Steps to import prompt values from a file. Save and run the report. Choose Add Data > Existing Dataset to add data. Prompts are a platform. x report. 6. This can be seen in the screenshot below. With the 10. From the Answer prompt drop-down, select how your selected prompt is answered. 4. Alerts Editor. Year (ID)= 2007. Did you know you can easily build no-code analytics applications with MicroStrategy Dossiers? In this session from MicroStrategy World 2022, experts. Learn more about MicroStrategy REST API Playground here. When you execute the report in the future, you are prompted for answers again. On an existing bookmark, click Share . With Navigation Bar: Without Navigation Bar: enableCollab – If the value is set to false, the Collaboration. For steps to save a prompt after you create it, see How to Save a Prompt. Create a Report Services document using R1 as the dataset, drag the grid into the detail. csv or Excel file format (. 4. Click Link. Right-click the object's header in the report, select Move, and then select To Page-by Axis. For steps, see the Basic Reporting Guide. To add a tooltip to a control. To create a prompted dossier, you must first perform the following steps in MicroStrategy Web: Create a prompt. " This user is associated only with data from the Central. Option 1: Create a prompt using the Prompt Editor. Case can be used for categorizing data based on multiple conditions. For steps. 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. MicroStrategy URL Parameters. For details about the information that is saved in the text file, see Saving a search to a text file . Add Month as an attribute and corresponding metric. Click the name of a prompted report or document to run it. If the prompt already has an answer (a filtering condition) in the Selected pane, you can do one of the following: Change. If it's a text file (. In the document layout area, right-click the text field that you want to format. It allows the caller to provide a list of attribute elements from which a selection is made. Answer the prompts and execute the report. Choose Get Info if you are using a Mac. Enter the definition of the derived attribute directly into the right pane. 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. Prompt Details {&PromptDetails} Prompt 1: Region prompt. Result: Acts mostly as one dataset, but missing values are. This video shows you how to add a MicroStrategy dossier to your MicroStrategy Library by using both the Add to Library and Share options. Once you have finished defining the filter, you can answer the. . All pages in one chapter share the. Click Select. Hello there, In this video, I talk about HTML Container in Dossiers and how you can use it to customize your dashboards. 9) Arrange the prompts on the grid as you see fit. Prompts users to choose from all attributes in a hierarchy. Name the personal view and click OK to save. Select the desired option for 'Show attribute names'. x, users will notice that this is not possible due to the mouse pointer changing into a "not allowed" symbol. Select Any other prompts to configure a default Answer prompt for any additional prompts added to the target dossier in the future. Create a FreeForm SQL Report and add this nested prompt into it. You can create derived attributes and drive metrics and groups in dossier. In MicroStrategy Developer 9. These code samples also illustrate how to use an add-on to modify the data collection of the application. MicroStrategy Desktop 8. Choose a prompt. It also provides a procedure to modify an existing report. 11. In tile format, you can see the name of the item, the. Create the Filter. Main steps in this script: - establish connection to MSTR environment. In MicroStrategy Developer 9. Comment on a Dossier. Enable "Prompt Titles and Descriptions" by selecting the box. In this customization they should override the preCollectData method. After running a prompted dossier in MicroStrategy, click Re-Prompt to change your prompt answers. 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. In some scenarios, it's required to group attribute elements by different qualifications. The metric can show only value prompt answers. The Gauge chart allows you to showcase data and compare metrics in a clear, creative format. MicroStrategy Dossier makes it easy to build insightful and engaging dashboards—and with the free-form canvas, the latest 2020 platform release has introduced new game-changing, design-focused features. Remove. You can add multiple datasets. Therefore, prompts allow report designers to create reports that let users change the report content at run. If you want to assign different formatting. The option is now displayed. This is a list of the available auto text macros that the Report Services Document engine recognizes. In text box, there is a line break after the name of each attribute. If you are creating a prompt for a filter, click OK to save the prompt in the filter. Create a blank dossier or open an existing one. MicroStrategy attempts to link attributes that share the same name. 1. Right-click the grid, then select Properties and Formatting. Add StaticReport as Dossier's. Choose Grid > Grid (Modern). This can be seen running the SQL query of the above report on the ODBC test. Depending on your MicroStrategy product and licensing. key Unique identifier of the prompt. This change was introduced in both MicroStrategy 2019 Update 4 and MicroStrategy 2020, and solves the regression issue discovered in MicroStrategy 10. 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. Named as F1. The section is still displayed in Design View in both MicroStrategy Developer and MicroStrategy Web. Add other objects, such as text, images, and. Create a report with its filter set to a shortcut to F1. Go back to design mode for report1. Click the arrow next to Report Home, then click Create Personal View. 