key Unique identifier of the prompt. Once you have embedded a dossier, you can use helper methods in the Embedding API to let users navigate within the dossier. You must perform the following general steps to add a prompt to a document: 1. To view page-by section of the report, choose View > Page-by. For steps to do this, see Creating a report with the Report Editor. 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. From the Answer prompt drop-down, select how your selected prompt is answered. To find Filter names in MicroStrategy: . Year (ID)= 2007. Next, you add a. Navigate to a prompted report and click Insert. In the Dashboard A, create three selectors:. Once you have finished defining the filter, you can answer the. It uses a javascript API to embed the dossier. 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. If all conditions are false, a default value is returned. 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. For example, you include high-level. With the 10. General Preferences. If other links are already displayed in the Links Editor, click New to create a new link. Run a Dossier with the prompt answers that you wish to use for the subscription. Click the three dots toggle on the top right of the above text box, select Create Links. Open the Filter Editor. Under 'Level…' choose the attribute. 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. You can use custom expressions to create your filter by using the expression editor that can be accessed through the Based On field. When you import a new dataset directly into a dossier that contains at least one dataset, the new dataset is automatically linked to attributes that already exist in the dossier by default. 4. Select the 'Prompt answer is required' checkbox in the 'Prompt Generation Wizard'. Prompt information parameters are added to manually created link URLs. When the document is run and the user selects prompt answers, each prompt answer is displayed in the text field. Republishing and wrangling depend upon a consistent data source structure. Choose Add Data > Existing Dataset to add data. Dossiers automatically adjust to look great on any screen. You can now add your new prompt to. #MicroStrategy #Dossiers #HTMLContainer #JavaScript. Click Re-prompt to select a new prompt answer. A dossier is a rich analytic story. Here is a sample workflow for using REST APIs to answer prompts: Create an instance of a dossier, document or report. This not only allows for dossiers to have personalized information but also improves performance by processing only the. Create as many object prompts as necessary. 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. The Data Sources dialog opens. Using prompts in documents. Choose File > New Prompt. 3. 1. The Properties and Formatting dialog box opens. Enter the definition of the derived attribute directly into the right pane. Drag and drop the objects into the report grid. If you created a new dossier, you must save the dossier before adding an existing dataset. You can only use objects of one type in an object prompt. 4. Right-click a project and choose Properties. To export a report while viewing it: Click the name of a report to display it. Add Month as an attribute and corresponding metric. You can hide the header and dynamic text in the dossier. This can be done by including a prompt in the filter’s definition. Click Save. 3. Convert the report into a document, and add the report into a panel stack (Child). The system prompts Token 1, Token 2, Token 3, and Token 4 are provided to support using an XQuery source to authenticate users for a MicroStrategy project. Each prompt must be part of a filter before it can be included in a MicroStrategy Developer 10. If it's a text file (. In MicroStrategy Developer 9. In this case, the whole behavior is reasonable and logical. In free-form layout, we provide an intuitive way to let you visually “group” containers together. From the MicroStrategy home page, click New Metric . Execute the search. 3 Add the prompted. custom group. Create a report (report A) with Prompt #1 and Prompt #2, and place Customer and Call Center on the template. 2. Right-click the object on which you want to create the link, then select Edit Links. For steps. Right-click the grid, then select Properties and Formatting. If the Object Browser is not displayed, from the View menu select Object Browser. The prompt object is incomplete by design. 11, dossiers and documents containing prompts can be added to MicroStrategy Library. Choose a prompt. To create an object prompt, see Filtering based on metrics, attributes, or other objects: Object prompts. Click OK. Using a prompted dossier, you can link to a different dossier to pass. To allow more flexibility, the check box allows the user to restrict the search results only to those. Prompt Details {&PromptDetails} Prompt 1: Region prompt. MicroStrategy attempts to link attributes that share the same name. Starting in MicroStrategy 2021 Update 9, you can also set this formatting at the dossier level using the Editor panel. The Metric Formula Editor allows. Add the filter to the report. Add visualizations and objects to your dossier. x. 4 Hotfix 5. Create or edit reports with authoring functionality. 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. For a table showing how to add each prompt type to a report, metric, or filter, see Reports: Adding prompts to a report, metric, or filter. Conditions can vary in complexity depending upon the type of threshold that is created. 4. For example, you can define a prompt as: 'Choose from a list of elements in Month'. To further adjust the scale of the graph, you can change the top Y-axis to have a maximum of 1,100 and a minimum of 900. The following steps describe how to create a personalized email or file subscription for multiple recipients. Start building with MicroStrategy to deliver exceptional product experiences. 2. For. Click the name of a prompted report or document to run it. Example 1: Same attributes in both datasets, different metric, and same filter (same element values). x, users will notice that this is not possible due to the mouse pointer changing into a "not allowed" symbol. A comprehensive list of event names and IDs can be found in events. How to Create a Dossier. Note: This feature can be used to turn the outlier feature on/off. For a report: From the Home menu, select Send Now. required Specifies whether this prompt is required or. 