Version 2021

Creating or modifying a report limit

The Report Editor allows you to set limits on any metric that you want to apply to a report. Report limit criteria for this purpose include value (for example, include only items greater than a specified value for the metric applied), rank (for example, include only the top ten items on a list), or percent (for example, include only those items whose value is in the top ten percent of the metric applied).

You can modify the report limit values to change the report results returned. For example, you can change the value, in the example above, to include items less than a specified value, thus changing the resulting report.

To create or modify a report limit

  1. Open the report in either the Report Editor or Report Viewer.

  2. If the report does not contain a metric, use the Object Browser to add a metric to the Template definition area of the report.

  3. From the Data menu, choose ReportDataOptions. The Report Data Options dialog box opens.

  4. Under Categories, expand Calculations and then select Report Limit. Calculations – Report Limit appears on the right-hand side of the dialog box.

  5. Click Modify. The Report Limit Editor opens.

  6. Double-click in the Limit Definition area of the editor. The Report Limit Qualification dialog box opens.

  7. To add a metric to the Metric box, do one of the following:

    • In the Metric box, type in the desired metric name and click OK.

    • Click ... (the browse button) to browse for the metric in the Open dialog box. Locate and select the metric and click OK.

    • In the Object Browser, drag and drop the metric into the Metric box.

    Derived metrics cannot be used in a report limit. A report limit is a SQL engine function and therefore can only use a metric that exists in the project. A derived metric, which is created within the report, exists only in the report. To use the derived metric, re-create it as a regular metric, using the Metric Editor.

  8. In the Function box, select MetricValue, Rank, or Percent.

  9. From the Operator box, select an operator.

  10. From the Value box, select Value, SimplePrompt, Metric, or Custom. Enter an expression or value in the box, or complete the simple prompt definition.

  11. If the Function is Rank or Percent, you can set the break by function. The break by function is the attribute level at which to restart counting rank or percent values for the metric. (How?)

  12. Click OK. You are returned to the Report Limit Editor.

  13. Click Save and Close. You are returned to the Report Data Options dialog box.

  14. Click OK. You are returned to the Report Editor.

  15. Save the report. (How?)

When naming a MicroStrategy object, you must follow the naming convention rules for your particular database platform. Using a word reserved by your database platform may result in an error. Refer to your database documentation for a list of these database-reserved words.

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