Click the name of a prompted report or document to run it. 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. A prompt is a question the system presents to a user when a report is executed. One: Only one personal answer can be saved for this prompt. Publisher: MicroStrategy . If you created a new dossier, you must save the dossier before adding an existing dataset. Run a Dossier with the prompt answers that you wish to use for the subscription. From the File menu, select Schedule Delivery to History List. For steps to include a prompt on a report, see Reports: Adding prompts to a report, metric, or filter. Under 'Level…' choose the attribute. a worksheet and add two new parameters—one for the attributes and the other for the metrics . MicroStrategy attempts to link attributes that share the same name. Example 3: ApplySimple. To display attribute and attribute form headers in a grid. If you do not want this dialog box to be shown in the future, select Don't show. Where P1 is the prompt for the initial date and P2 is the final date prompt. See Using the URL API to Access a MicroStrategy Web Page topic for instructions on how to access both out-of. Select a prompt answer and click Apply. Run a report with the prompt answers that you wish to use for the personal view. One: Only one personal answer can be saved for this prompt. Filter definition prompts. 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. Reset a Dossier. Locate the "ID" field and copy the unique identifier for the report:The default prompt answer can be found at the bottom of the value prompt if the prompt has a default answer in MicroStrategy Web Universal 8. From the drop-down, choose your bookmarks. To add a prompt to the report, drag and drop the prompt from the All Objects pane onto the report. Learn how to use an external REST client to run MSTR related REST requests. Add the prompted report to the document as a dataset. You can re-prompt the dossier. MicroStrategy Desktop 8. 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. In text box, there is a line break after the name of each attribute. In MicroStrategy Developer 9. On the Freeform Sources tab, in the Source area, select a database instance for the data source to access using Freeform SQL. The space will essentially "hide" the names. This is different from prompted reports. For details, see the Document Creation Guide. Select a prompt answer and click Apply. To export a report while viewing it: Click the name of a report to display it. Home Published: September 27, 2022 • 963 Views Creating and Editing Reports in MicroStrategy Library It's true! Reports are now available in MicroStrategy. ; 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. If you are using MicroStrategy 2021 Update 2 or a later version, the legacy MicroStrategy Office add-in cannot be installed from Web. Linking can improve dossier performance by eliminating the need to include all possible datasets for a single workflow in the same Dossier. Transformations allow you to apply an attribute-element based offset to compare metric data. Select one: To create a new security filter, click New. required Specifies whether this prompt is required or. Year (ID)= 2007. Choose a prompt. Thus, never requiring the source. 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. If all conditions are false, a default value is returned. However, since a text prompt cannot be directly incorporated in a report object, it must be embedded in a metric. The new prompt answers are saved as the latest prompt answer in MicroStrategy. 3. You can view information about each element (for example, bar, trend line, rectangle, pie, map location, node, etc. x report. There are some modifications that can be done in the URL API that will modify the display of the Dossier, which are listed below: showNavBar – If the value is set to false, the Navigation Bar will be hidden. xls, . - push the dataset to Platform Analytics project for further analysis. x reports display the 'Metrics' column on the report grids by default. 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. Choosing any value in the Filter panel will limit the data that is returned on the visualizations or grids. From the Schedule drop-down list, select a schedule or event to use to send the dossier to the History List. Create a FreeForm SQL Report and add this nested prompt into it. Next in our line-up of new visualizations is the Gauge visualization. In MicroStrategy Web, open the document in Design or Editable Mode. The MicroStrategy prompt that is mapped to the SAP BW variable can be either optional or required. 0. Name the personal view and click OK to save. User will be prompted to enter a date. 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. Steps to order prompts in reports. The name of the project. The following steps describe how to create a personalized email or file subscription for multiple recipients. This is a single-value function. How to Create a Dossier. The New Prompt page opens. Choose Create New > Dossier. 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. Log in to MicroStrategy Web as Administrator. Create your metric's formula. Reset a dossier or re-prompt a document. 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 2. To perform this customization, users should create an add-on and add it to the report/document execute page. Create an Attribute Element Prompt based off of that attribute. Dossier-style documents form the basis of the apps and dossiers you can create with MicroStrategy Mobile. Navigate to the. 11. Retrieve the link to the report by going to MicroStrategy Web and browsing to the desired report. The new prompt answers are saved as the latest prompt answer in MicroStrategy. Starting with MicroStrategy 10. Learn more about MicroStrategy REST API Playground here. You can convert report filters to prompts or create new prompts using the Prompt Generation Wizard. Introduction to Dossiers. Right-click the grid, then select Properties and Formatting. You must create and save a dossier before you can save visualizations of your data. For an introduction to prompts, how prompts save the report designer time, and how prompts work with MicroStrategy security filters, see the. Watch free 3-5 minutes tutorial videos, with subtitles available in 9 languages, to build product fluency! Start learning. In the Navigation pane, click next to Dossiers. We’ll include a link to the Dossier in our alert email that will allow us to explore the Dossier on Library Mobile. x - 10. 