Version 2021

Create a Metric Set Qualification for an Advanced Filter

Metric set qualifications allow you to restrict data based on the value, rank, or rank percentage of a metric associated with attributes.

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 know which products are included in a dossier or document based on a metric value, rank, or rank percentage, such as inventory count below a certain level.

Create a metric qualification on which to base your new metric set qualification. The metric qualification must be applied at the dataset level. See Create a Metric Qualification for an Advanced Filter for more information.

  1. Open the Advanced Filter Editor.
  2. Hover over a metric qualification and click Create a Set.
  3. Select one or more attributes to filter from the pop-up dialog and click OK.

    The new metric set qualification appears in the Advanced Filter Editor with its associated metric.

  4. To add or remove attributes from the metric set qualification, click on the list of attributes in Set of. Then, select or deselect attributes to include or exclude them from the qualification and click OK.
  5. If you need to edit the qualification that your metric set qualification is based on, you must first convert the metric set qualification back into the original metric qualification. To do so, click More and choose Convert to Condition.
  6. Click Save.

Related Topics

Introduction to Advanced Filtering

Manage Qualifications for an Advanced Filter

Create an Attribute Qualification for an Advanced Filter

Create a Metric Qualification for an Advanced Filter

Create a Relationship Set Qualification for an Advanced Filter

Clear All Filters