The alerts can be sent to an email address or to an iPhone, iPad, or Android device with MicroStrategy Mobile. Open a dataset/dossier with the feature to upload answers from files. Remove the attributes that were used to build the object prompt from the report and add the object prompt to the. This is different from prompted reports. Click Link. Datasets contain the data that appears on a dossier. 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. You can save the search as an object for application and public object searches only. After running a prompted dossier in MicroStrategy, click Re-Prompt to change your prompt answers. Click the arrow next to Report Home, then click Create Personal View. Answer: Go with dossier. Publisher: MicroStrategy . There are different approaches to optimize your free-form dossier on web,. The JavaScript Embedding API allows you to quickly integrate dossiers into a web application in a responsive manner. I don't think I quite follow. Thus, never requiring the source. Custom: (Prompt created in step 1)-6. Create a standalone filter object with an embedded object prompt. . Where P1 is the prompt for the initial date and P2 is the final date prompt. View standard reports in MicroStrategy Library to get a simple, grid view of data. WorkaroundThis option is available starting in MicroStrategy ONE Update 11. 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. If the Object Browser is not displayed, from the View menu select Object Browser. 4. 2. Retrieve the link to the report by going to MicroStrategy Web and browsing to the desired report. Add or edit filter you want to modify. Once you have created a dossier, you can add text to it. By designing dossiers with prompted datasets, end users will now be able to proactively limit the data load prior to running a dossier. To Create an Intelligent Cube Using Freeform SQL or Query Builder. Visit the data visualization and data dashboard galleries for inspiration. 9) Arrange the prompts on the grid as you see fit. To hide a single text box from a specific user in MicroStrategy Web you need to use a combination of security filters for the user and conditional formatting for the text box. Click Add cache update subscription. Add StaticReport as Dossier's. By adding simple dummy attributes you are able to arrange the columns in a much more tidy form without even touching the. Right-click on the Report object > Properties, and copy the Link. Answer: Go with dossier. x reports display the 'Metrics' column on the report grids by default. MicroStrategy URL Parameters. How the user answers the question determines what data is displayed on the report when it is returned from your data source. 6. Supports custom drop zones. Or, from the dossier toolbar, click the Schedule delivery to History List icon . It assumes that you are familiar with designing MicroStrategy reports and documents and have the necessary privileges to do so. Parameters Description; General Parameters. A comprehensive list of event names and IDs can be found in events. 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. The report is saved with active prompts. Method 1: Using the auto text “Prompt Details” Edit the document and go to Insert-> Auto text-> Prompt Details. Select a prompt answer and click Apply. On the upper right of any page, click your user name, and then select Preferences from the drop. 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. Select a prompt answer and click Apply. In MicroStrategy Developer, go to File > New > Metric. 4. Watch free 3-5 minutes tutorial videos, with subtitles available in 9 languages, to build product fluency! Start learning. To create an object prompt, see Filtering based on metrics, attributes, or other objects: Object prompts. 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 an Attribute Element List prompt (for example on Customer) and a Metric Qualification prompt (for example qualify on Profit). xls, . Formatting text fields. Edit the attribute selector and configure it to target the panel stack created in step 1. Although transformations can be applied to any attribute hierarchy, the Time hierarchy is used most often. At the Report-level, null handling can be set by editing the report and then clicking on the toolbar Data > Report Data Options > Display > Null Values. Create another panel stack (Parent) and place the Child panel stack within it. 11, dossiers and documents containing prompts can be added to MicroStrategy Library. 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 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. In MicroStrategy Web, open the document in Design or Editable Mode. Open the Filter Editor. Create a report with its filter set to a shortcut to F1. In the Navigation pane, click next to Dossiers. Save and run the report. In MicroStrategy 9. The attribute element prompt is one of the most commonly used prompt types. " 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. You can convert report filters to prompts or create new prompts using the Prompt Generation Wizard. Create Email Subscriptions. 