{"id":3455,"date":"2023-04-12T15:33:17","date_gmt":"2023-04-12T15:33:17","guid":{"rendered":"https:\/\/quebit.com\/askquebit\/mdx-filtering-descendants-for-dynamic-set-in-paw\/"},"modified":"2026-01-21T16:27:49","modified_gmt":"2026-01-21T16:27:49","slug":"mdx-filtering-descendants-for-dynamic-set-in-paw","status":"publish","type":"post","link":"https:\/\/quebit.com\/askquebit\/mdx-filtering-descendants-for-dynamic-set-in-paw\/","title":{"rendered":"How do you filter descendants using MDX to create a dynamic set in PAW?"},"content":{"rendered":"<p>For those of you in the Planning Analytics (PA) world \u2013 Have you used any MDX lately? \u00a0(MDX=Multi-Dimensional Expression).\u00a0 The goal of this article is to help you spot additional opportunities for MDX to assist in everyday analysis, reports, and extracts out of a PA model.\u00a0\u00a0 This is a follow-on to an earlier Knowledge Base article on MDX and dynamic views. \u00a0MDX is a term that is thrown around more often now with Planning Analytics (PA) since it is a key component in content from PA for Excel and PA Workspace.<\/p>\n<p>How can MDX \u201cassist\u201d you might ask?\u00a0\u00a0 The main answer is that MDX gives you more flexibility &#8211; &#8211; to build an expression just one time &amp; have it be self-updating, so that it always provides the latest filtered information. \u00a0\u00a0You might think it will take too long to get the hang of MDX, and never get around to any real-world application of it.\u00a0 If that is the case let this article launch you straight in with a helpful example and other suggestions.\u00a0 It will give you the foundation to be hands-on and more quickly build or adapt dynamic set filtering expressions.<\/p>\n<p>MDX can define different building blocks for dimensions or cube data to specify lists or intersections of data respectively.\u00a0 Dimension examples of MDX are: \u00a0dynamic sets (subsets) and Dynamic Report row expansions.<\/p>\n<p>In this example, we want an MDX-based set to refer to a lookup-value in a PA cube as a starting point.\u00a0 Then we will take it a step further to define the set as the Level 0 descendants of that lookup value.<\/p>\n<ul>\n<li>Cube for lookup: Global Variables<\/li>\n<li>Cube lookup Value intersection: Plan Year (global variable) at String (measure)<\/li>\n<\/ul>\n<p>The dimension where we need to filter the set is a time period flavor used in analysis, reporting, and extracts. \u00a0This example relates to a model that has a Plan Year value input in its Global Variables cube.<\/p>\n<ul>\n<li>Dimension to filter: Period Weeks<\/li>\n<li>Elements for set: weeks (of the Plan Year)<\/li>\n<\/ul>\n<p>Note that this particular example can be easily adapted for lookups such as Current Year or Budget Year (or any Current Quarter or Month rollup of weeks).\u00a0\u00a0 Later in the article some other adaptation suggestions will get you thinking about more ways to leverage this filtering!<\/p>\n<p>We will begin working in PAW in the Reports &amp; Analysis section.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-1756 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2021\/09\/X1-min.jpg\" alt=\"\" width=\"474\" height=\"239\" \/><\/p>\n<p>The next step is selecting Create &gt; Book to bring up a canvas &amp; access the model objects.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-1749 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2021\/09\/X2-min.jpg\" alt=\"\" width=\"624\" height=\"94\" \/><\/p>\n<p>This will automatically put us in Design Mode.\u00a0\u00a0 Next is a click on the Databases to scroll among the various dimensions.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-1750 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2021\/09\/X3-min.jpg\" alt=\"\" width=\"568\" height=\"330\" \/><\/p>\n<p>Our goal here is to create a new Set so we will begin by right-clicking on the Sets item underneath the Period Weeks dimension name.\u00a0\u00a0\u00a0 Then hover to the right of Sets &amp; click on the 3 dots that appear.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-1751\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2021\/09\/X4-min.jpg\" alt=\"\" width=\"249\" height=\"24\" \/><\/p>\n<p>We then get a pop-up of two options &amp; will click the Create Set option to open the Set Editor window.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-1752 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2021\/09\/X5-min.jpg\" alt=\"\" width=\"622\" height=\"391\" \/><\/p>\n<p>In the Set Editor, Click on the MDX button in the Current Set pane on the far right.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-1753 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2021\/09\/X6-min.jpg\" alt=\"\" width=\"332\" height=\"23\" \/><\/p>\n<p>We will be using this expression:<\/p>\n<p>TM1FILTERBYLEVEL(TM1DRILLDOWNMEMBER(TM1FILTERBYPATTERN(TM1SUBSETALL([Period Week]) , [Global Variables].