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). How to Create a Dossier. Using MicroStrategy Distribution Services you can deliver a report or document to your user and for each user you can specify the correct prompt answers. For example, you can add code to get the table of contents. In MicroStrategy Web, open the document in Design or Editable Mode. Choose File > New > Intelligent Cube. Create an Attribute Element Prompt based off of that attribute. A prompt is similar to a filter; both are applied at runtime and customize the results of data. This image will be different depending on the value of an attribute. Click the name of a report to execute it. Open the Workstation window with the Navigation. ; Remove redundant axis titles — You don’t need the axis title “Month” when you already have months as labels. Click 'Prepare Data' if further processing is required or click 'Finish' if it is not required. In the Navigation pane, click next to Dossiers. Hierarchy Qualification Prompt. You can use prompted reports to allow users to provide input to filter and retrieve data on a dossier. 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. How to set date attribute filter to current month in microstrategy dossier. However, since a text prompt cannot be directly incorporated in a report object, it. Add the filter to the Report Filter of the report. Steps to create and edit a metric are provided below. To move metrics to the page-by area, right-click the word Metric on the report and select Page-by. When this feature is enabled, the additional icon appears at the top of the prompt answers' window. ApplySimple("Datediff(YY,#0,getdate())", [BIRTH_DATE])Data displayed in MicroStrategy Viewers can be filtered by different criteria. When an OLAP report is created from an Intelligent Cube, some users may have difficulty adding prompt objects to that report. You can add a prompt directly to a report, or indirectly by adding the prompt to a metric or filter. TYPE: Custom Group. 4. ; Add reference lines — The line chart comes with many prebuilt reference. Anyone who can access a dossier (or documents) via the MicroStrategy Library, can add comments that are specific to that dossier. x?; Knowledge Base: How to concatenate two. Hover over an element in the visualization. Create or edit reports with authoring functionality. 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. 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. Resources. This technical note explains a possible reason for an attribute element prompt not showing all its elements, in MicroStrategy 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. To Create an Intelligent Cube Using Freeform SQL or Query Builder. 2. - get general list of dossiers (list 1) - get list of visualizations applied in each dossier (list 2) - merge two lists. Click on 'Next' to continue. This video shows how to do that with Customer Group in MicroStrategy Web. You can add documents to your Library using MicroStrategy Workstation or Web. Tap Tile to view the contents of your library in tile format or as a list. MicroStrategy takes advantage of key Mapbox features that enable dossier authors to create beautiful and performant visualizations. To create a static label, type text: a. Click an object to add it to the definition. 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. 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. 26K. Supports exporting to PDF (10. No matter what the user chooses, only the specific month will be displayed. 10 that allows end users to view the query details of a dossier. On the Upload Successful dialog box, click Share Dossier. When this feature is enabled, the additional icon appears. 1. 3 Add the prompted. An optional shape can be drawn to disguise this as a button. To manually enter the definition of the derived attribute. When the prompt is used again (on this report or a different one), the personal answer is displayed. Save the prompt as "Call Center Prompt". Starting in MicroStrategy 2021 Update 5, there is an new out-of-the-box, feature-rich, Gauge visualization. Add the prompt to your report. We highly recommend using this visualization instead. To access a MicroStrategy page, you use the evt and src parameters in the URL. You can use REST APIs to get information about five supported types of prompts applied to dossiers, documents, and reports. Click Add to Library so you can access the dossier directly from Library in the future. use the Equals operator and do not add any wildcard character to the. Choose File > New > Filter. You can change the default values for these check boxes in the Project Configuration. There are different approaches to optimize your free-form dossier on web,. If the Object Browser is not displayed, from the View menu select Object Browser. Creating Powerful (and Beautiful) Dossiers. 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. This is the most user-friendly value that can be used to identify the prompt. You can narrow the list of functions displayed in the pane by doing one of the following: To search for the function by name, type 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. The only difference is that for each of the three different Null value handling categories shown below, at the Report. See how to further. Note: This feature can be used to turn the outlier feature on/off. In MicroStrategy Web, open the document in Design or Editable Mode. The user can also write the SQL Trace to a new log file by selecting the option from the drop down. xml, as well as the Event Handlers Reference. The attributes and metrics appear as filters. 2. Steps to order prompts in reports. Add data to the report and leverage formatting capabilities in the modern Library interface. For example, you can create a Home icon to help users easily navigate. txt), uploaded values should be separated with ;. From the left, click Grid. Its default value is true. Click Create on any page, point to New Prompt, and select Object. Each prompt must be part of a filter before it can be included in a MicroStrategy Developer 10. The correct URL retrieves the content and displays the. Solution The MicroStrategy Technology Team is currently resolving this issue. 