MicroStrategy Quick Guide: Creating Prompts ITU Data Mart Support Group, Reporting Services

Transcription

1 MicroStrategy Quick Guide: Creating Prompts ITU Data Mart Support Group, Reporting Services Prompts Prompts are questions the report user must answer in order to run the report. Some prompts are required and some are optional. Prompts can be the following varieties: Prompt Types Hierarchy Qualification Prompt This type of prompt allows users to qualify on attributes and elements from a specific hierarchy. Use a Hierarchy Qualification Prompt when you want to prompt across attributes within a hierarchy, e.g. attributes of a calendar hierarchy allows users to answer day, month or year values. Attribute Qualification Prompt This type of prompt allows you to qualify on an attribute's ID, description or other form. Use an Attribute Qualification Prompt when you want to prompt on a specific attribute form. Attribute Element List This type of prompt allows users to choose from a list of elements. Use an Attribute Element List when you want to prompt on a list of attribute values. Metric Qualification Prompt This type of prompt allows users to qualify on one or more metrics. Use a Metric Qualification Prompt when you want to prompt on a metric value. Object Prompt This type of prompt allows users to choose one or more objects. Use an Object Prompt when you want to prompt on a list of objects. You can use this to select a filter object to include as a filter, select an attribute object to include on a grid, select a metric object to include on a grid, etc. Value Prompt This type of prompt allows users to enter a text, date, number or other value type. MicroStrategy Version Updated August 15, 2014

2 Use a Value Prompt when you want to allow users to type in a text, date, or numeric value. Create a Prompt Standalone As a power user, you can create standalone prompts to be used on multiple reports. 1. Navigate to the home screen in MicroStrategy. 2. Click the button that says New Prompt within the Create menu 3. Select a type of prompt to create a. Hierarchy Qualification Prompt i. Definition select the hierarchy(ies) to use for the prompt 1. All hierarchies select this option to prompt the user on all hierarchies defined in the project 2. Choose a hierarchy select this option to specify a specific hierarchy to prompt the user 3. Use a predefined list of hierarchies select this option to specify a list of hierarchies to prompt the user 4. Use the result of a search object select this option to specify a search object that results in hierarchies to prompt the user MicroStrategy Version Updated August 15, 2014

3 ii. General set the general options for the prompt 1. Title set the display title of the prompt 2. Instructions set the display instructions of the prompt 3. Prompt answer is required select this option to require an answer to this prompt 4. Minimum number of qualifications set the minimum number of 5. Maximum number of qualifications set the maximum number of 6. Personal answers allowed select None to restrict users from saving a personal prompt answer, select Single to allow users to save a single prompt answer, or select Multiple to allow users to save multiple prompt answers (recommended) iii. Style set the style options for this prompt MicroStrategy Version Updated August 15, 2014

4 1. Display style select a display style for the hierarchy prompt (Tree or Shopping Cart) a. Fixed textbox width select to fix the textbox to a set width b. Fixed textbox height select to fix the textbox to a set height 2. Orientation select Vertical or Horizontal a. Items per column/row select to fix the amount of items per column/row 3. Show search box select TRUE to show the search box or FALSE to hide the search box a. Make search required select to require searching when the search box is shown 4. Use folder structure select this option to display the prompt choices in a folder structure a. Do not show empty folders select this option to hide empty folders from folder browsing b. Allow navigation above search root select this option to allow navigation at a higher level than the root of the search iv. Qualification set the qualification options for a prompt 1. Expression type allowed select the expression type(s) allowed for the hierarchy prompt (Qualify, Select, or Qualify and Select) 2. Default expression type select a default expression type (Qualify or Select) 3. Default condition operator select a default condition operator (equals, does not equal, etc.) 4. Maximum number of elements per list select this option to specify a maximum number of elements returned in an attribute element list MicroStrategy Version Updated August 15, 2014

