2. The report or document must have a prompt setup in order to select the personalization information. If you have a prompt on your dossier, reset will also prompt you to answer the prompt. Use Case 4. Click Share to send the bookmarks or copy the link. Open a dossier in MicroStrategy 2019 Update 2 or newer. If you are creating a new report, open the Report Editor. Supports exporting to PDF (10. To add a prompt to the report, drag and drop the prompt from the All Objects pane onto the report. Report. To perform this customization, users should create an add-on and add it to the report/document execute page. You can open a working demo by uploading the . When an OLAP report is created from an Intelligent Cube, some users may have difficulty adding prompt objects to that report. Request a demo. You can configure how the prompt details are displayed. Linking can improve dossier performance by eliminating the need to include all possible datasets for a single workflow in the same Dossier. 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. The prompts supported in the MicroStrategy platform are defined in EnumDSSXMLPromptType. To Create and Save a Dossier. Click Live Connect Only/All Connectors to toggle between. This tutorial steps through how to switch to Free-form Layout within a Dossier. You must create and save a dossier before you can save visualizations of your data. You’ve probably seen gauges in everyday life, such as on the dashboard of your car,. Manage Datasets. Step 3. Add StaticReport as Dossier's. Now there are some parameters which varies and user want to prompt them on dossier. Supports adjusting fonts to match Dashboard default. Choose a prompt. Select a folder to save your new dossier in. 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). 2. Open a dossier. This video shows you how to add a MicroStrategy dossier to your MicroStrategy Library by using both the Add to Library and Share options. When running certain prompt types in MicroStrategy Web 9. In addition, object prompts can be created as stand-alone prompt objects and then added to the report using the Insert Prompt option under the Template menu. Answer the prompts and execute the report. Data alerts work as a function of thresholding. 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. 1. #MicroStrategy #Dossiers #HTMLContainer #JavaScript. Browse to the filter you want to convert and click Open. Metric definition: Sum (IF (Employee@ID In (1,2,4,5),Revenue,0)){~+} This is good as a quick solution, since. In a two-node. Open the dossier you want to modify. Save to create the subscription. 1. Add data to a dossier by importing data from a file, database, or the results of a custom database query (that is, Freeform script). In MicroStrategy Web, create a prompted report. Configure a Template as the Project Default. Prompt 2: Year. 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. Hierarchy Qualification Prompt. You can dynamically answer these prompts by clicking on a data point in the source dossier to trigger the target dossier to appear filtered by the selected data point. For example, the user can enter information such as the. In this customization they should override the preCollectData method. Sometimes you want to make metrics more organized with modern grid. 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. Create A Dossier. If the prompt already has an answer (a filtering condition) in the Selected pane, you can do one of the following: Change. csv or Excel file format (. Click Add to Library so you can access the dossier directly from Library in the future. Prompt-in-prompt is a feature in which the answer to one prompt is used to define another prompt. For a report: From the Home menu, select Send Now. Click Create on any folder page, point to New Report, and select Intelligent Cube Report. Prompts are a platform capability of MicroStrategy that refine the data displayed in reports, documents, and dossiers. 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. The following steps to reproduce pertain to MicroStrategy Web 10. Click Share to send the bookmarks or copy the link. Checked: New line between filter types: Select this to add a line after each sub-expression, to help differentiate between the various filters. With MicroStrategy Dossier, you can now add a new visualization to the dossier canvas. The space will essentially "hide" the names. You can use prompted reports to allow users to provide input to filter and retrieve data on a dossier. Display the total number of pages. For example, you can create a Home icon to help users easily navigate. You can search, view, and edit all project-level settings. 4. Answer: When attempting to add a prompt directly to an Intelligent Cube in MicroStrategy Developer 9. To view page-by section of the report, choose View > Page-by. From the left, click Grid. Once the user accepts a shared bookmark, the shared. Navigate to a prompted report and click Insert. You need to know the type of prompt when. Prepare file with the answers. On an existing bookmark, click Share . For details about the information that is saved in the text file, see Saving a search to a text file . Add the object prompt in the Report Filter. You can create a stand-alone prompt, or you can create a prompt that is embedded in a filter. Browse to and select a previously saved Intelligent Cube on which to build your report. Click 'Add External Data' and then 'File From Disk'. In MicroStrategy 9. x. Published: Jun 8, 2017. Until then, a possible workaround is to create a version. 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. Check other tables and select/deselect correct tables. For example, you include high-level. Create your metric's formula. 4. One: Only one personal answer can be saved for this prompt. The metric can show only value prompt answers. Select the checkbox to include a bookmark or multiple bookmarks. Save and close the document. An attribute may have attribute elements with descriptions that are identical but the ID forms are unique. 4. Go back to design mode for report1. Accelerate analysis with AI-powered apps. Parameters Description; General Parameters. A prompt is a question the system presents to a user when a report is executed. 