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Advanced Techniques: Creating Condition Steps

One type of selection step that you can create is a condition step. Most people don’t need to perform this task.

You specify that members are selected from a column based on a condition. The condition can be one of various types including based on measures or on top/bottom values. This member list is dynamic and determined at runtime. For example, you can select the top 5% of members based on Brand Revenue. For the general procedure for creating selection steps, see Creating Selection Steps.

To create a condition step: 1. Open the analysis for editing. 2. Select the Criteria tab.

3. Display the Selection Steps pane by clicking Show Selection Steps Pane on the toolbar.

4. Click Then, New Step, then select Apply a Condition.

5. In the New Condition Step dialog, select the type of condition to create, as described in the following table.

Type Description

Exception Select members using comparison values for measure columns. A sample condition is "Sales > Cost +10%."

Top/Bottom Select the specified number of members after ranking the members by the specified measure column. You can specify an exact number of members or a percentage of the total members. Sample

conditions are "Top 10 based on Sales" and "Top 5% based on cost. Match Select members based on matches with text strings and attribute

values. A sample condition is "Name contains abc." This type is available only for columns that have a data type of string.

Time/Ordinal Select members based on ranges of time and on hierarchical levels. A sample condition is "From July 2012 to December 2012." This type is available only for columns with a data type that relates to time.

The components in this dialog differ slightly, depending on which type you select. 6. In the Action box, select the type of action to create for the members. You can select

to add the selected members to the selection, keep only the selected members and remove all others. Or, you can select to remove the selected members from the selection.

7. In the box beside the action type, select the column for whose members you are creating the condition step.

8. Enter the appropriate values for the various fields of the dialog.

For example, select the Operator based on the type of condition. For example, select Within for the Exception type.

9. Use the Override with box to specify whether an analysis prompt, a dashboard prompt, or a variable can override the values that you specify in this condition. Depending on what you are overriding, you can override certain values with a prompt, a presentation variable, a session variable, or a repository variable. If you select a variable type, then enter the name of the variable in the field. For example, suppose that you have a column called EMPLOYEE_ID. You can specify USER as the session variable with which to override the value of that column. When a user signs in, the column value is set to his user name. For more

information on variables, see Advanced Techniques: Referencing Stored Values in Variables.

In a list of steps, specify that only one step in the list can be overridden by a prompt or presentation variable.

10.In the For area, qualify all of the dimensions of the analysis other than the dimension whose members you want to select.

Do this when creating condition steps of type Exception or Top/Bottom. For each dimension, you select which of its members to include. You can select specific members, or All, which specifies to aggregate the members when creating the condition. For example, suppose that you are qualifying the Region dimension. You can select a specific region, such as East, whose value is used in the New Condition Step dialog condition. If you select All, then the values of all regions are aggregated and used in the condition.

You can use the For area to create a qualified data reference (QDR). A QDR is a qualifier that limits one or more of the dimensions to retrieve a single value for a

Refining Selections of Data

measure column. A QDR is useful when you want to temporarily reference a measure column value without affecting the current status of the dimensions. The following is an example of a QDR:

Add members of Total Products (Rgd Sk Lvl) where "A - Sample Sales"."Base Facts"."1- Revenue", For: Cust Segments Hier: 'Active Singles', 'Baby Boomers' is greater than "A - Sample Sales"."Base Facts"."1- Revenue", For: Cust Segments"

When you specify a QDR, you can specify multiple members for limiting the dimensions. When you specify multiple members, the measure column value is aggregated using the default aggregation. For example, suppose that you want to create a condition for displaying those Regions in which Units is greater than 100. Suppose that you create a QDR for the Year dimension that specifies 2010 and 2011 and that the default aggregation is Sum. If the values for 2010 and 2011 for the Central region are 50 and 60 respectively, then both those years are displayed. Their sum exceeds the 100 units that were indicated.

11.Click OK.

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