To Create and Save a Dossier. The space will essentially "hide" the names. The value prompt is designed to return report results based on the data type assigned to the data in your data source. As you can see the Live Connected workflow takes 8 steps while the In-Memory Intelligent Cube takes 4 steps, clearly the In-Memory workflow is faster. To specify a default prompt answer. The following examples show how datasets are joined. The answers provided for each prompt in the report. Import or upload a dossier. Related Topics. Select one: To create a new security filter, click New. To Answer a Prompt by Defining a Filter Based on an Attribute. 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. A tooltip appears with relevant information for the element. Select the 'Prompt answer is required' checkbox in the 'Prompt Generation Wizard'. Users can ask questions and call. When the dossier opens, you can find a series of icons at the top of the page. In the Data Source dialog, select Reports. 2. Click Open to close the Choose File to Upload dialog box. When an instance of a prompted report. Data alerts work as a function of thresholding. Although transformations can be applied to any attribute hierarchy, the Time hierarchy is used most often. 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). Use the Object Browser on the left to locate the prompt to add to the metric's definition. Navigate to the Layout Tab. Access New > Dataset > Create New. In MicroStrategy Web, if you are creating a new report, open Design Mode. X in windows machine and I don't see an option to add. How to Upload an Image to the repository and Add an image to a DossierRight-click the object, and select Share. By designing dossiers with prompted datasets, end users will now be able to proactively limit the data load prior to running a dossier. Create a FreeForm SQL Report and add this nested prompt into it. The search has wildcards and certain functionality that should be noted. 3. 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. ; In Answer restrictions, set the minimum and maximum values that can be entered by the user. To create contextual links in your dossier, see the video below. Name of the prompt. Your target visualization can be in any chapter or page within your dossier. The MicroStrategy prompt that is mapped to the SAP BW variable can be either optional or required. A prompt is similar to a filter; both are applied at runtime and customize the. The Prompt Ordering dialog box opens. However, since a text prompt cannot be directly incorporated in a report object, it must be embedded in a metric. For steps to do this, see Creating a report with the Report Editor. If the New Filter dialog box is displayed, click the Empty Filter icon. To create a static label, type text: a. When the dossier gets prompted, all dossier forms for the object will display in the grid. Instruction steps: Create a dossier, insert a text/image box. Browse to and select a previously saved Intelligent Cube on which to build your report. Right-click the grid, then select Properties and Formatting. 4. Create a new, empty report. 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. How do I add a prompt to a MicroStrategy report? To add a prompt to the page-by pane in the Report Editor. When this feature is enabled, the additional icon appears. Click Live Connect Only/All Connectors to toggle between. 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 hide the header and dynamic text in the dossier. Each conditional metric contains a copy of employee list (in an IF statement) Employee list filter is moved to a separate metric (Flag metric) Employee list filter is moved to a Filter object. Choose Add Data > Existing Dataset to add data. Click the arrow next to Report Home, then click Create Personal View. Click the three dots toggle on the top right of the above text box, select Create Links. Below are instructions to achieve this in a Report Services Document. You must create and save a dossier before you can save visualizations of your data. Minimum MicroStrategy version: 10. After running a prompted dossier in MicroStrategy, click Re-Prompt to change your prompt answers. After all filter qualifications are added to the report filter, the report creator can now execute the report and receive only one prompt. You can use REST APIs to get information about five supported types of prompts applied to dossiers, documents, and reports. Prompts users to choose from all attributes in a hierarchy. Navigate to a prompted report and click Insert. 2. These can be VERY handy for automating your data into a call to action for your users! We will setup a. Click Save. Dossiers As of MicroStrategy 2020, dossier’s free-form layout allows you to place your visualizations, text boxes, images, selectors, etc. When you add a new text field, its formatting is determined by the control defaults. Alerts Editor. 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. To export a report while viewing it: Click the name of a report to display it. Click Blank Dossier. promptAnswerMode *. xls, . The following describes the process of extracting a Dossier ID using MicroStrategy Developer. Matching objects appear in a drop-down as you type. Create a Report Services document using R1 as the dataset, drag the grid into the detail. This not only allows for dossiers to have personalized information but also improves performance by processing only the. Add data to the report and leverage formatting capabilities in the modern Library interface. Open the dossier you want to modify. This prompt is used in the filter editor as an attribute qualification. Add the filter to the report. Add Conditional Calculations to a Derived Metric Using the If and Case Functions. Drag the data set onto to. They can be overridden at the report level, by accessing the Export Options dialog box for. To finish creating the attribute element list qualification, begin at this step. For information, see Conditional Metrics. 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. Comment on a Dossier. If the Object Browser is not displayed, from the View menu select Object Browser. 