Skip to main content

VLookup kind of Dynamic Custom Group in Dashboard/Dossier

VLookup kind of Dynamic Custom Group in Dashboard/Dossier 


 Custom groups enable users to view specific elements based on a metric or specification. For example, you may want to see all the customers in a retail store that bring in over $1,000k in revenue per month, or a teach may want to only view data on students who scored over 2000 on their SATs. 

The Scenario

Let's assume you have a table that clusters your Employees by the Cost brackets. Based on those brackets a Rating is defined (like A, B, C...). This table can be imported from Excel file or from a table in relational database. You will notice there is a flag column that contains value '1' for each row. If you don't have this column in your data don't worry! Just use the Upper column instead in the formula (see formula of 'Rating Metric' below). Continue on with the process. 


User-added image


Methods for creating a custom group

Currently, your Dashboard or Dossier displays Cost per Employee, but it is missing Rating information. Continue on through the numbered steps that are labeled with images to help you along the way.

The images will act as a guide through the process.

User-added image


As a first step import your Rating table.
 
  1. Import Rating as an attribute.

User-added image


 
  1. Create a metric 'Rating Metric' with the following formula:

Max(IF(((Cost>Lower)And(Cost<Upper)),Flag,0)){~+}


User-added image
 
  1. Create a grid that contains Employee, Rating (attribute) and Cost.
    The data comes from two unrelated data sets so you will get a cross join of data.

User-added image
 
  1. Add "Rating Metric" to Filter Pane and set a filter 'Greater than or Equal to" 1. You will see a proper Rating assignment and you don't even need to display 'Rating Metric" on the grid.

Final Report

User-added image



Note: This assignment is dynamic, meaning that if you change the Rating brackets in your data set the new Rating rules will be applied automatically (assuming, you are using a live connection to a database).

You may need to change Level of your metrics if there are more attributes in your initial data set.
Labels:

Comments

Post a Comment

Popular posts from this blog

Prompt-in-prompt(Nested Prompts) in Microstrategy

Prompt-in-prompt(Nested Prompts) in  Microstrategy Nested prompts allows you to create one prompt based on the other and other bases on another, nested prompts allows us to prompt the highest level(Like year) to middle level(like Quarter, then to the low level(like Month). Here you can see how to  create a 3-level deep nested prompt that will prompt the user to select a year, then a quarter within that year, then a month within that quarter. Prompt-in-prompt is a feature in which the answer to one prompt is used to define another prompt. This feature is only implemented for element list prompts . The following procedure describes how to achieve this: Create the highest level filter. This is a filter which contains a prompt on an attribute element list. Create a filter on the attribute "Year." Click "prompt on attribute element list" and click "Next" through the rest of the screens to accept the default values. Do not set any additio...
3 comments
Read more

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 ...
2 comments
Read more

Like / Contains operator in Tableau

Contains (Like) operator in Tableau SInce there is no like operator in Tableau it provides CONTAINS operator.  Little different syntax is there but not too complex. Syntax for contains is:  Below is the example for using CONTAINS operator in a calculated field in Tableau. IF (CONTAINS([campaign_name],"Intent")) OR (CONTAINS([campaign_name_derived],"Intent")) THEN "Yes"   ELSE "No" END  
Post a Comment
Read more

Custom formatting Microstrategy metric format into 1M 2M etc

Custom formatting metric values of 1,100,000 into a 1.1 million 1.1M type format  In addition to the the pre-defined options for metric formatting, MicroStrategy supports custom formatting. The MicroStrategy Tutorial project is used to explain how users can customize numbers from "1,000,000" to a "1.00" format. Consider a report containing row data values greater than a million, as illustrated below: To format these metric values to use a decimal (i.e., 1.1) instead of showing all the numerals, right-click on the metric (' Revenue ' , for this example) and select  Formatting > Revenue Values , as shown below: Select " Custom " as a category in the Number tab and enter ' 0,,.## ' (without quotation marks), as shown below: Confirm that the format applied properly:
2 comments
Read more