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. Choose Create New > Dossier. For steps, see the Basic Reporting Guide. Both of these techniques are described below: About prompts. If you are linking to a prompted dossier, choose a prompt and a corresponding answer. - push the dataset to Platform Analytics project for further analysis. Follow the prompts to select your visualization type and add data to your visualization. We’ll include a link to the Dossier in our alert email that will allow us to explore the Dossier on Library Mobile. To do so, you create a text field containing the auto text code {&PromptN&}, as described in Auto text codes for document information. The New Prompt page opens. Under 'Level…' choose the attribute. From the Insert menu, select Text. If you add a prompt to your report, you will be required to answer the prompt when you save the report. 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. For information on how each type of prompt can be added to a report, see the table in About adding a prompt to a report. If you do not want this dialog box to be shown in the future, select Don't show. To Create and Save a Dossier. 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. Alternatively, you can add documents from a link or by invite. An indicator line appears in the location where you can add the HTML container. MicroStrategy Web provides a wide range of parameters that can be used in combination to achieve different types of requests. To export a report while viewing it: Click the name of a report to display it. For an introduction to prompts, how prompts save the report designer time, and how prompts work with MicroStrategy security filters, see the. 4. In MicroStrategy 9. evt. - export to Excel. These can be VERY handy for automating your data into a call. Open a dossier. 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. The Create New Attribute Form dialog box now appears. 2. Select one of the following: To deliver the dossier as a PDF file, select PDF. 5. To show the Page-by area, from the Tools menu, select Page-by Axis. 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. The JavaScript Embedding API allows you to quickly integrate dossiers into a web application in a responsive manner. You can create a stand-alone prompt, or you can create a prompt that is embedded in a filter. A prompt is similar to a filter; both are applied at runtime and customize the. The option is now displayed. How to Upload an Image to the repository and Add an image to a DossierRight-click the object, and select Share. Open the cube report in Design View. 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. Cache update subscriptions refresh. Number of Views 6. The Attribute element prompt is the most restrictive, allowing users to choose from the fewest number of attribute elements to define their filter criteria. Create an Attribute Element List prompt (for example on Customer) and a Metric Qualification prompt (for example qualify on Profit). Visit the data visualization and data dashboard galleries for inspiration. Navigate to the appropriate location, name the file, and save it. 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. 3. Navigate to a prompted report and click Insert. Interact with the engaged MicroStrategy Community to get answers to all your questions and collaborate for solutions. To create a conditional format based on the contents of a text field. 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. 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. Run a report with the prompt answers that you wish to use for the personal view. 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'. MicroStrategy Features . For the Operator, select Exactly, and then from the drop-down to the left of the text box,. x. Click on the Validate button to recognize the prompts. Step 3. 3. The text produced from a dataset object. A prompt is a question the system presents to a user when a report is executed. Now there are some parameters which varies and user want to prompt them on dossier. Level prompts are not supported in filters. Change Automatic to [Interval duration]. xlsx). Supports custom drop zones. Hover over a dossier, and click Subscriptions. For instructions, see Creating a Prompt. A prompt allows a user to provide an answer to restrict or filter data during report execution. These code samples illustrate how to pass prompt answers through the URL rather than from the Web interface of the application. You are returned to the New Filter page. Click Save. Choose File > New > Filter. Prompt-in-prompt is a feature in which the answer to one prompt is used to define another prompt. 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. 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. Metric with an IF Function. Manage Datasets. Choose First N Elements or Last N Elements. Using a prompted dossier, you can link to a different dossier to pass prompt answers selected on the source dossier to the target dossier. 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. Create a report (report B) with Prompt #1, and place Customer on the template. promptAnswerMode *. If DHTML is disabled, click the Go icon . Browse to the filter you want to convert and click Open. Add the prompted report to the document as a dataset. The Prompt Ordering dialog box opens. Drag the prompt onto the Definition pane at the bottom right, as shown in the image below:Answer: Go with dossier. Interacting with a Document: Selectors. Also, if you edit a prompted report and add another prompt to it. You can format a graph report by adjusting colors, and applying a variety of graphical effects, including gradients, transparency, patterns, pictures, textures, and bevel effects. 