For details, see the Document Creation Guide. KB440232. It is possible to pass a specific attribute element to a new prompt from one document to another document using URL API in MicroStrategy Web in MicroStrategy 9. Click the name of a report or document to run it. Each conditional metric contains a copy of employee list (in an IF statement) Employee list filter is moved to a separate metric (Flag metric) Employee list filter is moved to a Filter object. 1. Select the desired option for 'Show attribute names'. They can be overridden at the report level, by accessing the Export Options dialog box for. 2. The line breaks are introduced by following setting: Project Configuration > Project definition > Documents and Reports > Report details properties > include Prompt Titles. Available since 2021 Update 1 tip You can try out this workflow at REST API Playground. Check other tables and select/deselect correct tables. 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. Use @filter or click filter in the comment panel to. A dossier is an interactive display that you can create to showcase and explore business data. The Attribute element prompt is the most restrictive, allowing users to choose from the fewest number of attribute elements to define their filter criteria. WorkaroundThis option is available starting in MicroStrategy ONE Update 11. 11, dossiers and documents containing prompts can be added to MicroStrategy Library. Find the filters created in the above steps and include them in the Selected Objects window. In the Data Source dialog, select Reports. Depending on your MicroStrategy product and licensing. Introduction to Dossier Authoring. This technical note explains a possible reason for an attribute element prompt not showing all its elements, in MicroStrategy 9. 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. Filters in MicroStrategy are built from Attributes. This functionality allows users to search for specific elements within the prompt available answers. When you execute the document, the. In the Navigation pane, click Projects. You can register event handlers for the events that are automatically raised when a. You can create derived attributes and drive metrics and groups in dossier. x report. Dossier-style documents form the basis of the apps and dossiers you can create with MicroStrategy Mobile. Open the dossier you want to modify. There are different approaches to optimize your free-form dossier on web,. The Prompt Ordering dialog box opens. 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. Click Share to send the bookmarks or copy the link. 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. By default, the first prompt from your prompted dossier is selected. Click Save As. In the Navigation pane, click next to Dossiers. To add additional information to the tooltip, drag the corresponding. Every request to a MicroStrategy Web product corresponds to a. 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. txt), uploaded values should be separated with ;. With the 10. Remove the. Step 3. Navigate to a prompted report and click Insert. - push the dataset to Platform Analytics project for further analysis. Create an Attribute Element Prompt based off of that attribute. Add visualizations and objects to your dossier. The answers provided for each prompt in the report. To verify that you are subscribed to the dossier, click. 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. A dataset can come from a variety of sources, including an Excel spreadsheet imported from your computer or downloaded from an URL, a database imported by building a SQL query or picking relational tables, a MicroStrategy project, etc. Choose a prompt. Navigate to the. Create a report. The Conditional Formatting dialog box opens. Click Save. From the Home menu, select Export, and then select one of the following export formats: PDF: Export the report to an Adobe PDF file. 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. To do this, simply drag and drop the prompt into the qualification. Follow the steps provided in the Workaround section of tech note KB42535: Document links on a grid object will only dynamically pass as prompt answer the attributes inside of the grid, and will ignore the attributes outside of the grid in MicroStrategy Web 9. Edit the attribute selector and configure it to target the panel stack created in step 1. To access a MicroStrategy page, you use the evt and src parameters in the URL. In MicroStrategy Developer, go to File > New > Metric. Level prompts are not supported in filters. Save to create the subscription. 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. Thus, you can display any MicroStrategy Web page’s content from any other context. 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'. x-10. MicroStrategy 10 Dossier (dashboard) enables dynamic links to reports with passing parameters. Run the report and it will prompt the user to select a date. 5. See Using the URL API to Access a MicroStrategy Web Page topic for instructions on how to access both out-of. If you have a prompt on your dossier, reset will also prompt you to answer the prompt. Solution The MicroStrategy Technology Team is currently resolving this issue. In the image above, the SQL is being logged to. Add the object prompt in the Report Filter. The attribute element prompt is one of the most commonly used prompt types. 