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MicroStrategy Functions Reference

Understanding Functions in MicroStrategy

Using functions in expressions

When you define custom group elements through advanced qualification,

you can use two types of functions:

• Logical functions

• Comparison functions

See the following examples.

Example 1: Subtraction ( - )

([Unit_Profit] - [Unit_Cost]) > 500

Example 2: And

([Units Sold] > 500) and ([Unit Profit] > 1000)

To access the custom group element expressions

1 In the MicroStrategy Desktop File menu, point to New and then select

Custom Group. The Custom Group Editor opens.

2 Double-click Double-click here or drag an object from the object

browser to add a custom group element.

3 Provide a name for the new element and double-click Add Qualification.

4 In the Custom Group Options pane, select Add an Advanced

qualification and click OK.

5 The Advanced Qualification pane opens. This is where the expression is

built. The functions are accessed in one of the following ways:

• Click

(Insert Function) in the Definition pane. The Insert

Function wizard opens.

• Type the function name and all required expression syntax directly in

the Enter your formula here box.

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Understanding Functions in MicroStrategy

MicroStrategy Functions Reference

Using functions in expressions

Fact expressions

Facts are objects created by and shared between MicroStrategy users. They

relate numeric data values from the data warehouse to the MicroStrategy

reporting environment. A fact expression defines how a fact is calculated.

The fact expression is part of the Fact Definition component of a fact

structure. You can use functions to create fact expressions, and arguments

that are used in the expressions are columns.

Facts can be defined as:

• Implicit

• Derived

• Heterogeneous

For more information on facts and fact structure, see the

MicroStrategy Project Design Guide.

In the context of MicroStrategy functions, this book discusses derived fact

expressions.

Derived fact expressions can only use single-value functions, including

simple arithmetic operators (+, -, /, *). See the following two examples.

Example 1: Subtraction ( - )

([UNIT_PRICE] - [UNIT_COST])

The fact Unit Profit is defined using the table columns Unit_Price and

Unit_Cost and a simple mathematical operator, subtraction.

Example 2: Multiplication ( * )

([QTY_SOLD] * ([UNIT_PRICE] - DISCOUNT))

The fact Revenue is defined using three table columns and two arithmetic

operators, subtraction and multiplication.

Both examples can be found in the MicroStrategy Tutorial project in the

following folder: MicroStrategy Tutorial/Schema Objects/Facts.

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MicroStrategy Functions Reference

Understanding Functions in MicroStrategy

Using functions in expressions

To access fact expressions

For a new fact with an expression

1 In the MicroStrategy Desktop File menu, point to New and then select

Fact. The Fact Editor opens two pages: Fact and Create New Fact

Expression.

2 The Expression page is where the expression is built. The functions are

accessed in one of the following ways:

• Click

(Insert Function) in the Definition pane. The Insert

Function wizard opens.

• Type the function name and all required expression syntax directly in

the Enter your formula here box.

For an existing fact

1 Select an existing fact in the MicroStrategy Desktop main screen. Then

right-click and select Edit from the shortcut menu. The Fact Editor

displays with the selected fact loaded.

2 Click New to add a new expression to the fact, or select an existing

expression and click Modify. The Create New Fact Expression or

Modify Fact Expression page displays.

3 Build an expression by using functions in one of the following ways:

• Click

(Insert Function) in the Definition pane. The Insert

Function wizard opens.

• Type the function name and all required expression syntax directly in

the Enter your formula here box.

You can use either the Fact Editor or the Fact Creation Wizard to

create facts; however, only the Fact Editor allows you to use advanced

expressions to define the fact.

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Understanding Functions in MicroStrategy

MicroStrategy Functions Reference

Using functions in expressions

Filter expressions

A filter specifies the conditions that data must meet to be included in the

report results. In SQL, a filter is specified after the WHERE clause. A filter

can be a report object, that is, a report filter, a report limit, or a view filter,

that restricts the data returned or the display or view of data on a report. For

detailed information on report filters, refer to the MicroStrategy Advanced

Reporting Guide.

