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KB14074: How to create a base formula in MicroStrategy Developer 9.4.x - 10.x


Stefan Zepeda

Salesforce Solutions Architect • Strategy


Users can save individual formulas from metric definitions as base formulas. This allows users to reuse them in other metric definitions, instead of retyping or rebuilding a formula that is frequently used.

Users can save individual formulas from metric definitions as base formulas. This allows users to reuse them in other metric definitions, instead of retyping or rebuilding a formula that is frequently used. To do this, follow the steps below:

  • Open the new metric editor. Add a single fact to the metric definition.
  • In the Metric component pane (located under the heading 'Metric (metric name) is defined as'), select Formula.
  • From the Tools menu, select Save Expression as Base Formula. The Export Base Formula dialog box opens, as shown below:
ka02R000000kcMEQAY_0EM440000002FST.jpeg
  • Depending on the user's needs, the user can select the 'Replace the Base Formula with a shortcut to this one' check box or not, as shown below:
ka02R000000kcMEQAY_0EM440000002FSH.jpeg
  • Select the folder in which to save the new base formula.
  • Enter the name of the new base formula and click Save.
  • In order to modify the base formula and add more facts, open it from Strategy Developer to launch the editor. Modify the expression of the base formula as desired and click save and close, as shown below:
ka02R000000kcMEQAY_0EM440000002FSW.jpeg
  • Use this base formula in a new metric by dragging and dropping the base formula in the metric definition, as shown below:
ka02R000000kcMEQAY_0EM440000002FSS.jpeg

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Knowledge Article

Published:

May 8, 2017

Last Updated:

May 8, 2017