5 5. Allow element import select this option to allow the import of a list of elements 6. Default operator between conditions select a default operator to use between conditions (AND, OR) 7. Allow modification of the logical operator select this option to allow users to modify the logical operator between conditions; set the restrictions of user modification a. Use a single logical operator between all conditions select this option to restrict all conditions to use the same operator b. Allow the user to set independent logical operators between conditions select this option to allow different operators for each condition v. Click Save or Save As to save the prompt object to the desired location. b. Attribute Qualification Prompt i. Definition select the attribute(s) to use for the prompt 1. Choose an attribute select this option to specify a specific attribute to prompt the user 2. Use a predefined list of attributes select this option to specify a list of attributes to prompt the user 3. Use the result of a search object select this option to specify a search object that results in attributes to prompt the user MicroStrategy Version Updated August 15, 2014

6 4. Select the attribute forms that should be displayed for the attribute qualification select the forms to display when prompting the user a. All attribute forms select this option to display all attribute forms available for the attribute b. Browse forms select this option to display the browse forms as set up by the project architect c. Report display forms select this option to display the default report display forms as set up by the project architect d. Custom display forms select this option to manually select which forms to display ii. General set the general options for the prompt 1. Title set the display title of the prompt 2. Instructions set the display instructions of the prompt 3. Prompt answer is required select this option to require an answer to this prompt 4. Minimum number of qualifications set the minimum number of 5. Maximum number of qualifications set the maximum number of 6. Personal answers allowed select None to restrict users from saving a personal prompt answer, select Single to allow users to save a single prompt answer, or select Multiple to allow users to save multiple prompt answers (recommended) iii. Style set the style options for this prompt MicroStrategy Version Updated August 15, 2014

7 1. Display style select a display style for the prompt (Textbox, Radio Button, Pull Down, List or Shopping Cart) a. Fixed textbox width select to fix the textbox to a set width b. Fixed textbox height select to fix the textbox to a set height 2. Orientation select Vertical or Horizontal a. Items per column/row select to fix the amount of items per column/row 3. Show search box select TRUE to show the search box or FALSE to hide the search box a. Make search required select to require searching when the search box is shown 4. Use folder structure select this option to display the prompt choices in a folder structure a. Do not show empty folders select this option to hide empty folders from folder browsing b. Allow navigation above search root select this option to allow navigation at a higher level than the root of the search iv. Qualification set the qualification options for a prompt MicroStrategy Version Updated August 15, 2014

8 1. Expression type allowed select the expression type(s) allowed for the hierarchy prompt (Qualify, Select, or Qualify and Select) 2. Default expression type select a default expression type (Qualify or Select) 3. Default condition operator select a default condition operator (equals, does not equal, etc.) 4. Maximum number of elements per list select this option to specify a maximum number of elements returned in an attribute element list 5. Allow element import select this option to allow the import of a list of elements 6. Default operator between conditions select a default operator to use between conditions (AND, OR) 7. Allow modification of the logical operator select this option to allow users to modify the logical operator between conditions; set the restrictions of user modification a. Use a single logical operator between all conditions select this option to restrict all conditions to use the same operator b. Allow the user to set independent logical operators between conditions select this option to allow different operators for each condition v. Click Save or Save As to save the prompt object to the desired location. c. Attribute Element List i. Definition select the attribute(s) to use for the prompt MicroStrategy Version Updated August 15, 2014

9 1. Specify the attribute select the attribute by which to prompt the user 2. Define elements a. List all elements (no restriction) select this option to list all available elements of the selected attribute b. Use a predefined list of elements select this option to specify a list of elements to use in the prompt c. Use a filter to reduce the number of elements select this option to use a filter object to limit the list of elements used in the prompt ii. General set the general options for the prompt MicroStrategy Version Updated August 15, 2014

10 1. Title set the display title of the prompt 2. Instructions set the display instructions of the prompt 3. Prompt answer is required select this option to require an answer to this prompt 4. Minimum number of qualifications set the minimum number of 5. Maximum number of qualifications set the maximum number of 6. Personal answers allowed select None to restrict users from saving a personal prompt answer, select Single to allow users to save a single prompt answer, or select Multiple to allow users to save multiple prompt answers (recommended) iii. Style set the style options for this prompt MicroStrategy Version Updated August 15, 2014

