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KB14314: How to create a total of summary metrics across different datasets in a Report Services document in MicroStrategy Developer (formerly known as Destkop)


Stefan Zepeda

Salesforce Solutions Architect • Strategy


This article outlines how to create a total of summary metrics across different datasets in a Report Services document in MicroStrategy Developer

Perform the following steps in the Strategy Tutorial project to create a total of summary metrics across different datasets in a Report Services document in Strategy Developer. 
 

  • Create a report in Strategy Developer with the attribute 'Region' in the row section and the metric 'Cost' in the column section, as shown below:
ka02R000000kYTJQA2_0EM440000002FQb.jpeg
  • Save and close the report as 'Test Report 1.'
  • Create another report with attribute 'Region' in the row section and the metric 'Profit' in the column section, as shown below:
ka02R000000kYTJQA2_0EM440000002FQd.jpeg
  • Save and close the report as 'Test Report 2.'
  • Create a new Report Services document and select the report 'Test Report 1' as the dataset.
  • Under the Data menu, select 'Add Dataset', and select the report 'Test Report 2', as shown below:
ka02R000000kYTJQA2_0EM440000002FQM.jpeg
  • Right-click on the metric 'Cost' in the report 'Test Report 1' and select New Summary Metric -> Sum, as shown below:
ka02R000000kYTJQA2_0EM440000002FQf.jpeg
  • Right-click on the metric 'Profit' in the report 'Test Report 2' and select New Summary Metric -> Sum.
  • Select the Detail Header section, right-click and add the metric 'Cost' and 'Profit' from reports 'Test Report 1' and 'Test Report 2' respectively as 'Add to Section as Static Text.'
  • Insert a text box into the Detail Header section as 'Sum of Profit and Cost,' as shown below:
ka02R000000kYTJQA2_0EM440000002FQZ.jpeg
  • Click and drag the metrics 'Cost' and 'Profit' into the Detail section.
  • Insert a text box into the Detail section as { + }, as shown below:
ka02R000000kYTJQA2_0EM440000002FQn.jpeg
  • Select to view the Report Services document in PDF mode and notice the 'Sum of Profit and Cost' summary metric, as shown below:
ka02R000000kYTJQA2_0EM440000002FQP.jpeg

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Knowledge Article

Published:

June 8, 2017

Last Updated:

June 8, 2017