Determining financial line items using filters

As described in Storing financial data , all financial data is represented with a single fact column. In MicroStrategy, a filter is required to determine how data is related to each financial line item displayed in the report.

This can be achieved by creating a filter for each financial line item. Each filter is defined as an attribute qualification, with the following definition:

LevelN (ID) Exactly Value

In the definition provided above:

LevelN is the lowest level attribute used to define the hierarchical organization of the financial line items, as described in Creating tables to provide hierarchical organization.
Value is the value that corresponds to the financial line item, as defined in the relationship table created in Creating tables to provide hierarchical organization.

For example, in Creating tables to provide hierarchical organization, level attributes and a relationship table were created to build the organization of the report shown below.

Revenue is displayed in the report along with other financial line items. In the relationship table for this example, the value for the ID column of the lowest level attribute (Level3) that is associated with the Revenue financial line item is -14. So the filter definition for this line item is as follows:

Level3 (ID) Exactly -14

You can use the relationship table you created in Creating tables to provide hierarchical organization to determine the value for each financial line item, and then use this information to create a filter for each financial line item. For details to create filters, see the Basic Reporting Guide and the Advanced Reporting Guide.