Evaluation Ordering

Evaluation Ordering is an advanced property that is hidden by default. For information on how to display this property, see Viewing and changing advanced VLDB properties.

An evaluation order is the order in which the MicroStrategy Analytical Engine performs different kinds of calculations during the data population stage. The Evaluation Ordering property determines the order in which calculations are resolved. MicroStrategy objects that are included in the evaluation order include consolidations, compound smart metrics, report limits, subtotals, derived metrics, and derived elements. Some result data can differ depending on the evaluation order of these objects.

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6.x order - Calculate derived metric/smart compound metric before derived elements/consolidation and all subtotals as smart: This option is used primarily to support backward compatibility. It is recommended in most scenarios to update your project to use the 9.x evaluation order described below.

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7.x order - Calculate derived metric/smart compound metric before derived elements/consolidation and all subtotals as non-smart: This option allows you to modify the order of certain calculations relative to the default 9.x order. Additionally, all subtotals including the total subtotal are not calculated as smart subtotals. Smart subtotals are commonly used to calculate subtotals that provide ratios or percentages.

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9.x order - Calculate derived elements/consolidation before derived metric/smart compound metric, “total” subtotal as smart and other subtotals as non-smart: This default option is recommended in most scenarios. For example, calculating the total subtotal as a smart subtotal allows it to calculate ratios and percentages accurately in most cases. The order of the other calculations also supports the most common data analysis requirements. A common case that can require a different evaluation order than the default 9.x order is the calculation and display of ratio and percentage values. If your report does not display values as expected, select the other evaluation orders for your report and re-execute the report to view the new results.

To review the evaluation order of a report, in Developer, view the report in SQL View. In the SQL View, the section listed as Analytical engine calculation steps describes the order in which the various report objects are evaluated. To change the evaluation order for a report using Developer, on the Report Editor, from the Data menu, select Report Data Options. The Report Data Options dialog box opens. Expand the Calculations category, and select Evaluation Order. Clear the Use default evaluationorder check box to define your own evaluation order.

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