Creating a transformation shortcut metric

Shortcut metrics are a quick way to add new metrics based on the existing metrics of a report.

Transformation shortcut metrics apply offset values, such as "four months ago," to the selected attribute. The offset value is called a transformation. Use transformation shortcut metrics to compare current values for a given metric against corresponding values for that metric across a time period.

For example, if you add a Last Year transformation to a revenue metric, the new shortcut metric calculates last year's revenue.

Note: Transformations are schema objects and therefore only a project designer with schema object privileges can create them. For more information on transformations, see the MicroStrategy Project Design Guide.

Prerequisites

To create a transformation shortcut metric

  1. Click the name of a report to execute it. The report must be in either Grid view or Grid and Graph view.

  2. Right-click the column(s) or row(s) to use to create a transformation metric.

  3. Select Insert Metric and point to Transformation. A menu opens with the following options. Select the transformation interval in which the selected column or row is to be displayed:

A new column of metric values is displayed on the report.

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