Skip to main content

Filtering for a Level Metric


What is filtering for a level metric?
The filtering setting for a level metric governs the relationship between the report filter and the calculation of the metric. The filtering options are:
  1. Standard filtering - allows the report filter to interact as usual in the metric calculation. The metric calculates only for the elements found in the filter definition. The filter criteria for the report is found in the WHERE clause of the SQL statement which calculates the metric in question.
  2. Absolute filtering - changes the filter on descendents of the target. It raises it to the level of the target, if possible.
    • If the attribute in the metric filter is a parent of the attribute in the report filter, calculations are performed only on elements to which the report filter applies.
    • If the attribute in the metric filter is of the same level or a child of the attribute in the report filter, calculations occur as specified by the report filter. Absolute filtering influences what is displayed on the report, not its calculations. It includes the report criteria in a subquery rather than in the WHERE clause itself.
  3. Ignore filtering - omits filtering criteria based on the attribute in the target and its related attributes (parents and children). The report filter does not appear anywhere in the SQL for a metric with this setting.
  4. None - can be summarized as unspecified-the filtering behavior for the target is not determined by this component. Instead, the target and group components of this level unit define the filter.
    • If the report includes an attribute in the same hierarchy as that indicated by the metric filter, aggregation takes place at the level of that attribute.
    • If the report does not include other attributes in the same hierarchy as that indicated by the metric filter, aggregation defaults to the "Absolute" option.
How Absolute and Ignore Filtering modify the results of the report:
Take for example the following report and metric:
Report Filter: Year = 2004

Attributes: Quarter & Month

Metric: Level Profit

external image TN5700-8X-2537_1.jpg

external image TN5700-8X-2537_2.jpg

Because the Filtering is currently set to standard, then the report filter will interact with the metric calculation normally and apply the filter to the metric.
Now if the Filtering is changed to absolute, then again, nothing will change. Because the target is set at the Report Level, then the level of the target is not raised and the results remain unchanged.
However, if the Filtering is set to Ignore, then the Report Filter is ignored and additional 2003 data is displayed for the Level Profit as shown below:
external image TN5700-8X-2537_3.jpg

This is because ignore Filtering will remove any report filters that are related to the target (parent or child). Because the Target is Report Level, which is the Month & Quarter, and Year is a parent of both of those, it is removed.
For more examples regarding Level Metrics, refer to the 'Level Metrics' sectino of the Advanced Reporting Guide.

Comments

Popular posts from this blog

Case functions Microstrategy

Ca se functions Microstrategy Case functions return specified data in a SQL query based on the evaluation of user-defined conditions. In general, a user specifies a list of conditions and corresponding return values. Case This function evaluates multiple expressions until a condition is determined to be true, then returns a corresponding value. If all conditions are false, a default value is returned.  Case  can be used for categorizing data based on multiple conditions. This is a single-value function. Syntax Case ( Condition1 ,  ReturnValue1 ,  Condition2 , ReturnValue2 ,...,  DefaultValue ) Example Case(([Total Revenue] < 300000), 0, ([Total Revenue] < 600000), 1, 2) sum(Case (Day@DESC in (“Sat”,”Sun”), Sales, 0) {~+} Sum(Case(Category@DESC In("Books","Electronics"),Revenue,0)){~+} CaseV (case vector) CaseV  evaluates a single metric and returns different values according to the results. It can be used to perfo...

Apply or Pass-through functions in Microstrategy

Ap ply (Pass-Through) functions MSTR Apply functions provide access to functions or syntactic constructs that are not standard in MicroStrategy but are provided by various RDBMS systems.. Syntax common to Apply functions Apply Function Name   ("expression with placeholders", Arg1, Arg2, Arg3, …ArgN) where: Apply Function Name  – is a generic name used for the predefined pass-through functions described above expression with placeholders  – is the string describing the actual expression or syntax that the engine uses while generating the SQL and which is sent to the RDBMS. The placeholders are represented by #0, #1, and so on. "#" is a reserved character for MicroStrategy. Arg  – is an argument that replaces the parameter markers in the pattern. Arg1 replaces #0, Arg2 replaces #1, and so on. There are   five  pre-defined Apply functions to replace regular, predefined functions of the same type. For more details, cli...

Microstrategy Dossiers explained

Microstrategy  Dossiers With the release of MicroStrategy 10.9, we’ve taken a leap forward in our dashboarding capabilities by simplifying the user experience, adding storytelling, and collaboration.MSTR has  evolved dashboards to the point that they are more than dashboards - they are  interactive, collaborative analytic stories . Ultimately, it was time to go beyond dashboards, both in concept and in name, and so  the've  renamed VI dashboards to  ‘ dossiers ’.  Dossiers can be created by using the new Desktop product or Workstation or simply from the Web interface which replaces Visual Insights. All the existing visual Insights dashboards will be converted to Dossiers   With MicroStrategy 10.9, there was an active focus on making it easier to build dashboards for the widest audience of end users. To achieve this, some key new capabilities were added that make it easier to author, read, interact and collaborate on dashboards ...

