4. 1. In this video I will show you how to create "sandbox reports" using object prompts in MicroStrategy. Create and save the prompt. Use the Object Browser on the left to locate the prompt to add to the metric's definition. To Answer a Prompt by Defining a Filter Based on an Attribute. Year (ID)= 2007. The Insert Function. For Compound Profit to be dynamically aggregated correctly, you change the dynamic aggregation function to Sum. Add this metric to a new report and add Region and Profit to the template. Choose Grid > Grid (Modern). Right-click the grid, then select Properties and Formatting. 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. Alternatively, you can also add single quotes around the prompt name in the SQL statement so the prompt answer is applied as a text constant. Use MicroStrategy Library,. A comprehensive list of event names and IDs can be found in events. Add Content to Your Library. x and above, the interface offers a search option followed by a Match Case check box. To set this option on the user level: Click on the User Preferences within Web Preferences, and then Grid display. The prompts, which contain default answers, are displayed in a manner similar to a standard MicroStrategy report. Once you have finished defining the filter, you can answer the. Click the three dots toggle on the top right of the above text box, select Create Links. Starting in MicroStrategy 2021 Update 9, you can also set this formatting at the dossier level using the Editor panel. The user can also write the SQL Trace to a new log file by selecting the option from the drop down. Type the pop-up text in the Tooltip field. 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. However, since a text prompt cannot be directly incorporated in a report object, it must be embedded in a metric. To Create an Intelligent Cube Using Freeform SQL or Query Builder. A prompt is a question the system presents to a user when a report is executed. In MicroStrategy Web, open the document in Design Mode. To access a MicroStrategy page, you use the evt and src parameters in the URL. By default, the first prompt from your prompted dossier is selected. This option is available starting in MicroStrategy ONE Update 11. A prompt allows a user to provide an answer to restrict or filter data during report execution. Next, you add a. Each prompt must be part of a filter before it can be included in a MicroStrategy Developer 10. x - 10. From the Insert menu, select Text. Prompts are a platform capability of MicroStrategy that refine the data displayed in reports, documents, and dossiers. A prompt is similar to a filter; both are applied at runtime and customize the. In both dossier and documents, you can use panels or layers to move objects to the background or foreground to create a layered effect. Change Automatic to [Interval duration]. You can save the search as an object for application and public object searches only. For "Choose from All Attributes in a Hierarchy," "Qualify on an Attribute," and "Qualify on a Metric" prompts, you can also configure how the user can define the attribute or. See how to further. Prompt Details {&PromptDetails} Prompt 1: Region prompt. Choose one of the following: Prompt user. x-10. From the Answer prompt drop-down, select how your selected prompt is answered. The workflow allows you to tell a story about your data by guiding users to seamlessly navigate across different views and levels of information within the same. 2. Use the Account tab to add a new Library. In MicroStrategy Web, add an alert to a report; to do this, run a report, right-click a metric on the. Next in our line-up of new visualizations is the Gauge visualization. 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. Introduction to Dossier Authoring. If you are creating a prompt for a filter, click OK to save the prompt in the filter. You can explore the relationships between data elements by creating a network visualization, or create visually striking graphs that. From the Home menu, select Export, and then select one of the following export formats: PDF: Export the report to an Adobe PDF file. Click More next to the filter and choose Dynamic Selection. You can format a graph report by adjusting colors, and applying a variety of graphical effects, including gradients, transparency, patterns, pictures, textures, and bevel effects. Create a blank dossier or open an existing one . In a two-node. Introduction to MetricsThresholds can make analyzing large amounts of data easier because images are easy to locate and different colors are quickly identified. This article discusses a new feature in MicroStrategy 10. Formatting options include font, alignment, borders (including 3D borders and drop shadows), text layout. Instruction steps: Create a dossier, insert a text/image box. This allows users to be notified of data. In MicroStrategy Developer 9. 