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Using calculations to create derived elements

When viewing a report you can combine attribute elements into a single set of aggregated data using calculations. This combined set of attribute elements is called a Calculation derived element. This derived element enables you to view and analyze the attribute elements' data as a single, distinct group by utilizing various calculation functions and operators. For information on Calculation derived elements, see Calculation derived elements.

The steps below show you how to create a Calculation derived element on a report.

Prerequisites

  • The report on which you create the derived element is connected to an active Intelligent Cube, or the Report Services document with a Grid/Graph included in one of the document sections, on which you create the derived element.

  • You need the Define Derived Elements (MicroStrategy Developer) and/or the Web Define Derived Elements (Web) privileges. These privileges are part of OLAP Services.

To create a Calculation derived element

While this procedure creates only Calculation derived elements, you can create any combination of Group, Filter, and Calculation derived elements on a report or Grid/Graph.

  1. Log in to a project in MicroStrategy Developer.

  2. Open the report or Grid/Graph:

    • To access the Derived Elements Editor for a report connected to an Intelligent Cube, open the report and run it in Grid View or Grid and Graph View. Right-click the attribute to create or modify derived elements for, and click Derived Elements. The Derived Elements Editor opens.

    • To access the Derived Elements Editor for a Grid/Graph in a Report Services document, expand the document section that contains the Grid/Graph. Double-click the Grid/Graph to edit it. Right-click the attribute to create or modify derived elements for, and click Derived Elements. The Derived Elements Editor opens.

  3. To create a new Calculation derived element, from the New drop-down list, select Calculation.

    Two new derived elements are created, a blank Calculation derived element and an All Other derived element. The All Other derived element is a collection of all attribute elements that are not included in any of the other derived elements for the attribute. For a further explanation of the All Other derived element, see All Other.

  4. Select the new Calculation derived element. This displays the available attribute elements in the Definition tab.

  5. From the left pane, select attribute elements to include in the calculation expression, and add them to the expression area on the right. You can also use the toolbar above the expression to include operators and functions, as well as validate or clear the expression.

  6. To rename the Calculation derived element, from the Change group drop-down list, select Rename Group. Type a name for the Calculation derived element.

  7. From the Property tab, you can make various modifications to the new derived element such as:

  8. From the Change Group drop-down list, you can format derived element headers and values. For information on these formatting techniques, see Formatting derived elements.

  9. You can change the order in which the derived elements are displayed on the report using the up ( ) and down ( ) arrows.

  10. You can save your derived element for the report or Grid/Graph, or save the derived element as a stand-alone object that can be used by multiple reports and Grid/Graphs:

    • To save the derived element for the report or Grid/Graph, click OK. The Derived Elements Editor closes and you are returned to the report or document.

    • To save the derived element as a stand-alone object that can be shared by multiple reports and Grid/Graphs, click Save Groups. Choose a location to save the derived element to, type a name, and click Save. Click OK. The Derived Elements Editor closes and you are returned to the report or document.

    • Stand-alone derived elements can only be modified by editing the stand-alone object; you cannot modify them from within reports or Grid/Graphs. For more information on stand-alone derived elements, see Creating and using stand-alone derived elements.

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