MicroStrategy ONE

Creating percent-to-total shortcut metrics

Before you begin

  • You must have the MicroStrategy OLAP Services product to create shortcut metrics. If you would like to evaluate OLAP Services, contact your MicroStrategy Account Executive or e-mail MicroStrategy directly at info@microstrategy.com.

  • This topic assumes an understanding of levels. For an overview, see The level of data aggregation.

Shortcut metrics are a quick way to add new metrics based on the existing metrics of a report. Percent-to-total shortcut metrics display the percent in relation to a selected total of each item affected by the metric. Use a percent-to-total shortcut metric to show cell-level values as percents:

  • Of a total calculated by row, column, or page

  • Of a grand total calculated across the entire report

  • Of a total calculated for each value of the selected report object

The following rules apply to percent-to-total shortcut metrics:

  • Row and column percent-to-totals refer to the topmost and extreme-left positions, respectively.

  • Page percent-to-totals affect all attributes on a page.

  • Percent to All -> A1, where A1 is an attribute, indicates that the calculation is performed across all elements of that attribute. An example is percent to all stores.

  • If a report does not contain attributes at a given percent-to-total level, the level is unavailable for that report.

  • In some cases, two or more percent-to-total calculations at different logical levels yield the same result. For example, page percent-to-total data can be the same as grand total percent-to-total data in a single-page report.

  • The level of a percent-to-total shortcut metric remains constant once the metric has been calculated; subsequent manipulation does not affect it.

Prerequisite

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

  • You must have the MicroStrategy OLAP Services product to create shortcut metrics. If you would like to evaluate OLAP Services, contact your MicroStrategy Account Executive or e-mail MicroStrategy directly at info@microstrategy.com.

To create a percent-to-total shortcut metric

  1. Open a report in the Report Editor or the Report Viewer.

    How do I open a report in the Report Editor?
    How do I open a report in the Report Viewer?

  2. Right-click the column(s) or

  3. Select the portions of the report for which percent-to-total data is to be displayed. Options are:

    • Over Rows: Displays values in each row of the report as percents of an attribute row total. Row percent-to-totals refer to the attribute in the extreme-left position. This option is best suited for reports that display attributes in the rows and metrics in the columns.

    • Over Columns: Displays values in each column as percents of an attribute column total. Column percent-to-totals refer to the attribute in the topmost position. This option is best suited for reports that display attributes in the columns and metrics in the rows.

    • Page Total: Displays all values on a page as percents of that page's total. This option is available only on reports that include an object in the Page-by.

    • Grand Total: Displays all values in a report as percents of the grand total for that report.

    • Total: Displays all values pertaining to a given report component (an attribute, for example) as percents of the total accumulated for that component.

The report is refreshed showing an additional column that contains the ranking for the components selected.

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