Select the 'Prompt answer is required' checkbox in the 'Prompt Generation Wizard'. Save this as "Report 1"Create a panel stack and place a textbox within it. 2. How to Interact with a Dossier. This video will help you get started using the MicroStrategy REST API. How to Create a Dossier. See Using the URL API to Access a MicroStrategy Web Page topic for instructions on how to access both out-of. Use the Object Browser on the left to locate the prompt to add to the metric's definition. The saved file must be a . To add a tooltip to a control. By designing dossiers with prompted datasets, end users will now be able to proactively limit the data load prior to running a dossier. Add Direct Links when Using Dossier in MicroStrategy 10. To reduce attachment size, select the Compress Contents checkbox, which creates a zip file. The Data Sources dialog opens. For example, you could create qualifications for six months ago and for 8 months. Add this report as a dataset in a Report Services document. To add a prompt to the Filter Definition pane in the Filter Editor. An indicator line appears in the location where you can add the HTML container. Remove. Use Case 4. Click Re-prompt to select a new prompt answer. Remove the. This "How to" technical note describes a way to hide the metrics columns from a document grid in MicroStrategy 10. 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). Select the prompt to modify and click the up or down arrows to change. For example, review the 16 View Filter. xlsx). Interact with the engaged MicroStrategy Community to get answers to all your questions and collaborate for solutions. In the top toolbar, click Insert Visualization . x report. Enter a Form name and Description. Edit the predefined text for the Prompt title and instructions. For steps, see the Basic Reporting Guide. It will not indicate that the check box is enabled, but this step is mandatory. MicroStrategy URL Parameters. Create Dashboard A with the above report as the dataset. " This user is associated only with data from the Central. By default, the first prompt from your prompted dossier is selected. x. Choose File > New Prompt. Any prompt not answered by the passed information is displayed for the user to answer manually. See the System Administration Help for details on working with system prompts. The null handling options available at each level are exactly the same. How to Upload an Image to the repository and Add an image to a DossierRight-click the object, and select Share. Select the checkbox to include a bookmark or multiple bookmarks. You need to know the type of prompt when. You can convert report filters to prompts or create new prompts using the Prompt Generation Wizard. In Dossier add text box, edit it and add {&Prompt1&} {&Prompt2&} {&Prompt3&}. However passing content (dynamically or prompt answers) was difficult (if possible) to add to maintain. Input a descriptive phrase in Name. For example, the user can enter information such as the. From the left, select General. X in windows machine and I don't see an option to add a prompt in Dossier. TYPE: Custom Group. A prompt is a question the system presents to a user when a report is executed. 2. Connect to MicroStrategy Web (this example) or MicroStrategy Desktop. To prompt for multiple object types in the same report, you must create an. For instructions, see Creating a Prompt. You can also manually link attributes when you are editing a dossier. Introduction to MetricsThresholds can make analyzing large amounts of data easier because images are easy to locate and different colors are quickly identified. ) in a visualization by viewing the element's tooltip. Navigate to a prompted report and click Insert. If the New Filter dialog box is displayed, click the Empty Filter icon. To Schedule a Dossier Cache Update. Grant or revoke user privileges, create security filters, and disable user accounts. Always use the value prompt created in step #1. The Links Editor opens. When an OLAP report is created from an Intelligent Cube, some users may have difficulty adding prompt objects to that report. Choose First N Elements or Last N Elements. View the image below to find the box on the Web page. How to set date attribute filter to current month in microstrategy dossier. ; Click Blank Dossier. In the Owner tab select "Only this owner" and choose the user to manage. Prompt Details {&PromptDetails} Prompt 1: Region prompt. To do this, you can switch to PDF View, which opens the Prompt Answer Wizard. Add one of the controls listed above. To add a prompt to the report, drag and drop the prompt from the All Objects pane onto the report. Name the personal view and. To export a report while viewing it: Click the name of a report to display it. When the prompt is used again (on this report or a different one), the personal answer is displayed. This example shows that for the attribute form of customer's last name, you can use the single-value function, InitCap, to make the first letter capitalized and all other letters in lower case. You can configure how the prompt details are displayed. This is different from prompted reports. If the Object Browser is not displayed, from the View menu select Object Browser. In MicroStrategy Web, open the document in Design or Editable Mode. When this feature is enabled, the additional icon appears at the top of the prompt answers' window. Once you have finished defining the filter, you can answer the. x. They are used to pass information to answer prompts in the target report or document. Using a new metric which is created with a value prompt, users can view their. For example, object prompts are most commonly placed directly on a report, but can also be placed in the condition part of a metric's definition in the Metric Editor, depending on the type of object in the object prompt. Click Create on any folder page, point to New Report, and select Intelligent Cube Report. Prompts are a platform. 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. Right-click the grid, then select Properties and Formatting. It creates a MicroStrategy session using credentials for the user, a specified authentication mode, and other information passed in the body of the request. Click the name of a report to execute it. 