MicroStrategy 9 Advanced Reporting Business Intelligence Application User Guide

Below you will find brief information for Business Intelligence Application 9 Advanced Reporting. This guide provides a comprehensive overview of advanced reporting capabilities for MicroStrategy 9, including importing data, creating and editing metrics, using filters and custom groups, and developing custom SQL queries.
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Advanced Reporting Guide:
Enhancing Your Business Intelligence Application
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Twenty-second Edition, June 2011, version 9.2.1
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CONTENTS
Description of Guide ................................................................ xix
About this book ............................................................................ xxi
Additional formats ................................................................. xxii
How to find business scenarios and examples ..................... xxii
What’s new in this guide ....................................................... xxii
Prerequisites ........................................................................ xxiii
Who should use this guide................................................... xxiv
Resources.................................................................................. xxiv
Documentation..................................................................... xxiv
Education ............................................................................xxxiii
Consulting ...........................................................................xxxiii
International support ...........................................................xxxiii
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 from a file or database............................... 10
Best practices for importing data from a file or database....... 11
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Creating and editing database connections................................. 12
Importing data.............................................................................. 14
Importing data from a file ....................................................... 14
Importing data from a database ............................................. 18
About mapping imported data to project attributes ...................... 22
Restricting or grouping data in a document based on an
attribute .................................................................................. 23
Automatically applying security filters to imported data ......... 24
Mapping imported data to an existing attribute in the
project .................................................................................... 24
Updating and refreshing imported data ....................................... 25
Scheduling updates for an Intelligent Cube created using
imported data ......................................................................... 28
Viewing Intelligent Cubes in your History List folder .............. 29
3. Advanced Metrics
Report Data and Calculations
Introduction................................................................................ 33
Before you begin.......................................................................... 34
Level metrics: Modifying the context of data calculations............ 36
Elements of a metric level...................................................... 38
Metric level property symbols: Defining expression syntax ... 39
Level metrics: A practical overview........................................ 40
Target: The context of a calculation....................................... 44
Grouping: How aggregation is performed .............................. 45
Filtering: Interaction with report filters .................................... 52
Report level: Interaction with the context of reports............... 56
Level metrics review: Standard grouping............................... 58
Level metrics review: No grouping......................................... 64
Using a hierarchy as the target of a metric level.................... 69
Level metrics: Applying the metric condition to the metric
calculation .............................................................................. 75
Level metrics accepting dimensionality units to emulate
MicroStrategy 6.x behavior .................................................... 81
Nested metrics............................................................................. 81
Creating a nested metric........................................................ 83
Conditional metrics ...................................................................... 84
Conditional metric example.................................................... 86
Conditional metrics with multiple qualifications...................... 87
Example of a conditional metric with a level .......................... 87
Creating a conditional metric ................................................. 89
Conditional metric and report filter interactions...................... 92
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Advanced options for metric filter and report filter
interaction ............................................................................ 111
Transformation metrics: Time-based and other comparisons ... 112
Year-to-date transformation example .................................. 115
Transformation metrics in the Metric Editor ......................... 116
Compound metrics..................................................................... 117
Compound metric example .................................................. 118
Smart subtotals .................................................................... 120
Formula join type for compound metrics.............................. 121
Creating metrics by combining metrics, filters, and
transformations .......................................................................... 121
Metric subtotals.......................................................................... 124
Displaying subtotals on reports............................................ 124
Defining subtotal defaults .................................................... 125
Disabling subtotals............................................................... 133
Metric functions.......................................................................... 134
Rank .................................................................................... 134
Count ................................................................................... 136
Running and moving sums and averages............................ 137
N-tile .................................................................................... 139
First and Last ....................................................................... 141
Creating your own plug-in functions..................................... 141
Apply functions: Using database-specific functions in
metrics ................................................................................. 142
Join specifications...................................................................... 142
Inner joins versus outer joins ............................................... 143
Joins between metrics ......................................................... 144
Metric-specific VLDB properties: SQL and analytical
customization............................................................................. 144
Metric column aliases: SQL identifiers and data types .............. 145
4. Advanced Filters
Filtering Data on Reports
Introduction.............................................................................. 147
Before you begin........................................................................ 148
Types of qualifications ......................................................... 149
Advanced filter topics........................................................... 150
Attribute-to-attribute qualification ............................................... 152
Creating attribute-to-attribute qualification filters ................. 152
Example: Customers who live in the same city as call
centers ................................................................................. 153
Example: Filtering on an income bracket............................. 155
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Dynamic dates: Filtering by offsetting the current date.............. 157
Dynamic date example ........................................................ 158
Dynamic date based on a prompt answer ........................... 161
Importing and exporting elements for attribute qualifications .... 165
The attribute level of set qualifications: Output level ................. 168
The output level of relationship qualifications ...................... 169
The output level of metric qualifications............................... 170
Resetting rank and percent metric qualifications: The break
by property................................................................................. 171
Metric-to-metric comparisons .................................................... 172
Merging attribute qualifications .................................................. 173
Applying qualifications independently of relationship filters....... 175
Custom expressions and database-specific functions............... 176
Custom expressions ............................................................ 176
Apply functions in metrics: Using database-specific
functions .............................................................................. 186
Joint element lists: Grouping elements from multiple
attributes .................................................................................... 194
Prompted filters: Asking for user input for filter conditions......... 196
Prompted attribute qualifications.......................................... 197
Prompted metric qualifications............................................. 197
Report object prompts ......................................................... 198
Filter object prompts ............................................................ 198
Shortcut vs. embedded filters .................................................... 198
Adding a stand-alone filter to a report.................................. 199
Saving a report with a shortcut to a stand-alone filter.......... 200
5. Custom Groups and
Consolidations
Grouping Attribute Elements
Introduction.............................................................................. 203
About custom groups: Grouping attribute elements with
banding and filtering .................................................................. 204
About custom group elements ............................................. 205
.Custom group examples ..................................................... 207
Custom group effects on SQL generation............................ 208
Benefits of using a custom group ........................................ 209
Custom group structure on reports ...................................... 214
Creating a custom group ........................................................... 216
Editing and formatting a custom group ...................................... 217
Changing the position of element headers .......................... 218
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Enabling subtotals for custom groups.................................. 219
Sorting custom groups ......................................................... 220
Determining custom group interaction with the report
filter ...................................................................................... 223
Prompted custom groups..................................................... 224
Editing custom group elements............................................ 224
Editing the conditions in a custom group element ............... 226
Deleting a custom group, element, or condition ........................ 228
Consolidations: Grouping attribute elements with arithmetic
and logical operators ................................................................. 229
Create a virtual attribute ...................................................... 230
Perform row level math ........................................................ 231
Consolidation elements ....................................................... 232
Evaluation order................................................................... 235
Consolidations and SQL ...................................................... 236
Consolidations and subtotals ............................................... 237
Consolidation example ........................................................ 242
Custom group and consolidation comparison............................ 243
Arithmetic operations support (row level math).................... 244
Where and how data is calculated ....................................... 244
SQL efficiency...................................................................... 245
Re-using consolidation elements ......................................... 245
Hierarchical display support................................................. 245
Subtotal support................................................................... 245
6. Drill Maps
Customizing Drill Paths
Introduction.............................................................................. 247
What is drilling? ......................................................................... 247
Drill maps and drill paths...................................................... 248
Default drill paths: System hierarchy drill paths ................... 249
Filters and drilling................................................................. 249
Creating custom drill maps and paths ....................................... 249
Drill map association: Objects containing the drill map ............. 254
Order of precedence of drill maps: Levels ........................... 255
Removing associations ........................................................ 256
7. Advanced Prompts
Enabling User Input
Introduction.............................................................................. 257
What is a prompt?...................................................................... 258
Prompts in scheduled reports .................................................... 258
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Types of prompts ....................................................................... 259
Filtering data on attributes, attribute forms, attribute
elements, or metrics: Filter definition prompts ..................... 260
Filtering data based on metrics, attributes, or other
objects: Object prompts ....................................................... 262
Value prompts...................................................................... 264
Defining the dimensionality of metrics: Level prompts......... 267
Prompting for a user’s login name: System prompts ................. 273
Defining how a prompt is displayed in MicroStrategy Web........ 274
Display styles for prompts in MicroStrategy Web ................ 275
Configuring how the qualification can be defined in
MicroStrategy Web prompts: Expression properties............ 281
8. Designing Reports
Understanding data
evaluation order and
deploying reports to users
Introduction.............................................................................. 287
Before you begin........................................................................ 288
Report design versus report creation................................... 288
Accessing the Basic Report: Foundation of examples .............. 289
Filters and order of calculation on reports ................................. 290
About filters .......................................................................... 290
The difference between report filters and report limits......... 292
About metric qualifications ................................................... 296
About the report-as-filter ...................................................... 299
Defining a filter for a drilled-to report.................................... 300
The basics of report execution................................................... 303
Data definition and view definition objects: Data versus
display.................................................................................. 303
Intelligent Cubes .................................................................. 304
Totaling and subtotaling data on reports ................................... 305
About subtotals .................................................................... 305
Custom report subtotals....................................................... 310
Subtotals and memory usage .............................................. 313
Sorting data on reports .............................................................. 314
Formatting a report .................................................................... 325
Formatting report cell data ................................................... 326
Understanding how formatting impacts report display ......... 333
Order of layers ..................................................................... 337
Autostyles: Report formatting styles .................................... 344
Find and replace report, template, and metric formatting .... 345
Determining which attribute elements are displayed:
Attribute joins ............................................................................. 346
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Understanding attribute join options .................................... 347
Selecting an attribute join option.......................................... 350
Evaluation order of objects on reports ....................................... 354
Default evaluation order....................................................... 355
Defining an evaluation order ................................................ 355
Evaluation order in data definition and view definition ......... 356
Adding features for users........................................................... 363
Deploying reports to a user community ..................................... 363
User task progression for analyzing and creating reports.... 363
Predesigned reports ............................................................ 367
Deploying predesigned reports ............................................ 369
Shortcut to a filter................................................................. 372
Shortcut to a template.......................................................... 372
Object templates .................................................................. 377
Exporting large reports as delimited text files ............................ 383
9. Graphing
Introduction.............................................................................. 385
Graphing best practices and troubleshooting ............................ 386
Viewing graph reports................................................................ 389
Adding an object to a graph report ............................................ 390
Choosing an appropriate graph style......................................... 392
Minimum object requirements for each graph style ............. 392
Placement of report objects and choice of graph styles ...... 394
Moving objects on a graph report .............................................. 396
Displaying graph data without scrollbars ............................. 398
Graph style usage and examples .............................................. 399
Area ..................................................................................... 400
Bar ....................................................................................... 402
Line ...................................................................................... 406
Pie chart............................................................................... 408
Scatter plot........................................................................... 411
Polar chart ........................................................................... 413
Radar chart .......................................................................... 415
Bubble chart......................................................................... 418
Combination......................................................................... 420
Custom ................................................................................ 421
Advanced graph style usage and examples .............................. 422
Stock .................................................................................... 422
Histogram ............................................................................ 426
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3D Surface ........................................................................... 428
Gauge .................................................................................. 431
Funnel .................................................................................. 433
Pareto chart ......................................................................... 436
Boxplot ................................................................................. 439
Gantt chart ........................................................................... 442
Formatting a graph report .......................................................... 446
Controlling how a graph report appears............................... 447
Formatting a graph using colors, shading, and effects ........ 447
Manually formatting graph series and objects ..................... 462
Creating and formatting titles, axes, and footnotes.............. 464
Formatting numeric values on a graph ................................ 471
Displaying and formatting data labels .................................. 479
Displaying and formatting a graph legend ........................... 480
Formatting the labels on a graph’s axes .............................. 485
Creating tooltips in a graph .................................................. 485
Adjusting the layout, size, and scale of a graph................... 488
Saving and applying a custom graph style .......................... 504
Choosing a graph image format for HTML documents and
Web ........................................................................................... 508
Exporting and sharing graphs.................................................... 509
Exporting graphs.................................................................. 509
Copying graphs into third-party applications........................ 510
Using interactive graph visualizations in documents:
Widgets...................................................................................... 512
10. Displaying
Information about
Reports: Report
Details
Introduction.............................................................................. 513
Displaying report details ............................................................ 514
Enabling and disabling report details ................................... 515
Levels of report details configuration ......................................... 515
Interaction of report details preferences and report
details for reports ................................................................. 516
Configuring report details properties.......................................... 517
Configuring the display of object name delimiters for
report details ........................................................................ 518
Configuring report details..................................................... 520
Configuring the template details ................................................ 524
Including objects from the base or view report .................... 525
Displaying the base template name..................................... 527
Interaction of report details preferences and template
details for reports ................................................................. 530
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Configuring the prompt details................................................... 533
Prompt details: Examples .................................................... 534
Interaction of report details preferences and prompt
details for reports ................................................................. 537
Configuring the filter details ....................................................... 540
Interaction of report details preferences and filter details
for reports ............................................................................ 541
Configuring the content of the filter details........................... 541
Configuring how attribute element list qualifications are
displayed.............................................................................. 548
Configuring how attribute form and set qualifications are
displayed.............................................................................. 550
Configuring how logical operators are displayed ................. 552
Configuring whether to use aliases in the filter details......... 555
Configuring the filter details: Procedure............................... 556
Enabling and customizing report details preferences ................ 558
11. Linking Reports and
Documents
Introduction.............................................................................. 563
Linking reports and documents.................................................. 563
Prerequisites for working with links...................................... 566
About links ................................................................................. 567
Components of a link ........................................................... 568
Specifying how prompts are answered in the target ............ 571
Creating links ............................................................................. 588
Copying links to other objects in the report.......................... 592
Creating linked reports............................................................... 594
Creating linked reports that answer prompts with the
selected objects ................................................................... 594
Creating linked reports that answer prompts using metric
conditions............................................................................. 597
12. Custom SQL Queries:
Freeform SQL and
Query Builder
Introduction.............................................................................. 607
Customize your SQL statements: Freeform SQL ...................... 608
Usage scenarios and SQL standards .................................. 609
Access and analyze multiple data sources with Freeform
SQL...................................................................................... 617
Reporting analysis features ................................................. 627
Security for data access ...................................................... 632
Reporting on third-party web services with XQuery................... 638
Allowing connections to web services in a project ............... 639
Using XQuery to retrieve data from a web service .............. 641
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Creating a report to analyze web service data..................... 653
Updating data with Transaction Services .................................. 655
Creating a Transaction Services report ............................... 656
Customize your SQL queries: Query Builder............................. 664
Usage scenarios .................................................................. 666
Access and analyze multiple data sources with Query
Builder.................................................................................. 669
Reporting analysis features ................................................. 687
Security for data access ...................................................... 697
Connect to databases, Excel files, and text files ....................... 701
Connect to databases .......................................................... 702
Connect to Excel files .......................................................... 703
Connect to text files ............................................................. 704
Map data to non-project objects: Managed objects ................... 705
Access managed objects ..................................................... 707
Edit managed objects .......................................................... 709
Delete managed objects ...................................................... 709
Creating Intelligent Cubes ......................................................... 710
13. Accessing Subsets of
Data: Data Marts
Introduction.............................................................................. 713
Getting started with data marts.................................................. 714
Creating data marts ................................................................... 714
Using a data mart table as a source table ................................. 719
Enabling data mart optimization........................................... 724
Running a standard report against a data mart ................... 726
Specifying governors, table creation options, and custom
SQL statements ......................................................................... 727
Specifying governors and table creation options ................. 728
Specifying custom SQL statements ..................................... 730
14. Data Mining Services
Introduction.............................................................................. 733
Data Mining Services................................................................. 734
Approaches for data mining with MicroStrategy .................. 734
The Data Mining Services workflow..................................... 739
Predictive metrics and performance .................................... 740
Creating a dataset report ........................................................... 741
Data mining datasets ........................................................... 742
Guidelines for creating a dataset report............................... 744
Inputs for predictive metrics ................................................. 746
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Using non-MicroStrategy datasets....................................... 754
Creating a predictive model ....................................................... 755
Using MicroStrategy............................................................. 755
Using third-party data mining applications ........................... 791
Importing the predictive model................................................... 791
Aggregating predictive metrics............................................. 793
Using the predictive metric ........................................................ 794
Using the predictive metric in reports................................... 795
Using the predictive metric in other objects ......................... 795
Predictive Model Viewer ...................................................... 796
Data mining examples ............................................................... 796
Revenue forecasting example (using linear and
seasonal regression) ........................................................... 796
Campaign management example (using logistic
regression) ........................................................................... 799
Segmentation example (using cluster analysis)................... 801
Telco churn example (using decision tree analysis) ............ 803
Campaign management example: Importing a third-party
neural network model .......................................................... 806
15. VLDB Properties
Introduction.............................................................................. 811
Levels of VLDB properties ......................................................... 812
VLDB properties at the metric level ........................................... 813
Integer Constant In Metric ................................................... 813
Metric Join Type .................................................................. 814
Null Check ........................................................................... 814
Zero Check .......................................................................... 815
Null checking for Analytical Engine...................................... 815
Subtotal Dimensionality Aware ............................................ 815
VLDB properties at the report level............................................ 817
Cartesian Join Warning........................................................ 818
Full Outer Join Support ........................................................ 820
Preserve All Final Pass Result Elements............................. 820
Preserve All Lookup Table Elements................................... 821
Report Post Statement ........................................................ 824
Report Pre Statement .......................................................... 824
Table Post Statement .......................................................... 825
Sub Query Type................................................................... 825
WHERE Clause Driving Table ............................................. 826
Attribute and Attribute Form Selection Option for
Intermediate Passes properties ........................................... 827
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GROUP BY ID Attribute ....................................................... 829
GROUP BY Non-ID Attribute ............................................... 830
SQL Hint .............................................................................. 830
UNION Multiple INSERT...................................................... 830
Drop Temp Table Method .................................................... 830
FallBack Table Type ............................................................ 831
Intermediate Table Type ...................................................... 831
Table Option and Table Space properties ........................... 832
VLDB properties at the database instance level........................ 834
Maximum SQL/MDX Size .................................................... 834
SQL Date Format................................................................. 835
16. Reports for the iPhone Introduction.............................................................................. 837
and iPad
Displaying reports on the iPhone as widgets............................. 838
Map widget .......................................................................... 839
Interactive Grid widget ......................................................... 842
Time Series widget .............................................................. 843
Prompts for iPhone and iPad..................................................... 845
A. Logical and
Introduction.............................................................................. 851
Mathematical
What is an operator? ................................................................. 851
Operators for Filtering
Logical operators ................................................................. 852
Comparison operators ......................................................... 855
Rank and percent operators ................................................ 856
Pattern operators ................................................................. 857
B. Formatting Default
Values
Introduction.............................................................................. 859
C. Desktop Commands
Introduction.............................................................................. 863
Default values ............................................................................ 860
Number ................................................................................ 860
Alignment ............................................................................. 860
Font...................................................................................... 860
Border .................................................................................. 861
Patterns ............................................................................... 861
Banding................................................................................ 862
Basics ........................................................................................ 864
Enabling the Desktop homepage............................................... 864
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Contents
Viewing the Desktop commands ............................................... 866
Commands ................................................................................ 866
ChangeView ........................................................................ 867
Editor ................................................................................... 868
Execute ................................................................................ 869
ExecuteDocument ............................................................... 869
ExecuteReport ..................................................................... 870
Open .................................................................................... 871
Reset ................................................................................... 872
Shortcut ............................................................................... 872
D. Learning to design a
document
Introduction.............................................................................. 875
Customer Explorer dashboard................................................... 877
Document display and usage scenarios .............................. 878
Creating the base reports and report objects....................... 879
Creating the dashboard ....................................................... 885
Enhancing your analysis ...................................................... 890
Operational Performance dashboard......................................... 897
Dashboard display and usage scenarios ............................. 898
Creating the base reports and report objects....................... 899
Creating the dashboard ....................................................... 906
Enhancing your analysis ...................................................... 915
E. Sorting and Browsing
Standards
Introduction.............................................................................. 919
Sort order of characters in MicroStrategy .................................. 920
Project order in Desktop and Web............................................. 921
Glossary ................................................................................... 923
Index ......................................................................................... 947
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xviii
&copy; 2011 MicroStrategy, Inc.
