When the dossier gets prompted, all dossier forms for the object will display in the grid. Create Dashboard B with the above report with three value prompts for each attribute above. Click the name of a report to execute it. 1. When this custom group is placed on a report with the metric and an answer of '8' for the prompt, the following results are returned:To add a filter: Open the dossier with the heat map visualization you created in How to Create Your Heat Map Visualization. Type SQL statement and insert Call Center Prompt created in the previous step. The saved file must be a . x report. Northwest, Southwest. Click Add to Library so you can access the dossier directly from Library in the future. The prompts supported in the MicroStrategy platform are defined in EnumDSSXMLPromptType. Click Open to close the Choose File to Upload dialog box. Learning ResourcesGenerative AI in the analytics space. Steps to Reproduce. Type the pop-up text in the Tooltip field. 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. From the Insert menu, select Text. The two fundamental parameters are the evt (short for “event”) parameter and the src (short for “source”) parameter. Choose File > New Prompt. 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). Display the current date and time. See the System Administration Help for details on working with system prompts. Did you know you can easily build no-code analytics applications with MicroStrategy Dossiers? In this session from MicroStrategy World 2022, experts. As of MicroStrategy 2020, you can use dossier linking to navigate between different dossiers within the same project while preserving filtering criteria. The shown folders are the same folders available in MicroStrategy Web. To perform this customization, users should create an add-on and add it to the report/document execute page. 4. Choose one of the following: Prompt user. You can determine how a prompt appears when it is executed in MicroStrategy Web, by selecting a display style, and then updating the style properties associated with it. Select Any other prompts to configure a default "Answer prompt" option for any additional prompts added to the target dossier in the future. To create a prompted dossier, you must first perform the following steps in MicroStrategy Web: Create a prompt. This article will show you how to create data alerts in MicroStrategy. They are used to pass information to answer prompts in the target report or document. Run a report with the prompt answers that you wish to use for the personal view. Click Share to send the bookmarks or copy the link. Configure a Transaction Grid. One: Only one personal answer can be saved for this prompt. Navigate to the Layout Tab. 11 will support prompts for end users. 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. - get general list of dossiers (list 1) - get list of visualizations applied in each dossier (list 2) - merge two lists. Click 'OK'. This can be done by including a prompt in the filter’s definition. 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. For example, you can define a prompt as: 'Choose from a list of elements in Month'. You can provide conditional analysis by combining data into different groups based on the value of one or more metrics in a. With Navigation Bar: Without Navigation Bar: enableCollab – If the value is set to false, the Collaboration. Create filters qualifications for other attributes in the same way. Use the Object Browser on the left to locate the prompt to add to the metric's definition. If you do not want this dialog box to be shown in the future, select Don't show. 4. Convert the report into a document, and add the report into a panel stack (Child). From the toolbar, select Run Report. The section is still displayed in Design View in both MicroStrategy Developer and MicroStrategy Web. A threshold is made up of two parts: the condition and the formatting you apply to the values that meet the condition. 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. Filter definition prompts. To verify that you are subscribed to the dossier, click. Change the formatting of the percent to total with the appropriate settings (decimal places, negative value formatting, etc). Custom: (Prompt created in step 1)-6. How to Interact with a Dossier. You can convert report filters to prompts or create new prompts using the Prompt Generation Wizard. Add or edit filter you want to modify. Any prompt not answered by the passed information is displayed for the user to answer manually. You need to know the type of prompt when. 4. Execute the same Dossier in. You can access and modify function parameters from the following interfaces: Insert Function Wizard: This interface is used to help guide you in the initial inclusion of a function in an expression for a MicroStrategy object. Choose whether you want to Pass the filter conditions to the target page. Add visualizations and objects to your dossier. The null handling options available at each level are exactly the same. Drag and drop the objects into the report grid. Select the desired option for 'Show attribute names'. In general, the "User login" prompt should be used in attribute form qualifications, such as the following: In MDX, a Filter () expression is used to reduce the entire list of MSTR User member to the one whose MEMBER_NAME property is "cbecker. The Data Sources dialog opens. x and above, the interface offers a search option followed by a Match Case check box. In the Data Source dialog, select Reports. 