A filter can also be a metric qualifier created using custom expressions

employing functions. It is used as the optional condition component of a

metric. You can create this type of filters by using the Advanced Qualification

dialog box within the Filter Editor. Only the following types of functions can

be used in filter expressions:

• Logical operators

• Comparison operators

Single-value functions can be used at the sublevel in a filter

expression, as long as the root node is a logical or comparison

function (see Example 1).

Example 1: Greater than ( > )

((Revenue - Cost) > “5000”)

This example uses a simple comparison operator to create a filter to limit the

display of profit to values greater than $5,000.

You can achieve the same result by using a set (metric) qualification

on a compound metric (such as the one in the example defined as

Revenue - Cost). The custom filter expression is used here for

illustration purposes. It is up to you which method you prefer to use.

Example 2: ApplyComparison

ApplyComparison("#0 between #1 and #2", ?[Value Prompt

Date], [Order Date]@ID, [Ship Date]@ID)

ApplyComparison is commonly used to create custom filters. In this

example, the filter compares a user-entered date to see if it is between the

Order_Date and the Ship_Date.

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MicroStrategy Functions Reference

Understanding Functions in MicroStrategy

Using functions in expressions

To access an advanced filter qualification

1 In the MicroStrategy Desktop File menu, point to New and then select

Filter. The Filter Editor is displayed.

2 In the Filter Definition pane, double-click Double-click here to add a

qualification or drag an object from the Object Browser. The Filtering

Options pane is displayed.

3 In the Filtering Options pane, select the Add an Advanced qualification

option. Then click OK. The Advanced Qualification pane is displayed.

4 Select Custom Expression from the Option list. Then use the Custom

Expression box to build and validate your custom filter. Access the

functions in one of the following ways:

• Expand the Functions and Operators folder using the drop-down

list or folder list. Then expand the Functions, Operators, or Plug-In

Packages folder to access the various categories of functions and

operators.

• Click

(Insert Function) in the Definition pane. The Insert

Function Wizard opens.

• Type the function name and all required metric syntax directly in the

Enter your formula here box.

Subtotal expressions

Subtotals allow you to dynamically control the computation and display of

report data within desired groupings. Subtotals are applied to report metrics

to calculate totals and for dynamic aggregation.

The standard predefined subtotal functions, which are automatically

available for use with every metric and report, are simple aggregate functions

that satisfy many subtotaling requirements. If they do not answer your

particular needs, you can create a user-defined subtotal using the Subtotal

Editor or through the SDK. User-defined subtotals allow you to develop your

own subtotals, using single-value functions or group-value functions.

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Understanding Functions in MicroStrategy

MicroStrategy Functions Reference

Using functions in expressions

Both predefined and user-defined subtotals can be applied to reports from

the Subtotals/Aggregation tab in the Metric Editor.

For more information on subtotals and the procedures for creating

and applying them, refer to the Reports chapter of the MicroStrategy

Advanced Reporting Guide or the MicroStrategy online help.

Example: Division ( / )

Sum(Sum(x*[Units Sold]){Year}/Sum([Units Sold]){Year}){}

To access functions in the Subtotal Editor

1 Log in to a project.

2 In the MicroStrategy Desktop File menu, point to New and then select

Subtotal. The Subtotal Editor displays.

3 The Subtotal Editor is very similar to the Metric Editor. To access the

functions used to create a new subtotal, you can do one of the following:

• Expand the Functions and Operators folder using the drop-down

list or shortcut list in the Object Browser pane. Then expand the

Functions, Operators or Plug-In Packages folder to access the

various categories of functions and operators.

• Click

(Insert Function) in the Definition pane. The Insert

Function wizard opens.

• Type the function name and all required subtotal syntax directly in the

Enter your formula here box.

Transformation expressions

Transformations are schema objects that use business rules to compare

values at different time periods. A typical example of this type of analysis is a

TY/LY comparison (This Year versus Last Year).

Transformations are schema objects; therefore, you must have the

appropriate privileges to create or modify them.

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MicroStrategy Functions Reference

Understanding Functions in MicroStrategy

Using functions in expressions

There are two types of transformations: expression-based and table-based.

