) in a visualization by viewing the element's tooltip. 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. Hierarchy Qualification Prompt. Step 3. Observe the selection box next to the text box is automatically changed to "Simple Prompt". Use a Comparison KPI to indicate the progress towards an objective, like sales and goal. Add StaticReport as Dossier's. When this qualification appears, double-click to add a qualification, and select ID for Qualify On. The null handling options available at each level are exactly the same. 2. If the prompt already has an answer (a filtering condition) in the Selected pane, you can do one of the following: Change. Use the following table. Dossiers As of MicroStrategy 2020, dossier’s free-form layout allows you to place your visualizations, text boxes, images, selectors, etc. Introduction to MetricsThresholds can make analyzing large amounts of data easier because images are easy to locate and different colors are quickly identified. The link can also pass selector values from the source to the target. The Attribute element prompt is the most restrictive, allowing users to choose from the fewest number of attribute elements to define their filter criteria. Run a report with the prompt answers that you wish to use for the personal view. This provides spacing, making complex filter definitions easier to read. 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. To hide a single text box from a specific user in MicroStrategy Web you need to use a combination of security filters for the user and conditional formatting for the text box. x. While database instances commonly point to a relational database, you can also create Freeform SQL. To add a tooltip to a control. In the Data Source dialog, select Reports. Choose 'Next'. You can also set a default prompt answer, which allows the user to complete report execution quickly, as they do not need to answer the prompt but can. Click the name of a prompted report or document to run it. Click 'Prepare Data' if further processing is required or click 'Finish' if it is not required. ; Remove redundant axis titles — You don’t need the axis title “Month” when you already have months as labels. 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. An indicator line appears in the location where you can add the HTML container. The workflow for this sample is shown below: POST /auth/login. A screen appears where users can choose to create a specific type of value. csv or Excel file format (. 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. If it is set to "false", the user will be prompted for credentials by the standard MicroStrategy Library login page. Prompt-in-prompt is a feature in which the answer to one prompt is used to define another prompt. Use Language Default is enabled by default. 7. 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. See how it can be achieved. Create a dossier or chapter filter by dragging attribute and metrics from the Datasets panel to the Filter panel. I don't think I quite follow. " Select "Use a filter to reduce the number of elements" and select the "YEAR FILTER" created in the previous step: Save this filter as "QUARTER. Release the mouse button to place the HTML container in the. Follow the prompts to select your visualization type and add data to your visualization. Display the document name. x-10. Notice in the graph above that by putting the metrics on separate Y-axes, the scale is improved for the data and all data is easier to interpret and analyze. Use MicroStrategy Library,. Using prompts in documents. Save the report as static, named as StaticReport. Choose Create New > Dossier. Home Published: September 27, 2022 • 963 Views Creating and Editing Reports in MicroStrategy Library It's true! Reports are now available in MicroStrategy. Under 'Source tables', select a table and click 'Set as Lookup'. Drag the data set onto to. MicroStrategy attempts to link attributes that share the same name. Add the prompted report to the document as a dataset. How to Create a Dossier From a Prompted Report Adding a Prompt to a Report A prompt is a question the system presents to a user during report execution. Create the 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. The report or document presents a prompt question to be answered before the report data is displayed. To prompt for multiple object types in the same report, you must create an. MicroStrategy URL Parameters. Choose File > New > Intelligent Cube. Retrieve the Attribute ID of the attribute used in the element list prompt; this can be done by browsing to the attribute object via Developer, right clicking it, and going to. 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. All pages in one chapter share the. Create filters qualifications for other attributes in the same way. From the MicroStrategy home page, click New Metric . The report or document must have a prompt setup in order to select the personalization information. MicroStrategy Dossier makes it easy to build insightful and engaging dashboards—and with the free-form canvas, the latest 2020 platform release has introduced new game-changing, design-focused features. Description. On an existing bookmark, click Share . From an open dossier, document, or report, click the Share icon on the Home toolbar. Prompt-in-prompt is a feature in which the answer to one prompt is used to define another prompt. Select Any other prompts to configure a default "Answer prompt" option for any additional prompts added to the target dossier in the future. Prompts are a platform capability of MicroStrategy that refine the data displayed in reports, documents, and dossiers. 