Metric Set Qualification

A metric set qualification lets you define the attributes to be used in a filter by restricting the attributes in the set based on the value, rank, or rank percentage of a metric associated with the attributes. For example, a store manager wants to see sales numbers for products whose current inventory count falls below a certain level. A metric set qualification lets the manager restrict data based on a set of attributes, in this case certain products, based on a metric value, rank, or rank percentage, in this case, inventory count below a certain level.

The resulting report displays the sales data for only those products with inventory counts below the threshold value. This report does not necessarily display the inventory figures for those products.

Filters and metric calculations: Output, Break By, and rank

A metric set qualification is additionally defined by an output level and a break by setting. The output level specifies the level at which the metric is calculated, and the break by setting allows you to choose the level at which to restart counting rank or percent values for a metric. For more information and examples on output level and break by, see the Advanced Reporting Guide.

You can also designate a level at which to stop counting rank or percent values for a metric and then restart the count. See the Advanced Reporting Guide for details and an example to use the BreakBy property in a metric set qualification.

Creating a filter based on metric value or rank

Use the following steps to create a simple metric set qualification. For more details on any of the options, click Help.

To filter data based on a metric value, rank, or rank percentage

1. In MicroStrategy Web, on the Home page, click New Filter. The New Filter page opens.
2. In the pane on the left, navigate to the metric on which you want to filter data. Alternatively, type the name of the metric in the Find field.
3. Right-click the metric and select Add to Filter. You can also drag and drop the metric to the right pane.

The right pane displays fields similar to the image below:

4. From the first drop-down menu, select an operator that describes how you want to filter data, such as Equal To or Less Than.
5. In the field on the right, type a metric value to use for the metric qualification. This is the value against which the metric calculation will be compared.
6. Depending on the operator you selected from the previous drop-down menu, you may need to type multiple values. For example, the operator Between requires two values.
7. Click the Apply icon to create your filtering condition.
8. Click Save As. The Save As dialog box opens.
9. Navigate to the folder where you want to save the filter. Enter a Name and Description for the filter, and click OK. Your new filter is saved.