MicroStrategy ONE
Creating a stand-alone filter
A filter specifies the conditions that the data must meet to be included in the report results. A filter must contain at least one qualification, which is the actual condition that must be met. Examples of qualifications are "Region = Northeast" and "Revenue > $1 million". For descriptions of the different types of qualifications, see Types of qualifications.
Stand-alone filters, created in the Filter Editor, can be added to reports, metrics, templates, and other filters. You can also create a filter within a report, while you are creating or editing the report. A filter created within a report can only be used in that particular report; it cannot be saved independently of the report and used in a different object. For a more in-depth description of filters, see About filters; for more information about filters created in reports, including examples and instructions, see About filtering data on-the-fly in a report.
To create a stand-alone filter
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Open the Filter Editor. (How?)
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Double-click in the Filter definition pane. The Filtering Options pane opens.
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Create a qualification. The different types of qualifications are described below.
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Add an Attribute qualification filters on an attribute form (such as ID or description) or on elements of the attribute. For further instructions, see Steps to create an attribute qualification.
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Add a Set qualification allows you to build one of the following:
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Metric qualification creates a set of attributes based on the metrics associated with those attributes. For further instructions, see About metric set qualifications.
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Relationship qualification creates a set of attributes based on the relationships between the attributes. For further instructions, see About relationship set qualifications.
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Add a Shortcut to a Report uses an existing report as a filter in another report. For further instructions, see Creating a shortcut-to-a-filter qualification.
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Add a Shortcut to a Filter uses an existing filter as a base to add more conditions to further refine the filter. For further instructions, see Creating a shortcut-to-a-filter qualification.
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Add an Advanced qualification allows you to build one of the following:
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Custom expression allows you to create custom expressions and filter on the result. For further instructions, see Steps to create a custom expression qualification.
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Joint element list allows you to choose attribute elements from different attributes to filter the report result set. For further instructions, see Steps to create a joint element list qualification.
By default, the Advanced Qualification option is not shown. For steps to enable this option, see Steps to activate the advanced qualification option.
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For a comparison of the different types of qualifications, see Types of qualifications.
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To add more qualifications to the filter, repeat steps 2 and 3.
If you have multiple qualifications, you can change the operator between them. To do this, right-click the operator in the Filter definition pane, point to Toggle operator, then select the new operator from the list. For a list of the operators, with links to descriptions and examples of each, see Operators for multiple qualifications.
Save the filter
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When you have added all the necessary qualifications, click Save and Close on the toolbar. The Save Filter As dialog box opens.
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Select the folder in which to save the new filter.
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Enter the name of the new filter and click Save. You are returned to MicroStrategy Developer.
When naming a MicroStrategy object, you must follow the naming convention rules for your particular database platform. Using a word that is reserved by your database platform may result in an error. Refer to your database documentation for a list of these database-reserved words.