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Removing related report filter elements

The Remove related report filter elements setting influences the interaction between the filter of a report and the filter of a conditional metric. Related elements are those elements belonging to any attribute having a parent-child relationship with the attribute on which you are placing conditions. When the option is selected, if the report filter contains a qualification based on an attribute related to an attribute in the metric filter qualification, the metric filter qualification takes precedence. This is the default setting.

For example, a report contains a Revenue metric and the Category attribute. The metric filter is set to the New York Call Center only and the report filter to all southern regions (South, Southeast, and Southwest).

Report with Category and New York Revenue metric

Since Call Center and Region are related because they belong to the same hierarchy, the Remove related report filter elements setting is employed. The metric filter overwrites the report filter, so only New York revenue is included in the report. This setting allows you to ensure that the metric always calculates for the New York Call Center, regardless of whether other related elements are included in the report filter.

If the check box is cleared, the results are the intersection of the filters. In this case, New York and Southern regions exclude each other, so the combined filter is empty. The report returns no data. Clearing the option allows the metric filter to intersect with the report filter. The report filter itself is not changed; the setting determines the filter interaction only for the conditional metric. For example, add the Revenue metric to the previous report and see the results below.

Report with Category and New York Revenue metric

Note that the Revenue metric does not have conditions or levels. It uses the report filter and therefore calculates revenue by category for all the southern regions.

If you select the Remove related report filter elements option, a minus (-) symbol is added after the symbol for the embedding method in the metric formula. If you clear the Remove related report filter elements option, a plus (+) symbol is added after the symbol for the embedding method in the metric formula. For information on the embedding method symbols, see Changing the embedding method of conditional metrics.

The order in which the report filter and metric filter are applied is set in the other advanced option for conditional metrics, the embedding method. These two options work together to affect the final results, as described in Combining the embedding method and remove related elements settings.

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