Click Save As. The Advanced Options for Exporting to Excel dialog box contains the following sections: This dialog box is accessed from the My Preferences dialog box ( My Preferences: Export category ), and these default settings are applied to all reports in a project. Report. A prompt is a question the system presents to a user when a report is executed. Enter the definition of the derived attribute directly into the right pane. You can create a stand-alone prompt, or you can create a prompt that is embedded in a filter. Add the prompt to your report. To add a text field to a document. Click ' Choose files' and select your Excel file or drag and drop the Excel file into the window. 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. From the left, click Grid. ; In Answer restrictions, set the minimum and maximum values that can be entered by the user. Log in to MicroStrategy Web as Administrator. Add the prompted report to the document as a dataset. For instructions, see How to Create a Report. The section is still displayed in Design View in both MicroStrategy Developer and MicroStrategy Web. Use dynamic default filters to set the First N / Last N items from a filter and avoid manual updates to stay up to date. 4. 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. For more information, see Use a Visualization to Filter Data in a Different Dossier. Check other tables and select/deselect correct tables. If the New Filter dialog box is displayed, click the Empty Filter icon. By default, the metrics Compound Profit and Profit Margin do not use a dynamic aggregation function. To manually enter the definition of the derived attribute. Prepare file with the answers. Press and hold the Ctrl key to select multiple attributes or metrics. MicroStrategy 10 Dossier (dashboard) enables dynamic links to reports with passing parameters. Drag the data set onto to. 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. To view page-by section of the report, choose View > Page-by. Using comments on a dossier is a powerful and effective way to collaborate with others across the enterprise. Follow the steps provided in the Workaround section of tech note KB42535: Document links on a grid object will only dynamically pass as prompt answer the attributes inside of the grid, and will ignore the attributes outside of the grid in MicroStrategy Web 9. 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. csv file to keep a record of their settings, or import a previously save file to apply the setting to a project. 0. You can explore the relationships between data elements by creating a network visualization, or create visually striking graphs that. In MicroStrategy Web, if you are creating a new report, open Design Mode. The enableCustomAuthentication property is an optional parameter for the create method. Example 3: ApplySimple. Add the filter that contains both prompts to generate the date prompt. This method provides. Enter the Tooltip text that appears when you hover over the text field or image. 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. For details on prompts in general and the various types of prompts, see Types of Prompts. See how to further. Select 'Qualify on a Metric' in the Prompt Editor as shown below: Select the metric 'Revenue',. ; Click Blank Dossier. Click 'Prepare Data' if further processing is required or click 'Finish' if it is not required. Add the following Autotext: {&Prompt1&} and {&Prompt2&} as show below: The two prompt AutoText values will correspond with the two Dynamic. There are two ways to display the prompt selections for the object prompt in the document. Click the name of the dossier to run it. Description. 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. To specify a default prompt answer. 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. For steps to save a prompt after you create it, see How to Save a Prompt. These code samples illustrate how to pass prompt answers through the URL rather than from the Web interface of the application. January 16, 2023 at 10:39 AM Can we add a prompt in Dossier without using a prompted report or data set? User is creating a new dataset by typing a customized query and. To create an object prompt, see Filtering based on metrics, attributes, or other objects: Object prompts. For steps. This setting can also significantly improve the initial loading performance of a dossier. The following examples show how datasets are joined. With MicroStrategy Dossier, you can now add a new visualization to the dossier canvas. Choose one of the following: Prompt user. You can change the formatting and appearance as described below: For all formatting options and properties, format text using the Property List. To include bookmark caches, check Library Cache and Include bookmark caches. xls, . 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. Point to Conditional Formatting, then select Advanced. Click Save. 26K. 3. Open a dossier with two or more visualizations. To do this, simply drag and drop the prompt into the qualification. In MicroStrategy Web, open the document in Design Mode. This can help the end user more easily distinguish between elements when browsing or. 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. Dossier cannot be opened This dossier users a feature that is not compatible with MicroStrategy Web. This functionality allows users to search for specific elements within the prompt available answers. In MicroStrategy Developer 9. Selectors allow a user, in MicroStrategy Web, to. The Properties and Formatting dialog box opens. From the File menu, select Schedule Delivery to History List. To create an object prompt. Choose Get Info if you are using a Mac. If the user tries to login to MicroStrategy Web, the user can do so and run reports and report services documents successfully. 