EducationSoftwareStrategy.com
StrategyCommunity

Knowledge Base

Product

Community

Knowledge Base

TopicsBrowse ArticlesDeveloper Zone

Product

Download SoftwareProduct DocumentationSecurity Hub

Education

Tutorial VideosSolution GalleryEducation courses

Community

GuidelinesGrandmastersEvents
x_social-icon_white.svglinkedin_social-icon_white.svg
Strategy logoCommunity

© Strategy Inc. All Rights Reserved.

LegalTerms of UsePrivacy Policy
  1. Home
  2. Topics

KB484679: Derived metrics with transformation style formula only work in reports and not dossiers


Ling Jing

Product Owner, Principal • MicroStrategy


This article addresses the issue where derived metrics with a transformation style formula does not work properly in dossiers. This article also provides a workaround to avoid this behavior.

Starting with the release of Strategy ONE (March 2024), dossiers are also known as dashboards.

Description 


Using a derived metric with a transformation style formula only works in reports, and not in dossiers. 

Steps to reproduce

  • In a dossier, right-click the dataset > Create Metric and switch to Formula Editor.
  • Wipe out any existing formulas.
  • Enter a transformation metric formula (e.g., Rolling 12 Months of Sale = Sum<UseLookupForAttributes=TRUE>([F_SLS_RTL_LCL (TD)]){~+}|[Rolling 12 Months]|
  • Switch to Function Editor.
  • “Rolling 12 Months” appears in the Transformation field. However, it appears to be a text label vs. the name of a true transformation object. We should see a transformation icon besides it, indicating the object type.
ka0PW0000001JeEYAU_0EM4W000001JSon.jpeg
  • Add the new derived metric to the visualization grid. It shows up blank.
ka0PW0000001JeEYAU_0EM4W000001JSox.jpeg

Why is this happening?


If you create the derived metric, Sum(Cost) {~} | [Last Month's] |, in a report, it works like a SQL metric, and the correct data (calculated by SQL) is returned. 
However, if you create the same derived metric in a dossier, the transformation part is lost, and it is calculated as without [Last Month's]. This is the same behavior for a derived metric in Analytical Engine and aggregate from base.

Workaround


Create a grid report with a transformation derived metric, and use the report as the dataset of the dossier.


Comment

0 comments

Details

Knowledge Article

Published:

November 2, 2020

Last Updated:

March 21, 2024