Creating Cascading Prompts in a Universe By Robert Metzker

Transcription

1 We will be creating our Cascading Prompts for the Island Resort Marketing example Universe. We are going to create a three-tier prompt based on: Country > Resort > Service Line Let s begin by opening the Beach.unv (Island Resort Marketing) universe. Click File > Open, or press <Ctrl-O> Choose the BEACH universe. It should be one of the available universes if you have done a standard installation. Page 1 of 18

2 We are going to being working our way through the Resort class. Open the Resort class and select the Resort object. Double-Click it to open the Edit Properties Window. Click on the Check-Box for Automatic refresh before use. This will ensure that the prompts are rebuilt at each run. Once this is selected, click on the Edit button. Page 2 of 18

3 Bring the Country object to the Conditions Panel. Once there, we will begin by setting up an in list prompt on the possible Country values. Select In List from the available Operators. Select Type a new prompt from the available Operands. Page 3 of 18

4 I ve set up my prompt as: What Country are you interested in? Since we don t really want to populate this List of Values, click on the Save and Close button. Back at the Edit Properties window, click on the Apply button. This will change our List of Values and leave the Edit Properties window open. Page 4 of 18

5 Click on the Service Line Object and we should see the Edit Properties window change to reflect your new selection. If you had closed it, just Double-click on the Service Line object. Ensure that the Automatic refresh before use check-box is selected and click the Edit button. Bring Resort to the Conditions panel. Page 5 of 18

6 We will set up this Condition in the same manner. Choose In List from the available Operators, Type a new prompt from the Operands and then: What Resort are you interested in? for the prompt. Make sure that you Click on Save and Close. Click on Apply and then select the Service object. Page 6 of 18

7 Again, ensure that the Automatic refresh before use check-box is selected and click on the Edit button. Bring the Service Line over to the Conditions panel. Choose In List from the available Operators. Page 7 of 18

8 Select Type a new prompt from the available Operands. Enter: What Service Lines are you interested in? for the prompt and then Click on Save and Close Page 8 of 18

9 Click on the OK button and we are ready to save our revised Universe. We used OK instead of Apply since we don t have any further changes to make and can safely close this Edit Properties window. Save your Universe by either clicking on the Disk icon or by pressing <Ctrl-S> Page 9 of 18

10 Launch BusinessObjects through the Tools Menu: Tools > Run > BusinessObjects Page 10 of 18

11 We should be ready to test our new Cascading Prompts. Select Generate a standard report, and click Begin > Select Universe as our source and click Next > Page 11 of 18

12 Select the Island Resort Marketing universe from the available list and click Finish. For the Result Objects, select: Country, Service Line and Revenue For a Condition, bring Service Line to the Conditions and set up a prompt using In List as the Operator. Page 12 of 18

13 Select Type a new prompt and enter: What Service Lines are we tracking? Click Run You should be prompted for Service Line with our prompt. Click on the Values button. This is where the fun begins You will then be prompted for a Resort, so click on the Values button. Page 13 of 18

14 You should be prompted for Country. Once again, click on the Values button. This time we are given a List of Values for Country. Now we begin to step Down through the Hierarchy, answering our prompts in the correct order. Page 14 of 18

15 I selected France and US and then clicked OK. Click OK and you will be prompted for our next choice. Page 15 of 18

16 You should get a List of Values for Resort displayed. Select Bahamas Beach, French Riviera and Hawaiian Club. Then Click OK. Click on OK Page 16 of 18

17 At the List of Values for Service Line, select: Accommodation and Food & Drinks. Once selected, Click OK. Click OK and our report should run. If you selected the same prompts, your report should return the following: Page 17 of 18

18 If you have any issues getting the Cascading Prompts to work, please feel free to contact me. At present there is no way to control the order in which the prompts appear (to only prompt you in one direction). Page 18 of 18