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. The mobile placement order follows a “Z-path” (left-to-right and top-to-bottom order). Then, select a page from a different dossier that you want to filter as the target. Transformations allow you to apply an attribute-element based offset to compare metric data. Click Reset to return to the original view of the dossier after performing several dossier manipulations, like drilling, using selectors, or adding reference lines. 11 will support prompts for end users. Create the Grand selector outside both panel stacks. If you are using MicroStrategy 2021 Update 2 or a later version, the legacy MicroStrategy Office add-in cannot be installed from Web. 5. xls, . In this case, the whole behavior is reasonable and logical. String functions perform various actions that modify the characters returned for a string of characters. Idea: Ability to hide chapters and pages on Dossiers based on user access. Use the Ctrl key to select multiple attributes and metrics. For instructions, see How to Create a Report. x - 10. For steps, see the Basic Reporting Guide. The option is now displayed. To create contextual links in your dossier, see the video below. 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. 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. If you created a new dossier, you must save the dossier before adding an existing dataset. Access New > Dataset > Create New. Prepare file with the answers. How to Create a Dossier. 3. The Profit metric is a simple sum of the Profit fact. Dossiers with MicroStrategy 10. Learn more on Adding a Prompt to a Report. x, users will notice that this is not possible due to the mouse pointer changing into a "not allowed" symbol. Whenever in a prompt the user can filter for elements. On an existing bookmark, click Share . Remove. Right-click the object's header in the report, select Move, and then select To Page-by Axis. Until then, a possible workaround is to create a version. Thus, never requiring the source. With 10. Click OK. Value Prompt. txt, . 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. How the user answers the question determines what data is displayed on the report when it is returned from your data source. To display attribute and attribute form headers in a grid. User will be prompted to enter a date. You can create a new folder with the Create New Folder button in the bottom left corner. Right-click the attribute on the grid > Edit Selector > Add target, and also target the panel stack created in step 1. Accept the other default values. x: To modify this information on the prompt page, edit PromptObjectLayout. The attributes and metrics appear as filters. Add other objects, such as text, images, and. Drag the prompt onto the Definition pane at the bottom right, as shown in the image below: Answer: Go with dossier. Last updated: Jun 30, 2022. When the prompt is used again (on this report or a different one), the personal answer is displayed. It also provides a procedure to modify an existing report. " 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. Select the heat map visualization. See the System Administration Help for details on working with system prompts. Select a prompt answer and click Apply. To export a report while viewing it: Click the name of a report to display it. Enable "Prompt Titles and Descriptions" by selecting the box. Steps to create and edit a metric are provided below. Add the filter to the report. You can rank a metric's value from least to greatest, or display metric values. Next in our line-up of new visualizations is the Gauge visualization. Prepare file with the answers. In the Data Source dialog, select Reports. 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 user is associated only with data from the Central. Although transformations can be applied to any attribute hierarchy, the Time hierarchy is used most often. It creates a MicroStrategy session using credentials for the user, a specified authentication mode, and other information passed in the body of the request. Thus, never requiring the source. Minimum MicroStrategy version: 10. To finish creating the attribute element list qualification, begin at this step. 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. This is a list of the available auto text macros that the Report Services Document engine recognizes. Understanding a percentage-based canvas and responsive design can help you build a dossier that looks great on most screens. To Create an Intelligent Cube Using Freeform SQL or Query Builder. Introduction to MetricsThresholds can make analyzing large amounts of data easier because images are easy to locate and different colors are quickly identified. If you do not want this dialog box to be shown in the future, select Don't show. Named as F1. Create or edit reports with authoring functionality. The attribute in the Selected pane is updated with the values from the imported file. In this case the attributes are Region and Category as shown below: 5. By default, the metrics Compound Profit and Profit Margin do not use a dynamic aggregation function. This method provides. To add a prompt to the Report Filter pane in the Report Editor. MicroStrategy. If. Edit the Grand selector. The target visualizations only display data that also appears in the source. x. You can configure how the prompt details are displayed. To allow more flexibility, the check box allows the user to restrict the search results only to those. 