The New Prompt page opens. For example, you can include metrics or attributes in a single object prompt, but not both. If the prompt already has an answer (a filtering condition) in the Selected pane, you can do one of the following: Change. If you have a Distribution Services license, you can subscribe multiple users to an individual report or document through MicroStrategy Web (see To Create a Subscription in MicroStrategy Web). You can search, view, and edit all project-level settings. To move the HTML container, click and drag the HTML container to the appropriate location in the dossier. The report or document presents a prompt question to be answered before the report data is displayed. This can be seen in the screenshot below. Visit the data visualization and data dashboard galleries for inspiration. This functionality allows users to search for specific elements within the prompt available answers. For Compound Profit to be dynamically aggregated correctly, you change the dynamic aggregation function to Sum. Use Case 4. Create as many object prompts as necessary. Choose Add Data > Existing Dataset to add data. 1. Prepare file with the answers. If you want to assign different formatting. Enable "Prompt Titles and Descriptions" by selecting the box. Open the Workstation window with the Navigation. For an introduction to prompts, how prompts save the report designer time, and how prompts work with MicroStrategy security filters, see the. View the dossier in Presentation Mode. The value prompt is designed to return report results based on the data type assigned to the data in your data source. Add recipients and a message. 7. Start building with MicroStrategy to deliver exceptional product experiences. If you created a new dossier, you must save the dossier before adding an existing dataset. This. Open the dossier you want to modify. In a dossier, open the Datasets panel. Creating Powerful (and Beautiful) Dossiers. 4 Hotfix 5. 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. The Attribute element prompt is the most restrictive, allowing users to choose from the fewest number of attribute elements to define their filter criteria. txt, . 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. These can be VERY handy for automating your data into a call. Click the arrow icon at the top right of the title bar to display a list of options, then select one of the following: To use the selector to. From the Home menu, select Export, and then select one of the following export formats: PDF: Export the report to an Adobe PDF file. Add the filter that contains both prompts to generate the date prompt. 1. 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. Hover over an element in the visualization. 11 will support prompts for end users. A threshold is made up of two parts: the condition and the formatting you apply to the values that meet the condition. Create a FreeForm SQL Report and add this nested prompt into it. Save and run the report. When the prompt is used again (on this report or a different one), the personal answer is displayed. x and above, the interface offers a search option followed by a Match Case check box. MicroStrategy 10 Dossier (dashboard) enables dynamic links to reports with passing parameters. Watch on. In MicroStrategy 10. Specify a name and location for the new security filter and click Save. Select a prompt answer and click Apply. The Security Filter Editor opens. 2. Prompt-in-prompt is a feature in which the answer to one prompt is used to define another prompt. This "How to" technical note describes a way to hide the metrics columns from a document grid in MicroStrategy 10. Add the prompted report to the document as a dataset. You need to know the type of prompt when. You can specify a minimum value even if you do not specify a maximum value. Choose Add Data > Existing Dataset to add data. Enable the Show attribute names parameter. From the drop-down, choose your bookmarks. Create a new metric with the same definition of the metric above. To allow more flexibility, the check box allows the user to restrict the search results only to those. 1 Create and save the prompt. To Answer a Prompt by Defining a Filter Based on an Attribute. KB440232. 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. Add the object prompt in the Report Filter. Interact with the engaged MicroStrategy Community to get answers to all your questions and collaborate for solutions. You can register event handlers for the events that are automatically raised when a. Filters in MicroStrategy are built from Attributes. Create a report. Drag and drop the attribute Category from the Object Browser into the Report View: 'Local Template' section to break the report into pages. These types of reports give users the ability to create. Create Dashboard A with the above report as the dataset. Open the Workstation window in smart mode. View the image below to find the box on the Web page. By default, the first prompt from your prompted dossier is selected. If you want to change permissions for users and user groups, follow the steps in Share dialog box. 2. 