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. Display the total number of pages. 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'. In Answer prompt, choose how your selected prompt is answered:Case. MicroStrategy 10 Dossier (dashboard) enables dynamic links to reports with passing parameters. Click the arrow next to Report Home, then click Create Personal View. If you are creating a new report, open the Report Editor. How the user answers the question determines what data is displayed on the report when it is returned from your data source. You can create new metrics, called derived metrics, based on attributes and metrics that have already been added to a dossier. Comment on a Dossier. Click the Re-Prompt button. Select Any other prompts to configure a default Answer prompt for any additional prompts added to the target dossier in the future. In MicroStrategy Developer 9. Navigate to the. 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. Edit the attribute selector and configure it to target the panel stack created in step 1. Click OK. This is the most user-friendly value that can be used to identify the prompt. There are two ways to create a standard prompt for an MDX cube report. 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. If you want to change permissions for users and user groups, follow the steps in Share dialog box. 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. To email a report or document. And leverage the Page-By function to focus your analysis on one element. For example, you can add code to get the table of contents. Metric definition: Sum (IF (Employee@ID In (1,2,4,5),Revenue,0)){~+} This is good as a quick solution, since. This is a filter which contains a prompt on an attribute element list. You must perform the following general steps to add a prompt to a document: 1. If it's a text file (. Save and run the report. You are returned to the New Filter page. The prompts, which contain default answers, are displayed in a manner similar to a standard MicroStrategy report. To add a prompt to the report, drag and drop the prompt from the All Objects pane onto the report. This article will show you how to create data alerts in MicroStrategy. Note: This feature can be used to turn the outlier feature on/off. Each event corresponds to an event code— either. A prompt is a question the system presents to a user when a report is executed. Add the prompt to your report. Select the function to use to calculate data in the metric. x and newerExecute one of the following options: To specify default prompt answers, click on 'Add'. Hover over an element in the visualization. xml, as well as the Event Handlers Reference. To open the Send Now dialog box: For a document: Click the menu icon on the right, and select Send Now. Using MicroStrategy Distribution Services you can deliver a report or document to your user and for each user you can specify the correct prompt answers. If you want the prompt to be a database string, you must manually type single quotes around the prompt name in the SQL statement. x, users will notice that this is not possible due to the mouse pointer changing into a "not allowed" symbol. Choose a prompt. Drag the data set onto to. Run the report. Once the user accepts a shared bookmark, the shared. This is a list of the available auto text macros that the Report Services Document engine recognizes. I am using MicroStrategy version 11. Check available Attributes OR; Use View Filter grid > [+Add Condition] to open a list of. You can ensure that you or other users automatically receive notifications when a metric on a report meets specific threshold conditions by creating an alert-based subscription. txt, . Create the Grand selector outside both panel stacks. MicroStrategy. 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. Open the cube report in Design View. csv or Excel file format (. See how to further. Navigate to a prompted report and click Insert. This feature is only implemented for element list prompts. To Answer a Prompt by Defining a Filter Based on an Attribute. Steps to order prompts in reports. Drag the prompt onto the Definition pane at the bottom right, as shown in the image below:Answer: Go with dossier. If other links are already displayed in the Links Editor, click New to create a new link. Northwest, Southwest. Create as many object prompts as necessary. A modern grid is a visualization that allows you to analyze different aspects of data across a common dimension. Configure a Transaction Grid. From the MicroStrategy home page, click New Metric . Save the search results to a text file, which is one way to keep track of changes to a project. This can be seen in the screenshot below. 8. They act as containers for non-standard SQL expressions that MicroStrategy does not support. Answer: When attempting to add a prompt directly to an Intelligent Cube in MicroStrategy Developer 9. Open the Workstation window in smart mode. If. In this article, you’ll learn techniques to use dossier. 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. xml, as well as the Event Handlers Reference. Choose whether you want to Pass the filter conditions to the target page. To view a dossier, go to the MicroStrategy Home page and click a dossier tile. x-10. 2. In this case the attributes are Region and Category as shown below: 5. You must create and save a dossier before you can save visualizations of your data. Add Conditional Calculations to a Derived Metric Using the If and Case Functions. Icon. KB440232. Save the report as static, named as StaticReport. Specify a name and location for the new security filter and click Save. Documents. You can explore the relationships between data elements by creating a network visualization, or create visually striking graphs that. 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. title Title of the prompt. 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. 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. Add Content to Your Library. Click To to locate the email address of the recipient. From the Delivery Format drop-down list, select the format in which you want to send the dossier. If the prompt already has an answer (a filtering condition) in the Selected pane, you can do one of the following: Change. 