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. Choose 'Next'. You can explore the relationships between data elements by creating a network visualization, or create visually striking graphs that. Hierarchy Qualification Prompt. This search will return the list of all the prompt answer objects that belong to the specified user. Custom: Prompt created in step 1. It uses a javascript API to embed the dossier. When the prompt is used again (on this report or a different one), the personal answer is displayed. Use the Ctrl key to select multiple attributes and metrics. Add the prompt to a report. Resources. Save this as "Report 1"Create a panel stack and place a textbox within it. These can be VERY handy for automating your data into a call. When you import a new dataset directly into a dossier that contains at least one dataset, the new dataset is automatically linked to attributes that already exist in the dossier by default. Create an Attribute Element Prompt based off of that attribute. They are used to pass information to answer prompts in the target report or document. If the Object Browser is not displayed, from the View menu select Object Browser. Open a dossier with two or more visualizations. Interacting with a Document: Selectors. This article will show you how to create data alerts in MicroStrategy. Create a blank dossier or open an existing one. Right-click the object on which you want to create the link, then select Edit Links. Published: Jun 8, 2017. Right-click the grid, then select Properties and Formatting. x users have the ability to save their prompt answers. KB484522: Backslashes are added to elements when importing a CSV file to answer prompt answers in MicroStrategy Web 2020. Subscribe a Dossier, Document, or Report to a Cache Update In MicroStrategy Workstation you can create cache subscriptions through Distribution Services. 4. MicroStrategy Workstation allows you to create email subscriptions through Distribution Services. An Attribute Qualification prompt can be used in an Attribute form qualification. For. From the Answer prompt drop-down, select how your selected prompt is answered. 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. xls, . Learning ResourcesGenerative AI in the analytics space. When an instance of a prompted report. Any prompt not answered by the passed information is displayed for the user to answer manually. To do so, you create a text field containing the auto text code {&PromptN&}, as described in Auto text codes for document information. In the Owner tab select "Only this owner" and choose the user to manage. In this customization they should override the preCollectData method. All articles. Data alerts work as a function of thresholding. Type the pop-up text in the Tooltip field. In this article, you’ll learn techniques to use dossier. When you add a new text field, its formatting is determined by the control defaults. The user can also write the SQL Trace to a new log file by selecting the option from the drop down. The answers provided for each prompt in the report. Input a descriptive phrase in Name. If you are creating a new report, open the Report Editor. To add a prompt to the report, drag and drop the prompt from the All Objects pane onto the report. Go to File menu > New and choose 'Filter' to launch the filter editor. To Create and Save a Dossier. 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. 2. For details, see the Document Creation Guide. Administrators can export the project settings in this tab to a . ; Follow the prompts to select your visualization type and add data. If you import a large amount of data and do not want to remove unnecessary data columns before importing, you can hide the corresponding objects in the dataset. View links to support or legal, or utilize advanced settings. Prompt-in-prompt is a feature in which the answer to one prompt is used to define another prompt. To create a conditional format based on the contents of a text field. In MicroStrategy Web, open the document in Design or Editable Mode. An optional shape can be drawn to disguise this as a button. If your end users are using MicroStrategy Web, you can choose to open the dossier in a new browser tab. txt, . Some key benefits include: Mapbox maps use vector tiles instead of image tiles used by many competitors, which enables much smoother and more customizable zooming. Retrieve the Attribute ID of the attribute used in the element list prompt; this can be done by browsing to the attribute object via Developer, right clicking it, and going to. In MicroStrategy 9. Each prompt must be part of a filter before it can be included in a MicroStrategy Developer 10. You can hide the Page Footer in all MicroStrategy Web modes but display it when the document is viewed as a PDF. Display the document name. From the Home menu, select Export, and then select one of the following export formats: PDF: Export the report to an Adobe PDF file. This function evaluates multiple expressions until a condition is determined to be true, then returns a corresponding value. The following procedure describes how to achieve this: Create the highest level filter. With Navigation Bar: Without Navigation Bar: enableCollab – If the value is set to false, the Collaboration. MicroStrategy Library is an interactive application of the MicroStrategy Business Intelligence platform that lets business users harness the analytical power of MicroStrategy in a simple, clean and modern user interface. Steps to import prompt values from a file. Steps to Create: 1. You can use these features to leverage your data and discover new insights. 