The prompts, which contain default answers, are displayed in a manner similar to a standard MicroStrategy report. Choose Grid > Grid (Modern). To add a prompt to the report, drag and drop the prompt from the All Objects pane onto the report. 9 release, consumers now have the ability to collaborate with each other via discussion threads or comments that can be made within the dossier/document interface. 2. Click Cancel, then return to Design View. 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. How to Subscribe to a Dossier Step 1. In MicroStrategy 9. Prompts. From the drop-down, choose your bookmarks. To create a prompted dossier, you must first perform the following steps in MicroStrategy Web: Create a prompt. Here is a sample workflow for using REST APIs to answer prompts: Create an instance of a dossier, document or report. Grouping. 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. The report or document presents a prompt question to be answered before the report data is displayed. Introduction to Attributes. To pass the prompt answer for an element prompt when the attribute has a compound ID, you separate each ElementID with a colon. 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). A sample URL would be like the one below, this is to run a VI and is passing 4 prompt to the target:Open a prompted report. The MicroStrategy prompt that is mapped to the SAP BW variable can be either optional or required. Open the Workstation window in smart mode. This calculation can be aggregated from the Employee level to the Region level. Select this to add a line after each filter type name and before the actual definition of the filter. Dossiers automatically adjust to look great on any screen. " This user is associated only with data from the Central. Click Save As. The new prompt answers are saved as the latest prompt answer in MicroStrategy. Create a simple report, Customer and Call Center in rows and Cost and Profit in columns, with. The line breaks are introduced by following setting: Project Configuration > Project definition > Documents and Reports > Report details properties > include Prompt Titles. The report or document must have a prompt setup in order to select the personalization information. Interact with the engaged MicroStrategy Community to get answers to all your questions and collaborate for solutions. Steps to create and edit a metric are provided below. Starting in MicroStrategy 2021 Update 9, you can also set this formatting at the dossier level using the Editor panel. It will prompt for Country, Region and Call Center one by one in different pages. Choose Create New > Dossier. Dossiers As of MicroStrategy 2020, dossier’s free-form layout allows you to place your visualizations, text boxes, images, selectors, etc. Go to the component 'Database Classes' and dispatcher 'SQL Trace'. For details, see the Document Creation Guide. Follow the prompts to select your visualization type and add data to your visualization. The name of the project. In MicroStrategy 10. You can add documents to your Library using MicroStrategy Workstation or Web. This can be a filter on the Filter panel or an in-canvas visualization filter. Click More at the top of the Datasets panel and choose Add New Data > New Data. To add a prompt to the report, drag and drop the prompt from the All Objects pane onto the report. Introduction to Dossiers. Custom: (Prompt created in step 1)-6. Advanced Prompts: Enabling User Input. A dossier is an interactive display that you can create to showcase and explore business data. Instruction steps: Create a dossier, insert a text/image box. MovingDifference. Check other tables and select/deselect correct tables. Answer: Go with dossier. 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. Using MicroStrategy Developer, log in to a project connected to an MDX cube source. Check that the HTML code is rendered properly. Value Prompt. - select Projects to be analyzed. For example, you can define a prompt as: 'Choose from a list of elements in Month'. Right-click the object on which you want to create the link, then select Edit Links. Although transformations can be applied to any attribute hierarchy, the Time hierarchy is used most often. In MicroStrategy Web, if you are creating a new report, open Design Mode. Create a standalone filter object with an embedded object 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. 1. You can configure how the prompt details are displayed. 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. 3. Interacting with a Document: Selectors. MicroStrategy Tutorial. Use @mention to send the comment to anyone who has access to the dossier page. MicroStrategy Tutorial. Resources. Display the current date and time. You can view information about each element (for example, bar, trend line, rectangle, pie, map location, node, etc. From the Answer prompt drop-down, select how your selected prompt is answered. To display attribute and attribute form headers in a grid. After the attribute form names are enabled, the grid will display. 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. 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. The "User login" prompt in report filters. For example, you can include metrics or attributes in a single object prompt, but not both. 2. It uses a javascript API to embed the dossier. Add data to the report and leverage formatting capabilities in the modern Library interface. If the dataset in a document has a prompt in it, such as for the Region attribute or the Year attribute on which to report, a user is prompted the first time he or she views the document in PDF View. Once you have embedded a dossier, you can use helper methods in the Embedding API to let users navigate within the dossier. The Properties and Formatting dialog box opens. For details on prompts in general and the various types of prompts, see Types of Prompts. Change the formatting of the percent to total with the appropriate settings (decimal places, negative value formatting, etc). If you are using MicroStrategy 2021 Update 2 or a later