MicroStrategy ONE

Showing totals in selectors

Steps to show totals in a selector

Selectors provide interactivity to Report Services (RS) dashboards, allowing each user to change how he sees the data. A selector can change panels, the focus of a Grid/Graph, or dynamic text fields (a text field that is a reference to an object on a report) in a panel stack. For more information on selectors in general, see Providing interactivity to users: Selectors.

Selectors that contain attribute, custom group, or consolidation elements as selector items can also include an option to display totals. The total is calculated for all the selector items. A user can choose whether to display specific elements, all of the elements at the same time, or the totals.

For example, a document contains a Grid/Graph with Region and several metrics. A selector (the check boxes on the left) targets the Grid/Graph and displays all the regions (the selector source), as well as the Total option, as selector items. In the following sample, all the regions are selected, and the total is displayed.

The All option does not have to be selected for the total to be displayed. However, the total is always calculated using all the selector items (in this instance, all the regions).

Conditional formatting on selector totals

Conditional formatting allows you to format specified data in your document depending on predefined criteria. You can use MicroStrategy Web to select whether to apply conditional formatting to metrics only, or to metrics and their corresponding selector totals.

For example, a document contains the Region attribute and the Revenue metric on a panel stack. The panel stack is targeted by a selector, which allows a user to choose the region to display in the panel stack. The selector includes the option to display the total, which is calculated for all the regions. The conditional formatting on the Revenue metric displays low revenue in red and high revenue in green. The conditional formatting can be applied to the regional revenue values only (that is, the metric only), or to both the regional revenue values and the total value.

To select metrics or metrics and totals, use the Advanced Conditional Formatting in MicroStrategy Web. When you apply a conditional format in MicroStrategy Developer, the conditional format is applied to the metric values only. For instructions to specify this setting, see the MicroStrategy Web Help. For instructions to create conditional formatting in MicroStrategy Developer, see Formatting conditional data in documents.

To show totals in a selector

  1. Open the document in the Document Editor. (How?)

  2. Right-click the selector and select Properties. The Properties dialog box opens.

  3. Click the Selector tab.

  4. Select the Show option for Total check box.

    • If the Action type is defined as Select metric, Metric condition, or Select panel, the Show option for Total check box is not available.

    • If Apply selections as a filter is selected, the Show option for Total check box is not available. For a comparison of filtering and slicing selectors, see Applying selections as filters or slices.

  5. Click OK.

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