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. Select Any other prompts to configure a default Answer prompt for any additional prompts added to the target dossier in the future. Starting in MicroStrategy 2021 Update 5, there is an new out-of-the-box, feature-rich, Gauge visualization. You can use REST APIs to get information about five supported types of prompts applied to dossiers, documents, and reports. Choose Add Data > Existing Dataset to add data. In the Data Source dialog, select Reports. It also provides a procedure to modify an existing report. Result: Acts mostly as one dataset, but missing values are. To add a prompt to the Report Filter pane in the Report Editor. You can create a stand-alone prompt, or you can create a prompt that is embedded in a filter. Thus, never requiring the source. 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. Data alerts work as a function of thresholding. Use the following table. To specify a default prompt answer. When you add a new text field, its formatting is determined by the control defaults. Choose a prompt. Visualizations provide a variety of ways for you to display and interact with the data in a dossier. MicroStrategy ONE Dossier Amplify productivity with AI Auto Dashboard allows users to enter an entirely new world of free-form design - automatically. You need to know the type of prompt when. 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. x-10. These can be VERY handy for automating your data into a call. The function returns the moving difference between current and preceding values. Click Select. Now there are some parameters which varies and user want to prompt them on dossier. Supports using a visualization as a selector. 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. 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. Select the prompt to modify and click the up or down arrows to change its order. This REST API authenticates a user. The Properties and Formatting dialog box opens. Prompt Details {&PromptDetails} Prompt 1: Region prompt. MicroStrategy Workstation allows you to create email subscriptions through Distribution Services. Prompt Details {&PromptDetails} Prompt 1: Region prompt. Select the chapter to filter. 2. Select the 'Prompt answer is required' checkbox in the 'Prompt Generation Wizard'. He can save his changes as a new personal answer, but only one personal answer can be saved for the prompt. The only difference is that for each of the three different Null value handling categories shown below, at the Report. For an immediate solution, please see the following workaround. 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 Get Info if you are using a Mac. In Answer prompt, choose how your selected prompt is answered:Case. 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. Remove the attributes that were used to build the object prompt from the report and add the object prompt to the. Choose File > New > Intelligent Cube. Navigate to the appropriate location, name the file, and save it. If you do not want this dialog box to be shown in the future, select Don't show. Run a Dossier with the prompt answers that you wish to use for the subscription. 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. Ask for data points, data summaries ready for presentation, or even. 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. Watch free 3-5 minutes tutorial videos, with subtitles available in 9 languages, to build product fluency! Start learning. Add the filter that contains both prompts to generate the date prompt. Tap Tile to view the contents of your library in tile format or as a list. From the drop-down, choose your bookmarks. To extract a MicroStrategy Dossier, the Dossier ID must be identified. In MicroStrategy Developer 9. Learn more about MicroStrategy REST API Playground here. Steps to Create: 1. MicroStrategy 10 Dossier (dashboard) enables dynamic links to reports with passing parameters. The Links Editor opens. MicroStrategy attempts to link attributes that share the same name. You can use prompted reports to allow users to provide input to filter and retrieve data on a dossier. In the left pane, click All Settings. In the Navigation pane, click next to Dossiers. With our rich semantic layer, advanced security, and open architecture, MicroStrategy is uniquely positioned to leverage these technologies by applying critical context and meaning to pre-trained AI models. WorkaroundThis option is available starting in MicroStrategy ONE Update 11. To open the Send Now dialog box: For a document: Click the menu icon on the right, and select Send Now. Click Cancel, then return to Design View. The mobile placement order follows a “Z-path” (left-to-right and top-to-bottom order). If you are creating a new report, open the Report Editor. Create a report (report C) with Prompt #2, and place Call Center on the template. Selector one selects Category. 