version, the legacy MicroStrategy Office add-in cannot be installed from Web. For steps, see the Basic Reporting Guide. The function returns the moving difference between current and preceding values. It provides procedures to create a new report and add attributes, metrics, filters, and prompts to the report. If you select Save report as prompted when you save the report, any subsequent times you open the report (in Editable or Presentation Mode), you will have to answer the prompt. It is located in the More section of the Visualization Gallery. This search will return the list of all the prompt answer objects that belong to the specified user. In the left pane, click All Settings. promptAnswerMode *. To finish creating the attribute element list qualification, begin at this step. The Apply functions are not meant to take. 10 that allows end users to view the query details of a dossier. Untill the newest MSTR version we could have created links on attributes and using html code in metrics. Value Prompt, which allows users to select a single value, such as a date or a specific text string, to filter the report's data. Join data visualization specialist Len OToole of InfoCepts for this interactive session, where. Click Open to close the Choose File to Upload dialog box. Hierarchy Qualification Prompt. 4. It allows the caller to provide a list of attribute elements from which a selection is made. The evt parameter in the URL (evt is short for “event”) specifies that event. Click the arrow next to Report Home, then click Create Personal View. 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. OR, to convert an existing filter into a security filter, click Import. You can hide the Page Footer in all MicroStrategy Web modes but display it when the document is viewed as a PDF. Add data to a dossier by importing data from a file, database, or the results of a custom database query (that is, Freeform script). x. Add StaticReport as Dossier's. To find Filter names in MicroStrategy: . 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. By designing dossiers with prompted datasets, end users will now be able to proactively limit the data load prior to running a dossier. Click To to locate the email address of the recipient. If the prompt already has an answer (a filtering condition) in the Selected pane, you can do one of the following: Change. Name the personal view and click OK to save. Remove the attributes that were used to build the object prompt from the report and add the object prompt to the. Create a report (report B) with Prompt #1, and place Customer on the template. Create Dashboard B with the above report with three value prompts for each attribute above. 2. Select all the contacts, users and file locations as the recipients by clicking on 'To:'. Video Tutorial - Visualizations in MicroStrategy Dossier, Part 2: The Editor Panel Number of Views 472 KB16876: How to customize a metric's format using syntax in MicroStrategy Developer 9. Parameters Description; General Parameters. x. For example, you can create a Home icon to help users easily navigate. Report Services Documents that contain prompts can now be accessed via the Library with an enhanced prompting interface. If you created a new dossier, you must save the dossier before adding an existing dataset. The query details can be accessed from the dropdown in the top right corner of a visualization. Click 'Prepare Data' if further processing is required or click 'Finish' if it is not required. 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. For information on how each type of prompt can be added to a report, see the table in About adding a prompt to a report. After running a prompted dossier in MicroStrategy, click Re-Prompt to change your prompt answers. txt), uploaded values should be separated with ;. Log in to MicroStrategy Web as Administrator. 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. txt), uploaded values should be separated with ;. A prompt allows a user to provide an answer to restrict or filter data during report execution. How the user answers the question determines what data is displayed on the report when it is returned from your data source. To specify a default prompt answer. ; Remove redundant axis titles — You don’t need the axis title “Month” when you already have months as labels. In Answer prompt, choose how your selected prompt is answered:Create a blank dossier or open an existing one. All articles. Starting in MicroStrategy 2021 Update 5, there is an new out-of-the-box, feature-rich, Gauge visualization. There are two ways to display the prompt selections for the object prompt in the document. Select the checkbox to include a bookmark or multiple bookmarks. Then, select a page from a different dossier that you want to filter as the target. customer city, revenue) and add P1 into report filter. How do I add a prompt to a MicroStrategy report? To add a prompt to the page-by pane in the Report Editor. Use the following table. You then define a conditional format to hide the text field if the text field is empty. This video shows how to do that with Customer Group in MicroStrategy Web. The Metric Formula Editor allows. For an introduction to prompts, how prompts save the report designer time, and how prompts work with MicroStrategy security filters, see the. Choose Add Data > Existing Dataset to add data. You can provide conditional analysis by combining data into different groups based on the value of one or more metrics in a. Hover over an element in the visualization. You can search, view, and edit all project-level settings. Enable the Show attribute names parameter. MicroStrategy Developer provides different methods for accessing and modifying function parameters. This prompt is used in the filter editor as an attribute qualification. First, define one visualization as the source. 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. Method 1: Using the auto text “Prompt Details” Edit the document and go to Insert-> Auto text-> Prompt Details. If you saved the dossier with the option to discard current answers in Web Authoring or Developer, your re-prompted answers are still saved as the latest prompt answers. 