Depending on your MicroStrategy product and licensing. csv or Excel file format (. The Security Filter Editor opens. Add a name and an optional description for the dossier. Selectors provide dossier-style documents with interactivity, allowing each user to change how they see the data. Create a dossier or chapter filter by dragging attribute and metrics from the Datasets panel to the Filter panel. Each prompt must be part of a filter before it can be included in a MicroStrategy Developer 10. Create a new, empty report. When this feature is enabled, the additional icon appears. For example, you can create a Home icon to help users easily navigate. See Using the URL API to Access a MicroStrategy Web Page topic for instructions on how to access both out-of. If the New Filter dialog box is displayed, click the Empty Filter icon. Report. From the drop-down, choose your bookmarks. 2. 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. 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. 4. Idea: Ability to hide chapters and pages on Dossiers based on user access. 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. 2. Choose File > New > Intelligent Cube. If you are using MicroStrategy 2021 Update 2 or a later version, the legacy MicroStrategy Office add-in cannot be installed from Web. The query details can be accessed from the dropdown in the top right corner of a visualization. In both dossier and documents, you can use panels or layers to move objects to the background or foreground to create a layered effect. Start building with MicroStrategy to deliver exceptional product experiences. Click Blank Dossier. Alternatively, you can add documents from a link or by invite. 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. Create or edit reports with authoring functionality. xls, . Use the following table. 3. And leverage the Page-By function to focus your analysis on one element. Create a FreeForm SQL Report and add this nested prompt into it. Setting 'Mapping method' to 'Manual' forces users to manually select the source tables that use the expression. 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. How to Create a Dossier. To set this option on the user level: Click on the User Preferences within Web Preferences, and then Grid display. Name of the prompt. Add the prompted report to the document as a dataset. MicroStrategy URL Parameters. They act as containers for non-standard SQL expressions that MicroStrategy does not support. xlsx). The Links Editor opens. x-10. In text box, there is a line break after the name of each attribute. Last updated: Jun 30, 2022. To export a report while viewing it: Click the name of a report to display it. Click Next and for the Select Default Prompt Qualifications, click the Add button. x users have the ability to save their prompt answers. x-10. Visualizations provide a variety of ways for you to display and interact with the data in a dossier. Did you know you can easily build no-code analytics applications with MicroStrategy Dossiers? In this session from MicroStrategy World 2022, experts. Use Case 4. Create filters qualifications for other attributes in the same way. A screen appears where users can choose to create a specific type of value. Report Services Documents that contain prompts can now be accessed via the Library with an enhanced prompting interface. From the search results the Administrator can rename or delete the objects. 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 option is now displayed. Click Share to send the bookmarks or copy the link. key Unique identifier of the prompt. In the Data Source dialog, select Reports. When you add a new text field, its formatting is determined by the control defaults. Click the name of the dossier to run it. 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. If you created a new dossier, you must save the dossier before adding an existing dataset. Open the Workstation window in smart mode. First, define one visualization as the source. 4. In this case the attributes are Region and Category as shown below: 5. Prompt-in-prompt is a feature in which the answer to one prompt is used to define another prompt. Open the cube report in Design View. The JavaScript Embedding API allows you to quickly integrate dossiers into a web application in a responsive manner. Right-click the object on which you want to create the link, then select Edit Links. KB440232. 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. x. Add the prompt to your report. Input a descriptive phrase in Name. Prompt-in-prompt is a feature in which the answer to one prompt is used to define another prompt. From the toolbar, select Run Report. The attributes and metrics appear as filters. Transformations allow you to apply an attribute-element based offset to compare metric data. It is important to use this to identify the prompt if the same prompt is used more than once in the report, document or dossier. Click Select. This change was introduced in both MicroStrategy 2019 Update 4 and MicroStrategy 2020, and solves the regression issue discovered in MicroStrategy 10. Tile Format. Documents. Select the answer that you want to save as the default prompt answer and click Run Report to execute the report. 1 and higher, when creating a report with an element prompt and defining an advanced sorting on the selected element in the prompt as the criteria. This "How to" technical note describes a way to hide the metrics columns from a document grid in MicroStrategy 10. OR, to convert an existing filter into a security filter, click Import. csv file to keep a record of their settings, or import a previously save file to apply the setting to a project. 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. txt), uploaded values should be separated with ;. Selector one selects Category. 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. 