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. Next, you add a. OR, to convert an existing filter into a security filter, click Import. In addition to dynamic URL links, you can add contextual dossier links to your card header or image widget of the card body for enhanced analysis. If you do not want this dialog box to be shown in the future, select Don't show. Click the three dots toggle on the top right of the above text box, select Create Links. For instructions, see How to Create a Report. ; In Answer restrictions, set the minimum and maximum values that can be entered by the user. For steps to include a prompt on a report, see Reports: Adding prompts to a report, metric, or filter. For example, a user would like to specify the date format as DD/MM/YY. 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. How to Subscribe to a Dossier Step 1. x, prompted text cannot be displayed in a Report Services document unless the prompt is in the dataset of the document. 4. The following examples show how datasets are joined. Using MicroStrategy Distribution Services you can deliver a report or document to your user and for each user you can specify the correct prompt answers. Add Navigation to an Embedded Dossier. Run a report with the prompt answers that you wish to use for the personal view. For documents, you can return to your last document by creating a back-button arrow or navigation bar. You can add documents to your Library using MicroStrategy Workstation or Web. You can use custom expressions to create your filter by using the expression editor that can be accessed through the Based On field. To finish creating the attribute element list qualification, begin at this step. Display the current date and time. The Apply functions are not meant to take. Understanding a percentage-based canvas and responsive design can help you build a dossier that looks great on most screens. For steps, see the Basic Reporting Guide. In MicroStrategy Developer, from the File menu, select New, and then choose Report. To create a conditional format based on the contents of a text field. Prompt information parameters are added to manually created link URLs. x-10. 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. The Links Editor opens. Metrics represent business measures and key performance indicators, and are similar to formulas in spreadsheet software. 11, dossiers and documents containing prompts can be added to MicroStrategy Library. 3. This can be seen in the screenshot below. 3. Select Any other prompts to configure a default "Answer prompt" option for any additional prompts added to the target dossier in the future. This allows your users to hover over a keyword on a website and jump directly to a MicroStrategy dossier automatically filtered to the keyword on the card. You are returned to the New Filter page. Add Direct Links when Using Dossier in MicroStrategy 10. Accept the other default values. A selector can change panels, the focus of a grid or graph report,. However, since a text prompt cannot be directly incorporated in a report object, it must be embedded in a metric. x. Define if Dataset should be searchable. Add StaticReport as Dossier's. Choose Add Data > Existing Dataset to add data. Click Open to close the Choose File to Upload dialog box. (See Example 1: Same attributes, same filter) Example 2: Same attributes with different element values. Choose File > New > Filter. In MicroStrategy Web, open the document in Design or Editable Mode. For example, a transformation metric can help a user compare last month's revenue to this month's revenue. It is located in the More section of the Visualization Gallery. You must create and save a dossier before you can save visualizations of your data. Choose a prompt. Open the Filter Editor. By designing dossiers with prompted datasets, end users will now be able to proactively limit the data load prior to running a dossier. Reset a Dossier Click Reset to return to the original view of the dossier after performing several dossier manipulations, like drilling, using selectors, or adding reference lines. If other links are already displayed in the Links Editor, click New to create a new link. From the Schedule drop-down list, select a schedule or event to use to send the dossier to the History List. 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. Gauge chart for MicroStrategy Dossier You can easily create gauge chart using metrics and format it as you want. In this video I will show you how to create "sandbox reports" using object prompts in MicroStrategy. This subscription allows a report or document to be run as quickly as possible using the latest available data without query the data warehouse. The link can pass parameters to answer any prompts that are in the target. Related articles from the Community: Knowledge Base: Free-form layout in Dossier; Knowledge Base: Best Practices for Creating responsive DossiersThis procedure assumes that you are familiar with creating a conditional metric. 1 and higher, when creating a report with an element prompt and defining an advanced sorting on the selected element in the prompt as the criteria. Advanced Prompts: Enabling User Input. Use @filter or click filter in the comment panel to. You can add multiple datasets. If the prompt already has an answer (a filtering condition) in the Selected pane, you can do one of the following: Change. x reports display the 'Metrics' column on the report grids by default. The event or action that you want your MicroStrategy Web product to perform. In the Navigation pane, click next to Dossiers. evt. 