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. Click on the Add button. Click Add to Library so you can access the dossier directly from Library in the future. To allow more flexibility, the check box allows the user to restrict the search results only to those. ; Remove redundant axis titles — You don’t need the axis title “Month” when you already have months as labels. Select Any other prompts to configure a default "Answer prompt" option for any additional prompts added to the target dossier in the future. Accelerate analysis with AI-powered apps. From the Schedule drop-down list, select a schedule or event to use to send the dossier to the History List. Type the pop-up text in the Tooltip field. Click Save . This REST API authenticates a user. Add a text field using one of the following methods depending on your goal for the text field: •. Click Create on any page, point to New Prompt, and select Object. Display the document name. 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. This functionality allows users to search for specific elements within the prompt available answers. You can add a prompt directly to a report, or indirectly by adding the prompt to a metric or filter. 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. Grouping. Create Email Subscriptions. Every request to a MicroStrategy Web product corresponds to a. Once you have created a dossier, you can add text to it. Available since 2021 Update 1 tip You can try out this workflow at REST API Playground. To add a tooltip to a control. This feature is only implemented for element list prompts . Learning ResourcesGenerative AI in the analytics space. Documents. The Create New Attribute Form dialog box now appears. Select the 'Choose default prompt answers' option on this screen. A prompt is a question the system presents to a user when a report is executed. Number of Views 6. 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. This option is available starting in MicroStrategy ONE Update 11. The attributes and metrics appear as filters. There can be a number of ways to interact with dossiers, but the most common way is by selecting values on the Filter panel (to the right of the data or chart window). Remove. 2. Click Cancel, then return to Design View. You can use custom expressions to create your filter by using the expression editor that can be accessed through the Based On field. 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. Go back to design mode for report1. The following workflow describes the process of creating a document for viewing on a mobile device. And leverage the Page-By function to focus your analysis on one element. See the System Administration Help for details on working with system prompts. In MicroStrategy Developer 9. If you created a new dossier, you must save the dossier before adding an existing dataset. Choose File > New Prompt. Open the Workstation window with the Navigation. x report. To move the HTML container, click and drag the HTML container to the appropriate location in the dossier. Select the checkbox to include a bookmark or multiple bookmarks. If you are creating a prompt for a filter, click OK to save the prompt in the filter. 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. Add the object prompt in the Report Filter. Enter a Form name and Description. Connect to MicroStrategy Web (this example) or MicroStrategy Desktop. 9 release, consumers now have the ability to collaborate with each other via discussion threads or comments that can be made within the dossier/document interface. This is useful for establishing a link from an external system to the MicroStrategy Web interface. How to set date attribute filter to current month in microstrategy dossier. For example, you can create a Home icon to help users easily navigate. To pass the prompt answer for an element prompt when the attribute has a compound ID, you separate each ElementID with a colon. The shown folders are the same folders available in MicroStrategy Web. The evt parameter in the URL (evt is short for “event”) specifies that event. MicroStrategy attempts to link attributes that share the same name. Join data visualization specialist Len OToole of InfoCepts for this interactive session, where you’ll learn about:. The following procedure describes how to add or create a prompt in a cube report in MicroStrategy Developer. 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. MicroStrategy URL Parameters. Every out-of-the-box action in MicroStrategy Web is associated with a specific event. Drag the prompt onto the Definition pane at the bottom right, as shown in the image below:Answer: Go with dossier. You need to know the type of prompt when. Steps to import prompt values from a file. xml, as well as the Event Handlers Reference. ; Follow the prompts to select your visualization type and add data. 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. Choose Add Data > Existing Dataset to add data. To open the Send Now dialog box: For a document: Click the menu icon on the right, and select Send Now. x, prompted text cannot be displayed in a Report Services document unless the prompt is in the dataset of the document. You must create and save a dossier before you can save visualizations of your data. By default, the first prompt from your prompted dossier is selected. 4. Choose First N Elements or Last N Elements. In some scenarios, it's required to group attribute elements by different qualifications. From the Answer prompt drop-down, select how your selected prompt is answered. 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. Hello there, In this video, I talk about HTML Container in Dossiers and how you can use it to customize your dashboards. Publisher: MicroStrategy . ; Add reference lines — The line chart comes with many prebuilt reference. Manage Datasets. 7. MicroStrategy Desktop 8. Alternatively, you can add documents from a link or by invite. A user can keep the personal answer, or add or delete selections. Select the heat map visualization. For steps, see the Basic Reporting Guide. View standard reports in MicroStrategy Library to get a simple, grid view of data. In MicroStrategy Web, if you are creating a new report, open Design Mode. Create your metric's formula. For steps, see the Basic Reporting Guide. 