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. The query details can be accessed from the dropdown in the top right corner of a visualization. Datasets contain the data that appears on a dossier. Check that the HTML code is rendered properly. In the Navigation pane, click Projects. x and newerExecute one of the following options: To specify default prompt answers, click on 'Add'. For the Operator, select Exactly, and then from the drop-down to the left of the text box,. Create a report. Perform the following steps: You can determine whether to include or exclude data for the selected range. Alternatively, you can add documents from a link or by invite. Open the Workstation window in smart mode. Using natural language, ask questions about the dashboard or underlying data itself without the need to navigate complex interfaces or navigation manually. You can create new metrics, called derived metrics, based on attributes and metrics that have already been added to a dossier. The saved file must be a . A prompt is similar to a filter; both are applied at runtime and customize the results of data that is returned from a data source. The MicroStrategy prompt that is mapped to the SAP BW variable can be either optional or required. Publisher: MicroStrategy . You can add a prompt directly to a report, or indirectly by adding the prompt to a metric or filter. Manage Datasets. The prompts supported in the MicroStrategy platform are defined in EnumDSSXMLPromptType. You need to know the type of prompt when. Ordering prompts in documents. 9) Arrange the prompts on the grid as you see fit. We’ll include a link to the Dossier in our alert email that will allow us to explore the Dossier on Library Mobile. Select Any other prompts to configure a default Answer prompt for any additional prompts added to the target dossier in the future. 4. Northwest, Southwest. And one more, can you add and this will be our last question on that we will answer live since we are running out of time, but we definitely will follow up with all questions and comments in the chat after this. Use Language Default is enabled by default. A prompt is similar to a filter; both are applied at runtime and customize the. For steps, see the Basic Reporting Guide. In the image above, the SQL is being logged to. You’ve probably seen gauges in everyday life, such as on the dashboard of your car,. 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. Learning ResourcesGenerative AI in the analytics space. You can also manually link attributes when you are editing a dossier. Use the following table. It was used the fact Revenue, because according to the data model design, customers generated revenues are those that effectively compare something that can be classified into product category (Category is the attribute to be used in the report). There are different approaches to optimize your free-form dossier on web,. Learn more on Adding a Prompt to a Report. To add a prompt to the report, drag and drop the prompt from the All Objects pane onto the report. Users can select prompt answers from one or more attribute elements from one or more attributes. Text can serve as a label for your data or provide background information, a description, or instructions for the dossier. 2. Execute the same Dossier in. It uses a javascript API to embed the 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. Specify a name, description, and the location in which to save the prompt and click OK. 4. In this article, you’ll learn techniques to use dossier. A comprehensive list of event names and IDs can be found in events. 6. A user is not able to delete a prompt object from a Report Services document even though the prompt has been removed from the data set report in MicroStrategy Developer 10. Choose Add Data > Existing Dataset to add data. Create a report (report C) with Prompt #2, and place Call Center on the template. Solution The MicroStrategy Technology Team is currently resolving this issue. Use the Object Browser on the left to locate the prompt to add to the metric's definition. 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. - select Projects to be analyzed. Add the filter to the Report Filter of the report. Filters in MicroStrategy are built from Attributes. Create a report. For information, see Conditional Metrics. Supports custom drop zones. The ability to view or edit certain settings is determined by a user's. Click Live Connect Only/All Connectors to toggle between. You can select one or more dossiers, documents, or reports in a variety of formats, define a schedule and message, and specify settings for the subscription object. Here’s the Dossier: Let’s link to this in the alert email. 4. 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. The Prompt Ordering option is displayed after a prompt has been answered at least once. How the user answers the question determines what data is displayed on the report when it is returned from your data source. However passing content (dynamically or prompt answers) was difficult (if possible) to add to maintain. Add Contextual Dossier Links 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. Example 1: Same attributes in both datasets, different metric, and same filter (same element values). Select the Security Filters tab. 1. x report. Choose a prompt. 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. Click Save . There are some modifications that can be done in the URL API that will modify the display of the Dossier, which are listed below: showNavBar – If the value is set to false, the Navigation Bar will be hidden. Create a Dossier from a report with a prompt. Mapbox partners with community mapping. You can use these features to leverage your data and discover new insights. 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. Drag the attributes and metrics for filtering from the Datasets panel to Filter panel. Create a new, empty report. Select a folder to save your new dossier in. When users create a Report Services document and set a report with multiple prompts as a data set, users cannot find the 'Prompt Ordering' option under the Data menu in MicroStrategy Developer 9. For Compound Profit to be dynamically aggregated correctly, you change the dynamic aggregation function to Sum. 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. This video shows how to create custom group object in MicroStrategy Web to group attribute elements. By default, the first prompt from your prompted dossier is selected. Navigate to a prompted report and click Insert. Find the filters created in the above steps and include them in the Selected Objects window. This article will show you how to create data alerts in MicroStrategy. The Prompt Ordering dialog box opens. Available since 2021 Update 1 tip You can try out this workflow at REST API Playground. Checked: New line between filter types: Select this to add a line after each sub-expression, to help differentiate between the various filters. 