PREFACE
Description of Guide
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.
•
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.
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•
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.
•
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.
•
Chapter 16, Reports for the iPhone and iPad, describes the features
specific to reports created for MicroStrategy Mobile for the iPhone and
iPad. MicroStrategy Mobile allows you and other business users to
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Advanced Reporting Guide
Preface
receive the same reports and documents on your Apple iPhone&reg; or
iPad&reg; as you do in MicroStrategy Web, MicroStrategy Office, or
MicroStrategy Desktop. You can then analyze the reports and documents
on your mobile device by sorting data, repositioning objects, grouping
data by page, and more.
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 and reference appendices. Each chapter
begins with a brief overview of the chapter’s content.
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
&copy; 2011 MicroStrategy, Inc.
About this book
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Advanced Reporting Guide
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.
What’s new in this guide
MicroStrategy 9.2.1
•
MicroStrategy Transaction Services lets you embed write-back
functionality into reports and dashboards for the purposes of
decision-making or initiating a transaction. To embed this write-back
functionality, you must create a Transaction Services report that defines
xxii About this book
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Preface
what data can be updated, as described in Updating data with
Transaction Services, page 655.
MicroStrategy 9.2.0
•
You can define the color used for a metric when it is displayed as a series
in a graph. For steps to define this formatting, see Defining a graph color
for metrics in Desktop, page 449.
•
You can enable the display of thresholds on graph reports. For steps to
define this formatting, see Displaying thresholds on graph reports,
page 457.
•
Intelligent Cubes can be created using Freeform SQL and Query Builder.
Creating these Intelligent Cubes is described in Creating Intelligent
Cubes, page 710.
•
You can now use attributes directly as inputs to create predictive metrics.
This new capability is included in the following MicroStrategy Data
Mining Services documentation:
Attributes as inputs for predictive metrics, page 746
Creating a training metric with the Training Metric Wizard,
page 778
•
You can use derived metrics to create training metrics. This capability is
particularly useful during the exploratory phase of the data mining
process, during which many different variables are tried in a variety of
modeling configurations. Using derived metrics to create training metrics
is described in Creating a training metric with the Training Metric
Wizard, page 778.
•
You can generate XQuery statements for use in Freeform SQL reports
with the new MicroStrategy XQuery Editor and Generator (XEG). For
instructions on using this tool, see Generating an XQuery statement
with XQuery Editor and Generator (XEG), page 648.
Prerequisites
Before working with this document, you should be familiar with the
information in the MicroStrategy Basic Reporting Guide, including:
•
MicroStrategy Desktop
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•
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:
•
Manuals: In general, MicroStrategy manuals provide:
Introductory information and concepts
Examples and images
Checklists and high-level procedures to get started
The steps to access the manuals are described in Accessing manuals and
other documentation sources, page xxx. Most of these manuals are also
available printed in a bound, soft cover format. To purchase printed
manuals, contact your MicroStrategy account executive or email
[email protected].
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•
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Help: In general, MicroStrategy help provides:
Detailed steps to perform procedures
Descriptions of each option on every software screen
to translation time, manuals in languages other than English may
Due
contain information that is one or more releases behind. You can see
the version number on the title page of each manual. For the most
up-to-date translations, refer to the MicroStrategy Knowledge Base.
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.
•
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.
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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
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.
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•
Preface
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&reg; 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.
•
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.
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•
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.
•
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.
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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.
This resource can be accessed using the MicroStrategy Product Manuals
page, as described in Accessing manuals and other documentation
sources, page xxx.
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 ESRI mapping services.
This resource can be accessed using the MicroStrategy Product Manuals
page, as described in Accessing manuals and other documentation
sources, page xxx.
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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.
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:
•
xxx Resources
To access installed manuals and other documentation sources on
Windows, page xxxi
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•
Preface
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,
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
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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
bold
Indicates
• 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
• Text to be entered by the user
Example: Click Select Warehouse.
Example: Type cmdmgr -f scriptfile.scp and press Enter.
italic
• New terms defined within the text and in the glossary
• Names of other product manuals
• 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
Courier
font
•
•
•
•
•
•
Calculations
Code samples
Registry keys
Path and file names
URLs
Messages displayed in the screen
Example: Sum(revenue)/number of months.
+
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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.
&copy; 2011 MicroStrategy, Inc.
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Preface
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.
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/Consulting.
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
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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.
A translated user interface is available in each of the above languages.
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.
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
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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.
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
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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 22 321 8680
• Scandinavia &amp; 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
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. (S&atilde;o Paulo), Monday–Friday except holidays
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Preface
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
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
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Resources
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Advanced Reporting Guide
•
Case description:
What causes the condition to occur?
Does the condition occur sporadically or each time a certain action is
performed?
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):
Computer hardware specifications (processor speed, RAM, disk space,
and so on)
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.
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Preface
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.
&copy; 2011 MicroStrategy, Inc.
Feedback
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xl Feedback
Advanced Reporting Guide
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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
&copy; 2011 MicroStrategy, Inc.
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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
&copy; 2011 MicroStrategy, Inc.
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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.
&copy; 2011 MicroStrategy, Inc.
Before you begin
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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
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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.
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.
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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
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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 &quot;model&quot; 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
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•
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
&copy; 2011 MicroStrategy, Inc.
2
2.
IMPORTING DATA
Introduction
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 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 Exploration 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
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About importing data from a file or database
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 28)
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.
10 About importing data from a file or database
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Importing Data
2
You can import data from the following data sources:
•
A file on your computer, network, or from a specified URL
•
The results of a Freeform SQL query on a database
The table below lists tasks that you can perform when importing data, and
the privileges required to perform them:
Goal
Privileges Required
Steps
Import data from a file
• OLAP Services license
• Web Import Data
See Importing data from a file, page 14 for
detailed steps.
Import data from a
database
• OLAP Services license
• Web Import Data
• Web Import Database
See Importing data from a database, page 18
for detailed steps.
Define a database
connection
• Create DB Connection
• Create DB Login
For steps to define a database connection in
Web, see the Web Administrator Help. 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
• Web Define Intelligent
Cube Report
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
• Web Document Design
• Web Manage Document
Dataset
• Execute Document
See the MicroStrategy Web Help for steps to
create a document using an Intelligent Cube
as a dataset.
Create and execute a
Visual Exploration
analysis with an
Intelligent Cube as the
data source
• Web Document Design
• Web Manage Document
Dataset
• Web Visual Exploration
• Execute Document or
Analysis
See the MicroStrategy Web Help for steps to
create an analysis.
Best practices for importing data from a file or database
Consider the following best practices when importing data from a file or
database:
•
If you are importing data from a file, the import process may be easier if
the structure resembles a flat table including column headings, for
example, Year, Employee, and Profit. The column headings are
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About importing data from a file or database
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Advanced Reporting Guide
automatically mapped to attributes and metrics, and you do not need to
manually insert column heading names.
•
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.
•
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 file: 150 MB
– Text/CSV file: 150 MB
When importing data from a file from a URL:
– Excel file: 800 MB
– Text/CSV file: 1 GB
For optimum performance, be sure your file sizes and system
requirements match the recommendations in the System Administration
Guide.
•
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 publishing Intelligent
Cubes created from data imported from a data source. The default
value is 100 MB.
For steps to modify these options, see the Desktop 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
12 Creating and editing database connections
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Importing Data
2
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 DB Connection and Create DB Login privileges
to define a new database connection.
To create or edit a database connection
1 In MicroStrategy Web, log in to a project.
2 Click Import Data.
3 From the left, click Database. The Database Upload options are
displayed.
4 Perform one of the following, depending on whether you want to create a
new database connection or edit an existing one:
•
To create a new connection:
a Click New 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.
5 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
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Creating and editing database connections
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Advanced Reporting Guide
detailed list of the information required for each database type, see the
Installation and Configuration Guide.
6 Type a name for the database connection in the Name the connection
field.
7 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.
8 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
report that runs against the Intelligent Cube, create a document using the
Intelligent Cube as a dataset, or create a Visual Exploration analysis using
the imported data.
Information and steps are below to import data from a file; information and
steps are also below to use SQL to import data from a database; see To
import and publish data from a file, page 15.
Importing data from a file
You can import data from the following file types:
•
.xls
•
.xlsx
•
.txt
•
.csv
14 Importing data
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Importing Data
2
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.
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 must be enclosed in quotes (“ ”), for example,
“Electronics”.
•
Read the Best practices for importing data from a file or database,
page 11.
To import and publish data from a file
1 In MicroStrategy Web, log in to the project to import data to.
2 Click Import Data.
3 From the left, click File. The File Upload options are displayed.
To select the data source and preview the import
4 Do one of the following, depending on the location of the file whose data
you are importing:
•
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.
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c
•
Browse to and select a file to import, then click Open.
To import data from a file using a URL link:
a Select the From the URL (http://...) option.
b Type the location of the file in the field below.
5 Do one of the following, depending on whether or not you want to view a
preview of the data:
•
To display a preview of the data being imported:
a Select the Show a preview of the data and display available
transformation options for Excel spreadsheets check box. By
default, the first sheet of an Excel workbook is displayed.
b Click Next. A preview of the imported data is displayed.
c If the file used to import data is an Excel workbook with more than
one sheet of data, use the Sheet Name drop-down list to select the
name of the sheet to import data from.
d By default, Web identifies the first row of data to use as headings
for the imported data columns. These column headings are then
displayed as the names of the attributes and metrics that you define.
– If the data in the imported file does not provide column
headings for the data columns, you can insert and specify the
column headings manually by selecting the Insert new
column headers check box. A default column heading is
automatically inserted for each data column. Click on the
column heading of each data column, and type a name for the
heading in the field.
•
To continue without viewing a preview of the data:
a Click Next.
b If the file used to import data is an Excel workbook with more than
one sheet of data, select the name of the sheet from which to import
data from the Select sheet to import drop-down list, then click OK.
To include or exclude data for import
6 To define attributes and metrics from the imported data:
a To designate a data column as an attribute or metric, click the left
arrow or the right arrow to move a data column to the Attributes list
or the Metrics list.
16 Importing data
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2
b To specify an alias for a data column, click the column name under
Alias, then type a new name. For example, you specify Cost as the
alias of the TOT_COST data column, and define the data column as a
metric. The metric is displayed as Cost when included in a report.
c
To specify the data type for a data column, click the data type listed for
the column under Type, then select a new data type from the
drop-down list.
d 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 details on mapping data columns and how it affects grouping and
selectors, see Mapping imported data to an existing attribute in the
project, page 24. 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:
– Hover the cursor over the column name under Alias, then click the
arrow icon and select Browse. The Select Mapping Object panel is
displayed.
– Navigate to and select the attribute form to map. You can expand
and collapse the list of attribute forms in an attribute by clicking
the arrow icon next to the attribute.
– To map the selected data column 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 to map onto the
alias of the data column.
– 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.
– Click OK to close the Select Mapping Object panel.
7 To exclude a data column from the published data, clear the check box
next to the column’s name. The data column is not included in the
published data and is not available to be used on reports, documents, and
analyses.
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8 Repeat the appropriate steps above for each data column.
can change the file used to select the imported data, or return
You
to the preview of the imported data, by clicking Edit next to Source
File or Preview. If you choose to edit either the data being
imported or return to the preview, any changes to the attributes or
metrics that you have defined are discarded.