4. Open the dossier you want to modify. From the drop-down, choose your bookmarks. Use the Object Browser on the left to locate the prompt to add to the metric's definition. Select the checkbox to include a bookmark or multiple bookmarks. Convert the report into a document, and add the report into a panel stack (Child). The "User login" prompt in report filters. If available, select the Certified Dossier checkbox to certify your dossier. In MicroStrategy 10. CAUSE: One of the causes for this issue is that the security permissions of the connections and file access between MicroStrategy Web and MicroStrategy Intelligence Server have not been refreshed. To move metrics to the page-by area, right-click the word Metric on the report and select Page-by. MicroStrategy usually retrieves attributes by their ID (if desired the description can be associated with it); therefore the default order is the warehouse order. 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. 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. You can add multiple datasets. For example, the user can enter information such as the. The Prompt Ordering option is displayed after a prompt has been answered at least once. Enter the definition of the derived attribute directly into the right pane. If you do not want this dialog box to be shown in the future, select Don't show. Minimum MicroStrategy version: 10. Select Any other prompts to configure a default "Answer prompt" option for any additional prompts added to the target dossier in the future. On the upper right of any page, click your user name, and then select Preferences from the drop. Locate the dossier: 2. If your end users are using MicroStrategy Web, you can choose to open the dossier in a new browser tab. The link can pass parameters to answer any prompts that are in the target. Your target visualization can be in any chapter or page within your dossier. This technical note provides an explanation of all the available wildcards and their uses within prompt searches in MicroStrategy Developer. ; Remove redundant axis titles — You don’t need the axis title “Month” when you already have months as labels. There are two ways to create a standard prompt for an MDX cube report. From the Answer prompt drop-down, select how your selected prompt is answered. This can be seen in the screenshot below. Alternatively, you can add documents from a link or by invite. To Create and Save a Dossier. Add data to the report and leverage formatting capabilities in the modern Library interface. The metric can show only value prompt answers. For instructions, see Creating a Prompt. For steps, see the Basic Reporting Guide. Custom: (Prompt created in step 1)-6. Click Add to Library so you can access the dossier directly from Library in the future. For details about the information that is saved in the text file, see Saving a search to a text file . Data alerts work as a function of thresholding. This allows users to be notified of data. Click Share to send the bookmarks or copy the link. Add the filter to the report. 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. From the Data menu, choose Prompt Ordering. 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. For example, review the 16 View Filter. 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. 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. Steps to order prompts in reports. Right-click the control and select Properties and Formatting. SYMPTOM: An attribute element prompt list does not show all of the elements for that attribute, but if the user searches for the missing elements, they do appear. Add visualizations and objects to your dossier. The function returns the moving difference between current and preceding values. This includes delivering prompt query answers for your analyses, streamlining your navigation across Dossiers, documents, and reports, and much more. The Metric Formula Editor allows. For an introduction to prompts, how prompts save the report designer time, and how prompts work with MicroStrategy security filters, see the. A prompt allows a user to provide an answer to restrict or filter data during report execution. Select the desired option for 'Show attribute names'. Log in to MicroStrategy Web as Administrator. Click the Re-Prompt button. To Answer a Prompt by Defining a Filter Based on an Attribute. 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. Select a prompt answer and click Apply. Anyone who can access a dossier (or documents) via the MicroStrategy Library, can add comments that are specific to that dossier. Note: This feature can be used to turn the outlier feature on/off. Select Any other prompts to configure a default Answer prompt for any additional prompts added to the target dossier in the future. In the image above, the SQL is being logged to. To add a prompt to the report, drag and drop the prompt from the All Objects pane onto the report. Create your metric's formula. 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. Untill the newest MSTR version we could have created links on attributes and using html code in metrics. The Blank template and Blank Dossier button can be used to create an empty dossier, if the you choose not to use a template. While database instances commonly point to a relational database, you can also create Freeform SQL. Once you have finished defining the filter, you can answer the. For example, you can define a prompt as: 'Choose from a list of elements in Month'. TYPE: Custom Group. For filters in the filter panel, after the dynamic default selection is defined, an icon and text ('First N'/'Last N') appear indicating dynamic selection is ON. In the Datasets panel, click More next to the dataset to add the attribute to and choose Create Attribute. If your end users are using MicroStrategy Web, you can choose to open the dossier in a new browser tab. Click the name of a prompted report or document to run it. Specify a name and location for the new security filter and click Save. If it is set to "false", the user will be prompted for credentials by the standard MicroStrategy Library login page. Also, if you edit a prompted report and add another prompt to it. KB484522: Backslashes are added to elements when importing a CSV file to answer prompt answers in MicroStrategy Web 2020. The new prompt answers are saved as the latest prompt answer in MicroStrategy. The two fundamental parameters are the evt (short for “event”) parameter and the src (short for “source”) parameter. You can use the Metric Formula Editor to create or edit a metric, which is a calculation performed against the data in the data warehouse. Click OK. Once you have created a dossier, you can add text to it. What is the grammatical role of the last line of Gray's 'Elegy'? Model vs. Configure a Transaction Grid. String functions perform various actions that modify the characters returned for a string of characters. You can open a working demo by uploading the . This can be a filter on the Filter panel or an in-canvas visualization filter. Multi-Metric KPI is best when you have several important indicators that you want to display in one, responsive visualization together. Conditional calculations can be used to supplement the conditional analysis provided with filtering and thresholds in MicroStrategy Web. 