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). Use @mention to send the comment to anyone who has access to the dossier page. 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. Every out-of-the-box action in MicroStrategy Web is associated with a specific event. Using natural language, ask questions about the dashboard or underlying data itself without the need to navigate complex interfaces or navigation manually. 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. . Open the Workstation window with the Navigation. Retrieve the link to the report by going to MicroStrategy Web and browsing to the desired report. 3. Change the prompt selection or cancel the operation. To Schedule a Dossier Cache Update. Create filters qualifications for other attributes in the same way. Value prompts can be created directly in the Filter Editor at the same time you create the filter in which you want to place the value prompt. Select one of the following: To deliver the dossier as a PDF file, select PDF. After the attribute form names are enabled, the grid will display. This can be seen in the screenshot below. 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. Steps to order prompts in reports. To pass the prompt answer for an element prompt when the attribute has a compound ID, you separate each ElementID with a colon. 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. MicroStrategy Tutorial. 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. How to Upload an Image to the repository and Add an image to a DossierRight-click the object, and select Share. Convert the report into a document, and add the report into a panel stack (Child). Click the name of a prompted report or document to run it. Navigate to a prompted report and click Insert. Metrics represent business measures and key performance indicators, and are similar to formulas in spreadsheet software. - export to Excel. How the user answers the question determines what data is displayed on the report when it is returned from your data source. Input a descriptive phrase in Name. To add a prompt to the report, drag and drop the prompt from the All Objects pane onto the report. 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. Add StaticReport as Dossier's. 2. Supports custom drop zones. Request a demo. The correct URL retrieves the content and displays the. 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. Ordering prompts in documents. Or, from the dossier toolbar, click the Schedule delivery to History List icon . Go to Web, EDIT the document and select ALL objects to display in prompts. 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. Check available Attributes OR; Use View Filter grid > [+Add Condition] to open a list of. However, since a text prompt cannot be directly incorporated in a report object, it. The shown folders are the same folders available in MicroStrategy Web. You can explore the relationships between data elements by creating a network visualization, or create visually striking graphs that. Select the checkbox to include a bookmark or multiple bookmarks. This video shows you how to add a MicroStrategy dossier to your MicroStrategy Library by using both the Add to Library and Share options. 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. Gauge chart for MicroStrategy Dossier You can easily create gauge chart using metrics and format it as you want. From the Delivery Format drop-down list, select the format in which you want to send the dossier. Alerts Editor. 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. 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. You can view information about each element (for example, bar, trend line, rectangle, pie, map location, node, etc. You must create and save a dossier before you can save visualizations of your data. customer city, revenue) and add P1 into report filter. Define if Dataset should be searchable. 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. If you are creating a new report, open the Report Editor. When this feature is enabled, the additional icon appears at the top of the prompt answers' window. How to Create an Object Prompt, which allows users to select the objects to include in a report. You can provide conditional analysis by combining data into different groups based on the value of one or more metrics in a. Below are instructions to achieve this in a Report Services Document. #MicroStrategy #Dossiers #HTMLContainer #JavaScript. A user is not able to delete a prompt object from a Report Services document even though the prompt has been removed from the data set report in MicroStrategy Developer 10. You then define a conditional format to hide the text field if the text field is empty. ; In Answer restrictions, set the minimum and maximum values that can be entered by the user. For instructions, see Creating a Prompt. 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. 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. 