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. How to Interact with a Dossier There can be a number of ways to interact with dossiers, but the most common way is by selecting values on the Filter panel (to the. If you are on a folder page, click Create on the icon bar on the left, then select New Metric. 5. Click To to locate the email address of the recipient. MicroStrategy Dossier makes it easy to build insightful and engaging dashboards—and with the free-form canvas, the. Modifying the underlying data source structure requires a new import of the data by using the Replace Dataset. These code samples illustrate how to pass prompt answers through the URL rather than from the Web interface of the application. Release the mouse button to place the HTML container in the. Prompts users to choose from all attributes in a hierarchy. The Profit metric is a simple sum of the Profit fact. Method 1: Using the auto text “Prompt Details” Edit the document and go to Insert-> Auto text-> Prompt Details. In MicroStrategy Web, open the document in Design Mode. Here is a sample workflow for using REST APIs to answer prompts: Create an instance of a dossier, document or report. MicroStrategy URL Parameters. 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. 4. The option is now displayed. In the left pane, click All Settings. The following image shows a document in PDF View in MicroStrategy Developer, displaying page numbers at the top of the page. Navigate to and select the file containing the values to be imported. Create a blank dossier or open an existing one . A modern grid is a visualization that allows you to analyze different aspects of data across a common dimension. Prepare file with the answers. Go to the component 'Database Classes' and dispatcher 'SQL Trace'. Check that the HTML code is rendered properly. Also, if you edit a prompted report and add another prompt to it. The name of the project. Creating Powerful (and Beautiful) Dossiers. a worksheet and add two new parameters—one for the attributes and the other for the metrics . x-10. The option is now displayed. Create a Dossier from a report with a prompt. From the toolbar, select Run Report. This can be a filter on the Filter panel or an in-canvas visualization filter. Browse to and select a previously saved Intelligent Cube on which to build your report. Type the pop-up text in the Tooltip field. You’ve probably seen gauges in everyday life, such as on the dashboard of your car,. 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. This is a single-value function. Add the filter to the report. Command Manager allows administrators to: Add, remove, or modify users or user groups. You can hide the Page Footer in all MicroStrategy Web modes but display it when the document is viewed as a PDF. 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. Choose File > New Prompt. Using a new metric which is created with a value prompt, users can view their. The JavaScript Embedding API allows you to quickly integrate dossiers into a web application in a responsive manner. View links to support or legal, or utilize advanced settings. MicroStrategy usually retrieves attributes by their ID (if desired the description can be associated with it); therefore the default order is the warehouse order. required Specifies whether this prompt is required or. Choose whether you want to Pass the filter conditions to the target page. General Preferences. The following describes the process of extracting a Dossier ID using MicroStrategy Developer. ; Click Blank Dossier. A prompt is a question the system presents to a user when a report is executed. A prompt is a question the system presents to a user when a report is executed. Comment on a Dossier. Steps to import prompt values from a file. You are a financial analyst and want to build a grid to analyze each region’s performance across different set of products, like home equity loans and certificates of deposit, all in the same view. Alternatively, you can add documents from a link or by invite. Save the report as R1. key Unique identifier of the prompt. The Conditional Formatting dialog box opens. For example, the user can enter information such as the. Request a demo. The following steps to reproduce pertain to MicroStrategy Web 10. In MicroStrategy Web, create a prompted report. Add the prompt to a report. txt), uploaded values should be separated with ;. Add a name and an optional description for the dossier. Value Prompt, which allows users to select a single value, such as a date or a specific text string, to filter the report's data. Run a Dossier with the prompt answers that you wish to use for the subscription. In such situations, it may be beneficial to display all the same descriptions together and sort the ID in a particular manner, ascending or descending. Open the dossier you want to modify. The mobile placement order follows a “Z-path” (left-to-right and top-to-bottom order). This video shows how to do that with Customer Group in MicroStrategy Web. 3. Click the arrow next to Report Home, then click Create Personal View. MicroStrategy Tutorial may not contain information for the current date; if the report does not return any data, adjust the dates accordingly. For steps to save a prompt after you create it, see How to Save a Prompt. A dossier is a rich analytic story. This example shows that for the attribute form of customer's last name, you can use the single-value function, InitCap, to make the first letter capitalized and all other letters in lower case. Add data to the report and leverage formatting capabilities in the modern Library interface. Run the report and it will prompt the user to select a date. Create your metric's formula. xlsx). Year (ID)= 2007. 