Condition Advanced Options dialog box

A condition is a metric filter that is independent of the filters on any reports the metric is used in. A conditional metric allows you to apply a filter to only one metric on a report while not affecting the other metrics. The metric condition can be either a filter or a prompt that returns a list of filters. Only one filter or prompt can be associated with each metric, but that filter can contain multiple qualifications. For example, a conditional metric can calculate net sales for only the Northeast region. When placed on a report with category, the net sales amount is displayed for only Northeast for each of the categories.

The advanced options for metric conditions determine how the metric condition interacts with the report filter, as described in the steps below.

To define the advanced condition options for a metric:

Prerequisites

This procedure assumes that you have created a conditional metric.

1. Do one of the following:

   • If the Metric Function Editor is not open, edit the metric by clicking it.

   • If the Metric Function Editor is open, expand the Condition option, if it is not already open.

2. Click the Condition Advanced Options icon next to the Condition field. This displays the Condition Advanced Options dialog box.

3. By default, the report filter is applied to the data and then the metric filter is applied to those results. To change this, select an option from the Interaction between metric filter and report filter drop-down list. The options described below use an example where the metric filter is net sales greater than $100 and the report filter is bottom 10 items for sales.

   • Merge report filter into metric applies the report filter criteria to the data first. Then the metric filter is applied to the results of the first evaluation. This is the default setting.
     
     In the example given above, the report filter narrows the result set to only 10 items, and then the metric condition filters out, from those 10 items, any items with a net sales above $100. Only three items are returned. The report contains three rows of data.

   • Merge metric condition into report evaluates the metric filter first, then applies the report filter to those results.
     
     The metric condition returns all items with a net sales above $100, then the report filter takes only the bottom 10 of those items for net sales. The report contains 10 rows of data.

   • Merge into new intersects the metric and report filter. Only those results that meet both the metric filter and the report filter are returned.
     
     The two filters are merged, so that only those items that are in the bottom 10 in terms of sales and that have sales greater than $100 are included. If the other advanced option (Remove related report filter elements, described below) is selected, as it is by default, the report filter is ignored. The filters use the same element (Item), so only the metric filter, for the bottom 10 sales, is applied. The report contains 10 rows of data.

4. By default, the parts of the report filter that are related to parts of the metric condition are removed. Related elements are those elements belonging to any attribute having a parent-child relationship with the attribute on which you are placing conditions. You can instead apply report conditions to a conditional metric, by clearing the Ignore related report filter elements check box.

5. Click OK to return to the Function Editor and continue creating the metric, beginning here.

Related topics

Conditional metrics for steps to create a conditional metric

About metrics for background information about metrics in general

Creating a metric that uses a grouping function for steps to create a metric

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