Strategy ONE
Filtering data based on business attribute elements: Attribute element list qualification
The elements of a business attribute are the unique values for that attribute. For example, 2026 and 2027 are elements of the Year attribute, while New York and London are elements of the City attribute. On a report, attributes are chosen to build the report, but once the report is executed, the attribute's elements are displayed in the rows or columns.
The filter type called an attribute element list qualification qualifies (or filters) report data based on a list of attribute elements belonging to an attribute. For example, the attribute Customer has elements which are individual customer names. For a report containing the attributes Region, Customer, and Income Range, you can use an attribute element list qualification on the attribute Customer to obtain income data for only those customers you specify in your filter's list.
Attribute element list qualification example
You want to create a report that includes the revenue, cost, and profit by month for all employees last year. However, certain months are not representative of the normal business cycle, so they should be excluded from the report calculations. To do that, you create an attribute element qualification that excludes the months April, May, and December, which are elements of the Month attribute. Name this filter the Month filter. (For general instructions to create an attribute element list qualification, see Creating an attribute qualification. For specific instructions to create this filter, see the Building Query Objects and Queries, for Designers chapter in the Basic Reporting Help.)
The Basic Report, part of which is shown below, displays employee revenue, cost, and profit for all months of the year:
You can find the Basic Report in the Tutorial project, in Public Objects\Reports\MicroStrategy Platform Capabilities\Advanced Reporting Guide.
In the Basic Report, Leanne Sawyer's contribution to revenue is $316,786. Add your Month filter to this report. First, switch to Design View by selecting Design View from the View menu. Use the Object Browser to navigate to where you saved your Month filter, and drag the filter into the report's filter pane. When you re-execute the report, the first region looks like the following image:
(To see the filtered report shown above, open the report named Filter - Month Report Filter from the Tutorial project, located in Public Objects\Reports\MicroStrategy Platform Capabilities\Advanced Reporting Guide.)
In this filtered report, the metrics have different values than in the unfiltered Basic Report. Sawyer's contribution to revenue is now $198,976. In the unfiltered Basic Report, the data was retrieved from the data warehouse for all months of the year. In the filtered report, the data for the months April, May, and December is not retrieved from the data warehouse, so the metrics cannot include this data in their calculations. As this filtered report shows, your top revenue-producing employees may be very different if you exclude the months April, May, and December.
