The name of the project. To create a prompted dossier, you must first perform the following steps in MicroStrategy Web: Create a prompt. Follow the prompts to select your visualization type and add data to your visualization. Choose a prompt. Any prompt not answered by the passed information is displayed for the user to answer manually. Open a dataset/dossier with the feature to upload answers from files. When the dossier opens, you can find a series of icons at the top of the page. The following two options can be used in defining each prompt as part of a filter. 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. Selectors allow a user, in MicroStrategy Web, to. 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. They can be overridden at the report level, by accessing the Export Options dialog box for. For example, you can create a Home icon to help users easily navigate. Click Create on any folder page, point to New Report, and select Intelligent Cube Report. Filter definition prompts. 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. Additionally, you can change the bottom Y-axis to have a maximum of 50. 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. How to Subscribe to a Dossier Step 1. You can now add your new prompt to. Click HTML Text and type HTML into the field to add it to the dossier without an iFrame. Click the Re-Prompt button. Alternatively, you can also add single quotes around the prompt name in the SQL statement so the prompt answer is applied as a text constant. In this case the attributes are Region and Category as shown below: 5. 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 building a dossier on top of it. This technical note provides an explanation of all the available wildcards and their uses within prompt searches in MicroStrategy Developer. A prompt is a MicroStrategy object that allows user interaction at report run time. Create the Grand selector outside both panel stacks. 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. Formatting text fields. 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. Right click the dossier and select "Properties": 3. When the document is run and the user selects prompt answers, each prompt answer is displayed in the text field. To create contextual links in your dossier, see the video below. Open the Workstation window in smart mode. txt), uploaded values should be separated with ;. 11, dossiers and documents containing prompts can be added to MicroStrategy Library. Hover over an element in the visualization. Starting with MicroStrategy 10. From the left, select General. custom group. 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. Click the arrow next to Report Home, then click Create Personal View. What is the grammatical role of the last line of Gray's 'Elegy'? Model vs. For steps. The Attribute element prompt is the most restrictive, allowing users to choose from the fewest number of attribute elements to define their filter criteria. 0. 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. It is possible to pass a specific attribute element to a new prompt from one document to another document using URL API in MicroStrategy Web in MicroStrategy 9. 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. . In the top toolbar, click Insert Visualization . 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. This subscription allows a report or document to be run as quickly as possible using the latest available data without query the data warehouse. In this article, you’ll learn techniques to use dossier. Choose 'Next'. 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. Option 1: Create a prompt using the Prompt Editor. Click Import to preview the contents of the selected file. 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. The mobile placement order follows a “Z-path” (left-to-right and top-to-bottom order). In general, the "User login" prompt should be used in attribute form qualifications, such as the following: In MDX, a Filter () expression is used to reduce the entire list of MSTR User member to the one whose MEMBER_NAME property is "cbecker. ; To determine whether users. x. One: Only one personal answer can be saved for this prompt. Add the attribute Subcategory and metric Revenue to the report template. MicroStrategy Tutorial. 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. 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. key Unique identifier of the prompt. Navigate to a prompted report and click Insert. You can configure how the prompt details are displayed. The event or action that you want your MicroStrategy Web product to perform. You can type the text to display or drag and drop a dataset object into the text field. If. From the drop-down, choose your bookmarks. 4. Using a new metric which is created with a value prompt, users can view their. Create the Filter. 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. It uses a javascript API to embed the dossier. In the Data Source dialog, select Reports. Idea: Ability to hide chapters and pages on Dossiers based on user access. Learn more about MicroStrategy REST API Playground here. A hyperlink is functional in PDF View in MicroStrategy Developer and in Express Mode in MicroStrategy Web. In MicroStrategy 10. ; Add reference lines — The line chart comes with many prebuilt reference. Use the following table. Choose File > New > Filter. 8. 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. 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. x. One: Only one personal answer can be saved for this prompt. Create or edit reports with authoring functionality. For an introduction to prompts, how prompts save the report designer time, and how prompts work with MicroStrategy security filters, see the. Select a folder to save your new dossier in. Point to Conditional Formatting, then select Advanced. The Blank template and Blank Dossier button can be used to create an empty dossier, if the you choose not to use a template. Enter the basics: Select the measurement interval that applies to the level of aggregation that you want in your result set. It provides procedures to create a new report and add attributes, metrics, filters, and prompts to the report. This is different from prompted reports. Click Add cache update subscription. 