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Configuring your behaviors

Now you will create a behavior. Behaviors enable you to set custom individual scope for how measure groups are used.

With behaviors, you can:

  • Enforce required selections of values from a field with a measure group.

  • Set which groups you prefer to be used with a measure group.

  • Set which groups you do not want used with a measure group.

  • Set a calendar period to be used by default with a measure group.

Behaviors are optional.

Why configure behaviors?

Like packages, behaviors help you set the scope for how groups are used together. Behaviors enable you to set narrow scope for how individual measure groups are used with other groups.

For example, when we search for fields from the Sales group in Insights, by default, measure results for Gross Profits are aggregated across all time. It would be more useful if you had a more recent period of time applied. You can create a behavior to use one of your calendar periods by default.

Creating a default calendar period behavior

  1. Click Create behaviors.

  2. Under Applies to, select Sales.

  3. Under Behavior type, select Default calendar period.

  4. Under Calendar group, select Order Date.

  5. Under Period, select Latest month.

  6. Click Create.


Navigate to Insights and search for what is the average sales by employee. The matching results now displays a bar chart that compares December 2020 sales to November 2020 sales for this month for each employee. For charts that do not support comparisons, the results for December 2020 are shown instead.

Insight Advisor Insights chart using default calendar period.

An Insights chart displaying a bar chart that shows the average Sales by Employee name. A default calendar period has been applied, comparing December 2020 to November 2020 sale

You can change this default calendar period in Analysis period.