details preferences are enabled, a message opens, indicating that some of your changes may not be applied to the report. Object name delimiters are not affected by report details preferences, so click No to keep report details preferences enabled. For more information about report details preferences in general, see Enabling and customizing report details preferences, page 576. Configuring report details Report details display information about the report, including the report description, prompt details, filter details, and template details. You can choose whether to include or omit the following: • Report Description (the short description of the report) • Prompt Details (the prompts on the report) • Filter Details (the report filter, view filter, and report limits) • Template Details (the objects on the report and the metric definitions) You can also choose to inherit the setting instead, as described in Levels of report details configuration, page 535. Report details: Examples The following report sample shows the report details, as well as a portion of the executed report. Notice that the report description, report filter, report 540 Configuring report details properties © 2012 MicroStrategy, Inc. Advanced Reporting Guide Displaying Information about Reports: Report Details 10 limits, view filter, and template information are displayed. The report limits information is blank because the report does not include a report limit. The template information may not be valuable to you, but you do need to know how the report is filtered, how the metrics are calculated, and which employees are included on the report. In addition, the report description is not very informational in this case. The image below shows the same report, © 2012 MicroStrategy, Inc. Configuring report details properties 541 10 Displaying Information about Reports: Report Details Advanced Reporting Guide but the report details have been configured to display only the information that you need. Interaction of report details preferences and report details for reports Ensure that the report details preferences are disabled, which allows the report details properties to be used instead. For more information on report details preferences, see Enabling and customizing report details preferences, page 576. can disable the report details preferences when you save changes You to the report details properties (as described in the following procedure) or by using the Desktop Preferences dialog box (for instructions, see To disable report details preferences, page 537). If you do not disable the report details preferences, they override some of the report details properties that deal with the content of the report details. These include whether the following types of report details are displayed: • Report description • Prompt details • Filter details • Template/metric details If the report details preferences specify that a type of report details is not displayed, you cannot display that type using the Report Details Properties dialog box. 542 Configuring report details properties © 2012 MicroStrategy, Inc. Advanced Reporting Guide 10 Displaying Information about Reports: Report Details If the report details preferences specify that a type of a report details is displayed, you cannot hide that type using the Report Details Properties dialog box. You can use the Report Details Properties dialog box to configure how that type is displayed, however. To configure the report details 1 Disable the report details preferences, if you have not already done so. For instructions, see To disable report details preferences, page 537. 2 Do one of the following to access the Report Details Properties dialog box: • To configure the report details for the entire project: a In MicroStrategy Desktop, right-click the project that you want to work with, and select Project Configuration. The Project Configuration Editor opens. b In the Categories list, expand Project Definition, and then select Document and Reports. c • Click Report Details Properties. To configure the report details for a specific report: a Open the report. You can either edit it or execute it. b From the Data menu, select Report Details Properties. 3 Click the General tab. default, each setting on this tab inherits the project setting, as Bydescribed in Levels of report details configuration, page 535. You can return to this default by selecting <default> from the drop-down list. 4 To determine whether or not to include the report's short description, select Yes or No from the Report Description drop-down list. 5 To determine whether or not to include the prompts on the report, select Yes or No from the Prompt Details drop-down list. 6 To determine whether or not to include the report filter, view filter, and report limits, select Yes or No from the Filter Details drop-down list. © 2012 MicroStrategy, Inc. Configuring report details properties 543 10 Displaying Information about Reports: Report Details Advanced Reporting Guide 7 To determine whether or not to include the objects on the report and the metric definitions, select Yes or No from the Template Details drop-down list. 8 Click OK to close the Report Details Properties dialog box. 9 If report details preferences are enabled, a message opens, indicating that some of your changes may not be applied to the report, as described in Interaction of report details preferences and report details for reports, page 542. To disable report details preferences, click Yes. The changes that you made affect the display of report details in this report, and report details preferences are disabled for all reports. To keep report details preferences enabled, click No. The report details preferences override the changes that you made. Configuring the template details The template of a report contains: • The group of objects (attribute, metrics, custom groups, and so on) that defines the columns of data to be included in the report • The layout and format of these objects The template details in the Report Details pane display information about the objects on the report, but do not include layout and format information. To configure the template details, you can: • Choose whether to include the report objects from the base report or from the view. A view report is created when you move objects from the grid of a report to the Report Objects, use a view filter, or create a derived metric. The report before you made these kinds of modifications is referred to as the base report. The template details can show all the objects on the report, regardless of whether they are on the report grid, if you select Base. If you select View, only those objects on the report grid are included in the template details. See Including objects from the base or view report, page 545 for a more detailed description and examples. 544 Configuring the template details © 2012 MicroStrategy, Inc. Advanced Reporting Guide Displaying Information about Reports: Report Details 10 • Determine whether the template name of the report is displayed. If you choose to display the template name, you can also select whether or not to identify an embedded template as a local template. An embedded template is one that is part of the report, as opposed to a template saved as a stand-alone object. See Displaying the base template name, page 547 for a more detailed description and examples. • Determine whether the short description of the template is included. If the template is embedded or does not have a description, the template description line is not displayed. • Determine whether report objects other than metrics (such as attributes and consolidations) are listed. • Determine whether the metrics on the report are listed. • If metrics are displayed, select whether or not to display each of the following: Conditional metrics only Metric formulas Metric dimensionality Metric conditionality Metric transformation you choose to inherit whether metrics are displayed, these Ifsettings are also inherited. For the procedure to configure the template details, see To configure the template details, page 550. Including objects from the base or view report You create a view report if you do any of the following: • Move objects from the grid of a report to the Report Objects • Use a view filter • Create a derived metric The report before you made these kinds of modifications is referred to as the base report. The template details can show all the objects on the report, regardless of whether they are on the report grid, if you select Base. If you © 2012 MicroStrategy, Inc. Configuring the template details 545 10 Displaying