Create Transformations

Starting in MicroStrategy 2021 Update 5, you can create transformations. Transformations allow you to apply an attribute-element based offset to compare metric data.

Metrics use time transformations to compare values at different times, such as this year versus last year or current date versus month-to-date. For example, the Last Year transformation maps each time period to its corresponding time period last year, while the Month-to-Date transformation maps each time period to a set of time periods that comprise the entire month to date.

While transformations are most often used for discovering and analyzing time-based trends in your data, not all transformations have to be time-based. For example, a transformation can map defunct product codes to new ones. An example of a non-time-based transformation is This Catalog/Last Catalog, which might subtract a number from an old product code to convert it into a new one.

Check out the video below to learn more!

Open the Workstation window.
In the Navigation pane, click , next to Objects.
Select the environment and project where you want to save your transformation.
Click Transformation and Select.
To add an expression, click New Expression.
To delete an expression, right-click it and choose Delete. You can multi-select expressions for deletion.
Add an attribute to your expression.
1. Click Select an attribute.
2. To add columns to an expression, select a table, locate the appropriate columns, and drag them to the Formula area.
3. Use the existing column or modify it as part of a formula by using the toolbar buttons or functions in the drop-down list.
Add a metric to your transformation.
1. In the Assigned Metrics pane, click Add New Metrics.
2. Locate the metrics you want to use and select them.
3. By default, new copies of the metrics are created. You can also choose to use the original metric.
4. Change the transformation mapping type. For example, you can use a one-to-one relationship to map Last Year Day to This Year Day. Use a many-to-many relationship to map Year to Date.
Click Save.