1. Option 1: Create a prompt using the Prompt Editor. Thus, you can display any MicroStrategy Web page’s content from any other context. Choose Get Info if you are using a Mac. x report. Clicking the re-prompt button and selecting a new prompt on a dossier viewed in Presentation Mode causes the dossier to change to Edit Mode. ) in a visualization by viewing the element's tooltip. You can search, view, and edit all project-level settings. x report. Name the personal view and. ; To determine whether users. This is a single-value function. For steps to do this, see Creating a report with the Report Editor. xlsx). You can create a new folder with the Create New Folder button in the bottom left corner. documents or status. 2. Add the filter to the Report Filter of the report. To export a report while viewing it: Click the name of a report to display it. To include bookmark caches, check Library Cache and Include bookmark caches. Right-click on the Report object > Properties, and copy the Link. To add a prompt to the report, drag and drop the prompt from the All Objects pane onto the report. The attribute element prompt is one of the most commonly used prompt types. Navigate to the. Named as F1. The Data Sources dialog opens. Create a new, empty report. To add a tooltip to a control. customer city, revenue) and add P1 into report filter. If the New Filter dialog box is displayed, click the Empty Filter icon. Click Cancel, then return to Design View. Starting with MicroStrategy 10. Save the search results to a text file, which is one way to keep track of changes to a project. If your end users are using MicroStrategy Web, you can choose to open the dossier in a new browser tab. 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. Open a dataset/dossier with the feature to upload answers from files. Formatting text fields. xml, as well as the Event Handlers Reference. Minimum MicroStrategy version: 10. You can create a new metric by subtracting the values of one metric from the values of another metric, such as Revenue Forecast - Revenue. Click Save . Create a simple report, Customer and Call Center in rows and Cost and Profit in columns, with. For the Time hierarchy, the offset can. 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. The text produced from a dataset object. 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. 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. For steps, see the Basic Reporting Guide. The Prompt Ordering dialog box opens. 3. Configure a Transaction Grid. 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. This function evaluates multiple expressions until a condition is determined to be true, then returns a corresponding value. For steps, see the Basic Reporting Guide. 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. wherever you want on the canvas and use the layers panel to control. The dossier is included as an attachment in the email. Setting 'Mapping method' to 'Manual' forces users to manually select the source tables that use the expression. xls, . Create the Filter. x-10. Custom: (Prompt created in step 1)-6. Enter the basics: Select the measurement interval that applies to the level of aggregation that you want in your result set. Choose Add Data > Existing Dataset to add data. Select Any other prompts to configure a default Answer prompt for any additional prompts added to the target dossier in the future. If you created a new dossier, you must save the dossier before adding an existing dataset. Go to File menu > New and choose 'Filter' to launch the filter editor. 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. A prompt is similar to a filter; both are applied at runtime and customize the results of data. Example 1: Same attributes in both datasets, different metric, and same filter (same element values). 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. Enter the name for the date prompt that was created and click on 'Finish' to save the prompt. 1. Apply Text to Visualizations. Start, stop, or restart the Intelligence Server, configure clusters, and disconnect active sessions. Change the formatting of the percent to total with the appropriate settings (decimal places, negative value formatting, etc). MicroStrategy Tutorial may not contain information for the current date; if the report does not return any data, adjust the dates accordingly. Users can select prompt answers from one or more attribute elements. Choose First N Elements or Last N Elements. Visualizations provide a variety of ways for you to display and interact with the data in a dossier. For. From the Schedule drop-down list, select a schedule or event to use to send the dossier to the History List. Advanced Prompts: Enabling User Input. Save and close the document. These icons provide different ways for you to view, save, and share dossier pages or views. Option 1: Create a prompt using the Prompt Editor. Publisher: MicroStrategy . Choose Create New > Dossier. Choose File > New > Intelligent Cube. In the Navigation pane, click next to Dossiers. On the upper right of any page, click your user name, and then select Preferences from the drop. An indicator line appears in the location where you can add the HTML container. If you do not want this dialog box to be shown in the future, select Don't show. To do this, simply drag and drop the prompt into the qualification. Click the name of a report to execute it. We’ll include a link to the Dossier in our alert email that will allow us to explore the Dossier on Library Mobile. 