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. Alternatively, you can add documents from a link or by invite. Watch on. You can open a working demo by uploading the . When you execute the report in the future, you are prompted for answers again. Right-click the object on which you want to create the link, then select Edit Links. Choosing any value in the Filter panel will limit the data that is returned on the visualizations or grids. You can type the text to display or drag and drop a dataset object into the text field. You can add a prompt directly to a report, or indirectly by adding the prompt to a metric or filter. To export a report while viewing it: Click the name of a report to display it. Notice in the graph above that by putting the metrics on separate Y-axes, the scale is improved for the data and all data is easier to interpret and analyze. This prompt is used in the filter editor as an attribute qualification. 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. 2 days ago · I have a Microstrategy dossier and I want to show an image when the dossier is executed. . Go to the component 'Database Classes' and dispatcher 'SQL Trace'. This can be seen in the screenshot below. A prompt is a question the system presents to a user when a report is executed. To access a MicroStrategy page, you use the evt and src parameters in the URL. A hyperlink is functional in PDF View in MicroStrategy Developer and in Express Mode in MicroStrategy Web. The JavaScript Embedding API allows you to quickly integrate dossiers into a web application in a responsive manner. 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). Dossiers with MicroStrategy 10. If you are linking to a prompted dossier, choose a prompt and a corresponding answer. Add the following Autotext: {&Prompt1&} and {&Prompt2&} as show below: The two prompt AutoText values will correspond with the two Dynamic. Click Save. x. An attribute may have attribute elements with descriptions that are identical but the ID forms are unique. How to Subscribe to a Dossier Step 1. x - 10. OR, to convert an existing filter into a security filter, click Import. To finish creating the attribute element list qualification, begin at this step. Create your metric's formula. When an OLAP report is created from an Intelligent Cube, some users may have difficulty adding prompt objects to that report. Save the report as R1. " 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. Option 1: Create a prompt using the Prompt Editor. The Prompt Ordering dialog box opens. The new prompt answers are saved as the latest prompt answer in MicroStrategy. If you have a prompt on your dossier, reset will also prompt you to answer the prompt. Avoid overcrowded lines — Do not put more than three lines in one chart; you can always add a metric selector for the viewer to choose desired lines. In Answer prompt, choose how your selected prompt is answered:Create a blank dossier or open an existing one. Open a dossier in MicroStrategy 2019 Update 2 or newer. From the search results the Administrator can rename or delete the objects. You can change the formatting and appearance as described below: For all formatting options and properties, format text using the Property List. Select a prompt answer and click Apply. Type a name for the subscription in the Name field. The Gauge chart allows you to showcase data and compare metrics in a clear, creative format. This provides spacing, making complex filter definitions easier to read. 11+ you can load dossier chapters on demand by enabling the "Load chapters on demand" feature in Dossier Properties. If available, select the Certified Dossier checkbox to certify your dossier. If the New Filter dialog box is displayed, click the Empty Filter icon. In the layout tab, click "Allow multiple selections". They will receive an app notification and an email indicating that they were tagged. View the image below to find the box on the Web page. You can use prompted reports to allow users to provide input to filter and retrieve data on a 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. 3 Add the prompted. 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. Multi-Metric KPI is best when you have several important indicators that you want to display in one, responsive visualization together. Add data to a dossier by importing data from a file, database, or the results of a custom database query (that is, Freeform script). The option is now 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. Introduction to MetricsThresholds can make analyzing large amounts of data easier because images are easy to locate and different colors are quickly identified. However, since a text prompt cannot be directly incorporated in a report object, it must be embedded in a metric. 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. Choose one of the following: Prompt user. 