MicroStrategy ONE

Configuring filter details

Before you begin

This section assumes that you are familiar with filters, especially the different types of filters and the components of filters. For background information, see Filters.

The filter details display the report filter and report limit of the report by default, although other types of filters can be displayed. The filter details have many configuration properties, which can be grouped into the following categories. This list does not describe all the properties; it is only a summary.

  • You can configure the content of the filter details, by selecting which filter types to include (report filter, view filter, report limits, and so on) and how the filters are displayed. For example, you can select whether to include the name of the filter type and whether to display the report limits before or after view filters. See Configuring the content of the filter details for descriptions of all these options.

  • For filters that contain attribute element list qualifications, you can configure how those lists are displayed. For example, you can specify whether to show the attribute name (such as Region or Year) and the separator between attribute names. See Configuring how attribute element list qualifications are displayed for descriptions of all these options.

  • You can specify how attribute form and set qualifications in filters are displayed. For example, you can select whether to use names or symbols for the operators. See Configuring how attribute form and set qualifications are displayed for descriptions of all these options.

  • You can specify how logical operators, which join multiple qualifications or filters, are displayed. For example, you can choose whether to include parentheses around conditions. See Configuring how logical operators are displayed for descriptions of all these options.

  • You can choose whether aliases replace object names in the filter details. See Configuring whether to use aliases in the filter details for a detailed description of this option.

For each of the properties listed above, you can instead choose to inherit the project-level report detail definition set in the Project Configuration Editor. For more information on the levels of inheritance, see Levels of report details configuration.

Interaction of report details preferences and filter details

The report details preferences specified in the Developer Preferences dialog box specify which types of report details are displayed. These preferences override some of the report details that are configured in the Report Details Properties dialog box in the Project Configuration Editor and in the Report Editor. The report details preferences specify whether the filter details are displayed.

  • If the report details preferences specify that the filter details are not displayed, you cannot display them using the Report Details Properties dialog box.

  • If the report details preferences specify that the filter details are displayed, you cannot hide them using the Report Details Properties dialog box. You can use the Report Details Properties dialog box to configure how they are displayed, however.

You can change this behavior by disabling the report details preferences, allowing the report details properties to be used instead. You can disable the report details preferences when you save changes to the report details properties (as described in the following procedure) or by using the Developer Preferences dialog box (for instructions, see Disabling report details preferences). For more information about the report details preferences in general, and how to set them, see Enabling and customizing report details preferences.

To configure filter details

  1. Open the report to edit it or view it. How do I open the Report Editor? How do I open the Report Viewer?

  2. From the Data menu, select Report Details Properties. The Report Details Properties dialog box opens.

    By default, each of these settings inherits the project setting, as described in Levels of report details configuration. You can return to this default by selecting <default> from the drop-down list.

  3. Click the General tab.

  4. To ensure that the filter details are displayed in the report, select Yes from the Filter Details drop-down list.

  5. The Generaltab also allows you to configure whether aliases replace object names in the filter details. See Configuring whether to use aliases in the filter details for a detailed description of this option.

  6. Click the Filter Details - Contents tab to specify the content of the filter details, by selecting which filter types to include (report filter, view filter, report limits, and so on) and how the filters are displayed. For example, you can select whether to include the name of the filter type and whether to display the report limits before or after view filters. See Configuring the content of the filter details for descriptions of all these options.

  7. Click the Filter Details - Other tab.

  8. For filters that contain attribute element list qualifications, you can configure how those lists are displayed. For example, you can specify whether to show the attribute name (such as Region or Year) and the separator between attribute names. See Configuring how attribute element list qualifications are displayed for descriptions of all these options.

  9. For filters that contain attribute form and set qualifications, you can configure how the qualifications are displayed. For example, you can select whether to use names or symbols for the operators. See Configuring how attribute form and set qualifications are displayed for descriptions of all these options.

  10. You can configure how logical operators, which join multiple qualifications or filters, are displayed. For example, you can select whether to include parentheses around conditions. See Configuring how logical operators are displayed for descriptions of all these options.

  11. Click OK to return to the report.

  12. If report details preferences are enabled, a message opens, indicating that some of your changes may not be applied to the report, as described in Interaction of report details preferences and filter details above.

    • To disable report details preferences, click Yes. The changes that you made affect the display of filter details in this report, and report details preferences are disabled for all reports.

    • To keep report details preferences enabled, click No. The report details preferences override the changes that you made.

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