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. MovingDifference. To move the HTML container, click and drag the HTML container to the appropriate location in the dossier. Year (ID)= 2007. 7. Now there are some parameters which varies and user want to prompt them on dossier. How to Interact with a Dossier. Create a report (report C) with Prompt #2, and place Call Center on the template. You are returned to the New Filter page. View standard reports in MicroStrategy Library to get a simple, grid view of data. 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. This technical note provides an explanation of all the available wildcards and their uses within prompt searches in MicroStrategy Developer. Note: This feature can be used to turn the outlier feature on/off. Save this as "Report 1"Create a panel stack and place a textbox within it. The evt parameter in the URL (evt is short for “event”) specifies that event. MicroStrategy Tutorial. To do this, you can switch to PDF View, which opens the Prompt Answer Wizard. Drag and drop the objects into the report grid. Accept the other default values. Once the user accepts a shared bookmark, the shared. In Dossier add text box, edit it and add {&Prompt1&} {&Prompt2&} {&Prompt3&}. Click Share to send the bookmarks or copy the link. Modifying the underlying data source structure requires a new import of the data by using the Replace Dataset. A selector can change panels, another selector, the focus of a Grid/Graph, or dynamic text fields (a text field that is a reference to an object on a report) in a panel stack, as described below. Multi-Metric KPI is best when you have several important indicators that you want to display in one, responsive visualization together. For steps. Execute the Dossier in MicroStrategy Web. In this case the attributes are Region and Category as shown below: 5. The Filter Editor opens. Select 'Qualify on a Metric' in the Prompt Editor as shown below: Select the metric 'Revenue', as shown below: Users can follow the same steps to create a numeric or text value prompt. Create an Attribute Element List prompt (for example on Customer) and a Metric Qualification prompt (for example qualify on Profit). The target visualizations only display data that also appears in the source. Supports custom drop zones. On the upper right of any page, click your user name, and then select Preferences from the drop. Use a Comparison KPI to indicate the progress towards an objective, like sales and goal. Where P1 is the prompt for the initial date and P2 is the final date prompt. In MicroStrategy Web, open the document in Design or Editable Mode. Both of these techniques are described below: About prompts. See the System Administration Help for details on working with system prompts. 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. Click ' Choose files' and select your Excel file or drag and drop the Excel file into the window. How to set date attribute filter to current month in microstrategy dossier. Compare a link to a hyperlink, which is a connection in a document to a web page. Click Share to send the bookmarks or copy the link. Add data to a dossier by importing data from a file, database, or the results of a custom database query (that is, Freeform script). This. 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. Type SQL statement and insert Call Center Prompt created in the previous step. 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. 4. When you execute the report in the future, you are prompted for answers again. The Profit metric is a simple sum of the Profit fact. In the left pane, click All Settings. The following examples show how datasets are joined. If you do not want this dialog box to be shown in the future, select Don't show. Prompts users to choose from all attributes in a hierarchy. The following describes the process of extracting a Dossier ID using MicroStrategy Developer. Open the Workstation window with the Navigation. 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. The line breaks are introduced by following setting: Project Configuration > Project definition > Documents and Reports > Report details properties > include Prompt Titles. Number of Views 6. Select the checkbox to include a bookmark or multiple bookmarks. Click More in the upper right corner of the visualization and choose Configure Transaction. Select Any other prompts to configure a default "Answer prompt" option for any additional prompts added to the target dossier in the future. x. Metric with an IF Function. a worksheet and add two new parameters—one for the attributes and the other for the metrics . The option is now displayed. This is a filter which contains a prompt on an attribute element list. It will prompt for Country, Region and Call Center one by one in different pages. You need to know the type of prompt when. Select a prompt answer and click Apply. Navigate to a prompted report and click Insert. After all filter qualifications are added to the report filter, the report creator can now execute the report and receive only one prompt. Click the name of a prompted report or document to run it. Only the prompt ID, instance ID and prompt status are returned when an instance of a prompted dossier or document is created; data is not returned. Dossier-style documents form the basis of the apps and dossiers you can create with MicroStrategy Mobile. When you add a new text field, its formatting is determined by the control defaults. Use the following table. Starting in MicroStrategy 2021 Update 5, there is an new out-of-the-box, feature-rich, Gauge visualization. When this qualification appears, double-click to add a qualification, and select ID for Qualify On. 