And leverage the Page-By function to focus your analysis on one element. 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. To prompt for multiple object types in the same report, you must create an. To move the HTML container, click and drag the HTML container to the appropriate location in the dossier. If you have a prompt on your dossier, reset will also prompt you to answer the prompt. The initial version does not yet have all the functionalities of the previous add‑in. 2. The section is still displayed in Design View in both MicroStrategy Developer and MicroStrategy Web. You can add multiple datasets. 2. Adding a Prompt to a Report A prompt is a question the system presents to a. The Metric Formula Editor allows. You can create a new folder with the Create New Folder button in the bottom left corner. Create or edit reports with authoring functionality. Steps to import prompt values from a file. Therefore, prompts allow report designers to create reports that let users change the report content at run. Click on 'Next' to continue. 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. Click Save . Formatting options include font, alignment, borders (including 3D borders and drop shadows), text layout. Open a dataset/dossier with the feature to upload answers from files. In the Data Source dialog, select Reports. 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. An attribute may have attribute elements with descriptions that are identical but the ID forms are unique. Answer: Go with dossier. Input a descriptive phrase in Name. The Links Editor opens. Related articles from the Community: Knowledge Base: How to create a derived metric in MicroStrategy Developer 9. Launch the Prompt Generation Wizard in MicroStrategy Developer by going to File menu > New and choosing 'Prompt'. For instructions, see How to Create a Report. Additionally, you can change the bottom Y-axis to have a maximum of 50. They are used to pass information to answer prompts in the target report or document. For an introduction to prompts, how prompts save the report designer time, and how prompts work with MicroStrategy security filters, see the. Use the following table. Whenever in a prompt the user can filter for elements. The mobile placement order follows a “Z-path” (left-to-right and top-to-bottom order). 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. After the attribute form names are enabled, the grid will display. In this customization they should override the preCollectData method. 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. Excel with plain text: Export the report to Microsoft Excel as plain text. Create a filter on attribute "Quarter" and click "Prompt. If you want to assign different formatting. When an instance of a prompted report. 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. Execute the search. To reduce attachment size, select the Compress Contents checkbox, which creates a zip file. The following steps to reproduce pertain to MicroStrategy Web 10. This can help the end user more easily distinguish between elements when browsing or. From the search results the Administrator can rename or delete the objects. For example, you want a report that lists all employees whose age. 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. Create your metric's formula. 1. Did you know you can easily build no-code analytics applications with MicroStrategy Dossiers? In this session from MicroStrategy World 2022, experts. Datasets contain the data that appears on a dossier. Choose Create New > Dossier. Dossiers automatically adjust to look great on any screen. You can add a prompt directly to a report, or indirectly by adding the prompt to a metric or filter. x, prompted text cannot be displayed in a Report Services document unless the prompt is in the dataset of the document. 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. Select a prompt answer and click Apply. From the Home menu, select Export, and then select one of the following export formats: PDF: Export the report to an Adobe PDF file. Dossiers As of MicroStrategy 2020, dossier’s free-form layout allows you to place your visualizations, text boxes, images, selectors, etc. Open a dossier. Click the name of a prompted report or document to run it. The event or action that you want your MicroStrategy Web product to perform. When the prompt is used again (on this report or a different one), the personal answer is displayed. Text can serve as a label for your data or provide background information, a description, or instructions for the dossier. The workflow for this sample is shown below: POST /auth/login. You need to know the type of prompt when. 7. A user can keep the personal answer, or add or delete selections. Text data is typically in all upper-case or all lower-case letters. Here is a sample workflow for using REST APIs to answer prompts: Create an instance of a dossier, document or report. From the left, select General. KB440232. Untill the newest MSTR version we could have created links on attributes and using html code in metrics. 1. Configure a Template as the Project Default. This opens a window with the folder structure for the project. Add or edit filter you want to modify. Create a report (report C) with Prompt #2, and place Call Center on the template. 3. 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 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. Accept the other default values. For example, review the 16 View Filter. Custom: Prompt created in step 1. Choose Create New > Dossier. How to Upload an Image to the repository and Add an image to a DossierRight-click the object, and select Share. Drag and drop the attribute Category from the Object Browser into the Report View: 'Local Template' section to break the report into pages. WorkaroundThis option is available starting in MicroStrategy ONE Update 11. 