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. Every out-of-the-box action in MicroStrategy Web is associated with a specific event. 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. 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. To add additional information to the tooltip, drag the corresponding. The user can also write the SQL Trace to a new log file by selecting the option from the drop down. Steps to create and edit a metric are provided below. This search will return the list of all the prompt answer objects that belong to the specified user. Save this as "Report 1"Create a panel stack and place a textbox within it. We are getting something similar to the well known in RSD «Edit link…» feature in dossiers: We can:You can now add your new prompt to a report, metric, or filter. Select this to add a line after each filter type name and before the actual definition of the filter. Result: Acts as one dataset. 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). For instructions, see Creating a Prompt. 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. 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 then define a conditional format to hide the text field if the text field is empty. 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. Change Automatic to [Interval duration]. 5. Save the search results to a text file, which is one way to keep track of changes to a project. How do I add a prompt to a MicroStrategy report? To add a prompt to the page-by pane in the Report Editor. Select Customer_ID, Customer_Name From LU_Customer 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. You can add a prompt directly to a report, or indirectly by adding the prompt to a metric or filter. mstr file below and deploy it in MicroStrategy Desktop or MicroStrategy Web. Click 'Add External Data' and then 'File From Disk'. Published: Mar 21, 2023 The "User login" prompt in report filters. The following examples show how datasets are joined. Using a prompted dossier, you can link to a different dossier to pass prompt answers selected on the source dossier to the target dossier. Add recipients and a message. You can add documents to your Library using MicroStrategy Workstation or Web. All pages in one chapter share the. 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. All articles. Hierarchy Qualification Prompt. For the Operator, select Exactly, and then from the drop-down to the left of the text box,. For more information, see Use a Visualization to Filter Data in a Different Dossier. Steps to import prompt values from a file. Choose Add Data > Existing Dataset to add data. Resources. For example, the user can answer the Northeast region or 2002, and the appropriate data is returned from the data warehouse. Open a dossier in MicroStrategy 2019 Update 2 or newer. 4. Click OK. A modern grid is a visualization that allows you to analyze different aspects of data across a common dimension. Add this report as a dataset in a Report Services document. The Links Editor opens. A prompt is a question the system presents to a user when a report is executed. The initial version does not yet have all the functionalities of the previous add‑in. 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. This video shows how to create custom group object in MicroStrategy Web to group attribute elements. Display the current date and time. The report or document must have a prompt setup in order to select the personalization information. The Prompt Ordering dialog box opens. Mapbox partners with community mapping. x, users can include date text fields in a Report Services document by either using macros for execution time, current time or by using a date attribute. By designing dossiers with prompted datasets, end users will now be able to proactively limit the data load prior to running a dossier. If you. 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 . 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. 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. When the dossier gets prompted, all dossier forms for the object will display in the grid. For example, you can include metrics or attributes in a single object prompt, but not both. Click 'OK'. . Create an Attribute Element Prompt based off of that attribute. Where P1 is the prompt for the initial date and P2 is the final date prompt. A comprehensive list of event names and IDs can be found in events. 2. 6. MicroStrategy 10 Dossier (dashboard) enables dynamic links to reports with passing parameters. MicroStrategy Dossier makes it easy to build insightful and engaging dashboards—and with the free-form canvas, the. title Title of the prompt. Starting with MicroStrategy 10. Launch the Prompt Generation Wizard in MicroStrategy Developer by going to File menu > New and choosing 'Prompt'. You can explore the relationships between data elements by creating a network visualization, or create visually striking graphs that. After running a prompted dossier in MicroStrategy, click Re-Prompt to change your prompt answers. Complex grid can be very messy. Create the Filter. 