4 Hotfix 5. 10 that allows end users to view the query details of a dossier. If you. It provides procedures to create a new report and add attributes, metrics, filters, and prompts to the report. To hide a dataset object, right-click it and choose Hide. MicroStrategy Tutorial. This allows users to be notified of data. If available, select the Certified Dossier checkbox to certify your dossier. If you add a prompt to your report, you will be required to answer the prompt when you save the report. The mobile placement order follows a “Z-path” (left-to-right and top-to-bottom order). Your target visualization can be in any chapter or page within your dossier. How to Interact with a Dossier. Answer the prompts and execute the report. You can add multiple datasets. TYPE: Custom Group. xml, as well as the Event Handlers Reference. Go to the component 'Database Classes' and dispatcher 'SQL Trace'. Create a report. You can use prompted reports to allow users to provide input to filter and retrieve data on a dossier. This article will show you how to create data alerts in MicroStrategy. If for example, the user enters 10/08/08, the report will display the month of October 2008. Create a report with the attribute and the attribute element prompt. The prompt object is incomplete by design. x, users will notice that this is not possible due to the mouse pointer changing into a "not allowed" symbol. In a two-node. The ability to view or edit certain settings is determined by a user's. The target visualizations only display or highlight data that also appears in the source. Although transformations can be applied to any attribute hierarchy, the Time hierarchy is used most often. Click Select. Click 'Prepare Data' if further processing is required or click 'Finish' if it is not required. This includes delivering prompt query answers for your analyses, streamlining your navigation across Dossiers, documents, and reports, and much more. To show the Page-by area, from the Tools menu, select Page-by Axis. Create or edit reports with authoring functionality. Using a new metric which is created with a value prompt, users can view their. March 4, 2020 at 3:01 PM Adding a prompt in dossier is available only in IOS version? I am using MicroStrategy version 11. 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. A prompt is a question the system presents to a user when a report is executed. You can create a new folder with the Create New Folder button in the bottom left corner. No matter what the user chooses, only the specific month will be displayed. From an open dossier, document, or report, click the Share icon on the Home toolbar. To access a MicroStrategy page, you use the evt and src parameters in the URL. MicroStrategy URL Parameters. Events, event handlers, and wrapper functions. The query details can be accessed from the dropdown in the top right corner of a visualization. In MicroStrategy 9. For dossier authoring, you should use MicroStrategy Workstation as the local dossier editing tool. 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. Click Import to preview the contents of the selected file. 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. Save the report as static, named as StaticReport. If you are creating a new report, open the Report Editor. Execute the Dossier in MicroStrategy Web. You can type the text to display or drag and drop a dataset object into the text field. 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). Prompts are a platform capability of MicroStrategy that refine the data displayed in reports, documents, and dossiers. Add this metric to a new report and add Region and Profit to the template. A prompt is a question the system presents to a user when a report is executed. Answer: When attempting to add a prompt directly to an Intelligent Cube in MicroStrategy Developer 9. In the image above, the SQL is being logged to. Run the report and it will prompt the user to select a date. Using natural language, ask questions about the dashboard or underlying data itself without the need to navigate complex interfaces or navigation manually. 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. A prompt is similar to a filter; both are applied at runtime and customize the results of data. Prompt Details {&PromptDetails} Prompt 1: Region prompt. Save and run the report. 3. Every out-of-the-box action in MicroStrategy Web is associated with a specific event. For steps, see the Basic Reporting Guide. Prompts are a platform capability of MicroStrategy that refine the data displayed in reports, documents, and dossiers. In the Dashboard A, create three selectors:. 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. It will prompt for Country, Region and Call Center one by one in different pages. Click the Re-Prompt button. Choose Create New > Dossier. Prompt-in-prompt is a feature in which the answer to one prompt is used to define another prompt. For steps, see the Basic Reporting Guide. If you are creating a prompt for a filter, click OK to save the prompt in the filter. Right-click a smart attribute and choose Number Format. 1 Create and save the prompt. This tutorial shows how to create derived attributes and metrics in a dossier. Users can select prompt answers from one or more attribute elements from one or more attributes. Click the arrow next to Report Home, then click Create Personal View. The following workflow describes the process of creating a document for viewing on a mobile device. 4. By default, the metrics Compound Profit and Profit Margin do not use a dynamic aggregation function. Click Link. Selector one selects Category. Choose a prompt. If the user tries to login to MicroStrategy Web, the user can do so and run reports and report services documents successfully. Embedded directly in apps, end users have access to their very own AI assistant. Excel with plain text: Export the report to Microsoft Excel as plain text. Create a report with three attributes: Category, Region, and Quarter. Right click the dossier and select "Properties": 3. x, prompted text cannot be displayed in a Report Services document unless the prompt is in the dataset of the document. 