KB8963: How to create a filter to exclude a set of data using the “Report as Filter” functionality available in MicroStrategy Developer 10.x

INTRODUCTION
This document will illustrate a simple way to create a filter to exclude a set of data for a report using "exception reporting." This concept is based on the idea that a user might want to search for everything that does not meet a set of criteria. However, this is not to be confused with a simple filter where attribute elements are not in a list. The list itself, in this case, is dependent on another set of criteria.
 
EXAMPLE
Consider the following example that illustrates this type of reporting:
 
A user wants to find the Sales for a Region excluding Customers that have sales between X and Y. Essentially, the report is trying to exclude a certain type of customer from the sales figure for a region.
 
The simplest way in which to accomplish this is to use the "Report as Filter" functionality in Strategy 8.x. If a report can be created to define the set of data to be excluded, this method can be employed. Using the previous example of Item and Sales in a range, perform the following steps:
 

1. Create a report with the following:
   
• "Customer" as attribute.
• "Sales" as metric.
• Create a Report Limit that is a metric qualification on sales between X and Y.
2. Open a new filter editor.
3. Drag the report into the filter definition window.
4. Save and close the filter.
5. Create a second report with the following:
   
• "Region" as attribute
• "Sales" as metric
6. Add Regions to the report filter then below that qualification add the filter created in Step 2.
7. Right click on the operator between the two filter qualifications and change the operator to 'AND NOT'. In this way, the results of the report included in the filter created in Step 2 will be excluded from final result set.

Note that the report filter must include two filters. It is not possible to achieve the same results with a single filter object set with a "NOT" condition. If there are no other report filter qualifications required, use an "empty filter" AND NOT "Report as Filter".
 
For more information on this type of reporting, refer to the following Strategy Knowledge Base document:
KB8429: How to create a 'Top 10 Contributors vs. All Others' report in MicroStrategy Developer 10.x