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KB32015: What are the differences between Consolidations and Custom Groups in MicroStrategy 9.4.x - 10.x?


Stefan Zepeda

Salesforce Solutions Architect • Strategy


This technical note outlines the differences between Consolidations and Custom Groups in MicroStrategy 9.x and higher.

Consolidations and custom groups are two special reporting features that enable user to surpass basic reporting functionality. With consolidations, user can group attribute elements to define "virtual" attributes that enable users to analyze data at levels that are not inherently available in the business model. With custom groups, users can create reports that qualify on a row-by-row basis, greatly enhancing the flexibility of report design and the capabilities of report-level qualifications.
 
What are consolidations?
Consolidations are used within templates to specify the data users wish to view in their report. Consolidations allow users to group attribute elements in new ways without changing the metadata and warehouse definitions. Consolidations enable users to create customized groupings that allow row calculations between elements of a given attribute.
 
What are custom groups?
A custom group is a special filter that can be placed on a template and is comprised of an ordered collection of elements called custom group elements. Each custom group element can be labeled with a header and includes a logical expression of attribute, metric, object, advanced or custom group banding qualifications. These qualifications resolve into a list of attribute elements once the report is run. Custom groups; therefore, provide a way to group attribute elements from the same or different attributes to meet user's reporting requirements.
 
The following table provides the differences of the two features:                    
 

