Defining output levels for custom group qualifications

Before you begin

This topic assumes a basic understanding of levels, including hierarchies. For more information, see The level of data aggregation.

Output levels are the level of calculation for the custom group qualification. You set output levels for metric qualifications, relationship qualifications, and banding qualifications in custom groups.

• For a metric qualification or a banding qualification, the output level specifies the level at which the metric is calculated for the qualification. For example, if the metric qualification is Sales > 1000, Sales could mean sales per day, month, or year.

• For a relationship qualification, the output level specifies the level at which the set is calculated for the qualification. For example, a report needs to display all the stores selling Nike shoes in the Washington, DC area. Set the output level to Store.

Prerequisite

This procedure assumes you have already created one of these qualifications. For more information, see the following:

• Creating custom group metric qualifications

• Creating custom group relationship qualifications

• Creating custom group banding qualifications

To set the output level for a custom group qualification

1. If the qualification is not already open, double-click the qualification in the Custom Group Definition pane of the Custom Group Editor. (How to open the Custom Group Editor)

2. Access the Level dialog box:

   • For a metric or relationship qualification, click ... (the browse button) in the Output Level area.

   • For a banding qualification, click Level.

   • The Output tab of the Level dialog box opens.

3. In the Available objects list, navigate through the attributes folder tree to find the required attribute(s). Select the

   Instead of an attribute, you can also use an object prompt of attributes. For instructions to create this prompt, as well as a description of it, see Filtering based on metrics, attributes, or other objects: Object prompts.

4. To find an object in the Available objects list, type the first few letters of the object name in the Find box. Click the Filter button to the right of the box. The list displays objects whose names begin with these letters.

   You cannot perform a search using wildcards.

5. Click OK. You are returned to the qualification pane.

6. Click OK to close the qualification pane.

7. Save the custom group. (How?)