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  3. KB31853: How to create a transformation metric with no aggregation in MicroStrategy Developer 9.x

KB31853: How to create a transformation metric with no aggregation in MicroStrategy Developer 9.x


Stefan Zepeda

Salesforce Solutions Architect • Strategy


Creating a transformation metric with no aggregation

A transformation table is a type of relation table, normally used to create a transformation metric. Refer to the following MicroStrategy Knowledge Base technical note for more information on transformation metrics:

 

KB7238: Creating transformation, rank and percent to total metrics in MicroStrategy Developer

 

Take the following Month to Day table as an example:

 

Transformation table 'MTD_DAY':

 

DAY_DATE

MTD_DAY_DATE 

1/1/2006

1/1/2006 

1/2/2006 

1/1/2006 

1/2/2006 

1/2/2006 

1/3/2006 

1/1/2006 

1/3/2006 

1/2/2006 

1/3/2006 

1/3/2006 

... 

... 

 

 

 

 

 

 

 

 

 

 

 

 

By default the transformation metric with transformation 'Month to Date' will display like this

 

Day

MTD_metric 

1/1/2006 

1/1/2006 metric 

1/2/2006 

1/1/2006 + 1/2/2006 metric 

1/3/2006 

1/1/2006 + 1/2/2006 + 1/3/2006 metric 

 

 

 

 

 

 

 

But sometimes, users may want to compare with Day level metric and it's corresponding transformation metric as shown in the following chart:

 

Day

MTD 

Day_metric 

MTD_metric 

1/1/2006 

1/1/2006 

1/1/2006 metric 

1/1/2006 metric 

1/2/2006 

1/1/2006 

1/2/2006 metric 

1/1/2006 metric 

 

1/2/2006 

1/2/2006 metric 

1/2/2006 metric 

1/3/2006 

1/1/2006 

1/3/2006 metric 

1/1/2006 metric 

 

1/2/2006 

1/3/2006 metric 

1/2/2006 metric 

 

1/3/2006

1/3/2006 metric 

1/3/2006 metric 

 

 

 

 

 

 

 

 

 

 

 

How to display transformation metric without aggregation:

 

The following steps may be used as a reference. This example uses the MicroStrategy Tutorial project:
ka04W000001IwNsQAK_0EM440000002EFq.png
In MicroStrategy Developer 9.x, create a new attribute 'MTD'
  • Map column 'MTD_DAY_DATE' in the transformation table 'MTD_DAY' and the column 'ORDER_DATE' in the 'ORDER_FACT' and 'ORDER_DETAIL' fact tables
ka04W000001IwNsQAK_0EM440000002EFk.png

  • Add the 'Day' attribute as parent and set the relationship as 'Many to Many'

ka04W000001IwNsQAK_0EM440000002EFo.png

    • Update the schema

       

  1. Create a metric 'Day Revenue' with the 'Revenue' fact
    • Add the 'Day' attribute as level with Filtering and Grouping set to 'Standard' and remove the default 'Report Level' target
  2. Create a metric 'MTD Revenue' with fact 'Revenue'
    • Add the 'Month to Date' transformation
ka04W000001IwNsQAK_0EM440000002EFt.png


    • Change the metric join type to 'Outer'
      • Metric Editor -> Tools -> Metric Joint Type...
    • Change the formula join type to 'Outer'
      • Metric Editor -> Advanced Settings -> Fomula Joint Type...
  1. Create a filter to select 'Day' element at the runtime
  2. Create a report with attributes 'Day', 'MTD' and metrics 'Day Revenue', 'MTD Revenue', also adding filter into the report
  3. Execute the report with grid view, the report displays like this with the prompt answer '1/5/2006'
ka04W000001IwNsQAK_0EM440000002EFm.png

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Knowledge Article

Published:

August 25, 2022

Last Updated:

January 31, 2024