 
CaseInternal CaseDescription545755533946Unable to view list of certificates on Certificate Server on IIS environment use URL request on browser569589626945[New Feature] Support of Kerberos authentication on iOS582685626945[New Feature] Support of Kerberos authentication on iOS604276626945Ability to control the maximum font size in a Data Cloud Widget626374626945[New Feature] Support of Kerberos authentication on iOS647497626945[New Feature] Support of Kerberos authentication on iOS650008626945[New Feature] Support of Kerberos authentication on iOS656493626945[New Feature] Support of Kerberos authentication on iOS682692626945[New Feature] Support of Kerberos authentication on iOS685756626945[New Feature] Support of Kerberos authentication on iOS696529626945[New Feature] Support of Kerberos authentication on iOS732364626945[New Feature] Support of Kerberos authentication on iOS467085682718[New Feature] Ability to customize font size, color, weight, and cell background color in the mobile Interactive Grid Widget480372682718[New Feature] Ability to customize font size, color, weight, and cell background color in the mobile Interactive Grid Widget555084682718[New Feature] Ability to customize font size, color, weight, and cell background color in the mobile Interactive Grid Widget596123682718[New Feature] Ability to customize font size, color, weight, and cell background color in the mobile Interactive Grid Widget622844682718[New Feature] Ability to customize font size, color, weight, and cell background color in the mobile Interactive Grid Widget624099682718[New Feature] Ability to customize font size, color, weight, and cell background color in the mobile Interactive Grid Widget643361682718[New Feature] Ability to customize font size, color, weight, and cell background color in the mobile Interactive Grid Widget644990682718[New Feature] Ability to customize font size, color, weight, and cell background color in the mobile Interactive Grid Widget645688682718[New Feature] Ability to customize font size, color, weight, and cell background color in the mobile Interactive Grid Widget654975682718[New Feature] Ability to customize font size, color, weight, and cell background color in the mobile Interactive Grid Widget672642682718[New Feature] Ability to customize font size, color, weight, and cell background color in the mobile Interactive Grid Widget700488682718[New Feature] Ability to customize font size, color, weight, and cell background color in the mobile Interactive Grid Widget712276682718[New Feature] Ability to customize font size, color, weight, and cell background color in the mobile Interactive Grid Widget734534682718[New Feature] Ability to customize font size, color, weight, and cell background color in the mobile Interactive Grid Widget738298682718[New Feature] Ability to customize font size, color, weight, and cell background color in the mobile Interactive Grid Widget480425690341[New Feature] Support for object prompt on iOS.490202690341[New Feature] Support for object prompt on iOS.496404690341[New Feature] Support for object prompt on iOS.501895690341[New Feature] Support for object prompt on iOS.516225690341[New Feature] Support for object prompt on iOS.536332690341[New Feature] Support for object prompt on iOS.542313690341[New Feature] Support for object prompt on iOS.557048690341[New Feature] Support for object prompt on iOS.557304690341[New Feature] Support for object prompt on iOS.558678690341[New Feature] Support for object prompt on iOS.576300690341[New Feature] Support for object prompt on iOS.577674690341[New Feature] Support for object prompt on iOS.578896690341[New Feature] Support for object prompt on iOS.581410690341[New Feature] Support for object prompt on iOS.582377690341[New Feature] Support for object prompt on iOS.595630690341[New Feature] Support for object prompt on iOS.600352690341[New Feature] Support for object prompt on iOS.601343690341[New Feature] Support for object prompt on iOS.606265690341[New Feature] Support for object prompt on iOS.610399690341[New Feature] Support for object prompt on iOS.617240690341[New Feature] Support for object prompt on iOS.630616690341[New Feature] Support for object prompt on iOS.642647690341[New Feature] Support for object prompt on iOS.650024690341[New Feature] Support for object prompt on iOS.654773690341[New Feature] Support for object prompt on iOS.656197690341[New Feature] Support for object prompt on iOS.656455690341[New Feature] Support for object prompt on iOS.660914690341[New Feature] Support for object prompt on iOS.666102690341[New Feature] Support for object prompt on iOS.675894690341[New Feature] Support for object prompt on iOS.680453690341[New Feature] Support for object prompt on iOS.683882690341[New Feature] Support for object prompt on iOS.691598690341[New Feature] Support for object prompt on iOS.701498690341[New Feature] Support for object prompt on iOS.704253690341[New Feature] Support for object prompt on iOS.711393690341[New Feature] Support for object prompt on iOS.712547690341[New Feature] Support for object prompt on iOS.730856690341[New Feature] Support for object prompt on iOS.735408690341[New Feature] Support for object prompt on iOS.737723690341[New Feature] Support for object prompt on iOS.756071690341[New Feature] Support for object prompt on iOS.687079721650[New Feature] Mobile Statistics for iOS - Phase 2 Client Manipulation