x - 10. How to Create a Dossier. Select Any other prompts to configure a default Answer prompt for any additional prompts added to the target dossier in the future. User will be prompted to enter a date. 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 option is available starting in MicroStrategy ONE Update 11. The Create New Attribute Form dialog box now appears. Thus, never requiring the source. Once you have created a dossier, you can add text to it. On an existing bookmark, click Share . It is located in the More section of the Visualization Gallery. Open the Filter Editor. 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. Step 3. Place the "Top 10 Customers vs All" (as is done with an attribute), the "Percent to Total Customers Revenue", and "Revenue" on the report and the result will as shown in the screen shot below: Users can create a report. 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. String functions perform various actions that modify the characters returned for a string of characters. It will prompt for Country, Region and Call Center one by one in different pages. Starting in MicroStrategy 2021 Update 9, you can also set this formatting at the dossier level using the Editor panel. 4. You can only use objects of one type in an object prompt. 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. A prompt is a question the system presents to a user when a report is executed. Prepare file with the answers. How do I add a prompt to a MicroStrategy report? To add a prompt to the page-by pane in the Report Editor. A comprehensive list of event names and IDs can be found in events. Open the Workstation window. On the Upload Successful dialog box, click Share Dossier. If the New Filter dialog box is displayed, click the Empty Filter icon. Creating Powerful (and Beautiful) Dossiers. ApplySimple("Datediff(YY,#0,getdate())", [BIRTH_DATE])Data displayed in MicroStrategy Viewers can be filtered by different criteria. In MicroStrategy Developer, go to File > New > Metric. Save the report as static, named as StaticReport. See how to further. Add the following Autotext: {&Prompt1&} and {&Prompt2&} as show below: The two prompt AutoText values will correspond with the two Dynamic. How to Interact with a Dossier. Remove the attributes that were used to build the object prompt from the report and add the object prompt to the. MicroStrategy Tutorial may not contain information for the current date; if the report does not return any data, adjust the dates accordingly. Create another report whose Filter is a shortcut to F1, Save the report as prompted, named as PromptReport. If you are using MicroStrategy 2021 Update 2 or a later version, the legacy MicroStrategy Office add-in cannot be installed from Web. Create a report. Click the name of a prompted report or document to run it. 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. Click on the Validate button to recognize the prompts. Example 3: ApplySimple. 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. Log in to MicroStrategy Web as Administrator. If the Object Browser is not displayed, from the View menu select Object Browser. An indicator line appears in the location where you can add the HTML container. Add a name and an optional description for the dossier. Run a report with the prompt answers that you wish to use for the personal view. Accelerate analysis with AI-powered apps. If it's a text file (. We highly recommend using this visualization instead. For the Time hierarchy, the offset can. Learn more on Adding a Prompt to a Report. use the Equals operator and do not add any wildcard character to the. These can be VERY handy for automating your data into a call. The following image shows a document in PDF View in MicroStrategy Developer, displaying page numbers at the top of the page. It also provides a procedure to modify an existing report. For an introduction to prompts, how prompts save the report designer time, and how prompts work with MicroStrategy security filters, see the. Conditional calculations can be used to supplement the conditional analysis provided with filtering and thresholds in MicroStrategy Web. custom group. After all filter qualifications are added to the report filter, the report creator can now execute the report and receive only one prompt. See Using the URL API to Access a MicroStrategy Web Page topic for instructions on how to access both out-of. If the user tries to login to MicroStrategy Web, the user can do so and run reports and report services documents successfully. In Dossier add text box, edit it and add {&Prompt1&} {&Prompt2&} {&Prompt3&}. To specify a default prompt answer. If other links are already displayed in the Links Editor, click New to create a new link. Method 1: Using the auto text “Prompt Details” Edit the document and go to Insert-> Auto text-> Prompt Details. Below are instructions to achieve this in a Report Services Document. Use Language Default is enabled by default. Edit the predefined text for the Prompt title and instructions. Create your metric's formula. x. Add the prompted report to