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. Note: Feel free to add a new name for the chapter or page. You can change the formatting and appearance as described below: For all formatting options and properties, format text using the Property List. 26K. Choose Add Data > Existing Dataset to add data. Specify a name, description, and the location in which to save the prompt and click OK. 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. From the Answer prompt drop-down, select how your selected prompt is answered. promptAnswerMode *. When this feature is enabled, the additional icon appears. To view page-by section of the report, choose View > Page-by. The following workflow describes the process of creating a document for viewing on a mobile device. 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. Prompts users to choose from all attributes in a hierarchy. It will prompt for Country, Region and Call Center one by one in different pages. Create a report with three attributes: Category, Region, and Quarter. Save the report as R1. Using comments on a dossier is a powerful and effective way to collaborate with others across the enterprise. The user can also write the SQL Trace to a new log file by selecting the option from the drop down. If it's a text file (. Tile Format. 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'. MovingDifference. In the All Objects pane on the left, navigate to the folder where the prompt you want to add to the report is located and open it. 6 and later) Additional Features. View standard reports in MicroStrategy Library to get a simple, grid view of data. Choose File > New > Filter. Convert the report into a document, and add the report into a panel stack (Child). 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 value prompt is designed to return report results based on the data type assigned to the data in your data source. A prompt is similar to a filter; both are applied at runtime and customize the. 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. Open a dataset/dossier with the feature to upload answers from files. Drag the data set onto to. xml under WEB-INFxmllayouts. 2 Add the prompt to a report. Every out-of-the-box action in MicroStrategy Web is associated with a specific event. 9 Publisher: MicroStrategy Installation Instructions: To view this dossier with the visualization, download the . Select 'Qualify on a Metric' in the Prompt Editor as shown below: Select the metric 'Revenue', as shown below: Users can follow the same steps to create a numeric or text value prompt. Click 'Prepare Data' if further processing is required or click 'Finish' if it is not required. 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. 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. Metrics represent business measures and key performance indicators, and are similar to formulas in spreadsheet software. In a two-node. 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. Click Open to close the Choose File to Upload dialog box. Main steps in this script: - establish connection to MSTR environment. Steps to order prompts in reports. To add a prompt to the report, drag and drop the prompt from the All Objects pane onto the report. In Dossier add text box, edit it and add {&Prompt1&} {&Prompt2&} {&Prompt3&}. Type the pop-up text in the Tooltip field. To Create and Save a Dossier. Click the name of a prompted report or document to run it. Define if Dataset should be searchable. It assumes that you are familiar with designing MicroStrategy reports and documents and have the necessary privileges to do so. You can add documents to your Library using MicroStrategy Workstation or Web. In the Data Source dialog, select Reports. ApplySimple("Datediff(YY,#0,getdate())", [BIRTH_DATE])Data displayed in MicroStrategy Viewers can be filtered by different criteria. This video shows how to create custom group object in MicroStrategy Web to group attribute elements. Learning ResourcesGenerative AI in the analytics space. 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. The report or document presents a prompt question to be answered before the report data is displayed. Open the Workstation window in smart mode. Select this to add a line after each filter type name and before the actual definition of the filter. The New Prompt page opens. When the prompt is used again (on this report or a different one), the personal answer is displayed. Select Any other prompts to configure a default Answer prompt for any additional prompts added to the target dossier in the future. 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. 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. x, prompted text cannot be displayed in a Report Services document unless the prompt is in the dataset of the document. Click the name of the dossier to run it. required Specifies whether this prompt is required or. Browse to and select a previously saved Intelligent Cube on which to build your report. If you do not want this dialog box to be shown in the future, select Don't show. 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. A prompt allows a user to provide an answer to restrict or filter data during report execution. Check other tables and select/deselect correct tables. On the example above, they are displayed as Report Objects on the left of the Report Viewer. Create a simple report, Customer and Call Center in rows and Cost and Profit in columns, with. It may be necessary to hide specific prompts from the end user, and to close them without filtering the document. Compare a link to a hyperlink, which is a connection in a document to a web page. Add Direct Links when Using Dossier in MicroStrategy 10. 