Information about Reports: Report Details Advanced Reporting Guide select View, only those objects on the report grid are included in the template details. Base or view report property: Examples For example, a report contains the metrics Revenue, Cost, and Profit, but Profit is not on the report grid. Profit is only displayed in the Report Objects. • If you set Units from View or Base to Base, all three metrics show in the Report Details pane, as shown below: 546 Configuring the template details © 2012 MicroStrategy, Inc. Advanced Reporting Guide • Displaying Information about Reports: Report Details 10 If you set Units from View or Base to View, only Revenue and Cost are shown in the Report Details pane, as shown below: Displaying the base template name When you save a report that you created using a stand-alone template, you can either: • Retain the shortcut to the template, so that changes made to the template are propagated to the report. • Create a local copy of the template, which embeds the template in the report. Changes made to the template are not propagated to the report. You can use the Base Template name property to indicate whether or not a report uses a stand-alone template, and to display a stand-alone template’s name. • To determine whether a report uses a stand-alone template, set the Base Template name property to Automatic. A stand-alone template displays the template’s name. An embedded template does not display a name. A report that does not use a template does not display a name. © 2012 MicroStrategy, Inc. Configuring the template details 547 10 Displaying Information about Reports: Report Details • • Advanced Reporting Guide To always display a template name, set the Base Template name property to Yes. A stand-alone template displays the template’s name. An embedded template displays as Local Template. A report that does not use a template displays as Local Template. To hide the template name, set the Base Template name property to No. Nothing is displayed. Base template name property: Examples For example, create a template containing the Region attribute and the Revenue metric. Save it as Regional Revenue Template. Create a filter for the Books category. Create a report with the Regional Revenue Template and the Books filter. Save the report as Template + Filter. When prompted, choose to retain the shortcut to the template, so that the template is not embedded in the report. In the Report Details Properties dialog box, display template details and set Base Template name to Automatic. Because the template is a stand-alone template, its name is displayed in the Report Details pane, as shown below: Save the report as Embedded Template + Filter. When prompted, create a local copy of the template. The template is now embedded in the report. If you change the Regional Revenue Template, the Template + Filter report changes accordingly but the Embedded Template + Filter report does not. 548 Configuring the template details © 2012 MicroStrategy, Inc. Advanced Reporting Guide Displaying Information about Reports: Report Details 10 Close and re-open the report. Since the template is embedded and no longer stand-alone, it no longer has a name, as shown below. Change the Base Template name property to Yes, which forces a template name to be displayed. Since the embedded template does not have a name, it is displayed as a local template, as shown below: Create a third report. Do not use the template, but add Region, the Revenue metric, and the Books filter to it. In the Report Details Properties dialog box, display template details and set Base Template name to Automatic. Because no template was used to create the report, the template name is blank. Change Base Template name to Yes. The template name is displayed as Local Template. © 2012 MicroStrategy, Inc. Configuring the template details 549 10 Displaying Information about Reports: Report Details Advanced Reporting Guide You can also change the Base Template name setting to No so that the template name is not displayed, regardless of whether the report has an embedded template, a stand-alone template, or no template. Interaction of report details preferences and template details for reports Ensure that the report details preferences are disabled, which allows the report details properties to be used instead. For more information on report details preferences, see Enabling and customizing report details preferences, page 576. can disable the report details preferences when you save changes You to the report details properties (as described in the following procedure) or by using the Desktop Preferences dialog box (for instructions, see To disable report details preferences, page 537). If you do not disable the report details preferences, they override some of the report details properties that deal with the content of the report details. These include whether the template/metric details are displayed. If the report details preferences specify that the template/metric details are not displayed, you cannot display them using the Report Details Properties dialog box. If the report details preferences specify that the template/metric details are displayed, you cannot hide them using the Report Details Properties dialog box. You can use the Report Details Properties dialog box to configure how they are displayed, however. To configure the template details 1 Disable the report details preferences, if you have not already done so. For instructions, see To disable report details preferences, page 537. 2 Do one of the following to access the Report Details Properties dialog box: • To configure the template details for the entire project: a In MicroStrategy Desktop, right-click the project that you want to work with, and select Project Configuration. The Project Configuration Editor opens. 550 Configuring the template details © 2012 MicroStrategy, Inc. Advanced Reporting Guide 10 Displaying Information about Reports: Report Details b In the Categories list, expand Project Definition, and then select Document and Reports. c • Click Report Details Properties. To configure the template details for a specific report: a Open the report. You can either edit it or execute it. b From the Data menu, select Report Details Properties. 3 Click the General tab. 4 Ensure that template details are displayed (that is, Template Details is set to Yes). 5 Click the Template Details tab. default, each setting on this tab inherits the project setting, as Bydescribed in Levels of report details configuration, page 535. You can return to this default by selecting <default> from the drop-down list. 6 To select whether the base or view report is used, choose one of the following from the Units from View or Base drop-down list: • To include the report objects from the base report (that is, all the objects on the report, regardless of whether they are on the report grid), select Base. • To include the report objects from the view report (that is, only the objects on the report grid), select View. See Including objects from the base or view report, page 545 for a more detailed description and examples. 7 To select what is displayed for the template name, choose one of the following from the Base Template name drop-down list: • To display the template name for a stand-alone template and “Local Template” for other reports, select Yes. • To display the template name for a stand-alone template, but leave it blank for other reports, select Automatic. • To omit the template name for all types of reports, choose No. See Displaying the base template name, page 547 for a more detailed description and examples. © 2012 MicroStrategy, Inc. Configuring the template details 551 10 Displaying Information about Reports: Report Details Advanced Reporting Guide 8 To determine whether or not the short description of the template is included, select Yes or No from the Template Description drop-down list. the template is embedded or does not have a description, the Iftemplate description line is not displayed. 9 To determine whether or not report objects other than metrics (such as attributes, consolidations, and custom groups) are listed, select Yes or No from the Non-metric template units drop-down list. 10 To determine whether or not the metrics on the report are listed, select Yes or No from the Metrics drop-down list. 11 If metrics are displayed, select whether or not to display each of the following: • Only Conditional Metrics • Formula • Dimensionality • Conditionality • Transformation you choose to inherit whether metrics are displayed, these Ifsettings are also inherited. 