HyperIntelligence Training Videos

HyperIntelligence  Training Videos           Design and build hyper cards Optimizing Datasets for HyperIntelligence Using the HyperIntelligence for Office Outlook Add-In Building HyperIntelligence Cards Using HyperIntelligence for Mobile on Android Deploying HyperIntelligence for Outlook Insights On-The-Go: HyperIntelligence for Mobile Building HyperIntelligence Profile Cards Designing Custom HyperIntelligence Cards Using the Calendar with HyperIntelligence for Mobile
4 comments
Read more

Email Subscription in Microstrategy

Create Email Subscription in Microstrategy Creates an email subscription. Do not include any leading or trailing spaces in the ANSWER parameters. This causes a SQL error and prevents the command from executing. Ex: CREATE EMAILSUBSCRIPTION "New Multi Users" FOR OWNER "administrator" SCHEDULE "Books Closed" CONTACTGROUP "TEST"  CONTENT "Electronics Revenue by Region" IN FOLDER "\Public Objects\REPORTS\SUBJECT Areas\Sales and Profitability Analysis" IN PROJECT "MicroStrategy Tutorial" DELIVERYFORMAT HTML  EXPIRATIONDATE NEVER EXPRIED FILENAME "file_name"   SUBJECT  "Test REPORT" MESSAGE "Please Test"; CREATE EMAILSUBSCRIPTION [ subscription_name ] [FOR OWNER login_name ] SCHEDULE schedule_name  (ADDRESS address_name | USER user_name  | CONTACT contact_name [ADDRESS contact_ address_name ] | CONTACTGROUP contact_group_name ) CONTENT ( report_or_document_name IN FOLDER   loc...
1 comment
Read more

"System Prompt" and its uses in MicroStrategy

System Prompt and its uses in MicroStrategy WHAT IS A "SYSTEM PROMPT"? "System Prompt" is a system object that was introduced back in version 8.0.0. The object is named as "User Login" and is implemented as a prompt object. The object can be found under Public Objects > Prompts > System prompts, as shown below: Unlike ordinary prompt objects, system prompts don't require any answers from the user. When a report containing a system prompt runs, the prompt is answered automatically with the login of the user who runs the report. On the other hand, like other prompt objects, answers to system prompts are used to match caches. Therefore, users don't share caches for reports that contain system prompts. For details on how caches are matched, refer to the following MicroStrategy Knowledge Base document: KB5300-7X0-0147 - How are caches matched in MicroStrategy Intelligence Server 7.x? WHEN ARE SYSTEM PROMPTS USED?    System pr...
Post a Comment
Read more

Settings for Outer Join between metrics in MicroStrategy

Settings for Outer Join between metrics in MicroStrategy MicroStrategy adopts multi-pass logic to determine the execution plan for a report. This means that every metric is evaluated in separate SQL passes. Outer Joins come into play when MicroStrategy Engine merges the results from all SQL passes into one report. For a multi-pass report, different Outer Join behaviors can give the user completely different results. In addition, report metrics can be of different types which can, in some cases, influence the result of the outer join. In MicroStrategy, there are two settings that users can access to control Outer Join behavior : Formula Join Type and Metric Join Type . Metric Join Type: VLDB Setting at Database Instance Level Report and Template Levels Report Editor > Data > Report Data Options Metric Level   Metric editor > Tools > Metric Join Type Control Join between Metrics Formula Join Type: Only at Compound/Split...
Post a Comment
Read more

Prompt-in-prompt (Nested prompt) feature in a FreeForm SQL Report

Prompt-in-prompt (Nested prompt) feature in a FreeForm SQL Report In some business scenarios, it is required to implement prompt-in-prompt (nested prompt) feature to use the answer of one prompt to qualify on the elements of another prompt in Freefrom SQL reports in MicroStrategy Developer 9.4.x-10.x. The following procedure describes how to achieve prompt-in-prompt in a Freeform SQL report in MicroStrategy Tutorial project: Create a new filter, select Add an Attribute qualification and choose the highest level attribute Country. Make sure to Qualify On: Elements. Click Prompt as the image shown below. Accept all the default values without any changes in the popped up window after clicking on "Prompt" as shown below. Save the filter as "Country Filter". Click "Prompt", choose "Use a filter to reduce the number of elements" option and select Country Filter created in last step, as shown below. Save the filter as "Region Filter...
Post a Comment
Read more