Configure a Template as the Project Default. Case can be used for categorizing data based on multiple conditions. These can be VERY handy for automating your data into a call to action for your users! We will setup a. Remove the attributes that were used to build the object prompt from the report and add the object prompt to the. Choose whether you want to Pass the filter conditions to the target page. Then, for mobile devices, our Responsive View will take over the layout and place groups vertically on the canvas. 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. Use Case 4. 8) Create an object prompt for the report using the objects within the cube. In the Data Source dialog, select Reports. x. Select this to add a line after each filter type name and before the actual definition of the filter. 1. In the Data Source dialog, select Reports. To create an object prompt. Use the Ctrl key to select multiple attributes and metrics. The metric can show only value prompt answers. In MicroStrategy Reporting Tool (MSTR), what is the difference between Numeric prompt, Big decimal prompt and Long prompt?. 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). Data alerts work as a function of thresholding. A user can keep the personal answer, or add or delete selections. Note: This feature can be used to turn the outlier feature on/off. You can create a stand-alone prompt, or you can create a prompt that is embedded in a filter. Step 3. To add a prompt to the Report Filter pane in the Report Editor. With Navigation Bar: Without Navigation Bar: enableCollab – If the value is set to false, the Collaboration. The Security Filter Editor opens. MicroStrategy usually retrieves attributes by their ID (if desired the description can be associated with it); therefore the default order is the warehouse order. Additionally, you can change the bottom Y-axis to have a maximum of 50. Year (ID)= 2007. How to Subscribe to a Dossier Step 1. 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 . The Links Editor opens. You can also share bookmarks by going to Share > Share Dossier. Please help. From the File menu, select Schedule Delivery to History List. Click 'Add External Data' and then 'File From Disk'. If you add a prompt to your report, you will be required to answer the prompt when you save the report. Open the Workstation window in smart mode. Click Open to close the Choose File to Upload dialog box. Navigate to a prompted report and click Insert. Click the name of a prompted report or document to run it. This includes delivering prompt query answers for your analyses, streamlining your navigation across Dossiers, documents, and reports, and much more. a worksheet and add two new parameters—one for the attributes and the other for the metrics . Add the object prompt in the Report Filter. Press and hold the Ctrl key to select multiple attributes or metrics. Change the formatting of the percent to total with the appropriate settings (decimal places, negative value formatting, etc). Click Blank Dossier. In the top toolbar, click Insert Visualization . You can now add your new prompt to. It is located in the More section of the Visualization Gallery. For example, object prompts are most commonly placed directly on a report, but can also be placed in the condition part of a metric's definition in the Metric Editor, depending on the type of object in the object prompt. This is a list of the available auto text macros that the Report Services Document engine recognizes. You can search, view, and edit all project-level settings. ; Follow the prompts to select your visualization type and add data. 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. As of MicroStrategy 2020, you can use dossier linking to navigate between different dossiers within the same project while preserving filtering criteria. X in windows machine and I don't see an option to add a prompt in Dossier. And leverage the Page-By function to focus your analysis on one element. One: Only one personal answer can be saved for this prompt. 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. From the Schedule drop-down list, select a schedule or event to use to send the dossier to the History List. Open the dossier you want to modify. The link can pass parameters to answer any prompts that are in the target. In MicroStrategy Developer, go to File > New > Metric. 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. How do I add a prompt to a MicroStrategy report? To add a prompt to the page-by pane in the Report Editor. 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. Northwest, Southwest. The correct URL retrieves the content and displays the. A prompt is a question the system presents to a user when a report is executed. Supports custom drop zones. Create a simple report, Customer and Call Center in rows and Cost and Profit in columns, with. Click Save . Add the report to the Detail Header section in a document; When trying to create a conditional formatting to hide the section, user can only input the threshold value which is a static value: To create a conditional formatting based on a prompted value, first create a value prompt and then drag it to a metric expression window as below:Starting in MicroStrategy 2020, you can use a visualization in one dossier to filter data in a different dossier. When an instance of a prompted report. Start, stop, or restart the Intelligence Server, configure clusters, and disconnect active sessions. 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. MicroStrategy. evt. It was used the fact Revenue, because according to the data model design, customers generated revenues are those that effectively compare something that can be classified into product category (Category is the attribute to be used in the report). In the Navigation pane, click Projects. Click the name of a report to execute it. In the Datasets panel, click More next to the dataset to add the attribute to and choose Create Attribute. The Conditional Formatting dialog box opens. Create New Dataset. MicroStrategy attempts to link attributes that share the same name. 