12 Click OK to close the Report Details Properties dialog box. 13 If report details preferences are enabled, a message opens, indicating that some of your changes may not be applied to the report, as described in Interaction of report details preferences and template details for reports, page 550. To disable report details preferences, click Yes. The changes that you made affect the display of template details in this report, and report details preferences are disabled for all reports. To keep report details preferences enabled, click No. The report details preferences override the changes that you made. 552 Configuring the template details © 2012 MicroStrategy, Inc. Advanced Reporting Guide Displaying Information about Reports: Report Details 10 Configuring the prompt details The prompt details display the prompt information for all prompts in the report. You can configure: • Whether the prompt title and index (a number indicating the order of the prompts in the report) are displayed. • The text to display when a prompt is unanswered. The options are: Display nothing Display “Prompt Not Answered” Display “No Selection” Display “All/None” Whether the word “All” or “None” displays depends on the type of prompt. For example, an unanswered object prompt displays as “None”, because no objects are selected. An unanswered filter definition prompt displays as “All” because the report is not filtered and therefore all the objects appear on the report. • Whether and how to display the attribute name for the attribute element list prompts in the report. The options are: Display the attribute name (for example, Region) Omit the attribute name Repeat the attribute name for each prompt answer (for example, Region = North, Region = South) browse form of the attribute, which is displayed when a user The answers the prompt, is used to display the attribute elements in the prompt details. For information on browse forms, see the MicroStrategy Project Design Guide. • Whether to include unused prompts. An unused prompt occurs when you drill on a report that contains a prompt. The resulting child report can display or omit the prompt details from the parent. © 2012 MicroStrategy, Inc. Configuring the prompt details 553 10 Displaying Information about Reports: Report Details Advanced Reporting Guide Prompt details: Examples The Regional Revenue by Category report contains the Category and Region attributes, and the Revenue metric. It is prompted for Category and Region. The prompt details are configured to display the prompt titles and index. The prompt title is specified when the prompt is created (Category prompt and Region prompt in the example below), and the index is a number indicating the order of the prompts in the report (Prompt 1 and Prompt 2 below). If you change the prompt details to omit the prompt titles and index, only the prompt answers are displayed, as shown below: Both the Category and Region prompts are attribute element list prompts, so you can also specify whether and how to display the attribute name. In the example above, the attribute names are not displayed; only the selected attribute elements are listed. In the example below, the attribute names (Category and Region) are displayed. 554 Configuring the prompt details © 2012 MicroStrategy, Inc. Advanced Reporting Guide Displaying Information about Reports: Report Details 10 You can select whether to display the attribute name once for each prompt, or, as shown above, repeated for each prompt answer. The Category and Region prompts were answered in the previous examples, but sometimes users do not answer all the prompts. You can choose what to display when a prompt is not answered. You can select pre-defined text, or you can choose to display nothing at all. The pre-defined text includes: • Prompt Not Answered • No Selection • All/None Whether the word “All” or “None” displays depends on the type of prompt. For example, an unanswered object prompt displays as “None”, because no objects are selected. An unanswered filter definition prompt displays as “All” because the report is not filtered and therefore all the objects appear on the report. The following report sample is the same report as before, except that the Region prompt has been answered and the Category prompt has not. The prompt details for the Category prompt display the word “All”, meaning that all the categories are included on the report. Finally, you can choose whether to include unused prompts. An unused prompt occurs when you drill on a report that contains a prompt. The resulting child report can display or omit the prompt details from the parent. For example, drill down from Region to Call Center on the previous report. The child report, as shown below, displays the prompt details of the parent report (the original report). That is, the unused prompts are included. If the © 2012 MicroStrategy, Inc. Configuring the prompt details 555 10 Displaying Information about Reports: Report Details Advanced Reporting Guide original report instead did not include unused prompts, the Report Details pane would be blank. Interaction of report details preferences and prompt details for reports Ensure that the report details preferences are disabled, which allows the report details properties to be used instead. For more information on report details preferences, see Enabling and customizing report details preferences, page 576. can disable the report details preferences when you save changes You to the report details properties (as described in the following procedure) or by using the Desktop Preferences dialog box (for instructions, see To disable report details preferences, page 537). If you do not disable the report details preferences, they override some of the report details properties that deal with the content of the report details. These include whether the prompt details are displayed. 556 Configuring the prompt details © 2012 MicroStrategy, Inc. Advanced Reporting Guide 10 Displaying Information about Reports: Report Details If the report details preferences specify that the prompt details are not displayed, you cannot display them using the Report Details Properties dialog box. If the report details preferences specify that the prompt details are displayed, you cannot hide them using the Report Details Properties dialog box. You can use the Report Details Properties dialog box to configure how they are displayed, however. To configure the prompt details 1 Disable the report details preferences, if you have not already done so. For instructions, see To disable report details preferences, page 537. 2 Do one of the following to access the Report Details Properties dialog box: • To configure the prompt details for the entire project: a In MicroStrategy Desktop, right-click the project that you want to work with, and select Project Configuration. The Project Configuration Editor opens. b In the Categories list, expand Project Definition, and then select Document and Reports. c • Click Report Details Properties. To configure the prompt details for a specific report: a Open the report. You can either edit it or execute it. b From the Data menu, select Report Details Properties. 3 Click the General tab. 4 Ensure that prompt details are displayed (that is, Prompt Details is set to Yes). default, each setting on this tab inherits the project setting, as Bydescribed in Levels of report details configuration, page 535. You can return to this default by selecting <default> from the drop-down list. 5 To determine whether or not to include the prompt titles and index, select Title and Index or No Title or Index from the Include Prompt Titles drop-down list. © 2012 MicroStrategy, Inc. Configuring the prompt details 557 10 Displaying Information about Reports: Report Details Advanced Reporting Guide The prompt title is defined when the prompt is created, and the index is a number indicating the order of the prompts in the report. 6 To specify the text to display when a prompt is unanswered, select one of the following from the Replacement string for unanswered prompts drop-down list: • Blank • Prompt Not Answered • No Selection • All/None 7 To specify whether and how to display the attribute name for any attribute element list prompts in the report, select one of the following options from the Show attribute name for Attribute Element Prompts drop-down list: • To show the attribute names, select Yes. • To omit the attribute names, select No. • To repeat the attribute name for each prompt answer, select Repeated. 