11 1. Display style select a display style for the prompt (Radio Button, Check Box, Pull Down, List, Shopping Cart, Barcode Reader or Geo Location) a. Fixed textbox width select to fix the textbox to a set width b. Fixed textbox height select to fix the textbox to a set height 2. Orientation select Vertical or Horizontal a. Items per column/row select to fix the amount of items per column/row 3. Default selection select a default selection (Automatic, First Item, or Last Item) 4. Show search box select TRUE to show the search box or FALSE to hide the search box a. Make search required select to require searching when the search box is shown 5. Use folder structure select this option to display the prompt choices in a folder structure a. Do not show empty folders select this option to hide empty folders from folder browsing MicroStrategy Version Updated August 15, 2014

12 b. Allow navigation above search root select this option to allow navigation at a higher level than the root of the search 6. iphone/ipad/android display options not yet applicable as MicroStrategy mobile is not yet available at GMU iv. Click Save or Save As to save the prompt object to the desired location. d. Metric Qualification Prompt i. Definition select the metric(s) to use for the prompt 1. Choose a metric select this option to specify a specific metric to prompt the user 2. Use a predefined list of metrics select this option to specify a list of metrics to prompt the user 3. Use the result of a search object select this option to specify a search object that results in metrics to prompt the user ii. General set the general options for the prompt MicroStrategy Version Updated August 15, 2014

13 1. Title set the display title of the prompt 2. Instructions set the display instructions of the prompt 3. Prompt answer is required select this option to require an answer to this prompt 4. Minimum number of qualifications set the minimum number of 5. Maximum number of qualifications set the maximum number of 6. Personal answers allowed select None to restrict users from saving a personal prompt answer, select Single to allow users to save a single prompt answer, or select Multiple to allow users to save multiple prompt answers (recommended) iii. Style set the style options for this prompt MicroStrategy Version Updated August 15, 2014

14 1. Display style select a display style for the prompt (Textbox, Radio Button, Pull Down, List, or Shopping Cart) a. Fixed textbox width select to fix the textbox to a set width b. Fixed textbox height select to fix the textbox to a set height 2. Orientation select Vertical or Horizontal a. Items per column/row select to fix the amount of items per column/row 3. Default selection select a default selection (Automatic, First Item, or Last Item) 4. Show search box select TRUE to show the search box or FALSE to hide the search box a. Make search required select to require searching when the search box is shown 5. Use folder structure select this option to display the prompt choices in a folder structure a. Do not show empty folders select this option to hide empty folders from folder browsing b. Allow navigation above search root select this option to allow navigation at a higher level than the root of the search MicroStrategy Version Updated August 15, 2014

15 iv. Qualification set the qualification options for a prompt 1. Default condition operator select a default condition operator (equals, does not equal, etc.) 2. Default operator between conditions select a default operator to use between conditions (AND, OR) 3. Allow modification of the logical operator select this option to allow users to modify the logical operator between conditions; set the restrictions of user modification a. Use a single logical operator between all conditions select this option to restrict all conditions to use the same operator b. Allow the user to set independent logical operators between conditions select this option to allow different operators for each condition 4. Display output level selector select this option to display the output level selector that allows the user to select the level at which to output the metric (output levels explained in MicroStrategy s advanced reporting guide) v. Click Save or Save As to save the prompt object to the desired location. e. Object Prompt i. Definition select the objects to use for the prompt MicroStrategy Version Updated August 15, 2014

16 1. Use a predefined list of objects select this option to specify a list of objects to prompt the user 2. Use the result of a search object select this option to specify a search object that results in objects to prompt the user ii. General set the general options for the prompt 1. Title set the display title of the prompt 2. Instructions set the display instructions of the prompt 3. Prompt answer is required select this option to require an answer to this prompt 4. Minimum number of qualifications set the minimum number of 5. Maximum number of qualifications set the maximum number of MicroStrategy Version Updated August 15, 2014