2 Add the prompt to a report. Pass-through expressions, also called Apply functions, allow use of special functions or syntactic constructs beyond what MicroStrategy can create on its own, but can be obtained through the relational database. Select Any other prompts to configure a default Answer prompt for any additional prompts added to the target dossier in the future. All pages in one chapter share the. To do so, you create a text field containing the auto text code {&PromptN&}, as described in Auto text codes for document information. Create the Filter. Select the answer that you want to save as the default prompt answer and click Run Report to execute the report. An Attribute Qualification prompt can be used in an Attribute form qualification. custom group. Here is a sample workflow for using REST APIs to answer prompts: Create an instance of a dossier, document or report. Create a prompt on the Call Center attribute (Prompt #2). MicroStrategy takes advantage of key Mapbox features that enable dossier authors to create beautiful and performant visualizations. wherever you want on the canvas and use the layers panel to control. Click Save. Tap Tile to view the contents of your library in tile format or as a list. Choose whether you want to Pass the filter conditions to the target page. Click To to locate the email address of the recipient. When an instance of a prompted report. Supports adjusting fonts to match Dashboard default. Use the Account tab to add a new Library. Click on 'Next' to continue. Save it with “Prompt answer is required” unchecked. The following two options can be used in defining each prompt as part of a filter. 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. It may be necessary to hide specific prompts from the end user, and to close them without filtering the document. Click the name of a prompted report or document to run it. Select a prompt answer and click Apply. 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 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. Add this report as a dataset in a Report Services document. Edit the predefined text for the Prompt title and instructions. 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. Supports custom drop zones. Prompt information parameters are added to manually created link URLs. In the layout tab, click "Allow multiple selections". This tutorial steps through how to switch to Free-form Layout within a Dossier. This provides spacing, making complex filter definitions easier to read. If the Object Browser is not displayed, from the View menu select Object Browser. For instructions, see Creating a Prompt. The target visualizations only display or highlight data that also appears in the source. 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. Use the Ctrl key to select multiple attributes and metrics. 9 Publisher: MicroStrategy Installation Instructions: To view this dossier with the visualization, download the . If you are linking to a prompted dossier, choose a prompt and a corresponding answer. Type SQL statement and insert Call Center Prompt created in the previous step. The only difference is that for each of the three different Null value handling categories shown below, at the Report. The function returns the moving difference between current and preceding values. This is the most user-friendly value that can be used to identify the prompt. From the Home menu, select Export. To pass the prompt answer for an element prompt when the attribute has a compound ID, you separate each ElementID with a colon. If you are creating a new report, open the Report Editor. We’ll include a link to the Dossier in our alert email that will allow us to explore the Dossier on Library Mobile. If it is set to "false", the user will be prompted for credentials by the standard MicroStrategy Library login page. Make sure all attributes are from different hierarchies. There are two ways to display the prompt selections for the object prompt in the document. Ordering prompts in documents. Metric with an IF Function. Or, from the dossier toolbar, click the Schedule delivery to History List icon . The event or action that you want your MicroStrategy Web product to perform. To finish creating the attribute element list qualification, begin at this step. In a two-node. Open the Workstation window in smart mode. Depending on your MicroStrategy product and licensing. In MicroStrategy Web, open the document in Design or Editable Mode. You must perform the following general steps to add a prompt to a document: 1. For an immediate solution, please see the following workaround. This is a filter which contains a prompt on an attribute element list. 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. Navigate to a prompted report and click Insert. If all conditions are false, a default value is returned. Create a filter on attribute "Quarter" and click "Prompt. Save this as "Report 1"Create a panel stack and place a textbox within it. Add recipients and a message. 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. A prompt is a question the system presents to a user when a report is executed. 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. Locate the dossier: 2. Click the name of a report or document to run it. In Answer prompt, choose how your selected prompt is answered:Case. This calculation can be aggregated from the Employee level to the Region level. With the launch of the new free-form layout in MicroStrategy 2020, the idea of making your dossiers responsive is even more important. An Attribute Qualification prompt can be used in an Attribute form qualification. Once you have used the dossier. Introduction to Dossier Authoring. 