Version 2021

Importing filter elements

You can import filter elements into the Filter Editor from sources other than MicroStrategy. The following requirements must be met:

  • The filter is an attribute qualification.

  • The filter is qualified on an attribute form, not elements.

  • The operator must be In list or Not in list.

  • The elements to be imported are stored in an Excel file or a text file which meets the requirements described in Attribute qualification: Import rules.

The import filter elements option adds more flexibility to the Filter Editor by allowing lists of data from pre-existing files to be imported into the filter definition. Existing filter definitions can also be exported to a file.

You can use a prompt to allow you to select the file to import when you run the report.

Importing elements from a text or Microsoft Excel file can be quicker and more efficient than selecting each individual element to be included in the filter. For example, an Excel spreadsheet lists the numerous products on sale this month. You need to review last week's revenue for just these items. Rather than selecting them in the Filter Editor, you can simply import the file. Likewise, you can export existing filter definitions to a file for later reuse in other qualifications.

Prerequisites

To import filter elements

  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.

    • Select any form except Elements from the Qualify On drop-down list.

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

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

  4. Select the Excel file or text file that contains the attribute elements. For the requirements on the format of the files, see Attribute qualification: Import rules.

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

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