the document as a dataset. Use Case 4. Specify a name, description, and the location in which to save the prompt and click OK. Locate the dossier: 2. Choose Add Data > Existing Dataset to add data. You then define a conditional format to hide the text field if the text field is empty. For steps, see the Basic Reporting Guide. Always use the value prompt created in step #1. Steps to Create: 1. A prompt allows a user to provide an answer to restrict or filter data during report execution. Click Import to preview the contents of the selected file. Go to Web, EDIT the document and select ALL objects to display in prompts. This is a single-value function. If the Object Browser is not displayed, from the View menu select Object Browser. To create a prompted dossier, you must first perform the following steps in MicroStrategy Web: Create a prompt. Create a Report Services document using R1 as the dataset, drag the grid into the detail. As images. Click the name of a report to execute it. 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. Note: This feature can be used to turn the outlier feature on/off. 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. How to Upload an Image to the repository and Add an image to a DossierRight-click the object, and select Share. The section is still displayed in Design View in both MicroStrategy Developer and MicroStrategy Web. 4. For example, you could create qualifications for six months ago and for 8 months. x. 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. From an open dossier, document, or report, click the Share icon on the Home toolbar. Steps to Reproduce. If you have a prompt on your dossier, reset will also prompt you to answer the prompt. Main steps in this script: - establish connection to MSTR environment. Create a prompt on the Call Center attribute (Prompt #2). Run a Dossier with the prompt answers that you wish to use for the subscription. 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. General Preferences. If you want the prompt to be a database string, you must manually type single quotes around the prompt name in the SQL statement. And leverage the Page-By function to focus your analysis on one element. Create filters qualifications for other attributes in the same way. 6 and later) Additional Features. In this case the attributes are Region and Category as shown below: 5. The enableCustomAuthentication property is an optional parameter for the create method. 10 that allows end users to view the query details of a dossier. 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. For more information, see Use a Visualization to Filter Data in a Different Dossier. 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). The search has wildcards and certain functionality that should be noted. Answer the prompts and execute the report. 11 will support prompts for end users. Click More next to the filter and choose Dynamic Selection. Drag and drop the objects into the report grid. Starting with MicroStrategy 10. Different ways to filter data in a Dossier including: Filters in the Filter Panel (Filter Whole Chapter) - 0:27Page Filter - 2:15Filters for Specific Visuali. Configure a Transaction Grid. Navigate to a prompted report and click Insert. 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. Excel with plain text: Export the report to Microsoft Excel as plain text. Choose a prompt. Click on 'Finish'. 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. Every request to a MicroStrategy Web product corresponds to a. Step 3. Create a FreeForm SQL Report and add this nested prompt into it. When these reports are used in a Report Services document, the same 'Metrics' column is displayed, as shown below:Using a prompted dossier, you can link to a different dossier to pass prompt answers selected on the source dossier to the target dossier. 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. Published: Mar 21, 2023 The "User login" prompt in report filters. You can provide conditional analysis by combining data into different groups based on the value of one or more metrics in a. You can also apply a set of color and shading schemes to all the objects on a graph report. 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. It also highlights a few capabilities the Free-form Layout will allow the Dossier deisgner to do. Change the prompt selection or cancel the operation. Of course, there is a trade of, since the In-Memory technology keeps the data in memory, there are RAM memory implications using this approach, however if that’s the only concern, you should. Events, event handlers, and wrapper functions. To add a tooltip to a control. 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. xls, . 4. The event or action that you want your MicroStrategy Web product to perform. Choose Add Data > Existing Dataset to add data. x, prompted text cannot be displayed in a Report Services document unless the prompt is in the dataset of the document. xls, . 