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. KB484522: Backslashes are added to elements when importing a CSV file to answer prompt answers in MicroStrategy Web 2020. 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. Click the arrow next to Report Home, then click Create Personal View. 7. For instructions, see Creating a Prompt. 3. Create a report. The shown folders are the same folders available in MicroStrategy Web. Edit All Project-Level Settings. Click Add to Library so you can access the dossier directly from Library in the future. The "User login" prompt in report filters. xls, . He can save his changes as a new personal answer, but only one personal answer can be saved for the prompt. 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. Create your metric's formula. 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). An optional shape can be drawn to disguise this as a button. Every out-of-the-box action in MicroStrategy Web is associated with a specific event. 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. 6. View links to support or legal, or utilize advanced settings. The answers provided for each prompt in the report. By default, the first prompt from your prompted dossier is selected. Choose a prompt. 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. In order to calculate the difference for a metric Revenue between Year 2011 and 2012 in MicroStrategy Visual Insight, MovingDifference function can be used to get the designed result. The initial version does not yet have all the functionalities of the previous add‑in. The enableCustomAuthentication property is an optional parameter for the create method. View standard reports in MicroStrategy Library to get a simple, grid view of data. 2. Click Save As. OK, thank you. A user can keep the personal answer, or add or delete selections. Hover over a dossier, and click Subscriptions. Create a blank dossier or open an existing one. Accelerate analysis with AI-powered apps. The report or document presents a prompt question to be answered before the report data is displayed. To do this, simply drag and drop the prompt into the qualification. Using comments on a dossier is a powerful and effective way to collaborate with others across the enterprise. You can also apply a set of color and shading schemes to all the objects on a graph report. 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. Choose one of the following: Prompt user. Right-click a smart attribute and choose Number Format. How do I add a prompt to a MicroStrategy report? To add a prompt to the page-by pane in the Report Editor. Add data to a dossier by importing data from a file, database, or the results of a custom database query (that is, Freeform script). By default, the first prompt from your prompted dossier is selected. To Answer a Prompt by Defining a Filter Based on an Attribute. Click Next and for the Select Default Prompt Qualifications, click the Add button. It will prompt for Country, Region and Call Center one by one in different pages. A prompt is a question the system presents to a user when a report is executed. To add additional information to the tooltip, drag the corresponding. Follow the prompts to select your visualization type and add data to your visualization. It allows the caller to provide a list of attribute elements from which a selection is made. For more information, see the MicroStrategy for Office page in the Readme and the MicroStrategy for Office Help. In the Data Source dialog, select Reports. Choosing any value in the Filter panel will limit the data that is returned on the visualizations or grids. The Apply functions are not meant to take. To add a prompt to the report, drag and drop the prompt from the All Objects pane onto the report. Tap Tile to view the contents of your library in tile format or as a list. - export to Excel. The following procedure describes how to add or create a prompt in a cube report in MicroStrategy Developer. A prompt is similar to a filter; both are applied at runtime and customize the. Select one: To create a new security filter, click New. 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. This on-demand webinar provides a foundational understanding of how you can leverage URL APIs to perform a variety of actions for MicroStrategy Web with a single click. A prompt allows a user to provide an answer to restrict or filter data during report execution. You can specify a minimum value even if you do not specify a maximum value. The ability to view or edit certain settings is determined by a user's. To hide a dataset object, right-click it and choose Hide. In the image above, the SQL is being logged to. Gauge chart for MicroStrategy Dossier You can easily create gauge chart using metrics and format it as you want. Custom: (Prompt created in step 1)-6. If you are on a folder page, click Create on the icon bar on the left, then select New Metric. Watch free 3-5 minutes tutorial videos, with subtitles available in 9 languages, to build product fluency! Start learning. Add the attribute Subcategory and metric Revenue to the report template. 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. Retrieve the link to the report by going to MicroStrategy Web and browsing to the desired report. The 'Select Objects' dialog box opens. On an existing bookmark, click Share . Hello there, In this video, I talk about HTML Container in Dossiers and how you can use it to customize your dashboards. Use dynamic default filters to set the First N / Last N items from a filter and avoid manual updates to stay up to date. x report. The event or action that you want your MicroStrategy Web product to perform. If you have a prompt on your dossier, reset will also prompt you to answer the prompt. Import or upload a dossier. Execute the same Dossier in. This subscription allows a report or document to be run as quickly as possible using the latest available data without query the data warehouse. Conditional calculations can be used to supplement the conditional analysis provided with filtering and thresholds in MicroStrategy Web. This provides spacing, making complex filter definitions easier to read. Create a report. You can get a list of the prompts that have been applied to a dossier, document or report, together with the definition of each prompt. Select Any other prompts to configure a default Answer prompt for any additional prompts added to the target dossier in the future. Start building with MicroStrategy to deliver exceptional product experiences. 