8 To specify whether or to not include unused prompts, select Yes or No from the Include unused prompts drop-down list. An unused prompt occurs when you drill on a report that contains a prompt. The resulting child report can display or omit the prompt details from the parent. 9 Click OK to close the Report Details Properties dialog box. 10 If report details preferences are enabled, a message opens, indicating that some of your changes may not be applied to the report, as described in Interaction of report details preferences and prompt details for reports, page 556. To disable report details preferences, click Yes. The changes that you made affect the display of prompt details in this report, and report details preferences are disabled for all reports. To keep report details preferences enabled, click No. The report details preferences override the changes that you made. 558 Configuring the prompt details © 2012 MicroStrategy, Inc. Advanced Reporting Guide 10 Displaying Information about Reports: Report Details Configuring the filter details section assumes that you are familiar with filters, especially the This different types of filters, stand-alone vs. embedded filters, and the components of filters. For background information, see the MicroStrategy Basic Reporting Guide. The filter details display information about the report filter and report limit used in the report by default, although other types of filters can be displayed. The filter details have many configuration properties, which can be grouped into the following categories. This list does not describe all the properties; it is only a summary. • You can configure the content of the filter details, by selecting which filter types to include (report filter, view filter, report limits, and so on) and how the filters are displayed. For example, you can select whether to include the name of the filter type and whether to display the report limits before or after view filters. See Configuring the content of the filter details, page 560 for descriptions of all these options. • For filters that contain attribute element list qualifications, you can configure how those lists are displayed. For example, you can specify whether to show the attribute name (such as Region or Category) and the separator between attribute names. See Configuring how attribute element list qualifications are displayed, page 566 for descriptions of all these options. • You can configure how attribute form and set qualifications in filters are displayed. For example, you can select whether to use names or symbols for the operators. See Configuring how attribute form and set qualifications are displayed, page 568 for descriptions of all these options. • You can configure how logical operators, which join multiple qualifications or filters, are displayed. For example, you can configure whether to include parentheses around conditions. See Configuring how logical operators are displayed, page 570 for descriptions of all these options. • You can configure whether aliases replace object names in the filter details. See Configuring whether to use aliases in the filter details, page 573 for a detailed description of this option. For the procedure to configure the filter details, see Configuring the filter details: Procedure, page 574. © 2012 MicroStrategy, Inc. Configuring the filter details 559 10 Displaying Information about Reports: Report Details Advanced Reporting Guide Interaction of report details preferences and filter details for reports Ensure that the report details preferences are disabled, which allows the report details properties to be used instead. For more information on report details preferences, see Enabling and customizing report details preferences, page 576. can disable the report details preferences when you save changes You to the report details properties (as described in Configuring the filter details: Procedure, page 574) or by using the Desktop Preferences dialog box (for instructions, see To disable report details preferences, page 537). If you do not disable the report details preferences, they override some of the report details properties that deal with the content of the report details. These include whether the filter details are displayed. If the report details preferences specify that the filter details are not displayed, you cannot display them using the Report Details Properties dialog box. If the report details preferences specify that the filter details are displayed, you cannot hide them using the Report Details Properties dialog box. You can use the Report Details Properties dialog box to configure how they are displayed, however. Configuring the content of the filter details You can choose whether or not to include each type of filter. The filter types are listed below: • Report Filter If the report filter is displayed, you can select whether or not to display the following: Report Filter Name. You can also select another option, Automatic. If Automatic is chosen, the report filter name is displayed for a stand-alone filter, but is omitted for an embedded filter. Report Filter Description. • Report Limits • View Filter 560 Configuring the filter details © 2012 MicroStrategy, Inc. Advanced Reporting Guide Displaying Information about Reports: Report Details 10 If the view filter is displayed, you can select whether or not to display the following: • Metric Qualification in the View Filter Drill Filter When the report is drilled on, determines whether or not the attribute element(s) drilled on are displayed in the report details of the drill report. For examples, see Drill filter: Examples, page 564. • Security Filter For each property, you can also choose to inherit the setting instead, as described in Levels of report details configuration, page 535. instructions for configuring the filter details are provided in Detailed the MicroStrategy Desktop Help. Filter types: Examples The following report displays some of the different filter types. © 2012 MicroStrategy, Inc. Configuring the filter details 561 10 Displaying Information about Reports: Report Details Advanced Reporting Guide The report filter is embedded, and the Report Filter Name property is set to Automatic, therefore no name is displayed for the report filter. If the Report Filter Name property was set to Yes instead, the report details would display as: Report Filter (Local Filter) Category = Books, Movies If the report filter was a stand-alone filter (that is, a filter created in the Filter Editor, not in the Report Editor), the name would display if the Report Filter Name property was set to Automatic or Yes. For example, if the report was filtered by the stand-alone filter named Southern Regions, the report details would display as: Report Filter (Southern Regions) Region = South, Southeast, Southwest The content of the filter types: Examples You can configure how the filters are displayed in the filter details by specifying the following properties: • Whether to include the names of the filter types (that is, Report Filter, View Filter, and so on). In the report sample above, the names are displayed. If the names are omitted, the filter details display as: (Local Filter): Category=Books, Movies Region=Northeast, Mid-Atlantic, Southeast • If the filter type name is included, specify whether to include empty expressions. An empty expression is a filter type that is not included on the report. For example, the report sample above lists report limits and view filter, even though the report does not contain either one. The filter details could instead display only those filter types that the report contains, such as: Report Filter (Local Filter): Category = Books, Movies Security Filter: 562 Configuring the filter details © 2012 MicroStrategy, Inc. Advanced Reporting Guide Displaying Information about Reports: Report Details 10 Region=Northeast, Mid-Atlantic, Southeast • Whether to add a new line after each filter type name, before the actual definition of the filter. For example, the report sample above includes a new line after each filter type name. If the line is omitted, the filter details display as: Report Filter (Local Filter): Category= Books, Movies Security Filter: Region=Northeast, Mid-Atlantic, Southeast • Whether to add a new line between the different filter types to help differentiate between them. For example, the report sample above includes the new line. If the line is omitted, the results are: Report Filter (Local Filter): Category= Books, Movies Security Filter: Region= Northeast, Mid-Atlantic, Southeast report sample above does not have a new line between the The filter types or after the filter type name. • Whether to show the report limits before or after the