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. For an immediate solution, please see the following workaround. A selector can change panels, the focus of a grid or graph report,. The value prompt is designed to return report results based on the data type assigned to the data in your data source. Type the pop-up text in the Tooltip field. Manage Datasets. A screen appears where users can choose to create a specific type of value. Open the Filter Editor. Users can select prompt answers from one or more attribute elements from one or more attributes. 2. You can also manually link attributes when you are editing a dossier. 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. If it's a text file (. Resources. An Attribute Qualification prompt can be used in an Attribute form qualification. Prompt-in-prompt is a feature in which the answer to one prompt is used to define another prompt. The link can pass parameters to answer any prompts that are in the target. String functions perform various actions that modify the characters returned for a string of characters. Bitcoin. Choose Add Data > Existing Dataset to add data. wherever you want on the canvas and use the layers panel to control. Create Dashboard B with the above report with three value prompts for each attribute above. Go to Web, EDIT the document and select ALL objects to display in prompts. With our rich semantic layer, advanced security, and open architecture, MicroStrategy is uniquely positioned to leverage these technologies by applying critical context and meaning to pre-trained AI models. Select the 'Prompt answer is required' checkbox in the 'Prompt Generation Wizard'. Watch free 3-5 minutes tutorial videos, with subtitles available in 9 languages, to build product fluency! Start learning. x - 10. txt), uploaded values should be separated with ;. 3. To email a report or document. Grant or revoke user privileges, create security filters, and disable user accounts. x?; Knowledge Base: How to concatenate two. You can add documents to your Library using MicroStrategy Workstation or Web. Create a dossier or chapter filter by dragging attribute and metrics from the Datasets panel to the Filter panel. Click Import to preview the contents of the selected file. Change Automatic to [Interval duration]. You can use these features to leverage your data and discover new insights. When an instance of a prompted report. For details, see the Document Creation Guide. Note: This feature can be used to turn the outlier feature on/off. Add data to the report and leverage formatting capabilities in the modern Library interface. Select a prompt answer and click Apply. To add a prompt to the report, drag and drop the prompt from the All Objects pane onto the report. Make sure all attributes are from different hierarchies. View standard reports in MicroStrategy Library to get a simple, grid view of data. Point to Conditional Formatting, then select Advanced. This can be seen in the screenshot below. After all filter qualifications are added to the report filter, the report creator can now execute the report and receive only one prompt. Transformations allow you to apply an attribute-element based offset to compare metric data. Select the checkbox to include a bookmark or multiple bookmarks. 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. 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. 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. Using a prompted dossier, you can link to a different dossier to pass. A prompt is similar to a filter; both are applied at runtime and customize the results of data. Select one of the following: To deliver the dossier as a PDF file, select PDF. Go to the component 'Database Classes' and dispatcher 'SQL Trace'. Use a Comparison KPI to indicate the progress towards an objective, like sales and goal. The Security Filter Editor opens. Prepare file with the answers. Prompt-in-prompt is a feature in which the answer to one prompt is used to define another prompt. In the Data Source dialog, select Reports. You can use custom expressions to create your filter by using the expression editor that can be accessed through the Based On field. This prompt is used in the filter editor as an attribute qualification. Save it with “Prompt answer is required” unchecked. We’ll include a link to the Dossier in our alert email that will allow us to explore the Dossier on Library Mobile. 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. Each prompt must be part of a filter before it can be included in a MicroStrategy Developer 10. This provides spacing, making complex filter definitions easier to read. Choose File > New > Filter. Then, select a page from a different dossier that you want to filter as the target. These can be VERY handy for automating your data into a call to action for your users! We will setup a. To add a prompt to the report, drag and drop the prompt from the All Objects pane onto the report. Add visualizations and objects to your dossier. Save to create the subscription. Supports exporting to PDF (10. A prompt is a question the system presents to a user when a report is executed. It may be necessary to hide specific prompts from the end user, and to close them without filtering the document. This video shows how to do that with Customer Group in MicroStrategy Web. ; In Answer restrictions, set the minimum and maximum values that can be entered by the user. 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. The attribute element prompt is one of the most commonly used prompt types. The saved file must be a . Interact with the engaged MicroStrategy Community to get answers to all your questions and collaborate for solutions. Select Any other prompts to configure a default Answer prompt for any additional prompts added to the target dossier in the future. 