3. If the Object Browser is not displayed, from the View menu select Object Browser. 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. 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. Add visualizations and objects to your dossier. Type a name for the subscription in the Name field. Reset a Dossier Click Reset to return to the original view of the dossier after performing several dossier manipulations, like drilling, using selectors, or adding reference lines. 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. x - 10. The name of the project. Introduction to Dossiers. Users can ask questions and call. Level prompts are not supported in filters. The target visualizations only display or highlight data that also appears in the source. 11, dossiers and documents containing prompts can be added to MicroStrategy Library. As images. From the Home menu, select Export, and then select one of the following export formats: PDF: Export the report to an Adobe PDF file. 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. Create the Filter. See Add Existing Objects for more information. Follow the prompts to select your visualization type and add data to your visualization. Click Share to send the bookmarks or copy the link. 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. Press and hold the Ctrl key to select multiple attributes or metrics. By default, the metrics Compound Profit and Profit Margin do not use a dynamic aggregation function. Click the three dots toggle on the top right of the above text box, select Create Links. 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. Users can select prompt answers from one or more attribute elements from one or more attributes. Go back to design mode for report1. required Specifies whether this prompt is required or. The option is now displayed. Use @mention to send the comment to anyone who has access to the dossier page. General Preferences. You can also manually link attributes when you are editing a dossier. 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. Next, you add a. 4. Creating Powerful (and Beautiful) Dossiers. Specify a name, description, and the location in which to save the prompt and click OK. 1. wherever you want on the canvas and use the layers panel to control. Click Live Connect Only/All Connectors to toggle between. Subscribe a Dossier, Document, or Report to a Cache Update In MicroStrategy Workstation you can create cache subscriptions through Distribution Services. The following two options can be used in defining each prompt as part of a filter. Next in our line-up of new visualizations is the Gauge visualization. Click on the Validate button to recognize the prompts. To perform this customization, users should create an add-on and add it to the report/document execute page. Create a filter on attribute "Quarter" and click "Prompt. Formatting text fields. This. 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. Drag attributes or metrics from the Datasets panel to the Filter panel. From the Insert menu, select Text. The metric, 'Prompt answer' will display the prompt answer on the report, as shown below: If the metric 'Prompt answer' returns as blank, remove and re-add the metric, 'Prompt answer' onto the report in design mode. MicroStrategy Dossier makes it easy to build insightful and engaging dashboards—and with the free-form canvas, the latest 2020 platform release has introduced new game-changing, design-focused features. Introduction to Attributes. promptAnswerMode *. Starting in MicroStrategy ONE Update 11, under Format Panel > Transaction Configuration tab > Configure Transaction, you can click Use SQL. Case can be used for categorizing data based on multiple conditions. 4. (See Example 1: Same attributes, same filter) Example 2: Same attributes with different element values. Open the Workstation window in smart mode. Named as F1. To Create and Save a Dossier. User will be prompted to enter a date. Dossier cannot be opened This dossier users a feature that is not compatible with MicroStrategy Web. You can add documents to your Library using MicroStrategy Workstation or Web. Choose whether you want to Pass the filter conditions to the target page. 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. This can be seen in the screenshot below. With 10. For details on prompts in general and the various types of prompts, see Types of Prompts. Each prompt must be part of a filter before it can be included in a MicroStrategy Developer 10. Prompt 2: Year. mstr file below and doing the following:This section describes how to design a report with basic reporting components, such as attributes, metrics, and filters, in MicroStrategy Web using the Report Editor. Using view filters based on metrics, you can view a subset of report data that focuses on the data values and ranges you are interested in. Request a demo. 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. ; Choose Create New > Dossier. Filter definition prompts. The Security Filter Editor opens. Although transformations can be applied to any attribute hierarchy, the Time hierarchy is used most often. Alternatively, you can add documents from a link or by invite. This tutorial steps through how to switch to Free-form Layout within a Dossier. Setting 'Mapping method' to 'Manual' forces users to manually select the source tables that use the expression. 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. Add recipients and a message. 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. A comprehensive list of event names and IDs can be found in events. Thus, never requiring the source. Number of Views 6. This can be a filter on the Filter panel or an in-canvas visualization filter. String functions perform various actions that modify the characters returned for a string of characters. The Gauge chart allows you to showcase data and compare metrics in a clear, creative format. Steps to Create: 1. In the layout tab, click "Allow multiple selections". Add a name and an optional description for the dossier. You can also share bookmarks by going to Share > Share Dossier.