String functions perform various actions that modify the characters returned for a string of characters. Tile Format. Configure a Template as the Project Default. I am using MicroStrategy version 11. Add this metric to a new report and add Region and Profit to the template. Learning ResourcesGenerative AI in the analytics space. 4. Here is a sample workflow for using REST APIs to answer prompts: Create an instance of a dossier, document or report. You can also share bookmarks by going to Share > Share Dossier. When this feature is enabled, the additional icon appears at the top of the prompt answers' window. Click the three dots toggle on the top right of the above text box, select Create Links. A selector can change panels, the focus of a grid or graph report,. To finish creating the attribute element list qualification, begin at this step. The link can also pass selector values from the source to the target. Observe the selection box next to the text box is automatically changed to "Simple Prompt". Add recipients and a message. Save and run the report. This video shows how to create custom group object in MicroStrategy Web to group attribute elements. 1. To move metrics to the page-by area, right-click the word Metric on the report and select Page-by. Add recipients and a message. Add the attributes that were used to build the object prompt to the Grouping section. Add visualizations and objects to your dossier. If you single click on the icon, or make any manual selection on the filter, the icon is grayed out, indicating dynamic selection is OFF. On an existing bookmark, click Share . Create a report (report B) with Prompt #1, and place Customer on the template. For example, the user can enter information such as the. Choose File > New Prompt. In some scenarios, it's required to group attribute elements by different qualifications. 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). A user can keep the personal answer, or add or delete selections. Parameters Description; General Parameters. Cache update subscriptions refresh. Check that the HTML code is rendered properly. Prompts are a platform capability of MicroStrategy that refine the data displayed in reports, documents, and dossiers. Once the user accepts a shared bookmark, the shared. For an introduction to prompts, how prompts save the report designer time, and how prompts work with MicroStrategy security filters, see the. Republishing and wrangling depend upon a consistent data source structure. If for example, the user enters 10/08/08, the report will display the month of October 2008. Save to create the subscription. To require users to answer the prompt before running the report, select Prompt answer required. Change the prompt selection or cancel the operation. TYPE: Custom Group. The Create New Attribute Form dialog box now appears. The New Grid dialog box opens. View the image below to find the box on the Web page. Check other tables and select/deselect correct tables. In MicroStrategy Developer, from the File menu, select New, and then choose Report. Choose File > New > Filter. Create the prompt instructions with HTML code. Next in our line-up of new visualizations is the Gauge visualization. ; Click Blank Dossier. Create a blank dossier or open an existing one. To find Filter names in MicroStrategy: . If the New Filter dialog box is displayed, click the Empty Filter icon. Use Case 4. Click 'OK'. MicroStrategy Tutorial may not contain information for the current date; if the report does not return any data, adjust the dates accordingly. The text produced from a dataset object. This can be a filter on the Filter panel or an in-canvas visualization filter. Click HTML Text and type HTML into the field to add it to the dossier without an iFrame. You then define a conditional format to hide the text field if the text field is empty. General Preferences. For instructions, see Creating a Prompt. 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. - export to Excel. Data alerts work as a function of thresholding. Drag and drop the attribute Category from the Object Browser into the Report View: 'Local Template' section to break the report into pages. 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. Use the Account tab to add a new Library. In both dossier and documents, you can use panels or layers to move objects to the background or foreground to create a layered effect. 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. Display the user name that is executing the Report Services Document. Click Blank Dossier. x-10. 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. The following steps describe how to create a personalized email or file subscription for multiple recipients. When you add a new text field, its formatting is determined by the control defaults. This can be done by including a prompt in the filter’s definition. You can use custom expressions to create your filter by using the expression editor that can be accessed through the Based On field. Users can select prompt answers from one or more attribute elements. 4. (See Example 1: Same attributes, same filter) Example 2: Same attributes with different element values. 5. Add the object prompt in the Report Filter. Select the prompt to modify and click the up or down arrows to change its order. If attempt to open a dossier in MicroStrategy Web or any embedded instance of MicroStrategy Web that was saved with a newer feature from a modern product, the following message appears. Add the filter to the report. Add the filter to the Report Filter of the report. Learn more about MicroStrategy REST API Playground here. Create a Dossier from a report with a prompt. This is different from prompted reports. If it's a text file (. It was used the fact Revenue, because according to the data model design, customers generated revenues are those that effectively compare something that can be classified into product category (Category is the attribute to be used in the report). 2. For instructions, see Creating a Prompt. For details, see the Document Creation Guide. 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. 