4. The saved file must be a . From the Answer prompt drop-down, select how your selected prompt is answered. You can also set a default prompt answer, which allows the user to complete report execution quickly, as they do not need to answer the prompt but can. In the left pane, click All Settings. Using MicroStrategy Developer, log in to a project connected to an MDX cube source. It creates a MicroStrategy session using credentials for the user, a specified authentication mode, and other information passed in the body of the request. Users can select prompt answers from one or more attribute elements. Use the Account tab to add a new Library. Enable "Prompt Titles and Descriptions" by selecting the box. If you have a prompt on your dossier, reset will also prompt you to answer the prompt. On an existing bookmark, click Share . You can configure how the prompt details are displayed. You can save the search as an object for application and public object searches only. We’ll include a link to the Dossier in our alert email that will allow us to explore the Dossier on Library Mobile. Edit the Grand selector. 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. You can rank a metric's value from least to greatest, or display metric values. Create a Dossier from a report with a prompt. Prompts are a platform capability of MicroStrategy that refine the data displayed in reports, documents, and dossiers. Drag the prompt onto the Definition pane at the bottom right, as shown in the image below: Answer: Go with dossier. 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. This is different from prompted reports. A prompt is a question the system presents to a user when a report is executed. Select a prompt answer and click Apply. For steps, see the Basic Reporting Guide. Create a Report Services document using R1 as the dataset, drag the grid into the detail. In the Data Source dialog, select Reports. Here is a sample workflow for using REST APIs to answer prompts: Create an instance of a dossier, document or report. 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 need to know the type of prompt when. To create contextual links in your dossier, see the video below. To add a text field to a document. How the user answers the question determines what data is displayed on the report when it is returned from your data source. 4. To create an object prompt, see Filtering based on metrics, attributes, or other objects: Object prompts. See Using the URL API to Access a MicroStrategy Web Page topic for instructions on how to access both out-of. Tap Tile to view the contents of your library in tile format or as a list. In MicroStrategy Web, add an alert to a report; to do this, run a report, right-click a metric on the. a worksheet and add two new parameters—one for the attributes and the other for the metrics . Select 'Qualify on a Metric' in the Prompt Editor as shown below: Select the metric 'Revenue', as shown below: Users can follow the same steps to create a numeric or text value prompt. - export to Excel. Checked: Show Report LimitsPREREQUISITES: Established connectivity to MicroStrategy. It is located in the More section of the Visualization Gallery. A prompt is a MicroStrategy object that allows user interaction at report run time. Select Any other prompts to configure a default Answer prompt for any additional prompts added to the target dossier in the future. 7. If other links are already displayed in the Links Editor, click New to create a new link. Below are instructions to achieve this in a Report Services Document. Related articles from the Community: Knowledge Base: Free-form layout in Dossier; Knowledge Base: Best Practices for Creating responsive DossiersThis procedure assumes that you are familiar with creating a conditional metric. If you created a new dossier, you must save the dossier before adding an existing dataset. Drag the data set onto to. You can create new metrics, called derived metrics, based on attributes and metrics that have already been added to a dossier. Navigate to the Layout Tab. Interact with the engaged MicroStrategy Community to get answers to all your questions and collaborate for solutions. If you are creating a new report, open the Report Editor. Using the URL API to Access a MicroStrategy Web Page. Right-click on the Report object > Properties, and copy the Link. The answers provided for each prompt in the report. Right click on your drop down selector and choose Properties and Formatting. In the Owner tab select "Only this owner" and choose the user to manage. To do this, simply drag and drop the prompt into the qualification. The new prompt answers are saved as the latest prompt answer in MicroStrategy. 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. The dossier is included as an attachment in the email. You can hide the header and dynamic text in the dossier. MicroStrategy Features . It provides procedures to create a new report and add attributes, metrics, filters, and prompts to the report. With MicroStrategy Dossier, you can now add a new visualization to the dossier canvas. In MicroStrategy Web, open the document in Design or Editable Mode. Clicking the re-prompt button and selecting a new prompt on a dossier viewed in Presentation Mode causes the dossier to change to Edit Mode. 4. You can use REST APIs to perform the following action on attribute element prompts: Closing a. Formatting text fields. Select a prompt answer and click Apply. In MicroStrategy 9. . In MicroStrategy Reporting Tool (MSTR), what is the difference between Numeric prompt, Big decimal prompt and Long prompt?. How to Subscribe to a Dossier Step 1. The Insert Function. 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. Description. Save the report as static, named as StaticReport. Select the Security Filters tab. Save and run the report. You can hide the Page Footer in all MicroStrategy Web modes but display it when the document is viewed as a PDF. Go to Web Preferences and select Project Default -> Grid Display. Enter the basics: Select the measurement interval that applies to the level of aggregation that you want in your result set. - select Projects to be analyzed. In the Navigation pane, click next to Dossiers. To prompt for multiple object types in the same report, you must create an. How the user answers the question determines what data is displayed on the report when it is returned from your data source.