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. With the 10. x - 10. View standard reports in MicroStrategy Library to get a simple, grid view of data. How to Create an Object Prompt, which allows users to select the objects to include in a report. Formatting options include font, alignment, borders (including 3D borders and drop shadows), text layout. Prompts users to choose from all attributes in a hierarchy. In this case, the whole behavior is reasonable and logical. Add a name and an optional description for the dossier. When you execute the document, the. evt. General Preferences. For example, you can add code to get the table of contents. You can create a new metric by subtracting the values of one metric from the values of another metric, such as Revenue Forecast - Revenue. - export to Excel. 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. Create an Attribute Element List prompt (for example on Customer) and a Metric Qualification prompt (for example qualify on Profit). Complex grid can be very messy. Select the 'Prompt answer is required' checkbox in the 'Prompt Generation Wizard'. 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. Setting 'Mapping method' to 'Manual' forces users to manually select the source tables that use the expression. Run the Dossier in Library where the Contents Panel will only display Chapter name when there is only one page: Note: This option will remove the Page name, but the Chapter name will remain in the view. 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. This is useful for establishing a link from an external system to the MicroStrategy Web interface. Select Any other prompts to configure a default Answer prompt for any additional prompts added to the target dossier in the future. This technical note provides an explanation of all the available wildcards and their uses within prompt searches in MicroStrategy Developer. 4. The enableCustomAuthentication property is an optional parameter for the create method. 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. The event or action that you want your MicroStrategy Web product to perform. Select Any other prompts to configure a default Answer prompt for any additional prompts added to the target dossier in the future. 1 and higher, when creating a report with an element prompt and defining an advanced sorting on the selected element in the prompt as the criteria. mstr file below and deploy it in MicroStrategy Desktop or MicroStrategy Web. Select the Security Filters tab. This video shows you how to add a MicroStrategy dossier to your MicroStrategy Library by using both the Add to Library and Share options. Point to Conditional Formatting, then select Advanced. 0. The following procedure describes how to achieve this: Create the highest level filter. Display the total number of pages. Edit the attribute selector and configure it to target the panel stack created in step 1. 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. Go to Web Preferences and select Project Default -> Grid Display. Using a prompted dossier, you can link to a different dossier to pass prompt answers selected on the source dossier to the target dossier. You can also share bookmarks by going to Share > Share Dossier. Display the user name that is executing the Report Services Document. This setting can also significantly improve the initial loading performance of a dossier. In this customization they should override the preCollectData method. Navigate to the Layout Tab. Main steps in this script: - establish connection to MSTR environment. Documents. You can also apply a set of color and shading schemes to all the objects on a graph 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 an Attribute Element Prompt based off of that attribute. With this in mind, you can build your. x and above, the interface offers a search option followed by a Match Case check box. You can convert report filters to prompts or create new prompts using the Prompt Generation Wizard. Drag the attributes and metrics for filtering from the Datasets panel to Filter panel. In Dossier add text box, edit it and add {&Prompt1&} {&Prompt2&} {&Prompt3&}. Request a demo. Dossiers with MicroStrategy 10. The Create New Attribute Form dialog box now appears. 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. For documents, you can return to your last document by creating a back-button arrow or navigation bar. For steps to include a prompt on a report, see Reports: Adding prompts to a report, metric, or filter. 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. Run a Dossier with the prompt answers that you wish to use for the subscription. Click Add to Library so you can access the dossier directly from Library in the future. Click Save. To create a conditional format based on the contents of a text field. By default, the first prompt from your prompted dossier is selected. The Links Editor opens. Save and run the report. Click the name of the dossier to run it. Click Blank Dossier. Open a dossier with two or more visualizations. View the image below to find the box on the Web page. Undo the automatic layout by clicking in the ‘click here’ link, like shown in the image below. In a two-node. Next in our line-up of new visualizations is the Gauge visualization. 