" Select "Use a filter to reduce the number of elements" and select the "YEAR FILTER" created in the previous step: Save this filter as "QUARTER. The first dossier page is where you should guide and lead the viewers to dive deeper into your analysis flow. MicroStrategy Tutorial. To email a report or document. 11+ you can load dossier chapters on demand by enabling the "Load chapters on demand" feature in Dossier Properties. Each event corresponds to an event code— either. The JavaScript Embedding API allows you to quickly integrate dossiers into a web application in a responsive manner. Formatting text fields. To add a prompt to the report, drag and drop the prompt from the All Objects pane onto the report. After running a prompted dossier in MicroStrategy, click Re-Prompt to change your prompt answers. The Filter Editor opens. 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. To open the Send Now dialog box: For a document: Click the menu icon on the right, and select Send Now. You can create new metrics, called derived metrics, based on attributes and metrics that have already been added to a dossier. This article will show you how to create data alerts in MicroStrategy. The New Prompt page opens. Create a new metric with the same definition of the metric above. Create an Attribute Element List prompt (for example on Customer) and a Metric Qualification prompt (for example qualify on Profit). 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. With the launch of the new free-form layout in MicroStrategy 2020, the idea of making your dossiers responsive is even more important. Open the dossier you want to modify. Select the 'Choose default prompt answers' option on this screen. Drag the attributes and metrics for filtering from the Datasets panel to Filter panel. The Prompt Ordering dialog box opens. If DHTML is disabled, click the Go icon . Command Manager allows administrators to: Add, remove, or modify users or user groups. ; Choose Create New > Dossier. If it is set to "false", the user will be prompted for credentials by the standard MicroStrategy Library login page. You can add a prompt directly to a report, or indirectly by adding the prompt to a metric or filter. 4. On the Freeform Sources tab, select one of the following options: To create an Intelligent Cube by creating SQL statements using the Freeform SQL Editor. The report or document presents a prompt question to be answered before the report data is displayed. 1 Create and save the prompt. 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. Formatting options include font, alignment, borders (including 3D borders and drop shadows), text layout. 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 available, select the Certified Dossier checkbox to certify your dossier. In the image above, the SQL is being logged to. ; Click Blank Dossier. The graph legend or axes can be formatted as well. Select Any other prompts to configure a default Answer prompt for any additional prompts added to the target dossier in the future. You can create a stand-alone prompt, or you can create a prompt that is embedded in a filter. Only the prompt ID, instance ID and prompt status are returned when an instance of a prompted dossier or document is created; data is not returned. 11, dossiers and documents containing prompts can be added to MicroStrategy Library. 1. You can use prompted reports to allow users to provide input to filter and retrieve data on a dossier. Once you have embedded a dossier, you can use helper methods in the Embedding API to let users navigate within the dossier. You can also apply a set of color and shading schemes to all the objects on a graph report. The Blank template and Blank Dossier button can be used to create an empty dossier, if the you choose not to use a template. 4. Enable the Show attribute names parameter. Save it with “Prompt answer is required” unchecked. Choosing any value in the Filter panel will limit the data that is returned on the visualizations or grids. x-10. If you are on a folder page, click Create on the icon bar on the left, then select New Metric. Supports custom drop zones. How the user answers the question determines what data is displayed on the report when it is returned from your data source. If other links are already displayed in the Links Editor, click New to create a new link. Option 1: Create a prompt using the Prompt Editor. Steps to Create: 1. Some key benefits include: Mapbox maps use vector tiles instead of image tiles used by many competitors, which enables much smoother and more customizable zooming. Dossiers automatically adjust to look great on any screen. csv or Excel file format (. Prepare file with the answers. 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. This is a filter which contains a prompt on an attribute element list. See the example below. The section is still displayed in Design View in both MicroStrategy Developer and MicroStrategy Web. The saved file must be a . For details about the information that is saved in the text file, see Saving a search to a text file . Using a prompted dossier, you can link to a different dossier to pass prompt answers selected on the source dossier to the target dossier. The Insert Function. Use @mention to send the comment to anyone who has access to the dossier page. Select a prompt answer and click Apply. Add this metric to a new report and add Region and Profit to the template. Save to create the subscription. Create Dashboard B with the above report with three value prompts for each attribute above. Create a report (report B) with Prompt #1, and place Customer on the template. This is the most user-friendly value that can be used to identify the prompt. Click Cancel, then return to Design View. Choose a prompt. Add recipients and a message. Supports adjusting fonts to match Dashboard default. In MicroStrategy Web, create a prompted report. Create the Filter. Create A Dossier. Add data to a dossier by importing data from a file, database, or the results of a custom database query (that is, Freeform script). 2. 