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. 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. Click Share to send the bookmarks or copy the link. 11, dossiers and documents containing prompts can be added to MicroStrategy Library. Use Case 4. Sometimes you want to make metrics more organized with modern grid. evt. Run a report with the prompt answers that you wish to use for the personal view. Click Create on any folder page, point to New Report, and select Intelligent Cube Report. If it's a text file (. Choose a prompt. 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. txt), uploaded values should be separated with ;. To manually enter the definition of the derived attribute. A prompt is a question the system presents to a user when a report is executed. To Schedule a Dossier Cache Update. One: Only one personal answer can be saved for this prompt. Publisher: MicroStrategy . The following steps to reproduce pertain to MicroStrategy Web 10. Follow the prompts to select your visualization type and add data to your visualization. How to Interact with a Dossier. An indicator line appears in the location where you can add the HTML container. January 16, 2023 at 10:39 AM Can we add a prompt in Dossier without using a prompted report or data set? User is creating a new dataset by typing a customized query and. The target visualizations only display data that also appears in the source. Matching objects appear in a drop-down as you type. 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. You can also manually link attributes when you are editing a dossier. Select one of the following: To deliver the dossier as a PDF file, select PDF. 6. A prompt is a question the system presents to a user when a report is executed. There are different approaches to optimize your free-form dossier on web,. In the document layout area, right-click the text field that you want to format. Open a dataset/dossier with the feature to upload answers from files. The Advanced Options for Exporting to Excel dialog box contains the following sections: This dialog box is accessed from the My Preferences dialog box ( My Preferences: Export category ), and these default settings are applied to all reports in a project. Reset a Dossier. A prompt is similar to a filter; both are applied at runtime and customize the. He can save his changes as a new personal answer, but only one personal answer can be saved for the prompt. Steps to Create: 1. Click Add to Library so you can access the dossier directly from Library in the future. Create a report. The Prompt Ordering dialog box opens. When an instance of a prompted report. Save it with “Prompt answer is required” unchecked. Additionally, you can change the bottom Y-axis to have a maximum of 50. x and newerExecute one of the following options: To specify default prompt answers, click on 'Add'. The option is now displayed. A dossier is an interactive display that you can create to showcase and explore business data. Select Any other prompts to configure a default "Answer prompt" option for any additional prompts added to the target dossier in the future. Open a dossier with two or more visualizations. documents or status. Edit the predefined text for the Prompt title and instructions. Select the 'Prompt answer is required' checkbox in the 'Prompt Generation Wizard'. 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. ; Follow the prompts to select your visualization type and add data. A comprehensive list of event names and IDs can be found in events. Choose Add Data > Existing Dataset to add data. custom group. 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. For example, these functions can aid in the creation of attribute forms by combining multiple columns of. 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. This is useful for establishing a link from an external system to the MicroStrategy Web interface. Starting with MicroStrategy 10. 2. MicroStrategy 10 Dossier (dashboard) enables dynamic links to reports with passing parameters. Navigate to a prompted report and click Insert. To view page-by section of the report, choose View > Page-by. In MicroStrategy Web, open the document in Design or Editable Mode. This technical note provides an explanation of all the available wildcards and their uses within prompt searches in MicroStrategy Developer. See the System Administration Help for details on working with system prompts. Anyone who can access a dossier (or documents) via the MicroStrategy Library, can add comments that are specific to that dossier. 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. The metric, 'Prompt answer' will display the prompt answer on the report, as shown below: If the metric 'Prompt answer' returns as blank, remove and re-add the metric, 'Prompt answer' onto the report in design mode. In the Data Source dialog, select Reports. Add Content to Your Library. You can specify a minimum value even if you do not specify a maximum value. By default, the first prompt from your prompted dossier is selected. 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. Click the arrow next to Report Home, then click Create Personal View. A prompt is a question the system presents to a user when a report is executed. The mobile placement order follows a “Z-path” (left-to-right and top-to-bottom order). Prompts users to choose from all attributes in a hierarchy. When an OLAP report is created from an Intelligent Cube, some users may have difficulty adding prompt objects to that report. Visit the data visualization and data dashboard galleries for inspiration. Specify a name and location for the new security filter and click Save. In Answer prompt, choose how your selected prompt is answered:Create a blank dossier or open an existing one. 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. Open a dossier. To create contextual links in your dossier, see the video below. 9 Publisher: MicroStrategy Installation Instructions: To view this dossier with the visualization, download the . 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. x. #MicroStrategy #Dossiers #HTMLContainer #JavaScript. xlsx). 