You can add a prompt to a report to determine what data is displayed on the report based on how the user answers the question. Add recipients and a message. To add a prompt to the Template definition pane in the Report Editor In MicroStrategy Web, if you are creating a new report, open Design Mode. Use a Comparison KPI to indicate the progress towards an objective, like sales and goal. Remove the. Use the Object Browser on the left to locate the prompt to add to the metric's definition. Alerts Editor. The Profit metric is a simple sum of the Profit fact. How to Create an Object Prompt, which allows users to select the objects to include in a report. You can hide the Page Footer in all MicroStrategy Web modes but display it when the document is viewed as a PDF. For filters in the filter panel, after the dynamic default selection is defined, an icon and text ('First N'/'Last N') appear indicating dynamic selection is ON. Year (ID)= 2007. Starting with MicroStrategy 10. On the Upload Successful dialog box, click Share Dossier. The saved file must be a . Follow the prompts to select your visualization type and add data to your visualization. If you select Save report as prompted when you save the report, any subsequent times you open the report (in Editable or Presentation Mode), you will have to answer the prompt. Open a dataset/dossier with the feature to upload answers from files. A prompt is a question the system presents to a user when a report is executed. Choose a prompt. March 4, 2020 at 3:01 PM Adding a prompt in dossier is available only in IOS version? I am using MicroStrategy version 11. Drag the prompt onto the Definition pane at the bottom right, as shown in the image below:Answer: Go with dossier. Create a FreeForm SQL Report and add this nested prompt into it. Value prompts are useful when the result desired on the report is a single value, such as a specific date, a number, or a specific word or phrase. Run the Dossier in Library where the Contents Panel will only display Chapter name when there is only one page: Note: This option will remove the Page name, but the Chapter name will remain in the view. If you are linking to a prompted dossier, choose a prompt and a corresponding answer. csv or Excel file format (. Point to Conditional Formatting, then select Advanced. From the Home menu, select Export, and then select one of the following export formats: PDF: Export the report to an Adobe PDF file. 1 Create and save the prompt. Text can serve as a label for your data or provide background information, a description, or instructions for the dossier. Below are instructions to achieve this in a Report Services Document. To create an object prompt, see Filtering based on metrics, attributes, or other objects: Object prompts. By default, the first prompt from your prompted dossier is selected. Alternatively, you can add documents from a link or by invite. If you do not include any prompt information in the link URL, the target report or document. After all filter qualifications are added to the report filter, the report creator can now execute the report and receive only one prompt. You’ve probably seen gauges in everyday life, such as on the dashboard of your car,. Choose a prompt. Click OK. Always use the value prompt created in step #1. You can narrow the list of functions displayed in the pane by doing one of the following: To search for the function by name, type the. Reset a Dossier. In Answer prompt, choose how your selected prompt is answered:Selectors provide dashboards with interactivity, allowing each user to change how he sees the data. You can type the text to display or drag and drop a dataset object into the text field. Display the current page. x-10. You need to know the type of prompt when. The following image shows a document in PDF View in MicroStrategy Developer, displaying page numbers at the top of the page. 3 Add the prompted. If for example, the user enters 10/08/08, the report will display the month of October 2008. Create as many object prompts as necessary. You are returned to the New Filter page. When created this way, a value prompt is part of the filter’s definition and is not a standalone prompt, so it cannot be added to another filter. How the user answers the question determines what data is displayed on the report when it is returned from your data source. Click Import to preview the contents of the selected file. To Create an Intelligent Cube Using Freeform SQL or Query Builder. If the text field should display the total profit, you can type "Total Profit =" in the text field, and then add the "Profit" dataset object to the text field to insert. To Create and Save a Dossier. Place the "Top 10 Customers vs All" (as is done with an attribute), the "Percent to Total Customers Revenue", and "Revenue" on the report and the result will as shown in the screen shot below: Users can create a report. This article will show you how to create data alerts in MicroStrategy. Once the user accepts a shared bookmark, the shared. See the System Administration Help for details on working with system