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KB5232: How to create custom subtotals for metrics in a report in MicroStrategy Developer 9.4.x - 10.x


Stefan Zepeda

Salesforce Solutions Architect • Strategy


This technical note documents the steps to create custom subtotals for metrics in a report in MicroStrategy Developer

Custom totals can be used to selectively display subtotals for different metrics in Strategy Developer, as shown in the report below:

ka02R000000kW8wQAE_0EM440000002GFl.gif

 
Custom subtotals can be configured from the Report Editor.

ka02R000000kW8wQAE_0EM440000002GFn.gif

 
 

  • Right-click on the report and choose 'Edit'.
  • Choose Data > Subtotals.
  • Choose 'Clear All' and choose 'Advanced' in the Subtotals window.
ka02R000000kW8wQAE_0EM440000002GFq.gif
  • Choose 'New' from the Advanced Subtotals Options window.
ka02R000000kW8wQAE_0EM440000002GFo.jpeg
  • Name the custom subtotal.
ka02R000000kW8wQAE_0EM440000002GFp.gif
  • Choose how the metric subtotals should be displayed in the Custom Subtotal Properties window.
  • Choose what type of total display is desired for each individual metric in that specific report.
  • Choose what type of total display is desired for all metrics under 'Reset all metrics subtotals to:' and click on 'Reset'.
  • Click on 'OK' to save.
ka02R000000kW8wQAE_0EM440000002GFm.gif
  • Set the Subtotal Application Level for each Subtotal type and click on 'OK' from the Advanced Subtotals Options window.
  • Make sure the subtotal definition created is selected from the Subtotals window and click on 'OK'.
ka02R000000kW8wQAE_0EM440000002GFf.gif

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Knowledge Article

Published:

May 2, 2017

Last Updated:

May 2, 2017