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. You can add a prompt directly to a report, or indirectly by adding the prompt to a metric or filter. 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. You can view information about each element (for example, bar, trend line, rectangle, pie, map location, node, etc. 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. For steps, see the Basic Reporting Guide. Create another report whose Filter is a shortcut to F1, Save the report as prompted, named as PromptReport. You need to know the type of prompt when. Add Month as an attribute and corresponding metric. For instructions, see Creating a Prompt. To finish creating the attribute element list qualification, begin at this step. 3 Add the prompted. From the Delivery Format drop-down list, select the format in which you want to send the dossier. For example, the user can enter information such as the. If you created a new dossier, you must save the dossier before adding an existing dataset. 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. 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. MicroStrategy ONE Dossier Amplify productivity with AI Auto Dashboard allows users to enter an entirely new world of free-form design - automatically. x. Open the Workstation window. Additionally, you can change the bottom Y-axis to have a maximum of 50. Starting with MicroStrategy 10. Published: Jun 8, 2017. Interact with the engaged MicroStrategy Community to get answers to all your questions and collaborate for solutions. 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. The event or action that you want your MicroStrategy Web product to perform. View standard reports in MicroStrategy Library to get a simple, grid view of data. Selector one selects Category. A prompt is a question the system presents to a user when a report is executed. When the prompt is used again (on this report or a different one), the personal answer is displayed. This tutorial shows how to create derived attributes and metrics in a dossier. Click Save As. If the prompt already has an answer (a filtering condition) in the Selected pane, you can do one of the following: Change. On the Freeform Sources tab, in the Source area, select a database instance for the data source to access using Freeform SQL. A prompt is a question the system presents to a user when a report is executed. Add or edit filter you want to modify. 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. Click Live Connect Only/All Connectors to toggle between. Execute the search. The target visualizations only display or highlight data that also appears in the source. As of MicroStrategy 2020, you can use dossier linking to navigate between different dossiers within the same project while preserving filtering criteria. Value prompts are useful when the result desired on the report is a single value, such as a specific date, a number, or a specific word or phrase. 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. Checked: New line between filter types: Select this to add a line after each sub-expression, to help differentiate between the various filters. 2. Dossiers automatically adjust to look great on any screen. 3. Click Import to preview the contents of the selected file. It creates a MicroStrategy session using credentials for the user, a specified authentication mode, and other information passed in the body of the request. Start building with MicroStrategy to deliver exceptional product experiences. Open the dossier you want to modify. mstr file below and deploy it in MicroStrategy Desktop or MicroStrategy Web. 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. The integration of Generative AI into the ONE platform aims to make users infinitely more productive. By adding simple dummy attributes you are able to arrange the columns in a much more tidy form without even touching the. Click 'Add External Data' and then 'File From Disk'. 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. Supports adjusting fonts to match Dashboard default. 4 Hotfix 5. Or, from the dossier toolbar, click the Schedule delivery to History List icon . How to Create a Dossier. Right-click the object on which you want to create the link, then select Edit Links. MicroStrategy Web provides a wide range of parameters that can be used in combination to achieve different types of requests. Data alerts work as a function of thresholding. In MicroStrategy Developer, use the Folder List on the left to navigate to the folder where you want to store your new filter. 