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. You can also manually link attributes when you are editing a dossier. This video shows how to do that with Customer Group in MicroStrategy Web. ; Click Blank Dossier. Using a new metric which is created with a value prompt, users can view their. Click the name of a prompted report or document to run it. The workflow for this sample is shown below: POST /auth/login. This is different from prompted reports. x report. For example, you want a report that lists all employees whose age. For steps, see the Basic Reporting Guide. A prompt is similar to a filter; both are applied at runtime and customize the results of data that is returned from a data source. If you add a prompt to your report, you will be required to answer the prompt when you save the report. Click Save. Choose a prompt. To add a text field to a document. An optional shape can be drawn to disguise this as a button. 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. 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. By default, the first prompt from your prompted dossier is selected. csv or Excel file format (. 6. Hierarchy Qualification Prompt. The Metric Formula Editor allows. ; Add reference lines — The line chart comes with many prebuilt reference. To create an object prompt, see Filtering based on metrics, attributes, or other objects: Object prompts. The New Grid dialog box opens. In general, the "User login" prompt should be used in attribute form qualifications, such as the following: In MDX, a Filter () expression is used to reduce the entire list of MSTR User member to the one whose MEMBER_NAME property is "cbecker. Run a Dossier with the prompt answers that you wish to use for the subscription. Steps to import prompt values from a file. Access New > Dataset > Create New. Dossiers go beyond traditional dashboards and reports by adding collaboration, responsive design, and a variety of different content such as charts, grids, visualizations, images, reports,. See how to further. The following describes the process of extracting a Dossier ID using MicroStrategy Developer. 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. When an instance of a prompted report. 11, dossiers and documents containing prompts can be added to MicroStrategy Library. Add a new security filter to the. Adding a Prompt to a Report A prompt is a question the system presents to a. Here’s the Dossier: Let’s link to this in the alert email. You can explore the relationships between data elements by creating a network visualization, or create visually striking graphs that. 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. Create an Attribute Element List prompt (for example on Customer) and a Metric Qualification prompt (for example qualify on Profit). 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. Once you have embedded a dossier, you can use helper methods in the Embedding API to let users navigate within the dossier. This image will be different depending on the value of an attribute. 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. We’ll include a link to the Dossier in our alert email that will allow us to explore the Dossier on Library Mobile. Ordering prompts in documents. 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. Where P1 is the prompt for the initial date and P2 is the final date prompt. In MicroStrategy Web, create a prompted report. Right-click the object on which you want to create the link, then select Edit Links. Hello there, In this video, I talk about HTML Container in Dossiers and how you can use it to customize your dashboards. A prompt is a question the system presents to a user when a report is executed. From the Delivery Format drop-down list, select the format in which you want to send the dossier. 4. Click Blank Dossier. 3. Click on the Validate button to recognize the prompts. Create or edit reports with authoring functionality. 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. Dossiers automatically adjust to look great on any screen. You can add a prompt directly to a report, or indirectly by adding the prompt to a metric or filter. Use @filter or click filter in the comment panel to. 4. Add Content to Your Library. 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. In MicroStrategy Developer 9. Retrieve the link to the report by going to MicroStrategy Web and browsing to the desired report. Prepare file with the answers. In the Data Source dialog, select Reports. A tooltip appears with relevant information for the element. From the File menu, select Schedule Delivery to History List. When this feature is enabled, the additional icon appears. 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. Create a standalone filter object with an embedded object prompt. MicroStrategy Desktop 8. To Create and Save a 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. Right-click the attribute on the grid > Edit Selector > Add target, and also target the panel stack created in step 1. 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. To set this option on the user level: Click on the User Preferences within Web Preferences, and then Grid display. Select all the contacts, users and file locations as the recipients by clicking on 'To:'. The integration of Generative AI into the ONE platform aims to make users infinitely more productive. You can create new metrics, called derived metrics, based on attributes and metrics that have already been added to a dossier. This video will help you get started using the MicroStrategy REST API. Create a report (report A) with Prompt #1 and Prompt #2, and place Customer and Call Center on the template. The prompts, which contain default answers, are displayed in a manner similar to a standard MicroStrategy report. Excel with plain text: Export the report to Microsoft Excel as plain text. documents or status. 