Creating custom group attribute qualifications

About custom group attribute qualifications

Attribute qualifications allow you to specify the condition that the attribute elements must satisfy to be included in the custom group element. For example, you can create a qualification on the attribute Month so that the element displays only months beginning with the letter J.

Attribute qualifications in custom groups are the same as attribute qualifications in filters.

Types of attribute qualifications

You can create the following types of attribute qualifications:

• Attribute element list qualification allows you to qualify on a list of attribute elements. For example, an attribute element list qualification on a Year attribute might return data only for the elements 2022 and 2023.

• Attribute form qualification allows you to qualify on an attribute form. For example, you can use an attribute form qualification for the form Customer Last Name, to return data only for those customers whose last names start with the letter H.

• Dynamic dates are fixed offsets of the current date. For more information, see Using dynamic dates in custom group attribute qualifications.

• Imported filter elements allows lists of data from existing files to be imported into the qualification definition. You can import element values into the Custom Group Editor from sources other than MicroStrategy, if you choose the attribute qualifying operator as In list or Not in list. To import element values into a qualification, they should be stored in an Excel file or a text file.

• Attribute-to-attribute qualification allows you to qualify on data based on the comparison of attributes. For example, you can create an attribute-to-attribute qualification that returns data only for orders that were shipped within a week of their order date, by comparing the Order date with the Shipped date.

You can also create a Prompted attribute qualifications, which allows you to dynamically modify the definition of the custom group at report run time.

For more information on custom groups, see Creating custom groups and When to use custom groups, as well as the Custom Groups and Consolidations chapter of the Advanced Reporting Help. For more information and examples of attribute qualifications in general, and specifically attribute element qualifications and attribute form qualifications, see the Basic Reporting Help. For more information and examples of dynamic dates, imported filter elements, and attribute-to-attribute qualifications, see the Advanced Filters chapter of the Advanced Reporting Help.

To create a custom group attribute qualification

In a custom group, an attribute qualification specifies the condition that the attribute elements must satisfy to be included in the report results.

1. Open the Custom Group Editor. (How?)

2. Double-click in the Custom Group Definition pane. A new custom group element is created, with the default name Custom Group Element. You can rename the custom group element headers.

3. Double-click Add Qualification in the Custom Group Definition pane. The Custom Group Options dialog box opens.

4. Select Add anAttributequalification and click OK. The Attribute Qualification pane opens.

5. Select from the following list of attribute qualification types and click its link to follow the steps in the sub-procedure:

   • Attribute element list qualification filters on a list of attribute elements.

   • Attribute form qualification filters on an attribute form.

   • Dynamic dates are fixed offsets of the current date.

   • Imported filter allows lists of data from existing files to be imported into the qualification.

   • Attribute-to-attribute qualification compares two attributes through attribute forms.

Finish the attribute qualification

1. Click OK to close the Attribute Qualification pane.

2. Do one of the following:

   • Add more qualifications to the custom group element. Double-click in the Custom Group Definition pane to open the Custom Group Options pane again. These can be any type of qualification except banding qualifications.

     If you have multiple qualifications, you can change the operator connecting them. To do this, right-click the operator in the Filter definition area, point to Toggle operator, then select the new operator from the list.

   • Change the name of the custom group element header (recommended), if you did not do this in step 2. How?

   • Return to Creating custom groups to format the custom group element, set the display options, and/or add more custom group elements.

   • Save the custom group. (How?)