Metric set qualification

A metric set qualification lets you define the attributes to be used in a filter by restricting the attributes in the set based on the value, rank, or rank percentage of a metric associated with the attributes. For example, a store manager wants to see sales numbers for products whose current inventory count falls below a certain level. A metric set qualification lets the manager restrict data based on a set of attributes, in this case certain products, based on a metric value, rank, or rank percentage, in this case, inventory count below a certain level.

The results report displays the sales data for only those products with inventory counts below the threshold value. This report does not necessarily display the inventory figures for those products.

Filters and metric calculations: Output, Break By, and rank

A metric set qualification is additionally defined by an output level and a break by setting. The output level specifies the level at which the metric is calculated, and the break by setting allows you to choose the level at which to restart counting rank or percent values for a metric. For more information and examples on output level, break by, and rank, see the MicroStrategy Advanced Reporting Guide.

The output level of a metric qualification in a filter can be specified in the following ways:

Break by allows you to choose the attribute level at which to restart counting rank or percent values for a metric in a filter qualification. This attribute level must be higher than or equal to the level of aggregation for the metric itself. Consider the following report example:

The report has three attributes, Region, Category, and Employee, and one metric, Revenue. The metric is aggregated at the lowest attribute level on the report, which is Employee. Therefore, the break by value can be Category or Region, but not Employee. For example, you can break by Category where the Rank of Revenue is Top 2.

Also, if you select both Region and Category while setting the break by condition for this report, the report displays the top two Revenues for each category, for each region.

Rank allows you to choose the rank level at which to return report results. For example, you may have a report containing the Employee attribute and the Revenue metric that you want to filter so you can see only the top or bottom 10% of employees by revenue.

To filter data based on a metric value, rank, or rank percentage

    1.  

  1. On the project's main page, click Create Filter. The New Filter page opens.

  2. In the pane on the left, navigate to the metric on which you want to filter data.

  3. Right-click the metric and select Add to Filter.

  4. From the first drop-down menu, select an operator that describes how you want to filter data, such as Equal To or Less Than.

  5. In the field on the right, type a metric value to use for the metric qualification. This is the value against which the metric calculation will be compared.

  6. Click the Apply icon Apply icon to create your filtering condition.

  7. From the File menu, select Save As. The Save As dialog box opens.

  8. Navigate to the folder where you want to save the filter. Enter a Name and Description for the filter, and click OK. Your new filter is saved.

The filter you created can now be added to a report. For steps, see Adding a stand-alone filter to a report.