A prompt is a question the system presents to a user when a report is executed. Parameters Description; General Parameters. If the Object Browser is not displayed, from the View menu select Object Browser. The 'Select Objects' dialog box opens. In MicroStrategy Web, open the document in Design or Editable Mode. When the prompt is used again (on this report or a different one), the personal answer is displayed. This tutorial shows how to create derived attributes and metrics in a dossier. OR, to convert an existing filter into a security filter, click Import. Click Live Connect Only/All Connectors to toggle between. 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. This is the most user-friendly value that can be used to identify the prompt. This option is available starting in MicroStrategy ONE Update 11. Hierarchy Qualification Prompt. MicroStrategy Tutorial may not contain information for the current date; if the report does not return any data, adjust the dates accordingly. xml, as well as the Event Handlers Reference. The two fundamental parameters are the evt (short for “event”) parameter and the src (short for “source”) parameter. Click More at the top of the Datasets panel and choose Add New Data > New Data. - get general list of dossiers (list 1) - get list of visualizations applied in each dossier (list 2) - merge two lists. (See Example 1: Same attributes, same filter) Example 2: Same attributes with different element values. You can create a stand-alone prompt, or you can create a prompt that is embedded in a filter. 8. Each prompt must be part of a filter before it can be included in a MicroStrategy Developer 10. Example 1: Same attributes in both datasets, different metric, and same filter (same element values). Prompts are a platform capability of MicroStrategy that refine the data displayed in reports, documents, and dossiers. See the System Administration Help for details on working with system prompts. You can apply both static and dynamic text in the same field by typing the static text directly into the field, and then applying dataset objects or codes as described below. Dossiers go beyond traditional dashboards and reports by adding collaboration, responsive design, and a variety of different content such as charts, grids, visualizations, images, reports,. Add Conditional Calculations to a Derived Metric Using the If and Case Functions. For filters in the filter panel, after the dynamic default selection is defined, an icon and text ('First N'/'Last N') appear indicating dynamic selection is ON. To add a tooltip to a control. If DHTML is disabled, click the Go icon . When you execute the report in the future, you are prompted for answers again. The only difference is that for each of the three different Null value handling categories shown below, at the Report. In the Data Source dialog, select Reports. To finish creating the attribute element list qualification, begin at this step. Enable "Prompt Titles and Descriptions" by selecting the box. Use the following table. General Preferences. You can provide conditional analysis by combining data into different groups based on the value of one or more metrics in a. In this case the attributes are Region and Category as shown below: 5. 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. 11 will support prompts for end users. xls, . Using a prompted dossier, you can link to a different dossier to pass. To do this, you can switch to PDF View, which opens the Prompt Answer Wizard. Dossier-style documents form the basis of the apps and dossiers you can create with MicroStrategy Mobile. Prepare file with the answers. He can save his changes as a new personal answer, but only one personal answer can be saved for the prompt. Learning ResourcesGenerative AI in the analytics space. 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. Accelerate analysis with AI-powered apps. To extract a MicroStrategy Dossier, the Dossier ID must be identified. The Links Editor opens. Open the Workstation window in smart mode. A user can keep the personal answer, or add or delete selections. The event or action that you want your MicroStrategy Web product to perform. You can add a prompt directly to a report, or indirectly by adding the prompt to a metric or filter. In WEB – design mode – you’ll see on the left all your selected objects for the dataset. This calculation can be aggregated from the Employee level to the Region level. The event or action that you want your MicroStrategy Web product to perform. The Links Editor opens. txt), uploaded values should be separated with ;. Once the user accepts a shared bookmark, the. For dossier authoring, you should use MicroStrategy Workstation as the local dossier editing tool. wherever you want on the canvas and use the layers panel to control. In the Data Source dialog, select Reports. Change Automatic to [Interval duration]. A threshold is made up of two parts: the condition and the formatting you apply to the values that meet the condition. Click Share to send the bookmarks or copy the link. 5. Selectors provide dossier-style documents with interactivity, allowing each user to change how they see the data. For example, the user can answer the Northeast region or 2002, and the appropriate data is returned from the data warehouse. This allows your users to hover over a keyword on a website and jump directly to a MicroStrategy dossier automatically filtered to the keyword on the card. Answer: Go with dossier. With this in mind, you can build your. 