MicroStrategy ONE

Creating view filters in Grid/Graphs on documents

View filters can help reduce the number of datasets used to build a document that contains multiple Grid/Graphs, when all of the Grid/Graphs could share a single dataset with the use of multiple filters.

For example, a document used as an RS dashboard contains revenue and profit information for different regions. You could create a report with revenue and profit metrics, then create copies of it, applying a different regional filter to each copy. If you have 10 regions, then 10 reports must be created and maintained. Each report must be added to the document as a dataset.

In contrast, view filters allow you to create one report and add it once to the document as a dataset report. Next, add multiple Grid/Graphs using the same dataset. Apply a different view filter, for each region, to the various Grid/Graphs. Now all the Grid/Graphs share a single dataset. This reduces maintenance and execution time, since only one dataset report has to be created and maintained, and only one dataset report has to be executed when the document is viewed.

View filters can filter the Grid/Graph based on metric qualifications as well as attribute qualifications. For example, you can create a view filter that contains these qualifications:

  • Revenue > $5,000,000

  • Profit < $1,000,000

When the view filter is applied to a Grid/Graph containing the Region attribute and the Revenue and Profit metrics, only two regions, Central and South, met the qualifications and are displayed.

For examples of view filters in documents, see the Document Creation Help.

These view filters are local to the document. This means that a view filter does not affect the report results, only the Grid/Graph displayed on the document. A view filter created on a report is ignored in the document, so that all the data from the report is used in the document. For more information, see Using subset reports as datasets. For information on view filters in reports, see View filters.

View filters in documents with multiple datasets

If a document contains multiple datasets, a view filter on a Grid/Graph can include any objects from any of the datasets, regardless of whether the Grid/Graph uses that dataset. For example, a document contains two datasets, Regional Revenue and Regional Profit. A Grid/Graph is displayed for each dataset. Each Grid/Graph displays all eight regions. In MicroStrategy Web, create a view filter on the Regional Revenue Grid/Graph. Filter on the Profit metric greater than $500,000. When the document is executed in MicroStrategy Web or MicroStrategy Developer, Northwest and Southeast are no longer included in the Regional Revenue Grid/Graph, since their profit amounts are below $500,000.

A Grid/Graph can display data from more than one dataset. The view filter on this type of Grid/Graph can also include any objects on the Grid/Graph.

For examples, see the Document Creation Help.

Prerequisites

  • The Edit View Filter option is available only when the document contains a Grid/Graph. For instructions on adding a Grid/Graph, see Displaying reports in documents: Grid/Graphs.

  • If a Grid/Graph is a shortcut, you cannot create a view filter because the Grid/Graph is linked to the original report. If you try to create a new filter, a message appears allowing you to choose whether to remove the shortcut. If you click Convert, the Grid/Graph is converted from a shortcut to a standard Grid/Graph, and any changes made to the original report are no longer passed to the Grid/Graph in the document. For information on what actions are allowed in shortcuts, see Adding Grid/Graphs as shortcuts: Linking Grid/Graphs to reports.

  • If any Grid/Graphs are in edit mode, the Data menu displays Report Editor options, rather than Document Editor options. If red hashed lines appear around a Grid/Graph, you are in edit mode. Press ESC to exit edit mode.

To create a view filter in a Grid/Graph

  1. Open the document in the Document Editor. (How?)

  2. Do one of the following to open the View Filter dialog box:

    • Right-click the Grid/Graph to create a view filter for, and select Edit View Filter. The Grid/Graph is already selected when the View Filter dialog box opens.

    • From the Data menu of the Document Editor, select Edit View Filter. From the drop-down list of all the Grid/Graphs on the document, select the Grid/Graph to apply the view filter to.

  3. Click Click here to start a new qualification to begin to create a new view filter.

  4. Click Field to open a drop-down menu of the attributes and metrics on the Grid/Graph. Select the object on which to qualify.

  5. Select the Operator (such as In list, Where, Greater than, Less than, and so on) from the list.

  6. If you chose In list or Not in list as the Operator, do the following:

    1. Click Select Elements, which opens a list of attribute elements.

    2. Select the elements in the list of Available objects, and click >to add them to the list ofSelected objects.

    3. Click OK to return to the View Filter dialog box.

  7. If you chose Where as the Operator, do the following:

    1. In the Field list, choose whether to compare the ID or Description.

    2. Select the Operator (In list, Exactly, Not like, Contains, Is null, and so on) from the list.

    3. Select either Type a value orSelect a value from theValuelist.

      1. If you click Type a value, type in the value to compare to. Press Enter when you are done.

      2. If you click Select a value, a list of attribute elements is displayed. Select one element and click OK.

  8. If you chose Between or Not between, do the following:

    1. Click Type a value and type the smaller value to compare the metric values to. Press Enter when you are done.

    2. Click Type a value and type the bigger value to compare the metric values to. Press Enter when you are done.

  9. If you chose Is Null or Is Not Null, you do not have to select anything. Continue to step 11 below.

  10. If you chose any other operator, click Type a value and type the value to compare the metric values to. Press Enter when you are done.

  11. To add another qualification to the selected Grid/Graph, click New and return to step 4 above.

    To change the operator that connects qualifications, click the operator and select another from the drop-down list. You cannot change the logical operator from the default AND if all of the following are true:

    • Both qualifications are metric qualifications.

    • The metric qualifications use two different metrics (for example, Revenue in Qualification 1 and Profit in Qualification 2).

    • The metric qualifications are not metric-to-metric qualifications, but instead compare the metrics to numeric values.

  12. To add a view filter to another Grid/Graph, do the following:

    • From the drop-down list of all the Grid/Graphs on the document, select the Grid/Graph to apply the new view filter to.

    • Begin creating the view filter, beginning at step 3 above.

  13. Click OK. The newly created view filter is applied to the Grid/Graph when you view the document as a PDF.

    To view the document as a PDF, click PDF View on the toolbar.

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