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KB36235: How to generate a ranking report with a break by parameter off an Intelligent Cube in MicroStrategy Developer 9.x


Stefan Zepeda

Salesforce Solutions Architect • Strategy


How to generate a ranking report with a break by parameter off an Intelligent Cube in MicroStrategy Developer 9.x

SYMPTOM
The explanation below provides steps on how to generate an example report that simulates a ranked on a metric with a break by on an attribute in Strategy 9.x.
 
STEPS TO REPRODUCE
In order to compare the output of a standard report against a ranking report generated off an Intelligent Cube, first in Strategy Developer create a standard report with Region, and Category attributes and Revenue metric on the grid with a Qualification filter on Revenue,  Rank Top 5, Break by Category, report prompted on Year. Save report as Report A, execute prompted on year 2006, and export.
 
The exported data is as follows:
-------------------------------------------------
Report A Export:
Report Description:
Report Filter:
(Year = 2006) And {2 Top 3 Region based on Revenue break by Category}
Report Limits:
Empty Filter
Report Cache Used: No
                                     
Category        Region               Revenue
 
Books             Central              $98,202
Books             Northeast         $165,002
Books             South                $107,774
Electronics    Central              $906,661
Electronics    Northeast         $1,571,536
Electronics    South                $984,890
Movies           Central              $148,847
Movies            Northeast         $262,790
Movies            South                $166,598
Music             Central              $139,925
Music             Northeast          $246,967
Music             South                 $156,503
------------------------------------------------------------
Now in order to mimic the Ranking behavior seen in the above report, off an Intelligent Cube, carry out the following steps:
 

  1. Create an attribute element prompt on Year.
  2. Create a report with Category, Region and Year attributes, and Revenue metric in the grid, and Year prompt from Step 1 in the report filter. Call this 'Base Report'.
  3. Remove the prompt from the Base Report and save it as Intelligent Cube. Publish the cube.
  4. Create a report off the Cube with Category, and Region attributes and Revenue metric on the grid.
  5. From the Toolbar - Insert, select New metric and create a derived metric (DM1) as follows: Rank (Revenue).
  6. In the derived metric expression, highlight Rank and do a rmc, selecting Rank Parameters.
  7. In the Parameter window, under Break By tab, add Category, and under Parameters tab set ASC = False. The final expression of the derived metric will read  as:
        Rank<ASC=False, BreakBy={Category}>(Revenue)
  8.  In the View Filter of the report being created off the Intelligent Cube, under Field, select the prompt created in Step 1.
  9. Add another qualification as follows: Select the derived metric DM1 under Field and as Operator select 'Less than', and under Value select 'Prompt a Value' and assign a default value of 4 (so that you get top 3 rank).

Run this report created off the Intelligent Cube, and leave the value 4, and enter year = 2006, and export the results.
 
The result is:
 
------------------------------------------------------------
Report Description:
Intelligent Cube Filter:
Empty Filter
Intelligent Cube Limit:
Empty Filter
Report Cache Used: No
 
Category        Region        DM1           Revenue
       
Books           Central           3            $98,202
Books           Northeast      1            $165,002
Books           South              2            $107,774
Electronics   Central          3            $906,661
Electronics   Northeast     1            $1,571,536
Electronics   South             2            $984,890
Movies          Central           3            $148,847
Movies          Northeast      1            $262,790
Movies          South              2            $166,598
Music           Central            3            $139,925
Music           Northeast       1            $246,967
Music            South             2            $156,503
-------------------------------------------------------------
 
On the grid, the derived metric DM1 can be hidden by going to Options under Toolbar - Grid, and under 'Columns and Rows' tab, Columns, select 'Fixed' and select DM1 and set value to 0 pixels.
 
The Ranking data generated off the Intelligent Cube matches the data generated off a standard report.


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Published:

June 5, 2017

Last Updated:

June 5, 2017