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 can now add your new prompt to. The Gauge chart allows you to showcase data and compare metrics in a clear, creative format. Once you have created a dossier, you can add text to it. Create a dossier or chapter filter by dragging attribute and metrics from the Datasets panel to the Filter panel. Selectors provide dossier-style documents with interactivity, allowing each user to change how they see the data. Use @filter or click filter in the comment panel to. Click Select. For more information, see the MicroStrategy for Office page in the Readme and the MicroStrategy for Office Help. Run the report. MicroStrategy Developer provides different methods for accessing and modifying function parameters. You can add multiple datasets. 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. If you created a new dossier, you must save the dossier before adding an existing dataset. On the upper right of any page, click your user name, and then select Preferences from the drop. To move metrics to the page-by area, right-click the word Metric on the report and select Page-by. When you add a new text field, its formatting is determined by the control defaults. Introduction to Dossier Authoring. To create contextual links in your dossier, see the video below. 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. For an introduction to prompts, how prompts save the report designer time, and how prompts work with MicroStrategy security filters, see the. 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. For an immediate solution, please see the following workaround. Run a report with the prompt answers that you wish to use for the personal view. Open a dataset/dossier with the feature to upload answers from files. Advanced Prompts: Enabling User Input. To include bookmark caches, check Library Cache and Include bookmark caches. Click Cancel, then return to Design View. In free-form layout, we provide an intuitive way to let you visually “group” containers together. Click Link. Then, for mobile devices, our Responsive View will take over the layout and place groups vertically on the canvas. Minimum MicroStrategy version: 10. Conditions can vary in complexity depending upon the type of threshold that is created. If the New Filter dialog box is displayed, click the Empty Filter icon. OR, to convert an existing filter into a security filter, click Import. This video shows how to do that with Customer Group in MicroStrategy Web. This not only allows for dossiers to have personalized information but also improves performance by processing only the. Text can serve as a label for your data or provide background information, a description, or instructions for the dossier. 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. View standard reports in MicroStrategy Library to get a simple, grid view of data. From the Home menu, select Export, and then select one of the following export formats: PDF: Export the report to an Adobe PDF file. Display the document name. Select the desired option for 'Show attribute names'. Using a prompted dossier, you can link to a different dossier to pass. You can change the default values for these check boxes in the Project Configuration. Create a report with its filter set to a shortcut to F1. To add a prompt to the Report Filter pane in the Report Editor. Perform the following steps: You can determine whether to include or exclude data for the selected range. txt), uploaded values should be separated with ;. This can be done by including a prompt in the filter’s definition. Click Save As. Create the Filter. Enter the name for the date prompt that was created and click on 'Finish' to save the prompt. 1. You can also share bookmarks by going to Share > Share Dossier. 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. MovingDifference. Open the Filter Editor. Bitcoin. You can view information about each element (for example, bar, trend line, rectangle, pie, map location, node, etc. View standard reports in MicroStrategy Library to get a simple, grid view of data. In the Navigation pane, click next to Dossiers. Click on 'Finish'. MicroStrategy Dossier makes it easy to build insightful and engaging dashboards—and with the free-form canvas, the. Create a standalone filter object with an embedded object prompt. Click Re-prompt to select a new prompt answer. Navigate to the appropriate location, name the file, and save it. If for example, the user enters 10/08/08, the report will display the month of October 2008. The initial version does not yet have all the functionalities of the previous add‑in. Visit the data visualization and data dashboard galleries for inspiration. Click on the Add button. When created this way, a value prompt is part of the filter’s definition and is not a standalone prompt, so it cannot be added to another filter. In the Data Source dialog, select Reports. Select the 'Choose default prompt answers' option on this screen. Starting with MicroStrategy 10. Select a prompt answer and click Apply. Edit the attribute selector and configure it to target the panel stack created in step 1. The Advanced Options for Exporting to Excel dialog box contains the following sections: This dialog box is accessed from the My Preferences dialog box ( My Preferences: Export category ), and these default settings are applied to all reports in a project. Select a prompt answer and click Apply. Display the user name that is executing the Report Services Document. 4. MicroStrategy Features . In the image above, the SQL is being logged to. Each prompt must be part of a filter before it can be included in a MicroStrategy Developer 10. How the user answers the question determines what data is displayed on the report when it is returned from your data source. It uses a javascript API to embed the dossier. Filters in MicroStrategy are built from Attributes. Add or edit filter you want to modify. Named as F1. Drag the prompt onto the Definition pane at the bottom right, as shown in the image below:Answer: Go with dossier. Checked: Show Report LimitsPREREQUISITES: Established connectivity to MicroStrategy. Create a new metric with the same definition of the metric above. Add the attribute Subcategory and metric Revenue to the report template. As images. Then, select a page from a different dossier that you want to filter as the target. In the document layout area, right-click the text field that you want to format. Thus, never requiring the source. To prompt for multiple object types in the same report, you must create an. Create New Dataset. ApplySimple("Datediff(YY,#0,getdate())", [BIRTH_DATE])Data displayed in MicroStrategy Viewers can be filtered by different criteria. Save the report as R1. 