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. For example, you can create a Home icon to help users easily navigate. On the upper right of any page, click your user name, and then select Preferences from the drop. 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. 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. If the prompt already has an answer (a filtering condition) in the Selected pane, you can do one of the following: Change. Add visualizations and objects to your dossier. You can create a new metric by subtracting the values of one metric from the values of another metric, such as Revenue Forecast - Revenue. This. 4. Create Dashboard B with the above report with three value prompts for each attribute above. This not only allows for dossiers to have personalized information but also improves performance by processing only the. MicroStrategy Tutorial may not contain information for the current date; if the report does not return any data, adjust the dates accordingly. 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. Alerts Editor. You can create new metrics, called derived metrics, based on attributes and metrics that have already been added to a dossier. Navigate to and select the file containing the values to be imported. Choose File > New > Intelligent Cube. 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. You can choose to save the report as a prompted or a static report: To save it as a prompted report, select the Keep report prompted check box. Introduction to Dossier Authoring. Launch the Prompt Generation Wizard in MicroStrategy Developer by going to File menu > New and choosing 'Prompt'. Press and hold the Ctrl key to select multiple attributes or metrics. For example, you can add code to get the table of contents. This can be seen in the screenshot below. 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. Prepare file with the answers. Drag attributes or metrics from the Datasets panel to the Filter panel. 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. 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. Using MicroStrategy Distribution Services you can deliver a report or document to your user and for each user you can specify the correct prompt answers. Save to create the subscription. 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. 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. The Prompt Ordering option is displayed after a prompt has been answered at least once. For the Time hierarchy, the offset can. How the user answers the question determines what data is displayed on the report when it is returned from your data source. If it's a text file (. Create the prompt instructions with HTML code. Start, stop, or restart the Intelligence Server, configure clusters, and disconnect active sessions. Create another panel stack (Parent) and place the Child panel stack within it. In MicroStrategy 9. These can be VERY handy for automating your data into a call to action for your users! We will setup a. The JavaScript Embedding API allows you to quickly integrate dossiers into a web application in a responsive manner. x: To modify this information on the prompt page, edit PromptObjectLayout. The Conditional Formatting dialog box opens. This is a filter which contains a prompt on an attribute element list. Prepare file with the answers. Navigate to the Layout Tab. In MicroStrategy Web, add an alert to a report; to do this, run a report, right-click a metric on the. If you are creating a prompt for a filter, click OK to save the prompt in the filter. . " This user is associated only with data from the Central. The answers provided for each prompt in the report. Create your metric's formula. x-10. Add data to a dossier by importing data from a file, database, or the results of a custom database query (that is, Freeform script). The Prompt Ordering dialog box opens. Using a prompted dossier, you can link to a different dossier to pass. The Security Filter Editor opens. title Title of the prompt. 4. 3. You can add a prompt directly to a report, or indirectly by adding the prompt to a metric or filter. You can rank a metric's value from least to greatest, or display metric values. 2. Drag and drop the objects into the report grid. Choose File > New > Filter. Choose Add Data > Existing Dataset to add data. Prompt-in-prompt is a feature in which the answer to one prompt is used to define another prompt. In this video I will show you how to create "sandbox reports" using object prompts in MicroStrategy. 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. Click the three dots toggle on the top right of the above text box, select Create Links. x - 10. ; Add reference lines — The line chart comes with many prebuilt reference. If the New Filter dialog box is displayed, click the Empty Filter icon. Prompt Details {&PromptDetails} Prompt 1: Region prompt. The Insert Function. As images. MicroStrategy Web provides a wide range of parameters that can be used in combination to achieve different types of requests. Thus, never requiring the source. Specify a name and location for the new security filter and click Save. 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. Click the name of a prompted report or document to run it. This video will help you get started using the MicroStrategy REST API. Steps to import prompt values from a file. The "User login" prompt in report filters. This opens a window with the folder structure for the project. How to Create an Object Prompt, which allows users to select the objects to include in a report. Last updated: Jun 30, 2022. This tutorial steps through how to switch to Free-form Layout within a Dossier. From the Insert menu, select Text. 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. Click More next to the filter and choose Dynamic Selection. Use the Ctrl key to select multiple attributes and metrics. 