MicroStrategy | How to create a derived metric on a dashboard

1. Click the name of the dashboard to run it.
2. From the visualization’s Editor panel, right-click the metric to use to create the derived metric, point toShortcut Metric and select the function, such as Running Total, Rank, or Percent Change.
3. If the function that you want to use is not listed, click More Functions.
4. Select the appropriate options to define the derived metric. 
   • For example, if you are creating a running total, select the function to use for the calculation, such as Sum to calculate a running sum or Average for a running average. Then, select how to break the running total. Breaking the running total restarts the total. For instance, you can select an attribute, and the total is restarted for each element in the attribute.

1. Click OK. The new metric is added to the visualization. The derived metric is also added to the dashboard, in the Datasets panel, so that you can use it in other objects on the dashboard.

1. Click the name of the dashboard to run it.
2. On the Datasets panel, right-click the metric to use to create the derived metric, and select New Metric. The Metric Editor opens.
3. Click Switch to Function Editor.
4. Type a name for the metric in the Metric Name field.
5. From the Functions list on the left, browse to and select the function to use to create the derived metric.
   • To display only functions from a specific category in the pane, select the category from the drop-down list.
   • To search for a function, type a function name in the search field.
   • To view a description of a function, hover your cursor over the function.
6. In the pane to the right, select the appropriate options to define the function, as described below. To view more details about the function, including descriptions of the options and examples, click Details at the bottom of the interface.
7. If you selected an aggregation function (also referred to as a grouping function), such as Sum, First, or Maximum, the Level field is displayed. Perform the following steps:
   • Select the metric to group, in the second drop-down list.
   • If the function requires any parameters, they are listed. Select the appropriate options to define each parameter, then click OK to apply your changes. For an explanation of a function parameter, click the Information icon next to the parameter.
   • By default, the function is calculated at the level of the attributes on the visualization on which the metric is placed. You can specify an attribute to use as the level, by selecting the attribute from the Level drop-down list.
     For example, if a visualization contains Region and Category, by default the metric calculates regional and category values on that visualization. If you select Region as the level, the metric calculates the regional revenue values on that visualization; it does not include a breakdown by Category. This allows you to compare revenue across regions.
   • If you selected a non-aggregation function, such as data mining, date, OLAP, and ranking functions, you are presented with options to define the input values (called arguments) for the function, as well as any parameters you can use to determine the behavior of the function. For example, the NTile function has two parameters, Ascending and Tiles. Ascending controls whether the NTiles are ordered in ascending or descending order, while Tiles sets the number of splits. Perform the following steps:
     1. For each argument listed, type a value to use as input values of the function.
        For each parameter listed, type a value or select the parameter value from the drop-down list.
8. By default, the aggregation and subtotal behavior is automatically determined. You can change the behavior, to specify whether the derived metric is calculated using the whole dataset or calculated using the data in the visualization that it is placed on. 
9. Click Save. The new metric is added to the dashboard.

How to create a derived metric on a dashboard: To create a basic derived metric on a visualization Click the name of the dashboard to run it. From the visualization’s Editor panel, right-click the metric to use to create the derived metric, point to Shortcut Metric and select the function, such as Running Total, Rank, or Percent Change. If the …