Set Dialog Box

You can select options to define a set qualification using the Create a Set dialog box. For steps to create a set qualification for a report, see Introduction to View Filter Editor for Report Services Documents. For steps to create a set qualification for a dashboard, see For detailed information on the options available for set qualifications, including examples and images, see the Advanced Reporting Help.

The following options are available:

• Select attributes to create the set: Select the checkbox next to the name of each attribute to include in the set qualification. The attributes that you select define the output level at which the qualification is calculated. For example, if a metric set qualification is Sales > 1000, Sales could mean sales per day, month, category, or region.

• Related by: You can determine how the attributes in the output level of the qualification relate to the filter qualifications that the relationship set qualification is based on. (Available for relationship set qualifications.) Do one of the following:

  • To define a specific logical table that establishes the relationship, from the drop-down, select the metric that belongs to the table.
  • To have MicroStrategy determine how to relate the output level and the filter qualifications, select System Default (default).

• Apply this qualification independently of the relationship filter: Determine whether to apply the conditions that you created the relationship set qualification based on to the grid or graph that it filters. (Available for relationship set qualifications.)

  For example, a grid must list customers from the same region as a specific customer, Hugh Abarca. To achieve this, you create a relationship set qualification based on the qualification Customer = Hugh Abarca. If you select this option, the qualification is applied to the grid as well as the relationship set qualification, and only Hugh Abarca is displayed in the grid. If you clear this option, the qualification is used only in the context of the filter, and the grid displays all customers in the selected customer region, not just Abarca.

  • To apply the filter qualification to both the relationship set qualification and the grid or graph, select the Apply this qualification independently of the relationship filter checkbox.
  • To apply the filter qualification only to the relationship set qualification and not to the grid or graph, clear the Apply this qualification independently of the relationship filter checkbox (default).

Related Topics

Introduction to View Filter Editor for Report Services Documents