17 6. Personal answers allowed select None to restrict users from saving a personal prompt answer, select Single to allow users to save a single prompt answer, or select Multiple to allow users to save multiple prompt answers (recommended) iii. Style set the style options for this prompt 1. Display style select a display style for the prompt (Radio Button, Check Box, Pull Down, List, or Shopping Cart) a. Fixed textbox width select to fix the textbox to a set width b. Fixed textbox height select to fix the textbox to a set height 2. Orientation select Vertical or Horizontal a. Items per column/row select to fix the amount of items per column/row 3. Default selection select a default selection (Automatic, First Item, or Last Item) 4. Show search box select TRUE to show the search box or FALSE to hide the search box a. Make search required select to require searching when the search box is shown 5. Use folder structure select this option to display the prompt choices in a folder structure a. Do not show empty folders select this option to hide empty folders from folder browsing MicroStrategy Version Updated August 15, 2014

18 b. Allow navigation above search root select this option to allow navigation at a higher level than the root of the search iv. Click "Save" or "Save As" to save the prompt object to the desired location. f. Value Prompt i. Definition select the type of value prompt 1. Date & Time prompt select this option to create a prompt for a date/time value 2. Numeric prompt select this option to create a prompt for a numeric value (up to 15 digits of precision) 3. Text prompt select this option to create a prompt for a text value 4. Big Decimal prompt select this option to create a prompt for a big decimal value (up to 38 digits of precision) ii. General set the general options for the prompt 1. Title set the display title of the prompt 2. Instructions set the display instructions of the prompt MicroStrategy Version Updated August 15, 2014

19 3. Prompt answer is required select this option to require an answer to this prompt 4. Minimum number of qualifications set the minimum number of 5. Maximum number of qualifications set the maximum number of 6. Personal answers allowed select None to restrict users from saving a personal prompt answer, select Single to allow users to save a single prompt answer, or select Multiple to allow users to save multiple prompt answers (recommended) iii. Style set the style options for this prompt 1. Display style select a display style for the prompt (Textbox) 2. Fixed textbox width select to fix the textbox to a set width iv. Click "Save" or "Save As" to save the prompt object to the desired location. Within a Report When you re creating or modifying a report, you can use the standalone prompts that you or others have created as part of the report definition. Navigate to the folder containing the prompt object, drag the prompt object and drop it in the Report Filter open area. If you want to use an object prompt that determines the attributes/metrics used on a report, drag the prompt object to the report template and drop in the rows or columns open area. MicroStrategy Version Updated August 15, 2014

20 You can also create prompts on the fly within a report. Prompts created this way will be local to the report and cannot be reused. 1. Open a report in design view (or create a new blank report) 2. Using the object browser on the left side of the screen, navigate to the object that you want to use to create your prompt (e.g. if you want to prompt on Fiscal Year, navigate to the folder containing the Fiscal Year attribute) 3. Drag the object and drop in the Report Filter open area a. Qualification Prompt (applies to attributes & metrics) i. Select the radio button next to Qualify ii. Click the icon next to the Qualify button to create a qualification prompt iii. The prompt will be created with default settings. To change the settings of the qualification prompt, click the hyperlink titled Qualification on [object name] and follow the instructions in the standalone prompts instructions for a qualification prompt. b. Value Prompt (applies to attributes & metrics) i. Select the radio button next to Qualify ii. Click the icon next to the Apply button to create a value prompt iii. The prompt will be set up with default settings. To change the settings of the value prompt, click the hyperlink titled [object name] Value and follow the instructions in the standalone prompts instructions for a value prompt. MicroStrategy Version Updated August 15, 2014

21 iv. Click Apply to create the prompt. c. Element Prompt (applies to only attributes) i. Select the radio button next to Select ii. Click the icon next to the Select button to create an element prompt iii. The prompt will be created with default settings. To change the settings of the element prompt, click the hyperlink titled Elements of [object name] and follow the instructions in the standalone prompts instructions for an attribute element prompt. MicroStrategy Version Updated August 15, 2014