When this feature is enabled, the additional icon appears. If you created a new dossier, you must save the dossier before adding an existing dataset. Display the current date and time. Value Prompt. Idea: Ability to hide chapters and pages on Dossiers based on user access. When an instance of a prompted report. TYPE: Custom Group. Parameters Description; General Parameters. The shown folders are the same folders available in MicroStrategy Web. Click More at the top of the Datasets panel and choose Add New Data > New Data. The query details can be accessed from the dropdown in the top right corner of a visualization. Release the mouse button to place the HTML container in the. ; Follow the prompts to select your visualization type and add data. Introduction to MetricsThresholds can make analyzing large amounts of data easier because images are easy to locate and different colors are quickly identified. 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. Observe the selection box next to the text box is automatically changed to "Simple Prompt". 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. From the Answer prompt drop-down, select how your selected prompt is answered. This can help the end user more easily distinguish between elements when browsing or. For. Select the desired option for 'Show attribute names'. Edit All Project-Level Settings. If you unset the filter, the icon. These can be VERY handy for automating your data into a call to action for your users! We will setup a. 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. 2. If you created a new dossier, you must save the dossier before adding an existing dataset. In MicroStrategy 10. Navigate to a prompted report and click Insert. Select a folder to save your new dossier in. 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. A prompt is a MicroStrategy object that allows user interaction at report run time. The workflow for this sample is shown below: POST /auth/login. By adding simple dummy attributes you are able to arrange the columns in a much more tidy form without even touching the. Select a prompt answer and click Apply. With expanded data. " This user is associated only with data from the Central. 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. Year (ID)= 2007. xls, . x - 10. x and above, the interface offers a search option followed by a Match Case check box. 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. Introduction to Attributes. In MicroStrategy Web, open the document in Design or Editable Mode. 4. Option 1: Create a prompt using the Prompt Editor. Select the chapter to filter. For documents, you can return to your last document by creating a back-button arrow or navigation bar. The option is now displayed. Its default value is true. Navigate to a prompted report and click Insert. In this customization they should override the preCollectData method. The following image shows a document in PDF View in MicroStrategy Developer, displaying page numbers at the top of the page. After running a prompted dossier in MicroStrategy, click Re-Prompt to change your prompt answers. To finish creating the attribute element list qualification, begin at this step. The saved file must be a . The 'Select Objects' dialog box opens. Select all the contacts, users and file locations as the recipients by clicking on 'To:'. x, prompted text cannot be displayed in a Report Services document unless the prompt is in the dataset of the document. If available, select the Certified Dossier checkbox to certify your dossier. You can create a new folder with the Create New Folder button in the bottom left corner. Save the report as R1. 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. Decide a name for your subscription, how often it will update, and its type and recipients. mstr file below and deploy it in MicroStrategy Desktop or MicroStrategy Web. Run a Dossier with the prompt answers that you wish to use for the subscription. Import or upload a dossier. Choose a prompt. You can select one or more dossiers, documents, or reports in a variety of formats, define a schedule and message, and specify settings for the subscription object. It provides procedures to create a new report and add attributes, metrics, filters, and prompts to the 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. Click Save. Starting with MicroStrategy 10. This option is available starting in MicroStrategy ONE Update 11. To show the Page-by area, from the Tools menu, select Page-by Axis. You can create new metrics, called derived metrics, based on attributes and metrics that have already been added to a dossier. 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. MicroStrategy ONE Dossier Amplify productivity with AI Auto Dashboard allows users to enter an entirely new world of free-form design - automatically. These code samples illustrate how to pass prompt answers through the URL rather than from the Web interface of the application. In MicroStrategy Developer, use the Folder List on the left to navigate to the folder where you want to store your new filter. 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 attribute element prompt is one of the most commonly used prompt types. If you are creating a prompt for a filter, click OK to save the prompt in the filter. Click Next and for the Select Default Prompt Qualifications, click the Add button. This is the most user-friendly value that can be used to identify the prompt. To find Filter names in MicroStrategy: . View standard reports in MicroStrategy Library to get a simple, grid view of data. Create a Dossier from a report with a prompt. To do this, you can switch to PDF View, which opens the Prompt Answer Wizard. txt), uploaded values should be separated with ;. Configure a Transaction Grid. Undo the automatic layout by clicking in the ‘click here’ link, like shown in the image below. From the toolbar, select Run Report. When you add a new text field, its formatting is determined by the control defaults. You can use prompted reports to allow users to provide