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. Prompts users to choose from all attributes in a hierarchy. Select the answer that you want to save as the default prompt answer and click Run Report to execute the report. 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. If other links are already displayed in the Links Editor, click New to create a new link. Hover over an element in the visualization. He can save his changes as a new personal answer, but only one personal answer can be saved for the prompt. x. Create a report (report B) with Prompt #1, and place Customer on the template. Click the three dots toggle on the top right of the above text box, select Create Links. Select one of the following: To deliver the dossier as a PDF file, select PDF. You can convert report filters to prompts or create new prompts using the Prompt Generation Wizard. For an introduction to prompts, how prompts save the report designer time, and how prompts work with MicroStrategy security filters, see the. I am using MicroStrategy version 11. Run a Dossier with the prompt answers that you wish to use for the subscription. MicroStrategy Library is an interactive application of the MicroStrategy Business Intelligence platform that lets business users harness the analytical power of MicroStrategy in a simple, clean and modern user interface. Choose one of the following: Prompt user. A possible workaround wout be to add another prompt in target dossier/document/VI based on Selector A, and pass the selection of Selector A in source document through link. 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. To add a prompt to the Filter Definition pane in the Filter Editor. Click Save . MicroStrategy 10 Dossier (dashboard) enables dynamic links to reports with passing parameters. The following image shows a document in PDF View in MicroStrategy Developer, displaying page numbers at the top of the page. The text produced from a dataset object. The Security Filter Editor opens. You can specify a minimum value even if you do not specify a maximum value. 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. When you import a new dataset directly into a dossier that contains at least one dataset, the new dataset is automatically linked to attributes that already exist in the dossier by default. Create the Filter. Specify a name, description, and the location in which to save the prompt and click OK. For example, you can include metrics or attributes in a single object prompt, but not both. Then, select a page from a different dossier that you want to filter as the target. Click Cancel, then return to Design View. Click the name of a report to execute it. The Conditional Formatting dialog box opens. The following procedure describes how to add or create a prompt in a cube report in MicroStrategy Developer. How to Interact with a Dossier. 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. This image will be different depending on the value of an attribute. In order to remove line breaks, select "No Title or Index" in the dropdown list of "Include Prompt Titles", and clear the existing dossier caches. The New Prompt page opens. txt, . Embedded directly in apps, end users have access to their very own AI assistant. Navigate to the appropriate location, name the file, and save it. If for example, the user enters 10/08/08, the report will display the month of October 2008. This is different from prompted reports. Excel with plain text: Export the report to Microsoft Excel as plain text. Supports exporting to PDF (10. Add recipients and a message. This feature is only implemented for element list prompts . 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. Check that the HTML code is rendered properly. MicroStrategy Web provides a wide range of parameters that can be used in combination to achieve different types of requests. You can apply both static and dynamic text in the same field by typing the static text directly into the field, and then applying dataset objects or codes as described below. Choose File > New > Filter. Click Save. x. Avoid overcrowded lines — Do not put more than three lines in one chart; you can always add a metric selector for the viewer to choose desired lines. x, users will notice that this is not possible due to the mouse pointer changing into a "not allowed" symbol. Go back to design mode for report1. 2. Right-click the control and select Properties and Formatting. 11, dossiers and documents containing prompts can be added to MicroStrategy Library. Icon. A prompt is a question the system presents to a user when a report is executed. Filter definition prompts. Open a dataset/dossier with the feature to upload answers from files. You need to know the type of prompt when. Prompt N {&Prompt#&} The User Login system prompt can be used in conditions in which a text value prompt is used in a report. The Prompt Ordering dialog box opens. As of MicroStrategy 2020, you can use dossier linking to navigate between different dossiers within the same project while preserving filtering criteria. xml under WEB-INFxmllayouts. To add a prompt to the Report Filter pane in the Report Editor. Steps to Create: 1. 