Creating Metrics by Combining Metrics, Filters, and Transformations

Rather than using the Metric Editor to apply a filter or transformation to a single metric, you can use the Advanced Metric Assistant to combine multiple metrics with multiple filters or transformations. This can help reduce the time required to create the metrics for a project.

You can also create multiple metrics at the same time by using a Command Manager script. Command Manager is a MicroStrategy tool designed to automate certain tasks and processes. For more information about Command Manager, including steps to use scripts, see the Command Manager chapter of the System Administration Help.

The Advanced Metric Assistant allows you to combine simple metrics with filters or transformations to create metrics with additional analytical capabilities. Combining metrics with filters allows you to apply conditionality to your metrics (see Conditional Metrics), while combining metrics with transformations allows you to compare values at different times (see Transformation Metrics: Time-Based and Other Comparisons).

Using the Advanced Metric Assistant, you can combine simple metrics with filters, transformations, or both to create metrics with additional analytical capabilities. The steps below show you how to use the Advanced Metric Assistant to combine simple metrics with filters, transformations, or both.

To Combine Metrics with Filters, Transformations, or Both

1. In MicroStrategy Developer, log in to a project.
2. Choose Tools > Advanced Metric Assistant.

   You can also access the Advanced Metric Assistant by first selecting metrics. Select a metric or metrics to combine with filters to create conditional metrics. Right-click your selection, point to Create AdvancedMetrics, and select Add Filter or Add Transformation.

To Select Metrics

1. From the Metrics tab, use the arrows to add or remove metrics to combine with filters or transformations to create new metrics.

To Select Filters

1. If the Filter tab is not shown, choose Options > Show Filters.

   To hide the Filter tab, choose Options > Hide Filters.

2. From the Filters tab, use the arrows to add or remove filters to use to create conditional metrics.

To Select Transformations

1. If the Transformation tab is not shown, choose Options > Show Transformations.

   To hide the Transformation tab, choose Options > Hide Transformations.

2. From the Transformations tab, use the arrows to add or remove transformations to use to create transformation metrics.

To Select the Metric Combinations to Create

1. Specify the types of metric combinations created, as described below:

   Metrics are always created to combine each metric with all filter and transformation combinations. These metrics include both a filter and a transformation.

• Select the Include no filter check box to create metrics that only combine metrics with transformations.

• Select the Include no transformation check box to create metrics that only combine metrics with filters.

  To review the metrics you are about to create by selecting or clearing the options above, click Next to open the Run page. You can then click Back to make any required changes.

To Create Metrics

1. Click Next when you finish selecting metrics, filters, and transformations.
2. Click Run to create the metrics listed.
3. The metrics are created in the location specified.

   If a metric cannot be created, you can double-click the metric to view a message describing why the metric creation failed.

4. Click Exit.

Once the metrics are created, you can use them on reports and documents. You can also modify the metrics using the Metric Editor. For Help documentation on using the Metric Editor, with the Metric Editor open, press F1.