MicroStrategy ONE

Filtering data based on business attributes

Using a view filter based on business attributes, you can view a subset of report data that focuses on the business data you are interested in. Narrowing the focus of a report to the business data that is of interest of you enables another level of report analysis that can highlight business trends and figures.

For example, the TOP 5 Materials by Net Sales Amount and Quarter report from the Sales and Distribution Analysis Module in the MicroStrategy Analytics Modules is used for this example. The year 2027 has been selected to answer the prompt on year. The report is shown below.

The report identifies, for each quarter, the top five materials by net sales order amount.

Once you review the top 5 materials for each quarter in 2027, you decide to focus on the UC

The report shown above focuses on the UC

The steps below show you how to create a view filter with an attribute qualification, as well as how to create the example scenario above.

Prerequisites

  • You need the Use View Filter Editor (MicroStrategy Developer) and/or the Web Use View Filter Editor (MicroStrategy Web) privileges. These privileges are part of OLAP Services.

To create a view filter with an attribute qualification

  1. In MicroStrategy Developer, log in to a project.

    For the example scenario, log in to the Sales and Distribution Analysis Module project in the MicroStrategy BIDK.

  2. Run the report in Grid View.

    For the example scenario, browse to and run the TOP 5 Materials by Net Sales Amount and Quarter report. Select the 2027 attribute element to answer the prompt.

  3. If the View Filter area is not displayed, from the View menu, select View Filter.

  4. In the View Filter area, click Click here to start a new qualification.

  5. Click Field, and then select an attribute.

    For the example scenario, select Material.

  6. Click Operator, and then select one of the following operators to create a filter qualification (for the example scenario, select In list):

    • In list: Restricts attribute data to the list of attribute elements you select. Click Value, and then select the attribute elements to restrict attribute data to.

      For the example scenario, select UC and UC.

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

    • Where: Restricts attribute data based on a filter qualification of an attribute form. For information on how to define this type of filter qualification for a view filter, see Filtering with attribute form qualifications.

  7. Click OK to complete the view filter qualification.

  8. If the Auto-Apply Changes check box is cleared, click Apply to apply the view filter to the report.

The report is updated. The report data is restricted as defined by the view filter. If you define multiple view filter qualifications at the same output level, you can modify the logical operator used to join the qualifications, as described in Joining view filter qualifications with operators. For information on the output level of view filter qualifications, see Evaluating qualifications at the report or grid level.