Strategy ONE
Filtering with Static or Dynamic Date Qualifications
You can create static and dynamic date qualifications in Strategy to filter the data in your MDX cube reports. Static date qualifications use a specific date to qualify on data while dynamic date qualifications enable you to use conditions based on the current date to qualify on data. For example, a dynamic date can be used in a report that examines revenue amounts from the previous two months. This is represented as "today" with an offset of two months. For background information on and examples of dynamic date qualifications, see the Advanced Reporting Help.
Date data represents a given day using various formats that include the month, day, and year of a given day. In Strategy, this type of data is commonly represented as an attribute form of an attribute that contains data describing individual days. Before you can filter data using date qualifications, the data of your MDX cube report must have some data defined as the date data type. For steps to define data in an MDX cube as the date data type, see Supporting MDX Cube Source Date Data in Strategy.
To create a date qualification on MDX cube data
- Create an MDX Cube Report connected to an MDX cube that contains a date attribute.
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Drag-and-drop the attribute to create a date qualification for into the Report Filter pane. The attribute is included as the Field of a report filter qualification.
- Choose Operator > Where.
- Click Field and choose the attribute form that is defined with a date data type.
- Click the new Operator option and choose the operator for the qualification.
- Click Valueand choose:
Use Calendar: This option enables you to select a static date from a calendar. You cannot create a dynamic date qualification with this option.
or
Select a Dynamic Date: You can select a static date from a calendar or create a dynamic date qualification.
Dynamic date qualifications are created as an offset of the current date. The Date Editor provides a preview of what your dynamic date qualification would return using the current date as the starting point. See the Advanced Reporting Help for more information about dynamic date qualifications.
or
Select a Prompt and Prompt a Value: These options enable you to select a date prompt or create a new date prompt for a user to answer at report runtime to complete the filter qualification. Prompts can use static or dynamic dates to return a list of answers for users to choose from.
If you do not see these date options, this means the attribute form has not been defined correctly as a date data type. For steps to define MDX cube data as a date data type, see Supporting MDX Cube Source Date Data in Strategy.
- Add attributes, metrics, and any other valid objects to meet your remaining report requirements.
- Click Save and Close.