Pre-filtering MicroStrategy data

When sourcing data from MicroStrategy for Metrics, Reports, External Reports, Dimensions and Datasets, you can pre-filter your data before fetching it. This function allows to focus on the slice of data that you really need and exclude those values that are currently irrelevant for you and your research.

PREREQUISITES:

Establish Connectivity to MicroStrategy

How to find Filter names in MicroStrategy?

Data displayed in MicroStrategy Viewers can be filtered by different criteria. Filters in MicroStrategy are built from Attributes. On the example above, they are displayed as Report Objects on the left of the Report Viewer.

To find Filter names in MicroStrategy you can:

  1. Check available Attributes
  2. Use View Filter grid > [+Add Condition] to open a list of available Filter values.

To view all Filters and Filter values at once, set PAGE-BY option to display Total (ALL values).

1. Define a Source Object for Data Collection

Start by creating an element. Once you get to the process of Data Collection, define the following:

  1. Data Source: This is an entity that connects MicroStrategy and Metric Insights. For more information, see: Establish Connectivity to MicroStrategy
  2. Data Collection Trigger: select the Trigger that is going to initiate updating information in this Metric.
  3. Report: Click Select Report to open the pop-up with the list of available MicroStrategy objects that can be a source of data.
  4. Each item in the list is represented as the path (hierarchy) to the respective Report in MicroStrategy. Find the desired object in the list.
  5. If you do not see the required item, try refreshing the list by clicking the Refresh icon at the upper right corner of the pop-up.

2. Adding MicroStrategy Filters to Metric Insights

When creating a Metric / Report / External Report fetched from MicroStrategy, after you define the Report that should serve as a Data Source, you may pre-filter information that is going to be fetched.

To pre-filter the data, click [+Microstrategy Filter]. The following pop-up will give you 3 options to add Filters.

NOTE: Examples given below are taken from the MicroStrategy Report shown at the top of the page.

Once filters are added to an element built against a Source Object, they become available for all new Datasets (or elements) created from the same Object.

2.1 Enter manually

  1. MicroStrategy Filter Name: Define the name of the filter from MicroStrategy (The name of the Filter must exactly match the column names of the MicroStrategy Report. Filter names are case sensitive. Unless the match is exact, the Filter will not work).
  2. Filter Values: Choose 'Enter Manually' and click Save at the bottom of the pop-up.
  3. Click [+ Add Value] and in the opened pop-up manually type in the name of the filter value. Save your entry. All added values appear in the Values list.
  4. Save your entries.

2.2 Using dimension values

If you have already used MicroStrategy filters to create Dimensions in Metric Insights, you can quickly choose which Dimension Values you want to use for pre-filtering:

  1. MicroStrategy Filter Name: Define the name of the filter from MicroStrategy.
  2. Filter Values: choose 'Map to Dimension Values'.
  3. Dimension: select a corresponding Dimension from the drop-down list and all its Values are going to be loaded to the Values list automatically.
  4. Save your entry.

NOTE: Dimensions used here must have Values that exactly match the Filter Values in MicroStrategy (if the Values do not match, the Filter will not work)

To source Dimension Values from MicroStrategy, see Create a Dimension with values automatically fetched from MicroStrategy

2.3 Using Date

  1. MicroStrategy Filter Name: Define the name of the filter from MicroStrategy (The name of the Filter must exactly match the column names of the MicroStrategy Report. Filter names are case sensitive. Unless the match is exact, the Filter will not work).
  2. Filter Values: Choose 'Date'
  3. Select the Date Format used in your MicroStrategy Report
  4. Save your entries

3. How do I add filters to a results set from MicroStrategy?

  1. Click the Pencil icon in the filter row to add it.
  2. When the filter is added, you can use it for "All Values", "Only Selected Values" or ignore it.

4. Deleting Filters

To delete some of the added filters: (1) click the Filter icon in the Report field and (2) choose the unnecessary filters. Click the Trashcan icon in the corresponding row.