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. Last updated: Jun 30, 2022. Configure a Template as the Project Default. For instructions, see Creating a Prompt. From the Data menu, choose Prompt Ordering. After selecting the dates, the report will show data between the date chosen, and the date set in your custom expression at the end of step 3. The two fundamental parameters are the evt (short for “event”) parameter and the src (short for “source”) parameter. The workflow for this sample is shown below: POST /auth/login. After running a prompted dossier in MicroStrategy, click Re-Prompt to change your prompt answers. If you want to change permissions for users and user groups, follow the steps in Share dialog box. Release the mouse button to place the HTML container in the. Each event corresponds to an event code— either. Navigate to the appropriate location, name the file, and save it. Create your metric's formula. This prompt is used in the filter editor as an attribute qualification. Only the prompt ID, instance ID and prompt status are returned when an instance of a prompted dossier or document is created; data is not returned. To add a prompt to the Report Filter pane in the Report Editor. Number of Views 188. You must create and save a dossier before you can save visualizations of your data. A dossier is an interactive display that you can create to showcase and explore business data. Every out-of-the-box action in MicroStrategy Web is associated with a specific event. The Properties and Formatting dialog box opens. Using comments on a dossier is a powerful and effective way to collaborate with others across the enterprise. Create Email Subscriptions. Command Manager allows administrators to: Add, remove, or modify users or user groups. X in windows machine and I don't see an option to add a prompt in Dossier. The New Grid dialog box opens. To create a conditional format based on the contents of a text field. For details, see the Document Creation Guide. Add one of the controls listed above. KB484522: Backslashes are added to elements when importing a CSV file to answer prompt answers in MicroStrategy Web 2020. While database instances commonly point to a relational database, you can also create Freeform SQL. With 10. One: Only one personal answer can be saved for this prompt. Learn how to use an external REST client to run MSTR related REST requests. Hover over an element in the visualization. How to Create an Object Prompt, which allows users to select the objects to include in a report. Display the document name. The Prompt Ordering dialog box opens. Prepare file with the answers. Use dynamic default filters to set the First N / Last N items from a filter and avoid manual updates to stay up to date. Prompts are a platform capability of MicroStrategy that refine the data displayed in reports, documents, and dossiers. Press and hold the Ctrl key to select multiple attributes or metrics. Case can be used for categorizing data based on multiple conditions. For example, you could create qualifications for six months ago and for 8 months. txt, . Open a dataset/dossier with the feature to upload answers from files. 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. 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. " 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. In the Data Source dialog, select Reports. Select the answer that you want to save as the default prompt answer and click Run Report to execute the report. TYPE: Custom Group. Prompt-in-prompt is a feature in which the answer to one prompt is used to define another prompt. Connect to MicroStrategy Web (this example) or MicroStrategy Desktop. xlsx). View links to support or legal, or utilize advanced settings. Display the total number of pages. Users can ask questions and call. 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. This opens a window with the folder structure for the project. Ordering prompts in documents. The Conditional Formatting dialog box opens. Remove. For example, the user can answer the Northeast region or 2002, and the appropriate data is returned from the data warehouse. 4. Home Published: September 27, 2022 • 963 Views Creating and Editing Reports in MicroStrategy Library It's true! Reports are now available in MicroStrategy. create(props) method to embed a dossier into a third-party web page, you can use the methods described below to communicate between the dossier and the container page. From an open dossier, document, or report, click the Share icon on the Home toolbar. Retrieve the link to the report by going to MicroStrategy Web and browsing to the desired report. To extract a MicroStrategy Dossier, the Dossier ID must be identified. Click 'OK'. Using natural language, ask questions about the dashboard or underlying data itself without the need to navigate complex interfaces or navigation manually. Create a FreeForm SQL Report and add this nested prompt into it.