Version 2021

About relationship set qualifications

Steps to create a relationship qualification

A relationship set qualification, usually referred to simply as a relationship qualification, creates a link between two attributes and places a filter on that relationship. It allows you to define a set of elements from an attribute based on its relationship with another attribute. For example, relationship filtering allows you to design reports that show you all the stores selling Nike shoes in the Washington, DC area, or all customers who have checking accounts but not savings accounts. A report using a relationship qualification can list all the customers from the same region as a specific customer.

A relationship qualification has the following options:

  • The Output Level enables you to specify the attribute level at which the set can be calculated. For more information on levels in general, see The level of data aggregation.

  • The Filter Qualification filters the relationship between the linked attributes. It contains the attributes to be linked.

  • The Relate Output level and Filter qualification option allows you to specify the relation between the attributes in the output level and the filter qualification.

  • The Also apply this qualification independently of the relationship filter check box (available from the Advanced button) determines whether the Filter Qualification is applied to the report or the relationship qualification.

For example, to create a report that lists all the customers from the same region as a specific customer (Hugh Abarca in this example), set the following:

  • Output Level = Customer Region

  • Filter Qualification = "Customer Region of Hugh Abarca" filter

  • Relate Output Level and Filter Qualification = Use System Default

  • Also apply this qualification independently of the relationship filter = cleared

To create a relationship set qualification

  1. Open the Filtering Options pane of the Filter Editor, if it is not already open. How?

  2. Select Add a Set qualification, and click OK. The Set Qualification pane opens.

  3. Select Relationship from the Type drop-down list.

  4. Set the output level, which is the attribute level at which the set is calculated. How?

  5. In the Filter Qualification area, choose a filter in one of the following ways:

    • Click Browse to use an existing filter. In the Open dialog box, navigate to the folder that contains the filter, select the filter, and click OK.

    • Click Create to build a new filter using the Qualification Editor that is another instance of the Filter Editor.

  6. In the Relate Output level and Filter qualification area, select the logical table to relate by from the Relate By drop-down list. You can select the system default or browse for the desired table.

  7. By default, the filter criteria is applied to the entire report. To apply it only to the relationship qualification itself, follow the steps below. For more information, see Applying qualifications independently of relationship filters.

    • Click Advanced. The Advanced Options dialog box opens.

    • Clear the Also apply this qualification independently of the relationship filter check box.

    • Click OK to return to the Set Qualification pane.

  8. Click OK to close the Set qualification pane.

  9. Do one of the following:

    • Add more qualifications to the filter. Double-click in the Filter definition pane to open the Filtering Options pane again. These can be attribute qualifications or other types of qualifications.

      If you have multiple qualifications, you can change the operator connecting them. To do this, right-click the operator in the Filter definition pane, point to Toggle operator, then select the new operator from the list.

    • Return to Steps to create a filter.

    • Save the filter. How?

Related Topics

For basic information and examples of relationship qualifications, see the Creating a Query chapter of the Basic Reporting Help.

You can create relationship qualifications using either the Set qualification or Advanced qualification option in the Filter Editor. Set qualification provides an interface to guide you through the process, whereas you have to enter commands when you use the Advanced qualification option. For more information on advanced qualifications, see Steps to create a custom expression qualification and Steps to create a joint element list qualification.