view filter. • Whether to expand shortcut filters, which are stand-alone filters used in the report filter. The options are: Show filter name Show filter definition Show name and definition In all cases, the definition of embedded filters is displayed. (An embedded, or local filter, does not have a name.) For example, Filter 1 is defined as Region = Northeast. A report contains the Category and Region attributes, as well as the Revenue metric. A local filter (that is, a filter defined in the Report Editor, not the Filter Editor) is created in the report, filtering on Books. Filter 1 is added to the report filter. If the filter name (Filter 1 in this case) is shown, the filter details look like the following: Report Filter: (Category = Books) And {Filter 1} © 2012 MicroStrategy, Inc. Configuring the filter details 563 10 Displaying Information about Reports: Report Details Advanced Reporting Guide If the filter definition (Region = Northeast in this case) is shown, the filter details look like the following: Report Filter: (Category = Books) And (Region = Northeast) If both are shown, the filter details look like the following: Report Filter: (Category = Books) And ({Filter 1}: Region= Northeast) Drill filter: Examples The drill filter is the attribute element(s) that you selected when you drilled on the report. The drill filter is displayed in the drill report, that is, the report created by the drilling. For example, a report contains the Category and Region attributes, as well as the Revenue and Profit metrics. A portion of the report is shown below. Notice that the Report Details pane is blank—although filter details have been included, the only kind of filter that is displayed is the drill filter. Since this report is not a drill report, nothing is displayed. 564 Configuring the filter details © 2012 MicroStrategy, Inc. Advanced Reporting Guide Displaying Information about Reports: Report Details 10 Drill on the report from Books/Central down to Call Center, as shown above. Now the Report Details pane displays the drill filter information, that Books and Central were selected when the drill was performed. If the drill filter was turned off, the Report Details pane would be blank in the drill report. If you drill from an attribute (as opposed to selecting elements), a drill filter is not created. The report is not filtered; it is just displayed at a different level. For instance, select the Region attribute instead of the Central region (an element of the Region attribute) in the original report, as shown below. The resulting drill report is displayed below. The report is the same as the original, but at the Call Center level rather than Region. All regions and all categories are still displayed, unlike the first drill report that was filtered for Books and Central. In other words, the report is not filtered, so the drill filter © 2012 MicroStrategy, Inc. Configuring the filter details 565 10 Displaying Information about Reports: Report Details Advanced Reporting Guide details are not displayed and the Report Details pane remains blank, because a drill filter was not created. Configuring how attribute element list qualifications are displayed A filter can contain an attribute element list qualification, which qualifies on a list of attribute elements. For example, you can use an attribute element list qualification on the attribute Customer, in a report, to return data only for those customers that you specify in your list. For more information on attribute element list qualifications, see the MicroStrategy Basic Reporting Guide. For these filters, you can configure how the lists are displayed using the following properties. Examples are included below the list, on page 567. 566 Configuring the filter details © 2012 MicroStrategy, Inc. Advanced Reporting Guide Displaying Information about Reports: Report Details 10 • Show attribute name for In List conditions: Determines whether or not the name of the attribute in the filter’s attribute element list is displayed. The name can also be repeated for each attribute element (for example, Region = Northeast, Region = Mid-Atlantic). • Separator after attribute name: Specifies the characters that separate the attribute name from the attribute element. To specify a separator, you must clear the Inherit check box before you can type in the Separator after attribute name field. • New line after attribute name: Determines whether or not the attribute name and its element display on separate lines. • Separator between last two elements: Specifies the text that separates the last two attribute elements in the list. The choices are: or and comma (the character is used, not the text) custom (in the Custom separator field, type the characters to use as the separator) • New line between elements: Determines whether or not each attribute element displays on a separate line. • Trim elements: Determines whether extra spaces in the attribute elements are deleted. For example, an element of an account attribute is PSI2415 : 10 : COMMERCIAL. If Trim elements is enabled, the attribute is displayed as PSI2415:10:COMMERCIAL, omitting the extra spaces. You can also choose to inherit the setting instead, as described in Levels of report details configuration, page 535. In the report sample below: • Show attribute name for In List conditions = Yes • New line after attribute name = Yes • Separator between last two elements = custom • Custom separator = , and (note that a space is included after the word “and”) © 2012 MicroStrategy, Inc. Configuring the filter details 567 10 Displaying Information about Reports: Report Details • Advanced Reporting Guide New line between elements = No In the following report sample: • Show attribute name for In List conditions = Repeated • New line after attribute name = No • Separator between last two elements = comma • New line between elements = Yes Configuring how attribute form and set qualifications are displayed A filter can contain: • An attribute form qualification, which is based on attribute forms (such as First Name and Last Name for the Customer attribute) • A metric set qualification, which is based on metric value or rank • A relationship set qualification, which is based on relationships between attributes 568 Configuring the filter details © 2012 MicroStrategy, Inc. Advanced Reporting Guide 10 Displaying Information about Reports: Report Details For more information on these types of filter qualifications, see the MicroStrategy Basic Reporting Guide. For these types of filters, you can configure how the qualifications are displayed using the following properties: • Use names or symbols for operators: Determines whether names (such as Equals or Greater Than) or symbols (such as = or >) are displayed. For example, the filter details displayed below use a symbol to indicate the operator: Revenue > 6000000 The filter details displayed below use a name: Revenue Greater than 6000000 • Include attribute form names in qualification conditions: For conditions in attribute qualification filters, determines whether or not to display attribute form names (such as DESC or ID). For example, the filter details displayed below include the attribute form name (DESC): (Region (DESC) Begins with "North") These filter details do not display the attribute form name: (Region Begins with "North") • Dynamic dates: Determines whether dynamic dates are shown as the date or as the expression that calculates the date. For example, the filter details displayed below includes the date: Day = 4/24/2008 The filter details shown below display the dynamic date expression: Day = Today minus 12 Month(s) For all these properties, you can also choose to inherit the setting instead, as described in Levels of report details configuration, page 535. © 2012 MicroStrategy, Inc. Configuring the filter details 569 10 Displaying Information about Reports: Report Details Advanced Reporting Guide Configuring how logical operators are displayed Filters can have multiple qualifications, which are the conditions (such as Revenue > 6,000,000) that the data must meet to be included in a report. A report can also contain multiple filters in its report filter. For example, a report filter contains two filters, East Coast Regions and Revenue > $6M. The filters are joined by a logical operator, which is AND in this case. Use the following properties to configure how to display the logical operators that join multiple conditions: • New line between conditions: Determines whether or not each condition is placed on a separate line. You can also select Automatic, which inserts a line only when