MicroStrategy ONE

Applying derived elements to subtotals

You can define how each derived element value is applied to all subtotals included on a report or Grid/Graph. The simple report below is used as an example of how you can apply derived element values to subtotals.

You have the following options in the Derived Elements Editor for applying derived element values to subtotals. The examples below are all based on the basic report above.

Option Name

Subtotal Behavior

Example

Use this element when calculating subtotals

(default behavior) The derived element values are applied to all subtotals. This means that a derived element's aggregated data is applied to all subtotals for the report, rather than the values for the individual items that are part of a derived element.

In a report with Category and Profit, you create a derived element defined as Electronics - Books. Applying the derived element value to the subtotal means that the subtotal uses the value resulting from the subtraction of the Electronics and Books attribute elements, as shown below.

Use the individual items that make up this element when calculating subtotals

The values of the separate items that make up the derived element are applied to all subtotals. For Group and Filter derived elements, only attribute elements can be included as items of derived elements. Calculation derived elements can include attribute elements as well as other derived elements.

In a report with Category and Profit, you create a derived element defined as Electronics - Books. Applying the individual item values to the subtotal means that the subtotal uses the individual values of the Electronics and Books attribute elements, as shown below.

Do not use this element when calculating subtotals

This option excludes the derived element values and separate item values from all subtotals.

You can use this option to avoid double counting when an attribute element is included in more than one derived element.

In a report with Category and Profit, you create a derived element defined as Electronics - Books. The derived element values as well as the individual attribute element values are excluded from the subtotal, as shown below.

The steps below show you how to define subtotal behavior for derived elements.

Prerequisites

  • A report connected to an active Intelligent Cube, a Grid/Graph in a Report Services document, or a stand-alone derived element.

  • This procedure also assumes you have created derived elements for the report, Grid/Graph, or stand-alone derived element.

  • You have the Derived Elements Editor open. For information on accessing the Derived Elements Editor, see Accessing the Derived Elements Editor.

  • You need the Define Derived Elements (MicroStrategy Developer) and/or the Web Define Derived Elements (MicroStrategy Web) privileges. These privileges are part of OLAP Services.

To define subtotal behavior for derived elements

  1. In the Derived Element Editor, select a derived element.

  2. Select the Property tab.

  3. From the Subtotal behavior drop-down list, select one of the following options:

    • Use this element when calculating subtotals

    • Use the individual items that make up this element when calculating subtotals

    • Do not use this element when calculating subtotals

  4. Click OK to save your changes and close the Derived Elements Editor.

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