To publish the data
9 Click Publish. The Save Cube dialog box opens.
10 Browse to the location in which to save the Intelligent Cube, then type a
name and description for the Intelligent Cube in the Name and
Description fields.
11 Click OK. The data is saved as an Intelligent Cube.
12 Once you have saved your data, you can use it to create a report,
document, or Visual Exploration 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 Exploration analysis, select Create Analysis. For
steps to create an analysis, see the MicroStrategy Web Help.
Importing data from a database
You can import data using the results of a Freeform SQL query on a
database.
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.
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•
You must have the Web Import Data and Web Import Database
privileges.
•
Read the Best practices for importing data from a file or database,
page 11.
2
To import and publish data from a database
1 In MicroStrategy Web, log in to the project to import data to.
2 Click Import Data.
3 From the left, click Database. The Database Upload options are
displayed.
To select the data source
4 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 Connections, then click the connection
name.
•
To define a new connection, click the New Connection
icon,
then specify the appropriate options for the connection. For details to
create a database connection, see the MicroStrategy Web
Administrator Help.
A list of the database tables in the selected database is displayed. You can
expand the name of a table and view a list 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. You can click Refresh to update the list of available tables.
5 Type a Freeform SQL statement to select data from the database in the
SQL pane. The statement must be a single-pass statement.
can convert a multi-pass SQL statement into a statement that
You
can be completed in a single pass using derived table syntax. For
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more information about Freeform SQL queries and an example of
converting a multi-pass SQL statement to a single-pass statement,
see Chapter 12, Custom SQL Queries: Freeform SQL and Query
Builder.
You can automatically generate a Freeform SQL statement to select each
data column in a database table, or quickly insert the name of a column
into the SQL pane. Do one of the following:
•
To generate a Freeform SQL statement to select the data in a table,
double-click the name of the table in the Available tables list. The
Freeform SQL statement is automatically added to the SQL pane. If
you have already typed text in the SQL pane, the Freeform SQL
statement is automatically highlighted and will be executed when you
click Execute SQL.
•
To insert the name of a column, double-click the name of the column
in the Available tables list. The column name is automatically added
to the SQL pane.
6 To run your Freeform SQL statement, click Execute SQL. If the SQL
pane lists more than one Freeform SQL statement, you must highlight the
statement that you want to run. A preview of your query results is
displayed on the Preview tab.
To include or exclude data for import
7 Click the Mappings tab.
8 To define attributes and metrics from the imported data:
a To designate a data column as an attribute or metric, click the left
arrow or the right arrow to move a data column to the Attributes list
or the Metrics list.
b To specify an alias for a data column, click the column name under
Alias, then type a new name. For example, you specify Cost as the
alias of the TOT_COST data column, and define the data column as a
metric. The metric is displayed as Cost when included in a report.
c
To specify the data type for a data column, click the data type listed for
the column under Type, then select a new data type from the
drop-down list.
d 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
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additional data columns to the attribute, by mapping each data
column to a different attribute form.
For details on mapping data columns and how it affects grouping and
selectors, see Mapping imported data to an existing attribute in the
project, page 24. 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:
– Hover the cursor over the column name under Alias, then click the
arrow icon and select Browse. The Select Mapping Object panel is
displayed.
– Navigate to and select the attribute form to map. You can expand
and collapse the list of attribute forms in an attribute by clicking
the arrow icon next to the attribute.
– To map the selected data column 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 to map onto the
alias of the data column.
– 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.
– Click OK to close the Select Mapping Object panel.
9 To exclude a data column from the published data, clear the check box
next to the column’s name. The data column is not included in the
published data and is not available to be used on reports, documents, and
analyses.
10 Repeat the appropriate steps above for each data column.
To publish the data
11 Click Publish. The Save Cube dialog box opens.
12 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.
13 Click OK. The data is saved as an Intelligent Cube.
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14 Once you have saved your data, you can use it to create a report,
document, or Visual Exploration 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 Exploration 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 to use to create reports and documents in 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:
•
Importing data from a file, page 14
•
Importing data from a database, page 18
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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
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
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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.
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.
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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 14
•
Importing data from a database, page 18
Updating and refreshing imported data
Once you have published an Intelligent Cube using data imported from a file
or database, 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.
You can republish an Intelligent Cube by clicking the name of the Intelligent
Cube in MicroStrategy Web. If the original data source of the Intelligent
Cube was a table in a database, a Freeform SQL query, or a file from a URL,
Web attempts to automatically republish the Intelligent Cube with new data
from the same data source. If the original data source was a file on your
computer or network, you must upload the file again. For steps, see
Importing data from a file, page 14.
To refresh imported data
1 Click the name of the Intelligent Cube to refresh.
•
If the Intelligent Cube was originally published using data from a
table in a database, a Freeform SQL query, or a file from a URL,
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MicroStrategy Web attempts to automatically republish the
Intelligent Cube using data from the same data source.
•
If the file or table in the database is not found, the Freeform SQL
query 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 steps that you originally used to create the
Intelligent Cube. For steps to publish an Intelligent Cube from data
imported from a file, see Importing data from a file, page 14. For
steps to publish an Intelligent Cube from data imported from a
database, see Importing data from a database, page 18.
•
If the original data source was a file that was uploaded from your
computer or network, you must upload the file again using the steps
you originally used to create the Intelligent Cube. For steps to publish
an Intelligent Cube from data imported from a file, see Importing
data from a file, page 14.
To include or exclude data for import
If the names or data types of the columns in the original data have
changed, or if columns are missing in the new file, you must map the new
data to attributes and metrics before republishing the Intelligent Cube.
2 To define attributes and metrics from the imported data:
a To designate a data column as an attribute or metric, click the left
arrow or the right arrow to move a data column to the Attributes list
or the Metrics list.
b To specify an alias for a data column, click the column name under
Alias, then type a new name. For example, you specify Cost as the
alias of the TOT_COST data column, and define the data column as a
metric. The metric is displayed as Cost when included in a report.
c
To specify the data type for a data column, click the data type listed for
the column under Type, then select a new data type from the
drop-down list.
d 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.
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For details on mapping data columns and how it affects grouping and
selectors, see Mapping imported data to an existing attribute in the
project, page 24. 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:
– Hover the cursor over the column name under Alias, then click the
arrow icon and select Browse. The Select Mapping Object panel is
displayed.
– Navigate to and select the attribute form to map. You can expand
and collapse the list of attribute forms in an attribute by clicking
the arrow icon next to the attribute.
– Click OK to close the Select Mapping Object panel.
3 To exclude a data column from the published data, clear the check box
next to the column’s name. The data column is not included in the
published data and is not available to be used on reports, documents, and
analyses.
4 The Mapped Column Not Found
icon is displayed next to each data
column that was mapped to an attribute or metric in the originally
published data, and is now missing from the new data being imported. To
replace the missing column with a new data column, click the name of the
new column under Alias, then select the alias of the missing column from
the drop-down list. When the Intelligent Cube is republished, the data in
the new data column replaces the data from the missing data column.
5 The Data Type Error
icon is displayed next to each data column that
was mapped to an attribute or metric in the originally published data, but
has a different data type in the new data being imported. The data type
from the new data column will overwrite the old data type when the
Intelligent Cube is republished.
6 An Unused Column
icon is displayed when a column is not mapped
to an attribute or metric. This data will not be available when the
imported data is published.
7 Click Publish. The Intelligent Cube is republished with the new data.
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Scheduling updates for an Intelligent Cube created using
imported data
Once you import data from a file or database, 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 14)
•
From a database (see Importing data from a database, page 18)
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.
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.
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6 Click To. The Recipients Browser dialog box is displayed. Use the right
arrow &gt; 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.
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.
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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.
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.
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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.
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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 36
•
Nested metrics, page 81
•
Conditional metrics, page 84
•
Transformation metrics: Time-based and other comparisons, page 112
•
Compound metrics, page 117
•
Creating metrics by combining metrics, filters, and transformations,
page 121
•
Metric subtotals, page 124
•
Metric functions, page 134
•
Join specifications, page 142
•
Metric-specific VLDB properties: SQL and analytical customization,
page 144
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•
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Metric column aliases: SQL identifiers and data types, page 145
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))
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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 36.
•
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 84.
•
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.
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A transformation is an optional component. For a more detailed
description, including examples, see Transformation metrics:
Time-based and other comparisons, page 112.
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 87.
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
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on any report the metric is placed upon. A metric level is sometimes also
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
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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 56.
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 44.
•
Grouping: Grouping determines how the metric aggregates. For a more
detailed description, see Grouping: How aggregation is performed,
page 45.
•
Filtering: Filtering governs how the report filter interacts with the metric
calculation. For a more detailed description, see Filtering: Interaction
with report filters, page 52.
A target, grouping, and filtering combination composes one level unit.
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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 75 and Level metrics
accepting dimensionality units to emulate MicroStrategy 6.x
behavior, page 81.
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
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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.
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
&lt;|
Grouping = Beginning fact
&gt;|
Grouping = Ending fact
&lt;
Grouping = Beginning lookup
&gt;
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.
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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 42.
The elements of a metric level are described briefly below, with references to
more detailed information following this section.
•
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 44.
•
Grouping: Grouping determines how the metric aggregates. For a more
detailed description, see Grouping: How aggregation is performed,
page 45.
•
Filtering: Filtering governs how the report filter interacts with the metric
calculation. For a more detailed description, see Filtering: Interaction
with report filters, page 52.
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 &amp; Architecture
•
Literature
•
Drama
•
Alternative
The base report is shown below:
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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 &amp; 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
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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.
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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?
•
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 42. 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 56.
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For specifics on using a hierarchy as a target, see Using a hierarchy as the
target of a metric level, page 69.
following examples use attributes as the target; for an example
The
using a hierarchy, see Level metrics review: Standard grouping,
page 58.
In the Revenue (Dimensionality All Products) metric discussed previously
(see Level metrics: Modifying the context of data calculations, page 36), 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.
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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 36. 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.
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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]
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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,
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[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.
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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 58 and Level metrics review: No grouping, page 64.
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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]) {~+, &gt;|Month+}. If
grouping was set to beginning fact, the indicator would be &lt;|.
Similarly, the indicators for beginning lookup and ending lookup are
&lt; and &gt;, respectively. See Metric level property symbols: Defining
expression syntax, page 39.
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
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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 87 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 36. 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
(dimensionality) properties on the View menu, or click the Show
level (dimensionality) properties icon on the toolbar.
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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
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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
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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 39.
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
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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
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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 &amp; 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
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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?
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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]
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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])
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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 144.
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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
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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.
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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+}
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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.
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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%}
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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
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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:
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
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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 71. 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 36.
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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.
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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.
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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.
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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 metric 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.
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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
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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 75.
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 78, illustrates how the setting allows
you to re-use metrics. For a definition and examples of metrics containing
metric filters, see Conditional metrics, page 84.
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
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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)
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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).
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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
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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 84.
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To re-use a metric with the Filter setting
1 Create a filter with the following conditions and name it Northeast
Electronics:
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.
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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
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 38).
Nested metrics
Nested metrics, or nested aggregation metrics, are a type of simple metric,
where one aggregation function is enclosed inside another. For example:
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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 36.
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:
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The following report uses the above metric to display the average category
revenue for each region.
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.
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To type the definition for a nested metric
1 Under the File menu, select New, and select Metric.
2 Choose Empty Metric and click OK.
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 select Metric.
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
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apply a filter to only one metric on a report while not affecting the other
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 87, 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.
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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]) {~+}
&lt;[Base Salary]&gt;
Notice that the filter name is placed between angle brackets (&lt; &gt;).
(Additional symbols are described in Metric level property symbols:
Defining expression syntax, page 39.) 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]) {~+}
&lt;[Regular Bonus]&gt;
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
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description of compound metrics, including examples and procedures, see
Compound metrics, page 117.
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)] {~+} &lt;[Active
Female Customers in Central Region]&gt;
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.
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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 39. For more general information on level metrics,
see Level metrics: Modifying the context of data calculations, page 36.
•
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+} &lt;[Central]&gt;
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?
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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 117.
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
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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 121.
To create a conditional metric
1 In Desktop, from the File menu, point to New and 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 377.
2 Create the metric formula by adding facts, attributes, metrics, operators,
and/or functions. For example, to create the Paid Salary metric shown
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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 34. 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.
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 92, Remove related report filter elements, page 97 and
Changing the condition advanced option defaults, page 109.
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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 92 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 97 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 99 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.
•
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
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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
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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 97.
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 149.
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 &gt; 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
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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.
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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
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
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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 109.
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.
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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 97.
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 109.
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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 92.
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 92. 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 &gt; 20. The report contains Year, the High-Volume Customer Revenue
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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 104.
•
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.
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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 107 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
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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.
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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
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items 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.
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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
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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.
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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.
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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) &gt; 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) &gt; 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
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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.
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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
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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 97. 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 99.
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
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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 75.
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 92.
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.
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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 39.) The two metrics are placed on a report with the
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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.
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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.
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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
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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 121.
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 134.
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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 120. 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 121.
Compound metric example
The following report compares actual amounts to forecasted amounts. It is
used to assess differences between projected amounts, referred to as
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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 56. See the table of
symbols in Metric level property symbols: Defining expression syntax,
page 39.
The last two metrics on the report are compound metrics based on these
simple metrics. The metric definition for Actual - Forecast Amount
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Difference simply subtracts Forecast Amount from Actual Amount, as shown
below:
([Actual Amount] - [Forecast Amount])
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.
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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
multiple metrics with multiple filters or transformations. This can help
reduce the time required to create the metrics for a project.
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This tool 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 84), while combining metrics with
transformations allows you to compare values at different times (see
Transformation metrics: Time-based and other comparisons, page 112).
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 147.
•
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
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.
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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.
•
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.
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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.
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 125. You can set the display location and how the subtotal is calculated
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on the report, as described in Totaling and subtotaling data on reports,
page 305.
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 133.
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 125. 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 126.
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
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Subtotal function
Description
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 Analytical Engine can also handle a large number of
statistical, mathematical, financial, date-and-time, string, and OLAP
functions, 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.
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
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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 130.
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 124.
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 310.
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
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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
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.
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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.
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
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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
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 39.
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.
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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.
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 &gt; to add them to the metric.
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16 Save the metric and close the Metric Editor.
17 Create the new report:
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.
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.
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.
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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.
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Metric functions
Some useful functions to use in metrics include:
•
Rank, page 134
•
Count, page 136
•
Running and moving sums and averages, page 137 (also called OLAP
functions)
•
N-tile, page 139
•
First and Last, page 141
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 141
•
Apply functions: Using database-specific functions in metrics, page 142
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 125. 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)
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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&lt;BreakBy={Year}&gt;(Revenue)
The document shown below uses two different reports:
•
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.
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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.
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
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True, each customer is counted once only, irrespective of how many
orders they have made.
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
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•
Moving sum
•
Running average
•
Running sum
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&lt;BreakBy={[Month of
Year]}, SortBy= (Day) &gt;(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&lt;SortBy= (Year, Quarter) &gt;(Revenue), while the
moving sum is defined as MovingSum&lt;BreakBy={Year}&gt;(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
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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&lt;Tiles=10,
Ascending=False&gt;(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
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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.
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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 127.
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 124.
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.
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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 more information, see Apply
functions in metrics: Using database-specific functions, page 186.
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.
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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 121. For more information
about compound metrics in general, see Compound metrics, page 117.
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
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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 Chapter 15, VLDB
Properties. For details on all VLDB properties available in MicroStrategy, see
the MicroStrategy Supplemental Reference for System Administration.
•
Integer Constant in Metric determines whether to add a “.0” after an
integer.