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. On an existing bookmark, click Share . Interacting with a Document: Selectors. 1. Hover over an element in the visualization. The Conditional Formatting dialog box opens. These code samples illustrate how to pass prompt answers through the URL rather than from the Web interface of the application. txt), uploaded values should be separated with ;. Enter the Tooltip text that appears when you hover over the text field or image. wherever you want on the canvas and use the layers panel to control. This includes delivering prompt query answers for your analyses, streamlining your navigation across Dossiers, documents, and reports, and much more. 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. 2. Add Navigation to an Embedded Dossier. You can now add your new prompt to. Formatting text fields. Click To to locate the email address of the recipient. Example 3: ApplySimple. Always use the value prompt created in step #1. Select a prompt answer and click Apply. It also provides a procedure to modify an existing report. Save this as "Report 1"Create a panel stack and place a textbox within it. Navigate to and select the file containing the values to be imported. x, users will notice that this is not possible due to the mouse pointer changing into a "not allowed" symbol. If the text field should display the total profit, you can type "Total Profit =" in the text field, and then add the "Profit" dataset object to the text field to insert. Enter a Form name and Description. 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. Add this report as a dataset in a Report Services document. Click Create on any page, point to New Prompt, and select Object. 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. You can save the search as an object for application and public object searches only. In MicroStrategy Developer User Manager create a new, non-administrator user or make a copy of the Guest user in MicroStrategy Tutorial. An optional shape can be drawn to disguise this as a button. MicroStrategy Web provides a wide range of parameters that can be used in combination to achieve different types of requests. Release the mouse button to place the HTML container in the. Add visualizations and objects to your dossier. Steps to create and edit a metric are provided below. Report. 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. 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. On the Upload Successful dialog box, click Share Dossier. There are different approaches to optimize your free-form dossier on web,. In MicroStrategy Web, create a prompted report. Compare a link to a hyperlink, which is a connection in a document to a web page. 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. Click More next to the filter and choose Dynamic Selection. Learn how to use an external REST client to run MSTR related REST requests. 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. When you import a new dataset directly into a dossier that contains at least one dataset, the new dataset is automatically linked to attributes that already exist in the dossier by default. Report Services Documents that contain prompts can now be accessed via the Library with an enhanced prompting interface. Steps to order prompts in reports. 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. If the user tries to login to MicroStrategy Web, the user can do so and run reports and report services documents successfully. Once the report is re-executed and the element prompt answer is changed, the previously defined advanced sorting is still displayed in MicroStrategy Developer but shows as blank. 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. x. You can use these features to leverage your data and discover new insights. To require users to answer the prompt before running the report, select Prompt answer required. In MicroStrategy Developer, from the File menu, select New, and then choose Report. 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. Create or edit reports with authoring functionality. 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. How to Subscribe to a Dossier Step 1. Then, select a page from a different dossier that you want to filter as the target. 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. Create a blank dossier or open an existing one . 9 Publisher: MicroStrategy Installation Instructions: To view this dossier with the visualization, download the . The search has wildcards and certain functionality that should be noted. Excel with plain text: Export the report to Microsoft Excel as plain text. Result: Acts as one dataset. To set this option on the user level: Click on the User Preferences within Web Preferences, and then Grid display. MovingDifference. For instructions, see Creating a Prompt. The Links Editor opens. Prepare file with the answers. ApplySimple("Datediff(YY,#0,getdate())", [BIRTH_DATE])Data displayed in MicroStrategy Viewers can be filtered by different criteria. If the text field should display the total profit, you can type "Total Profit =" in the text field, and then add the "Profit" dataset object to the text field to insert. Events, event handlers, and wrapper functions. You can also create a new dataset by adding objects from a project on a server. The following procedure describes how to add or create a prompt in a cube report in MicroStrategy Developer. To add a prompt to the Report Filter pane in the Report Editor. Select Any other prompts to configure a default "Answer prompt" option for any additional prompts added to the target dossier in the future. 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. The value prompt is designed to return report results based on the data type assigned to the data in your data source. The first dossier page is where you should guide and lead the viewers to dive deeper into your analysis flow. After running a prompted dossier in MicroStrategy, click Re-Prompt to change your prompt answers. Retrieve the link to the report by going to MicroStrategy Web and browsing to the desired report. Click Add to Library so you can access the dossier directly from Library in the future. Click Save. Value Prompt. Starting with MicroStrategy 10. Click Select. The enableCustomAuthentication property is an optional parameter for the create method. Join data visualization specialist Len OToole of InfoCepts for this interactive session, where. For an introduction to prompts, how prompts save the report designer time, and how prompts work with MicroStrategy security filters, see the. On the example above, they are displayed as Report Objects on the left of the Report Viewer. For an introduction to prompts, how prompts save the report designer time, and how prompts work with MicroStrategy security filters, see the. Edit All Project-Level Settings. The link can also pass selector values from the source to the target. By default, the first prompt from your prompted dossier is selected. Choose Add Data > Existing Dataset to add data. Gauge chart for MicroStrategy Dossier You can easily create gauge chart using metrics and format it as you want. 