prompts. How the user answers the question determines what data is displayed on the report when it is returned from your data source. If the text field should display the total profit, you can type "Total Profit =" in the text field, and then add the "Profit" dataset object to the text field to insert. Supports exporting to PDF (10. Use the Account tab to add a new Library. Click 'OK'. Embedded directly in apps, end users have access to their very own AI assistant. This type of prompt allows users to determine how the report's data is filtered, based on attributes in a hierarchy, lists of attribute elements, or metrics. Click More next to the filter and choose Dynamic Selection. mstr file below and deploy it in MicroStrategy Desktop or MicroStrategy Web. A visualization is a visual representation of the data in a dossier, such as a grid, line chart, or heat map. Published: Mar 21, 2023 The "User login" prompt in report filters. The evt parameter in the URL (evt is short for “event”) specifies that event. A hyperlink is functional in PDF View in MicroStrategy Developer and in Express Mode in MicroStrategy Web. Add visualizations and objects to your dossier. 6. To export a report while viewing it: Click the name of a report to display it. Navigate to the appropriate location, name the file, and save it. Any prompt not answered by the passed information is displayed for the user to answer manually. Learn more on Adding a Prompt to a Report. The General preferences page lets you personalize your MicroStrategy Web settings, including the language in which reports are displayed and whether to display Save options that let you save a report as static or prompted. By designing dossiers with prompted datasets, end users will now be able to proactively limit the data load prior to running a dossier. Create a report (report B) with Prompt #1, and place Customer on the template. ApplySimple("Datediff(YY,#0,getdate())", [BIRTH_DATE])Data displayed in MicroStrategy Viewers can be filtered by different criteria. Navigate to and select the file containing the values to be imported. As you can see the Live Connected workflow takes 8 steps while the In-Memory Intelligent Cube takes 4 steps, clearly the In-Memory workflow is faster. You can access and modify function parameters from the following interfaces: Insert Function Wizard: This interface is used to help guide you in the initial inclusion of a function in an expression for a MicroStrategy object. Alternatively, you can also add single quotes around the prompt name in the SQL statement so the prompt answer is applied as a text constant. The prompts supported in the MicroStrategy platform are defined in EnumDSSXMLPromptType. x reports display the 'Metrics' column on the report grids by default. By default, the metrics Compound Profit and Profit Margin do not use a dynamic aggregation function. Refer to the What's New page in the MicroStrategy 2021 Readme. In the Data Source dialog, select Reports. For example, the user can answer the Northeast region or 2002, and the appropriate data is returned from the data warehouse. Create a standalone filter object with an embedded object prompt. For example, object prompts are most commonly placed directly on a report, but can also be placed in the condition part of a metric's definition in the Metric Editor, depending on the type of object in the object prompt. MicroStrategy takes advantage of key Mapbox features that enable dossier authors to create beautiful and performant visualizations. Go to Web, EDIT the document and select ALL objects to display in prompts. Select the 'Prompt answer is required' checkbox in the 'Prompt Generation Wizard'. Browse to the filter you want to convert and click Open. You can add a prompt to a report to determine what data is displayed on the report based on how the user answers the question. Transformations allow you to apply an attribute-element based offset to compare metric data. For a table showing how to add each prompt type to a report, metric, or filter, see Reports: Adding prompts to a report, metric, or filter. Adding a Prompt to a Report A prompt is a question the system presents to a. After running a prompted dossier in MicroStrategy, click Re-Prompt to change your prompt answers. A modern grid is a visualization that allows you to analyze different aspects of data across a common dimension. 6 and later) Additional Features. To create contextual links in your dossier, see the video below. The workflow allows you to tell a story about your data by guiding users to seamlessly navigate across different views and levels of information within the same. From the drop-down, choose your bookmarks. Execute the same Dossier in. The 'Select Objects' dialog box opens. To finish creating the attribute element list qualification, begin at this step. Create a blank dossier or open an existing one. This allows users to be notified of data. Enter the Tooltip text that appears when you hover over the text field or image. 11 will support prompts for end users. xml under WEB-INFxmllayouts. 