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. For steps to save a prompt after you create it, see How to Save a Prompt. The option is now displayed. The following procedure describes how to achieve this: Create the highest level filter. Create a report with its filter set to a shortcut to F1. To move metrics to the page-by area, right-click the word Metric on the report and select Page-by. Choose a prompt. You can use these features to leverage your data and discover new insights. Choose File > New > Filter. Filter definition prompts. If your end users are using MicroStrategy Web, you can choose to open the dossier in a new browser tab. A modern grid is a visualization that allows you to analyze different aspects of data across a common dimension. If. 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. In the Navigation pane, click Projects. 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. Select the prompt to modify and click the up or down arrows to change its order. An attribute may have attribute elements with descriptions that are identical but the ID forms are unique. A threshold is made up of two parts: the condition and the formatting you apply to the values that meet the condition. You can change the formatting and appearance as described below: For all formatting options and properties, format text using the Property List. 2. The new prompt answers are saved as the latest prompt answer in MicroStrategy. Display the user name that is executing the Report Services Document. The integration of Generative AI into the ONE platform aims to make users infinitely more productive. Create Dashboard A with the above report as the dataset. One: Only one personal answer can be saved for this prompt. You can type the text to display or drag and drop a dataset object into the text field. This technical note explains a possible reason for an attribute element prompt not showing all its elements, in MicroStrategy 9. Right click on your drop down selector and choose Properties and Formatting. Run a Dossier with the prompt answers that you wish to use for the subscription. Once the user accepts a shared bookmark, the shared. The Attribute element prompt is the most restrictive, allowing users to choose from the fewest number of attribute elements to define their filter criteria. The user is asked during the report resolution phase of report execution to provide an answer to complete the information. Click Re-prompt to select a new prompt answer. Save and close the document. Add the attributes that were used to build the object prompt to the Grouping section. If you want to assign different formatting. It also provides a procedure to modify an existing report. Click HTML Text and type HTML into the field to add it to the dossier without an iFrame. All articles. In Answer prompt, choose how your selected prompt is answered:Create a blank dossier or open an existing one. Linking can improve dossier performance by eliminating the need to include all possible datasets for a single workflow in the same 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. Create another panel stack (Parent) and place the Child panel stack within it. Subscribe a Dossier, Document, or Report to a Cache Update In MicroStrategy Workstation you can create cache subscriptions through Distribution Services. ; Choose Create New > Dossier. Click 'OK'. See the System Administration Help for details on working with system prompts. It is located in the More section of the Visualization Gallery. Dossiers automatically adjust to look great on any screen. Sometimes you want to make metrics more organized with modern grid. Right-click a project and choose Properties. Prompts are a platform capability of MicroStrategy that refine the data displayed in reports, documents, and dossiers. The following two options can be used in defining each prompt as part of a filter. Configure a Template as the Project Default. x. Open a dataset/dossier with the feature to upload answers from files. To create a prompted dossier, you must first perform the following steps in MicroStrategy Web: Create a prompt. In such situations, it may be beneficial to display all the same descriptions together and sort the ID in a particular manner, ascending or descending. ; Click Blank Dossier. For an introduction to prompts, how prompts save the report designer time, and how prompts work with MicroStrategy security filters, see the. Open the cube report in Design View. In MicroStrategy Reporting Tool (MSTR), what is the difference between Numeric prompt, Big decimal prompt and Long prompt?. Create the Grand selector outside both panel stacks. 11+ you can load dossier chapters on demand by enabling the "Load chapters on demand" feature in Dossier Properties. 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. Using a prompted dossier, you can link to a different dossier to pass prompt answers selected on the source dossier to the target dossier. 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. X in windows machine and I don't see an option to add a prompt in Dossier. By default, the metrics Compound Profit and Profit Margin do not use a dynamic aggregation function. Add one of the controls listed above. 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. For instructions, see How to Create a Report. In tile format, you can see the name of the item, the. Published: Jun 8, 2017. Modifying the underlying data source structure requires a new import of the data by using the Replace Dataset. x. Setting 'Mapping method' to 'Manual' forces users to manually select the source tables that use the expression. 5. In MicroStrategy Developer 9. 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. Use Case 4. How to Interact with a Dossier. This tutorial shows how to create derived attributes and metrics in a dossier. How the user answers the question determines what data is displayed on the report when it is returned from your data source. By designing dossiers with prompted datasets, end users will now be able to proactively limit the data load prior to running a dossier. 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. To create an object prompt. This article discusses a new feature in MicroStrategy 10. 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. If you created a new dossier, you must save the dossier before adding an existing dataset. The report is saved with active prompts. 1. Prompt 2: Year.