conditions are joined by different logical operators. For example, a report is filtered for revenue greater than $5 million and profit greater than $800,000 and the Northeast region. The filter details use the Automatic option for New line between conditions. Because the conditions are joined by the same logical operator (and), the conditions are displayed on the same line. A second report uses the same filter conditions, except the second logical operator is replaced by OR; the report is filtered for revenue greater than $5 million and either profit greater than $800,000 or the Northeast region. The New line between conditions property is still set to Automatic. A new line is started at the logical operator AND, and again 570 Configuring the filter details © 2012 MicroStrategy, Inc. Advanced Reporting Guide 10 Displaying Information about Reports: Report Details before the second condition. Using the new lines helps to distinguish the conditions. • If you select Yes or Automatic, you can specify whether to Single space or Double space the conditions. Both examples above are single-spaced. Parentheses around conditions: Determines whether or not parentheses are placed around each condition, such as (Region = Northeast). If a new line is inserted between conditions, you can often omit the parentheses since the different conditions are already differentiated from each other. You can also select Automatic, which displays parentheses only when they resolve ambiguity in the expression. Parentheses are not included around conditions that are joined by the same logical operator. When conditions are joined by different operators, the parentheses are necessary to ensure that the conditions are grouped correctly. For example, a report is filtered for revenue greater than $5 million, and either profit greater than $800,000 or the Northeast region. The filter details use the Automatic option for Parentheses around conditions. Parentheses are displayed because they ensure that the conditions are grouped and read correctly. A second report uses the same filter conditions, except the second logical operator is replaced by AND; the report is filtered for Revenue greater © 2012 MicroStrategy, Inc. Configuring the filter details 571 10 Displaying Information about Reports: Report Details Advanced Reporting Guide than $5 million and Profit greater than $800,000 and the Northeast region. The New line between conditions property is still set to Automatic. The filter details use the Automatic option for Parentheses around conditions. Because the conditions are joined by the same logical operator (AND), and there is no ambiguity about the order, parentheses are not used. • Logical operator between conditions: Specifies whether or not to display the logical operator between conditions. The options are: Yes to display all operators No to omit all operators AND only to display only the AND operator OR only to display only the OR operator All the previous report samples showed all the operators, while the report sample below displays AND only. Notice that the OR before the Region condition is replaced by a comma. You can also choose to inherit these property settings instead, as described in Levels of report details configuration, page 535. 572 Configuring the filter details © 2012 MicroStrategy, Inc. Advanced Reporting Guide Displaying Information about Reports: Report Details 10 Configuring whether to use aliases in the filter details You can rename an object on a report, to display a more meaningful description in the context of that particular report, for example. An alias does not change the name of the object, only the name displayed on the report. A filter still uses the name of the object, not the alias. You can determine whether aliases replace object names in the filter details. more information on creating aliases, see the MicroStrategy For Basic Reporting Guide. For example, the Revenue metric has been aliased as Sales in a report. The filter details below display the metric name, not its alias. The filter details shown below display the object’s alias instead. You can also choose to inherit the setting instead, as described in Levels of report details configuration, page 535. © 2012 MicroStrategy, Inc. Configuring the filter details 573 10 Displaying Information about Reports: Report Details Advanced Reporting Guide Configuring the filter details: Procedure The following procedure provides a high-level overview of configuring the filter details; not every option is detailed or listed. References to more detailed information, including examples, are included. To configure the filter details 1 Disable the report details preferences, if you have not already done so. For instructions, see To disable report details preferences, page 537. 2 Do one of the following to access the Report Details Properties dialog box: • To configure the filter details for the entire project: a In MicroStrategy Desktop, right-click the project that you want to work with, and select Project Configuration. The Project Configuration Editor opens. b In the Categories list, expand Project Definition, and then select Document and Reports. c • Click Report Details Properties. To configure the filter details for a specific report: a Open the report. You can either edit it or execute it. b From the Data menu, select Report Details Properties. default, all the filter details properties inherit the project Bysetting, as described in Levels of report details configuration, page 535. You can return to this default by selecting <default> from the drop-down list. 3 Click the General tab. 4 To ensure that the filter details are displayed in the report, select Yes from the Filter Details drop-down list. 5 To determine whether to display aliases or object names in the filter details, choose one of the following from the Use aliases in Filter Details drop-down list: • To use aliases, select Yes. 574 Configuring the filter details © 2012 MicroStrategy, Inc. Advanced Reporting Guide • Displaying Information about Reports: Report Details 10 To use object names, select No. For more information, including examples, see Configuring whether to use aliases in the filter details, page 573. 6 Click the Filter Details - Contents tab to specify the content of the filter details, by selecting which filter types to include (report filter, view filter, report limits, and so on) and how the filters are displayed. For example, you can select whether to include the name of the filter type and whether to display the report limits before or after view filters. See Configuring the content of the filter details, page 560 for descriptions of all these options. 7 Click the Filter Details - Other tab. 8 For filters that contain attribute element list qualifications, you can configure how those lists are displayed. For example, you can specify whether to show the attribute name (such as Region or Category) and the separator between attribute names. See Configuring how attribute element list qualifications are displayed, page 566 for descriptions of all these options. 9 For filters that contain attribute form and set qualifications, you can configure how the qualifications are displayed. For example, you can select whether to use names or symbols for the operators. See Configuring how attribute form and set qualifications are displayed, page 568 for descriptions of all these options. 10 You can configure how logical operators, which join multiple qualifications or filters, are displayed. For example, you can select whether to include parentheses around conditions. See Configuring how logical operators are displayed, page 570 for descriptions of all these options. 11 Click OK to save your changes. 