2. Once you have embedded a dossier, you can use helper methods in the Embedding API to let users navigate within the dossier. When the dossier gets prompted, all dossier forms for the object will display in the grid. Hello there, In this video, I talk about HTML Container in Dossiers and how you can use it to customize your dashboards. You can explore the relationships between data elements by creating a network visualization, or create visually striking graphs that. For example, review the 16 View Filter. Understanding a percentage-based canvas and responsive design can help you build a dossier that looks great on most screens. You can add a prompt directly to a report, or indirectly by adding the prompt to a metric or filter. However, since a text prompt cannot be directly incorporated in a report object, it. For example, you can create a Home icon to help users easily navigate. Visualizations provide a variety of ways for you to display and interact with the data in a dossier. To move the HTML container, click and drag the HTML container to the appropriate location in the dossier. It assumes that you are familiar with designing MicroStrategy reports and documents and have the necessary privileges to do so. For example, you can add code to get the table of contents. You can add a prompt directly to a report, or indirectly by adding the prompt to a metric or filter. Open a dossier with two or more visualizations. The following steps to reproduce pertain to MicroStrategy Web 10. To include bookmark caches, check Library Cache and Include bookmark caches. These can be VERY handy for automating your data into a call to action for your users! We will setup a. When this feature is enabled, the additional icon appears at the top of the prompt answers' window. The New Prompt page opens. When the dossier opens, you can find a series of icons at the top of the page. 5. With expanded data. To do this, you can switch to PDF View, which opens the Prompt Answer Wizard. 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. 3. Click Link. Choose Create New > Dossier. 1. 3 Add the prompted. In order to remove line breaks, select "No Title or Index" in the dropdown list of "Include Prompt Titles", and clear the existing dossier caches. Create a blank dossier or open an existing one. Year (ID)= 2007. 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. Choose File > New > Filter. The following examples show how datasets are joined. 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. Users can select prompt answers from one or more attribute elements from one or more attributes. When you execute the report in the future, you are prompted for answers again. This method provides. The event or action that you want your MicroStrategy Web product to perform. 1. The Prompt Ordering dialog box opens. If you are linking to a prompted dossier, choose a prompt and a corresponding answer. Click Live Connect Only/All Connectors to toggle between. Using a prompted dossier, you can link to a different dossier to pass. After the attribute form names are enabled, the grid will display. You need to know the type of prompt when. Open a dataset/dossier with the feature to upload answers from files. 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. 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. Each prompt must be part of a filter before it can be included in a MicroStrategy Developer 10. This "How to" technical note describes a way to hide the metrics columns from a document grid in MicroStrategy 10. This can be a filter on the Filter panel or an in-canvas visualization filter. Enter the definition of the derived attribute directly into the right pane. txt), uploaded values should be separated with ;. Click OK. You need to know the type of prompt when. x and newerExecute one of the following options: To specify default prompt answers, click on 'Add'. Embedded directly in apps, end users have access to their very own AI assistant. Prompts are a platform capability of MicroStrategy that refine the data displayed in reports, documents, and dossiers. x - 10. In MicroStrategy Developer, go to File > New > Metric. The Blank template and Blank Dossier button can be used to create an empty dossier, if the you choose not to use a template. Click the name of a prompted report or document to run it. 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. This. Now there are some parameters which varies and user want to prompt them on dossier. The Gauge chart allows you to showcase data and compare metrics in a clear, creative format. Configure a Template as the Project Default. The "User login" prompt in report filters. From the toolbar, select Run Report. Select Any other prompts to configure a default Answer prompt for any additional prompts added to the target dossier in the future. Add the filter that contains both prompts to generate the date prompt. This includes delivering prompt query answers for your analyses, streamlining your navigation across Dossiers, documents, and reports, and much more. wherever you want on the canvas and use the layers panel to control. Drag the prompt onto the Definition pane at the bottom right, as shown in the image below:Answer: Go with dossier. In the layout tab, click "Allow multiple selections". If you are creating a prompt for a filter, click OK to save the prompt in the filter. Open a dossier in MicroStrategy 2019 Update 2 or newer. This tutorial shows how to create derived attributes and metrics in a dossier. From the drop-down, choose your bookmarks. Prompts users to choose from all attributes in a hierarchy. - select Projects to be analyzed. Each prompt must be part of a filter before it can be included in a MicroStrategy Developer 10. Right-click the object on which you want to create the link, then select Edit Links. Learn how to use an external REST client to run MSTR related REST requests. 