4. Click Cancel, then return to Design View. Parameters Description; General Parameters. 2. If you are linking to a prompted dossier, choose a prompt and a corresponding answer. Create as many object prompts as necessary. Select a folder to save your new dossier in. This video shows you how to add a MicroStrategy dossier to your MicroStrategy Library by using both the Add to Library and Share options. 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. If you add a prompt to your report, you will be required to answer the prompt when you save the report. However, if the author saved the dossier with the Filter Panel hidden, only consumer users with “Web Edit Dossier” can see this icon and use it to toggle the Filter Panel open. 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. 4. Hello there, In this video, I talk about HTML Container in Dossiers and how you can use it to customize your dashboards. Click OK. Click Add cache update subscription. The graph legend or axes can be formatted as well. Select the function to use to calculate data in the metric. Select the 'Choose default prompt answers' option on this screen. These icons provide different ways for you to view, save, and share dossier pages or views. Display the document name. Click Open to close the Choose File to Upload dialog box. Grant or revoke user privileges, create security filters, and disable user accounts. For the Operator, select Exactly, and then from the drop-down to the left of the text box,. 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. He can save his changes as a new personal answer, but only one personal answer can be saved for the prompt. This setting can also significantly improve the initial loading performance of a dossier. An indicator line appears in the location where you can add the HTML container. In Dossier add text box, edit it and add {&Prompt1&} {&Prompt2&} {&Prompt3&}. If other links are already displayed in the Links Editor, click New to create a new link. It uses a javascript API to embed the dossier. 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. To create an object prompt, see Filtering based on metrics, attributes, or other objects: Object prompts. You can now add your new prompt to. Change the formatting of the percent to total with the appropriate settings (decimal places, negative value formatting, etc). " 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. You can explore the relationships between data elements by creating a network visualization, or create visually striking graphs that. Open the dossier you want to modify. Until then, a possible workaround is to create a version. When this custom group is placed on a report with the metric and an answer of '8' for the prompt, the following results are returned:To add a filter: Open the dossier with the heat map visualization you created in How to Create Your Heat Map Visualization. While database instances commonly point to a relational database, you can also create Freeform SQL. Create the Filter. In MicroStrategy Web, open the document in Design or Editable Mode. Related articles from the Community: Knowledge Base: How to create a derived metric in MicroStrategy Developer 9. Always use the value prompt created in step #1. Custom: (Prompt created in step 1)-6. Choose the option to create a 'Value prompt' in the Prompt Generation Wizard and click on 'Next', as shown below: Choose 'Date prompt' and click on 'Next'. Connect to MicroStrategy Web (this example) or MicroStrategy Desktop. You can change the formatting and appearance as described below: For all formatting options and properties, format text using the Property List. 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. With the 10. To finish creating the attribute element list qualification, begin at this step. Advanced Prompts: Enabling User Input. To add a prompt to the Report Filter pane in the Report Editor. From the MicroStrategy home page, click New Metric . 3. 11+ you can load dossier chapters on demand by enabling the "Load chapters on demand" feature in Dossier Properties. Select a prompt answer and click Apply. Then right-click on the right side of MicroStrategy Developer and select New, then select Filter. Command Manager allows administrators to: Add, remove, or modify users or user groups. By default, the first prompt from your prompted dossier is selected. Use MicroStrategy Library,. Related Topics. If the New Filter dialog box is displayed, click the Empty Filter icon. Each event corresponds to an event code— either. This article will show you how to create data alerts in MicroStrategy. If it's a text file (. Add or edit filter you want to modify. Starting in MicroStrategy ONE Update 11, under Format Panel > Transaction Configuration tab > Configure Transaction, you can click Use SQL. Tile Format. In general, the "User login" prompt should be used in attribute form qualifications, such as the following: In MDX, a Filter () expression is used to reduce the entire list of MSTR User member to the one whose MEMBER_NAME property is "cbecker. When you execute the document, the. A modern grid is a visualization that allows you to analyze different aspects of data across a common dimension. This can be a filter on the Filter panel or an in-canvas visualization filter. The following image shows a document in PDF View in MicroStrategy Developer, displaying page numbers at the top of the page. 2. The prompts, which contain default answers, are displayed in a manner similar to a standard MicroStrategy report. This video shows how to create custom group object in MicroStrategy Web to group attribute elements. Go to Web, EDIT the document and select ALL objects to display in prompts. 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). 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. Report. Add Month as an attribute and corresponding metric. Method 1: Using the auto text “Prompt Details” Edit the document and go to Insert-> Auto text-> Prompt Details. Select the heat map visualization. 4. 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. In MicroStrategy Web, create a prompted report. Right-click the object on which you want to create the link, then select Edit Links. Use the following table.