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. Value prompts can be created directly in the Filter Editor at the same time you create the filter in which you want to place the value prompt. The system poses the prompt as a question during execution of a dossier, document, or report, and the answer determines the data that is returned. MicroStrategy 10 Dossier (dashboard) enables dynamic links to reports with passing parameters. Save and run the report. In Answer prompt, choose how your selected prompt is answered:Create a blank dossier or open an existing one. 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. x - 10. For information, see Conditional Metrics. Add the filter to the report. xlsx). Click Save. From the left, select General. MicroStrategy attempts to link attributes that share the same name. Use Case 4. Click Reset to return to the original view of the dossier after performing several dossier manipulations, like drilling, using selectors, or adding reference lines. Add the following Autotext: {&Prompt1&} and {&Prompt2&} as show below: The two prompt AutoText values will correspond with the two Dynamic. 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. Go back to design mode for report1. X in windows machine and I don't see an option to add. They are used to pass information to answer prompts in the target report or document. You can determine how a prompt appears when it is executed in MicroStrategy Web, by selecting a display style, and then updating the style properties associated with it. Open the Workstation window. custom group. This can be seen in the screenshot below. Remove. Video Tutorial - Visualizations in MicroStrategy Dossier, Part 2: The Editor Panel Number of Views 472 KB16876: How to customize a metric's format using syntax in MicroStrategy Developer 9. Create a new, empty report. By designing dossiers with prompted datasets, end users will now be able to proactively limit the data load prior to running a dossier. Select a prompt answer and click Apply. Thus, you can display any MicroStrategy Web page’s content from any other context. In the image above, the SQL is being logged to. The Properties and Formatting dialog box opens. Manage Datasets. For the Operator, select Exactly, and then from the drop-down to the left of the text box,. Select Any other prompts to configure a default Answer prompt for any additional prompts added to the target dossier in the future. The evt parameter in the URL (evt is short for “event”) specifies that event. Drag the prompt onto the Definition pane at the bottom right, as shown in the image below: Answer: Go with dossier. Select 'Qualify on a Metric' in the Prompt Editor as shown below: Select the metric 'Revenue',. Select the 'Prompt answer is required' checkbox in the 'Prompt Generation Wizard'. Starting in MicroStrategy 2021 Update 9, you can also set this formatting at the dossier level using the Editor panel. The saved file must be a . Display the current date and time. For instructions, see Creating a Prompt. For example, a transformation metric can help a user compare last month's revenue to this month's revenue. When an instance of a prompted report. Navigate to a prompted report and click Insert. ; Remove redundant axis titles — You don’t need the axis title “Month” when you already have months as labels. The ability to view or edit certain settings is determined by a user's. Choose a prompt. Join data visualization specialist Len OToole of InfoCepts for this interactive session, where you’ll learn about:. Starting in MicroStrategy 2021 Update 5, there is an new out-of-the-box, feature-rich, Gauge visualization. Select this to add a line after each filter type name and before the actual definition of the filter. 4. Every out-of-the-box action in MicroStrategy Web is associated with a specific event. The prompts, which contain default answers, are displayed in a manner similar to a standard MicroStrategy report. 5. Create filters qualifications for other attributes in the same way. Result: Acts mostly as one dataset, but missing values are. You can also apply a set of color and shading schemes to all the objects on a graph report. Open a dataset/dossier with the feature to upload answers from files. In the top toolbar, click Insert Visualization . March 4, 2020 at 3:01 PM Adding a prompt in dossier is available only in IOS version? I am using MicroStrategy version 11. Tap Tile to view the contents of your library in tile format or as a list. To Answer a Prompt by Defining a Filter Based on an Attribute. The section is still displayed in Design View in both MicroStrategy Developer and MicroStrategy Web. Click the arrow icon at the top right of the title bar to display a list of options, then select one of the following: To use the selector to. Where P1 is the prompt for the initial date and P2 is the final date prompt. In MicroStrategy Web, if you are creating a new report, open Design Mode. 3. To open the Send Now dialog box: For a document: Click the menu icon on the right, and select Send Now. 