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•
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 812.
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.
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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 149, 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 152
•
Dynamic dates: Filtering by offsetting the current date, page 157
•
Importing and exporting elements for attribute qualifications, page 165
•
The attribute level of set qualifications: Output level, page 168
•
Resetting rank and percent metric qualifications: The break by
property, page 171
•
Metric-to-metric comparisons, page 172
•
Merging attribute qualifications, page 173
•
Applying qualifications independently of relationship filters, page 175
•
Custom expressions and database-specific functions, page 176
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•
Joint element lists: Grouping elements from multiple attributes,
page 194
•
Prompted filters: Asking for user input for filter conditions, page 196
chapter does not include information about security filters,
This
which are discussed in the MicroStrategy 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
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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, &quot;Region = Northeast&quot; or &quot;Revenue
&gt; $1 million&quot;. 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.
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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:
Attribute-to-attribute qualification, page 152, compare two attributes
through attribute forms.
Dynamic dates: Filtering by offsetting the current date, page 157, are
fixed offsets of the current date.
Importing and exporting elements for attribute qualifications,
page 165, allow lists of data from existing files to be imported into the
filter definition.
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Set qualifications:
The attribute level of set qualifications: Output level, page 168,
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 170, 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 171, is the attribute level at which to restart counting
rank or percent values for a metric.
Metric-to-metric comparisons, page 172, dynamically compare the
values of two metrics.
Merging attribute qualifications, page 173, specifies whether existing
attribute qualifications should be merged into the calculation of the
metric qualification.
Applying qualifications independently of relationship filters,
page 175, 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:
Custom expression qualification filters, page 178, 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 182 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 183,
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 196,
provide dynamic report definitions which can change with every report
execution. Most qualification types allow prompts.
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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 153 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 155 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 178.
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.
To create an attribute-to-attribute qualification
procedure creates a filter within a report; it does not create a
This
stand-alone filter that can be used on other reports, metrics, and so
on.
1 Open a report in the Report Editor.
2 Double-click in the Report Filter pane to create a new qualification.
3 Select Add an Attribute qualification and click OK. The Attribute
Qualification pane opens.
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4 In the Object Browser, find the attribute that you want to qualify on and
drag it to the Choose an attribute field.
5 Select an attribute form from the Qualify On drop-down list. (You cannot
select Elements in an attribute-to-attribute qualification.)
6 Select an Operator.
7 Select Custom from the drop-down list.
8 Type the custom expression in the text box. This is either:
•
Another attribute. In this case, drag the attribute from the Object
Browser into the text box. For an example, see Example: Customers
who live in the same city as call centers, page 153.
•
A custom expression. In this case, type the expression into the text
box. For an example, see Example: Filtering on an income bracket,
page 155.
9 Click OK to return to the report.
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 Desktop, from the File menu, point to New and 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 more information, see
Object templates, page 377.
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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 Drag the Customer City attribute (located in the Customers hierarchy)
from the Object Browser to the Choose an attribute field.
5 Change Qualify on to ID.
6 Change the operator to Exactly.
7 Select Custom from the drop-down list.
8 Drag the Call Center attribute from the Geography hierarchy to the next
text field.
MicroStrategy automatically generates the custom expression [Call
Center]@ID.
9 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 Desktop, from the File menu, point to New and select Report. The
Report Editor opens.
If the New Report 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 more information, see
Object templates, page 377.
2 Add the Customer City attribute to the report.
3 Add the Customer City = Call Center filter to the report.
4 Save the report, and then execute it.
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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 at
least $21,000 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 lowest one, &lt;21k—and their associated profits.
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To create an attribute-to-attribute qualification filter that uses a custom
expression
1 In MicroStrategy Tutorial, double-click in the Report Filter pane to create
a new filter.
2 Select Add an Attribute qualification and click OK. The Attribute
Qualification pane opens.
3 Drag the Income Bracket attribute (located in the Customers hierarchy)
from the Object Browser to the Choose an attribute box.
4 Change Qualify on to DESC.
5 Change the operator to Does not begin with.
6 Select Custom and type &quot;&lt;&quot;.
Note that in the image above, all income brackets except for the &lt;21k
bracket begin with a character other than “&lt;”, so by excluding attribute
elements that begin with that character, you filter out of your report only
the lowest Income Bracket, &lt;21k. All other brackets appear on the report.
“&lt;” character must be enclosed in quotes or MicroStrategy will
The
return an error, since “&lt;” is a reserved MicroStrategy character.
7 Click OK to return to the report.
Executing a report with this filter and placing the Income Bracket attribute
and Revenue metric on the report displays the following data:
Note that the lowest income bracket, &lt;21k, 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
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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.
•
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.
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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
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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 84.
•
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 On the File menu, point to New, and choose Filter. The Filter Editor
opens.
If the New Filter dialog box opens, double-click Empty Filter to open the
Filter Editor.
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.
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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 Open a new metric.
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.
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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 Open a new report.
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
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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.
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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 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 choose Filter. The Filter Editor
opens.
If the New Filter dialog box opens, double-click Empty Filter to open the
Filter Editor.
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.
12 Select Between from the Operator drop-down list.
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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.
19 Save and close the filter, naming it 1 Month Ago from Prompted Date.
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Create the report
20 Open a new report.
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
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.
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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 more information, see
Object templates, page 377.
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.
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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 more information, see
Object templates, page 377.
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 In the List field, type the element IDs, descriptions, or other items,
separated by a comma, as shown in the example below:
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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 &gt; 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 169
•
The output level of metric qualifications, page 170
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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 175.
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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 &gt; 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.
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•
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.
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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.
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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
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located on the Advanced Options dialog box. By default, this property is
selected, which combines the qualifications.
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 296.
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.
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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 169.
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.
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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 177.
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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 178 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 182 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 183. 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 179 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
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test for orders that are shipped between 4 A.M. and 6:59 A.M. (See for
Example: Test the shipping hour of orders, page 180 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 186.
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 =, &lt;, &gt;, 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
more information, see Object templates, page 377.
2 Double-click in the Filter definition pane. The Filtering Options dialog
box opens.
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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 177. 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 178. In the Custom expression box, type the
following custom expression:
Length(Customer@[Last Name]) &gt; 15
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
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custom expression statement evaluates as true, and the Customer attribute
element is included in your data set. 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 data set 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 178 to test
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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.
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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 153. For more general information on
these filters, as well as additional examples of their use, see
Attribute-to-attribute qualification, page 152.
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 182.
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.
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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.
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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:
&lt;relation; filter qualification&gt;
{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
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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
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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 &gt;
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 &gt;
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.
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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 &gt;, &lt;, 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.
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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(“&lt;ComparisonFunction(#0,#1)&gt;”,
attribute0@ID, attribute1@ID)
Or
ApplyComparison(“#0 &lt;ComparisonOperator&gt;
#1”,attribute0@ID, attribute1@ID)
In these examples, the code marked with angled brackets (&lt;&gt;) can be
replaced with database-specific functions or operators such as between, +,
and DateAdd. See Custom expression qualification filters, page 178 and
Custom expressions in attribute-to-attribute qualification filters, page 182
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
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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
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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 178
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.
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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
data set.
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 113), 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 186 for more
information.
To re-create this attribute-to-attribute qualification filter example
1 From the File menu, point to New, and select Filter.
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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(&quot;DatePart('yyyy',
DateAdd('m', -1, date())) * 100 + DatePart('m',
DateAdd('m', -1, date()))&quot;,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
data from Sep 2006. If you regenerate the report in Dec 2007, the new report
will return data only from Nov 2007.
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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).
•
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 187, as well as the Standard
Functions chapter of the Functions Reference.
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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 the Desktop,
complete the following steps:
1 Select My Preferences from the Tools menu.
2 Choose the Editors tab.
3 Click Filter Options.
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.
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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 &gt;
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.
Execute the report. The results are displayed below:
This report is saved as Joint Element List.
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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 197
•
Prompted metric qualifications, page 197
•
Report object prompts, page 198 (using shortcut-to-a-report
qualifications)
•
Filter object prompts, page 198 (using shortcut-to-a-filter qualifications)
For more information on prompts, see Chapter 7, Advanced Prompts.
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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
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.
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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:
•
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 199.
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:
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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 200.
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 373.
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.
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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 201 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.
•
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
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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.
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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.
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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 243, 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 204
•
Custom group effects on SQL generation, page 208
•
Custom group structure on reports, page 214
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•
Creating a custom group, page 216
•
Editing and formatting a custom group, page 217
•
Determining custom group interaction with the report filter, page 223
•
Deleting a custom group, element, or condition, page 228
Information about consolidations includes:
•
Consolidations: Grouping attribute elements with arithmetic and
logical operators, page 229
•
Consolidation elements, page 232
•
Evaluation order, page 235
•
Consolidations and SQL, page 236
•
Consolidation example, page 242
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
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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 218.
•
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
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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 &gt; $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 223.
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 224.
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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 &lt; 50
AND
Store Inventory &lt; 200
Large stores with low inventory
Store Sales &gt; 50
AND
Store Inventory &lt; 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 &lt; 50
(MQ1)
AND
(logical operator)
Store Inventory &lt; 200
(MQ2)
Large stores with low inventory, which is a logical expression of the
following two metric qualifications:
Stores Sales &gt; 50
AND
Store Inventory &lt; 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.
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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
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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.”
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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.
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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
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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
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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
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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 214.
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
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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
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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
Options in Custom
Group Editor
• Enable hierarchical display
• Enable subtotals
• Position of element headers
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.
Prerequisite
•
You must have the Web Use Custom Group Editor privilege to access the
Custom Group Editor.
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To create a custom group
1 Browse to the folder in which to create the new custom group, then click
icon. The Custom Group Editor is
the Create Custom Group
displayed.
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 218
•
Enabling subtotals for custom groups, page 219
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•
Sorting custom groups, page 220 (based on attribute ID or metric value)
•
Determining custom group interaction with the report filter, page 223
•
Prompted custom groups, page 224
You can also edit the custom group elements and the conditions in a custom
group element. For steps, see Editing custom group elements, page 224 and
Editing the conditions in a custom group element, page 226.
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:
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Enabling subtotals for custom groups
As shown in the table in Custom group structure on reports, page 214, 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
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:
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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
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:
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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
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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:
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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
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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.
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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 216.
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 226.
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.
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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
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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 216.
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
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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.
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Steps in MicroStrategy Web
Ungroup two conditions
Change the logical
operator between 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.
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.
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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,
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such as Region and Country, or unrelated attributes, such as Country
and Year. For more information, see Consolidation elements,
page 232.
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.
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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 337.
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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.
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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.
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].
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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]
The report now appears as follows:
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Existing elements
Using existing elements allows you to perform row level math, as described
previously. For an example, see Perform row level math, page 231.
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
2003) + (May 2002 / May 2003). When the first calculation is used, that is,
the Seasons consolidation is evaluated first, the following report results.
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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.
For example, the following SQL is for the dollar sales by season report
discussed in Create a virtual attribute, page 230.
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
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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.
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.
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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.)
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
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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 305.
In contrast, a similar report contains Year, a Seasons consolidation,
Category, and the Revenue metric, in that order from left to right.
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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.
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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
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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.
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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:
•
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.
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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
Re-using consolidation elements
No
Yes
Hierarchical display
Flexible and expandable Fixed at element level only
Subtotals
Yes
(row level math)
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,
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consolidations can be assigned an evaluation order to provide more and
varied analyses. For more information on evaluation order, refer to
Evaluation order, page 235.
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, see Custom
group structure on reports, page 214.
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
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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 237.
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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 247
•
Creating custom drill maps and paths, page 249
•
Drill map association: Objects containing the drill map, page 254
What is drilling?
After executing a report in a MicroStrategy reporting environment, you may
need to execute another report based on the original report to get more
detailed or supplemental information. For example, after looking at annual
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sales of a certain city, you 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, you may want to see if that is also true for the entire category of that
item. Such actions where you create 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, you can right-click an object on the report and then
select the direction and destination. However, you are restricted by any
settings assigned to the object's drill map. To override the default settings for
keeping the parent and/or thresholds, drill using the Drill dialog box, which
is accessed from the Drill option on the Data menu. For instructions, see the
online help. For more information on these settings, see Drill path
properties, page 251.
Drill maps and drill paths
Drill maps determine the options available to an end user when drilling on a
report. By right-clicking on a report and choosing the drill option, you are
using 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 you
when you drill on a report object. These different options are referred to as
drill paths, which includes 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.
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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 your drilling options you need to understand how the
default drill paths work.
The end user can drill from any object on a report, other than a simple
metric. For example, drilling down from an attribute or hierarchy allows you
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 you 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 on which you drill is carried over as well. For
example, a report lists revenue by state and contains a filter for the
Electronics category. You select Virginia when you drill 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.
right-click menu provides two ways to drill. If you right-click a
The
header, a filter is not added to the drill. If you right-click an attribute
element, the filter is used.
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
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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. You cannot drill to Country or Call Center from Region
unless you add them to your new drill map as well.
To create a custom drill path, you select a destination and drill path type and
set properties.
Destination: Where the drill takes users
The destination is the object which you will drill to in the report. This can be
an attribute, consolidation, hierarchy, template, or another drill map. 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. When an existing drill map is chosen
as the destination, it functions as a shortcut to the drill paths of the selected
drill map.
For each drill path type, you can have multiple destinations. You can create
multiple drill paths in each drill map.
Drill path types
A drill path can be one of the following types:
•
Up—The destination can be any attribute or consolidation and does not
have to be related to the original object. The destination is shown as part
of the Drill Up menu when you right-click and select Drill in the report.
•
Down—This is similar to Up, except that the destination is shown as part
of the Drill Down menu when you right-click and select Drill.
•
Across—This is also similar to Up, except that:
The destination is shown as part of the Other Directions menu when
you right-click and select Drill.
A hierarchy can be used as a drill path.
•
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.
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Drill Map—Use this as a shortcut to the drill paths of another drill map.
The destinations of those drill paths are displayed along with the
destinations 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 you select Drill and Up, both Brand and Subcategory are
displayed.
Select an existing drill map to use as the destination.
can group drill paths together in the right-click Drill menu by
You
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.
Drill path properties
The following properties affect how the filter is manipulated:
•
Apply user filtering conditions
•
Apply original report filter conditions
These properties are not mutually exclusive; you have four combinations to
choose from, which are listed below. The examples in the list are based on a
report that lists 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 resulting report contains Electronics
revenue for Virginia stores only.
•
Apply neither. The drill report includes revenue, by city, for all categories
and all states.
•
Apply the user selection. The new report displays Virginia revenue for all
categories, listed by store.
•
Apply the original only. The resulting report shows Electronics revenue
by store for all states.
The other property that affects the filter is Consider other filter
qualifications when resolving metric qualifications in the new report,
which 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 you drill on the report. For more
information on the report filter setting, see Merging attribute qualifications,
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page 173. If you select Default in the Drill Map Editor, the report filter’s
setting is used. Select Yes to consider other qualifications or No to ignore
them, regardless of the report filter setting.
Consider other filter qualifications property is applied only if
The
Apply user filtering conditions, Apply original report filter
conditions, or both these properties are selected.
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 selecting Yes in the drill map setting.
Return to the original report, edit the drill map, and change the Consider
other filter qualifications property to No. Again drill down on the Central
region to Customer City. The following report is displayed:
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.
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The Keep parent object property determines whether the original object
appears in the destination report. By default, this setting is not selected. To
continue with the state revenue report example, the object name Virginia
does not appear on the new report:
Store
Revenue
Alexandria
$123,456
Arlington
$435,345
Centreville
$94,987
Fairfax
$105,873
If the default setting is changed, Virginia does appear on the report:
State
Store
Revenue
Virginia
Alexandria
$123,456
Arlington
$435,345
Centreville
$94,987
Fairfax
$105,873
This setting does not apply to the template drill type.