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. Using comments on a dossier is a powerful and effective way to collaborate with others across the enterprise. To manually enter the definition of the derived attribute. csv or Excel file format (. Right click on your drop down selector and choose Properties and Formatting. 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. Create a new metric with the same definition of the metric above. Hierarchy Qualification Prompt. 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. To require users to answer the prompt before running the report, select Prompt answer required. Thus, never requiring the source. From the Answer prompt drop-down, select how your selected prompt is answered. In tile format, you can see the name of the item, the. Steps to create and edit a metric are provided below. Prompt Details {&PromptDetails} Prompt 1: Region prompt. x, users will notice that this is not possible due to the mouse pointer changing into a "not allowed" symbol. 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. See how it can be achieved. If you created a new dossier, you must save the dossier before adding an existing dataset. Add StaticReport as Dossier's. x-10. By default, the first prompt from your prompted dossier is selected. Save and run the report. Create another report whose Filter is a shortcut to F1, Save the report as prompted, named as PromptReport. You can add a prompt directly to a report, or indirectly by adding the prompt to a metric or filter. This tutorial shows how to create derived attributes and metrics in a dossier. 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. Hover over a dossier, and click Subscriptions. From the File menu, select Schedule Delivery to History List. Remove the. To Create and Save a Dossier. 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. The new prompt answers are saved as the latest prompt answer in MicroStrategy. This is a filter which contains a prompt on an attribute element list. Navigate to a prompted report and click Insert. Choose Grid > Grid (Modern). Select Any other prompts to configure a default Answer prompt for any additional prompts added to the target dossier in the future. If the Object Browser is not displayed, from the View menu select Object Browser. Create a report (report A) with Prompt #1 and Prompt #2, and place Customer and Call Center on the template. Add visualizations and objects to your dossier. How to set date attribute filter to current month in microstrategy dossier. Add the prompted report to the document as a dataset. Add recipients and a message. Create the Filter. For an introduction to prompts, how prompts save the report designer time, and how prompts work with MicroStrategy security filters, see the. 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. Edit the Grand selector. Click To to locate the email address of the recipient. This REST API authenticates a user. The text produced from a dataset object. User will be prompted to enter a date. Selectors provide dossier-style documents with interactivity, allowing each user to change how they see the data. 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. In MicroStrategy 9. Add this report as a dataset in a Report Services document. 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. For example, you could create qualifications for six months ago and for 8 months. 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. Execute the report and notice how users are unable to see the date range filter for this report: Add the report as a dataset to a new Report Services Document . You can create a stand-alone prompt, or you can create a prompt that is embedded in a filter. 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. You must create and save a dossier before you can save visualizations of your data. We are getting something similar to the well known in RSD «Edit link…» feature in dossiers: We can:You can now add your new prompt to a report, metric, or filter. This can be a filter on the Filter panel or an in-canvas visualization filter. In Dossier add text box, edit it and add {&Prompt1&} {&Prompt2&} {&Prompt3&}. Under 'Source tables', select a table and click 'Set as Lookup'. Instruction steps: Create a dossier, insert a text/image box. Remove. to create a hyperlink on a textbox or a shape object in a RSD. MicroStrategy Desktop 8. The search has wildcards and certain functionality that should be noted. See the example below. Click Create on any page, point to New Prompt, and select Object. An optional shape can be drawn to disguise this as a button. This setting will allow the end user to render only the chapter that is selected by default. 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. Create or edit reports with authoring functionality. xml, as well as the Event Handlers Reference. In the Dashboard A, create three selectors:. The New Grid dialog box opens. If you are creating a prompt for a filter, click OK to save the prompt in the filter. 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. Join data visualization specialist Len OToole of InfoCepts for this interactive session, where you’ll learn about:. In MicroStrategy Developer, go to File > New > Metric. Choose File > New > Filter. required Specifies whether this prompt is required or. When this feature is enabled, the additional icon appears. ; To determine whether users. When this qualification appears, double-click to add a qualification, and select ID for Qualify On. 6. In the Navigation pane, click next to Dossiers. - get general list of dossiers (list 1) - get list of visualizations applied in each dossier (list 2) - merge two lists. Below are instructions to achieve this in a Report Services Document. Instruction steps: Create a dossier, insert a text/image box. 11, dossiers and documents containing prompts can be added to MicroStrategy Library. 