Strategy One

Create Scope Filters

Starting in Strategy One (December 2025), scope filters are available out-of-the-box to reduce dataset size for performance improvements and to further customize your data. You can easily migrate scope filters and their related folders between environments.

Starting in Strategy One (September 2025), you can create scope filters that apply to attributes and metrics within designated folders. When you use these attributes and metrics in dashboards and reports, the scope filter automatically reduces the dataset size for performance improvements. You can also customize filter conditions from the dashboard or report editor for more flexibility to tailor your data to meet your business needs.

Prerequisites

Privileges

To create and edit scope filters, you must have the Create and edit Scope Filters privilege.

To grant and revoke scope filter, you must have the Assign Scope Filters.

Prerequisites Prior to Strategy One (December 2025)

If you are using a version prior to Strategy One (December 2025), you must enable the feature flag, preview features, and the new dashboard editor.

Enable the Feature Flag

  1. Connect to the REST API Explorer by appending visibility=all in your browser.

  2. Login to Library using POST /api/auth/login under Authentication.

  3. Click Try Out and modify the request body by providing your username and password.

    Ensure the user has the Create Configuration Object privilege.

  4. Click Execute.

  5. In the response, find X-MSTR-AuthToken.

  6. To get the current setting status:

    1. Under the Configurations section, look up GET /api/v2/configurations/featureFlags.

    2. Click Try Out.

    3. Set the proper X-MSTR-AuthToken from step 5.

    4. Click Execute.

    5. Search for Enable Scope Filter in the response body to find its status details and note the feature ID.

  7. Under the Configurations section, look up PUT /api/configurations/featureFlags/{id}.

  8. Click Try Out.

  9. Set the proper X-MSTR-AuthToken from step 5 and set the ID you noted above.

  10. To enable the setting, set the status value to 1 or to disable the setting, set the status value to 2.

  11. Click Execute.

Enable Preview Features and New Dashboard Editor

  1. Open the Workstation window.

  2. Log in to your environment.

  3. Click Help and enable Preview Feature and Enable New Dashboard Editor.

Create a Scope Filter

  1. Open the Workstation window.

  2. Log in to your environment.

  3. Click File and choose New Scope Filter.

    The New Scope Filter dialog displays.

  4. Type a Name.

  5. Expand the drop-down list next to User Control and choose an access option.

  6. In Object Browser, click and drag an attribute you want to use in the filter to the Condition panel.

    1. Expand the Qualify On drop-down list and choose an attribute form to filter on.

    2. Expand the Operator drop-down list and choose a comparison operator.

    3. Enter any additional values depending on your selections.

  7. Repeat steps 6 to add additional conditions, as needed.

    All conditions will be combined using AND logic.

  8. Click Done.

  9. In Apply To, select the check box next to the folders you want to apply the filter to.

  10. Click Save.

  11. Starting in Strategy One (December 2025), a Scope Filters system folder is automatically created under <Project>/Public Objects/. You can use it to store all scope filters or save your scope filters to any folder you have access to.

Manage Scope Filters

  1. Open the Workstation window.

  2. Log in to your environment.

  3. In the left Navigation, click Objects.

  4. Right-click a scope filter and choose an action.

Use Scope Filters in Reports and Dashboards

Note the following when using scope filters in reports and dashboards.

  • If you create a scope filter for a folder that contains attribute and metrics, the scope filter automatically applies when you add those attributes or metrics to a report.

  • In the report or dashboard editor, attributes with a scope filter are indicated by a Filter icon .

  • In Library consumption, scope filters display in the Filter Data panel and Scope Filters summary.

    In dashboards, scope filters display with other filters in the filter summary.

  • If a dashboard uses a report or live intelligent cubes as a dataset and the dataset contains those attributes or metrics, the scope filter automatically applies to the dashboard.

    There may be different results when using different types of datasets in a dashboard.

Migrate Scope Filters

  1. Open the Workstation window.

  2. Log in to your environment.

  3. In the Navigation pane, click , next to Migrations. The Object package Type is selected by default.

    You can also multi-select objects anywhere within the Workstation window, right-click, and choose New Migration Package.

  4. In the bottom left corner, click Add Objects and add one or more scope filters.

  5. Right-click a scope filter and click Add Dependencies.

  6. By default, folders are selected with other object types, click OK.

    Attributes and functions used in the scope filter and associated folders are added to the package.

  7. Right-click a folder and click Import Objects.

  8. Optionally expand the Action drop-down list next to each object and choose a new action.

  9. Click Create.

    If the scope filter's action is set to Replace, the scope filter will apply to the folder in the target environment after migration.