The Keep thresholds when drilling property retains thresholds during a
drill.
The Priority setting 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. Click the hyperlink
to drill on the elements.
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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.
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
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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.
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
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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.
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.
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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.
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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
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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.
•
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
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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
iPhone and iPad. For more information on these prompts, see
Prompts for iPhone and iPad, page 845.
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 Chapter 5, Custom Groups and
Consolidations.
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. You are presented with at least one hierarchy and all of the
attributes included in that hierarchy. You can 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 make
qualifications from all hierarchies presented at report runtime.
Qualify on an attribute
This is used to apply conditions or qualifications to an attribute form.
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The user is presented with one or more attributes and may qualify on an
element list or an attribute form of one of them.
To define an attribute qualification prompt, you can either:
•
Choose a particular attribute.
•
Present the user with a partial or complete list of attributes that are 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. The user is
presented with one or more metrics, and may choose one on which to qualify.
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
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.
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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:
•
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.
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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 expanded example, see
Examples: Object prompts, page 263.
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 runtime, 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 runtime, 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
Groups. Based on the user’s choice, the Sales metric is calculated
accordingly.
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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
Rather than create many different reports, you would like to 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 selects 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 desired 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.
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.
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•
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.
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.
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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.
In the US, the report is executed, and 1 is entered at the currency conversion
prompt. The results are shown below:
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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 36.
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
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 36. For an
example of an object prompt, see the Building Queries and Query
Objects, for Designers chapter of the MicroStrategy Basic Reporting
Guide.
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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 runtime, 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
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
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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.
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 263. 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.
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To define the prompt type to be presented 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 &gt; 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
You can add more objects by clicking Modify, which opens the
Select Objects dialog box so you can select additional objects.
f
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
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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.
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.
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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.
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 &gt; 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 44.
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 52.
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 45.
14 To delete the selected level, click Remove.
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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 75.
•
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.
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.
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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 275. For descriptions of the
style properties, see Defining how prompts are displayed in MicroStrategy
Web: Style properties, page 278.
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 281.
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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
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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
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Available for:
Text box
• Attribute qualification prompts
• Metric qualification prompts
• Value prompts
Tree
• Hierarchy prompts
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.
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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.
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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.
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
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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 277). 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.
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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.
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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:
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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
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“south”), so the user can change the Match option to Any selection
(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 75.
•
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
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Metric, so that the metric qualification is calculated at the level defined in the
metric.
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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.
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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.
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
understanding of the project. This allows your users to create their own
reports in a controlled, user-friendly environment.
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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.
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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
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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.
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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 data set 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 293
below. Metric level filtering is also explained in more depth in Filtering:
Interaction with report filters, page 52. 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
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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
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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.
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
&gt; 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.
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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
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 &amp; 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 &gt; 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
data set. The report limit is applied to this data set. 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.
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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.
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 data set. 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.
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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.
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 &gt; 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.
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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.
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
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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
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
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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
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 632
and Using Query Builder reports to filter other reports, page 696.
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.
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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.
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
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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.
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.
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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 data set is generated in the database or brought back to the Intelligence Server.
Optimally, the data set 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 data
set. 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 data set
generated in step 3.
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
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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 data
set
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 data sets 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 365), 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
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:
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•
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.
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 125. You
can create a customized user-defined subtotal using the Subtotal Editor. For
more information, see Creating your own subtotals, page 126.
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
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location, use the Display Options tab in the Subtotals dialog box; for
instructions, see the online 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.
•
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.
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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,
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
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position option. Return Region to its position between Quarter and
Employee.
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.
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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.
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.
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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
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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.
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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.
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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.
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For information on memory usage, see the MicroStrategy System
Administration 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 317.
Sorting allows you to order the report data set 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
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totals. An example of hierarchical sorting is explained after the advanced
sorting example that follows.
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.
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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.
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.
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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
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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.
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To set up the sample report
1 Create a new report.
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 &gt; 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.
11 On the Rows tab, click Add to create a new sort.
12 Change Criteria to Price.
13 Click Add to create another sort.
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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.
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.
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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.
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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.
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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
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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.
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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
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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 326.
•
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 449.
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
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•
Negative numbers
•
Zero values
•
Text
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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.
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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
(&amp;), tilde (~), curly brackets ({ }), equals sign (=), less than and greater than signs (&lt;
&gt;), 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 (&quot; &quot;). 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 &quot;##&quot;:&quot;##&quot;:&quot;##&quot;.
*(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.
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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.
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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.
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.
[h]
Displays the total number of hours.
[m]
Displays the total number of minutes.
[s]
Displays the total number of seconds.
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
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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
&cent;
0163
&pound;
0165
&yen;
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: [&lt;400][Black]”Poor”;
[&gt;600][Red]”Good”; [Blue]”Average”
In this example, [&lt;400] and [&gt;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.
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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
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Format
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Cell data
Display
#,##0&quot;CR&quot;;#,##0&quot;DR&quot;; 2567
0
-4567
0
2,567CR
4,567DR
0
#,###
1500
1,500
0,
10,000
10
&quot;Sales=&quot;0.0
123.45
Sales=123.5
&quot;X=&quot;0.0;&quot;x=&quot;-0.0
-12.34
x=-12.3
&quot;Cust. No. &quot; 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&quot;h&quot; mm&quot;m&quot;
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
&pound; 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
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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
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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.
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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 333.
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.
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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
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have access to XSLs and HTML template files if the document
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 457.
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 334. 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.
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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.
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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.
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.
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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.
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.
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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.
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
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This layer...
Is overwritten by these layers...
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
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:
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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
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.
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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
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
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•
Border
•
Pattern
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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.
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.
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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
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.
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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 347.
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.
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)
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Store ID
Store Name
1
East
2
Central
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Store ID
Store Name
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.
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
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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
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
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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.
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
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Preserve All Lookup Table Elements VLDB property in Chapter 15, VLDB
Properties.
•
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 347.
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 347.
•
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
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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 353.
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.
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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 includes 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.
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 351.
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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 data set. 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 data set.
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.
By default, the compound smart metric is evaluated before the consolidation,
yielding a result of 2.83. The next section, Default evaluation order,
page 355, provides more detail.
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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 235, discusses multiple consolidations on
a single report.
•
Consolidation and view evaluation order example, page 361,
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
Data Options dialog box to specify the evaluation order. The setting is found
under Calculations, then Evaluation Order.
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The default evaluation order described in Default evaluation order,
page 355 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 355.
Evaluation order in data definition and view definition
The data set 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 Data Set evaluation order settings are evaluated
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first, and then those in the View evaluation order are evaluated. The
following table describes where objects are evaluated.
Object
Evaluation Order
Consolidation
Data Set
Derived metric
View
Derived element
View
Report limit
Data Set
Compound smart metric Data Set or View:
• Set automatically to View
• Can be changed manually
Subtotals
View
Data set 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.
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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.
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Next, create a derived metric, which causes the report view to differ from the
data set.
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 data
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set. Recall that, by default, objects in the view are calculated after objects in
the data set are computed.
You can specify whether compound smart metrics are evaluated in the data
set 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 data set 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.
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 data set from the drop-down menu.
6 Click OK to return to the Evaluation Order dialog box.
Revenue Rank is now displayed in the Data Set evaluation order.
7 Click OK to return to the report.
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.
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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 235. 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
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:
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$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 data set evaluation order, page 360. Set Total to 1 and
Years to 2.
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 data set
evaluation order and the subtotals move to the view evaluation order. Since
the data set 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.
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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.
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
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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
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.
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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.
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
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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.
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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.
See Chapter 7, Advanced Prompts, for more information.
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 258. For more information on scheduled reports in general, see
the Automating Administrative Tasks chapter of the MicroStrategy
System Administration Guide.
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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.
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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 372 and Shortcut to a template,
page 372.
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 377.
Neither the deployment folders nor the reports are special, except that they
are available for other users to access.
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For more information on deployment, see the MicroStrategy Project Design
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 304.
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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
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.
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Shortcut to a filter
When you add a filter to a report, you can:
•
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 373.
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
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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 377.
A shortcut to a template, which is sometimes referred to as a linked
template, functions similarly to a shortcut to a filter.
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
are use it, see The impact of modifying templates, page 375.
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.
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To create a report with shortcuts to a filter and a template
1 Create a new report.
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
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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,
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Region, Metric 1, and Metric 2. The view filter is set to “Metric 1 &gt; 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.
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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, see Shortcut to a template, page 372.)
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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 381.
•
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
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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
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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, follow the
instructions in Disabling 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.
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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, see Shortcut to a template, page 372.)
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.
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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 378.
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 disabled
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 Gird
dialog box is not displayed and Default Format is automatically used.
For instructions on enabling and disabling object templates, see the Desktop
Help.
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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.)
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 Specify the options in the three tabs of the dialog box. For a detailed
explanation of each option, see the online help.
4 Click OK. The Bulk Export Setup dialog box closes and the report is now
specified as a bulk export report.
5 Save the report.
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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
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.
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.
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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 386
•
Viewing graph reports, page 389
•
Adding an object to a graph report, page 390
•
Choosing an appropriate graph style, page 392
•
Moving objects on a graph report, page 396
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•
Graph style usage and examples, page 399
•
Advanced graph style usage and examples, page 422
•
Formatting a graph report, page 446
•
Choosing a graph image format for HTML documents and Web,
page 508
•
Exporting and sharing graphs, page 509
•
Using interactive graph visualizations in documents: Widgets, page 512
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 386 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
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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 396.
•
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 392.
•
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 403.
•
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
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information on using dual-axis graphs, see Scaling a graph, page 494
and Defining a graph to use a dual Y-axis in Desktop, page 499.
•
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 508.
•
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 462.
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
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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 489.
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.
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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 399 and
Advanced graph style usage and examples, page 422. 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 392 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.
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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.
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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 399 and
Advanced graph style usage and examples, page 422.
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.
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Graph Style
Minimum Requirements (unless otherwise noted)
Stock:Hi-Lo
One attribute, two metrics
9
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 425.
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 425.
Stock:
Hi-Lo-Open-Close
One attribute, four metrics
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 Using Stock graphs
effectively, page 425.
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 438.
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 442.
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 443.
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.
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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 389.
2 From the Graph menu, select Graph Type. The Graph Type dialog box
opens.
3 From the left side of the Graph Type dialog box, select a graph type. The
right side of the dialog box shows you the different graph styles you can
create 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 Select a graph style from the right side of the Graph Type dialog box.
5 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 392 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 392. 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.
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Consider the following example. The grid report for the graph below contains
the following:
•
An attribute (Customer Income Range) in the grid rows
•
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.
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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.
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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
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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 392.
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 389.
2 On the Graph menu, select Preferences. The Preferences dialog box is
displayed.
3 Expand Options, and select the General category.
4 Specify the Maximum number of categories and the Maximum number
of series to display per graph page. For example, if you have 10 attributes
in the columns of the grid and not all of them are appearing on one graph
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page, you can specify 10 in the Maximum number of series field. This
ensures that all 10 of the attributes appear on one page of the graph.
5 Click OK to close the Preferences dialog box and return to the graph.
6 From the File menu, select Save to save your graph preferences to the
report definition.
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
422, 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 400
•
Bar, page 402
•
Line, page 406
•
Pie chart, page 408
•
Scatter plot, page 411
•
Polar chart, page 413
•
Radar chart, page 415
•
Bubble chart, page 418
•
Combination, page 420
•
Custom, page 421
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,
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page 394. This is something to keep in mind as you experiment with
different graph styles and ways to position report objects on a grid.
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.
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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.
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 396, 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.
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•
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.)
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
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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.
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.
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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,
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.
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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,
page 396, 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 403), 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 403, 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 462.
•
For detailed information about the specific options for Bar graphs in
MicroStrategy, see the MicroStrategy Desktop Help. (From within
Desktop, press F1.)
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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 charts, 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.
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.
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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 396, 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.
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•
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
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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
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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 396, 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.
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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
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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 396, 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.
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•
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 394.
•
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
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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.
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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 396, 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
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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
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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.
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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 396, 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.
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Bubble chart graph types
You can create the following types of Bubble charts in MicroStrategy:
•
Bubble
•
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.
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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
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.
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•
Bar Line: This combination graph displays a combination of bar risers
and line risers. It uses the formatting options available for Vertical Bar
graphs.
•
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&amp;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.
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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 422
•
Histogram, page 426
•
3D Surface, page 428
•
Gauge, page 431
•
Funnel, page 433
•
Pareto chart, page 436
•
Boxplot, page 439
•
Gantt chart, page 442
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.
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•
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
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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, &quot;500 Best Vacation Home Plans,&quot; 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.
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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
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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
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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.
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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.
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3D Surface graph types
You can create several types of 3D Surface graphs in MicroStrategy,
including the following:
•
3D Surface
•
3D Surface with Sides
•
3D Honeycomb Surface
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
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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.)
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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.
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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
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gauges to appear on one row of the page. For example, for the graph
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
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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
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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
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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
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 reveals data about
how long it took each region to ship its orders and the number of orders it
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 information in a
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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 404) 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.
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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
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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
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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.
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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.
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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
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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
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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
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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 476.
•
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 494.
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
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data. For information on defining the minimum or maximum value of a
graph, see Scaling a graph, page 494.
•
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.
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You can format the following elements of a graph by selecting an item on the
graph, right-clicking it, and then choosing Format &lt;object name&gt; from the
right-click menu:
•
Labels
•
Headers
•
Risers (bar, area, and so on)
•
Pie slices
•
3D objects
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 471, 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 333.
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. 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,
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textures, and bevel effects. You can also apply a set of color and shading
schemes to all the objects on a graph report.
Information is below for formatting the Y-axis (the series) in both Desktop
and MicroStrategy Web.
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 462.
•
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 449.
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.
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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
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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 450.
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 452.
•
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 453.
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.
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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:
•
&lt;default&gt;: 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 452.
•
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
&lt;default&gt; 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.
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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:
•
&lt;default&gt;: 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 450.
•
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.
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•
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: 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.
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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.
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
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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
color to a metric, see Defining a graph color for metrics in
Desktop, page 449.
•
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
The
graphs (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).
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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.
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
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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.
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
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thresholds, page 336). 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
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.
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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
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
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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 Desktop, log in to a project and navigate to a graph
report that includes thresholds.
2 Right-click the graph report and select Edit. The Report Editor opens.
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3 From the Data menu, select Thresholds. The Thresholds dialog box
opens.
4 Navigate to the threshold to be displayed on the report. Select the
threshold, and from 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 as well.
5 Once you have enabled the required thresholds to displayed on the graph
report, click OK to close the Thresholds dialog box.
6 From the View menu, select Graph View. The report is displayed as a
graph.
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 Graph menu, select Preferences. The Preferences dialog
box opens with the Options - General page displayed.
b In the Other area, 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 462.
c
Click OK to save your changes and return to the graph report. The
thresholds should now be displayed on the graph report.
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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 447), 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
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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 471.
•
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 449.
– 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
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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 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.
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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 466.
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5 Click Apply to apply any title changes.
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
{&amp;REPORTNAME}
Name of the report.
{&amp;REPORT
DESCRIPTION}
Report description as entered in the Properties dialog box.
{&amp;CREATIONDATE}
Date the report was created. All dates and times are displayed in the format
designated for the computer.
{&amp;CREATIONTIME}
Time the report was created. All dates and times are displayed in the format
designated for the computer.
{&amp;AXISINFO}
(Scatter plots and Bubble charts only) Innermost label from the grid that
represents either the X or Y metric.
{&amp;PROJECT}
Project in which the report is stored.
{&amp;USER}
Full name (not Desktop login) of the user executing the report.