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. Create the Filter. Decide a name for your subscription, how often it will update, and its type and recipients. Northwest, Southwest. 2. 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. This is a list of the available auto text macros that the Report Services Document engine recognizes. To Schedule a Dossier Cache Update. mstr file below and deploy it in MicroStrategy Desktop or MicroStrategy Web. Parameters Description; General Parameters. Choose File > New Dossier. For instructions, see Creating a Prompt. Once you have created a dossier, you can add text to it. Specify a name, description, and the location in which to save the prompt and click OK. You can register event handlers for the events that are automatically raised when a. Create a blank dossier or open an existing one. Navigate to the Layout Tab. If you have a prompt on your dossier, reset will also prompt you to answer the prompt. Then, for mobile devices, our Responsive View will take over the layout and place groups vertically on the canvas. You can add multiple datasets. Create a Report Services document using R1 as the dataset, drag the grid into the detail. 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. An Attribute Qualification prompt can be used in an Attribute form qualification. Click ' Choose files' and select your Excel file or drag and drop the Excel file into the window. MicroStrategy Tutorial. Create a filter on attribute "Quarter" and click "Prompt. Check that the HTML code is rendered properly. Edit the attribute selector and configure it to target the panel stack created in step 1. x - 10. 10 that allows end users to view the query details of a dossier. How the user answers the question determines what data is displayed on the report when it is returned from your data source. From the Delivery Format drop-down list, select the format in which you want to send the dossier. You need to know the type of prompt when. From the list of available objects, select the objects to be used as default values for the prompt and click on '>' to add them to the list of selected objects. Instruction steps: Create a dossier, insert a text/image box. Use @filter or click filter in the comment panel to. x users have the ability to save their prompt answers. Text can serve as a label for your data or provide background information, a description, or instructions for the dossier. Click Save As. csv or Excel file format (. promptAnswerMode *. If you are creating a new report, open the Report Editor. The MicroStrategy prompt that is mapped to the SAP BW variable can be either optional or required. Add the object prompt in the Report Filter. This feature is only implemented for element list prompts. xls, . 11. Save and close the document. Add Direct Links when Using Dossier in MicroStrategy 10. You can explore the relationships between data elements by creating a network visualization, or create visually striking graphs that. This is useful for establishing a link from an external system to the MicroStrategy Web interface. Click the name of a report or document to run it. 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. Supports adjusting fonts to match Dashboard default. A prompt is a question the system presents to a user when a report is executed. Go to Web, EDIT the document and select ALL objects to display in prompts. View the image below to find the box on the Web page. 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. If the New Filter dialog box is displayed, click the Empty Filter icon. x - 10. 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. Conditional calculations can be used to supplement the conditional analysis provided with filtering and thresholds in MicroStrategy Web. Notice in the graph above that by putting the metrics on separate Y-axes, the scale is improved for the data and all data is easier to interpret and analyze. The dossier is included as an attachment in the email. Filters in MicroStrategy are built from Attributes. If you are creating a new report, open the Report Editor. Create an Attribute Element List prompt (for example on Customer) and a Metric Qualification prompt (for example qualify on Profit). x-10. A dossier is an interactive display that you can create to showcase and explore business data. For an introduction to prompts, how prompts save the report designer time, and how prompts work with MicroStrategy security filters, see the. 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). Select a prompt answer and click Apply. How to set date attribute filter to current month in microstrategy dossier. A prompt is a question the system presents to a user when a report is executed. If you are on a folder page, click Create on the icon bar on the left, then select New Metric. No matter what the user chooses, only the specific month will be displayed. This can be seen running the SQL query of the above report on the ODBC test. Join data visualization specialist Len OToole of InfoCepts for this interactive session, where you’ll learn about:. To extract a MicroStrategy Dossier, the Dossier ID must be identified. These code samples also illustrate how to use an add-on to modify the data collection of the application. They are used to pass information to answer prompts in the target report or document. In the left pane, click All Settings. a worksheet and add two new parameters—one for the attributes and the other for the metrics . 