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. The initial version does not yet have all the functionalities of the previous add‑in. If you saved the dossier with the option to discard current answers in Web Authoring or Developer, your re-prompted answers are still saved as the latest prompt. A prompt allows a user to provide an answer to restrict or filter data during report execution. Drag and drop the objects into the report grid. To add a prompt to the report, drag and drop the prompt from the All Objects pane onto the report. Choose Add Data > Existing Dataset to add data. Both of these techniques are described below: About prompts. Prompt-in-prompt is a feature in which the answer to one prompt is used to define another prompt. For instructions, see Creating a Prompt. Choose whether you want to Pass the filter conditions to the target page. Specify a name and location for the new security filter and click Save. If for example, the user enters 10/08/08, the report will display the month of October 2008. Instruction steps: Create a dossier, insert a text/image box. Dossiers with MicroStrategy 10. The following two options can be used in defining each prompt as part of a filter. To reduce attachment size, select the Compress Contents checkbox, which creates a zip file. 1. You can hide the Page Footer in all MicroStrategy Web modes but display it when the document is viewed as a PDF. xml under WEB-INFxmllayouts. Click ' Choose files' and select your Excel file or drag and drop the Excel file into the window. For steps to save a prompt after you create it, see How to Save a Prompt. By designing dossiers with prompted datasets, end users will now be able to proactively limit the data load prior to running a dossier. 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. Select a folder to save your new dossier in. x-10. Embedded directly in apps, end users have access to their very own AI assistant. 6. Create another panel stack (Parent) and place the Child panel stack within it. You can use custom expressions to create your filter by using the expression editor that can be accessed through the Based On field. MicroStrategy Tutorial. You can use prompted reports to allow users to provide input to filter and retrieve data on a dossier. Use Language Default is enabled by default. Answer the prompts and execute the report. 9) Arrange the prompts on the grid as you see fit. Right-click the object on which you want to create the link, then select Edit Links. Choose Grid > Grid (Modern). To pass the prompt answer for an element prompt when the attribute has a compound ID, you separate each ElementID with a colon. An attribute may have attribute elements with descriptions that are identical but the ID forms are unique. Once you have finished defining the filter, you can answer the. Use MicroStrategy Library,. 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. 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. The report is saved with active prompts. For example, you want a report that lists all employees whose age. To prompt for multiple object types in the same report, you must create an. Metric with an IF Function. Add the prompt to your report. Its default value is true. 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. For steps. With MicroStrategy Dossier, you can now add a new visualization to the dossier canvas. The following steps describe how to create a personalized email or file subscription for multiple recipients. Undo the automatic layout by clicking in the ‘click here’ link, like shown in the image below. Select the function to use to calculate data in the metric. Click the Re-Prompt button. Year (ID)= 2007. Create a prompt on the Call Center attribute (Prompt #2). If you are linking to a prompted dossier, choose a prompt and a corresponding answer. By default, the metrics Compound Profit and Profit Margin do not use a dynamic aggregation function. It will not indicate that the check box is enabled, but this step is mandatory. Run the report. It creates a MicroStrategy session using credentials for the user, a specified authentication mode, and other information passed in the body of the request. A user can keep the personal answer, or add or delete selections. If. A prompt is similar to a filter; both are applied at runtime and customize the results of data. Click Save As. Select the Security Filters tab. Published: Mar 21, 2023 The "User login" prompt in report filters. x. 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. x, users will notice that this is not possible due to the mouse pointer changing into a "not allowed" symbol. 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. 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. This is different from prompted reports. In MicroStrategy 10. The Apply functions are not meant to take. 1. 1. 