{&amp;PROMPTn&amp;}
User's answers to prompts in the report, where n is the number of the prompts, in
order; that is, {&amp;PROMPT1&amp;} returns the answer to the first prompt,
{&amp;PROMPT2&amp;} 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.
{&amp;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.
{&amp;EXECUTIONTIME}
Date and time the report was executed. All dates and times are displayed in the
format designated for the computer.
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Variable
Description
{&amp;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 &quot;Empty Filter&quot; is printed. If the report
does not have a limit, the text &quot;Empty Limit&quot; is printed.
{&amp;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 493.
•
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
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menu. For more information on the Find and Replace feature,
refer to Determining which attribute elements are displayed:
Attribute joins, page 346.
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 Home menu, select Graph.
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 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
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may also be able to format the Category Axis Title, Y1 Axis Title, or
Y2 Axis Title.
select All Titles, you can format all titles on the graph
atIf you
one time, but cannot change the actual text of the titles.
•
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.
6 To display the title on the graph, select the Show check box.
7 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.
8 Specify the font type, size, color, and effects to apply to the selected title.
9 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 - {&amp;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
{&amp;REPORTNAME}
Name of the report, designated by the report's creator
{&amp;REPORTDESCRIPTION} Report description, as it appears in the report's Properties dialog box.
{&amp;CREATIONDATE}
Date the report was created.
{&amp;CREATIONTIME]
Time the report was created.
{&amp;PROJECT}
Project in which the report is located.
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Type This Shortcut In Title Title Displays This When Report Is Run
{&amp;USER}
Full name of the user executing the report.
{&amp;PROMPTn&amp;}
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, {&amp;PROMPT1&amp;} returns the answer to the first prompt,
{&amp;PROMPT2&amp;} 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.
{&amp;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.
{&amp;EXECUTIONTIME}
Date and time the report is executed.
{&amp;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 &quot;Empty Filter&quot; is displayed.
If the report does not have a limit, the text &quot;Empty Limit&quot; is displayed.
{&amp;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.
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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.
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 485.
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
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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.
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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 473
•
Manually defining the formatting of numeric values, page 476
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
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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.
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Prerequisites
•
A graph report has been created.
•
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 479). 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.
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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.
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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 479). 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.
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•
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 473.
5 Click Apply to accept and apply your changes.
6 Click OK to return to the graph.
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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 471.
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 Open a report in Graph View.
2 On the Graph menu, select Graph Options. The Preferences 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, expand the Series
category, then expand Labels and Values, and then select Number
Formatting.
•
To define the number formatting for an individual data label, expand
the Series category, then expand the category for the series, then
expand Data Labels, and then select Number Formatting.
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4 In the Category pane for the number formatting options, select the
desired numeric formatting option. For detailed information on each
numeric formatting option, see Manually defining the formatting of
numeric values, page 476.
5 Click Apply to accept and apply your changes.
6 Click OK to return to the graph.
7 On the File menu, select Save to save your new data label or axis format
as part of the report definition.
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.
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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.
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:
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– No Frame
– Single Line Frame
– Double Line Frame
– Beveled Frame
– Reverse Beveled Frame
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 480.
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 462.
4 Click Apply to accept and apply your changes.
5 Click OK to return to the graph.
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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
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 Home menu, select Graph.
3 Right-click the graph and select Format. The Format: Graph dialog box is
displayed.
•
If DHTML is disabled, select Graph, then 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 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.
6 To ensure that the legend is displayed on the graph, select the Show
check box, if it is not already selected.
7 From the Position drop-down list, specify whether the legend is
positioned to the Right, Left, or at the Bottom of the graph.
8 Specify the font type, size, color, and effects to apply to the legend.
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9 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
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.
10 From the Line Color drop-down list, specify a color for the border lines
of the legend.
11 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.
12 Apply formatting changes to the legend area as described above.
13 Click Apply to apply the changes to the graph, or click OK to apply the
changes and close the dialog box/panel.
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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 396.
•
Y-1 axis
Format and location of axis labels
The range of numbers in labels
Number format (for example, currency or percentage)
Appearance of grid lines and graph tick marks
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
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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.
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 {&amp;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, {&amp;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.
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The following table describes the macros you can use to customize graph
tooltips in both Desktop and MicroStrategy Web:
Macro
Information Displayed
{&amp;TOOLTIP}
All relevant labels and values associated with a graph item.
{&amp;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.
{&amp;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.
{&amp;VALUE}
The value of a given data point.
{&amp;XVALUE}
The X-value of a data point. Only applicable to Bubble charts and Scatter plots.
{&amp;YVALUE}
The Y-value of a data point. Only applicable to Bubble charts and Scatter plots.
{&amp;ZVALUE}
The Z-value of a data point. Only applicable to Bubble charts and Scatter plots.
{&amp;XLABEL}
The label of the X-axis. Only applicable to Bubble charts and Scatter plots.
{&amp;YLABEL}
The label of the Y-axis. Only applicable to Bubble charts and Scatter plots.
{&amp;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.
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.
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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 Home menu, select Graph.
3 Right-click the graph and select Format.
4 On the Format tab, 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.
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.
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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.
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The following table provides a quick overview of the features of automatic
and manual graph layout.
Layout Type
Automatic
Manual
Pros
Cons
• 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 480.
You cannot manually move
any objects within the graph.
• You can position graph elements yourself. For
example, you can drag and drop a graph, legend,
title, data label, and so on to a new location.
• 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.
You cannot benefit from the
automatic resizing features
offered by automatic layout.
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.
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.
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– Reposition chart frame and legend: Re-positions the legends to
a default location such as right or left when data changes. For
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 492.
•
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 489.
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 480). 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.
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For information about manual layout, see Pros and cons of manual and
automatic graph layout, page 489.
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 489), 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.
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6 Save the graph.
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 489.
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 489 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.
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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.
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
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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
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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
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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.
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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 499.
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.
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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.
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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 494 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 Home menu, select Graph.
3 Right-click the graph and select Format. The Format: Graph dialog box is
displayed.
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4 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 area.
•
To specify the scaling for the Y2-axis, type a maximum, minimum,
and grid interval in the Y2 Axis Values - Use Manual area.
•
To adjust the position of the Y1 and Y2 axes, change the properties in
the Dual Y Options area.
5 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,
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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.
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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 494.
•
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.
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To change the display of off-scale values
1 In Desktop, view a report in Graph View.
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
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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
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 506.
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.
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4 Select the file and click Open. Your graph is updated with the formatting
that is part of the graph style template you selected.
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 504.
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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.
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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 document, 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 Web
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 Click the Web/HTML Document Display tab.
4 Select an image format from the Show graph in format drop-down list.
The following lists each image format and provides information on
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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
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.
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To export MicroStrategy graphs
1 In MicroStrategy Desktop or Web, log in to a MicroStrategy project.
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.
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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.
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 398.
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.
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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.
512 Using interactive graph visualizations in documents: Widgets
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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
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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 517.
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 515.
Regardless of this setting, report details can be hidden or viewed after a
report is opened. For instructions, see the following procedure.
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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)
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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 517.
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
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•
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 558.
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.
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•
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 518
•
Configuring report details, page 520
•
Configuring the template details, page 524
•
Configuring the prompt details, page 533
•
Configuring the filter details, page 540
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
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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 515.
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.
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3 From the Use delimiters around metadata object names drop-down
menu, select one of the following options:
•
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 515. You can return to
this default by selecting &lt;default&gt; 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 558.
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 515.
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
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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,
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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 558.
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 517).
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.
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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 517.
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 515. You
can return to this default by selecting &lt;default&gt; 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.
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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 522.
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 525 for a more detailed description and examples.
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•
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 527 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 530.
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
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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:
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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.
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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.
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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.
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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 558.
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 517).
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 517.
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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.
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 515. You
can return to this default by selecting &lt;default&gt; 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 525 for a more
detailed description and examples.
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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 527 for a more detailed
description and examples.
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
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Interaction of report details preferences and template details for
reports, page 530.
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.
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
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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.
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
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attribute elements are listed. In the example below, the attribute names
(Category and Region) are displayed.
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
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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
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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 558.
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 517).
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.
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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 517.
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 515. You
can return to this default by selecting &lt;default&gt; 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.
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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 537.
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.
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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 541 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 548 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 550 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 552 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 555 for a detailed description of this option.
For the procedure to configure the filter details, see Configuring the filter
details: Procedure, page 556.
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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 558.
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 556) or by using the Desktop Preferences
dialog box (for instructions, see To disable report details preferences,
page 517).
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
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View Filter
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 546.
•
Security Filter
For each property, you can also choose to inherit the setting instead, as
described in Levels of report details configuration, page 515.
instructions for configuring the filter details are provided in
Detailed
the MicroStrategy Desktop Help.
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Filter types: Examples
The following report displays some of the different filter types.
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
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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:
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
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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}
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)
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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.
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.
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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
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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.
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For these filters, you can configure how the lists are displayed using the
following properties. Examples are included below the list, on page 549.
•
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 515.
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”)
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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
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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 &gt;) are
displayed.
For example, the filter details displayed below use a symbol to indicate
the operator:
Revenue &gt; 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 &quot;North&quot;)
These filter details do not display the attribute form name:
(Region Begins with &quot;North&quot;)
•
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 515.
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Configuring how logical operators are displayed
Filters can have multiple qualifications, which are the conditions (such as
Revenue &gt; 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 &gt; $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
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Automatic. A new line is started at the logical operator AND, and again
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.
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A second report uses the same filter conditions, except the second logical
operator is replaced by AND; the report is filtered for Revenue greater
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 515.
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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 515.
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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 517.
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 515. You can return to this default by selecting &lt;default&gt;
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.
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To use object names, select No.
For more information, including examples, see Configuring whether to
use aliases in the filter details, page 555.
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 541 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 548 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 550 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 552 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 541.
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.
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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 517.
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.
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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.
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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.
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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.
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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
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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
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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:
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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 594.
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.
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•
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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, he 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 564). 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 569.
Different objects on a report can have different links. For example, the
Region attribute in the Regional Revenue report can link to the Revenue
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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 571 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:
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
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For more information about the Any other prompt option, see
Specifying prompt answers for any other prompts not listed, page 586.
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 569 for more details on how the other
links are displayed. For an example, see Specifying the default link when
multiple links are available, page 569.
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 is it 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
shown above. A list of all the links for that object is displayed. If the user
selects the Revenue Rank within Region link, the Revenue Rank
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Prompted for Region report executes, as shown below. Only the selected
region is included.
If the user selects the Regional Report by Category link, the Revenue Data
by Category Prompted for Region report is executed, as shown below.
In MicroStrategy Web, when a user hovers over the link in either a report or
a document, only the default link is displayed in a pop-up. The same report
used above is shown below in MicroStrategy Web.
When a user clicks the object, the default link is executed. The user can
right-click the object to display and choose from a list of all the links, as
shown below:
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Specifying how prompts are answered in the target
For each prompt in the target (the report or document being executed from
the link), you must select a prompt answer method, which is how to answer
the prompt. You also specify how to answer any other prompts that are not
listed. These are prompts that are created as the result of an answer to one of
the original prompts in the target, such as a prompt-inprompt answer. They can also be prompts added to the target later, after the
link is created. These prompts are listed as the Any other prompt option in
the list of prompts in the interface.
The prompt answer methods are briefly described in the table below. An
expanded description of each, with an example, follows the table.
Prompt Answer
Method
Requirements
Prompts in the Target Are Answered By...
Answer with the
same prompt
Same prompt in the target
and source
The prompt answer from the source
Prompt user
None
The user (prompts are displayed when the target is
executed)
Default answer
None
The default prompt answer for the target prompt
Dynamically
• Attribute element
prompt in target
• Value prompt in target
(available only in
MicroStrategy Web)
The object selected in the source (for example, the
attribute element or metric value that the user clicked
on)
Empty answer
Target prompt must not be
required
Nothing (no prompt answer is provided from the source
and the user is not prompted)
Static element list
Attribute element prompt
in target
List of elements created by the link designer
Current unit
Hierarchy prompt in target
The object selected in the source (for example, the
attribute element that the user clicked on)
All valid units
Hierarchy prompt in target
Any object to the left of or above the user selection in
the source
Used to pass attribute elements from conditional
metrics to the target
a list of prompt types, see the Building Query Objects and Queries
For
chapter in the MicroStrategy Basic Reporting Guide. For a more
extensive description of each prompt type from an analyst’s
perspective, with images of each prompt as it appears to users, see the
Answering Prompts and Refreshing Data chapter of the
MicroStrategy Basic Reporting Guide.
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Answer with the same prompt. The same prompt answers that were
used to execute the source are used in the target.
For example, the Prompted Regional Revenue report links regions to
another report called Revenue by Category. Both reports contain the
same prompt, which prompts the user to select the regions to display on
the report. A user executes the Prompted Regional Revenue report and
selects Mid-Atlantic, Northeast, and Southeast when prompted. He
right-clicks Mid-Atlantic and selects the link to the Revenue by
Category report. The Revenue by Category report displays data for all
three regions, although only one region was selected in the link. For an
expanded description of this example, with sample reports, see
Answering target prompts with the source prompt answers, page 575.
•
Prompt user. When the target is executed, the user is prompted to
provide answers manually.
For example, the Regional Revenue report links regions to another
report called Revenue by Category, which is prompted for regions. A
user right-clicks Mid-Atlantic on the Regional Revenue report, and
selects the link to the Revenue by Category report. The regional prompt
is displayed, although a region was selected on the source report. The
Prompt user prompt method does not pass information to the target
report, so the user must answer the prompts manually.
•
Default answer. The prompt is answered by the default prompt answer
for the prompt in the target. If the target prompt does not have a default
answer, the Empty answer method is used. That is, the prompt is not
answered, unless it is required, in which case the user is prompted.
For example, continue with the same Regional Revenue and Revenue
by Category reports described above. This time, however, the Default
answer prompt method is used in the link, and the regional prompt has a
default answer of Central. When a user right-clicks Mid-Atlantic on the
Regional Revenue report, the Revenue by Category report displays
data for Central.
•
Dynamically. The object selected in the source is passed to the prompt in
the target. If this object does not answer the target prompt, the Empty
answer method is used. That is, the prompt is not answered, unless it is
required, in which case the user is prompted.
Available for attribute element prompts and value prompts only.
the dynamic prompt answer method for value prompts,
Toyouselect
must use MicroStrategy Web. For instructions, see the
MicroStrategy Web Help.
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For example, continue with the same Regional Revenue and Revenue
by Category reports described above. This time, the link on Region in
the source uses the Dynamic method. If a user clicks the Central region to
run the link, Central is passed to the target to answer the prompt. The
Revenue by Category report displays data for the Central region only. If
the user clicks Mid-Atlantic instead, Mid-Atlantic is passed to the target
and the Revenue by Category report displays data for the Mid-Atlantic
region only. Linking reports: Examples, page 564 shows samples for this
example of the Dynamic prompt answer method.
•
Empty answer. The prompt in the target is ignored, which means that
the prompt is not answered. No prompt answer is provided from the
source and the user is not prompted to provide answers.
prompt must not be required, otherwise, after the user clicks
The
the link, the prompt is executed and must be answered before the
target will execute.
The Empty prompt answer method, when used in conjunction with the
dynamic prompt answer method (described above), allows a source
report to answer one prompt in a target report with the user selection,
while ignoring any other prompts.
For example, a source report contains Region in the rows and Category in
the columns. Both attributes link to the same target report, which
prompts for Region and Category. If a user clicks Central in the source,
the target report is executed, with data for all categories for the Central
region. If a user clicks Books in the source, the target is executed, with
data for all regions for the Books category. The prompt for the selected
attribute is answered using the dynamic prompt answer method, while
the prompt for the other attribute is ignored, using the Empty answer
prompt method. No prompt answer is provided to the target, but the user
is not prompted, either. For a more detailed explanation of the Empty
answer prompt answer method, including samples, see Ignoring target
prompts: Using the Empty answer prompt method, page 576.