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. How the user answers the question determines what data is displayed on the report when it is returned from your data source. How to Create a Dossier. 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. String functions perform various actions that modify the characters returned for a string of characters. Idea: Ability to hide chapters and pages on Dossiers based on user access. The following two options can be used in defining each prompt as part of a filter. Choose File > New > Filter. 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. However, since a text prompt cannot be directly incorporated in a report object, it. Northwest, Southwest. Once you have finished defining the filter, you can answer the. 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. The answers provided for each prompt in the report. Select 'Qualify on a Metric' in the Prompt Editor as shown below: Select the metric 'Revenue',. The line breaks are introduced by following setting: Project Configuration > Project definition > Documents and Reports > Report details properties > include Prompt Titles. And leverage the Page-By function to focus your analysis on one element. You can also share bookmarks by going to Share > Share Dossier. If you are creating a new report, open the Report Editor. Point to Conditional Formatting, then select Advanced. Select the prompt to modify and click the up or down arrows to change. Enter the Tooltip text that appears when you hover over the text field or image. For details on prompts in general and the various types of prompts, see Types of Prompts. In the Data Source dialog, select Reports. In MicroStrategy Web, if you are creating a new report, open Design Mode. The report or document presents a prompt question to be answered before the report data is displayed. From the Home menu, select Export. In MicroStrategy Developer, go to File > New > Metric. Starting in MicroStrategy 2021 Update 9, you can also set this formatting at the dossier level using the Editor panel. A prompt is similar to a filter; both are applied at runtime and customize the. Supports adjusting fonts to match Dashboard default. An attribute may have attribute elements with descriptions that are identical but the ID forms are unique. You can use the Metric Formula Editor to create or edit a metric, which is a calculation performed against the data in the data warehouse. 8. xml, as well as the Event Handlers Reference. Create a report with the attribute and the attribute element 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. By default, the first prompt from your prompted dossier is selected. A prompt is a question the system presents to a user when a report is executed. The user can also write the SQL Trace to a new log file by selecting the option from the drop down. This provides spacing, making complex filter definitions easier to read. For example, these functions can aid in the creation of attribute forms by combining multiple columns of. 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. 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. Metric definition: Sum (IF (Employee@ID In (1,2,4,5),Revenue,0)){~+} This is good as a quick solution, since. Add a new security filter to the. To export a report while viewing it: Click the name of a report to display it. Create Email Subscriptions. 2. 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. 9) Arrange the prompts on the grid as you see fit. 4. Choose whether you want to Pass the filter conditions to the target page. The null handling options available at each level are exactly the same. The target visualizations only display data that also appears in the source. For an introduction to prompts, how prompts save the report designer time, and how prompts work with MicroStrategy security filters, see the. This is a filter which contains a prompt on an attribute element list. An Attribute Qualification prompt can be used in an Attribute form qualification. You can create a stand-alone prompt, or you can create a prompt that is embedded in a filter. On the Upload Successful dialog box, click Share Dossier. 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. Change the formatting of the percent to total with the appropriate settings (decimal places, negative value formatting, etc). 6. You can use prompted reports to allow users to provide input to filter and retrieve data on a dossier. Hierarchy Qualification Prompt. documents or status. This article discusses a new feature in MicroStrategy 10. This is a list of the available auto text macros that the Report Services Document engine recognizes. 