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. Introduction to MetricsThresholds can make analyzing large amounts of data easier because images are easy to locate and different colors are quickly identified. Creating Powerful (and Beautiful) Dossiers. The report or document must have a prompt setup in order to select the personalization information. Sometimes you want to make metrics more organized with modern grid. Conditions can vary in complexity depending upon the type of threshold that is created. Display the current page. Select a prompt answer and click Apply. customer city, revenue) and add P1 into report filter. Create a prompt on the Call Center attribute (Prompt #2). Click Create on any page, point to New Prompt, and select Object. Open a dossier in MicroStrategy 2019 Update 2 or newer. Dossiers with MicroStrategy 10. Specify a name and location for the new security filter and click Save. Using the URL API to Access a MicroStrategy Web Page. The dossier is included as an attachment in the email. Click the three dots toggle on the top right of the above text box, select Create Links. Create, modify, and delete database instances, connections, and logins. 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. 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. MicroStrategy Tutorial. You can convert report filters to prompts or create new prompts using the Prompt Generation Wizard. After running a prompted dossier in MicroStrategy, click Re-Prompt to change your prompt answers. 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. On the Freeform Sources tab, in the Source area, select a database instance for the data source to access using Freeform SQL. Users can select prompt answers from one or more attribute elements. 10 that allows end users to view the query details of a dossier. Click 'OK'. Use @filter or click filter in the comment panel to. Connect to MicroStrategy Web (this example) or MicroStrategy Desktop. You can provide conditional analysis by combining data into different groups based on the value of one or more metrics in a. The text produced from a dataset object. Open a dataset/dossier with the feature to upload answers from files. Use Case 4. 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). 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. Subscribe a Dossier, Document, or Report to a Cache Update In MicroStrategy Workstation you can create cache subscriptions through Distribution Services. The Metric Formula Editor allows. With this in mind, you can build your. 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. To add a prompt to the report, drag and drop the prompt from the All Objects pane onto the report. Choose File > New Dossier. 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. This opens a window with the folder structure for the project. 3. 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. Checked: New line between filter types: Select this to add a line after each sub-expression, to help differentiate between the various filters. You can only use objects of one type in an object prompt. 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. For a report: From the Home menu, select Send Now. Click Share to send the bookmarks or copy the link. This tutorial steps through how to switch to Free-form Layout within a Dossier. In MicroStrategy 9. With Navigation Bar: Without Navigation Bar: enableCollab – If the value is set to false, the Collaboration. Create a report with its filter set to a shortcut to F1. Open the cube report in Design View. In a dossier, open the Datasets panel. Report. Next, you add a. Conditional calculations can be used to supplement the conditional analysis provided with filtering and thresholds in MicroStrategy Web. x. This video shows how to do that with Customer Group in MicroStrategy Web. To do so, you create a text field containing the auto text code {&PromptN&}, as described in Auto text codes for document information. The following examples show how datasets are joined. For documents, you can return to your last document by creating a back-button arrow or navigation bar. Join data visualization specialist Len OToole of InfoCepts for this interactive session, where. The answers provided for each prompt in the report. Minimum MicroStrategy version: 10. 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. 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. Create a report (report B) with Prompt #1, and place Customer on the template. To add a tooltip to a control. The initial version does not yet have all the functionalities of the previous add‑in. ; Choose Create New > Dossier. Published: Jun 8, 2017. A prompt is a question the system presents to a user when a report is executed. A selector can change panels, the focus of a grid or graph report,. Prompt 2: Year. 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 the user tries to login to MicroStrategy Web, the user can do so and run reports and report services documents successfully. MicroStrategy takes advantage of key Mapbox features that enable dossier authors to create beautiful and performant visualizations. This can be seen in the screenshot below. When the dossier gets prompted, all dossier forms for the object will display in the grid. The name of the project. In MicroStrategy Web, add an alert to a report; to do this, run a report, right-click a metric on the. He can save his changes as a new personal answer, but only one personal answer can be saved for the prompt. A comprehensive list of event names and IDs can be found in events. The null handling options available at each level are exactly the same. To include bookmark caches, check Library Cache and Include bookmark caches. We highly recommend using this visualization instead. For the Operator, select Exactly, and then from the drop-down to the left of the text box,. The ability to view or edit certain settings is determined by a user's. Value Prompt. Create A Dossier. For details about the information that is saved in the text file, see Saving a search to a text file . 2. Enable "Prompt Titles and Descriptions" by selecting the box. Learn how to use an external REST client to run MSTR related REST requests. If the prompt already has an answer (a filtering condition) in the Selected pane, you can do one of the following: Change. 