•
Static element list. This method answers the target prompt with a list of
elements. This allows you to pass fixed conditions to the target.
Once you select this method when you are creating the link, the Element
List area becomes available, allowing you to select the elements that will
be passed as answers to the element list prompt in the target.
Available for attribute element prompts only.
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Use Static element list when you link from a conditional metric.
Conditional metrics are filtered by attribute elements, and this prompt
method allows you to pass those elements to the target. For an example,
and more details on this method, see Passing metric conditions: Using
the Static element list answer prompt method, page 578.
This method also allows you to pass characteristics and key figures from
MDX cubes to the target; for more information on using links with MDX
cubes, see Passing MDX cube data: Using the Static element list answer
prompt method, page 581.
The prompt answer methods listed below are available for hierarchy prompts
only. The source report used in these examples contains Category, Region,
and Revenue. The source report links Region to the target report, which
contains the Geography hierarchy and Revenue, with a hierarchy prompt in
the report filter.
•
Current unit. Similar to the Dynamic prompt answer method, where the
prompt is answered using the object selected in the source. If the user
selects an attribute header rather than a specific attribute element, the
Empty answer method is used. That is, the prompt is not answered,
unless it is required, in which case the user is prompted.
For example, if the link uses this prompt answer method, when the user
clicks Central in the target report, the target displays all the revenue for
the Central region. The report is filtered on Region only.
•
All valid units. Any object to the left of or above the user selection in the
source is used as the prompt answer for the target. In other words, this
method passes all the selections made on the source, rather than just the
selection made for the link. If the user does not select any valid objects
(for example, the user selects an attribute header rather than a specific
attribute element), the Empty answer method is used. That is, the
prompt is not answered, unless it is required, in which case the user is
prompted.
For example, if a user selects Central in the target report, a category is
also selected. When the user clicks Central in the source, if the link uses
this prompt answer method, the target report displays the revenue from
the Central region, but only for the category that was selected in the
target. The report is filtered on Region and Category.
For a more detailed comparison of these two methods, and report samples,
see Prompt answer methods for hierarchy prompts, page 582.
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Answering target prompts with the source prompt answers
When you select the Answer with the same prompt method, the existing
prompt answers from the source are used in the target. To use this method,
the target and the source must use the same prompt. If the same prompt
does not exist in the source and in the target, the user is prompted when the
target is executed.
For example, the regions in the Prompted Regional Revenue report have
links to another report called Revenue by Category. Both reports contain
the same prompt, which prompts the user to select the regions to display on
the report. Execute the Prompted Regional Revenue report and select
Mid-Atlantic, Northeast, and Southeast when prompted. The results are
shown below, in Desktop.
Right-click Mid-Atlantic and select the link to the Revenue by Category
report. The Revenue by Category report displays data for all three regions,
as shown below, although only one region was selected in the link.
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Ignoring target prompts: Using the Empty answer prompt
method
When you select the Empty prompt method, the prompt in the target report
or document is ignored. This means that the prompt is not answered—not by
the selections made on the source, by the default prompt answer, or by
prompting the user. You must ensure that the prompt is not required,
however, because in that case the user is prompted when the target is
executed from the link in the source. The Empty prompt answer method,
when used in conjunction with the dynamic prompt answer method, allows a
source report to answer one prompt in a target report with the user selection,
while ignoring any other prompts.
For example, the following report contains Region on the rows, and Category
and Revenue in the columns. Region contains a link, as shown in the
following image:
When the selected link is run, the following report is displayed:
Note that only the selected region (Central) is displayed in the target. All
categories are also displayed.
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Return to the source report, which contains a link on Category as well, as
shown in the following image:
When the selected link is run, the following report is displayed:
This is the same target report as the other link, however, only the selected
category (Books) is displayed. All the regions are displayed. How does this
work?
The target report contains two prompts, one for Region and one for
Category, but the user makes only one selection (a region or a category), yet
is not prompted for the other. This is because the prompts in the link
definition use different prompt answer methods. The link on region uses the
following prompt answer methods:
•
Region prompt: Dynamic
•
Category prompt: Empty answer
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This passes the selected region to the target, to answer the region prompt,
and ignores the category prompt. Likewise, the link on category uses the
following prompt answer methods:
•
Region prompt: Empty answer
•
Category prompt: Dynamic method
This passes the selected category to the target, to answer the category
prompt, and ignores the region prompt.
answers cannot be required for either of these prompts when
Prompt
the Empty answer prompt answer method is used. If they are, the
prompts must be answered by the user when the target report is
executed, even if the prompt answer method is Empty Answer.
Passing metric conditions: Using the Static element list
answer prompt method
When you select the Static element list method, you select the elements that
are passed as answers to an element list prompt in the target. This allows you
to pass the elements from a conditional metric in the source to the target.
For example, a source report contains Region, Customer, and metrics for
Books Revenue, Movies Revenue, and Music Revenue. The report links from
the conditional metrics to a target report, as shown below. Note that only a
section of the report is shown; the report contains data for all regions and all
customers.
The name of the link implies that the condition from the selected metric (in
this case, Category = Books) is passed to the target. The target report is
executed and displays as shown below. Notice that the report is filtered for
the Books category. You can confirm that by comparing the revenue
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amounts. Revenue for Warner Aadland in the target is $282, which is the
same as the Revenue amount in the source report for the same customer.
Note that once again the complete report is not shown; it contains data for all
regions and all customers.
If the link from the Movies Revenue metric on the source report is chosen
instead, the same target report is executed, but with different results, as
shown below:
The target report is filtered by the condition on the conditional metric
(Category = Movies), and the data has changed accordingly. Again, only a
portion of the report is shown in the sample.
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How does this work? You cannot pass the elements in the condition of a
conditional metric directly to the target; you instead add those elements to a
static element list in the link.
If you do not add any elements to the element list, the Empty answer
method
is used. That is, the prompt is not answered, unless it is
required, in which case the user is prompted.
In this example, the target report is prompted for Category. Each conditional
metric in the source report contains a link to the target. In the link, the
Category prompt uses the Static element list prompt answer method. For the
link from the Books Revenue metric, the list contains Books. For the link
from the Movies Revenue metric, the list contains Movies, and so on.
The target report also contains prompts for Region and Customer. In the
links in the example above, those prompts use the Empty answer prompt
method. The prompts are not answered; no data about Region or Customer
is passed from the source to the target. The region and customer selections
can be passed to the target if the Dynamic prompt method is used instead.
The following source report is based on the previous example, but the Region
and Customer prompts now use the Dynamic prompt method instead of
Empty answer. Notice that the link name has changed as well to reflect this
change; the link name is very important to help a user understand what the
target report will contain.
Note that only a portion of the source report is shown; all regions and
customers are included on the report.
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When the link is run, the following target report is displayed. This report is
shown in its entirety.
Only the Region (Central) and Customer (Warner Aadland) selected in the
source report are included on this target report. The report is also filtered by
Category, as before.
Instructions for creating this example are provided in Creating linked
reports that answer prompts using metric conditions, page 597.
The Static element list method also allows you to pass characteristics and
key figures from MDX cubes to the target; for more information on using
links with MDX cubes, see Passing MDX cube data: Using the Static
element list answer prompt method below.
Passing MDX cube data: Using the Static element list answer
prompt method
You can use an MDX cube report as a source report, and pass data from the
MDX cube to the target, just as you can with any other report. The difference
is that an MDX cube report uses data from an MDX cube source, and this
data must be passed to the target using static element lists.
The data from the MDX cube can include characteristics and key figures.
•
Characteristics are “translated” into dimensions in MicroStrategy, and
characteristic values into attribute elements. An example of a
characteristic is Sales Region, with characteristic values of North,
Central, and South.
•
Key figures are numeric and time-related data, such as revenue figures,
months, and years.
a more detailed discussion of MDX cube terminology, including
For
characteristics and key figures, and information on creating MDX
cube reports, see the MDX Cube Reporting Guide.
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Before you create a link from an MDX cube report, add the necessary
prompts to the target, just as you would with any other report. When you
create the link, select the target prompts, specify the Static element list
prompt answer method, and choose the elements.
Prompt answer methods for hierarchy prompts
Links can pass only a single element of any attribute, but they can pass
elements from different attributes at the same time. For example, with the
links between the Regional Revenue and Revenue by Category reports
described throughout this chapter, the selected region is passed to the target,
when the dynamic prompt answer method is used. (See Linking reports:
Examples, page 564 for the report samples.) Only the one region is passed,
regardless of any other selections on the source report, because that answers
the attribute element prompt in the target report.
In contrast, a hierarchy prompt allows users to select prompt answers from
one or more attribute elements from one or more attributes. This prompt
gives users the largest number of attribute elements to choose from when
they answer the prompt to define their filtering criteria. The All valid units
prompt answer method passes selections made on the source report, rather
than just the selection made for the link, to the target report. To restrict the
prompt answer to just the selected attribute element, use the Current unit
prompt answer method. Like the Dynamic method, only the attribute
element selected is passed to the target.
For example, the following report is used as the source. It contains Year,
Region, and Revenue. As shown below, Region contains two links, one that
passes the current region only (using the Current unit prompt answer
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method) and another that passes the selected year and region (using the All
valid units prompt answer method).
The target report contains the Geography hierarchy and the Revenue metric.
It is filtered by a hierarchy prompt on Geography.
Notice that 2004 and Central are selected in the image above. If you click the
Current Year and Region link, 2004 and Central are passed to the target as
the prompt answers. This is confirmed in the report filter details, as shown in
the report sample below. Only Central is returned, with a revenue amount
($1,823,715) that matches the revenue amount in the source report.
If you click the Current Region Only link instead, although 2004 and Central
are still selected, only Central is passed as a prompt answer to the target
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report. The report is filtered by Central only; all categories are included. The
revenue amount is therefore much higher ($6,912,934 instead of
$1,823,715), as shown below.
The valid units for the All valid units prompt are any elements that are to the
left of or above the user selection in the source report. For example, add Call
Center and Employee to the right of Region in the source report, as shown
below. (The links have been renamed to the prompt answer methods.)
Notice that 2004, Central, the Milwaukee and Fargo Call Centers, and a
number of employees are selected. When the Current Unit link is clicked,
only Central is displayed on the target report, with the same revenue amount
($6,912,934) as in the target report from the previous example.
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If the All Valid Units link is clicked instead, Central is returned, with 2004
revenue only, as shown below.
The link could be on Call Center instead, as shown in the source report
below.
If the All Valid Units link is clicked, the target report is filtered by Year,
Region, and Call Center (the selection and the attributes to the left of it), as
shown below. Note that the revenue amount ($1,498,233) is less than the
amount ($1,823,715) displayed in the previous report that filtered by 2004
and Central. The difference of $325,481 is Fargo’s 2004 revenue
contribution, as shown in the report above.
Note that throughout this section, the target report has not changed,
although the last report shown above displays Call Center, while all the other
target report samples displayed Region. This is because the target report
contains the Geography hierarchy; the lowest attribute from that hierarchy
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that is passed in the prompt is displayed on the report. In this case it is Call
Center; in the others it was Region.
more information on hierarchy prompts in general, see the
For
MicroStrategy Basic Reporting Guide.
Specifying prompt answers for any other prompts not listed
Any other prompts are those prompts that are not in the target when you are
creating the link. These can be either:
•
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
These prompts are listed as the Any other prompt option in the list of
prompts in the interface. You can choose any of the following prompt answer
methods for the Any other prompt option:
•
Answer with the same prompt
•
Prompt user
•
Default answer
•
Empty answer
By default, the Any other prompt option uses the Prompt user method. For
more information on each method, see Specifying how prompts are
answered in the target.
For example, the Regional Revenue report contains a link to another report
called Revenue by Category (the target). When the link was created,
Revenue by Category contained only a prompt for Region. The link uses
the Dynamic prompt answer mode to answer that prompt, so the region
that the user selects to access the link answers the prompt. The user is not
prompted when the target is executed. This scenario is shown in Linking
reports: Examples, page 564. However, after the link was created, a second
prompt, for Customer Region, is added to the Revenue by Category report.
Now a user selects Central in the Regional Revenue report, and clicks the
link to Revenue by Category. The report does not execute immediately, but
instead the Customer Region prompt appears. The user must select a
customer region to continue or, since the prompt is not required, can include
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all categories by clicking Finish. In the sample shown below, the user
answered the prompt with the Central and Mid-Atlantic customer regions.
Because the Customer Region prompt was added after the link was created,
the prompt uses the prompt answer method assigned to Any other prompt.
Since the creator of the link did not change that method, it is still defined as
the default of Prompt user.
If you edit the Revenue by Category link in the Regional Revenue report
now, the Customer Region prompt is displayed in the list of prompts. Its
prompt answer mode is defined as Prompt user, although you can change it.
You can also select a different prompt answer mode for Any other prompt.
Change the Customer Region prompt to Empty answer. Change the Any
other prompt option to Default answer. Create a prompt on Customer
State, and add the following as default answers:
•
Illinois
•
Indiana
•
Iowa
•
Kansas
•
Kentucky
Add the new Customer State prompt to the Revenue by Category report.
Re-execute the Regional Revenue report. Right-click Central, point to
Link, and then select Revenue by Category. You are not prompted at all.
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The target is filtered by Region and Customer State, but not Customer
Region, as shown below.
•
The Region prompt is answered dynamically (by your selection of
Central).
•
The Customer State prompt uses the default answers defined in the
prompt (Illinois, Indiana, Iowa, Kansas, and Kentucky).
•
The Category prompt is ignored and therefore does not show up in the
report filter.
Creating links
Prerequisites
Before creating links, you should:
•
Create the source and target documents and reports.
•
Know what types of prompts the targets require and how they will be
answered. The following table describes prerequisites for different
prompt answer methods.
Prompt Answer
Method
Prerequisite
Answer with the
same prompt
The same prompt is used in the target and the source.
Default answer
The target prompt contains a default answer.
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Prompt Answer
Method
Prerequisite
Dynamically
The target prompt is an attribute element prompt or value prompt.
11
The object that the user selects to execute the target answers the target prompt.
Note: To select Dynamically for value prompts, you must use MicroStrategy Web.
For instructions, see the MicroStrategy Web Help.
Static element list
The target prompt is an attribute element prompt.
Empty answer
The prompt should not be required.
Current unit
The target prompt is a hierarchy prompt.
The object that the user selects to execute the target answers the target prompt.
All valid units
The target prompt is a hierarchy prompt.
The object(s) that the user selects to execute the target answers the target prompt.
To create a link
1 Open the report. You can edit the report or execute it.
MicroStrategy Web, you must execute the report before you can
Increate
links.
2 Right-click the object to create a link from, and select Edit Links. The
Link Editor opens.
You can create links from the following objects:
– Attributes
– Hierarchies
– Metrics
– Object prompts
3 If this is not the first link created for the object, click New. If it is,
continue with the next step.
Define the link
4 Click ... (Browse) next to Run this report or document to find and
select the target report or document.
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Apply prompt answers
5 Select a prompt in the Target prompts list.
6 Select a Prompt Answer Method from the following list (unless
otherwise indicated, each method is available for all prompt types):
Answer with the same prompt. The same prompt answers that were
used to execute the source are used in the target. To use this method,
the target and the source must use the same prompt.
Prompt user. The user is prompted to provide answers manually
when the target is executed.
Default answer. The prompt is answered by the default prompt
answer for the prompt in the target report.
Empty answer. The prompt in the target is ignored, which means
that the prompt is not answered. No prompt answer is provided from
the source and the user is not prompted to provide answers.
the prompt is required, the prompt is still executed when a user
Ifclicks
this link, since a prompt answer must be provided.