12 If report details preferences are enabled, a message opens, indicating that some of your changes may not be applied to the report, as described in Interaction of report details preferences and filter details for reports, page 560. To disable report details preferences, click Yes. The changes that you made affect the display of filter details in this report, and report details preferences are disabled for all reports. To keep report details preferences enabled, click No. The report details preferences override the changes that you made. © 2012 MicroStrategy, Inc. Configuring the filter details 575 10 Displaying Information about Reports: Report Details Advanced Reporting Guide Enabling and customizing report details preferences These report details preferences override some of the report details properties that are configured in the Report Details Properties dialog box in the Project Configuration Editor and the Report Editor. For example, you choose prompt details as a report details preference. When you open a prompted report, the name of each prompt and its prompt answers are displayed in the Report Details pane. You cannot remove the prompt details display from that report, unless you remove prompt details as a report details preference. In the report itself, however, you can configure how the prompt details are displayed, such as whether the title of the prompt is displayed. You can also choose to use the report details properties instead of these report details preferences. These properties are available at the project and report level. To use the report details properties, disable the report details preferences by clearing the Apply these Desktop preferences to the Report Details check box in the Desktop Preferences dialog box. For more detailed instructions, see To disable report details preferences, page 537. If the report details preferences are used, you can specify the content of the report details, which can include any of the following: • Report description: Displays the description of the report written by the creator or owner of the report. • Prompt details: Display the name of each prompt on the report, as well as the prompt answer that the user chose before the report was executed. • Metric details: Display the names of the objects on the report and the definitions of the metrics on the report. • Cache status: Displays whether the report used a cached set of data for its results. • Filter details: Display the name of any shortcut filter, the definition of each report filter, and the definition of each report limit used on the report. A shortcut filter is a stand-alone filter that can be used on multiple reports. In contrast, a report filter is created within the report and cannot be used in another report. 576 Enabling and customizing report details preferences © 2012 MicroStrategy, Inc. Advanced Reporting Guide Displaying Information about Reports: Report Details 10 If filter details are included, you can select either, both, or neither of the following: • Show definition of shortcut filters: Displays the definition, instead of the filter name, of any stand-alone filters that were added to the report as a shortcut. • View filter details: Displays the view filter, if one is applied to the report. View filters are not named, so the definition is displayed. MicroStrategy OLAP Services allows view filters, which are a filter that can be applied by the user dynamically after the report has been executed and displayed. The following report sample displays all of the options, including the view filter, in the report details. The definition of the shortcut filter (East Coast) is displayed. © 2012 MicroStrategy, Inc. Enabling and customizing report details preferences 577 10 Displaying Information about Reports: Report Details Advanced Reporting Guide To enable and customize report details preferences 1 From the Tools menu in Desktop, choose Desktop Preferences. The Desktop Preferences dialog box opens. 2 Expand the Report category, and then select Report Details. 3 By default, report details are displayed when a report is opened. To hide them, clear the Show report details check box. you clear the Show report details check box, the rest of the Ifoptions on this interface become unavailable. 4 To define the size, color, or type of font for report detail display, click Font Options. The Font dialog box opens. Once you have formatted the font, click OK to return to the Desktop Preferences dialog box. 5 By default, these preferences override some of the report details properties that are configured in the Report Details Properties dialog box. To use the report details properties instead, disable the report details preferences by clearing the Apply these Desktop preferences to the Report Details check box. you clear the Apply these Desktop preferences to the Report IfDetails check box, the rest of the options on this interface become unavailable. 6 To display the short description of the report, select the Include report description check box. 7 To display prompt information for all prompts in the report, select the Include prompt details check box. This information includes the name of each prompt, as well as the prompt answer that the user chose before the report was executed. 8 To display filter information, select the Include filter details check box. This information includes the name of each shortcut filter, the definition of each report filter, and the definition of each report limit. 9 To display the definition, instead of the filter name, of any stand-alone filters that were added to the report as a shortcut, select the Show definition of shortcut filters check box. 10 To display view filter information, select the Include view filter details check box. View filters are not named, so the definition is displayed. 578 Enabling and customizing report details preferences © 2012 MicroStrategy, Inc. Advanced Reporting Guide Displaying Information about Reports: Report Details 10 11 To display information about metrics, select the Include metric details check box. This information includes the names of the objects on the report and the definitions of the metrics on the report. 12 To display whether the report used a cached set of data for its results, select the Include cache status check box. The cache status is displayed as Yes when the report retrieved its results from a saved cache of data on the Intelligence Server. The cache status is displayed as No when the report retrieved its data from your data warehouse. 13 Click OK to save your changes. © 2012 MicroStrategy, Inc. Enabling and customizing report details preferences 579 10 Displaying Information about Reports: Report Details 580 Enabling and customizing report details preferences Advanced Reporting Guide © 2012 MicroStrategy, Inc. 11 LINKING REPORTS AND DOCUMENTS 11. Introduction MicroStrategy offers many different ways for users to interact with their data, discover patterns, and draw conclusions. The most guided of these options are simple report manipulations such as pivoting or displaying and hiding subtotals. The most flexible option is report creation, which allows a user to access the entire schema and to use attributes and metrics from any part of the model. Drilling is a middle ground between these extremes, allowing users to navigate from the data that they are viewing to different levels of aggregation as defined by project hierarchies and drill maps. Drilling is sometimes described as enabling investigative workflows. Linking reports and documents Linking reports and documents is another tool to present investigative workflows, one that is more flexible than traditional drilling but more constrained than full report creation. The key feature that distinguishes links from drilling is the ability to use an object (such as an attribute element) on a report to trigger the execution of another report or a document that is substantially different from the original report. For example, a user viewing © 2012 MicroStrategy, Inc. Linking reports and documents 581 11 Linking Reports and Documents Advanced Reporting Guide an Employee detail report can click a link to execute a Regional Sales Breakdown report, or click a link on a Profit and Loss report to view a Departmental Summary document. A link allows context to be passed to any prompted report or document, whether the destination report is related to the original. In contrast, drilling always implies that at least the filter of the drilled-to report is closely connected to the original report. Even the templates of the original and drilled-to reports are usually related, unless the drill path type is set to template. Template drill path types replace the template of the original report with a completely different destination template. more information on using drilling in reports, see the Answering For Questions about Data chapter in the MicroStrategy Basic Reporting Guide. For information on creating drill maps for reports, including template drill path types, see Chapter 6, Drill Maps. This chapter will explore the many options exposed by links and how they can be used to create new opportunities for guided analysis. chapter contains information about linking from reports, This although linking from documents is similar. For specific information about linking from documents, as well as about documents in general, see the MicroStrategy Report Services Document Creation Guide. You must have MicroStrategy Report Services to create documents. If you do not have it, contact