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. If you are linking to a prompted dossier, choose a prompt and a corresponding answer. Northwest, Southwest. 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. This is a single-value function. The "User login" prompt in report filters. Create a report (report C) with Prompt #2, and place Call Center on the template. csv file to keep a record of their settings, or import a previously save file to apply the setting to a project. This function evaluates multiple expressions until a condition is determined to be true, then returns a corresponding value. This feature is only implemented for element list prompts . If you. When the dossier gets prompted, all dossier forms for the object will display in the grid. The ability to view or edit certain settings is determined by a user's. Click the name of a report to execute it. Events, event handlers, and wrapper functions. Here’s the Dossier: Let’s link to this in the alert email. Choose File > New > Filter. In the Navigation pane, click next to Dossiers. Use the following table. To further adjust the scale of the graph, you can change the top Y-axis to have a maximum of 1,100 and a minimum of 900. As of MicroStrategy 2020, you can use dossier linking to navigate between different dossiers within the same project while preserving filtering criteria. Method 1: Using the auto text “Prompt Details” Edit the document and go to Insert-> Auto text-> Prompt Details. In Answer prompt, choose how your selected prompt is answered:Create a blank dossier or open an existing one. No matter what the user chooses, only the specific month will be displayed. To do this, you can switch to PDF View, which opens the Prompt Answer Wizard. 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. With this in mind, you can build your. Answer: When attempting to add a prompt directly to an Intelligent Cube in MicroStrategy Developer 9. Click Save . txt, . Create a report (report A) with Prompt #1 and Prompt #2, and place Customer and Call Center on the template. Click Open to close the Choose File to Upload dialog box. See Using the URL API to Access a MicroStrategy Web Page topic for instructions on how to access both out-of. 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. A visualization is a visual representation of the data in a dossier, such as a grid, line chart, or heat map. In this case, the whole behavior is reasonable and logical. Save the search results to a text file, which is one way to keep track of changes to a project. 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. Release the mouse button to place the HTML container in the. Remove the. These can be VERY handy for automating your data into a call to action for your users! We will setup a. MicroStrategy ONE Dossier Amplify productivity with AI Auto Dashboard allows users to enter an entirely new world of free-form design - automatically. x-10. Drag the prompt onto the Definition pane at the bottom right, as shown in the image below: Answer: Go with dossier. Retrieve the link to the report by going to MicroStrategy Web and browsing to the desired report. A prompt is a question the system presents to a user when a report is executed. Therefore, prompts allow report designers to create reports that let users change the report content at run. Click More at the top of the Datasets panel and choose Add New Data > New Data. You can use REST APIs to get information about five supported types of prompts applied to dossiers, documents, and reports. 1. Learn how to use an external REST client to run MSTR related REST requests. Always use the value prompt created in step #1. How to Create a Dossier. From the search results the Administrator can rename or delete the objects. Choose a prompt. From the Answer prompt drop-down, select how your selected prompt is answered. To pass the prompt answer for an element prompt when the attribute has a compound ID, you separate each ElementID with a colon. The user can also write the SQL Trace to a new log file by selecting the option from the drop down. 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. How to Interact with a Dossier. 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. MicroStrategy Tutorial. Choose File > New > Filter. Each prompt must be part of a filter before it can be included in a MicroStrategy Developer 10. If you are on a folder page, click Create on the icon bar on the left, then select New Metric. However passing content (dynamically or prompt answers) was difficult (if possible) to add to maintain. Anyone who can access a dossier (or documents) via the MicroStrategy Library, can add comments that are specific to that dossier. You must perform the following general steps to add a prompt to a document: 1. In MicroStrategy Web, if you are creating a new report, open Design Mode. 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. 7. The graph legend or axes can be formatted as well. Example 3: ApplySimple. Add Navigation to an Embedded Dossier. Instruction steps: Create a dossier, insert a text/image box. 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. Northwest, Southwest. You can explore the relationships between data elements by creating a network visualization, or create visually striking graphs that. Create a new, empty report. 0. In the top toolbar, click Insert Visualization . 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. xml, as well as the Event Handlers Reference. 4. Send a Dossier for a full snapshot Let’s create a snappy-looking Dossier that uses this in-stock data alongside sales and shipment data for the locations. This change was introduced in both MicroStrategy 2019 Update 4 and MicroStrategy 2020, and solves the regression issue discovered in MicroStrategy 10. How to Create an Object Prompt, which allows users to select the objects to include in a report. 