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. Launch the Prompt Generation Wizard in MicroStrategy Developer by going to File menu > New and choosing 'Prompt'. See Using the URL API to Access a MicroStrategy Web Page topic for instructions on how to access both out-of. Thus, you can display any MicroStrategy Web page’s content from any other context. 3. In this customization they should override the preCollectData method. These can be VERY handy for automating your data into a call to action for your users! We will setup a. 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. Mapbox partners with community mapping. The following examples show how datasets are joined. If you do not want this dialog box to be shown in the future, select Don't show. You can configure how the prompt details are displayed. 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. It allows the caller to provide a list of attribute elements from which a selection is made. For example, a transformation metric can help a user compare last month's revenue to this month's revenue. Once you have used the dossier. The Links Editor opens. The name of the project. xls, . Create a prompt on the Call Center attribute (Prompt #2). 7. A comprehensive list of event names and IDs can be found in events. Answer: When attempting to add a prompt directly to an Intelligent Cube in MicroStrategy Developer 9. Add the prompt to a report. Choose a prompt. Add a name and an optional description for the dossier. Create, modify, and delete database instances, connections, and logins. Prompts are a platform capability of MicroStrategy that refine the data displayed in reports, documents, and dossiers. For steps, see the Basic Reporting Guide. I am using MicroStrategy version 11. A screen appears where users can choose to create a specific type of value. Users can select prompt answers from one or more attribute elements from one or more attributes. How do I add a prompt to a MicroStrategy report? To add a prompt to the page-by pane in the Report Editor. Use Case 4. For example, you can create a Home icon to help users easily navigate. In MicroStrategy 9. Click Save . This setting can also significantly improve the initial loading performance of a dossier. Add the prompted report to the document as a dataset. Right-click the control and select Properties and Formatting. If you created a new dossier, you must save the dossier before adding an existing dataset. 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. 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. The alerts can be sent to an email address or to an iPhone, iPad, or Android device with MicroStrategy Mobile. For steps to save a prompt after you create it, see How to Save a Prompt. Add recipients and a message. Navigate to a prompted report and click Insert. For an introduction to prompts, how prompts save the report designer time, and how prompts work with MicroStrategy security filters, see the. Enter the definition of the derived attribute directly into the right pane. To add a prompt to the report, drag and drop the prompt from the All Objects pane onto the report. Then, for mobile devices, our Responsive View will take over the layout and place groups vertically on the canvas. Idea: Ability to hide chapters and pages on Dossiers based on user access. You can add a prompt directly to a report, or indirectly by adding the prompt to a metric or filter. Instruction steps: Create a dossier, insert a text/image box. x, users will notice that this is not possible due to the mouse pointer changing into a "not allowed" symbol. Create A Dossier. key Unique identifier of the prompt. First, define one visualization as the source. Save and run the report. Choose Add Data > Existing Dataset to add data. 2. March 4, 2020 at 3:01 PM Adding a prompt in dossier is available only in IOS version? I am using MicroStrategy version 11. Select the answer that you want to save as the default prompt answer and click Run Report to execute the report. From the Answer prompt drop-down, select how your selected prompt is answered. Checked: New line between filter types: Select this to add a line after each sub-expression, to help differentiate between the various filters. The first dossier page is where you should guide and lead the viewers to dive deeper into your analysis flow. Note: Feel free to add a new name for the chapter or page. Each prompt must be part of a filter before it can be included in a MicroStrategy Developer 10. Select a prompt answer and click Apply. In the document layout area, right-click the text field that you want to format. Untill the newest MSTR version we could have created links on attributes and using html code in metrics. If all conditions are false, a default value is returned. Check other tables and select/deselect correct tables. 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. Answer: When attempting to add a prompt directly to an Intelligent Cube in MicroStrategy Developer 9. The evt parameter in the URL (evt is short for “event”) specifies that event.