Microstrategy Custom number formatting symbols

Custom number formatting symbols If none of the built-in number formats meet your needs, you can create your own custom format in the Number tab of the Format Cells dialog box. Select  Custom  as the Category and create the format using the number format symbols listed in the table below. Each custom format can have up to four optional sections, one each for: Positive numbers Negative numbers Zeros Text Each section is optional. Separate the sections by semicolons, as shown in the example below: #,###;(#,###);0;"Error: Entry must be numeric" For more examples, see  Custom number formatting examples . To jump to a section of the formatting symbol table, click one of the following: Numeric symbols Character/text symbols Date and time symbols Text color symbols Currency symbols Conditional symbols Numeric symbols For details on how numeric symbols apply to the Big Decimal data type, refer to the  Project Design Guide . ...

Custom Subtotal Displays in MicroStrategy

Defining custom subtotal displays in MicroStrategy By default, when users apply subtotals in a report, the name of the subtotal is displayed in the subtotal line items that appear in the report. Users can use custom subtotals to give more control over the characteristics of a subtotal. Custom subtotals allow users to define custom subtotal line items that appear on the reports  U sers 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 th...

Microstrategy "Error type: Odbc error. Odbc operation attempted

 "Error type: Odbc error. Odbc operation attempted: SQLExecDirect. [HYT00:0: on SQLHANDLE] [MicroStrategy][ODBC Oracle Wire Protocol driver]Timeout expired" is shown when executing reports from Web When users are trying to execute some reports in MicroStrategy web in particular, they may receive the Error “SQL Generation Complete Index out of range” and “Timeout expired” error as shown below: Possible Causes: One possible cause is that the MicroStrategy Intelligence Server using a cached database connection that was already dropped by the RDBMS. To resolve this: Admin should delete the database connection caches and create a new DSNs in case they are sharing DSNs to connect to different databases. In addition, change the settings for the ‘Connection lifetime’ and the ‘Connection idle time out’.  Follow the steps below to perform the mentioned changes and verify the report after each step and some of the settings require i-server r...

RunningSum calculation only on the metric subtotal in MicroStrategy

RunningSum calculation only on the metric subtotal in MicroStrategy Here are the series of steps to setup report objects in which metrics and subtotals so only the  subtotal field  will contain the  RunningSum  and the  regular metric values  will be  standard sum values . 1) Create Metric 1 which is the sum of the fact that is to be in the columns. 2) Create Metric2 as the RunningSum of Metric1.  NOTE:  The  sortby  parameter for the RunningSum should be set to whichever attribute you want the report sorted by. 3) Create Metric3 as Metric1 + (Metric2 x 0) 4) Create a new subtotal called "Max" which is defined as Max() 5) On the Subtotals/Aggregation tab for Metric 3, set the Total subtotal function to be "Max" and select the check box for "Allow Smart Metric" 6) Create the desired report and place the 3 metrics on the report.  NOTE:  Only Metric3 is required on the gri...

Uniquely identifying data using Compound Key in Microstrategy

Uniquely identifying data in tables with Compound Key attribute: The types of keys that can be assigned to a table include: • Simple key requires only one column to identify a record uniquely within a table. • Compound key requires multiple columns to identify a unique record. . The following diagram shows how the different key structures can be used to identify a cal...

"Table structure cannot read or update" in the warehouse catalog error while updating a table structure in Microstrategy

"Table structure cannot read or update"  in the warehouse catalog error while updating a table structure while using Warehouse Catalog in MicroStrategy Developer  This issue could be due to the incorrect prefix.  To fix the issue. 1. Open the Warehouse Catalog. 2. Select the table and assign the correct Prefix update the structure. 3. Save and close the warehouse catalog.

Microstrategy Alerts setup

Alerts Editor Alerts can be sent to an email address or to an iPhone, iPad, or Android device with MicroStrategy Mobile. This allows users to be notified of data that is likely to be important for making business decisions. You can also have formatting automatically applied to metric values in the report, to draw immediate attention to the data that meets the alert's threshold conditions. For example, when the Inventory Count data in a report falls below 1,000 units, you can have the report sent to you, with the values below 1,000 displayed in red text. You can specify a subject and message to display for the alert, as well as a report or document to be displayed when viewing the alert, as described below. You can receive and view alerts on a mobile device even if the MicroStrategy Mobile application is not running. Prerequisites    You must have the MicroStrategy Distribution Services product installed and MicroStrategy Web must be configured to use Distribu...