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. Choose File > New > Filter. KB484522: Backslashes are added to elements when importing a CSV file to answer prompt answers in MicroStrategy Web 2020. Configure a Transaction Grid. This is different from prompted reports. How to Create a Dossier. See Using the URL API to Access a MicroStrategy Web Page topic for instructions on how to access both out-of. Option 1: Create a prompt using the Prompt Editor. The query details can be accessed from the dropdown in the top right corner of a visualization. #MicroStrategy #Dossiers #HTMLContainer #JavaScript. Select Any other prompts to configure a default Answer prompt for any additional prompts added to the target dossier in the future. Create as many object prompts as necessary. Steps to Reproduce. The integration of Generative AI into the ONE platform aims to make users infinitely more productive. Using a prompted dossier, you can link to a different dossier to pass prompt answers selected on the source dossier to the target dossier. Creating Powerful (and Beautiful) Dossiers. MicroStrategy Workstation allows you to create email subscriptions through Distribution Services. xml, as well as the Event Handlers Reference. MovingDifference. 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. For example, a user would like to specify the date format as DD/MM/YY. Click Add to Library so you can access the dossier directly from Library in the future. MicroStrategy Tutorial. Watch free 3-5 minutes tutorial videos, with subtitles available in 9 languages, to build product fluency! Start learning. Under 'Level…' choose the attribute. If you have a prompt on your dossier, reset will also prompt you to answer the prompt. And leverage the Page-By function to focus your analysis on one element. x: To modify this information on the prompt page, edit PromptObjectLayout. Run the report and it will prompt the user to select a date. Idea: Ability to hide chapters and pages on Dossiers based on user access. Introduction to Dossiers. ; Click Blank Dossier. To Schedule a Dossier Cache Update. Gauge chart for MicroStrategy Dossier You can easily create gauge chart using metrics and format it as you want. For example, the user can answer the Northeast region or 2002, and the appropriate data is returned from the data warehouse. Published: Mar 21, 2023 The "User login" prompt in report filters. Whenever in a prompt the user can filter for elements. Yeah, you can. Text data is typically in all upper-case or all lower-case letters. Create a report (report A) with Prompt #1 and Prompt #2, and place Customer and Call Center on the template. X in windows machine and I don't see an option to add. View the image below to find the box on the Web page. To verify that you are subscribed to the dossier, click. Accelerate analysis with AI-powered apps. Run a Dossier with the prompt answers that you wish to use for the subscription. When running certain prompt types in MicroStrategy Web 9. They are used to pass information to answer prompts in the target report or document. You’ve probably seen gauges in everyday life, such as on the dashboard of your car,. 3. You can type the text to display or drag and drop a dataset object into the text field. Run a report with the prompt answers that you wish to use for the personal view. Hierarchy Qualification Prompt. To Create an Intelligent Cube Using Freeform SQL or Query Builder. To finish creating the attribute element list qualification, begin at this step. Using the URL API to Access a MicroStrategy Web Page. Choose a prompt. The Apply functions are not meant to take. After running a prompted dossier in MicroStrategy, click Re-Prompt to change your prompt answers. If it's a text file (. By adding simple dummy attributes you are able to arrange the columns in a much more tidy form without even touching the. These icons provide different ways for you to view, save, and share dossier pages or views. Excel with plain text: Export the report to Microsoft Excel as plain text. A prompt allows a user to provide an answer to restrict or filter data during report execution. You can create a stand-alone prompt, or you can create a prompt that is embedded in a filter. 3 Add the prompted. 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. Type a name for the subscription in the Name field. 10 that allows end users to view the query details of a dossier. 1. Using a prompted dossier, you can link to a different dossier to pass. User will be prompted to enter a date. Selector one selects Category. To move metrics to the page-by area, right-click the word Metric on the report and select Page-by. Browse to the filter you want to convert and click Open. If the Object Browser is not displayed, from the View menu select Object Browser. Steps to create and edit a metric are provided below. The Data Sources dialog opens. Navigate to the Layout Tab. The alerts can be sent to an email address or to an iPhone, iPad, or Android device with MicroStrategy Mobile. x. The answers provided for each prompt in the report. For a report: From the Home menu, select Send Now. Launch the Prompt Generation Wizard in MicroStrategy Developer by going to File menu > New and choosing 'Prompt'. One: Only one personal answer can be saved for this prompt. x report. Administrators can export the project settings in this tab to a . It is important to use this to identify the prompt if the same prompt is used more than once in the report, document or dossier. Where P1 is the prompt for the initial date and P2 is the final date prompt. Click 'Prepare Data' if further processing is required or click 'Finish' if it is not required. 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. Enter the definition of the derived attribute directly into the right pane. A prompt is a question the system presents to a user when a report is executed. Next in our line-up of new visualizations is the Gauge visualization. Choose a prompt. The first dossier page is where you should guide and lead the viewers to dive deeper into your analysis flow. Next, you add a. View standard reports in MicroStrategy Library to get a simple, grid view of data. 