Filtering attribute elements to create derived elements

While viewing a report, you can combine attribute elements into a single group of aggregated data using filter qualifications. This group of attribute elements is called a Filter derived element. This derived element enables you to view and analyze the attribute elements' data as a single distinct group by utilizing various filter qualifications. For information on Group derived elements, see Filter derived elements.

The steps below show you how to create a Filter derived element on a report.

Prerequisites

• The report on which you create the derived element is connected to an active Intelligent Cube, or the Report Services document with a Grid/Graph included in one of the document sections, on which you create the derived element.

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

To create a Filter derived element

While this procedure creates only Filter derived elements, you can create any combination of Group, Filter, and Calculation derived elements on a report or Grid/Graph.

1. Log in to a project in MicroStrategy Developer.

   • To access the Derived Elements Editor in reports and Grid/Graphs

2. Open the report or Grid/Graph:

   • To access the Derived Elements Editor for a report connected to an Intelligent Cube, open the report and run it in Grid View or Grid and Graph View. Right-click the attribute to create or modify derived elements for, and click Derived Elements. The Derived Elements Editor opens.

   • To access the Derived Elements Editor for a Grid/Graph in a Report Services document, expand the document section that contains the Grid/Graph. Double-click the Grid/Graph to edit it. Right-click the attribute to create or modify derived elements for, and click Derived Elements. The Derived Elements Editor opens.

   • To create a Filter derived element

3. To create a new Filter derived element, from the File drop-down list, point to Newand then select Filter.
   
   Two new derived elements are created, a blank Filter derived element and an All Other derived element. The All Other derived element is a collection of all attribute elements that are not included in any of the other derived elements for the attribute. For further explanation of the All Other group, see All Other.

4. Select the new Filter derived element.

5. From the Definition tab, click Click here to start a new qualification.

6. Click Field, and then select an attribute.

7. Click Operator, and then select one of the following operators to create a filter qualification:

   • In list: Returns attribute data for the list of attribute elements you select. Click Value, and then select the attribute elements to return data for.

   • Not in List: Returns attribute data for the list of attribute elements that are not in the list of attribute elements you select. Click Value, and then select the attribute elements to exclude data for.

   • Where: Returns attribute data based on a filter qualification of an attribute form. Proceed to the next step to select an attribute form and complete the filter qualification.

8. For filter qualifications that use the operator Where, new Field, Operator, and Value fields appear. Follow the steps below to complete the filter qualification:

   1. Click Field, and then select an attribute form.

   2. Click Operator, and then select the operator for the filter qualification on the attribute form.

   3. Click Value, and use one of the options to enter in the required value.

9. To rename the derived element group, from the Change Group drop-down list, select Rename Group. Type a name for the Filter derived element.

   • To make derived element modifications

10. From the Property tab, you can make various modifications to the new derived element such as:

    • Applying derived elements to subtotals

    • Displaying derived elements or their attribute elements

    • Displaying derived elements and their attribute elements simultaneously

11. From the Change Group drop-down list, you can format derived element headers and values. For information on these formatting techniques, see Formatting derived elements.

12. You can change the order in which the derived elements are displayed on the report using the up () and down () arrows.

    • To complete derived element creation

13. You can save your derived element for the report or Grid/Graph, or save the derived element as a stand-alone object that can be used by multiple reports and Grid/Graphs:

    • To save the derived element for the report or Grid/Graph, click OK. The Derived Elements Editor closes and you are returned to the report or document.

    • To save the derived element as a stand-alone object that can be used by multiple reports and Grid/Graphs, click Save Groups. Choose a location to save the derived element to, type a name, and click Save. Click OK. The Derived Elements Editor closes and you are returned to the report or document.
      
      Stand-alone derived elements can only be modified by editing the stand-alone object, you cannot modify them from within reports or Grid/Graphs. For information stand-alone derived elements, see Creating and using stand-alone derived elements.

Related Topics

• Creating Derived Elements

• Filter derived elements