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. It will not indicate that the check box is enabled, but this step is mandatory. Open the Workstation window. X In the image below, the Customer State 'Connecticut' was generated using a dynamic-text field:Then, select the other visualizations you want to filter or highlight as targets. 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. 2 Add the prompt to a report. Metric with an IF Function. You are returned to the New Filter page. The dossier is included as an attachment in the email. In MicroStrategy Developer User Manager create a new, non-administrator user or make a copy of the Guest user in MicroStrategy Tutorial. The following steps to reproduce pertain to MicroStrategy Web 10. The null handling options available at each level are exactly the same. This article will show you how to create data alerts in MicroStrategy. Mapbox partners with community mapping. Choose File > New Prompt. ; Choose Create New > Dossier. No matter what the user chooses, only the specific month will be displayed. Add Month as an attribute and corresponding metric. Start building with MicroStrategy to deliver exceptional product experiences. Accelerate analysis with AI-powered apps. Grant or revoke user privileges, create security filters, and disable user accounts. Run a Dossier with the prompt answers that you wish to use for the subscription. A user can keep the personal answer, or add or delete selections. Therefore, prompts allow report designers to create reports that let users change the report content at run. The Prompt Ordering option is displayed after a prompt has been answered at least once. Browse to the filter you want to convert and click Open. Open a dataset/dossier with the feature to upload answers from files. Select the chapter to filter. Navigate to a prompted report and click Insert. Using a prompted dossier, you can link to a different dossier to pass prompt answers selected on the source dossier to the target dossier. If you are creating a prompt for a filter, click OK to save the prompt in the filter. It provides procedures to create a new report and add attributes, metrics, filters, and prompts to the report. The report or document presents a prompt question to be answered before the report data is displayed. Choose Create New > Dossier. xls, . The Blank template and Blank Dossier button can be used to create an empty dossier, if the you choose not to use a template. 8. Add this report as a dataset in a Report Services document. 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. mstr file below and deploy it in MicroStrategy Desktop or MicroStrategy Web. By default, the first prompt from your prompted dossier is selected. Using a prompted dossier, you can link to a different dossier to pass. With Navigation Bar: Without Navigation Bar: enableCollab – If the value is set to false, the Collaboration. To do this, you can switch to PDF View, which opens the Prompt Answer Wizard. He can save his changes as a new personal answer, but only one personal answer can be saved for the prompt. Method 1: Using the auto text “Prompt Details” Edit the document and go to Insert-> Auto text-> Prompt Details. A visualization is a visual representation of the data in a dossier, such as a grid, line chart, or heat map. Create the Filter. Create and save the prompt. If you. 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. One: Only one personal answer can be saved for this prompt. If your end users are using MicroStrategy Web, you can choose to open the dossier in a new browser tab. In the Data Source dialog, select Reports. The following describes the process of extracting a Dossier ID using MicroStrategy Developer. 4 Hotfix 5. To open the Send Now dialog box: For a document: Click the menu icon on the right, and select Send Now. This option is available starting in MicroStrategy ONE Update 11. When the dossier gets prompted, all dossier forms for the object will display in the grid. Click Save . 1. The General preferences page lets you personalize your MicroStrategy Web settings, including the language in which reports are displayed and whether to display Save options that let you save a report as static or prompted. You can now add your new prompt to. By default, the first prompt from your prompted dossier is selected. 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 an OLAP report is created from an Intelligent Cube, some users may have difficulty adding prompt objects to that report. And leverage the Page-By function to focus your analysis on one element. The event or action that you want your MicroStrategy Web product to perform. x-10. As you can see the Live Connected workflow takes 8 steps while the In-Memory Intelligent Cube takes 4 steps, clearly the In-Memory workflow is faster. If the Object Browser is not displayed, from the View menu select Object Browser. If you do not want this dialog box to be shown in the future, select Don't show. Prompt 2: Year. With MicroStrategy Dossier, you can now add a new visualization to the dossier canvas. An Attribute Qualification prompt can be used in an Attribute form qualification. x-10. 