([Global Variables].[Plan Year],[Global Variables Measures].[String])) , ALL , RECURSIVE) , 0)<\/p>\n<p>Reminder: it is best to copy-paste plain text into PA (not directly from the web or Microsoft Word, for example)<\/p>\n<p>In the Edit MDX window that opens, type (or paste) the expression and click OK.<\/p>\n<p>As with every MDX expression, syntax is critical (getting all the parentheses, brackets, commas, and dots) in the right places).\u00a0\u00a0 Fortunately in PAW the Set Editor the syntax doesn\u2019t need the additional syntax of curly brackets that we typically have when working with MDX in Architect or as cell text in PA for Excel.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-1754 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2021\/09\/X7-min.jpg\" alt=\"\" width=\"300\" height=\"224\" \/><\/p>\n<p>From the Current Set pane in the Set editor, the dynamic set is then saved under the name \u201cPlan Year weeks\u201d by clicking on the Save button.\u00a0\u00a0 And in the Set Editor we see the resulting filtered list.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-1755 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2021\/09\/X8-min.jpg\" alt=\"\" width=\"616\" height=\"630\" \/><\/p>\n<p>For those curious about how to understand how the nested parts of the MDX expression work, here is a brief breakdown of the functions and their arguments.\u00a0\u00a0\u00a0 We will start at the outsides of the expression (beginning and end) and work our way inward.<\/p>\n<p><strong>TM1FILTERBYLEVEL(<\/strong>\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0filters the expression that follows, and it uses the <strong>0)<\/strong> argument at the end which tells us this will filter or keep just the Level 0 items.<\/p>\n<p><strong>TM1DRILLDOWNMEMBER(<\/strong>\u00a0 \u00a0\u00a0expands out whatever named parent element is defined by the expression that follows and it uses the <strong>ALL, RECURSIVE)<\/strong> arguments to look at All descendants of the rollup and Recursive means to expand out any rollups that occur under the named parent.<\/p>\n<p><strong>TM1FILTERBYPATTERN(<\/strong> \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0provides the value to match to according to the expression that follows.<\/p>\n<p><strong>TM1SUBSETALL( [dim name]<\/strong>\u00a0 gives the pattern matching a starting range of elements to filter among.<\/p>\n<p>Finally, the remaining expression (here it is for a cube intersection) defines what the parent element match or pattern-match will be:<br \/>\n[ cube name ].([ dimname1 ].[element] , [ dimname2 ].[element]<\/p>\n<p>The above example provided another flavor of using MDX to filter the \u201cframe\u201d of a data view based on a dimension &#8211; -in this case all the weeks of a Plan Year.\u00a0\u00a0 MDX filtering doesn\u2019t stop there.<\/p>\n<p>As promised, we\u2019ll now consider some other ways that the above example can be adapted.\u00a0\u00a0 Does your model have other types of Global Variables or various Assumptions?\u00a0 Numeric values in lookup cubes could be useful in filtering to help focus your analysis, reports, or extracts.<\/p>\n<p>Perhaps your model sets a threshold rate assumption (for example a tax rate) and for a Sales Revenue view, you want to list out Regions that carry a lower tax rate than the threshold.\u00a0 Another case might be where you want a view of the forecast and which accounts have been planned above a certain annual materiality threshold.\u00a0\u00a0 As you can see, there are many ways to leverage MDX in PA.\u00a0\u00a0 For some pointers on the threshold type of MDX expression, do check back in the QueBIT Knowledge Base for an upcoming article.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>For those of you in the Planning Analytics (PA) world \u2013 Have you used any MDX lately? \u00a0(MDX=Multi-Dimensional Expression).\u00a0 The goal of this article is to help you spot additional opportunities for MDX to assist in everyday analysis, reports, and extracts out of a PA model.\u00a0\u00a0 This is a follow-on to an earlier Knowledge Base&hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[24],"tags":[38,36,51],"class_list":["post-3455","post","type-post","status-publish","format-standard","hentry","category-ibm","tag-how-tos","tag-planning-analytics","tag-planning-analytics-how-tos"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How do you filter descendants using MDX to create a dynamic set in PAW? - QueBIT<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/quebit.com\/askquebit\/mdx-filtering-descendants-for-dynamic-set-in-paw\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" 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