Create a Report Services document using R1 as the dataset, drag the grid into the detail. Once you have finished defining the filter, you can answer the. TYPE: Custom Group. Select the checkbox to include a bookmark or multiple bookmarks. Execute the same Dossier in. Right-click the object on which you want to create the link, then select Edit Links. This is a filter which contains a prompt on an attribute element list. A dossier is an interactive display that you can create to showcase and explore business data. MicroStrategy. Use Language Default is enabled by default. Connect to MicroStrategy Web (this example) or MicroStrategy Desktop. From the Data menu, choose Prompt Ordering. Click on the Validate button to recognize the prompts. In the Navigation pane, click Projects. This option is available starting in MicroStrategy ONE Update 11. You can also share bookmarks by going to Share > Share Dossier. The attribute element prompt is one of the most commonly used prompt types. For more information, see the MicroStrategy for Office page in the Readme and the MicroStrategy for Office Help. The New Prompt page opens. 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. Open the dossier you want to modify. See the System Administration Help for details on working with system prompts. Home Published: September 27, 2022 • 963 Views Creating and Editing Reports in MicroStrategy Library It's true! Reports are now available in MicroStrategy. From the Home menu, select Export. 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). Formatting options include font, alignment, borders (including 3D borders and drop shadows), text layout. See how to further. ) in a visualization by viewing the element's tooltip. Select Any other prompts to configure a default Answer prompt for any additional prompts added to the target dossier in the future. Click OK. You need to know the type of prompt when. How the user answers the question determines what data is displayed on the report when it is returned from your data source. The line breaks are introduced by following setting: Project Configuration > Project definition > Documents and Reports > Report details properties > include Prompt Titles. Run the report and it will prompt the user to select a date. 4. Although transformations can be applied to any attribute hierarchy, the Time hierarchy is used most often. 2. To email a report or document. Configure a Template as the Project Default. Apply Text to Visualizations. - push the dataset to Platform Analytics project for further analysis. Prompts users to choose from all attributes in a hierarchy. If you have a prompt on your dossier, reset will also prompt you to answer the 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. If you are on a folder page, click Create on the icon bar on the left, then select New Metric. To display attribute and attribute form headers in a grid. Add recipients and a message. Supports custom drop zones. A modern grid is a visualization that allows you to analyze different aspects of data across a common dimension. The mobile placement order follows a “Z-path” (left-to-right and top-to-bottom order). Idea: Ability to hide chapters and pages on Dossiers based on user access. If your end users are using MicroStrategy Web, you can choose to open the dossier in a new browser tab. Under 'Source tables', select a table and click 'Set as Lookup'. For an immediate solution, please see the following workaround. To finish creating the attribute element list qualification, begin at this step. You can create a stand-alone prompt, or you can create a prompt that is embedded in a filter. Add the filter to the Report Filter of the report. Run a Dossier with the prompt answers that you wish to use for the subscription. The text produced from a dataset object. Open a dataset/dossier with the feature to upload answers from files. The Metric Formula Editor allows. Input a descriptive phrase in Name. After running a prompted dossier in MicroStrategy, click Re-Prompt to change your prompt answers. This can be seen in the screenshot below. To add a prompt to the report, drag and drop the prompt from the All Objects pane onto the report. The link can also pass selector values from the source to the target. 11. Value Prompt. These types of reports give users the ability to create. txt), uploaded values should be separated with ;. 0. Create a prompt on the Call Center attribute (Prompt #2). This calculation can be aggregated from the Employee level to the Region level. Run a report with the prompt answers that you wish to use for the personal view. In the Datasets panel, click More next to the dataset to add the attribute to and choose Create Attribute. When this feature is enabled, the additional icon appears. 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. 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. Selectors provide dossier-style documents with interactivity, allowing each user to change how they see the data. See the example below. Choose Add Data > Existing Dataset to add data. The Prompt Ordering option is displayed after a prompt has been answered at least once. The Properties and Formatting dialog box opens. Once the user accepts a shared bookmark, the. A selector can change panels, another selector, the focus of a Grid/Graph, or dynamic text fields (a text field that is a reference to an object on a report) in a panel stack, as described below. To allow more flexibility, the check box allows the user to restrict the search results only to those. View standard reports in MicroStrategy Library to get a simple, grid view of data. Prompt Details {&PromptDetails} Prompt 1: Region prompt. String functions perform various actions that modify the characters returned for a string of characters. Solution The MicroStrategy Technology Team is currently resolving this issue. In MicroStrategy Developer, from the File menu, select New, and then choose Report. 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. For example, you include high-level. 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. This article discusses a new feature in MicroStrategy 10. Drag the prompt onto the Definition pane at the bottom right, as shown in the image below:Answer: Go with dossier. The name of the project. 