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 Attribute element prompt is the most restrictive, allowing users to choose from the fewest number of attribute elements to define their filter criteria. On the upper right of any page, click your user name, and then select Preferences from the drop. You then define a conditional format to hide the text field if the text field is empty. " This user is associated only with data from the Central. To create a static label, type text: a. In MicroStrategy Developer, use the Folder List on the left to navigate to the folder where you want to store your new filter. Create your metric's formula. Prompts users to choose from all attributes in a hierarchy. A user can keep the personal answer, or add or delete selections. 1. Choose File > New > Filter. A threshold is made up of two parts: the condition and the formatting you apply to the values that meet the condition. By default, the first prompt from your prompted dossier is selected. Convert the report into a document, and add the report into a panel stack (Child). Open the Workstation window. Enter a Form name and Description. The ability to view or edit certain settings is determined by a user's. Republishing and wrangling depend upon a consistent data source structure. xml under WEB-INFxmllayouts. If you want the prompt to be a database string, you must manually type single quotes around the prompt name in the SQL statement. Here’s the Dossier: Let’s link to this in the alert email. x?; Knowledge Base: How to concatenate two. To export a report while viewing it: Click the name of a report to display it. Navigate to the. 4. 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. The MicroStrategy prompt that is mapped to the SAP BW variable can be either optional or required. Use @mention to send the comment to anyone who has access to the dossier page. Add Navigation to an Embedded Dossier. 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. Using MicroStrategy Developer, log in to a project connected to an MDX cube source. See Add Existing Objects for more information. 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. For an introduction to prompts, how prompts save the report designer time, and how prompts work with MicroStrategy security filters, see the. An optional shape can be drawn to disguise this as a button. How to Create a Dossier. 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. Number of Views 188. Open the cube report in Design View. Dossier cannot be opened This dossier users a feature that is not compatible with MicroStrategy Web. Right-click a project and choose Properties. Learning ResourcesGenerative AI in the analytics space. 4. Edit the predefined text for the Prompt title and instructions. This is different from prompted reports. Select the function to use to calculate data in the metric. 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. 4. Execute the same Dossier in. " This user is associated only with data from the Central. mstr file below and deploy it in MicroStrategy Desktop or MicroStrategy Web. The space will essentially "hide" the names. Create a report with the attribute and the attribute element prompt. ; Add reference lines — The line chart comes with many prebuilt reference. MicroStrategy attempts to link attributes that share the same name. In MicroStrategy Web, open the document in Design or Editable Mode. . Therefore, prompts allow report designers to create reports that let users change the report content at run. To include bookmark caches, check Library Cache and Include bookmark caches. 3. 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. Minimum MicroStrategy version: 10. You can configure how the prompt details are displayed. Enable "Prompt Titles and Descriptions" by selecting the box. To Answer a Prompt by Defining a Filter Based on an Attribute. 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. A prompt is similar to a filter; both are applied at runtime and customize the results of data that is returned from a data source. Open a dossier with two or more visualizations. Reset a Dossier Click Reset to return to the original view of the dossier after performing several dossier manipulations, like drilling, using selectors, or adding reference lines. Every request to a MicroStrategy Web product corresponds to a. In Dossier add text box, edit it and add {&Prompt1&} {&Prompt2&} {&Prompt3&}. A prompt is similar to a filter; both are applied at runtime and customize the. x-10. Create and save the prompt. ; You can create multiple cache, History List, Intelligent Cube, or Mobile subscriptions at one time for a user or user group using the Subscription Wizard. In the Data Source dialog, select Reports. To reduce attachment size, select the Compress Contents checkbox, which creates a zip file. 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 option is available starting in MicroStrategy ONE Update 11. To view a dossier, go to the MicroStrategy Home page and click a dossier tile. You are returned to the New Filter page. By default, the first prompt from your prompted dossier is selected. Alternatively, you can add documents from a link or by invite. xlsx). Send a Dossier for a full snapshot Let’s create a snappy-looking Dossier that uses this in-stock data alongside sales and shipment data for the locations. Add the attribute Subcategory and metric Revenue to the report template. MicroStrategy Features . 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. Answer the prompts and execute the report. From the Answer prompt drop-down, select how your selected prompt is answered. 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. Understanding a percentage-based canvas and responsive design can help you build a dossier that looks great on most screens. For an introduction to prompts, how prompts save the report designer time, and how prompts work with MicroStrategy security filters, see the. Select the prompt to modify and click the up or down arrows to change its order. To add a prompt to the Report Filter pane in the Report Editor. When this feature is enabled, the additional icon appears. KB440232. MicroStrategy Web provides a wide range of parameters that can be used in combination to achieve different types of requests. You can provide conditional analysis by combining data into different groups based on the value of one or more metrics in a. Introduction to MetricsThresholds can make analyzing large amounts of data easier because images are easy to locate and different colors are quickly identified. The JavaScript Embedding API allows you to quickly integrate dossiers into a web application in a responsive manner. Alerts Editor. Prompt information parameters are added to manually created link URLs. All articles. These code samples also illustrate how to use an add-on to modify the data collection of the application. Remove. You can add documents to your Library using MicroStrategy Workstation or Web. 