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. See Using the URL API to Access a MicroStrategy Web Page topic for instructions on how to access both out-of. Use the following table. You can create a new metric by subtracting the values of one metric from the values of another metric, such as Revenue Forecast - Revenue. You can create a stand-alone prompt, or you can create a prompt that is embedded in a filter. The null handling options available at each level are exactly the same. How the user answers the question determines what data is displayed on the report when it is returned from your data source. Whenever in a prompt the user can filter for elements. By default, the first prompt from your prompted dossier is selected. Prepare file with the answers. Grouping. It allows the caller to provide a list of attribute elements from which a selection is made. See Using the URL API to Access a MicroStrategy Web Page topic for instructions on how to access both out-of. In this case, the whole behavior is reasonable and logical. Add this report as a dataset in a Report Services document. 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. Starting in MicroStrategy ONE Update 11, under Format Panel > Transaction Configuration tab > Configure Transaction, you can click Use SQL. 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. 2. 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. If for example, the user enters 10/08/08, the report will display the month of October 2008. DEFINITION: This custom group is a custom group banding qualification created on the metric, with band size banding type and a step size of '1' (integers). Data alerts work as a function of thresholding. To Answer a Prompt by Defining a Filter Based on an Attribute. Click Import to preview the contents of the selected file. When this feature is enabled, the additional icon appears. Save it with “Prompt answer is required” unchecked. For dossier authoring, you should use MicroStrategy Workstation as the local dossier editing tool. Grant or revoke user privileges, create security filters, and disable user accounts. Create a report (report C) with Prompt #2, and place Call Center on the template. Under 'Level…' choose the attribute. A comprehensive list of event names and IDs can be found in events. When this feature is enabled, the additional icon appears at the top of the prompt answers' window. 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. The following examples show how datasets are joined. For an introduction to prompts, how prompts save the report designer time, and how prompts work with MicroStrategy security filters, see the. From the Schedule drop-down list, select a schedule or event to use to send the dossier to the History List. In MicroStrategy Web, open the document in Design Mode. #MicroStrategy #Dossiers #HTMLContainer #JavaScript. For example, you include high-level. In both dossier and documents, you can use panels or layers to move objects to the background or foreground to create a layered effect. Answer: When attempting to add a prompt directly to an Intelligent Cube in MicroStrategy Developer 9. If you add a prompt to your report, you will be required to answer the prompt when you save the report. x and newerExecute one of the following options: To specify default prompt answers, click on 'Add'. The following steps describe how to create a personalized email or file subscription for multiple recipients. Drag and drop the attribute Category from the Object Browser into the Report View: 'Local Template' section to break the report into pages. In MicroStrategy Web, if you are creating a new report, open Design Mode. See Add Existing Objects for more information. Choose File > New Prompt. custom group. This. Dossiers with MicroStrategy 10. Display the user name that is executing the Report Services Document. However, since a text prompt cannot be directly incorporated in a report object, it must be embedded in a metric. Related Topics. Enter the Tooltip text that appears when you hover over the text field or image. 2. ; Click Blank Dossier. 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. Display the current page. You are returned to the New Filter page. 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. You can type the text to display or drag and drop a dataset object into the text field. 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'. Northwest, Southwest. Each event corresponds to an event code— either. When users create a Report Services document and set a report with multiple prompts as a data set, users cannot find the 'Prompt Ordering' option under the Data menu in MicroStrategy Developer 9. Events, event handlers, and wrapper functions. Create as many object prompts as necessary. To add a tooltip to a control. ; In Answer restrictions, set the minimum and maximum values that can be entered by the user. Press and hold the Ctrl key to select multiple attributes or metrics. Click the Re-Prompt button. If you do not want this dialog box to be shown in the future, select Don't show. Then right-click on the right side of MicroStrategy Developer and select New, then select Filter. If. Create, modify, and delete database instances, connections, and logins. 