Pre-Filtering MicroStrategy Data (Dataset example)

When sourcing data from MicroStrategy for Metrics, Reports, External Reports, Dimensions, and Datasets, you can pre-filter 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 the research.

PREREQUISITES:

Expand or collapse content Finding 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 below, they are displayed as Report Objects on the left of the Report Viewer.

To find Filter names in MicroStrategy:

  1. Check available Attributes;
  2. Or 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).

Expand or collapse content Supported MSTR Prompt Types

Aside from regular Filters, the Plugin also supports Prompts as External Filters for Report, Dossiers, and Documents.

Supported Prompt types are:

  • Element;
  • Constant;
  • Expression;
  • Object.

1. Manage Filters

1.1. Add MicroStrategy Filters to Metric Insights

Once filters are added to a Metric/Dataset or External Report for the first time, they are going to be automatically added to all new respective Elements with the same Data Source/Report.

NOTE:

  • External filters are tied to MicroStrategy Reports, not Metric Insights' Elements. This allows Filters to be reused for multiple Elements (without creating new Filters every time an Element is created in Metric Insights).
  • If there are more External Filters or Filter Values that you would like to use for the current Element, you can always set the redundant ones to "ignore".

When creating a Metric, Report or External Report 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.

  1. Retrieve Filter Names from MicroStrategy: If this toggle switch is activated, the system will auto-collect all available MicroStrategy filters.
  2. [+Add External Filter] to choose one of the five options for adding filters individually. Sections below provide information on how to do this.

NOTE: MicroStrategy Filter Name must exactly match the column name of the MicroStrategy Report. Filter names are case sensitive. Unless the match is exact, the Filter will not work

1.2. Add External Filter

  1. MicroStrategy Filter Name: Enter the name of the Filter.
  2. Display Name: If necessary, you can change the displayed Filter name by typing another name here.
  3. Filter is: Select the type of the filter:
    • Single Value: The User will be able to choose only one value in the resulting filter.
    • Multi Value: The User will be able to choose several values in the resulting filter.
    • Date Picker: The User will be able to choose a date value in the resulting filter.
    • Text: In the resulting filter, the User will be able to type any text value into the field and find the matching data.
  4. Filter Values: These options appear only for Single Value and Multi Value filter types. Define where the filter is populated from.
    • Load Filter Values from Microstrategy: The values are loaded from the Filter in MicroStrategy.
    • Dataset: The values are loaded from an existing Dataset that you have to select in the Dataset field.
    • Map to Dimension Values: The values are loaded from an existing Dimension that you have to select in Dimension filed.
      • 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.
    • Enter Manually: After creating this Filter you can enter the values manually.
    • Snapshot Date: The values of the Filter will be the dataset's snapshot date values and you will have to select the Date Format.
  5. [Save]

1.3. Delete Filters

To delete a filter, go to Manage Filters and click the trashcan icon next to the filter.

2. Add Filters to a Results Set from MicroStrategy

  1. Click the pencil icon in the Filter row.
  2. Choose how you want to use the filter.
  3. [Save]