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. Add data to a dossier by importing data from a file, database, or the results of a custom database query (that is, Freeform script). Create your metric's formula. You can create new metrics, called derived metrics, based on attributes and metrics that have already been added to a dossier. Formatting options include font, alignment, borders (including 3D borders and drop shadows), text layout. Choose Add Data > Existing Dataset to add data. Method 1: Using the auto text “Prompt Details” Edit the document and go to Insert-> Auto text-> Prompt Details. x. 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. To reduce attachment size, select the Compress Contents checkbox, which creates a zip file. See Using the URL API to Access a MicroStrategy Web Page topic for instructions on how to access both out-of. To finish creating the attribute element list qualification, begin at this step. The Properties and Formatting dialog box opens. Learning ResourcesGenerative AI in the analytics space. If it's a text file (. From the Home menu, select Export. With expanded data. The "User login" prompt in report filters. Click 'Add External Data' and then 'File From Disk'. Report Services Documents that contain prompts can now be accessed via the Library with an enhanced prompting interface. 4. MicroStrategy attempts to link attributes that share the same name. Use a Comparison KPI to indicate the progress towards an objective, like sales and goal. 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. 2. They act as containers for non-standard SQL expressions that MicroStrategy does not support. Run a Dossier with the prompt answers that you wish to use for the subscription. Ordering prompts in documents. Create a simple report, Customer and Call Center in rows and Cost and Profit in columns, with. Edit All Project-Level Settings. 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. 11+ you can load dossier chapters on demand by enabling the "Load chapters on demand" feature in Dossier Properties. Year (ID)= 2007. The following steps describe how to create a personalized email or file subscription for multiple recipients. Click Add cache update subscription. This opens a window with the folder structure for the project. 0. For instructions, see How to Create a Report. In WEB – design mode – you’ll see on the left all your selected objects for the dataset. A prompt is similar to a filter; both are applied at runtime and customize the. See Using the URL API to Access a MicroStrategy Web Page topic for instructions on how to access both out-of. Use @filter or click filter in the comment panel to. If the New Filter dialog box is displayed, click the Empty Filter icon. If you created a new dossier, you must save the dossier before adding an existing dataset. It may be necessary to hide specific prompts from the end user, and to close them without filtering the document. A prompt is a question the system presents to a user when a report is executed. You can also share bookmarks by going to Share > Share Dossier. How the user answers the question determines what data is displayed on the report when it is returned from your data source. Home Published: September 27, 2022 • 963 Views Creating and Editing Reports in MicroStrategy Library It's true! Reports are now available in MicroStrategy. X in windows machine and I don't see an option to add. If other links are already displayed in the Links Editor, click New to create a new link. The Prompt Ordering dialog box opens. To do this, you can switch to PDF View, which opens the Prompt Answer Wizard. If you do not want this dialog box to be shown in the future, select Don't show. Select 'Qualify on a Metric' in the Prompt Editor as shown below: Select the metric 'Revenue',. Choose Add Data > Existing Dataset to add data. Click HTML Text and type HTML into the field to add it to the dossier without an iFrame. From the File menu, select Schedule Delivery to History List. 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. Narrowing the focus of a report to the data that is of interest of you enables another level of report analysis that can highlight business trends and figures. Use Case 4. Create a filter on attribute "Quarter" and click "Prompt. Click 'OK'. 3. This functionality allows users to search for specific elements within the prompt available answers. For example, these functions can aid in the creation of attribute forms by combining multiple columns of. You can re-prompt the dossier. The Filter Editor opens. promptAnswerMode *. Once you have created a dossier, you can add text to it. You then define a conditional format to hide the text field if the text field is empty. You can also apply a set of color and shading schemes to all the objects on a graph report. Below are instructions to achieve this in a Report Services Document. Perform the following steps: You can determine whether to include or exclude data for the selected range. The prompts supported in the MicroStrategy platform are defined in EnumDSSXMLPromptType. 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. Select the checkbox to include a bookmark or multiple bookmarks. Parameters Description; General Parameters. For an immediate solution, please see the following workaround. Open the Filter Editor. A prompt is a question the system presents to a user when a report is executed. 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. 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. evt. While string functions can be used to create metrics, a more common use case for these functions is in the creation of attribute forms. Add the filter to the report. Metric definition: Sum (IF (Employee@ID In (1,2,4,5),Revenue,0)){~+} This is good as a quick solution, since. Input a descriptive phrase in Name. In the Data Source dialog, select Reports. You can also manually link attributes when you are editing a dossier. Select the answer that you want to save as the default prompt answer and click Run Report to execute the report. 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. Until then, a possible workaround is to create a version.