Attribute-to-Attribute Qualification

An attribute form is descriptive information about a business attribute. For example, the attribute Customer can have the forms First Name, Last Name, Address, Email Address, and so on. A form is a descriptive category for any data that your organization saves about any of its attributes. Just as an attribute element is a distinct occurrence of an attribute, a form defines the attribute.

Attribute-to-attribute qualifications allow you to compare attributes based on the value of their attribute forms. For example, you can return data for only new customers whose First Order Date is equal to their Last Order Date. For a more detailed example, see the Advanced Reporting Help.

The procedure below shows you how to create a stand-alone attribute-to-attribute qualification filter.

To filter data using an attribute-to-attribute qualification

1. Click Create on any page, and select New Filter. .
2. In the pane on the left, navigate to the first attribute whose form you want to use to filter report data.
3. Right-click the attribute and select Add to Filter.
4. If DHTML is disabled, select the attribute and click Add > to add the attribute to the Filter panel.
5. Click Qualify.
6. From the first drop-down, select the attribute form to use to filter the data.
7. From the second drop-down, select the operator that describes how you want to filter data, such as Equals or Less Than.
8. Click the Select Attributes icon .
9. Navigate to and select the second attribute to use in the comparison.
10. Click OK.

11. In the last drop-down, do one of the following:

    • Select an attribute form for the second attribute. This is the value that will be compared against the form of the first attribute.
    • To select a different attribute for the comparison, click New Attribute.
12. Click the Apply icon .
13. Click Save.

The filter that you created can now be added to a report. For steps, see How to Add a Stand-Alone Filter to a Report.