Single-value functions can be used in expression-based transformations, and

specifically in the definition of member expressions. These expressions

define how (and from where) the information is retrieved for the

transformation of the specified attribute.

For more information on transformations and their components,

refer to the MicroStrategy Advanced Reporting Guide or the

MicroStrategy online help.

To access functions in transformations

1 In the MicroStrategy Desktop File menu, point to New and then select

Transformation. The Transformation Editor is displayed. The Select

Member Attribute dialog box also opens.

2 Select the attribute on which to base the transformation. Then click OK.

The Expression Editor opens.

3 Build an expression for the transformation of the selected member

attribute, accessing functions in one of the following ways:

• Click

(Insert Function) in the Definition pane. The Insert

Function wizard opens.

• Type the function name and all required expression syntax directly in

the Enter your formula here box.

Adding functions to expressions with the Insert Function

Wizard

The Insert Function Wizard is available wherever functions are used. It

guides you through the process of selecting a function, choosing the data on

which the function acts, and setting the available parameters.

Understanding Functions in MicroStrategy

MicroStrategy Functions Reference

Using functions in expressions

To build an expression using the Insert Function Wizard

For detailed information on each page of the Insert Function Wizard,

refer to the MicroStrategy online help and search for “Using the Insert

Function Wizard”.

1 Click the

Insert Function button to access the wizard. The Select

Function page of the Insert Function Wizard is displayed.

2 Navigate through the folder structure to the function you want to use.

Select the function and click Next to continue. The Arguments page

opens.

When a function is highlighted, its syntax and a short description

are displayed in the lower left corner of the window.

3 Include the arguments for your function by typing the values or names of

the arguments or by browsing for the arguments:

• Type the appropriate values or name of the arguments into the

available boxes.

MicroStrategy Functions Reference

Understanding Functions in MicroStrategy

Using functions in expressions

• Click the

(ellipsis) button. The Open dialog box opens, which is a

standard Windows dialog box for file selection.

Select the argument on which the function acts. Click open to select

the argument and return to the Insert Function Wizard.

4 Click Next when you have provided all arguments. The Parameters page

is displayed (if applicable).

For group-value metrics such as Count, Min, and Max, standard

parameters (Distinct, NULL, and FactID) display together on the only

page available, called Parameters. The default for FactID is (Nothing),

meaning that the calculation searches for the input argument from the

lookup table. Otherwise, make a selection from the pull-down list to

force the calculation to look in another table.

5 Set the values of the parameters.

6 Define the SortBy and BreakBy parameters in their separate windows, if

applicable.

7 Click Finish. The expression built through the Insert Function Wizard

displays in the appropriate editor.

Parameter values are displayed only if you have set your view to

Show Function Parameters and have modified a parameter from

its default setting.

Understanding Functions in MicroStrategy

MicroStrategy Functions Reference

How MicroStrategy processes functions

MicroStrategy Intelligence Server has an engine component, which

comprises the following:

• SQL Engine: generates the SQL and associated logic for functions

performed by the database, and communicates with the Analytical

Engine as necessary.

• Query Engine: sends the SQL generated by the SQL Engine to the data

warehouse for execution.

• Analytical Engine: extends the capability of the system beyond what the

RDBMS provides. For example, it performs complex calculations on a

result set returned from the data warehouse, such as statistical and

financial functions, subtotal calculations on the result set, metric

calculations that are not or cannot be performed using SQL, such as

complex functions, and so on.

Types of function processing

Functions supported by the Intelligence Server are of three types:

• Those that can be processed only by the Analytical Engine, such as

finance functions.

If the Analytical Engine does not support a given function, a compound

metric containing the function cannot be smart metric enabled. This is

because smart metrics change the default order of metric evaluation and

only the Analytical Engine can support such a change.

• Those that can be processed only by the database, such as date-and-time

functions.

If a database platform does not support a given function that can only be

processed by the database, that function cannot be calculated. For a list of

functions supported for each certified database type, see Appendix A,

MicroStrategy and Database Support for Functions.

• Those that can be processed either by the Analytical Engine or by the

database.

If the database can perform the calculation, the SQL Engine sends the

instructions to the database; otherwise, the Analytical Engine processes

the task.

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