MicroStrategy ONE
How to Create a Transformation Shortcut Metric
Shortcut metrics are a quick way to add new metrics based on the existing metrics of a report, including a report displayed on a document.
Transformation shortcut metrics apply offset values, such as "four months ago," to the selected attribute. The offset value is called a transformation. Use transformation shortcut metrics to compare current values for a given metric against corresponding values for that metric across a time period.
For example, if you add a Last Year transformation to a revenue metric, the new shortcut metric calculates last year's revenue.
Transformations are schema objects and therefore only a project designer with schema object privileges can create them. For more information on transformations, see the Project Design Help.
Transformation shortcut metrics must be calculated in SQL and are therefore only available to users that have the privilege to manipulate objects within the Report Objects tab.
Shortcut metrics are available only if DHTML is enabled. See How to Enable DHTML in MicroStrategy Web.
The report must be displayed as a grid or as both a grid and a graph.
To Create a Transformation Shortcut Metric
- Do one of the following:
- To create a shortcut metric on a report, click the report's name to execute it.
- To create a shortcut metric on a report on a document, open the document in Design Mode or Editable Mode.
- To open a document in Design Mode, from a folder, right-click the document and select Edit.
- To open a document in Editable Mode, from a folder, right-click the document, point to Run as, and select Editable.
- Right-click the column(s) or row(s) to use to create a transformation metric.
- Select Insert
Metric and point to Transformation.
A menu opens with the following options. Select the transformation
interval in which the selected column or row is to be displayed:
- Normal: Displays unit figures for both the current values and corresponding values for the interval selected.
- Variance: Calculates the difference between current values and corresponding values for the interval selected, for example, Revenue - (Last Year's (Revenue)).
- Variance Percentage: Calculates the difference between current values and corresponding values for the interval selected, expressed as a percentage. For example, Revenue - (Last Year's (Revenue))/(Last Year's (Revenue)).
A new column of metric values is displayed on the report.