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. Please help. Multi-Metric KPI is best when you have several important indicators that you want to display in one, responsive visualization together. 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. This video will help you get started using the MicroStrategy REST API. " This user is associated only with data from the Central. 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. From the Answer prompt drop-down, select how your selected prompt is answered. Edit the predefined text for the Prompt title and instructions. Clicking the re-prompt button and selecting a new prompt on a dossier viewed in Presentation Mode causes the dossier to change to Edit Mode. Decide a name for your subscription, how often it will update, and its type and recipients. 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. Choose a prompt. As of MicroStrategy 2020, you can use dossier linking to navigate between different dossiers within the same project while preserving filtering criteria. Press and hold the Ctrl key to select multiple objects. Create a report (report A) with Prompt #1 and Prompt #2, and place Customer and Call Center on the template. Click on the Validate button to recognize the prompts. If you created a new dossier, you must save the dossier before adding an existing dataset. Accept the other default values. a worksheet and add two new parameters—one for the attributes and the other for the metrics . This can be seen running the SQL query of the above report on the ODBC test. 3. Create a report with three attributes: Category, Region, and Quarter. 1. DEFINITION: This custom group is a custom group banding qualification created on the metric, with band size banding type and a step size of '1' (integers). After all filter qualifications are added to the report filter, the report creator can now execute the report and receive only one prompt. x. Save the prompt as "Call Center Prompt". Input a descriptive phrase in Name. Add the attribute Subcategory and metric Revenue to the report template. 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. Create another panel stack (Parent) and place the Child panel stack within it. For steps to include a prompt on a report, see Reports: Adding prompts to a report, metric, or filter. Start building with MicroStrategy to deliver exceptional product experiences. A selector can change panels, the focus of a grid or graph report,. Create the Filter. This opens a window with the folder structure for the project. On the Freeform Sources tab, in the Source area, select a database instance for the data source to access using Freeform SQL. This can be seen in the screenshot below. Edit the attribute selector and configure it to target the panel stack created in step 1. From the Home menu, select Export. To do this, you can switch to PDF View, which opens the Prompt Answer Wizard. Introduction to Dossier Authoring. x and above, the interface offers a search option followed by a Match Case check box. 1. MicroStrategy URL Parameters. For an introduction to prompts, how prompts save the report designer time, and how prompts work with MicroStrategy security filters, see the. From the Data menu, choose Prompt Ordering. If you do not want this dialog box to be shown in the future, select Don't show. The user is asked during the report resolution phase of report execution to provide an answer to complete the information. 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. Add the report to the Detail Header section in a document; When trying to create a conditional formatting to hide the section, user can only input the threshold value which is a static value: To create a conditional formatting based on a prompted value, first create a value prompt and then drag it to a metric expression window as below:Starting in MicroStrategy 2020, you can use a visualization in one dossier to filter data in a different dossier. x. This provides spacing, making complex filter definitions easier to read. Add the attributes that were used to build the object prompt to the Grouping section. The link can also pass selector values from the source to the target. Data alerts work as a function of thresholding. The correct URL retrieves the content and displays the. Using view filters based on metrics, you can view a subset of report data that focuses on the data values and ranges you are interested in. TYPE: Custom Group. Right-click the object on which you want to create the link, then select Edit Links. Observe the selection box next to the text box is automatically changed to "Simple Prompt". For instructions, see Creating a Prompt. After the attribute form names are enabled, the grid will display. Prompt information parameters are added to manually created link URLs. Cache update subscriptions refresh. The saved file must be a . Create a dossier or chapter filter by dragging attribute and metrics from the Datasets panel to the Filter panel. Add Month as an attribute and corresponding metric. Click More in the upper right corner of the visualization and choose Configure Transaction. Steps to order prompts in reports. To Create an Intelligent Cube Using Freeform SQL or Query Builder. You are returned to the New Filter page. You can create a new folder with the Create New Folder button in the bottom left corner. Compare a link to a hyperlink, which is a connection in a document to a web page. Select one: To create a new security filter, click New. Matching objects appear in a drop-down as you type. Select the function to use to calculate data in the metric. It also highlights a few capabilities the Free-form Layout will allow the Dossier deisgner to do. The answers provided for each prompt in the report. Click OK. Use the Object Browser on the left to locate the prompt to add to the metric's definition. Add the prompt to a report. 