Combining the embedding method and remove related elements settings

The embedding method and the Remove related report filter elements setting work together to affect the interaction of the report filter and the metric condition. The following list describes all the possible combinations of these advanced settings.

This example calculates revenue from high-volume customers, where high-volume is defined as a customer who has purchased more than 20 items. To calculate that revenue, use a conditional metric with a formula of Sum(Revenue), setting the condition as the set of customers where Units Sold > 20. The report contains Year, the High-Volume Customer Revenue metric, and a filter for the 75 most profitable items in the following Customer Regions: Central, Northwest, South, and Southwest. Note that both the metric filter and the report filter contain a metric qualification, so the embedding method is relevant to this example.

• Merge report filter into metric with Remove related report filter elements selected. These are the default settings.

  • The report filter criteria is applied to the data first. Then the metric filter is applied to the results of the report filter evaluation. If the report filter contains a qualification based on an attribute related to an attribute in the metric filter, the attribute qualification in the metric filter overwrites the report filter qualification for the conditional metric only, and only for the related attributes.

  • In the sample report, the 75 most profitable items among customers in the specified customer regions are selected; these are the results from the evaluation of the report filter. The metric filter is applied to those results, so any customers who bought more than 20 units of the selected items are chosen. The report filter condition on Customer Region is ignored because Customer Region is related to Customer in the metric filter.

• Merge report filter into metric with Remove related report filter elements cleared.

  • The report filter criteria is applied first, then the metric filter is applied to those results. All report filter elements, regardless of whether they are related to elements in the metric filter, are included in the criteria.

  • In the sample report, the 75 most profitable items among customers in the specified customer regions are selected; these are the results from the report filter. The metric filter is applied to those results, so customers in the specified customer regions who bought more than 20 units of the selected items are chosen.

• Merge metric condition into report with Remove related report filter elements selected.

  • The metric filter criteria is applied to the data first. Then the report filter is applied to the results of the metric filter evaluation. Report filter elements that are related to the metric filter are ignored.

  • In the sample report, the customers who bought more than 20 units of any items are selected; these are the results from the evaluation of the metric filter. The report filter is applied to those results, so the 75 most profitable items among the selected customers are chosen. Notice that Customer Region does not figure in any of these evaluations. This is because the report filter condition on Customer Region is ignored since Customer Region is related to Customer in the metric filter.

• Merge metric condition into report with Remove related report filter elements cleared.

  • The report filter is applied to the results of the metric filter, which includes all its elements.

  • In the sample report, customers who bought more than 20 units of any item are selected; these are the results from the metric filter. The report filter is applied to those results, so the 75 most profitable items from the selected customers who are in the specified customer regions are chosen.

• Merge into new with Remove related report filter elements selected.

  • The metric and report filters are calculated independently, and then the results are intersected during the metric calculation. If any report filter elements are related to any metric filter elements, the report filter elements are not included in the new filter.

  • In the sample report, the customers that bought more than 20 units of any items are selected. Note that the units do not have to be of the same item. This condition comes from the metric filter. The report filter determines the top 75 most profitable items, using all customers not just the selected high-volume customers. Finally, the revenue from those 75 items only to the selected customers is calculated. Notice that Customer Region does not figure in any of these evaluations. This is because the report filter condition on Customer Region is ignored since Customer Region is related to Customer in the metric filter.

  • In short, this report calculates the revenue for the 75 most profitable items, based on all customers, sold to high-volume customers.

• Merge into new with Remove related report filter elements cleared.

  • The results of the metric and report filters are intersected when the metric is calculated. All report filter elements, regardless of whether they are related to elements in the metric filter, are used to determine the results of the report filter.

  • In the sample report, the metric filter determines the high-volume customers. The report filter determines the top 75 most profitable items, using all the customers in the specified customer regions, not just the high-volume customers. When the revenue metric is calculated, it determines the sales of the selected items to the high-volume customers in the specified customer regions.

For a more in-depth explanation of these combinations, along with report samples and diagrams, see the Advanced Metrics chapter of the Advanced Reporting Help.

Related Topics

• Changing the embedding method

• Removing related report filter elements

• About conditional metrics

• Report filters