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. The 'Select Objects' dialog box opens. Prompt Details {&PromptDetails} Prompt 1: Region prompt. Refer to the What's New page in the MicroStrategy 2021 Readme. For steps to save a prompt after you create it, see How to Save a Prompt. To Create and Save a Dossier. evt. This can be seen in the screenshot below. 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. 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. WorkaroundThis option is available starting in MicroStrategy ONE Update 11. On the Freeform Sources tab, in the Source area, select a database instance for the data source to access using Freeform SQL. For an introduction to prompts, how prompts save the report designer time, and how prompts work with MicroStrategy security filters, see the. Click Add to Library so you can access the dossier directly from Library in the future. Click the name of a prompted report or document to run it. Dossiers go beyond traditional dashboards and reports by adding collaboration, responsive design, and a variety of different content such as charts, grids, visualizations, images, reports,. The metric can show only value prompt answers. This can be seen running the SQL query of the above report on the ODBC test. Grant or revoke user privileges, create security filters, and disable user accounts. Linking can improve dossier performance by eliminating the need to include all possible datasets for a single workflow in the same Dossier. In WEB – design mode – you’ll see on the left all your selected objects for the dataset. However, if the author saved the dossier with the Filter Panel hidden, only consumer users with “Web Edit Dossier” can see this icon and use it to toggle the Filter Panel open. This method provides. From the Schedule drop-down list, select a schedule or event to use to send the dossier to the History List. Data alerts work as a function of thresholding. For example, you include high-level. For. On an existing bookmark, click Share . Type the pop-up text in the Tooltip field. Go to Web Preferences and select Project Default -> Grid Display. 11, dossiers and documents containing prompts can be added to MicroStrategy Library. Interact with the engaged MicroStrategy Community to get answers to all your questions and collaborate for solutions. Enable the Show attribute names parameter. A prompt is a MicroStrategy object that allows user interaction at report run time. CAUSE: One of the causes for this issue is that the security permissions of the connections and file access between MicroStrategy Web and MicroStrategy Intelligence Server have not been refreshed. 2 days ago · I have a Microstrategy dossier and I want to show an image when the dossier is executed. Year (ID)= 2007. Using a prompted dossier, you can link to a different dossier to pass prompt answers selected on the source dossier to the target dossier. Choosing any value in the Filter panel will limit the data that is returned on the visualizations or grids. The Properties and Formatting dialog box opens. Open the cube report in Design View. To create a prompted dossier, you must first perform the following steps in MicroStrategy Web: Create a prompt. From the toolbar, select Run Report. This includes delivering prompt query answers for your analyses, streamlining your navigation across Dossiers, documents, and reports, and much more. Choose a prompt. On the Freeform Sources tab, select one of the following options: To create an Intelligent Cube by creating SQL statements using the Freeform SQL Editor. Open the Filter Editor. Parameters Description; General Parameters. To finish creating the attribute element list qualification, begin at this step. March 4, 2020 at 3:01 PM Adding a prompt in dossier is available only in IOS version? I am using MicroStrategy version 11. When this custom group is placed on a report with the metric and an answer of '8' for the prompt, the following results are returned:To add a filter: Open the dossier with the heat map visualization you created in How to Create Your Heat Map Visualization. Example 1: Same attributes in both datasets, different metric, and same filter (same element values). 1. After the attribute form names are enabled, the grid will display. Create New Dataset. Text can serve as a label for your data or provide background information, a description, or instructions for the dossier. Result: Acts as one dataset. Enter the basics: Select the measurement interval that applies to the level of aggregation that you want in your result set. A prompt is similar to a filter; both are applied at runtime and customize the. 4. Once you have used the dossier. 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. 2. If you want to assign different formatting. An Attribute Qualification prompt can be used in an Attribute form qualification. This is a single-value function. The Metric Formula Editor allows. With this in mind, you can build your. documents or status. Select the checkbox to include a bookmark or multiple bookmarks. What is the grammatical role of the last line of Gray's 'Elegy'? Model vs. 2. However, since a text prompt cannot be directly incorporated in a report object, it must be embedded in a metric. Navigate to a prompted report and click Insert. Click OK. Create a new, empty report. The saved file must be a . These code samples also illustrate how to use an add-on to modify the data collection of the application. 