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. To create a prompted dossier, you must first perform the following steps in MicroStrategy Web: Create a prompt. Choose Add Data > Existing Dataset to add data. The space will essentially "hide" the names. The correct URL retrieves the content and displays the. Enable the Show attribute names parameter. In MicroStrategy Developer, go to File > New > Metric. Add other objects, such as text, images, and. To access a MicroStrategy page, you use the evt and src parameters in the URL. You can add a prompt directly to a report, or indirectly by adding the prompt to a metric or filter. Some key benefits include: Mapbox maps use vector tiles instead of image tiles used by many competitors, which enables much smoother and more customizable zooming. In MicroStrategy Web, open the document in Design or Editable Mode. Drag and drop the attribute Category from the Object Browser into the Report View: 'Local Template' section to break the report into pages. You can create derived attributes and drive metrics and groups in dossier. Create a report (report B) with Prompt #1, and place Customer on the template. If you are creating a prompt for a filter, click OK to save the prompt in the filter. Prompts are a platform capability of MicroStrategy that refine the data displayed in reports, documents, and dossiers. 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. 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. One: Only one personal answer can be saved for this prompt. Click Add to Library so you can access the dossier directly from Library in the future. Edit the predefined text for the Prompt title and instructions. 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. MicroStrategy Features . To verify that you are subscribed to the dossier, click. Choose a prompt. In order to calculate the difference for a metric Revenue between Year 2011 and 2012 in MicroStrategy Visual Insight, MovingDifference function can be used to get the designed result. A prompt is a question the system presents to a user when a report is executed. Prepare file with the answers. The MicroStrategy prompt that is mapped to the SAP BW variable can be either optional or required. This article will show you how to create data alerts in MicroStrategy. It also highlights a few capabilities the Free-form Layout will allow the Dossier deisgner to do. If you add a prompt to your report, you will be required to answer the prompt when you save the report. Run the report and it will prompt the user to select a date. 4. Prompts are a platform capability of MicroStrategy that refine the data displayed in reports, documents, and dossiers. x reports display the 'Metrics' column on the report grids by default. x and above, the interface offers a search option followed by a Match Case check box. Introduction to Dossiers. 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. There are two ways to display the prompt selections for the object prompt in the document. Thus, never requiring the source. See how it can be achieved. You can re-prompt the dossier. To add additional information to the tooltip, drag the corresponding. 2. Users can select prompt answers from one or more attribute elements. To add a text field to a document. If the New Filter dialog box is displayed, click the Empty Filter icon. x report. Click Link. For steps, see the Basic Reporting Guide. 3. Publisher: MicroStrategy . Main steps in this script: - establish connection to MSTR environment. See Using the URL API to Access a MicroStrategy Web Page topic for instructions on how to access both out-of. x-10. Click Blank Dossier. It allows the caller to provide a list of attribute elements from which a selection is made. 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. Create a blank dossier or open an existing one. 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. To finish creating the attribute element list qualification, begin at this step. You can change the default values for these check boxes in the Project Configuration. How to Upload an Image to the repository and Add an image to a DossierRight-click the object, and select Share. When running certain prompt types in MicroStrategy Web 9. Point to Conditional Formatting, then select Advanced. This feature is only implemented for element list prompts. promptAnswerMode *. OK, thank you. The prompt object is incomplete by design. x?; Knowledge Base: How to concatenate two. 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. To do so, you create a text field containing the auto text code {&PromptN&}, as described in Auto text codes for document information. Run a Dossier with the prompt answers that you wish to use for the subscription. Start building with MicroStrategy to deliver exceptional product experiences. Run a report with the prompt answers that you wish to use for the personal view. Create Dashboard B with the above report with three value prompts for each attribute above. 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. Datasets contain the data that appears on a dossier. 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. You can also manually link attributes when you are editing a dossier. The New Prompt page opens. In a two-node. In the Data Source dialog, select Reports. This image will be different depending on the value of an attribute. With the launch of the new free-form layout in MicroStrategy 2020, the idea of making your dossiers responsive is even more important. The query details can be accessed from the dropdown in the top right corner of a visualization. Learn more about MicroStrategy REST API Playground here. Create the Filter. From the toolbar, select Run Report. The name of the project. For example, you could create qualifications for six months ago and for 8 months. 