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. Add one of the controls listed above. General Preferences. Excel with plain text: Export the report to Microsoft Excel as plain text. No matter what the user chooses, only the specific month will be displayed. If DHTML is disabled, click the Go icon . Starting in MicroStrategy ONE Update 11, under Format Panel > Transaction Configuration tab > Configure Transaction, you can click Use SQL. Choose a prompt. Named as F1. Create another report whose Filter is a shortcut to F1, Save the report as prompted, named as PromptReport. Thus, you can display any MicroStrategy Web page’s content from any other context. 2. Right-click the object on which you want to create the link, then select Edit Links. Prompt-in-prompt is a feature in which the answer to one prompt is used to define another prompt. See how it can be achieved. You can rank a metric's value from least to greatest, or display metric values. Instruction steps: Create a dossier, insert a text/image box. Define if Dataset should be searchable. xlsx). x. Until then, a possible workaround is to create a version. Click the name of a prompted report or document to run it. Click Link. When an instance of a prompted report. Use MicroStrategy Library,. The search has wildcards and certain functionality that should be noted. In the Data Source dialog, select Reports. You can add visual representations of the data (that is, called visualizations) to the dossier to make your data easier to interpret, perform manipulations on the data to customize which information to display, and organize data into multiple chapters and pages to provide a. Watch on. You can add documents to your Library using MicroStrategy Workstation or Web. This video shows you how to add a MicroStrategy dossier to your MicroStrategy Library by using both the Add to Library and Share options. For example, you can add code to get the table of contents. 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. Click Save. Step 3. You must perform the following general steps to add a prompt to a document: 1. 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. Example 1: Same attributes in both datasets, different metric, and same filter (same element values). If you unset the filter, the icon. 2. 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. 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. Drag the data set onto to. Click Cancel, then return to Design View. In this customization they should override the preCollectData method. This functionality allows users to search for specific elements within the prompt available answers. 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. Create filters qualifications for other attributes in the same way. View the dossier in Presentation Mode. The MicroStrategy prompt that is mapped to the SAP BW variable can be either optional or required. As of MicroStrategy 2020, you can use dossier linking to navigate between different dossiers within the same project while preserving filtering criteria. For steps, see the Basic Reporting Guide. Create a report. 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. Click Re-prompt to select a new prompt answer. Select the Security Filters tab. ; Follow the prompts to select your visualization type and add data. Drag the prompt onto the Definition pane at the bottom right, as shown in the image below: Answer: Go with dossier. The correct URL retrieves the content and displays the. Convert the report into a document, and add the report into a panel stack (Child). From the drop-down, choose your bookmarks. How do I add a prompt to a MicroStrategy report? To add a prompt to the page-by pane in the Report Editor. Using prompts in documents. Hello there, In this video, I talk about HTML Container in Dossiers and how you can use it to customize your dashboards. The user is asked during the report resolution phase of report execution to provide an answer to complete the information. x-10. For example, the user can answer the Northeast region or 2002, and the appropriate data is returned from the data warehouse. Choosing any value in the Filter panel will limit the data that is returned on the visualizations or grids. Name the personal view and. Steps to order prompts in reports. mstr file below and deploy it in MicroStrategy Desktop or MicroStrategy Web. Navigate to a prompted report and click Insert. Related articles from the Community: Knowledge Base: How to create a derived metric in MicroStrategy Developer 9. For Compound Profit to be dynamically aggregated correctly, you change the dynamic aggregation function to Sum. In MicroStrategy Developer 9. 6. Change the prompt selection or cancel the operation. Prompt information parameters are added to manually created link URLs. 2. How to set date attribute filter to current month in microstrategy dossier. Click Create on any page, point to New Prompt, and select Object. Click on the drop down for the corresponding 'File Log' and choose the log file to which the SQL Trace needs to be written into. User will be prompted to enter a date. 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. This provides spacing, making complex filter definitions easier to read. Administrators can export the project settings in this tab to a . Answer: Go with dossier. Check other tables and select/deselect correct tables. 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. For example, you can include metrics or attributes in a single object prompt, but not both. Next in our line-up of new visualizations is the Gauge visualization. A comprehensive list of event names and IDs can be found in events. In the Data Source dialog, select Reports. Create a report with the attribute and the attribute element prompt. The report or document presents a prompt question to be answered before the report data is displayed. 11 will support prompts for end users. 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. Northwest, Southwest. 4. Next, you add a. For dossier authoring, you should use MicroStrategy Workstation as the local dossier editing tool. Add Content to Your Library. Using a prompted dossier, you can link to a different dossier to pass prompt answers selected on the source dossier to the target dossier. 