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KB14287: How to create a custom subtotal that calculates different subtotals for each metric in MicroStrategy Desktop


Stefan Zepeda

Salesforce Solutions Architect • Strategy


Article outlines how to create a custom subtotal that calculates different subtotals for each metric in MicroStrategy Desktop

When a user has different subtotals applied to each metric, the report displays a separate row for each subtotal in Strategy Desktop, as shown below:
 

ka02R000000kY8hQAE_0EM440000002FSJ.gif

 
If, for example, the user wants to create one custom subtotal on one line called 'End totals' which calculates the sum for Revenue but takes the last value for Item Inventory, the user must create a custom subtotal inside the report.
 
In the report, go to the Data menu and click Subtotals or click on the blue Subtotal button located the menu bar, as shown below:
 

ka02R000000kY8hQAE_0EM440000002FSL.gif

 
In the Subtotals window under the Definition tab, click on the 'Advanced' button, as shown below:
 

ka02R000000kY8hQAE_0EM440000002FSP.gif

 
In the Advanced Subtotals Options window click on the 'New' button, as shown below:
 

ka02R000000kY8hQAE_0EM440000002FSN.gif

 
Provide a name for thesubtotal, choose the appropriate subtotals for each metric, and click OK twice, as shown below:
 

ka02R000000kY8hQAE_0EM440000002FSR.gif

 
Choose only the custom subtotal that was just created and click OK, as shown below:
 

ka02R000000kY8hQAE_0EM440000002FSD.gif

 
There is now one subtotal that is calculated differently for each metric. Revenue's 'Ending Total' is a sum of both years, but Item Inventory's 'Ending Total' is the ending value of the two years, as shown below:
 

ka02R000000kY8hQAE_0EM440000002FSF.gif

 


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Knowledge Article

Published:

June 10, 2017

Last Updated:

June 10, 2017