0. ; To determine whether users. Open the Filter Editor. Once you have used the dossier. From the File menu, select Schedule Delivery to History List. This can be done by including a prompt in the filter’s definition. MicroStrategy Workstation allows you to create email subscriptions through Distribution Services. 1. You can open a working demo by uploading the . 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. For documents, you can return to your last document by creating a back-button arrow or navigation bar. Perform the following steps: You can determine whether to include or exclude data for the selected range. SYMPTOM: An attribute element prompt list does not show all of the elements for that attribute, but if the user searches for the missing elements, they do appear. In MicroStrategy Developer, from the File menu, select New, and then choose Report. Named as F1. Did you know you can easily build no-code analytics applications with MicroStrategy Dossiers? In this session from MicroStrategy World 2022, experts. Supports using a visualization as a selector. 2 days ago · I have a Microstrategy dossier and I want to show an image when the dossier is executed. When this feature is enabled, the additional icon appears at the top of the prompt answers' window. You can create new metrics, called derived metrics, based on attributes and metrics that have already been added to a dossier. 4. To perform this customization, users should create an add-on and add it to the report/document execute page. Create an attribute in the MicroStrategy Tutorial project that has an ID of the type "Text". Click the name of the dossier to run it. From the Schedule drop-down list, select a schedule or event to use to send the dossier to the History List. Start, stop, or restart the Intelligence Server, configure clusters, and disconnect active sessions. If it's a text file (. Therefore, prompts allow report designers to create reports that let users change the report content at run. This is a filter which contains a prompt on an attribute element list. Learn how to use an external REST client to run MSTR related REST requests. In Answer prompt, choose how your selected prompt is answered:Case. In MicroStrategy 9. You can get a list of the prompts that have been applied to a dossier, document or report, together with the definition of each prompt. Navigate to the appropriate location, name the file, and save it. x, users will notice that this is not possible due to the mouse pointer changing into a "not allowed" symbol. You can only use objects of one type in an object prompt. Add the filter that contains both prompts to generate the date prompt. MicroStrategy Dossier makes it easy to build insightful and engaging dashboards—and with the free-form canvas, the. 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. They can be overridden at the report level, by accessing the Export Options dialog box for. Configure a Template as the Project Default. Browse to and select a previously saved Intelligent Cube on which to build your report. From the Home menu, select Export. Choose a prompt. 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. Save and run the report. The metric, 'Prompt answer' will display the prompt answer on the report, as shown below: If the metric 'Prompt answer' returns as blank, remove and re-add the metric, 'Prompt answer' onto the report in design mode. You can. csv or Excel file format (. Choosing any value in the Filter panel will limit the data that is returned on the visualizations or grids. 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. Starting with MicroStrategy 10. Using comments on a dossier is a powerful and effective way to collaborate with others across the enterprise. The Prompt Ordering option is displayed after a prompt has been answered at least once. Data alerts work as a function of thresholding. Open a dossier with two or more visualizations. If you created a new dossier, you must save the dossier before adding an existing dataset. Create and save the prompt. By default, the first prompt from your prompted dossier is selected. You can also create a new dataset by adding objects from a project on a server. Starting with MicroStrategy 10. Create a report with the attribute and the attribute element prompt. Edit All Project-Level Settings. Run a report with the prompt answers that you wish to use for the personal view. Right click the dossier and select "Properties": 3. Create an Attribute Element List prompt (for example on Customer) and a Metric Qualification prompt (for example qualify on Profit). documents or status. The null handling options available at each level are exactly the same. To Create and Save a Dossier. They act as containers for non-standard SQL expressions that MicroStrategy does not support. Select Any other prompts to configure a default Answer prompt for any additional prompts added to the target dossier in the future. In the Data Source dialog, select Reports. From the left, click Grid. View the dossier in Presentation Mode.