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. How do I add a prompt to a MicroStrategy report? To add a prompt to the page-by pane in the Report Editor. To finish creating the attribute element list qualification, begin at this step. The saved file must be a . Navigate to a prompted report and click Insert. Result: Acts as one dataset. If your end users are using MicroStrategy Web, you can choose to open the dossier in a new browser tab. Change Automatic to [Interval duration]. With expanded data. For information, see Conditional Metrics. When this feature is enabled, the additional icon appears. It was used the fact Revenue, because according to the data model design, customers generated revenues are those that effectively compare something that can be classified into product category (Category is the attribute to be used in the report). You must perform the following general steps to add a prompt to a document: 1. Prompts users to choose from all attributes in a hierarchy. If you created a new dossier, you must save the dossier before adding an existing dataset. Drag the prompt onto the Definition pane at the bottom right, as shown in the image below:Answer: Go with dossier. A prompt is similar to a filter; both are applied at runtime and customize the results of data. You can use REST APIs to get information about five supported types of prompts applied to dossiers, documents, and reports. This opens a window with the folder structure for the project. This REST API authenticates a user. Press and hold the Ctrl key to select multiple objects. Right-click on the Report object > Properties, and copy the Link. Select the 'Prompt answer is required' checkbox in the 'Prompt Generation Wizard'. From the Insert menu, select Text. The prompts supported in the MicroStrategy platform are defined in EnumDSSXMLPromptType. 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. Hierarchy Qualification Prompt. Add or edit filter you want to modify. To create a prompted dossier, you must first perform the following steps in MicroStrategy Web: Create a prompt. Grouping. You can also share bookmarks by going to Share > Share Dossier. 3. The Prompt Ordering dialog box opens. If you want to assign different formatting. You can hide the header and dynamic text in the dossier. OR, to convert an existing filter into a security filter, click Import. Use the following table. Click an object to add it to the definition. Any prompt not answered by the passed information is displayed for the user to answer manually. To add a prompt to the report, drag and drop the prompt from the All Objects pane onto the report. Step 3. Click Add to Library so you can access the dossier directly from Library in the future. Add one of the controls listed above. A possible workaround wout be to add another prompt in target dossier/document/VI based on Selector A, and pass the selection of Selector A in source document through link. Prompts are a platform capability of MicroStrategy that refine the data displayed in reports, documents, and dossiers. For documents, you can return to your last document by creating a back-button arrow or navigation bar. Selector one selects Category. Add the prompt to your report. The Links Editor opens. Select Customer_ID, Customer_Name From LU_Customer 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. Click 'Prepare Data' if further processing is required or click 'Finish' if it is not required. Example 1: Same attributes in both datasets, different metric, and same filter (same element values). After all filter qualifications are added to the report filter, the report creator can now execute the report and receive only one prompt. Hello there, In this video, I talk about HTML Container in Dossiers and how you can use it to customize your dashboards. Steps to Reproduce. From the Answer prompt drop-down, select how your selected prompt is answered. Right-click the object on which you want to create the link, then select Edit Links. Add the report to the Detail Header section in a document; When trying to create a conditional formatting to hide the section, user can only input the threshold value which is a static value: To create a conditional formatting based on a prompted value, first create a value prompt and then drag it to a metric expression window as below:Starting in MicroStrategy 2020, you can use a visualization in one dossier to filter data in a different dossier. This prompt is used in the filter editor as an attribute qualification. An optional shape can be drawn to disguise this as a button. If you are linking to a prompted dossier, choose a prompt and a corresponding answer. You can use prompted reports to allow users to provide input to filter and retrieve data on a dossier. Open the dossier you want to modify. 3 Add the prompted. custom group. First, define one visualization as the source. Create a standalone filter object with an embedded object prompt. Create a filter on attribute "Quarter" and click "Prompt. Once you have created a dossier, you can add text to it. Dossier cannot be opened This dossier users a feature that is not compatible with MicroStrategy Web. For details about the information that is saved in the text file, see Saving a search to a text file . If you do not include any prompt information in the link URL, the target report or document. 10 that allows end users to view the query details of a dossier. Choose a prompt.