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. From the Data menu, choose Prompt Ordering. In the Navigation pane, click next to Dossiers. Hover over an element in the visualization. While database instances commonly point to a relational database, you can also create Freeform SQL. How to Interact with a Dossier. For steps to do this, see Creating a report with the Report Editor. Click Next and for the Select Default Prompt Qualifications, click the Add button. Description. Add a text field using one of the following methods depending on your goal for the text field: •. 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. Create a report (report B) with Prompt #1, and place Customer on the template. To Answer a Prompt by Defining a Filter Based on an Attribute. 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. x-10. The following workflow describes the process of creating a document for viewing on a mobile device. Documents. In MicroStrategy Web, if you are creating a new report, open Design Mode. The report is saved with active prompts. This is useful for establishing a link from an external system to the MicroStrategy Web interface. Each prompt must be part of a filter before it can be included in a MicroStrategy Developer 10. Add recipients and a message. This can be seen in the screenshot below. The user is asked during the report resolution phase of report execution to provide an answer to complete the information. Always use the value prompt created in step #1. Drag the data set onto to. Right-click on the Report object > Properties, and copy the Link. You can now add your new prompt to. Use the following table. You can add a prompt directly to a report, or indirectly by adding the prompt to a metric or filter. Click More next to the filter and choose Dynamic Selection. Add the prompt to a report. To hide a dataset object, right-click it and choose Hide. 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). Here is a sample workflow for using REST APIs to answer prompts: Create an instance of a dossier, document or report. You can rank a metric's value from least to greatest, or display metric values. To email a report or document. mstr file below and doing the following:This section describes how to design a report with basic reporting components, such as attributes, metrics, and filters, in MicroStrategy Web using the Report Editor. You can convert report filters to prompts or create new prompts using the Prompt Generation Wizard. By default, the first prompt from your prompted dossier is selected. Create a Dossier from a report with a prompt. When the prompt is used again (on this report or a different one), the personal answer is displayed. 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. This article will show you how to create data alerts in MicroStrategy. Right-click the grid, then select Properties and Formatting. If DHTML is disabled, click the Go icon . Click the Re-Prompt button. This functionality allows users to search for specific elements within the prompt available answers. evt. 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. Create A Dossier. In MicroStrategy Web, open the document in Design or Editable Mode. 2. Navigate to a prompted report and click Insert. In a dossier, open the Datasets panel. Filters in MicroStrategy are built from Attributes. xls, . For steps, see the Basic Reporting Guide. Using a prompted dossier, you can link to a different dossier to pass prompt answers selected on the source dossier to the target dossier. 1. For details, see the Document Creation Guide. From the drop-down, choose your bookmarks. Use dynamic default filters to set the First N / Last N items from a filter and avoid manual updates to stay up to date. You can also apply a set of color and shading schemes to all the objects on a graph report. In the image above, the SQL is being logged to. To create a conditional format based on the contents of a text field. How to Create a Dossier From a Prompted Report Adding a Prompt to a Report A prompt is a question the system presents to a user during report execution. Connect to MicroStrategy Web (this example) or MicroStrategy Desktop. required Specifies whether this prompt is required or. A comprehensive list of event names and IDs can be found in events. Create an Attribute Element Prompt based off of that attribute. 11 will support prompts for end users. Add Direct Links when Using Dossier in MicroStrategy 10. Both of these techniques are described below: About prompts. Available since 2021 Update 1 tip You can try out this workflow at REST API Playground. Run a Dossier with the prompt answers that you wish to use for the subscription. However, since a text prompt cannot be directly incorporated in a report object, it must be embedded in a metric. To create an object prompt, see Filtering based on metrics, attributes, or other objects: Object prompts. Select Any other prompts to configure a default Answer prompt for any additional prompts added to the target dossier in the future. Click Save . You can also manually link attributes when you are editing a dossier. Log in to MicroStrategy Web as Administrator. promptAnswerMode *. x reports display the 'Metrics' column on the report grids by default. Prompt N {&Prompt#&}The User Login system prompt can be used in conditions in which a text value prompt is used in a report. 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. In this case the attributes are Region and Category as shown below: 5. 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. This article discusses a new feature in MicroStrategy 10.