1. I don't think I quite follow. If you are linking to a prompted dossier, choose a prompt and a corresponding answer. We’ll include a link to the Dossier in our alert email that will allow us to explore the Dossier on Library Mobile. 2. If for example, the user enters 10/08/08, the report will display the month of October 2008. Use the Account tab to add a new Library. Select Any other prompts to configure a default Answer prompt for any additional prompts added to the target dossier in the future. Enter the Tooltip text that appears when you hover over the text field or image. Enter the name for the date prompt that was created and click on 'Finish' to save the prompt. 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. To access a MicroStrategy page, you use the evt and src parameters in the URL. 3. A prompt is a question the system presents to a user when a report is executed. Prepare file with the answers. If you are linking to a prompted dossier, choose a prompt and a corresponding answer. To create an object prompt. 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. To add a prompt to the Report Filter pane in the Report Editor. xls, . The Links Editor opens. Navigate to the. To hide a dataset object, right-click it and choose Hide. Filters in MicroStrategy are built from Attributes. 6. 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. Open the dossier you want to modify. If you created a new dossier, you must save the dossier before adding an existing dataset. " 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. 11, dossiers and documents containing prompts can be added to MicroStrategy Library. x-10. How do I add a prompt to a MicroStrategy report? To add a prompt to the page-by pane in the Report Editor. To perform this customization, users should create an add-on and add it to the report/document execute page. In MicroStrategy Web, open the document in Design Mode. Drag attributes or metrics from the Datasets panel to the Filter panel. Use MicroStrategy Library,. Configure a Template as the Project Default. Learn more on Adding a Prompt to a Report. Creating Powerful (and Beautiful) Dossiers. 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. If you single click on the icon, or make any manual selection on the filter, the icon is grayed out, indicating dynamic selection is OFF. 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. Last updated: Jun 30, 2022. In MicroStrategy Developer, go to File > New > Metric. Cache update subscriptions refresh. Named as F1. In MicroStrategy Web, if you are creating a new report, open Design Mode. Create a FreeForm SQL Report and add this nested prompt into it. If your end users are using MicroStrategy Web, you can choose to open the dossier in a new browser tab. Open the Filter Editor. Add one of the controls listed above. 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. How to Create a Dossier. Level prompts are not supported in filters. The first dossier page is where you should guide and lead the viewers to dive deeper into your analysis flow. Ordering prompts in documents. A prompt is similar to a filter; both are applied at runtime and customize the results of data. Icon. Click Save. To do this, simply drag and drop the prompt into the qualification. Change Automatic to [Interval duration]. Select Customer_ID, Customer_Name From LU_Customer 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. Option 1: Create a prompt using the Prompt Editor. Interacting with a Document: Selectors. See how it can be achieved. A prompt is a question the system presents to a user when a report is executed. Add the prompted report to the document as a dataset. Parameters Description; General Parameters. Prompts are a platform capability of MicroStrategy that refine the data displayed in reports, documents, and dossiers. Text data is typically in all upper-case or all lower-case letters. Save and run the report. csv or Excel file format (. Linking can improve dossier performance by eliminating the need to include all possible datasets for a single workflow in the same Dossier. You can also share bookmarks by going to Share > Share Dossier. Click Save As. Step 3. Prompt-in-prompt is a feature in which the answer to one prompt is used to define another prompt. 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. Steps to Create: 1. In text box, there is a line break after the name of each attribute. An indicator line appears in the location where you can add the HTML container. Prompts are a platform capability of MicroStrategy that refine the data displayed in reports, documents, and dossiers. Dossier-style documents form the basis of the apps and dossiers you can create with MicroStrategy Mobile. This REST API authenticates a user. Go to Web, EDIT the document and select ALL objects to display in prompts. As images. Example 3: ApplySimple. If you are using MicroStrategy 2021 Update 2 or a later version, the legacy MicroStrategy Office add-in cannot be installed from Web. The following two options can be used in defining each prompt as part of a filter. The "User login" prompt in report filters. Starting with MicroStrategy 10. You can search, view, and edit all project-level settings. The target visualizations only display data that also appears in the source. This video shows you how to add a MicroStrategy dossier to your MicroStrategy Library by using both the Add to Library and Share options. ; You can create multiple cache, History List, Intelligent Cube, or Mobile subscriptions at one time for a user or user group using the Subscription Wizard. The prompt object is incomplete by design. Create an Attribute Element List prompt (for example on Customer) and a Metric Qualification prompt (for example qualify on Profit). From the drop-down, choose your bookmarks. The JavaScript Embedding API allows you to quickly integrate dossiers into a web application in a responsive manner. With the 10. Use the following table. By adding simple dummy attributes you are able to arrange the columns in a much more tidy form without even touching the. In MicroStrategy Developer 9. 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. By default, the metrics Compound Profit and Profit Margin do not use a dynamic aggregation function.