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. You can create a new metric by subtracting the values of one metric from the values of another metric, such as Revenue Forecast - Revenue. . For example, you can include metrics or attributes in a single object prompt, but not both. For the Operator, select Exactly, and then from the drop-down to the left of the text box,. Where P1 is the prompt for the initial date and P2 is the final date prompt. You can configure how the prompt details are displayed. How to Subscribe to a Dossier Step 1. To Create an Intelligent Cube Using Freeform SQL or Query Builder. With the launch of the new free-form layout in MicroStrategy 2020, the idea of making your dossiers responsive is even more important. 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. The attributes and metrics appear as filters. Click on the Validate button to recognize the prompts. You can type the text to display or drag and drop a dataset object into the text field. To email a report or document. And one more, can you add and this will be our last question on that we will answer live since we are running out of time, but we definitely will follow up with all questions and comments in the chat after this. Metrics represent business measures and key performance indicators, and are similar to formulas in spreadsheet software. In the document layout area, right-click the text field that you want to format. It provides procedures to create a new report and add attributes, metrics, filters, and prompts to the report. 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. 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. Create Dashboard B with the above report with three value prompts for each attribute above. If you are creating a prompt for a filter, click OK to save the prompt in the filter. The following describes the process of extracting a Dossier ID using MicroStrategy Developer. csv file to keep a record of their settings, or import a previously save file to apply the setting to a project. Use Case 4. The mobile placement order follows a “Z-path” (left-to-right and top-to-bottom order). This video shows how to do that with Customer Group in MicroStrategy Web. All articles. Then right-click on the right side of MicroStrategy Developer and select New, then select Filter. How the user answers the question determines what data is displayed on the report when it is returned from your data source. Number of Views 188. 1. How the user answers the question determines what data is displayed on the report when it is returned from your data source. In MicroStrategy Web, open the document in Design Mode. To do this, you can switch to PDF View, which opens the Prompt Answer Wizard. View links to support or legal, or utilize advanced settings. Right-click the attribute on the grid > Edit Selector > Add target, and also target the panel stack created in step 1. txt, . You can convert report filters to prompts or create new prompts using the Prompt Generation Wizard. For example, you want a report that lists all employees whose age. Published: Mar 21, 2023 The "User login" prompt in report filters. Create your metric's formula. To Create and Save a Dossier. Execute the Dossier in MicroStrategy Web. The prompts, which contain default answers, are displayed in a manner similar to a standard MicroStrategy report. If for example, the user enters 10/08/08, the report will display the month of October 2008. (See Example 1: Same attributes, same filter) Example 2: Same attributes with different element values. - push the dataset to Platform Analytics project for further analysis. Select Any other prompts to configure a default Answer prompt for any additional prompts added to the target dossier in the future. Here you can see how to create a 3-level deep nested prompt that will prompt the user to select a year, then a quarter within that year, then a month within that quarter. Once the prompts are in the correct order (for the example, the order is Region and Call Center), click OK to return to the Document Editor. In MicroStrategy Developer 9. Whenever in a prompt the user can filter for elements. They can be overridden at the report level, by accessing the Export Options dialog box for. 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. This is different from prompted reports. This can help the end user more easily distinguish between elements when browsing or. Change Automatic to [Interval duration]. Click Blank Dossier. You are returned to the New Filter page. 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. Add a new security filter to the. This tutorial shows how to create derived attributes and metrics in a dossier. There are two ways to create a standard prompt for an MDX cube report. However passing content (dynamically or prompt answers) was difficult (if possible) to add to maintain. 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. They act as containers for non-standard SQL expressions that MicroStrategy does not support. 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. Below are instructions to achieve this in a Report Services Document. The two fundamental parameters are the evt (short for “event”) parameter and the src (short for “source”) parameter. 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. Add Content to Your Library. 11, dossiers and documents containing prompts can be added to MicroStrategy Library. Command Manager allows administrators to: Add, remove, or modify users or user groups. For instructions, see How to Create a Report. Navigate to a prompted report and click Insert. Once the user accepts a shared bookmark, the. The function returns the moving difference between current and preceding values. If you are using MicroStrategy 2021 Update 2 or a later version, the legacy MicroStrategy Office add-in cannot be installed from Web. Browse to the filter you want to convert and click Open. 3. You can create new metrics, called derived metrics, based on attributes and metrics that have already been added to a dossier. Browse to and select a previously saved Intelligent Cube on which to build your report. In some scenarios, it's required to group attribute elements by different qualifications. Hover over a dossier, and click Subscriptions. Resources. 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. Click Save . By designing dossiers with prompted datasets, end users will now be able to proactively limit the data load prior to running a dossier. For more information, see the MicroStrategy for Office page in the Readme and the MicroStrategy for Office Help. Press and hold the Ctrl key to select multiple objects. Although transformations can be applied to any attribute hierarchy, the Time hierarchy is used most often.