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). In MicroStrategy Web, open the document in Design or Editable Mode. For documents, you can return to your last document by creating a back-button arrow or navigation bar. if User A and User Group B are subscribed to a dossier, the subscription creates one job for User A, and a second job for User Group B. In Answer prompt, choose how your selected prompt is answered:Case. - export to Excel. 2. Add the filter to the report. Browse to the filter you want to convert and click Open. In WEB – design mode – you’ll see on the left all your selected objects for the dataset. Click OK. 6. 11, dossiers and documents containing prompts can be added to MicroStrategy Library. Conditions can vary in complexity depending upon the type of threshold that is created. To reduce attachment size, select the Compress Contents checkbox, which creates a zip file. Navigate to the appropriate location, name the file, and save it. Dossier-style documents form the basis of the apps and dossiers you can create with MicroStrategy Mobile. csv or Excel file format (. Available since 2021 Update 1 tip You can try out this workflow at REST API Playground. Click the arrow next to Report Home, then click Create Personal View. Choose one of the following: Prompt user. Click Blank Dossier. Click the three dots toggle on the top right of the above text box, select Create Links. Interact with the engaged MicroStrategy Community to get answers to all your questions and collaborate for solutions. If you unset the filter, the icon. Thus, never requiring the source. View standard reports in MicroStrategy Library to get a simple, grid view of data. Open the dossier you want to modify. An attribute may have attribute elements with descriptions that are identical but the ID forms are unique. A prompt is similar to a filter; both are applied at runtime and customize the results of data. #MicroStrategy #Dossiers #HTMLContainer #JavaScript. To add a prompt to the Report Filter pane in the Report Editor. Create a Dossier from a report with a prompt. Create a simple report, Customer and Call Center in rows and Cost and Profit in columns, with. Untill the newest MSTR version we could have created links on attributes and using html code in metrics. Modifying the underlying data source structure requires a new import of the data by using the Replace Dataset. Users can select prompt answers from one or more attribute elements. If it's a text file (. To Create and Save a Dossier. The following workflow describes the process of creating a document for viewing on a mobile device. If your end users are using MicroStrategy Web, you can choose to open the dossier in a new browser tab. MicroStrategy 10 Dossier (dashboard) enables dynamic links to reports with passing parameters. 2. If you select Save report as prompted when you save the report, any subsequent times you open the report (in Editable or Presentation Mode), you will have to answer the prompt. The report is saved with active prompts. View the dossier in Presentation Mode. Save the report as R1. Choose a prompt. On the Freeform Sources tab, in the Source area, select a database instance for the data source to access using Freeform SQL. To add additional information to the tooltip, drag the corresponding. If all conditions are false, a default value is returned. If you do not want this dialog box to be shown in the future, select Don't show. Prompt-in-prompt is a feature in which the answer to one prompt is used to define another prompt. 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'. MicroStrategy Tutorial. Specify a name, description, and the location in which to save the prompt and click OK. You can also create a new dataset by adding objects from a project on a server. In MicroStrategy Reporting Tool (MSTR), what is the difference between Numeric prompt, Big decimal prompt and Long prompt?. Choose 'Next'. Browse to and select a previously saved Intelligent Cube on which to build your report. " This user is associated only with data from the Central. . 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. 