your MicroStrategy sales representative for information on this add-on product. Linking reports: Examples examples in this chapter are based on data from the The MicroStrategy Tutorial. In short, links allow an analyst to explore additional, related data by executing another document or report from within a report, in either MicroStrategy Desktop or MicroStrategy Web. For example, a Regional Revenue report contains links to another report called Revenue by Category. In Desktop, a user right-clicks a region (Central, in the example 582 Linking reports and documents © 2012 MicroStrategy, Inc. Advanced Reporting Guide Linking Reports and Documents 11 shown below), points to Link, and then selects the link (Revenue by Category in this example) from the list. The Revenue by Category report (the target of the link) is executed, as shown below. A link allows context to be passed to any prompted report or document, whether that destination is related to the original report. This is done by specifying how any prompts that are in the target are answered. For example, the region that a user clicks in the original report can be passed to the target report. If the user clicks Mid-Atlantic instead of Central in the Regional Revenue report, the same target report is executed, but with a different prompt answer, as shown below: © 2012 MicroStrategy, Inc. Linking reports and documents 583 11 Linking Reports and Documents Advanced Reporting Guide In MicroStrategy Web, the links are underlined. When you hover the mouse over the link, the link name is displayed, as shown below. When you click Central, the Revenue by Category report is executed for the Central region, as shown below: Instructions for creating this example are provided in Creating linked reports that answer prompts with the selected objects, page 612. A report can link to a document instead of another report, as shown in the example above. You can also create links in documents. In documents, links can be added to objects in a Grid/Graph, and they can link to another document or to a report. For documents, links are functional in Interactive Mode and Editable Mode in MicroStrategy Web. For examples, see the Linking from Documents chapter in the MicroStrategy Report Services Document Creation Guide. Prerequisites for working with links This chapter assumes that you are familiar with creating reports, documents, and prompts. For resource material, see the following: • For information on creating reports and prompts, including descriptions of the different prompt types, see the MicroStrategy Basic Reporting Guide. • For information on creating documents, see the MicroStrategy Report Services Document Creation Guide. 584 Linking reports and documents © 2012 MicroStrategy, Inc. Advanced Reporting Guide • Linking Reports and Documents 11 For information on hierarchies and how they are structured, see the Answering Questions about Data chapter of the MicroStrategy Project Design Guide. About links A link is a connection in one report or document to another report or document. A link lets an analyst execute another document or report (the target) from a document or report (the source), and to pass parameters to answer any prompts that are in the target. For example, if a user is viewing a report containing regional sales, the user can click a particular region to execute another report that displays sales for the stores in that region. The source report could also link to a document that displays profit and cost values as well as the revenue in an interactive dashboard. Links can: • Be used from a report (the source) • Be used from a Grid/Graph in a document (the source) • Be created on attributes, metrics, hierarchies, or object prompts • Execute a report or a document (the target) • Open the target in either a new window or the same window (replacing the source) in MicroStrategy Web In MicroStrategy Desktop, all links open in a new window. • Answer prompts in the target in a variety of ways, including using existing prompt answers from the source, using the objects selected in the source, running the prompts, sending a list of elements, and others You can create multiple links for the same object. For example, the Region attribute in the Regional Revenue report can link to the Revenue by Category report, which displays data for the selected region only (as shown in the example in Linking reports: Examples, page 582). The same attribute can also link to a document that provides additional information about the region, such as revenue forecasts, inventory figures, store listings, employee schedules, and so on. For an example of multiple links, see Specifying the default link when multiple links are available, page 587. Different objects on a report can have different links. For example, the Region attribute in the Regional Revenue report can link to the Revenue © 2012 MicroStrategy, Inc. About links 585 11 Linking Reports and Documents Advanced Reporting Guide by Category report, while the Revenue metric can link to a document with revenue forecasts and other key performance indicators. Links in documents are similar to links in reports. The similarities and differences are described in the following table. Links in Documents Links in Reports Can be attributes, metrics, hierarchies, and object prompts in Grid/Graphs displayed as grids Can be attributes, metrics, hierarchies, and object prompts Can link to documents and reports Can link to documents and reports Are not functional in Desktop Are functional in executed reports in Desktop Are functional in Interactive Mode and Editable Mode in MicroStrategy Web Are functional in executed reports in MicroStrategy Web Components of a link When you create a link, you specify the following components: • The name of the link. By default, the first link is named Link1, the second Link2, and so on, but you can change the names. Since the name of the link appears in both Desktop and MicroStrategy Web, it should be descriptive and informative to help users identify the target of the link. • The target of the link. The target is the report or document that is executed when a user clicks the link. • The prompt to be answered and how to apply prompt answers to it, if the target contains prompts. A list of the prompts in the target is provided. For each prompt, select a prompt answer method. For example, a prompt can use the existing prompt answers from the source, can be run so that the user must answer it, or can be answered with the object selected in the source. Other prompt answer methods exist; see Specifying how prompts are answered in the target, page 589 for a full listing, with descriptions. The list of prompts contains an option named Any other prompt, which controls any prompts that are not in the target when the link is created. These can be either: 586 About links Prompts added to the target after the link is created Prompts that are created as the result of an answer to one of the original prompts in the target, such as a prompt-in-prompt answer © 2012 MicroStrategy, Inc. Advanced Reporting Guide Linking Reports and Documents 11 For more information about the Any other prompt option, see Specifying prompt answers for any other prompts not listed, page 604. If you create multiple links for the same object, you specify the default link, which is used when a user clicks the object. To choose any of the other links, the user must right-click the object. See Specifying the default link when multiple links are available, page 587 for more details on how the other links are displayed. For an example, see Specifying the default link when multiple links are available, page 587. For all the links on an object, you can specify whether the target opens in the same window as the source (replacing the source) or in a new window. This applies to MicroStrategy Web only; links open in a new window in Desktop regardless of this setting. By default, the target opens in the same window as the source, effectively replacing it. You can instead choose to open the target in a new window, which allows both the source and the target to be visible simultaneously. Specifying the default link when multiple links are available You can create multiple links for a single object in the source, which provides additional report and document selections to analysts. For example, the report shown below contains two links: The top link, Revenue Rank within Region, is bold, indicating that it is the default link. When a user double-clicks a region, the default link is executed. To access all other links, the user right-clicks the object and selects Link, as