2. This REST API authenticates a user. A prompt is a question the system presents to a user when a report is executed. If the prompt already has an answer (a filtering condition) in the Selected pane, you can do one of the following: Change. 2 Add the prompt to a report. 5. No user can receive the full report in their mail box or just a link to their history link, opening that link they will see the report with their data. To hide a dataset object, right-click it and choose Hide. ; Follow the prompts to select your visualization type and add data. Each conditional metric contains a copy of employee list (in an IF statement) Employee list filter is moved to a separate metric (Flag metric) Employee list filter is moved to a Filter object. In the top toolbar, click Insert Visualization . Select 'Qualify on a Metric' in the Prompt Editor as shown below: Select the metric 'Revenue', as shown below: Users can follow the same steps to create a numeric or text value prompt. Click Save. evt. You can choose to save the report as a prompted or a static report: To save it as a prompted report, select the Keep report prompted check box. Setting 'Mapping method' to 'Manual' forces users to manually select the source tables that use the expression. x?; Knowledge Base: How to concatenate two. See Using the URL API to Access a MicroStrategy Web Page topic for instructions on how to access both out-of. Add the prompt to a report. For example, you include high-level. txt), uploaded values should be separated with ;. OK, thank you. This video shows you how to add a MicroStrategy dossier to your MicroStrategy Library by using both the Add to Library and Share options. Select one: To create a new security filter, click New. Create a report. For steps. To pass the prompt answer for an element prompt when the attribute has a compound ID, you separate each ElementID with a colon. To perform this customization, users should create an add-on and add it to the report/document execute page. if User A and User Group B are subscribed to a dossier, the subscription creates one job for User A, and a second job for User Group B. SYMPTOM: An attribute element prompt list does not show all of the elements for that attribute, but if the user searches for the missing elements, they do appear. MovingDifference. You need to know the type of prompt when. Input a descriptive phrase in Name. The Prompt Ordering option is displayed after a prompt has been answered at least once. Checked: Show Report LimitsPREREQUISITES: Established connectivity to MicroStrategy. The Metric Formula Editor allows. Click the name of a report to execute it. For Compound Profit to be dynamically aggregated correctly, you change the dynamic aggregation function to Sum. txt, . If the New Filter dialog box is displayed, click the Empty Filter icon. This knowledge base article explains how to pass the dossier’s filter selected elements to answer the prompt of a target report service document using URL API. How to Create a Dossier. 7. Click on 'Finish'. This video shows how to create custom group object in MicroStrategy Web to group attribute elements. The Create New Attribute Form dialog box now appears. Click Cancel, then return to Design View. X In the image below, the Customer State 'Connecticut' was generated using a dynamic-text field:Then, select the other visualizations you want to filter or highlight as targets. Save the report as R1. Select a prompt answer and click Apply. A prompt is a question the system presents to a user when a report is executed. From the Insert menu, select Text. Choose one of the following: Prompt user. It is located in the More section of the Visualization Gallery. Go to File menu > New and choose 'Filter' to launch the filter editor. Select a prompt answer and click Apply. If DHTML is disabled, click the Go icon . Enter the definition of the derived attribute directly into the right pane. There are two ways to create a standard prompt for an MDX cube report. If you. It will prompt for Country, Region and Call Center one by one in different pages. 11 will support prompts for end users. Instruction steps: Create a dossier, insert a text/image box. Use @mention to send the comment to anyone who has access to the dossier page. In the left pane, click All Settings. Browse to and select a previously saved Intelligent Cube on which to build your report. Add a text field using one of the following methods depending on your goal for the text field: •. Choosing any value in the Filter panel will limit the data that is returned on the visualizations or grids. Then make changes on the report as needed, such as: Change sorting; Add View Filter; Add or remove attributes/metrics from the report; Step 2. You can get a list of the prompts that have been applied to a dossier, document or report, together with the definition of each prompt. Navigate to a prompted report and click Insert. Create or edit reports with authoring functionality. Under 'Level…' choose the attribute. You can create a stand-alone prompt, or you can create a prompt that is embedded in a filter. You can add documents to your Library using