input to filter and retrieve data on a dossier. Create A Dossier. How to Interact with a Dossier. " Select "Use a filter to reduce the number of elements" and select the "YEAR FILTER" created in the previous step: Save this filter as "QUARTER. We’ll include a link to the Dossier in our alert email that will allow us to explore the Dossier on Library Mobile. All pages in one chapter share the. Choose Add Data > Existing Dataset to add data. Republishing and wrangling depend upon a consistent data source structure. To require users to answer the prompt before running the report, select Prompt answer required. As of MicroStrategy 2020, you can use dossier linking to navigate between different dossiers within the same project while preserving filtering criteria. Change Automatic to [Interval duration]. Depending on your MicroStrategy product and licensing. Excel with plain text: Export the report to Microsoft Excel as plain text. You can convert report filters to prompts or create new prompts using the Prompt Generation Wizard. Click OK. One: Only one personal answer can be saved for this prompt. The event or action that you want your MicroStrategy Web product to perform. 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. Although transformations can be applied to any attribute hierarchy, the Time hierarchy is used most often. Always use the value prompt created in step #1. - select Projects to be analyzed. Click Add cache update subscription. You can create a stand-alone prompt, or you can create a prompt that is embedded in a filter. The user is asked during the report resolution phase of report execution to provide an answer to complete the information. 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. If you are linking to a prompted dossier, choose a prompt and a corresponding answer. See the System Administration Help for details on working with system prompts. You can provide conditional analysis by combining data into different groups based on the value of one or more metrics in a. The answers provided for each prompt in the report. If the New Filter dialog box is displayed, click the Empty Filter icon. Of course, there is a trade of, since the In-Memory technology keeps the data in memory, there are RAM memory implications using this approach, however if that’s the only concern, you should. Dossier cannot be opened This dossier users a feature that is not compatible with MicroStrategy Web. - get general list of dossiers (list 1) - get list of visualizations applied in each dossier (list 2) - merge two lists. Custom: Prompt created in step 1. Note: This feature can be used to turn the outlier feature on/off. When these reports are used in a Report Services document, the same 'Metrics' column is displayed, as shown below:Using a prompted dossier, you can link to a different dossier to pass prompt answers selected on the source dossier to the target dossier. Using comments on a dossier is a powerful and effective way to collaborate with others across the enterprise. 11, dossiers and documents containing prompts can be added to MicroStrategy Library. The New Grid dialog box opens. OR, to convert an existing filter into a security filter, click Import. In the Data Source dialog, select Reports. This functionality allows users to search for specific elements within the prompt available answers. The name of the project. The following procedure describes how to achieve this: Create the highest level filter. The Links Editor opens. Method 1: Using the auto text “Prompt Details” Edit the document and go to Insert-> Auto text-> Prompt Details. Every out-of-the-box action in MicroStrategy Web is associated with a specific event. A comprehensive list of event names and IDs can be found in events. Metric definition: Sum (IF (Employee@ID In (1,2,4,5),Revenue,0)){~+} This is good as a quick solution, since. The section is still displayed in Design View in both MicroStrategy Developer and MicroStrategy Web. See how to further. This is different from prompted reports. Prompts. To add a prompt to the report, drag and drop the prompt from the All Objects pane onto the report. And leverage the Page-By function to focus your analysis on one element. Click Save . The report or document presents a prompt question to be answered before the report data is displayed. In Answer prompt, choose how your selected prompt is answered:Selectors provide dashboards with interactivity, allowing each user to change how he sees the data. 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. Add the object prompt in the Report Filter. However, since a text prompt cannot be directly incorporated in a report object, it must be embedded in a metric. 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. In Answer prompt, choose how your selected prompt is answered:Create a blank dossier or open an existing one. Once you have finished defining the filter, you can answer the. This can be a filter on the Filter panel or an in-canvas visualization filter. Then, select a page from a different dossier that you want to filter as the target. 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. Enter the Tooltip text that appears when you hover over the text field or image. 1. Press and hold the Ctrl key to select multiple objects. To display attribute and attribute form headers in a grid. Navigate to a prompted report and click Insert. 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. Hover over an element in the visualization. x-10. 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. Create the Filter. Selector one selects Category. Choose Grid > Grid (Modern). Create a FreeForm SQL Report and add this nested prompt into it. When users create a Report Services document and set a report with multiple prompts as a data set, users cannot find the 'Prompt Ordering' option under the Data menu in MicroStrategy Developer 9. Using natural language, ask questions about the dashboard or underlying data itself without the need to navigate complex interfaces or navigation manually. 