Dynamically. The prompt is answered using the object selected in the
source.
Available for attribute element prompts and value prompts only.
You must use MicroStrategy Web to select Dynamically for
value
prompts. For instructions, see the MicroStrategy Web
Help.
Static element list. This method overrides the prompt answers from
the source with a list of elements. Once you select this method when
you are creating the link, the Element List area becomes available,
allowing you to select the elements that will be passed as answers to
the element list prompt in the target.
Available for attribute element prompts only.
Current unit. Similar to the Dynamic prompt answer method, where
the prompt is answered using the object selected in the source.
Available for hierarchy prompts only.
All valid units. Any object to the left of or above the user selection in
the source is used as the prompt answer for the target. In other words,
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this method passes all the selections made on the source, rather than
just the selection made for the link.
Available for hierarchy prompts only.
examples of each of the prompt answer methods, see
For
Specifying how prompts are answered in the target, page 109.
For a list of prompt types, see the Building Query Objects and
Queries chapter in the MicroStrategy Basic Reporting Guide.
7 Repeat the above steps, starting with Apply prompt answers, for each
prompt in the target.
Specify the prompt answer method for any other prompts
Any other prompts are those prompts that are not in the target when you
are creating the link, such as prompts added to the target later. By
default, the Prompt user method is selected for these prompts, but you
can change the method. For more information on how these prompts
occur, including examples, see Specifying prompt answers for any other
prompts not listed, page 586.
8 Select Any other prompt in the Target prompts list.
9 Select a Prompt Answer Method from the following list; only these
methods are available for the Any other prompt option:
Answer with the same prompt
Prompt user
Default answer
Empty answer
the previous list of prompt answer methods for brief
See
descriptions of each.
Rename the link
10 By default, links are named Link1, Link2, and so on. To rename it, click
Rename, and replace the name with new text.
You can help identify the link for analysts by using the name of the target
and/or describe how its prompts are answered.
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Create another link on the same object
To create additional links from the same object, continue with the steps
below. Otherwise, continue with Specify whether a new window is used
in MicroStrategy Web, page 592. For an example of multiple links and
how they work from a source report, see Specifying the default link when
multiple links are available, page 569.
11 Click New, and define the link as described above, starting with Define
the link, page 589.
12 By default, the first link that is created is set as the default link, which is
used when a user clicks the object in MicroStrategy Web or double-clicks
it in Desktop. To set a different link as the default, select it in the list at
the top of the dialog box, and click Set as default. For details on default
links, see Specifying the default link when multiple links are available,
page 569.
13 You can set the order that the links are displayed in the right-click menu.
Select a link in the list at the top of the dialog box, and click Move Up or
Move Down to re-order the links.
Specify whether a new window is used in MicroStrategy Web
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 when a
user clicks the link in MicroStrategy Web.
14 By default, in MicroStrategy Web, the target report or document opens in
the same window as the source. To have the target open in a new window,
which allows both the source and the target to be visible simultaneously,
select the Open in a new window check box.
setting applies to MicroStrategy Web only; links open in a
This
new window in Desktop regardless of this setting.
15 Click OK to return to the source report.
Copying links to other objects in the report
To use the same link (or a similar one) on a different report object, copy the
link. This saves time, and ensures that the links are exactly the same. You can
copy only one link or multiple links.
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For example, you want to create three links on Region and the same three
links on Call Center. Create the links on Region, and then copy them to Call
Center. If one of the Call Center links needs to be slightly different, you can
edit it after copying it.
Links may already have been defined for the object that you are copying the
links to. In this case, the following rules apply:
•
Any existing links are not removed or overwritten, even if they point to
the same target.
•
If a copied link has the same name as an existing link, the copied link is
renamed as “Copy of Name”.
•
If a copied link is a default link, it is copied to the object as the default
link, unless that object already has a default link defined. If it does, the
link is copied, but it is not set as the default.
To copy a link
procedure assumes you have already created the link that you
This
want to copy. For instructions, see To create a link, page 589.
1 Open the report. You can edit the report or execute it.
Web, you must execute the report before you can
IncopyMicroStrategy
links.
2 Right-click the object that contains the link to be copied, and select Edit
Links. The Link Editor opens.
3 Click Copy Links. The Copy Links dialog box opens.
4 In the list under Select the links to be copied, select the link or links to
be copied.
5 In the list under Select the units to which the selected links will be
copied, select the object or objects to copy the links to.
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6 You can choose whether or not to copy the Open in a new window
setting to the new link. This setting determines whether the target opens
in the same window as the source (replacing the source) or in a new
window (simultaneously displaying the target and the source) in
MicroStrategy Web.
By default, the Open in a new window setting is not copied. To
change
this, select the Copy ‘Open in a new window’ setting to
the target units check box.
7 Click Copy. You are returned to the Link Editor.
8 Click OK to return to the source report.
9 You can modify copied links, as necessary.
Right-click the object that contains the new link, and select Edit
Links. The Link Editor opens.
Make any necessary changes.
Click OK to save the changes and return to the source.
Creating linked reports
These examples include step-by-step instructions to create the links, but
assume a familiarity with prompt and report creation. For details on creating
reports and prompts, refer to the online help or the MicroStrategy Basic
Reporting Guide.
These examples use data from the MicroStrategy Tutorial. The reports
created in this example should be saved in the Public Objects\Reports
folder or a subdirectory so that they are available when you log into
MicroStrategy Web.
Creating linked reports that answer prompts with the selected
objects
The following instructions re-create the example shown in Linking reports:
Examples, page 564. The Regional Revenue report contains a link to the
Revenue by Category report. When a user clicks a region in MicroStrategy
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Web or double-clicks a region in Desktop, the Revenue by Category report
is executed, and data for only the selected region is shown.
The high-level steps to create this example are listed below:
1 Create the prompt for region, page 595
2 Create the prompted target report (Revenue by Category), page 596
3 Create the source report (Regional Revenue), page 596
Create the prompt for region
This prompt will be used on the target report to determine the region to
display. When the link from the source report to the target is used, this
prompt is answered by the region selected in the source.
This is an attribute element list prompt, which allows the link in the source
report to use the dynamic prompt answer method. This method passes the
selected region to the target report.
To create an attribute element list prompt
1 In Desktop, from the File menu, point to New, and then choose Prompt.
The Prompt Generation Wizard opens.
2 Select the Filter definition prompt option. Then, in the list of filter
definition prompts, select Choose from an attribute element list, and
click Next.
3 Type Region in the Attribute field and click Next.
4 Select List all elements and click Next.
5 In the Title field, type Region.
6 Clear the Prompt answer required check box.
7 Click Finish. The Save As dialog box opens.
8 Click Save.
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Create the prompted target report (Revenue by Category)
The target report is the report that is executed from the original report (the
source). The target report is filtered by the prompt that you created in the
previous procedure.
To create a prompted report
1 In Desktop, from the File menu, point to New, and then choose Report.
The Report Editor opens.
2 Add Region, Category, and the Revenue metric to the report.
3 Add the Region prompt that you created in the previous procedure to the
report filter.
4 Save and close the report, naming it Revenue by Category.
Create the source report (Regional Revenue)
The source report is the report that contains the link to the target. The link in
this source report passes the selected region to answer the prompt in the
target.
To create a report that links to another report
1 In Desktop, from the File menu, point to New, and then choose Report.
The Report Editor opens.
2 Add Region and the Revenue metric to the report.
Create the link
3 Right-click Region and select Edit Links. The Link Editor opens.
4 Click ... (Browse) next to Run this report or document. The Select
Target dialog box opens.
5 Navigate to the Revenue by Category report, select it, and click Open.
This report is the target of the link.
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6 Select Region in the Target prompts list. This prompt on the Revenue by
Category report filters the target report by region.
7 Choose Dynamically from the drop-down list under Select Prompt
Answer Method. This prompt answer method answers the prompt using
the object selected in the source (in this case, region).
is not an option in the list, the Region prompt is
IfnotDynamically
an attribute element prompt.
8 By default, the link is named Link1. To help analysts identify the link,
rename it. Click Rename, and type Revenue by Category over Link1.
9 Click OK to return to the report.
Save the report
10 Save the report, naming it Regional Revenue.
To use the link
1 To use the link, do one of the following:
•
In Desktop, execute the Regional Revenue report, then double-click
a region.
•
Log in to MicroStrategy Web, execute the Regional Revenue report,
and then click a region.
The Revenue by Category report is executed, and displays only the data for
the selected region.
Creating linked reports that answer prompts using metric
conditions
The following instructions re-create the example shown in Passing metric
conditions: Using the Static element list answer prompt method, page 578.
The Category Revenue by Region and Customer report contains multiple
links to the Revenue Data report. When a user clicks one of the revenue
metrics in MicroStrategy Web or double-clicks a revenue metric in Desktop,
the Revenue Data report is executed, and data for only the category of the
metric is shown. This is the default link, which is called Category Revenue
Data, where Category is replaced by the category of the metric.
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The revenue metrics also have a second link to the same report. This link,
which is called Category Region and Customer Revenue Data, passes the
selected region and customer to the source, as well as the category of the
metric. For example, if a user selects Books Revenue for Warner Aadland in
the Central region, and uses the Books Region and Customer Revenue Data
link, the target report displays data for Warner Aadland, Central, and Books
only.
the source report in the example contains three revenue
Although
metrics, these instructions use only two, to simplify the process. Also,
both links are created at once, while the example replaces the
Category Revenue Data link with the Category Region and
Customer Revenue Data link.
The high-level steps to create this example are listed below:
1 Create the filters for Books and Movies, page 598
2 Create the conditional metrics, page 599
3 Create the prompts for category, region, and customer, page 599
4 Create the prompted target report (Revenue Data), page 600
5 Create the source report (Category Revenue by Region and Customer),
page 601
Create the filters for Books and Movies
Each conditional metric (Books Revenue and Movies Revenue) contains a
filter for the appropriate category.
To create the filters for Books and Movies
1 In Desktop, from the File menu, point to New, and then choose Filter.
The Filter Editor opens.
2 In the Object Browser, double-click Products, then double-click
Category.
3 Drag Books from the Object Browser to the Filter definition area, which
then displays Category in List (Books).
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4 Click Save and Close on the toolbar.
5 Name the filter Books.
6 Repeat the steps above, replacing Books with Movies in steps 3 and 5.
Create the conditional metrics
Next, create the conditional metrics. A conditional metric contains a filter; in
this example, they are the filters on category (Books and Movies) created in
the previous procedure.
To create conditional metrics for category revenue
1 In Desktop, from the File menu, point to New, and then choose Metric.
The Metric Editor opens.
2 In the Object Browser, double-click Revenue (the fact).
3 In the top part of the metric definition (under Metric New Metric is
defined as), click Condition. The Condition definition pane is displayed
below the Metric component pane.
4 In the Object Browser, find the Books filter. Drag and drop it in the
Condition definition pane.
5 Click Save and Close on the toolbar.
6 Name the metric Books Revenue.
7 Repeat the steps above, replacing the Books filter with the Movies filter
in step 4 and naming the metric Movies Revenue.
Create the prompts for category, region, and customer
These prompts will be used on the target report to determine the category,
region, and customer to display. When the Category Revenue Data link
from the source report to the target is used, the category prompt is answered
by the category in the static element list of the link. The region and customer
prompt is ignored in that link.
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For the Category Region and Customer Revenue Data link, the category
prompt is answered in the same way, but the region and customer selected in
the source report are passed to the target.
the names of the links, Category is replaced by the category of the
Inmetric.
These are attribute element list prompts, to allow attribute elements to be
passed to the target report.
To create attribute element list prompts
1 In Desktop, from the File menu, point to New, and then choose Prompt.
The Prompt Generation Wizard opens.
2 Select the Filter definition prompt option. Then, in the list of filter
definition prompts, select Choose from an attribute element list, and
click Next.
3 Type Category in the Attribute field and click Next.
4 Select List all elements and click Next.
5 In the Title field, type Category.
6 Clear the Prompt answer required check box.
7 Click Finish. The Save As dialog box opens.
8 Click Save.
9 Repeat the steps above twice.
•
The first time, replace Category with Region in steps 3 and 5.
•
The second time, replace Category with Customer in steps 3 and 5.
Create the prompted target report (Revenue Data)
The target report is the report that is executed from the original report (the
source). The target report is filtered by the prompts on category, region, and
customer that you created in the previous procedure.
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To create a prompted report
1 In Desktop, from the File menu, point to New, and then choose Report.
The Report Editor opens.
2 Add Region, Customer, and the following metrics to the report:
•
Revenue
•
Cost
•
Profit
•
Units Sold
•
Revenue Per Employee
3 Add the Category, Region, and Customer prompts that you created in
the previous procedure to the report filter.
4 Save and close the report, naming it Revenue Data.
Create the source report (Category Revenue by Region and
Customer)
The source report is the report that contains the links to the target. The links
in this source report pass the category of the selected conditional metric to
answer the prompt in the target. One link passes the selected region and
customer as well, while the other ignores the region and customer prompts
in the target.
To create a report that links to another report
1 In Desktop, from the File menu, point to New, and then choose Report.
The Report Editor opens.
2 Add Region, Customer, the Books Revenue metric, and the Movies
Revenue metric to the report. (These are the metrics that you created in
the previous procedures.)
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Create the link that passes category only from the Books Revenue metric
3 Right-click Books Revenue and select Edit Links. The Link Editor
opens.
4 Click ... (Browse) next to Run this report or document. The Select
Target dialog box opens.
5 Navigate to the Revenue Data report, select it, and click Open. This
report is the target of the link.
6 Select Category in the Target prompts list. This prompt on the Revenue
Data report filters the target report by category, and should be answered
with the category in the conditional metric. Use a static element list to
pass that year to the target.
7 Choose Static element list from the drop-down list under Select
Prompt Answer Method. This prompt answer method answers the
prompt using a list that you will create in the next step. The Element List
area becomes available.
8 Click Add. The Select Elements dialog box opens.
9 Select Books (because this is the link from the Books Revenue metric)
from the list of Available objects and click &gt; to move it to the list of
Selected objects.
10 Click OK to return to the Link Editor.
11 Select Region in the Target prompts list. This prompt on the Revenue
Data report filters the target report by region. Since all regions should be
included in the target, this prompt should be ignored.
12 Choose Empty answer from the drop-down list under Select Prompt
Answer Method. This prompt answer method ignores the prompt, which
means that the Region prompt is not answered. No prompt answer is
provided from the source and the user is not prompted to provide
answers.
13 Select Customer in the Target prompts list. This prompt on the
Revenue Data report filters the target report by customer. Since all
customers should be included in the target, this prompt should be
ignored.
14 Choose Empty answer from the drop-down list under Select Prompt
Answer Method.
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15 By default, the link is named Link1. To help analysts identify the link,
rename it. Click Rename, and type Books Revenue Data over Link1.
Including the name of the report (in this case, a part of the full name) and
a description of how its prompts are answered (in this case, with Books
only) helps identify what the target will be.
Create the link that passes category, region, and customer from the Books
Revenue metric
16 Click New to start a new link.
17 By default, the link is named Link2, but you can rename it now. Type over
the name with Books Region and Customer Revenue Data, and press
ENTER. Including the name of the report (in this case, a part of the full
name) and a description of how its prompts are answered (in this case,
with Books, and the selected region and customer) helps identify what the
target will be.
18 Click ... (Browse) next to Run this report or document. The Select
Target dialog box opens.
19 Navigate to the Revenue Data report, select it, and click Open. This
report is the target of the link.
20 Select Category in the Target prompts list. This prompt should be
answered with the year in the conditional metric. Use a static element list
to pass that category t