11. See how it can be achieved. Use Case 4. Decide a name for your subscription, how often it will update, and its type and recipients. This article will show you how to create data alerts in MicroStrategy. a worksheet and add two new parameters—one for the attributes and the other for the metrics . Conditions can vary in complexity depending upon the type of threshold that is created. Please help. Watch free 3-5 minutes tutorial videos, with subtitles available in 9 languages, to build product fluency! Start learning. From the Answer prompt drop-down, select how your selected prompt is answered. You can add a prompt directly to a report, or indirectly by adding the prompt to a metric or filter. Users can select prompt answers from one or more attribute elements. x. Save this as "Report 1"Create a panel stack and place a textbox within it. Supports adjusting fonts to match Dashboard default. Add the following Autotext: {&Prompt1&} and {&Prompt2&} as show below: The two prompt AutoText values will correspond with the two Dynamic. When you execute the report in the future, you are prompted for answers again. How the user answers the question determines what data is displayed on the report when it is returned from your data source. On the example above, they are displayed as Report Objects on the left of the Report Viewer. Visualizations provide a variety of ways for you to display and interact with the data in a dossier. Click Create on any page, point to New Prompt, and select Object. Answer: When attempting to add a prompt directly to an Intelligent Cube in MicroStrategy Developer 9. This can be seen running the SQL query of the above report on the ODBC test. This includes delivering prompt query answers for your analyses, streamlining your navigation across Dossiers, documents, and reports, and much more. Mapbox partners with community mapping. It also provides a procedure to modify an existing report. Select 'Qualify on a Metric' in the Prompt Editor as shown below: Select the metric 'Revenue',. In the Navigation pane, click next to Dossiers. Using a new metric which is created with a value prompt, users can view their. Learning ResourcesGenerative AI in the analytics space. 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). Enter the name for the date prompt that was created and click on 'Finish' to save the prompt. To view a dossier, go to the MicroStrategy Home page and click a dossier tile. Prompt Details {&PromptDetails} Prompt 1: Region prompt. I don't think I quite follow. By default, the first prompt from your prompted dossier is selected. This provides spacing, making complex filter definitions easier to read. Enable "Prompt Titles and Descriptions" by selecting the box. User will be prompted to enter a date. Save the report as static, named as StaticReport. Observe the selection box next to the text box is automatically changed to "Simple Prompt". This can help the end user more easily distinguish between elements when browsing or. Drag the prompt onto the Definition pane at the bottom right, as shown in the image below: Answer: Go with dossier. Selectors allow a user, in MicroStrategy Web, to. Prompt Details {&PromptDetails} Prompt 1: Region prompt. This is different from prompted reports. And leverage the Page-By function to focus your analysis on one element. 2. MicroStrategy Desktop 8. It will not indicate that the check box is enabled, but this step is mandatory. Display the current page. In the document layout area, right-click the text field that you want to format. Or, from the dossier toolbar, click the Schedule delivery to History List icon . 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. Supports using a visualization as a selector. Browse to and select a previously saved Intelligent Cube on which to build your report. General Preferences. 4. Choose Add Data > Existing Dataset to add data. MicroStrategy Features . Click Save. 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 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. Prepare file with the answers. Open a dataset/dossier with the feature to upload answers from files. 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. KB440232. Transformations allow you to apply an attribute-element based offset to compare metric data. Steps to Create: 1. You can create a stand-alone prompt, or you can create a prompt that is embedded in a filter. Add recipients and a message. When an OLAP report is created from an Intelligent Cube, some users may have difficulty adding prompt objects to that report. This functionality allows users to search for specific elements within the prompt available answers. 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. Also, if you edit a prompted report and add another prompt to it. See Add Existing Objects for more information. Custom: Prompt created in step 1. Add the attributes that were used to build the object prompt to the Grouping section. Select the answer that you want to save as the default prompt answer and click Run Report to execute the report. 7. The Conditional Formatting dialog box opens. When running certain prompt types in MicroStrategy Web 9. This technical note explains a possible reason for an attribute element prompt not showing all its elements, in MicroStrategy 9. Run a report with the prompt answers that you wish to use for the personal view. Result: Acts as one dataset. Launch the Prompt Generation Wizard in MicroStrategy Developer by going to File menu > New and choosing 'Prompt'. Click Live Connect Only/All Connectors to toggle between. Dossier-style documents form the basis of the apps and dossiers you can create with MicroStrategy Mobile. This article will show you how to create data alerts in MicroStrategy. 1. 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. The Data Sources dialog opens. 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. Adding a Prompt to a Report A prompt is a question the system presents to a. Checked: Show Report LimitsPREREQUISITES: Established connectivity to MicroStrategy. A user can keep the personal answer, or add or delete selections. In some scenarios, it's required to group attribute elements by different qualifications. 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. 1. If you are creating a new report, open the Report Editor. From the Insert menu, select Text. 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. How the user answers the question determines what data is displayed on the report when it is returned from your data source. key Unique identifier of the prompt. ; To determine whether users. Steps to order prompts in reports. A threshold is made up of two parts: the condition and the formatting you apply to the values that meet the condition. Introduction to Dossier Authoring.