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. One: Only one personal answer can be saved for this prompt. Users can select prompt answers from one or more attribute elements from one or more attributes. Create the Filter. Click the three dots toggle on the top right of the above text box, select Create Links. Then, select a page from a different dossier that you want to filter as the target. The following steps to reproduce pertain to MicroStrategy Web 10. Documents. Answer the prompts and execute the report. Save the report as static, named as StaticReport. In a two-node. For example, the user can enter information such as the. A prompt is a question the system presents to a user when a report is executed. You can configure how the prompt details are displayed. 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. 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. 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). To open the Send Now dialog box: For a document: Click the menu icon on the right, and select Send Now. For an introduction to prompts, how prompts save the report designer time, and how prompts work with MicroStrategy security filters, see the. Command Manager allows administrators to: Add, remove, or modify users or user groups. Create a report (report A) with Prompt #1 and Prompt #2, and place Customer and Call Center on the template. To reduce attachment size, select the Compress Contents checkbox, which creates a zip file. You can explore the relationships between data elements by creating a network visualization, or create visually striking graphs that. Also, if you edit a prompted report and add another prompt to it. Select a folder to save your new dossier in. Retrieve the link to the report by going to MicroStrategy Web and browsing to the desired report. MicroStrategy URL Parameters. txt, . A prompt is a MicroStrategy object that allows user interaction at report run time. These can be VERY handy for automating your data into a call to action for your users! We will setup a. On the example above, they are displayed as Report Objects on the left of the Report Viewer. Modifying the underlying data source structure requires a new import of the data by using the Replace Dataset. The correct URL retrieves the content and displays the. . 1. Drag and drop the attribute Category from the Object Browser into the Report View: 'Local Template' section to break the report into pages. Learning ResourcesGenerative AI in the analytics space. For steps, see the Basic Reporting Guide. How to Create a Dossier. Navigate to the appropriate location, name the file, and save it. Use the following table. Edit All Project-Level Settings. You can provide conditional analysis by combining data into different groups based on the value of one or more metrics in a. How the user answers the question determines what data is displayed on the report when it is returned from your data source. Right-click the attribute on the grid > Edit Selector > Add target, and also target the panel stack created in step 1. Select a prompt answer and click Apply. This feature is only implemented for element list prompts . For steps to save a prompt after you create it, see How to Save a Prompt. Save to create the subscription. Pass-through expressions, also called Apply functions, allow use of special functions or syntactic constructs beyond what MicroStrategy can create on its own, but can be obtained through the relational database. Gauge chart for MicroStrategy Dossier You can easily create gauge chart using metrics and format it as you want. 1. You must create and save a dossier before you can save visualizations of your data. You can ensure that you or other users automatically receive notifications when a metric on a report meets specific threshold conditions by creating an alert-based subscription. From an open dossier, document, or report, click the Share icon on the Home toolbar. 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. The Filter Editor opens. Create the Filter. 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. Reset a dossier or re-prompt a document. This feature is only implemented for element list prompts . It is located in the More section of the Visualization Gallery. Create another panel stack (Parent) and place the Child panel stack within it. In MicroStrategy Web, add an alert to a report; to do this, run a report, right-click a metric on the. However, since a text prompt cannot be directly incorporated in a report object, it must be embedded in a metric. On the upper right of any page, click your user name, and then select Preferences from the drop. Adding a Prompt to a Report A prompt is a question the system presents to a. Add data to the report and leverage formatting capabilities in the modern Library interface. Anyone who can access a dossier (or documents) via the MicroStrategy Library, can add comments that are specific to that dossier. MicroStrategy ONE Dossier Amplify productivity with AI Auto Dashboard allows users to enter an entirely new world of free-form design - automatically. 4. OR, to convert an existing filter into a security filter, click Import. 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. Prepare file with the answers. " This user is associated only with data from the Central. The Create New Attribute Form dialog box now appears. With 10. Number of Views 6. The initial version does not yet have all the functionalities of the previous add‑in. The following examples show how datasets are joined. 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 add documents to your Library using MicroStrategy Workstation or Web. Add Month as an attribute and corresponding metric. You can open a working demo by uploading the . The Conditional Formatting dialog box opens. You can create new metrics, called derived metrics, based on attributes and metrics that have already been added to a dossier. Create a blank dossier or open an existing one . You can also manually link attributes when you are editing a dossier. 