Report Services Document Analysis Guide - MicroStrategy

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Exploring Your Data with Visual Insight Analyses Report Services Document Analysis Guide
• Export the analysis (see Exporting an analysis, page 164 for
instructions)
• Send the analysis in an email (see Emailing the analysis, page 165 for
instructions)
• Schedule the analysis to be sent to the History List (see Scheduling an
analysis to be sent to the History List, page 167 for instructions)
Filtering data on an analysis
You can filter the data displayed in a Visual Insight analysis, to display only
the information that you require. For example, an analysis displays sales
data for several different product categories, from 2007 to 2010. You can
filter the data in the grid to only display sales data for books and movies in
2010.
You can filter data based on:
• The elements of an attribute: The elements of a business attribute are the
unique values for that attribute. For example, 2006 and 2007 are
elements of the Year attribute, while New York and London are elements
of the City attribute. You can filter based on a list of attribute elements
belonging to an attribute. For example, the attribute Customer has
elements which are individual customer names. For a report containing
the attributes Region, Customer, and Income Range, you can use an
attribute element list qualification on the attribute Customer to obtain
income data for only those customers that you specify in your filter's list.
• The value of a metric: You can filter data by restricting the attributes in
the set based on the value, rank, or rank percentage of a metric associated
with the attributes. For example, a store manager wants to see sales
numbers for products whose current inventory count falls below a certain
level. A metric set qualification lets the manager restrict data based on a
set of attributes, in this case certain products, based on a metric value,
rank, or rank percentage, in this case, inventory count below a certain
level.
When you filter the data in an analysis, you can choose to include or exclude
data for selected attribute elements. By default, when you choose to include
or exclude data in a visualization, the Filters panel is automatically updated
to reflect your selections. If you filter data using elements from multiple
attributes, your selections are listed as local filters in the Local Filter panel.
For example, you choose to display data only for books sold in 2010 or
156 Filtering data on an analysis © 2012 MicroStrategy, Inc.