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. The Properties and Formatting dialog box opens. Using a new metric which is created with a value prompt, users can view their. This "How to" technical note describes a way to hide the metrics columns from a document grid in MicroStrategy 10. Create another panel stack (Parent) and place the Child panel stack within it. From the search results the Administrator can rename or delete the objects. wherever you want on the canvas and use the layers panel to control. 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. Import or upload a dossier. - select Projects to be analyzed. Click Cancel, then return to Design View. Click Share to send the bookmarks or copy the link. Once you have created a dossier, you can add text to it. And leverage the Page-By function to focus your analysis on one element. One: Only one personal answer can be saved for this prompt. To Create an Intelligent Cube Using Freeform SQL or Query Builder. 4. 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. To create an object prompt, see Filtering based on metrics, attributes, or other objects: Object prompts. 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. Click Re-prompt to select a new prompt answer. Add other objects, such as text, images, and. Watch free 3-5 minutes tutorial videos, with subtitles available in 9 languages, to build product fluency! Start learning. Creating Powerful (and Beautiful) Dossiers. Prompts are a platform capability of MicroStrategy that refine the data displayed in reports, documents, and dossiers. Conditional calculations can be used to supplement the conditional analysis provided with filtering and thresholds in MicroStrategy Web. Select the desired option for 'Show attribute names'. Choose Create New > 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. When an OLAP report is created from an Intelligent Cube, some users may have difficulty adding prompt objects to that report. This setting will allow the end user to render only the chapter that is selected by default. 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. 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. Choose a prompt. Drag the data set onto to. Once you have used the dossier. Result: Acts mostly as one dataset, but missing values are. Datasets contain the data that appears on a dossier. For example, review the 16 View Filter. Use dynamic default filters to set the First N / Last N items from a filter and avoid manual updates to stay up to date. Select Any other prompts to configure a default "Answer prompt" option for any additional prompts added to the target dossier in the future. Users can select prompt answers from one or more attribute elements from one or more attributes. This functionality allows users to search for specific elements within the prompt available answers. Navigate to the appropriate location, name the file, and save it. For information, see Conditional Metrics. Use the following table. Select 'Qualify on a Metric' in the Prompt Editor as shown below: Select the metric 'Revenue',. 2. To finish creating the attribute element list qualification, begin at this step. The Links Editor opens. The only difference is that for each of the three different Null value handling categories shown below, at the Report. You can add visual representations of the data (that is, called visualizations) to the dossier to make your data easier to interpret, perform manipulations on the data to customize which information to display, and organize data into multiple chapters and pages to provide a. A possible workaround wout be to add another prompt in target dossier/document/VI based on Selector A, and pass the selection of Selector A in source document through link. x, users will notice that this is not possible due to the mouse pointer changing into a "not allowed" symbol. Description. 4. X in windows machine and I don't see an option to add. You can view information about each element (for example, bar, trend line, rectangle, pie, map location, node, etc. At the Report-level, null handling can be set by editing the report and then clicking on the toolbar Data > Report Data Options > Display > Null Values. This article will show you how to create data alerts in MicroStrategy. You can configure how the prompt details are displayed. 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). If. Steps to order prompts in reports. From the left, click Grid. The Data Sources dialog opens. 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. Create a report with three attributes: Category, Region, and Quarter. The initial version does not yet have all the functionalities of the previous add‑in. You can also manually link attributes when you are editing a dossier. Use MicroStrategy Library,. Choose Add Data > Existing Dataset to add data. For example, you include high-level. On the example above, they are displayed as Report Objects on the left of the Report Viewer. View the dossier in Presentation Mode. On an existing bookmark, click Share . In this case the attributes are Region and Category as shown below: 5. Press and hold the Ctrl key to select multiple objects. Click 'Add External Data' and then 'File From Disk'. 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. 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. This allows your users to hover over a keyword on a website and jump directly to a MicroStrategy dossier automatically filtered to the keyword on the card. A prompt is a question the system presents to a user when a report is executed. For an immediate solution, please see the following workaround. Use the Object Browser on the left to locate the prompt to add to the metric's definition. This technical note provides an explanation of all the available wildcards and their uses within prompt searches in MicroStrategy Developer. evt. 