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. You can rank a metric's value from least to greatest, or display metric values. Use the Account tab to add a new Library. If you created a new dossier, you must save the dossier before adding an existing dataset. To add additional information to the tooltip, drag the corresponding. 4. From the File menu, select Schedule Delivery to History List. If all conditions are false, a default value is returned. In WEB – design mode – you’ll see on the left all your selected objects for the dataset. Enter a Form name and Description. As of MicroStrategy 2020, you can use dossier linking to navigate between different dossiers within the same project while preserving filtering criteria. Tap Tile to view the contents of your library in tile format or as a list. title Title of the prompt. Click 'Add External Data' and then 'File From Disk'. For example, you can add code to get the table of contents. Open the Workstation window. Ask for data points, data summaries ready for presentation, or even. 11 will support prompts for end users. Starting in MicroStrategy 2021 Update 5, there is an new out-of-the-box, feature-rich, Gauge visualization. 1. Learn more on Adding a Prompt to a Report. Click Next and for the Select Default Prompt Qualifications, click the Add button. Specify a name, description, and the location in which to save the prompt and click OK. To display attribute and attribute form headers in a grid. The attributes and metrics appear as filters. Starting with MicroStrategy 10. For steps, see the Basic Reporting Guide. Click the name of a prompted report or document to run it. The two fundamental parameters are the evt (short for “event”) parameter and the src (short for “source”) parameter. In the image above, the SQL is being logged to. With 10. Choose a prompt. Click the three dots toggle on the top right of the above text box, select Create Links. Edit All Project-Level Settings. Choose the option to create a 'Value prompt' in the Prompt Generation Wizard and click on 'Next', as shown below: Choose 'Date prompt' and click on 'Next'. Hierarchy Qualification Prompt. To add a prompt to the report, drag and drop the prompt from the All Objects pane onto the report. Choose a prompt. This feature is only implemented for element list prompts . To add a prompt to the report, drag and drop the prompt from the All Objects pane onto the report. Untill the newest MSTR version we could have created links on attributes and using html code in metrics. Click the name of the dossier to run it. The saved file must be a . You can. You can only use objects of one type in an object prompt. Example 3: ApplySimple. To email a report or document. Click Save As. We are getting something similar to the well known in RSD «Edit link…» feature in dossiers: We can:You can now add your new prompt to a report, metric, or filter. Conditions can vary in complexity depending upon the type of threshold that is created. Below are instructions to achieve this in a Report Services Document. mstr file below and deploy it in MicroStrategy Desktop or MicroStrategy Web. Open a dossier with two or more visualizations. Thus, you can display any MicroStrategy Web page’s content from any other context. Selector one selects Category. mstr file below and doing the following:This section describes how to design a report with basic reporting components, such as attributes, metrics, and filters, in MicroStrategy Web using the Report Editor. For example, the user can answer the Northeast region or 2002, and the appropriate data is returned from the data warehouse. By designing dossiers with prompted datasets, end users will now be able to proactively limit the data load prior to running a dossier. When this feature is enabled, the additional icon appears at the top of the prompt answers' window. Click Add to Library so you can access the dossier directly from Library in the future. To add a prompt to the Report Filter pane in the Report Editor. Follow the prompts to select your visualization type and add data to your visualization. MicroStrategy takes advantage of key Mapbox features that enable dossier authors to create beautiful and performant visualizations. The system prompts Token 1, Token 2, Token 3, and Token 4 are provided to support using an XQuery source to authenticate users for a MicroStrategy project. By default, the first prompt from your prompted dossier is selected. Click Select. Select a prompt answer and click Apply. Using comments on a dossier is a powerful and effective way to collaborate with others across the enterprise. Answer: Go with dossier. Starting in MicroStrategy ONE Update 11, under Format Panel > Transaction Configuration tab > Configure Transaction, you can click Use SQL. . 11 version, users can create custom workflows or guided analysis in dossiers by allowing users to open additional pages, dossiers, reports, and webpages (targets) from the dossier. If you created a new dossier, you must save the dossier before adding an existing dataset. Depending on your MicroStrategy product and licensing. The Properties and Formatting dialog box opens. You can use REST APIs to get information about five supported types of prompts applied to dossiers, documents, and reports. Add this metric to a new report and add Region and Profit to the template. Create an Attribute Element List prompt (for example on Customer) and a Metric Qualification prompt (for example qualify on Profit).