11. Matching objects appear in a drop-down as you type. csv or Excel file format (. 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. Answer: When attempting to add a prompt directly to an Intelligent Cube in MicroStrategy Developer 9. Then right-click on the right side of MicroStrategy Developer and select New, then select Filter. Did you know you can easily build no-code analytics applications with MicroStrategy Dossiers? In this session from MicroStrategy World 2022, experts. Thus, you can display any MicroStrategy Web page’s content from any other context. Instruction steps: Create a dossier, insert a text/image box. If it's a text file (. They will receive an app notification and an email indicating that they were tagged. General Preferences. The integration of Generative AI into the ONE platform aims to make users infinitely more productive. In free-form layout, we provide an intuitive way to let you visually “group” containers together. Until then, a possible workaround is to create a version of the dossier or document which is unprompted, moving the attributes and metrics on which you would have been prompted on to a filter. You can create a new metric by subtracting the values of one metric from the values of another metric, such as Revenue Forecast - Revenue. How do I add a prompt to a MicroStrategy report? To add a prompt to the page-by pane in the Report Editor. In addition, object prompts can be created as stand-alone prompt objects and then added to the report using the Insert Prompt option under the Template menu. Select the prompt to modify and click the up or down arrows to change its order. If you have a prompt on your dossier, reset will also prompt you to answer the prompt. When the dossier gets prompted, all dossier forms for the object will display in the grid. How to Upload an Image to the repository and Add an image to a DossierRight-click the object, and select Share. A user can keep the personal answer, or add or delete selections. Change the formatting of the percent to total with the appropriate settings (decimal places, negative value formatting, etc). In the Dashboard A, create three selectors:. To pass the prompt answer for an element prompt when the attribute has a compound ID, you separate each ElementID with a colon. See Using the URL API to Access a MicroStrategy Web Page topic for instructions on how to access both out-of. Note: Feel free to add a new name for the chapter or page. Use Case 4. This article will show you how to create data alerts in MicroStrategy. Type a name for the subscription in the Name field. You can change the formatting and appearance as described below: For all formatting options and properties, format text using the Property List. Conditional calculations can be used to supplement the conditional analysis provided with filtering and thresholds in MicroStrategy Web. Save this as "Report 1"Create a panel stack and place a textbox within it. 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. 4. In MicroStrategy 9. Published: Jun 8, 2017. Connect to MicroStrategy Web (this example) or MicroStrategy Desktop. This video shows you how to add a MicroStrategy dossier to your MicroStrategy Library by using both the Add to Library and Share options. MicroStrategy Tutorial. This opens a window with the folder structure for the project. To do this, you can switch to PDF View, which opens the Prompt Answer Wizard. Input a descriptive phrase in Name. x, users can include date text fields in a Report Services document by either using macros for execution time, current time or by using a date attribute. Drag and drop the attribute Category from the Object Browser into the Report View: 'Local Template' section to break the report into pages. There are two ways to create a standard prompt for an MDX cube report. Understanding a percentage-based canvas and responsive design can help you build a dossier that looks great on most screens. Click the name of the dossier to run it. Answer the prompts and execute the report. Choose a prompt. Select Any other prompts to configure a default Answer prompt for any additional prompts added to the target dossier in the future. This can be seen in the screenshot below. 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. Once the user accepts a shared bookmark, the shared. Choose a prompt. Add Conditional Calculations to a Derived Metric Using the If and Case Functions. Under 'Level…' choose the attribute. Add a new security filter to the. The Prompt Ordering dialog box opens. Select a prompt answer and click Apply. Use the Object Browser on the left to locate the prompt to add to the metric's definition. 4. From the Data menu, choose Prompt Ordering. Create a report with three attributes: Category, Region, and Quarter. To hide a dataset object, right-click it and choose Hide. In the Navigation pane, click next to Dossiers. This search will return the list of all the prompt answer objects that belong to the specified user. The Apply functions are not meant to take. Related articles from the Community: Knowledge Base: How to create a derived metric in MicroStrategy Developer 9. Example 3: ApplySimple. To create an object prompt, see Filtering based on metrics, attributes, or other objects: Object prompts. 