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Microstrategy document/dashboard applying selections as filters or slices

Applying selections as filters or slices

In a Microstrategy Document the selections a user makes in a selector can either filter or slice the data in the target:
  • Filtering means that the data for the current selection is calculated only when it is requested by the user. The selections are used to filter the underlying dataset before the metric values are aggregated at the level of the Grid/Graph that is displayed in the document. If the source attribute is not included in the Grid/Graph, the metric values from all the selected elements are aggregated and shown at the level specified in the Grid/Graph.

    All metric condition selectors (which filter metric values or ranks) and selectors that target other selectors filter data by default. You cannot change them to slicing selectors.
  • Slicing means that the data for each available item in the selector is calculated in advance when the document is first displayed. Selections made while viewing the document are used to determine which slices of data are combined and shown in the Grid/Graph. Even if the source attribute is not included in the Grid/Graph, the data is still sliced at the level of the source attribute, and therefore the metric values from multiple selected items are not added together. Instead, the data for each selected element is shown separately in the Grid/Graph, the same as if the source attribute had been included in the Grid/Graph.

To apply selections as filters or slices (document-level)

This document-level property is used to define the behavior of new selector targets, except when the target being added is already the target of another selector that uses the same source. In that case, the target uses the behavior defined in the other selector. Metric condition selectors are always filtering selectors, since they filter metric values and ranks.
  1. Open the document in Design or Editable Mode.
  2. From the Tools menu, select Document Properties. The Document Properties dialog box opens.
  3. From the left, click Document.
  4. Do one of the following:
    • To apply the selections as a filter, select the Apply selections as a filter for all new targets check box.
    • To apply the selections as a slice, clear the Apply selections as a filter for all new targets check box.
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