MicroStrategy Workstation or Web. Creating Powerful (and Beautiful) Dossiers. You can only use objects of one type in an object prompt. To specify a default prompt answer. Right-click the object's header in the report, select Move, and then select To Page-by Axis. The report is saved with active prompts. It will not indicate that the check box is enabled, but this step is mandatory. If you import a large amount of data and do not want to remove unnecessary data columns before importing, you can hide the corresponding objects in the dataset. MicroStrategy Dossier makes it easy to build insightful and engaging dashboards—and with the free-form canvas, the. The null handling options available at each level are exactly the same. Report Services Documents that contain prompts can now be accessed via the Library with an enhanced prompting interface. Select Any other prompts to configure a default "Answer prompt" option for any additional prompts added to the target dossier in the future. Formatting options include font, alignment, borders (including 3D borders and drop shadows), text layout. - push the dataset to Platform Analytics project for further analysis. Open the Filter Editor. Mapbox partners with community mapping. Start building with MicroStrategy to deliver exceptional product experiences. Introduction to Dossier Authoring. In MicroStrategy Web, create a prompted report. Decide a name for your subscription, how often it will update, and its type and recipients. Add data to the report and leverage formatting capabilities in the modern Library interface. Watch on. . Prompt-in-prompt is a feature in which the answer to one prompt is used to define another prompt. To add a prompt to the report, drag and drop the prompt from the All Objects pane onto the report. ) in a visualization by viewing the element's tooltip. Because element prompt answers are matched with prompts using the AttributeID, the order of the prompt answers does not determine the order in which prompts are answered. Using a prompted dossier, you can link to a different dossier to pass prompt answers selected on the source dossier to the target dossier. Click Share to send the bookmarks or copy the link. This option is available starting in MicroStrategy ONE Update 11. Undo the automatic layout by clicking in the ‘click here’ link, like shown in the image below. To export a report while viewing it: Click the name of a report to display it. Add the filter to the report. Start, stop, or restart the Intelligence Server, configure clusters, and disconnect active sessions. Prompts users to choose from all attributes in a hierarchy. The enableCustomAuthentication property is an optional parameter for the create method. Connect to MicroStrategy Web (this example) or MicroStrategy Desktop. MicroStrategy attempts to link attributes that share the same name. 9 release, consumers now have the ability to collaborate with each other via discussion threads or comments that can be made within the dossier/document interface. The mobile placement order follows a “Z-path” (left-to-right and top-to-bottom order). Steps to Create: 1. The function returns the moving difference between current and preceding values. Northwest, Southwest. Hierarchy Qualification Prompt. X in windows machine and I don't see an option to add. Click To to locate the email address of the recipient. Learn how to use an external REST client to run MSTR related REST requests. An attribute may have attribute elements with descriptions that are identical but the ID forms are unique. Create a filter on attribute "Quarter" and click "Prompt. create(props) method to embed a dossier into a third-party web page, you can use the methods described below to communicate between the dossier and the container page. Here you can see how to create a 3-level deep nested prompt that will prompt the user to select a year, then a quarter within that year, then a month within that quarter. Create Dashboard B with the above report with three value prompts for each attribute above. Launch the Prompt Generation Wizard in MicroStrategy Developer by going to File menu > New and choosing 'Prompt'. Open a dossier in MicroStrategy 2019 Update 2 or newer. x users have the ability to save their prompt answers. Configure a Template as the Project Default. In WEB – design mode – you’ll see on the left all your selected objects for the dataset. To create a prompted dossier, you must first perform the following steps in MicroStrategy Web: Create a prompt. You can create derived attributes and drive metrics and groups in dossier. These can be VERY handy for automating your data into a call to action for your users! We will setup a. 5. Click Save As. Ask for data points, data summaries ready for presentation, or even. Specify a name and location for the new security filter and click Save. Add the following Autotext: {&Prompt1&} and {&Prompt2&} as show below: The two prompt AutoText values will correspond with the two Dynamic. This article will show you how to create data alerts in MicroStrategy. Drag the prompt onto the Definition pane at the bottom