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. Analysts can now leverage prompted datasets when creating a dossier in any authoring interface, MicroStrategy Web, Workstation and Desktop, or while consuming from the MicroStrategy Library. Whenever in a prompt the user can filter for elements. 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 "User login" prompt in report filters. Browse to and select a previously saved Intelligent Cube on which to build your report. To export a report while viewing it: Click the name of a report to display it. The Links Editor opens. When these reports are used in a Report Services document, the same 'Metrics' column is displayed, as shown below:Using a prompted dossier, you can link to a different dossier to pass prompt answers selected on the source dossier to the target dossier. In text box, there is a line break after the name of each attribute. The prompts, which contain default answers, are displayed in a manner similar to a standard MicroStrategy report. Cache update subscriptions refresh. Create a report with the attribute and the attribute element prompt. The answers provided for each prompt in the report. x, users will notice that this is not possible due to the mouse pointer changing into a "not allowed" symbol. Report Services Documents that contain prompts can now be accessed via the Library with an enhanced prompting interface. You need to know the type of prompt when. 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. Add Navigation to an Embedded Dossier. Click Save As. You are returned to the New Filter page. After selecting the dates, the report will show data between the date chosen, and the date set in your custom expression at the end of step 3. Available since 2021 Update 1 tip You can try out this workflow at REST API Playground. Hierarchy Qualification Prompt. In the Navigation pane, click Projects. 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. In MicroStrategy Web, create a prompted report. Choose File > New > Filter. Convert the report into a document, and add the report into a panel stack (Child). When the prompt is used again (on this report or a different one), the personal answer is displayed. Creating Powerful (and Beautiful) Dossiers. MovingDifference. Level prompts are not supported in filters. Starting in MicroStrategy 2021 Update 5, there is an new out-of-the-box, feature-rich, Gauge visualization. However, since a text prompt cannot be directly incorporated in a report object, it. In the left pane, click All Settings. 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. Create a Dossier from a report with a prompt. If you add a prompt to your report, you will be required to answer the prompt when you save the report. A comprehensive list of event names and IDs can be found in events. 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. 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. 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. A visualization is a visual representation of the data in a dossier, such as a grid, line chart, or heat map. Create a simple report, Customer and Call Center in rows and Cost and Profit in columns, with. This feature is only implemented for element list prompts . Choose a prompt. Create another panel stack (Parent) and place the Child panel stack within it. If you unset the filter, the icon. Create as many object prompts as necessary. Define if Dataset should be searchable. Navigate to a prompted report and click Insert. If you created a new dossier, you must save the dossier before adding an existing dataset. You can also share bookmarks by going to Share > Share Dossier. A prompt allows a user to provide an answer to restrict or filter data during report execution. Users can select prompt answers from one or more attribute elements. Select the function to use to calculate data in the metric. When running certain prompt types in MicroStrategy Web 9. The metric, 'Prompt answer' will display the prompt answer on the report, as shown below: If the metric 'Prompt answer' returns as blank, remove and re-add the metric, 'Prompt answer' onto the report in design mode. This technical note provides an explanation of all the available wildcards and their uses within prompt searches in MicroStrategy Developer. Create a blank dossier or open an existing one. The name of the project. To extract a MicroStrategy Dossier, the Dossier ID must be identified. For the Time hierarchy, the offset can. required Specifies whether this prompt is required or. This on-demand webinar provides a foundational understanding of how you can leverage URL APIs to perform a variety of actions for MicroStrategy Web with a single click. To add additional information to the tooltip, drag the corresponding. For the Operator, select Exactly, and then from the drop-down to the left of the text box,. You can add documents to your Library using MicroStrategy Workstation or Web. You can hide the header and dynamic text in the dossier. In MicroStrategy Web, if you are creating a new report, open Design Mode. Create the Filter. This is useful for establishing a link from an external system to the MicroStrategy Web interface. Answer: Go with dossier.