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. Choose a prompt. Then, for mobile devices, our Responsive View will take over the layout and place groups vertically on the canvas. The report is saved with active prompts. Year (ID)= 2007. You can also share bookmarks by going to Share > Share Dossier. required Specifies whether this prompt is required or. Select Any other prompts to configure a default Answer prompt for any additional prompts added to the target dossier in the future. Any prompt not answered by the passed information is displayed for the user to answer manually. Resources. You’ve probably seen gauges in everyday life, such as on the dashboard of your car,. Navigate to a prompted report and click Insert. It also provides a procedure to modify an existing report. Create your metric's formula. From the left, select General. And one more, can you add and this will be our last question on that we will answer live since we are running out of time, but we definitely will follow up with all questions and comments in the chat after this. A hyperlink is functional in PDF View in MicroStrategy Developer and in Express Mode in MicroStrategy Web. These code samples also illustrate how to use an add-on to modify the data collection of the application. Perform the following steps: You can determine whether to include or exclude data for the selected range. 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 a table showing how to add each prompt type to a report, metric, or filter, see Reports: Adding prompts to a report, metric, or filter. To add a prompt to the Report Filter pane in the Report Editor. This opens a window with the folder structure for the project. Using a prompted dossier, you can link to a different dossier to pass prompt answers selected on the source dossier to the target dossier. Select the prompt to modify and click the up or down arrows to change. Create a standalone filter object with an embedded object prompt. The first dossier page is where you should guide and lead the viewers to dive deeper into your analysis flow. Click Save As. A tooltip appears with relevant information for the element. This feature is only implemented for element list prompts . In this case, the whole behavior is reasonable and logical. The search has wildcards and certain functionality that should be noted. Navigate to the appropriate location, name the file, and save it. The user can also write the SQL Trace to a new log file by selecting the option from the drop down. If you add a prompt to your report, you will be required to answer the prompt when you save the report. For example, the user can answer the Northeast region or 2002, and the appropriate data is returned from the data warehouse. Thus, you can display any MicroStrategy Web page’s content from any other context. For example, you can include metrics or attributes in a single object prompt, but not both. Select this to add a line after each filter type name and before the actual definition of the filter. Save the prompt as "Call Center Prompt". 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 a prompt to the report, drag and drop the prompt from the All Objects pane onto the report. Choose 'Next'. Report. Select the answer that you want to save as the default prompt answer and click Run Report to execute the report. 3. For a report: From the Home menu, select Send Now. Steps to import prompt values from a file. 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. Enter the Tooltip text that appears when you hover over the text field or image. Users can select prompt answers from one or more attribute elements from one or more attributes. You can use prompted reports to allow users to provide input to filter and retrieve data on a dossier. An attribute may have attribute elements with descriptions that are identical but the ID forms are unique. Browse to and select a previously saved Intelligent Cube on which to build your report. To verify that you are subscribed to the dossier, click. 6 and later) Additional Features. Check available Attributes OR; Use View Filter grid > [+Add Condition] to open a list of. The following two options can be used in defining each prompt as part of a filter. Prepare file with the answers. For example, a transformation metric can help a user compare last month's revenue to this month's revenue. Add a text field using one of the following methods depending on your goal for the text field: •. Example 3: ApplySimple. Create a new metric with the same definition of the metric above. Select the chapter to filter. This video will help you get started using the MicroStrategy REST API. In MicroStrategy Developer, go to File > New > Metric. Add the prompt to a report. 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. Add the following Autotext: {&Prompt1&} and {&Prompt2&} as show below: The two prompt AutoText values will correspond with the two Dynamic. x. You can hide the Page Footer in all MicroStrategy Web modes but display it when the document is viewed as a PDF. 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. The following examples show how datasets are joined. Select the checkbox to include a bookmark or multiple bookmarks. If you created a new dossier, you must save the dossier before adding an existing dataset. You are returned to the New Filter page. 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. 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. Start building with MicroStrategy to deliver exceptional product experiences. Custom: Prompt created in step 1. Choose Get Info if you are using a Mac. 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. This prompt is used in the filter editor as an attribute qualification. Understanding a percentage-based canvas and responsive design can help you build a dossier that looks great on most screens. Metric definition: Sum (IF (Employee@ID In (1,2,4,5),Revenue,0)){~+} This is good as a quick solution, since. In tile format, you can see the name of the item, the. Users can ask questions and call. You can only use objects of one type in an object prompt. Solution The MicroStrategy Technology Team is currently resolving this issue. To pass the prompt answer for an element prompt when the attribute has a compound ID, you separate each ElementID with a colon. When an instance of a prompted report. Click Import to preview the contents of the selected file. Each prompt must be part of a filter before it can be included in a MicroStrategy Developer 10. 