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. If the prompt already has an answer (a filtering condition) in the Selected pane, you can do one of the following: Change. The Prompt Ordering option is displayed after a prompt has been answered at least once. When the dossier gets prompted, all dossier forms for the object will display in the grid. 11. 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 Subscribe to a Dossier Step 1. The first dossier page is where you should guide and lead the viewers to dive deeper into your analysis flow. Create the prompt instructions with HTML code. TYPE: Custom Group. (See Example 1: Same attributes, same filter) Example 2: Same attributes with different element values. I am using MicroStrategy version 11. They will receive an app notification and an email indicating that they were tagged. Use dynamic default filters to set the First N / Last N items from a filter and avoid manual updates to stay up to date. If other links are already displayed in the Links Editor, click New to create a new link. This can be seen in the screenshot below. Add the object prompt in the Report Filter. A prompt is a MicroStrategy object that allows user interaction at report run time. This method provides. 1. Now there are some parameters which varies and user want to prompt them on dossier. 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. 3 Add the prompted. If it's a text file (. While string functions can be used to create metrics, a more common use case for these functions is in the creation of attribute forms. To manually enter the definition of the derived attribute. This can be a filter on the Filter panel or an in-canvas visualization filter. Click the arrow next to Report Home, then click Create Personal View. Click OK. 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. This video shows how to create custom group object in MicroStrategy Web to group attribute elements. The prompts supported in the MicroStrategy platform are defined in EnumDSSXMLPromptType. " This user is associated only with data from the Central. This feature is only implemented for element list prompts . If you single click on the icon, or make any manual selection on the filter, the icon is grayed out, indicating dynamic selection is OFF. To pass the prompt answer for an element prompt when the attribute has a compound ID, you separate each ElementID with a colon. Related articles from the Community: Knowledge Base: How to create a derived metric in MicroStrategy Developer 9. Dossiers As of MicroStrategy 2020, dossier’s free-form layout allows you to place your visualizations, text boxes, images, selectors, etc. Execute the report and notice how users are unable to see the date range filter for this report: Add the report as a dataset to a new Report Services Document . Using the URL API to Access a MicroStrategy Web Page. Open the Workstation window with the Navigation. Use the Account tab to add a new Library. A user can keep the personal answer, or add or delete selections. Configure a Template as the Project Default. A prompt is a question the system presents to a user when a report is executed. You can re-prompt the dossier. 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. To add a prompt to the Template definition pane in the Report Editor In MicroStrategy Web, if you are creating a new report, open Design Mode. Navigate to the. Start building with MicroStrategy to deliver exceptional product experiences. When you execute the document, the. Reset a 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. For an introduction to prompts, how prompts save the report designer time, and how prompts work with MicroStrategy security filters, see the. You can use REST APIs to perform the following action on attribute element prompts: Closing a. In this case the attributes are Region and Category as shown below: 5. We’ll include a link to the Dossier in our alert email that will allow us to explore the Dossier on Library Mobile. Excel with plain text: Export the report to Microsoft Excel as plain text. For a report: From the Home menu, select Send Now. Year (ID)= 2007. Click HTML Text and type HTML into the field to add it to the dossier without an iFrame. Select the Security Filters tab. The two fundamental parameters are the evt (short for “event”) parameter and the src (short for “source”) parameter. Starting in MicroStrategy 2021 Update 9, you can also set this formatting at the dossier level using the Editor panel. If other links are already displayed in the Links Editor, click New to create a new link. In Dossier add text box, edit it and add {&Prompt1&} {&Prompt2&} {&Prompt3&}. This tutorial shows how to create derived attributes and metrics in a dossier. You need to know the type of prompt when. MicroStrategy Desktop 8. By default, the first prompt from your prompted dossier is selected. 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. 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. How to set date attribute filter to current month in microstrategy dossier. By default, the first prompt from your prompted dossier is selected. Solution The MicroStrategy Technology Team is currently resolving this issue. 