right, as shown in the image below: Answer: Go with dossier. As images. Create Dashboard A with the above report as the dataset. To create a link from an object on a Grid/Graph or widget, right-click the attribute or metric header in the Grid/Graph and select Edit Links. If you saved the dossier with the option to discard current answers in Web Authoring or Developer, your re-prompted answers are still saved as the latest prompt. This can be a filter on the Filter panel or an in-canvas visualization filter. In MicroStrategy Developer 9. From the drop-down, choose your bookmarks. a worksheet and add two new parameters—one for the attributes and the other for the metrics . Only the prompt ID, instance ID and prompt status are returned when an instance of a prompted dossier or document is created; data is not returned. The system poses the prompt as a question during execution of a dossier, document, or report, and the answer determines the data that is returned. Create the Filter. And leverage the Page-By function to focus your analysis on one element. Both of these techniques are described below: About prompts. You can configure how the prompt details are displayed. Click Re-prompt to select a new prompt answer. Compare a link to a hyperlink, which is a connection in a document to a web page. Value prompts can be created directly in the Filter Editor at the same time you create the filter in which you want to place the value prompt. For information on how each type of prompt can be added to a report, see the table in About adding a prompt to a report. 4. This filter, which will be used on the report, returns the dates between the date selected in the prompt and one month before the prompt answer. You need to know the type of prompt when. Prompts are a platform. Named as F1. Add other objects, such as text, images, and. You can dynamically answer these prompts by clicking on a data point in the source dossier to trigger the target dossier to appear filtered by the selected data point. csv file to keep a record of their settings, or import a previously save file to apply the setting to a project. These code samples also illustrate how to use an add-on to modify the data collection of the application. Description. Use the following table. The report or document presents a prompt question to be answered before the report data is displayed. Create, modify, and delete database instances, connections, and logins. Click Add to Library so you can access the dossier directly from Library in the future. Add recipients and a message. The dossier is included as an attachment in the email. The first dossier page is where you should guide and lead the viewers to dive deeper into your analysis flow. The answers provided for each prompt in the report. Thus, you can display any MicroStrategy Web page’s content from any other context. By adding simple dummy attributes you are able to arrange the columns in a much more tidy form without even touching the. The name of the project. Find the filters created in the above steps and include them in the Selected Objects window. Or, from the dossier toolbar, click the Schedule delivery to History List icon . If you are creating a new report, open the Report Editor. Enter a Form name and Description. In this video I will show you how to create "sandbox reports" using object prompts in MicroStrategy. use the Equals operator and do not add any wildcard character to the. In the Data Source dialog, select Reports. Here’s the Dossier: Let’s link to this in the alert email. Conditions can vary in complexity depending upon the type of threshold that is created. MicroStrategy Developer provides different methods for accessing and modifying function parameters. X in windows machine and I don't see an option to add a prompt in Dossier. 2. Edit All Project-Level Settings. Add a name and an optional description for the dossier. The event or action that you want your MicroStrategy Web product to perform. Metrics represent business measures and key performance indicators, and are similar to formulas in spreadsheet software. Save and run the report. 3. xls, . Create a dossier or chapter filter by dragging attribute and metrics from the Datasets panel to the Filter panel. Users can select prompt answers from one or more attribute elements. Create your metric's formula. You can also display MicroStrategy Web pages within an enterprise or homegrown portal, or any other third-party application by passing the appropriate URL parameters from an embedded inline frame (iframe). An Attribute Qualification prompt can be used in an Attribute form qualification. From the list of available objects, select the objects to be used as default values for the prompt and click on '>' to add them to the list of selected objects. Create a new metric with the same definition of the metric above. Add Content to Your Library. If you want to change permissions for users and user groups, follow the steps in Share dialog box. The following two options can be used in defining each prompt as part of a filter. Observe the selection box next to the text box is automatically changed to "Simple Prompt". A prompt is similar to a filter; both are applied at runtime and customize the. From the Answer prompt drop-down, select how your selected prompt is answered. 