Create an Advanced Subset Definition with Restriction by Value

Restricting an advanced subset definition by value enables you to include categories in the subset that represent the largest or smallest values or values that are greater than, less than, or between specific values in a level.

For example, you are in charge of Finance for a company that sells camping equipment. Every month, you need to present a report that shows the ten best selling products for one of your company's channels. You need to see only those products that are sold through the camping chain channel, so you create an advanced subset definition that includes only these categories.

If you select Measures as the dimension, you cannot create an advanced subset definition with restriction by value.

Procedure

  1. In a Reporter report, click the create advanced subset definition button.
  2. Specify the name, dimension, and categories settings.

    If there are no alternate drill-down paths, the only choice is Primary.

    If you select more than one level, your subset appears as nested levels.

    To see a list of some of the categories that are included in a level in the Level(s) box, right-click the level label and click Sample Categories.

  3. On the Value tab, click New.

    You can also choose an existing value restriction subset definition from the Restrict by Value box.

  4. Select the measure you want to use.
  5. Specify the value restrictions.

    If you are using values from a measure based on a percentage, you must use the decimal format when entering a value. For example, if you are restricting an advanced subset to profit margin values greater than 20 percent, enter .20.

  6. To specify a category for a dimension other than the default dimensions of the report, in the Based on the Dimension Setting box, select a dimension and click the Edit button. Select a category and click OK.

    Changing a category for a dimension applies only to the subset and does not affect the dimension line settings for the report. You can only change the categories for dimensions that have not yet been set. For example, the dimensions selected in previous steps are not available in the Based on the Dimension Setting box.

  7. In the Restrict by Value box, click OK.
  8. In the Advanced Subset dialog box, click Save Subset and click Close.

Results

The subset definition appears in the subset viewer.