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). When users create a Report Services document and set a report with multiple prompts as a data set, users cannot find the 'Prompt Ordering' option under the Data menu in MicroStrategy Developer 9. Enter the Tooltip text that appears when you hover over the text field or image. promptAnswerMode *. There are two ways to create a standard prompt for an MDX cube report. No matter what the user chooses, only the specific month will be displayed. This setting can also significantly improve the initial loading performance of a dossier. Linking can improve dossier performance by eliminating the need to include all possible datasets for a single workflow in the same Dossier. For steps to include a prompt on a report, see Reports: Adding prompts to a report, metric, or filter. MicroStrategy Tutorial. The alerts can be sent to an email address or to an iPhone, iPad, or Android device with MicroStrategy Mobile. You can save the search as an object for application and public object searches only. Next in our line-up of new visualizations is the Gauge visualization. 6. to create a hyperlink on a textbox or a shape object in a RSD. If you do not want this dialog box to be shown in the future, select Don't show. Display the current date and time. You can add documents to your Library using MicroStrategy Workstation or Web. If you do not include any prompt information in the link URL, the target report or document. 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. Comment on a Dossier. promptAnswerMode *. 11, dossiers and documents containing prompts can be added to MicroStrategy Library. To add a prompt to the report, drag and drop the prompt from the All Objects pane onto the report. 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. A prompt is a question the system presents to a user when a report is executed. 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. You can choose to save the report as a prompted or a static report: To save it as a prompted report, select the Keep report prompted check box. After all filter qualifications are added to the report filter, the report creator can now execute the report and receive only one prompt. txt), uploaded values should be separated with ;. Gauge chart for MicroStrategy Dossier You can easily create gauge chart using metrics and format it as you want. 1. The following procedure describes how to add or create a prompt in a cube report in MicroStrategy Developer. In the layout tab, click "Allow multiple selections". txt, . How to Upload an Image to the repository and Add an image to a DossierRight-click the object, and select Share. String functions perform various actions that modify the characters returned for a string of characters. 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. Right-click the object on which you want to create the link, then select Edit Links. You can also share bookmarks by going to Share > Share Dossier. Although transformations can be applied to any attribute hierarchy, the Time hierarchy is used most often. Name the personal view and. Save the report as R1. x?; Knowledge Base: How to concatenate two. Republishing and wrangling depend upon a consistent data source structure. Select Any other prompts to configure a default "Answer prompt" option for any additional prompts added to the target dossier in the future. In the All Objects pane on the left, navigate to the folder where the prompt you want to add to the report is located and open it. A prompt is similar to a filter; both are applied at runtime and customize the results of data that is returned from a data source. The Profit metric is a simple sum of the Profit fact. For steps. The evt parameter in the URL (evt is short for “event”) specifies that event. 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. From the Home menu, select Export. You can add a prompt directly to a report, or indirectly by adding the prompt to a metric or filter. Select the Security Filters tab. Click Import to preview the contents of the selected file. Create filters qualifications for other attributes in the same way. Select one: To create a new security filter, click New. Choose File > New > Filter. You can format a graph report by adjusting colors, and applying a variety of graphical effects, including gradients, transparency, patterns, pictures, textures, and bevel effects. 4. The enableCustomAuthentication property is an optional parameter for the create method. Choose 'Next'. Click Save As. After the attribute form names are enabled, the grid will display. However, since a text prompt cannot be directly incorporated in a report object, it. 4. Perform the following steps: You can determine whether to include or exclude data for the selected range. In MicroStrategy 9. To add a prompt to the Filter Definition pane in the Filter Editor. Right-click the object's header in the report, select Move, and then select To Page-by Axis. You need to know the type of prompt when. To do this, you can switch to PDF View, which opens the Prompt Answer Wizard. Using MicroStrategy Developer, log in to a project connected to an MDX cube source. Click OK. Check other tables and select/deselect correct tables. How to Subscribe to a Dossier Step 1. Resources. A dossier is an interactive display that you can create to showcase and explore business data. #MicroStrategy #Dossiers #HTMLContainer #JavaScript. To add a text field to a document. To allow more flexibility, the check box allows the user to restrict the search results only to those. By designing dossiers with prompted datasets, end users will now be able to proactively limit the data load prior to running a dossier. 