3. txt, . You can use custom expressions to create your filter by using the expression editor that can be accessed through the Based On field. To Answer a Prompt by Defining a Filter Based on an Attribute. The text produced from a dataset object. Accept the other default values. Last updated: Jun 30, 2022. Steps to Reproduce. Documents. With 10. In both dossier and documents, you can use panels or layers to move objects to the background or foreground to create a layered effect. Save the report as static, named as StaticReport. Using MicroStrategy Developer, log in to a project connected to an MDX cube source. Starting in MicroStrategy 2021 Update 5, there is an new out-of-the-box, feature-rich, Gauge visualization. With Navigation Bar: Without Navigation Bar: enableCollab – If the value is set to false, the Collaboration. A selector can change panels, the focus of a grid or graph report,. Metric definition: Sum (IF (Employee@ID In (1,2,4,5),Revenue,0)){~+} This is good as a quick solution, since. This setting can also significantly improve the initial loading performance of a dossier. Save the search results to a text file, which is one way to keep track of changes to a project. Then make changes on the dossier as needed, such as: Make filter selections on the Filter panel; Change attribute forms; Add or remove attributes/metrics from the report; Rearrange the order of attributes/metrics; Step 2. Please help. Choose File > New > Filter. ; Click Blank Dossier. A prompt is a question the system presents to a user when a report is executed. How to Interact with a Dossier. To require users to answer the prompt before running the report, select Prompt answer required. To extract a MicroStrategy Dossier, the Dossier ID must be identified. The Gauge chart allows you to showcase data and compare metrics in a clear, creative format. Add this report as a dataset in a Report Services document. Your target visualization can be in any chapter or page within your dossier. Some key benefits include: Mapbox maps use vector tiles instead of image tiles used by many competitors, which enables much smoother and more customizable zooming. For information, see Conditional Metrics. For "Choose from All Attributes in a Hierarchy," "Qualify on an Attribute," and "Qualify on a Metric" prompts, you can also configure how the user can define the attribute or. MicroStrategy Features . Modifying the underlying data source structure requires a new import of the data by using the Replace Dataset. MicroStrategy Workstation allows you to create email subscriptions through Distribution Services. If the New Filter dialog box is displayed, click the Empty Filter icon. Select one of the following: To deliver the dossier as a PDF file, select PDF. All pages in one chapter share the. In free-form layout, we provide an intuitive way to let you visually “group” containers together. This is useful for establishing a link from an external system to the MicroStrategy Web interface. Using the URL API to Access a MicroStrategy Web Page. promptAnswerMode *. To do this, you can switch to PDF View, which opens the Prompt Answer Wizard. Subscribe a Dossier, Document, or Report to a Cache Update In MicroStrategy Workstation you can create cache subscriptions through Distribution Services. To include bookmark caches, check Library Cache and Include bookmark caches. When this feature is enabled, the additional icon appears. For dossier authoring, you should use MicroStrategy Workstation as the local dossier editing tool. Next, you add a. Level prompts are not supported in filters. The new prompt answers are saved as the latest prompt answer in MicroStrategy. Navigate to the Layout Tab. Once you have finished defining the filter, you can answer the. Checked: New line between filter types: Select this to add a line after each sub-expression, to help differentiate between the various filters. 0. In the Data Source dialog, select Reports. The system poses the prompt as a question during execution of a dossier, document, or report, and the answer determines the data that is returned. Create filters qualifications for other attributes in the same way. Click OK. The system poses the prompt as a question during execution of a dossier, document, or report, and the answer determines the data that is returned. When the prompt is used again (on this report or a different one), the personal answer is displayed. When the document is run and the user selects prompt answers, each prompt answer is displayed in the text field. See Using the URL API to Access a MicroStrategy Web Page topic for instructions on how to access both out-of. Add the filter to the Report Filter of the report. Published: Jun 8, 2017. The system poses the prompt as a question during execution of a dossier, document, or report, and the answer determines the data that is returned. In a dossier, open the Datasets panel.