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. Add the prompt to a report. You can search, view, and edit all project-level settings. This video shows how to do that with Customer Group in MicroStrategy Web. The ability to view or edit certain settings is determined by a user's. For details, see the Document Creation Guide. Prompt-in-prompt is a feature in which the answer to one prompt is used to define another prompt. Add the following Autotext: {&Prompt1&} and {&Prompt2&} as show below: The two prompt AutoText values will correspond with the two Dynamic. Click 'OK'. For example, review the 16 View Filter. Adding a Prompt to a Report A prompt is a question the system presents to a. Custom: (Prompt created in step 1)-6. MicroStrategy attempts to link attributes that share the same name. You can hide the Page Footer in all MicroStrategy Web modes but display it when the document is viewed as a PDF. Starting in MicroStrategy 2021 Update 5, there is an new out-of-the-box, feature-rich, Gauge visualization. Click Add to Library so you can access the dossier directly from Library in the future. The Apply functions are not meant to take. Supports custom drop zones. They will receive an app notification and an email indicating that they were tagged. The saved file must be a . You can use REST APIs to get information about five supported types of prompts applied to dossiers, documents, and reports. Add this report as a dataset in a Report Services document. Click Blank Dossier. If you add a prompt to your report, you will be required to answer the prompt when you save the report. Choose 'Next'. In the Data Source dialog, select Reports. Right-click the control and select Properties and Formatting. When running certain prompt types in MicroStrategy Web 9. ; Click Blank Dossier. This "How to" technical note describes a way to hide the metrics columns from a document grid in MicroStrategy 10. To add additional information to the tooltip, drag the corresponding. MicroStrategy. 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. 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 right of the data or chart window). On the Freeform Sources tab, in the Source area, select a database instance for the data source to access using Freeform SQL. To pass the prompt answer for an element prompt when the attribute has a compound ID, you separate each ElementID with a colon. The New Prompt page opens. If. Create a blank dossier or open an existing one. 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. The new prompt answers are saved as the latest prompt answer in MicroStrategy. Number of Views 188. The function returns the moving difference between current and preceding values. Click Reset to return to the original view of the dossier after performing several dossier manipulations, like drilling, using selectors, or adding reference lines. 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. This is different from prompted reports. How the user answers the question determines what data is displayed on the report when it is returned from your data source. MicroStrategy attempts to link attributes that share the same name. Specify a name, description, and the location in which to save the prompt and click OK. Dossiers As of MicroStrategy 2020, dossier’s free-form layout allows you to place your visualizations, text boxes, images, selectors, etc. Use @mention to send the comment to anyone who has access to the dossier page. For example, a transformation metric can help a user compare last month's revenue to this month's revenue. Option 1: Create a prompt using the Prompt Editor. The only difference is that for each of the three different Null value handling categories shown below, at the Report. Available since 2021 Update 1 tip You can try out this workflow at REST API Playground. 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. Open a dataset/dossier with the feature to upload answers from files. This is a single-value function. Use a Comparison KPI to indicate the progress towards an objective, like sales and goal. 5. Add Contextual Dossier Links In addition to dynamic URL links, you can add contextual dossier links to your card header or image widget of the card body for enhanced analysis. Right click on your drop down selector and choose Properties and Formatting. Report Services Documents that contain prompts can now be accessed via the Library with an enhanced prompting interface. Additionally, you can change the bottom Y-axis to have a maximum of 50. x, users will notice that this is not possible due to the mouse pointer changing into a "not allowed" symbol. Subscribe a Dossier, Document, or Report to a Cache Update In MicroStrategy Workstation you can create cache subscriptions through Distribution Services. Therefore, prompts allow report designers to create reports that let users change the report content at run. Execute the same Dossier in. Prompt N {&Prompt#&} The User Login system prompt can be used in conditions in which a text value prompt is used in a report. Create a standalone filter object with an embedded object prompt. Save the search results to a text file, which is one way to keep track of changes to a project. Starting in MicroStrategy 2021 Update 9, you can also set this formatting at the dossier level using the Editor panel. A prompt is a question the system presents to a user when a report is executed. If you have a Distribution Services license, you can subscribe multiple users to an individual report or document through MicroStrategy Web (see To Create a Subscription in MicroStrategy Web). You can rank a metric's value from least to greatest, or display metric values. Step 3. Prompt Details {&PromptDetails} Prompt 1: Region prompt. If you want the prompt to be a database string, you must manually type single quotes around the prompt name in the SQL statement. X in windows machine and I don't see an option to add. Open the Workstation window with the Navigation. 3. MicroStrategy Tutorial. 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 . 