Steps to import elements in custom group qualifications

Importing elements allows lists of data from existing files to be imported into the custom group qualification. You can import element values into the Custom Group Editor from sources other than MicroStrategy, if you choose the attribute qualifying operator as In list or Not in list.

For more information and examples of imported filter elements, see the Advanced Filters chapter of the Advanced Reporting Help.

Prerequisites

• To import element values into a qualification, the values should be stored in an Excel file or a text file. For details on rules for formatting the files, see Attribute Qualification: Import/ Export rules.

• This sub-procedure assumes that you have already begun creating an attribute qualification for a custom group. If you have not, see To create a custom group attribute qualification.

To import elements in custom group qualifications

1. In the Attribute Qualification pane, select an attribute in one of the following ways:

   • Type the name of the attribute in the Attribute box and click OK.

   • Click ... (the browse button) to select an attribute from the Attributes folder. Click OK.

   • Drag the attribute from the Object Browser into the Attribute box.

2. Select any form except Elements from the Qualification drop-down list.

3. Select In list or Not in list from the Operator drop-down list.

4. Click Import to import the elements. The Import Elements from File dialog box opens.

5. Select the Excel file or text file that contains the elements.

6. Finish creating the attribute qualification, beginning at this step.