MicroStrategy ONE

Creating a shortcut-to-a-filter qualification

In a filter, a shortcut-to-a-filter qualification uses an existing filter, either as is or with additional conditions, on a report. Adding more conditions lets you reuse a base filter in different reports.

For example, a filter contains qualifications for Region = Northeast and Year = 2026. You need an additional qualification for Month of Year = December. If you add the qualification to the filter, reports that use it will only return data for December 2026 and the Northeast region. You can create a new filter with the three qualifications, or you can save yourself a step by using a shortcut to the existing filter and adding Month of Year qualification.

This type of qualification is also referred to as a filter qualification or a stand-alone filter.

You can also create a filter object prompt and use it in a report. For more information refer to Filter object prompts (shortcut to a filter).

To create a shortcut-to-a-filter

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

  2. Select Add a Shortcut to a Filter and click OK. The Shortcut to a Filter pane opens.

  3. To select the filter, do one of the following:

    • Type the name of the filter in the Filter box.

    • Click ... (the browse button) to search for the filter. In the Open dialog box, navigate to the folder that contains the filter, select the filter, and click OK.

    • Drag a filter from the Object Browser into the Filter box.

  4. By default, any existing attribute qualifications are merged into the calculation of the shortcut-to-filter qualification. To change this, follow the steps below. For more information, see Merging attribute and metric qualifications.

    • Click Advanced. The Advanced Options dialog box opens.

    • Clear the When resolving this qualification in a report, other qualifications will be taken into consideration and merged check box.

    • Click OK to return to the Shortcut to a Filter pane.

  5. Click OK to close the Shortcut to a Filter pane.

  6. 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 other shortcut-to-a-filter qualifications or any other type 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?

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