2. This opens a window with the folder structure for the project. A prompt is a question the system presents to a user when a report is executed. Pass-through expressions, also called Apply functions, allow use of special functions or syntactic constructs beyond what MicroStrategy can create on its own, but can be obtained through the relational database. You can configure how the prompt details are displayed. For example, review the 16 View Filter. How do I add a prompt to a MicroStrategy report? To add a prompt to the page-by pane in the Report Editor. To extract a MicroStrategy Dossier, the Dossier ID must be identified. This setting will allow the end user to render only the chapter that is selected by default. Interacting with a Document: Selectors. Create a simple report, Customer and Call Center in rows and Cost and Profit in columns, with. Accept the other default values. An optional shape can be drawn to disguise this as a button. 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. Create Email Subscriptions. 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. On the upper right of any page, click your user name, and then select Preferences from the drop. Every out-of-the-box action in MicroStrategy Web is associated with a specific event. " This user is associated only with data from the Central. You can also manually link attributes when you are editing a dossier. You can use these features to leverage your data and discover new insights. Icon. In the Data Source dialog, select Reports. They will receive an app notification and an email indicating that they were tagged. Specify a name, description, and the location in which to save the prompt and click OK. For an introduction to prompts, how prompts save the report designer time, and how prompts work with MicroStrategy security filters, see the. Right click the dossier and select "Properties": 3. To find Filter names in MicroStrategy: . It is important to use this to identify the prompt if the same prompt is used more than once in the report, document or dossier. Navigate to the. Add the filter to the Report Filter of the report. Remove. The link can also pass selector values from the source to the target. This is a list of the available auto text macros that the Report Services Document engine recognizes. Users can ask questions and call. Type a name for the subscription in the Name field. Answer: Go with dossier. Create or edit reports with authoring functionality. Open a dataset/dossier with the feature to upload answers from files. This method provides. In MicroStrategy Developer, from the File menu, select New, and then choose Report. To do so, you create a text field containing the auto text code {&PromptN&}, as described in Auto text codes for document information. Hello there, In this video, I talk about HTML Container in Dossiers and how you can use it to customize your dashboards. Remove the attributes that were used to build the object prompt from the report and add the object prompt to the. 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. This is a filter which contains a prompt on an attribute element list. Create another report whose Filter is a shortcut to F1, Save the report as prompted, named as PromptReport. Reset a dossier or re-prompt a document. Select Any other prompts to configure a default Answer prompt for any additional prompts added to the target dossier in the future. After the attribute form names are enabled, the grid will display. Alternatively, you can add documents from a link or by invite. . Starting in MicroStrategy ONE Update 11, under Format Panel > Transaction Configuration tab > Configure Transaction, you can click Use SQL. Here is a sample workflow for using REST APIs to answer prompts: Create an instance of a dossier, document or report. There are two ways to create a standard prompt for an MDX cube report. Click Next and for the Select Default Prompt Qualifications, click the Add button. Once you have embedded a dossier, you can use helper methods in the Embedding API to let users navigate within the dossier. 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). Home Published: September 27, 2022 • 963 Views Creating and Editing Reports in MicroStrategy Library It's true! Reports are now available in MicroStrategy. For the Operator, select Exactly, and then from the drop-down to the left of the text box,. (See Example 1: Same attributes, same filter) Example 2: Same attributes with different element values. Dossiers with MicroStrategy 10. When you use an object prompt in a dossier, you cannot select the display forms in the dataset level. MicroStrategy attempts to link attributes that share the same name. 5. Go to the component 'Database Classes' and dispatcher 'SQL Trace'. You can hide the Page Footer in all MicroStrategy Web modes but display it when the document is viewed as a PDF. Grant or revoke user privileges, create security filters, and disable user accounts. The following two options can be used in defining each prompt as part of a filter. To add a prompt to the report, drag and drop the prompt from the All Objects pane onto the report. In the All Objects pane on the left, navigate to the folder where the prompt you want to add to the report is located and open it. Save it with “Prompt answer is required” unchecked. 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 Apply functions are not meant to take. Go to Web Preferences and select Project Default -> Grid Display. To add a prompt to the report, drag and drop the prompt from the All Objects pane onto the report. For instructions, see How to Create a Report. In this case the attributes are Region and Category as shown below: 5. How the user answers the question determines what data is displayed on the report when it is returned from your data source. Select the 'Prompt answer is required' checkbox in the 'Prompt Generation Wizard'. To require users to answer the prompt before running the report, select Prompt answer required. Prepare file with the answers. Data alerts work as a function of thresholding. On the Freeform Sources tab, in the Source area, select a database instance for the data source to access using Freeform SQL. Level prompts are not supported in filters. 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. Any prompt not answered by the passed information is displayed for the user to answer manually. Tile Format.