tracking711639724051[Hierarchy Prompt]Support for hierarchy prompt in which there is attribute that has filter.727598724051[Hierarchy Prompt]Support for hierarchy prompt in which there is attribute that has filter.613544724975WHM: Unable to expand and collaps selectors on a Filter Panel on iPad630733756345Enhancement Request: Ability for Mobile Device Statistics to log interactions with the Multimedia Widget700775756345Enhancement Request: Ability for Mobile Device Statistics to log interactions with the Multimedia Widget631565757023Offline functionality for Unit Condition Selector in iOS704948757023Offline functionality for Unit Condition Selector in iOS639124774194[New Feature] Support time series widget master graph as selector639739774790[i18n] Defect: The option texts of Photo Uploader widget in iOS mobile 931 client are displayed in English even when the device's language is set as Chinese.640709774790[i18n] Defect: The option texts of Photo Uploader widget in iOS mobile 931 client are displayed in English even when the device's language is set as Chinese.694991774790[i18n] Defect: The option texts of Photo Uploader widget in iOS mobile 931 client are displayed in English even when the device's language is set as Chinese.696493774790[i18n] Defect: The option texts of Photo Uploader widget in iOS mobile 931 client are displayed in English even when the device's language is set as Chinese.730181774790[i18n] Defect: The option texts of Photo Uploader widget in iOS mobile 931 client are displayed in English even when the device's language is set as Chinese.683991784240[i18n] [Offline Transaction] Several UI labels related to offline transaction are not localized702416784240[i18n] [Offline Transaction] Several UI labels related to offline transaction are not localized706148784240[i18n] [Offline Transaction] Several UI labels related to offline transaction are not localized716015784240[i18n] [Offline Transaction] Several UI labels related to offline transaction are not localized691992795397[DPC][i18n] the DPC settings on mobile server is not translated into other languages726226804686[New Feature] Smart client - offline/local transactions697422806357[New Feature] Transaction Input controls conditional logic662087815042Ability to control the maximum font size in a Data Cloud Widget685271817003[i18n] [ios7 settings redesign] some new strings are hardcoded, can't meet the requirement for international.686239817003[i18n] [ios7 settings redesign] some new strings are hardcoded, can't meet the requirement for international.663153837444[New Feature] Support to render filter panel as the collapsable panel like prompt682033837444[New Feature] Support to render filter panel as the collapsable panel like prompt695555837444[New Feature] Support to render filter panel as the collapsable panel like prompt767560837444[New Feature] Support to render filter panel as the collapsable panel like prompt609651853779[New Feature] Be able to render the OOTB shapes on mobile VI749250853779[New Feature] Be able to render the OOTB shapes on mobile VI682567860246[ER] Clear all filter selection for all filters or prompts in mobile.683831860246[ER] Clear all filter selection for all filters or prompts in mobile.687160870995[HTML5 Viz] ER: to support other background color for VI in iPad(current it is always black even light theme has been set in Web)693051870995[HTML5 Viz] ER: to support other background color for VI in iPad(current it is always black even light theme has been set in Web)717698870995[HTML5 Viz] ER: to support other background color for VI in iPad(current it is always black even light theme has been set in Web)719094870995[HTML5 Viz] ER: to support other background color for VI in iPad(current it is always black even light theme has been set in Web)727375870995[HTML5 Viz] ER: to support other background color for VI in iPad(current it is always black even light theme has been set in Web)729319870995[HTML5 Viz] ER: to support other background color for VI in iPad(current it is always black even light theme has been set in Web)736655870995[HTML5 Viz] ER: to support other background color for VI in iPad(current it is always black even light theme has been set in Web)647907890286[New Feature] Enhancements to info window on iPhone675865890286[New Feature] Enhancements to info window on iPhone727654890286[New Feature] Enhancements to info window on iPhone732986890286[New Feature] Enhancements to info window on iPhone698970899567[New Feature] Change layout with swiping699007899567[New Feature] Change layout with swiping699911899567[New Feature] Change layout with swiping699926899567[New Feature] Change layout with swiping700681899567[New Feature] Change layout with swiping701595899567[New Feature] Change layout with swiping702100899567[New Feature] Change layout with swiping702438899567[New Feature] Change layout with swiping705240899567[New Feature] Change layout with swiping664498934108[HTML5 Parity] Navigation bar light theme and dark theme redesign722482934108[HTML5 Parity] Navigation bar light theme and dark theme redesign715497951155[Internationalization] The interface text e.g. like “Clear” is not localized in the Signature DIC715782951360[Internationalization] The "Done" text in the pin selection tool in iOS map widget should be localized.726955952915[Design Issue]Please uncheck the "Use as Information Window for the Map widget" property