MicroStrategy ONE

Creating custom group relationship qualifications

A relationship set qualification allows you to create a link between two attributes and place a filter on that relationship. It allows you to create a set of elements from an attribute based on its relationship with another attribute. For example, relationship filtering allows you to create a custom group element that displays all the stores selling Nike shoes in the Washington, DC area, or all customers who have checking accounts but not saving accounts.

A relationship qualification has the following options:

For example, to create the element that shows all the stores selling Nike shoes in the Washington, DC area, you need to set the Output Level to Store, the Filter Qualification to the "Nike shoes in DC" filter, and the Relate Output Level and Filter Qualification to the fact Sales.

You can create relationship qualifications using either the Set qualification or Advanced qualification option in the Custom Group Editor. Set qualification provides an interface to guide you through the process, whereas you have to enter commands in Advanced qualification. For more information on the Advanced qualification option, see Custom group advanced qualifications.

Relationship qualifications in custom groups are the same as relationship qualifications in filters.

For more information and examples of relationship qualifications, see the Basic Reporting Help.

To create a custom group relationship qualification

  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 a Set qualification, and click OK. The Set Qualification pane opens.

  5. Select Relationship from the Type drop-down list.

  6. Set the output level, which is the level at which the set is calculated for the qualification. (How?)

  7. Choose a filter in one of the following ways:

    • Click Browse to use an existing filter. In the Open dialog box, navigate to the folder that contains the filter, select the filter, and click OK.

    • Click Create to build a new filter using the Qualification Editor that is another instance of the Filter Editor.

  8. In the Relate Output level and Filter qualification area, select the logical table to relate by from the Relate By drop-down list. You can select the system default or browse for the desired table.

  9. By default, the filter criteria is applied to the entire report. To apply it to the relationship qualification itself, follow the steps below. For more information, see Applying qualifications independently of relationship filters in custom groups.

    • Click Advanced. The Advanced Options dialog box opens.

    • Clear the Also apply this qualification independently of the relationship filter check box.

    • Click OK to return to the Set Qualification pane.

  10. Click OK to close the Set Qualification pane.

  11. 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?)

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