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. The first dossier page is where you should guide and lead the viewers to dive deeper into your analysis flow. Right-click the grid, then select Properties and Formatting. You can also share bookmarks by going to Share > Share Dossier. Once you have used the dossier. By designing dossiers with prompted datasets, end users will now be able to proactively limit the data load prior to running a dossier. This allows users to be notified of data. If the New Filter dialog box is displayed, click the Empty Filter icon. Result: Acts mostly as one dataset, but missing values are. Enable "Prompt Titles and Descriptions" by selecting the box. These code samples also illustrate how to use an add-on to modify the data collection of the application. 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. Using a prompted dossier, you can link to a different dossier to pass prompt answers selected on the source dossier to the target dossier. How the user answers the question determines what data is displayed on the report when it is returned from your data source. Choose one of the following: Prompt user. Click More in the upper right corner of the visualization and choose Configure Transaction. 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. #MicroStrategy #Dossiers #HTMLContainer #JavaScript. This is a filter which contains a prompt on an attribute element list. For details on prompts in general and the various types of prompts, see Types of Prompts. For instructions, see Creating a Prompt. For steps to do this, see Creating a report with the Report Editor. If attempt to open a dossier in MicroStrategy Web or any embedded instance of MicroStrategy Web that was saved with a newer feature from a modern product, the following message appears. To move metrics to the page-by area, right-click the word Metric on the report and select Page-by. This option is available starting in MicroStrategy ONE Update 11. Add the filter to the report. 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. Join data visualization specialist Len OToole of InfoCepts for this interactive session, where you’ll learn about:. ; Choose Create New > Dossier. You can register event handlers for the events that are automatically raised when a. 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. Select one of the following: To deliver the dossier as a PDF file, select PDF. Save and run the report. . To view page-by section of the report, choose View > Page-by. To Create an Intelligent Cube Using Freeform SQL or Query Builder. Prompt-in-prompt is a feature in which the answer to one prompt is used to define another prompt. Choose File > New > Filter. 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. Main steps in this script: - establish connection to MSTR environment. customer city, revenue) and add P1 into report filter. Alerts Editor. Find the filters created in the above steps and include them in the Selected Objects window. The mobile placement order follows a “Z-path” (left-to-right and top-to-bottom order). Multi-Metric KPI is best when you have several important indicators that you want to display in one, responsive visualization together. By default, the first prompt from your prompted dossier is selected. In a dossier, open the Datasets panel. 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 setting will allow the end user to render only the chapter that is selected by default. Data alerts work as a function of thresholding. Here is a sample workflow for using REST APIs to answer prompts: Create an instance of a dossier, document or report. Click Import to preview the contents of the selected file. Save and close the document. MicroStrategy Tutorial. DEFINITION: This custom group is a custom group banding qualification created on the metric, with band size banding type and a step size of '1' (integers). The name of the project. For the Operator, select Exactly, and then from the drop-down to the left of the text box,. A tooltip appears with relevant information for the element. When this feature is enabled, the additional icon appears. A prompt is similar to a filter; both are applied at runtime and customize the results of data. 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. 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. 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. Report. These types of reports give users the ability to create. 2. From the Home menu, select Export, and then select one of the following export formats: PDF: Export the report to an Adobe PDF file. For an introduction to prompts, how prompts save the report designer time, and how prompts work with MicroStrategy security filters, see the. Enter the Tooltip text that appears when you hover over the text field or image. By default, the first prompt from your prompted dossier is selected. Prompts users to choose from all attributes in a hierarchy. By default, the first prompt from your prompted dossier is selected. This article will show you how to create data alerts in MicroStrategy. Steps to create and edit a metric are provided below. 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. Display the user name that is executing the Report Services Document. You can configure how the prompt details are displayed. You need to know the type of prompt when. Gauge chart for MicroStrategy Dossier You can easily create gauge chart using metrics and format it as you want. This prompt is used in the filter editor as an attribute qualification. Last updated: Jun 30, 2022. The report or document must have a prompt setup in order to select the personalization information. Yeah, you can. Introduction to Dossiers. Choose Create New > Dossier. Mapbox partners with community mapping. This article discusses a new feature in MicroStrategy 10. From the MicroStrategy home page, click New Metric . 10 that allows end users to view the query details of a dossier. If the prompt already has an answer (a filtering condition) in the Selected pane, you can do one of the following: Change.