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. In the Data Source dialog, select Reports. 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. If the prompt already has an answer (a filtering condition) in the Selected pane, you can do one of the following: Change. 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. Choose whether you want to Pass the filter conditions to the target page. To reduce attachment size, select the Compress Contents checkbox, which creates a zip file. Comment on a Dossier. This video shows you how to add a MicroStrategy dossier to your MicroStrategy Library by using both the Add to Library and Share options. 2. You need to know the type of prompt when. After the attribute form names are enabled, the grid will display. Dossier cannot be opened This dossier users a feature that is not compatible with MicroStrategy Web. Alternatively, you can add documents from a link or by invite. Open a dataset/dossier with the feature to upload answers from files. The Blank template and Blank Dossier button can be used to create an empty dossier, if the you choose not to use a template. Dossier-style documents form the basis of the apps and dossiers you can create with MicroStrategy Mobile. To create a conditional format based on the contents of a text field. When the dossier opens, you can find a series of icons at the top of the page. A user can keep the personal answer, or add or delete selections. Click Save. The 'Select Objects' dialog box opens. 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. Documents. For steps, see the Basic Reporting Guide. Right-click a project and choose Properties. To do so, you create a text field containing the auto text code {&PromptN&}, as described in Auto text codes for document information. Using the URL API to Access a MicroStrategy Web Page. By default, the first prompt from your prompted dossier is selected. From the drop-down, choose your bookmarks. By designing dossiers with prompted datasets, end users will now be able to proactively limit the data load prior to running a dossier. Select the 'Choose default prompt answers' option on this screen. Choose Create New > Dossier. In Answer prompt, choose how your selected prompt is answered:Case. 11. You can change the formatting and appearance as described below: For all formatting options and properties, format text using the Property List. We highly recommend using this visualization instead. . Add Direct Links when Using Dossier in MicroStrategy 10. To access a MicroStrategy page, you use the evt and src parameters in the URL. 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. Select a prompt answer and click Apply. Add Conditional Calculations to a Derived Metric Using the If and Case Functions. Click OK. On the upper right of any page, click your user name, and then select Preferences from the drop. Create an attribute in the MicroStrategy Tutorial project that has an ID of the type "Text". In MicroStrategy Web, create a prompted report. Add this report as a dataset in a Report Services document. This allows users to be notified of data. If the Object Browser is not displayed, from the View menu select Object Browser. Configure a Transaction Grid. Prompt 2: Year. You can. 2. ApplySimple("Datediff(YY,#0,getdate())", [BIRTH_DATE])Data displayed in MicroStrategy Viewers can be filtered by different criteria. Click the name of a report to execute it. You can configure how the prompt details are displayed. There are two ways to display the prompt selections for the object prompt in the document. Available since 2021 Update 1 tip You can try out this workflow at REST API Playground. Use the Ctrl key to select multiple attributes and metrics. Type the pop-up text in the Tooltip field. By default, the first prompt from your prompted dossier is selected. 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. Steps to Reproduce. This article will show you how to create data alerts in MicroStrategy. If the New Filter dialog box is displayed, click the Empty Filter icon. The new prompt answers are saved as the latest prompt answer in MicroStrategy. You can add a prompt directly to a report, or indirectly by adding the prompt to a metric or filter. Prompts are a platform capability of MicroStrategy that refine the data displayed in reports, documents, and dossiers. txt, . For steps. - select Projects to be analyzed. They are used to pass information to answer prompts in the target report or document. txt), uploaded values should be separated with ;. 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. 0. This can be seen in the screenshot below. Supports adjusting fonts to match Dashboard default. Open the cube report in Design View. Selectors provide dossier-style documents with interactivity, allowing each user to change how they see the data. Add Contextual Dossier Links In addition to dynamic URL links, you can add contextual dossier links to your card header or image widget of the card body for enhanced analysis. Also, if you edit a prompted report and add another prompt to it. Formatting options include font, alignment, borders (including 3D borders and drop shadows), text layout. The value prompt is designed to return report results based on the data type assigned to the data in your data source. 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 name of the project. Thus, never requiring the source. See Add Existing Objects for more information. The saved file must be a . Your target visualization can be in any chapter or page within your dossier. Select a prompt answer and click Apply. Select Any other prompts to configure a default Answer prompt for any additional prompts added to the target dossier in the future. To perform this customization, users should create an add-on and add it to the report/document execute page.