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. Example 1: Same attributes in both datasets, different metric, and same filter (same element values). You can use REST APIs to get information about five supported types of prompts applied to dossiers, documents, and reports. When these reports are used in a Report Services document, the same 'Metrics' column is displayed, as shown below:Using a prompted dossier, you can link to a different dossier to pass prompt answers selected on the source dossier to the target dossier. An attribute may have attribute elements with descriptions that are identical but the ID forms are unique. Click the name of the dossier to run it. Always use the value prompt created in step #1. The text produced from a dataset object. Choose one of the following: Prompt user. The 'Select Objects' dialog box opens. A comprehensive list of event names and IDs can be found in events. Visualizations provide a variety of ways for you to display and interact with the data in a dossier. Click on 'Finish'. Metric definition: Sum (IF (Employee@ID In (1,2,4,5),Revenue,0)){~+} This is good as a quick solution, since. Create a simple report, Customer and Call Center in rows and Cost and Profit in columns, with. Option 1: Create a prompt using the Prompt Editor. It will not indicate that the check box is enabled, but this step is mandatory. Create a Report Services document using R1 as the dataset, drag the grid into the detail. Select the 'Prompt answer is required' checkbox in the 'Prompt Generation Wizard'. For instructions, see How to Create a Report. " This user is associated only with data from the Central. If the New Filter dialog box is displayed, click the Empty Filter icon. Follow the prompts to select your visualization type and add data to your visualization. Save the search results to a text file, which is one way to keep track of changes to a project. If you want to change permissions for users and user groups, follow the steps in Share dialog box. Click More in the upper right corner of the visualization and choose Configure Transaction. Create a blank dossier or open an existing one . This technical note explains a possible reason for an attribute element prompt not showing all its elements, in MicroStrategy 9. Selectors provide dossier-style documents with interactivity, allowing each user to change how they see the data. If you are creating a new report, open the Report Editor. The Prompt Ordering option is displayed after a prompt has been answered at least once. 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. To Answer a Prompt by Defining a Filter Based on an Attribute. It also highlights a few capabilities the Free-form Layout will allow the Dossier deisgner to do. You must create and save a dossier before you can save visualizations of your data. Prompt 2: Year. Dossiers As of MicroStrategy 2020, dossier’s free-form layout allows you to place your visualizations, text boxes, images, selectors, etc. For the Operator, select Exactly, and then from the drop-down to the left of the text box,. 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. OK, thank you. 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. Every request to a MicroStrategy Web product corresponds to a. Steps to import prompt values from a file. They will receive an app notification and an email indicating that they were tagged. Request a demo. A sample URL would be like the one below, this is to run a VI and is passing 4 prompt to the target:Open a prompted report. Use a Comparison KPI to indicate the progress towards an objective, like sales and goal. 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. From the toolbar, select Run Report. You can specify a minimum value even if you do not specify a maximum value. This tutorial steps through how to switch to Free-form Layout within a Dossier. It will prompt for Country, Region and Call Center one by one in different pages. 2. Add this report as a dataset in a Report Services document. For dossier authoring, you should use MicroStrategy Workstation as the local dossier editing tool. Add StaticReport as Dossier's. 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. Case can be used for categorizing data based on multiple conditions. 2. When you execute the report in the future, you are prompted for answers again. KB440232. When running certain prompt types in MicroStrategy Web 9. MicroStrategy attempts to link attributes that share the same name. Create a report with its filter set to a shortcut to F1. Go back to design mode for report1. evt. 11 will support prompts for end users. You can add multiple datasets. To add a prompt to the Report Filter pane in the Report Editor. In MicroStrategy 9. Choose the option to create a 'Value prompt' in the Prompt Generation Wizard and click on 'Next', as shown below: Choose 'Date prompt' and click on 'Next'. The prompt object is incomplete by design. In a two-node. If you created a new dossier, you must save the dossier before adding an existing dataset. Each prompt must be part of a filter before it can be included in a MicroStrategy Developer 10. Add the filter to the report. When the dossier gets prompted, all dossier forms for the object will display in the grid. create(props) method to embed a dossier into a third-party web page, you can use the methods described below to communicate between the dossier and the container page. Connect to MicroStrategy Web (this example) or MicroStrategy Desktop. The dossier is included as an attachment in the email. See the System Administration Help for details on working with system prompts. It assumes that you are familiar with designing MicroStrategy reports and documents and have the necessary privileges to do so. Click an object to add it to the definition. When an instance of a prompted report. If you created a new dossier, you must save the dossier before adding an existing dataset. Prompts are a platform capability of MicroStrategy that refine the data displayed in reports, documents, and dossiers. 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. Choose whether you want to Pass the filter conditions to the target page. From the Data menu, choose Prompt Ordering. Create an Attribute Element Prompt based off of that attribute. You can configure how the prompt details are displayed. The attribute in the Selected pane is updated with the values from the imported file. The event or action that you want your MicroStrategy Web product to perform. Learn more on Adding a Prompt to a Report. Steps to Reproduce. Introduction to Dossier Authoring. A selector can change panels, another selector, the focus of a Grid/Graph, or dynamic text fields (a text field that is a reference to an object on a report) in a panel stack, as described below. 7. A prompt is a question the system presents to a user when a report is executed. Idea: Ability to hide chapters and pages on Dossiers based on user access. Select the prompt to modify and click the up or down arrows to change its order.