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. The Create New Attribute Form dialog box now appears. To pass the prompt answer for an element prompt when the attribute has a compound ID, you separate each ElementID with a colon. MicroStrategy Tutorial may not contain information for the current date; if the report does not return any data, adjust the dates accordingly. 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. 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. To do this, simply drag and drop the prompt into the qualification. Click More in the upper right corner of the visualization and choose Configure Transaction. If it's a text file (. Edit the attribute selector and configure it to target the panel stack created in step 1. In some scenarios, it's required to group attribute elements by different qualifications. In the left pane, click All Settings. You can create new metrics, called derived metrics, based on attributes and metrics that have already been added to a dossier. . You need to know the type of prompt when. There are different approaches to optimize your free-form dossier on web,. Reset a dossier or re-prompt a document. 2 Add the prompt to a report. Click the arrow next to Report Home, then click Create Personal View. 10 that allows end users to view the query details of a dossier. The Prompt Ordering dialog box opens. To further adjust the scale of the graph, you can change the top Y-axis to have a maximum of 1,100 and a minimum of 900. Save this as "Report 1"Create a panel stack and place a textbox within it. If for example, the user enters 10/08/08, the report will display the month of October 2008. Dossiers automatically adjust to look great on any screen. 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. Choose First N Elements or Last N Elements. Specify a name and location for the new security filter and click Save. Year (ID)= 2007. Navigate to and select the file containing the values to be imported. xls, . 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'. To add additional information to the tooltip, drag the corresponding. 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. View the image below to find the box on the Web page. For steps to save a prompt after you create it, see How to Save a Prompt. 26K. x. 2. By designing dossiers with prompted datasets, end users will now be able to proactively limit the data load prior to running a dossier. x: To modify this information on the prompt page, edit PromptObjectLayout. Use the following table. csv file to keep a record of their settings, or import a previously save file to apply the setting to a project. For example, the user can enter information such as the. 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. Save the prompt as "Call Center Prompt". 4. Create a simple report, Customer and Call Center in rows and Cost and Profit in columns, with. Name of the prompt. Option 1: Create a prompt using the Prompt Editor. If you add a prompt to your report, you will be required to answer the prompt when you save the report. It will not indicate that the check box is enabled, but this step is mandatory. x and above, the interface offers a search option followed by a Match Case check box. This can be seen running the SQL query of the above report on the ODBC test. 4. 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. The Properties and Formatting dialog box opens. Once you have created a dossier, you can add text to it. The answers provided for each prompt in the report. In MicroStrategy 10. View the dossier in Presentation Mode. x reports display the 'Metrics' column on the report grids by default. Minimum MicroStrategy version: 10. Start building with MicroStrategy to deliver exceptional product experiences. 6 and later) Additional Features. To export a report while viewing it: Click the name of a report to display it. 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. You can use prompted reports to allow users to provide input to filter and retrieve data on a dossier. Method 1: Using the auto text “Prompt Details” Edit the document and go to Insert-> Auto text-> Prompt Details. Drag attributes or metrics from the Datasets panel to the Filter panel. To allow more flexibility, the check box allows the user to restrict the search results only to those. 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. 2. Modifying the underlying data source structure requires a new import of the data by using the Replace Dataset. Gauge chart for MicroStrategy Dossier You can easily create gauge chart using metrics and format it as you want. 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. If you are creating a new report, open the Report Editor. The Prompt Ordering option is displayed after a prompt has been answered at least once. Home Published: September 27, 2022 • 963 Views Creating and Editing Reports in MicroStrategy Library It's true! Reports are now available in MicroStrategy. 2. 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). 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. View links to support or legal, or utilize advanced settings. For example, you can create a Home icon to help users easily navigate. ; Choose Create New > Dossier. KB484522: Backslashes are added to elements when importing a CSV file to answer prompt answers in MicroStrategy Web 2020. Locate the dossier: 2. Prompts are a platform capability of MicroStrategy that refine the data displayed in reports, documents, and dossiers. Learning ResourcesGenerative AI in the analytics space. 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. A dataset can come from a variety of sources, including an Excel spreadsheet imported from your computer or downloaded from an URL, a database imported by building a SQL query or picking relational tables, a MicroStrategy project, etc.