Resetting rank and percent qualifications: Break by values

Before you begin

This topic assumes a basic understanding of levels, including hierarchies. For more information, see The level of data aggregation.

The break by property of a metric qualification allows you to choose the attribute level at which to restart counting rank or percent values for a metric. This attribute level must be higher than or equal to the level of aggregation for the metric itself. For example, consider the following report:

Region	Category	Employee	Metric	Revenue

The metric is aggregated at the lowest attribute level on the report, which is Employee. Therefore, the break by value can be Category or Region, but not Employee. You can break by Category where the Rank of Revenue is Top 2.

Also, if you select both Region and Category while setting the break by condition for this report, the report displays the top two Revenues for each category, for each region.

Given the following data:

Region	Market	Store	Actual Sales $ (in thousands)
Northeast	Mid-Atlantic	Baltimore	40
Northeast	Mid-Atlantic	Philadelphia	30
Northeast	New England	Boston	20
Northeast	New England	Greenwich	10

The metric is aggregated at the lowest level on the report, which is Store. Therefore, the break by value can be Market or Region, but not Store.

If you break by Market, the ranking counter is reset for each market (in descending order).

Region	Market	Store	Actual Sales $ (in thousands)	Rank
Northeast	Mid-Atlantic	Baltimore	40	1
Northeast	Mid-Atlantic	Philadelphia	30	2
Northeast	New England	Boston	20	1
Northeast	New England	Greenwich	10	2

If you break by Region, the ranking counter is reset for each region. In this example, there is only one region, so the counter is not reset.

Region	Market	Store	Actual Sales $ (in thousands)	Rank
Northeast	Mid-Atlantic	Baltimore	40	1
Northeast	Mid-Atlantic	Philadelphia	30	2
Northeast	New England	Boston	20	3
Northeast	New England	Greenwich	10	4

Prerequisite

This procedure assumes you have already created a metric qualification. For more information, see About metric set qualifications.

To set break by values in a metric qualification

1. If the metric qualification is not already open, double-click the metric qualification in the Filter definition pane of the Filter Editor.

   • Open the Filter Editor

2. Click Break By. The Break by tab of the Level dialog box opens.

   The Break By button is enabled only if you set the Function to Rank or Percent.

3. Select the desired attribute(s) from the list of Available objects and click > to add them to the Selected objects list.

4. Click OK. You are returned to the Set Qualification pane.

5. Click OK to close the Set Qualification pane.

6. Save the filter. (How?)

Related Topics

• About metric set qualifications

• Level: Breakby tab