4. If you are creating a prompt for a filter, click OK to save the prompt in the filter. You can create a stand-alone prompt, or you can create a prompt that is embedded in a filter. Steps to order prompts in reports. Its default value is true. You can convert report filters to prompts or create new prompts using the Prompt Generation Wizard. You can add multiple datasets. Create a report (report C) with Prompt #2, and place Call Center on the template. The Filter Editor opens. Starting in MicroStrategy 2021 Update 5, there is an new out-of-the-box, feature-rich, Gauge visualization. You need to know the type of prompt when. Select the Security Filters tab. txt, . Add the attribute Subcategory and metric Revenue to the report template. Value Prompt. If for example, the user enters 10/08/08, the report will display the month of October 2008. 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. Alternatively, you can add documents from a link or by invite. In the top toolbar, click Insert Visualization . If the New Filter dialog box is displayed, click the Empty Filter icon. Once the user accepts a shared bookmark, the. You can now add your new prompt to. Select this to add a line after each filter type name and before the actual definition of the filter. For details about the information that is saved in the text file, see Saving a search to a text file . Complex grid can be very messy. Click Save. Only the prompt ID, instance ID and prompt status are returned when an instance of a prompted dossier or document is created; data is not returned. Add StaticReport as Dossier's. For example, you can define a prompt as: 'Choose from a list of elements in Month'. 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. Select one: To create a new security filter, click New. Click Share to send the bookmarks or copy the link. Named as F1. Add Content to Your Library. Add or edit filter you want to modify. Select a prompt answer and click Apply. Select a prompt answer and click Apply. Learning ResourcesGenerative AI in the analytics space. For example, you include high-level. MicroStrategy Web provides a wide range of parameters that can be used in combination to achieve different types of requests. Under 'Level…' choose the attribute. This video shows how to create custom group object in MicroStrategy Web to group attribute elements. x report. If the prompt already has an answer (a filtering condition) in the Selected pane, you can do one of the following: Change. Republishing and wrangling depend upon a consistent data source structure. If you created a new dossier, you must save the dossier before adding an existing dataset. 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. Right-click the control and select Properties and Formatting. Parameters Description; General Parameters. In the Data Source dialog, select Reports. MicroStrategy URL Parameters. In MicroStrategy 9. MicroStrategy ONE Dossier Amplify productivity with AI Auto Dashboard allows users to enter an entirely new world of free-form design - automatically. For details, see the Document Creation Guide. The option is now displayed. Choose Add Data > Existing Dataset to add data. 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. Idea: Ability to hide chapters and pages on Dossiers based on user access. The shown folders are the same folders available in MicroStrategy Web. See how it can be achieved. Click More in the upper right corner of the visualization and choose Configure Transaction. Metric with an IF Function. To manually enter the definition of the derived attribute. Create a blank dossier or open an existing one . Select a prompt answer and click Apply. Create Dashboard B with the above report with three value prompts for each attribute above. To create a static label, type text: a. The 'Select Objects' dialog box opens. WorkaroundThis option is available starting in MicroStrategy ONE Update 11. Create a dossier or chapter filter by dragging attribute and metrics from the Datasets panel to the Filter panel. To add a prompt to the report, drag and drop the prompt from the All Objects pane onto the report. This video will help you get started using the MicroStrategy REST API. A comprehensive list of event names and IDs can be found in events. For example, you want a report that lists all employees whose age. KB440232. xml, as well as the Event Handlers Reference. 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. Enter the basics: Select the measurement interval that applies to the level of aggregation that you want in your result set. 7. Navigate to and select the file containing the values to be imported. When you use an object prompt in a dossier, you cannot select the display forms in the dataset level. Click Re-prompt to select a new prompt answer. Users can ask questions and call. 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 visualizations and objects to your dossier. Choose File > New > Filter. Click Save As. Click Reset to return to the original view of the dossier after performing several dossier manipulations, like drilling, using selectors, or adding reference lines. Please help. 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. This article discusses a new feature in MicroStrategy 10. 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. There are two ways to create a standard prompt for an MDX cube report.