for several documents in iPad Demo. Or the document is displayed blank in 941 iOS U4 client.720889968932[i18n] Translate placeholder of empty answer like “Tap to edit” and “Tap to choose” into local language565730971517[Mobile Server Config Editor] Remove the "Disable unavailable links in offline mode" setting from the Mobile Configuration Editor. But keep it in the config xml with a "true" default value.698547971517[Mobile Server Config Editor] Remove the "Disable unavailable links in offline mode" setting from the Mobile Configuration Editor. But keep it in the config xml with a "true" default value.725188973849If you have hidden text boxes (with visible property disabled or hiding with conditional formatting) you can see, modify and execute transactions with this information if you tap in the arrows that you see in iPad.726277975441In the mobile app for iPhone, changing the Mobile options for navigating layouts has no effect in the mobile app728725976921[iOS8] Hierarchy prompt causes app crash when we select an element.724605977369A section is no longer hidden even when no data returned with Strategy MOBILE 9.4.1 Using Conditional Formatting728787978980Custom number formatting not applied in MSTR Mobile732598978980Custom number formatting not applied in MSTR Mobile730280981871Defect: image layout widget is not displayed in mobile for 941HF6(correctly displayed in Web)732066984606[Beta 2][VI][Mobile][ER] Add iPad support for the using the Calendar Display style on date filters with unset date ranges in the filter panel. Currently, the only options shown is All which is not useful since you can’t narrow down the data.732069984607[Beta 2][VI][Mobile][Defect] When the Calendar display style is used on a date filter in the filter panel with a set date range, the iPad app crashes when executing the dashboard.732419985133[Beta 2][iPad][Hierarchy Prompt][Defect] When running a report containing a hierarchy prompt on the iPad, only a subset of the attributes available in the hierarchy show up. In Web, all of the available attributes show up.732434985259[DE] In edit links if the name in the "URL display text" has < or >, then it is replaced by < or >731681986109Nested prompts selection inside a custom group not working when reprompted in iPad733775987252[Regression from 940] User is always prompted when passing prompt answers in the URL API from an external app to a document with attribute element list or value prompts730174987478User is not prompted to change the password at the first login when the "User must change password at next logon" option is set734811989468[Regression from 941U3]Cells remain highlighted when grid targets a modal information window that hides title bar746479992025[941U5Certification][Regression from 941U4] The third nested info window cannot be triggered.736946994602[MMW] Multimedia Widget is truncated and cannot be scrolled on iPhone.737781995045Selecting Total on a selector (slice) will crash the MSTR Mobile Client if there is a Search Box selector (for same element) targeting the same.737739995542Strategy Mobile for iOS 9.4.1 U5 - Edit button is left aligned and should be right aligned. "Edit" translated to other language is cut.737906995559Hardcoded string is not translated for transaction require validation error message737625995615Hardcoded strings cannot be translated738389996745[DE] The annotate and email menu sometimes gets included in the screenshot when you click email screen737776998244Tool bar is not available when running a report on Mobile 9.4.1 R4 and R5744557999054[New Feature] Support survey widget on iPhone739532999375C603 - Mobile heat map color issue: For heat map configured with absolute band color and filtered to contain only one element, the element is shown in black color747777999375C603 - Mobile heat map color issue: For heat map configured with absolute band color and filtered to contain only one element, the element is shown in black color740106999409[inApp Browser] The authentication dialog box does not go away after entering credentials7374851000504A black screen (the view of executing the home document) pops up before the change password page comes out in iPad 9.4.1 U4 when a user with the option "user must change password at next login" enabled lauches the app with mobile config URL.7456851000811[SDK8][Regression from 941U4] Incorrect behavior in an Information Window with Multimedia Widget. IW do not disappear after opening PDF file from MMW.7416371001210[Regression from 941U3] The Change Password page does not come out after taping on OK in the "password has expired" error message in iPad 941 U4.7565091001210[Regression from 941U3] The Change Password page does not come out after taping on OK in the "password has expired" error message in iPad 941 U4.7419761001236[DE] Answers are not carried over when current state for slicing selector is "use last" or "use first" in source document7423661001640Defect: Adjustment of height of status bar in Update 6 of Mobile 9.4.1 has resulted in a black bar at the bottom of documents with iPhone 6, 6 plus devices.7363741002045mandatory setting in date picker transaction field not recognized7433911004349In Tree Selector, we are Unable to filter with one out of two dimensions.7431521005431[DE] Attributes with ampersand (&) in the names (DESC) are not passed dynamically for value prompts7458541008483Document in MSTR Mobile 9.4.16 App moves Up after running video in full screen.7548471008483Document in MSTR Mobile 9.4.16 App moves Up after running video in full screen.7447181008551Documents running on mobile (iPad) containing RSS widget are crashing the Strategy Mobile app.7459761008742[Regression from 941U6] Information windows are not properly displayed when a the edit links feature is configured with multiple links in iPad application7473821010915Receiving error "Error:  Error happened when logging into Analytics Express.  