Strategy One

Metric-to-Metric Qualification

Using a metric-to-metric qualification allows you to filter the results of a report by comparing the values of two metrics. For example, you can return data only for retail locations whose Cost is greater than their Revenue. For a more detailed example, see the Advanced Reporting Help.

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

To filter data using a metric-to-metric qualification

  1. Click Create on any page, and select New Filter.
  2. In the pane on the left, navigate to the first metric to use in the metric comparison.

  3. Right-click the metric and select Add to Filter.

    If DHTML is disabled, select the metric and click Add > to add the metric to the Filter panel.

  4. From the next drop-down list, select the operator that describes how you want to filter data, such as Equals or Less Than.
  5. Click the Select Metric icon Select Metric icon.
  6. Navigate to and select the second metric to use in the comparison.

  7. Click OK to return to the New Filter page. The name of the metric is displayed in the last drop-down list.

    You can select a different metric to use in the comparison by selecting New Metric from the drop-down list.

  8. Click the Apply icon Apply icon.
  9. Click Save As.
  10. Navigate to the folder where you want to save the filter. Type a Name and Description for the filter, and click OK.

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.