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. Here is a sample workflow for using REST APIs to answer prompts: Create an instance of a dossier, document or report. For instructions, see Creating a Prompt. The report is saved with active prompts. 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. MicroStrategy usually retrieves attributes by their ID (if desired the description can be associated with it); therefore the default order is the warehouse order. Open the Workstation window in smart mode. From the File menu, select Schedule Delivery to History List. How to Subscribe to a Dossier Step 1. MicroStrategy 10 Dossier (dashboard) enables dynamic links to reports with passing parameters. It also highlights a few capabilities the Free-form Layout will allow the Dossier deisgner to do. There are different approaches to optimize your free-form dossier on web,. To create an object prompt, see Filtering based on metrics, attributes, or other objects: Object prompts. Click Save . To verify that you are subscribed to the dossier, click. Sometimes you want to make metrics more organized with modern grid. ; In Answer restrictions, set the minimum and maximum values that can be entered by the user. ; Remove redundant axis titles — You don’t need the axis title “Month” when you already have months as labels. If you do not include any prompt information in the link URL, the target report or document. MicroStrategy Web provides a wide range of parameters that can be used in combination to achieve different types of requests. 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. How to Interact with a Dossier. Save and run the report. 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. Grant or revoke user privileges, create security filters, and disable user accounts. Undo the automatic layout by clicking in the ‘click here’ link, like shown in the image below. 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. By default, the metrics Compound Profit and Profit Margin do not use a dynamic aggregation function. 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. In the Navigation pane, click next to Dossiers. Create and save the prompt. Click on 'Next' to continue. You can create a new folder with the Create New Folder button in the bottom left corner. Create an attribute in the MicroStrategy Tutorial project that has an ID of the type "Text". Hover over an element in the visualization. x - 10. You can create a stand-alone prompt, or you can create a prompt that is embedded in a filter. A screen appears where users can choose to create a specific type of value. Use the Ctrl key to select multiple attributes and metrics. Each event corresponds to an event code— either. 3. The alerts can be sent to an email address or to an iPhone, iPad, or Android device with MicroStrategy Mobile. The Attribute element prompt is the most restrictive, allowing users to choose from the fewest number of attribute elements to define their filter criteria. Therefore, prompts allow report designers to create reports that let users change the report content at run. Watch free 3-5 minutes tutorial videos, with subtitles available in 9 languages, to build product fluency! Start learning. Minimum MicroStrategy version: 10. 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. Prompts. 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. When the document is run and the user selects prompt answers, each prompt answer is displayed in the text field. Datasets contain the data that appears on a dossier. Click Blank Dossier. " 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. 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. evt. 26K. When the dossier opens, you can find a series of icons at the top of the page. If you are creating a new report, open the Report Editor. If you do not want this dialog box to be shown in the future, select Don't show. All articles. 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. Select this to add a line after each filter type name and before the actual definition of the filter. Learn more about MicroStrategy REST API Playground here. Filter definition prompts. X in windows machine and I don't see an option to add. This video shows how to create custom group object in MicroStrategy Web to group attribute elements. Choose File > New > Filter. csv file to keep a record of their settings, or import a previously save file to apply the setting to a project. All pages in one chapter share the. Click Cancel, then return to Design View. When an instance of a prompted report. This is a list of the available auto text macros that the Report Services Document engine recognizes. To add a text field to a document. To do so, you create a text field containing the auto text code {&PromptN&}, as described in Auto text codes for document information. If you are linking to a prompted dossier, choose a prompt and a corresponding answer. Click More in the upper right corner of the visualization and choose Configure Transaction. Create a report (report B) with Prompt #1, and place Customer on the template. Select a prompt answer and click Apply. You can only use objects of one type in an object prompt. You can use prompted reports to allow users to provide input to filter and retrieve data on a dossier. Check available Attributes OR; Use View Filter grid > [+Add Condition] to open a list of. 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. The event or action that you want your MicroStrategy Web product to perform. For steps to do this, see Creating a report with the Report Editor. The following procedure describes how to add or create a prompt in a cube report in MicroStrategy Developer. For steps. For example, you want a report that lists all employees whose age. Dossiers with MicroStrategy 10. Change the formatting of the percent to total with the appropriate settings (decimal places, negative value formatting, etc). To specify a default prompt answer. You can also share bookmarks by going to Share > Share Dossier. 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. Once the user accepts a shared bookmark, the shared. Hierarchy Qualification Prompt. Select a prompt answer and click Apply. x-10. Create A Dossier. Name the personal view and click OK to save.