Please try again" message when attempting to login in Strategy Analytics Express Mobile7475051011062[Regression from 941U4]mobile defect: info window in mobile disappears when ipad is rotated to portrait mode.759386DE10361[Escalation] [Metcash Trading Limited] Defect: with VPN used, the transaction submitted in offline mode is submitted before the VPN is reconnected after turning off the offline mode.Thus the transaction is actually lost.760630DE10426[Beta Issue] Visual Insight template selectors do not appear on Mobile (iPad).754051DE10737[Escalation] [Target Corporation] Mobile App on iPod Touch 5: Device type is not detected properly and low resolution image is used resulting the custom login page looks bad.760582DE10947[Found on 941U6Patch43][Regression from 9.5][iOS8] Link to PDF from HTML tag in grid without closing info window will crash App.760317DE11476[Escalation] [i2i Logic] TS 760317 / TQMS 1015139 – Strategy Mobile app for ios crashes after submitting and discarding transactions.732434DE11648[DE] In edit links if the name in the "URL display text" has < or >, then it is replaced by < or >763144DE11999EAP: Project Conbfiguration Populate Mobile ID missing explanation in Help menu and from manuals750179DE12907[ER] To add Close button after link drilling to the second document on iPhone.559512DE3643Cannot re-prompt in a RWD which is run as PDF, because there is no filter button inside PDF reader610653DE3643Cannot re-prompt in a RWD which is run as PDF, because there is no filter button inside PDF reader689446DE3643Cannot re-prompt in a RWD which is run as PDF, because there is no filter button inside PDF reader695386DE3643Cannot re-prompt in a RWD which is run as PDF, because there is no filter button inside PDF reader711281DE3643Cannot re-prompt in a RWD which is run as PDF, because there is no filter button inside PDF reader713562DE3643Cannot re-prompt in a RWD which is run as PDF, because there is no filter button inside PDF reader740098DE3643Cannot re-prompt in a RWD which is run as PDF, because there is no filter button inside PDF reader743692DE3643Cannot re-prompt in a RWD which is run as PDF, because there is no filter button inside PDF reader467085DE3652[New Feature] Ability to customize font size, color, weight, and cell background color in the mobile Interactive Grid Widget480372DE3652[New Feature] Ability to customize font size, color, weight, and cell background color in the mobile Interactive Grid Widget555084DE3652[New Feature] Ability to customize font size, color, weight, and cell background color in the mobile Interactive Grid Widget596123DE3652[New Feature] Ability to customize font size, color, weight, and cell background color in the mobile Interactive Grid Widget622844DE3652[New Feature] Ability to customize font size, color, weight, and cell background color in the mobile Interactive Grid Widget624099DE3652[New Feature] Ability to customize font size, color, weight, and cell background color in the mobile Interactive Grid Widget643361DE3652[New Feature] Ability to customize font size, color, weight, and cell background color in the mobile Interactive Grid Widget644990DE3652[New Feature] Ability to customize font size, color, weight, and cell background color in the mobile Interactive Grid Widget645688DE3652[New Feature] Ability to customize font size, color, weight, and cell background color in the mobile Interactive Grid Widget654975DE3652[New Feature] Ability to customize font size, color, weight, and cell background color in the mobile Interactive Grid Widget672642DE3652[New Feature] Ability to customize font size, color, weight, and cell background color in the mobile Interactive Grid Widget700488DE3652[New Feature] Ability to customize font size, color, weight, and cell background color in the mobile Interactive Grid Widget712276DE3652[New Feature] Ability to customize font size, color, weight, and cell background color in the mobile Interactive Grid Widget734534DE3652[New Feature] Ability to customize font size, color, weight, and cell background color in the mobile Interactive Grid Widget738298DE3652[New Feature] Ability to customize font size, color, weight, and cell background color in the mobile Interactive Grid Widget726226DE3698[New Feature] Smart client - offline/local transactions666763DE3715[9.4.1 and MSTR 10 Beta 4.1] Cannot format dot on bugdeting graphs668821DE3720Network visualization: Drill-down on Items of the Network to view hierarchical relationships698970DE3901[New Feature] Change layout with swiping699007DE3901[New Feature] Change layout with swiping699911DE3901[New Feature] Change layout with swiping699926DE3901[New Feature] Change layout with swiping700681DE3901[New Feature] Change layout with swiping701595DE3901[New Feature] Change layout with swiping702100DE3901[New Feature] Change layout with swiping702438DE3901[New Feature] Change layout with swiping705240DE3901[New Feature] Change