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. Add the following Autotext: {&Prompt1&} and {&Prompt2&} as show below: The two prompt AutoText values will correspond with the two Dynamic. Prompts are a platform. Accelerate analysis with AI-powered apps. 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. 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). The New Prompt page opens. In the Navigation pane, click next to Dossiers. Select the 'Choose default prompt answers' option on this screen. In the document layout area, right-click the text field that you want to format. Remove the. Choose a prompt. Click Save As. In MicroStrategy Developer 9. The 'Select Objects' dialog box opens. 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. From the Home menu, select Export. In WEB – design mode – you’ll see on the left all your selected objects for the dataset. Choose File > New > Filter. This tutorial steps through how to switch to Free-form Layout within a Dossier. The following image shows a document in PDF View in MicroStrategy Developer, displaying page numbers at the top of the page. Navigate to the appropriate location, name the file, and save it. For example, review the 16 View Filter. Open the Workstation window in smart mode. Select Any other prompts to configure a default "Answer prompt" option for any additional prompts added to the target dossier in the future. This allows your users to hover over a keyword on a website and jump directly to a MicroStrategy dossier automatically filtered to the keyword on the card. Instruction steps: Create a dossier, insert a text/image box. Starting with MicroStrategy 10. Prepare file with the answers. Create a report. xml, as well as the Event Handlers Reference. 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. This prompt is used in the filter editor as an attribute qualification. If your end users are using MicroStrategy Web, you can choose to open the dossier in a new browser tab. When this feature is enabled, the additional icon appears. 1 Create and save the prompt. Click Save . Run a Dossier with the prompt answers that you wish to use for the subscription. Select the 'Prompt answer is required' checkbox in the 'Prompt Generation Wizard'. You can configure how the prompt details are displayed. You can narrow the list of functions displayed in the pane by doing one of the following: To search for the function by name, type the. Save and run the report. Add a new security filter to the. Selectors provide dossier-style documents with interactivity, allowing each user to change how they see the data. Save the search results to a text file, which is one way to keep track of changes to a project. Import or upload a dossier. This allows users to be notified of data. 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. The following workflow describes the process of creating a document for viewing on a mobile device. 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). Enter a Form name and Description. csv or Excel file format (. Introduction to Dossiers. ; Choose Create New > Dossier. Create another report whose Filter is a shortcut to F1, Save the report as prompted, named as PromptReport. The Conditional Formatting dialog box opens. Click Add to Library so you can access the dossier directly from Library in the future. For example, you can define a prompt as: 'Choose from a list of elements in Month'. Navigate to a prompted report and click Insert. Create a FreeForm SQL Report and add this nested prompt into it. Run a Dossier with the prompt answers that you wish to use for the subscription. x and above, the interface offers a search option followed by a Match Case check box. This opens a window with the folder structure for the project. customer city, revenue) and add P1 into report filter. The correct URL retrieves the content and displays the. Use the Object Browser on the left to locate the prompt to add to the metric's definition. Excel with plain text: Export the report to Microsoft Excel as plain text. txt), uploaded values should be separated with ;. Click the three dots toggle on the top right of the above text box, select Create Links. There are two ways to display the prompt selections for the object prompt in the document. To reduce attachment size, select the Compress Contents checkbox, which creates a zip file. Note: Feel free to add a new name for the chapter or page. Add this metric to a new report and add Region and Profit to the template. Click Next and for the Select Default Prompt Qualifications, click the Add button. In MicroStrategy 9. Open the dossier you want to modify. It creates a MicroStrategy session using credentials for the user, a specified authentication mode, and other information passed in the body of the request. Choose File > New > Intelligent Cube. csv file to keep a record of their settings, or import a previously save file to apply the setting to a project. This technical note explains a possible reason for an attribute element prompt not showing all its elements, in MicroStrategy 9. ; To determine whether users. Use a Comparison KPI to indicate the progress towards an objective, like sales and goal. For documents, you can return to your last document by creating a back-button arrow or navigation bar.