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. A prompt is a MicroStrategy object that allows user interaction at report run time. For documents, you can return to your last document by creating a back-button arrow or navigation bar. The attribute element prompt is one of the most commonly used prompt types. These can be VERY handy for automating your data into a call. If attempt to open a dossier in MicroStrategy Web or any embedded instance of MicroStrategy Web that was saved with a newer feature from a modern product, the following message appears. For. How to Upload an Image to the repository and Add an image to a DossierRight-click the object, and select Share. 9 Publisher: MicroStrategy Installation Instructions: To view this dossier with the visualization, download the . Click Add cache update subscription. The Links Editor opens. You must perform the following general steps to add a prompt to a document: 1. 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. Formatting options include font, alignment, borders (including 3D borders and drop shadows), text layout. For steps, see the Basic Reporting Guide. Idea: Ability to hide chapters and pages on Dossiers based on user access. If the New Filter dialog box is displayed, click the Empty Filter icon. If available, select the Certified Dossier checkbox to certify your dossier. It is important to use this to identify the prompt if the same prompt is used more than once in the report, document or dossier. When you add a new text field, its formatting is determined by the control defaults. Select the checkbox to include a bookmark or multiple bookmarks. The Prompt Ordering dialog box opens. For example, you can create a Home icon to help users easily navigate. Follow the prompts to select your visualization type and add data to your visualization. Create the Filter. Drag and drop the objects into the report grid. Click on 'Finish'. 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. Whenever in a prompt the user can filter for elements. Add visualizations and objects to your dossier. Refer to the What's New page in the MicroStrategy 2021 Readme. From the Home menu, select Export. For example, the user can answer the Northeast region or 2002, and the appropriate data is returned from the data warehouse. Save it with “Prompt answer is required” unchecked. 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'. Display the user name that is executing the Report Services Document. The link can pass parameters to answer any prompts that are in the target. 6. Name the personal view and. Create and save the prompt. Open the dossier you want to modify. Run a Dossier with the prompt answers that you wish to use for the subscription. Navigate to and select the file containing the values to be imported. Add data to a dossier by importing data from a file, database, or the results of a custom database query (that is, Freeform script). This video shows how to do that with Customer Group in MicroStrategy Web. From the Home menu, select Export, and then select one of the following export formats: PDF: Export the report to an Adobe PDF file. X in windows machine and I don't see an option to add a prompt in Dossier. To add a prompt to the report, drag and drop the prompt from the All Objects pane onto the report. To add additional information to the tooltip, drag the corresponding. Remove the attributes that were used to build the object prompt from the report and add the object prompt to the. 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. Dossiers automatically adjust to look great on any screen. This feature is only implemented for element list prompts. Choose one of the following: Prompt user. 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. Choose whether you want to Pass the filter conditions to the target page. In Answer prompt, choose how your selected prompt is answered:Create a blank dossier or open an existing one. In Dossier add text box, edit it and add {&Prompt1&} {&Prompt2&} {&Prompt3&}. 7. You can use REST APIs to perform the following action on attribute element prompts: Closing a. Related Topics. Click on the Add button. 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. OK, thank you. 5. Click Add to Library so you can access the dossier directly from Library in the future. Dossiers with MicroStrategy 10. A user can keep the personal answer, or add or delete selections. View standard reports in MicroStrategy Library to get a simple, grid view of data. Add or edit filter you want to modify. 2. Click Cancel, then return to Design View. Starting in MicroStrategy 2021 Update 5, there is an new out-of-the-box, feature-rich, Gauge visualization. Right-click the object's header in the report, select Move, and then select To Page-by Axis. Add other objects, such as text, images, and. Any prompt not answered by the passed information is displayed for the user to answer manually. Choose 'Next'. The Security Filter Editor opens. When the prompt is used again (on this report or a different one), the personal answer is displayed. 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. These code samples also illustrate how to use an add-on to modify the data collection of the application. 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. Enter a Form name and Description. Under 'Source tables', select a table and click 'Set as Lookup'. Thus, never requiring the source. Step 3. documents or status. Prompt 2: Year. 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. Understanding a percentage-based canvas and responsive design can help you build a dossier that looks great on most screens. Prompts are a platform capability of MicroStrategy that refine the data displayed in reports, documents, and dossiers. required Specifies whether this prompt is required or. With this in mind, you can build your. For example, you include high-level. Open the cube report in Design View. If you created a new dossier, you must save the dossier before adding an existing dataset. Click More next to the filter and choose Dynamic Selection. Create filters qualifications for other attributes in the same way. Different ways to filter data in a Dossier including: Filters in the Filter Panel (Filter Whole Chapter) - 0:27Page Filter - 2:15Filters for Specific Visuali. Once the prompts are in the correct order (for the example, the order is Region and Call Center), click OK to return to the Document Editor. Create New Dataset. On an existing bookmark, click Share . Every request to a MicroStrategy Web product corresponds to a. All pages in one chapter share the.