layout with swiping732920DE4688Custom Metric formatting does not work for values in Graph axis on I-pad only on MSTR 9.4.1 HF4.737234DE4918Offline mode: with subscription caches for source document and target prompted document, we can not link drill to target prompted document on offline mode.745446DE4918Offline mode: with subscription caches for source document and target prompted document, we can not link drill to target prompted document on offline mode.744557DE5011[New Feature] Support survey widget on iPhone737746DE5115Strategy Mobile for iOS 9.4.1 U5 - External webdav folder accessed using new folder growing is not updating correctly742480DE5325An attribute form selector does not show the forms.746420DE5427When a map is displayed in an info window and this map is configured to display another info window the iPad application is crashing 9.5.0801.0007733955DE5524'You must upgrade this app to Graph API v2.x' message appears when logging in through FB Connect implemented on Mobile App747344DE6170Transaction doesn't work when ID is a decimal number with 15 digits749067DE6172Local transactions truncates text fields when there is special character of international lauguage such as German752913DE7381Date time picker can't be triggered in info window746077DE7738[Regression from 941U4]The font size is bigger when running the SDK sample AccessingMSTRFunctionality753294DE7848[Regression from 941U4][External Display] Graph Visualization, used as selector does not show tooltips when connected to external display754084DE7851[Regression from 941U4][External Display] Drill anywhere cannot pop out after tap, hold and release finger on grid when connected to external display754001DE7855[Regression from 941U4] The longest panel name in panel selector gets truncated on drop down popover when the panel is displayed751881DE8731ER for higher Memory Governing Limit  on iPhone 6+. when switching views between landscape and portrait memory governing limit error receieved746420DE9049[Unfixed part of DE5427] Empty title bar of info window triggered from map shows when "Show Title Bar" is unchecked.751218DE9484[Escalation] [Ebiquity] Mobile URL API Link set to Open Info Window does not work in HTML Container in Strategy Mobile application 9.4.1 Update 6758424US10246Mobile App has severe error for Attribute selectors in iOS 8.1.2 on iPad Air 9.4.1 iOS Update 4 secured by Good762146US10248Mobile App crashing when swiping fast on a report on ipad.757785US10249Mobile app is crashing after running document "Total Company" - app closes out and returns user to iPad screen760944US10249Strategy App crashed when in Offline mode ONLY in newer iPad models.750754US11684Attribute elements are missing on iPad document in iOS8, after upgrading from MSTR 931 to MSTR 941.  The same document works OK in iOS7752071US5003Captive network issue. Attempt to access an non-existing DNS name.753674US6055When trying to pass unchanged slider sliced selector values to another dashboard, the selection is not applied in iPad neither with the Edit Links feature or the URL API in iPad752913US6057 Issue with date selectors - Calendar in Mobile app 9.4.1.U6 (TB2)762194US9547App Crash in IOS8.3 when offline mode in set   {MERGE:startup_cost 1000014114457.64:total_cost 1000014361571.00:plan_rows 98845344:node_id 1:parent_id 0:plan_width 300:best_pathkeys (({PATHKEYITEM:key{VAR:varno 1:varattno 25:vartype 23:vartypmod -1:varlevelsup 0:varnoold 1:varoattno 25}:sortop 521}))
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.StateDescriptionCommittedCommitted represents virtual address space pages which physical storage (in memory or on disk) has been allocated. A process' committed memory is also called private bytes.ReservedReserved pages have been set aside for future use. The process cannot access a reserved page until it is committed, and there is no physical storage associated with it. The combination of reserved and committed address space is a process' virtual bytes.FreeFree pages of address space are available to be committed or reserved. 
Differences

1. Based on attribute element groupings

2. Users need to exactly know which attribute elements to group to define the consolidation elements

1. Based on filter qualifications

2. Users do not need to know much about the data to create the filter qualifications that define each custom group element

Usage

2. Users do not need to know much about the data to create the filter qualifications that define each custom group element

Usage

To create a “Virtual attribute” for reporting at levels not existing in the project schema and displaying row-level math calculations

To apply different filter qualifications to different rows of a report

Examples

To apply different filter qualifications to different rows of a report

Examples

Seasons consolidation that groups specific months of the year into different season

Custom group that displays Top 10 Customers and Bottom 5 Items

 
 
For the detailed steps of creating consolidations and custom groups, refer to the following Strategy Knowledge Base technical notes:

  • KB4377(KB4000-007-0043): How to create a consolidation in MicroStrategy 8.x
  • KB4378(KB4000-7X0-0044): How to create a custom group by using a metric qualification in MicroStrategy 7.x and 8.0.x

 


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Published:

March 31, 2017

Last Updated:

September 28, 2017