6. Dossier-style documents form the basis of the apps and dossiers you can create with MicroStrategy Mobile. Parameters Description; General Parameters. Text can serve as a label for your data or provide background information, a description, or instructions for the dossier. This is different from prompted reports. The option is now displayed. Execute the Dossier in MicroStrategy Web. In WEB – design mode – you’ll see on the left all your selected objects for the dataset. Every request to a MicroStrategy Web product corresponds to a. You can explore the relationships between data elements by creating a network visualization, or create visually striking graphs that. Drag the data set onto to. Compare a link to a hyperlink, which is a connection in a document to a web page. For example, you can include metrics or attributes in a single object prompt, but not both. Open the Workstation window with the Navigation. x, users will notice that this is not possible due to the mouse pointer changing into a "not allowed" symbol. This feature is only implemented for element list prompts . You can view information about each element (for example, bar, trend line, rectangle, pie, map location, node, etc. This is different from prompted reports. Click on the drop down for the corresponding 'File Log' and choose the log file to which the SQL Trace needs to be written into. 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. To manually enter the definition of the derived attribute. A threshold is made up of two parts: the condition and the formatting you apply to the values that meet the condition. It creates a MicroStrategy session using credentials for the user, a specified authentication mode, and other information passed in the body of the request. 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). Create a simple report, Customer and Call Center in rows and Cost and Profit in columns, with. Always use the value prompt created in step #1. A dossier is an interactive display that you can create to showcase and explore business data. See the example below. Click Blank Dossier. Specify a name, description, and the location in which to save the prompt and click OK. Click Blank Dossier. 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. required Specifies whether this prompt is required or. Check available Attributes OR; Use View Filter grid > [+Add Condition] to open a list of. View the dossier in Presentation Mode. See Using the URL API to Access a MicroStrategy Web Page topic for instructions on how to access both out-of. When the prompt is used again (on this report or a different one), the personal answer is displayed. 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. By default, the first prompt from your prompted dossier is selected. 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. In a two-node. Hover over a dossier, and click Subscriptions. Click HTML Text and type HTML into the field to add it to the dossier without an iFrame. Open a dataset/dossier with the feature to upload answers from files. On the Freeform Sources tab, in the Source area, select a database instance for the data source to access using Freeform SQL. Add this metric to a new report and add Region and Profit to the template. 2. MicroStrategy Features . See the System Administration Help for details on working with system prompts. Steps to Reproduce. One: Only one personal answer can be saved for this prompt. This opens a window with the folder structure for the project. Browse to the filter you want to convert and click Open. - select Projects to be analyzed. A dossier is a rich analytic story. Dossiers automatically adjust to look great on any screen. For information, see Conditional Metrics. Modifying the underlying data source structure requires a new import of the data by using the Replace Dataset. The new prompt answers are saved as the latest prompt answer in MicroStrategy. Use Language Default is enabled by default. Use the following table. 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. If you do not want this dialog box to be shown in the future, select Don't show. Adding a Prompt to a Report A prompt is a question the system presents to a. Drag the prompt onto the Definition pane at the bottom right, as shown in the image below:Answer: Go with dossier. Select a prompt answer and click Apply. Case can be used for categorizing data based on multiple conditions. Value Prompt, which allows users to select a single value, such as a date or a specific text string, to filter the report's data. If the Object Browser is not displayed, from the View menu select Object Browser. The workflow for this sample is shown below: POST /auth/login. Filters in MicroStrategy are built from Attributes. This. Click on 'Finish'. 3. Open a dossier in MicroStrategy 2019 Update 2 or newer. The Conditional Formatting dialog box opens. You can add a prompt directly to a report, or indirectly by adding the prompt to a metric or filter. In general, the "User login" prompt should be used in attribute form qualifications, such as the following: In MDX, a Filter () expression is used to reduce the entire list of MSTR User member to the one whose MEMBER_NAME property is "cbecker. You can register event handlers for the events that are automatically raised when a. From the search results the Administrator can rename or delete the objects. You can use REST APIs to get information about five supported types of prompts applied to dossiers, documents, and reports. Main steps in this script: - establish connection to MSTR environment. Prompts are a platform. Click ' Choose files' and select your Excel file or drag and drop the Excel file into the window. Use @filter or click filter in the comment panel to. x, prompted text cannot be displayed in a Report Services document unless the prompt is in the dataset of the document. 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. MicroStrategy Tutorial. The report or document must have a prompt setup in order to select the personalization information. If your end users are using MicroStrategy Web, you can choose to open the dossier in a new browser tab. Navigate to the Layout Tab. To add a tooltip to a control. To do this, you can switch to PDF View, which opens the Prompt Answer Wizard. You can add multiple datasets. Prepare file with the answers. The value prompt is designed to return report results based on the data type assigned to the data in your data source. title Title of the prompt. Using a new metric which is created with a value prompt, users can view their. If it is set to "false", the user will be prompted for credentials by the standard MicroStrategy Library login page. If you do not want this dialog box to be shown in the future, select Don't show. In the Navigation pane, click next to Dossiers. Supports exporting to PDF (10. A hyperlink is functional in PDF View in MicroStrategy Developer and in Express Mode in MicroStrategy Web. Click More next to the filter and choose Dynamic Selection. Add the object prompt in the Report Filter. 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. Reset a Dossier. You can rank a metric's value from least to greatest, or display metric values. ; Add reference lines — The line chart comes with many prebuilt reference. x report. Create a Dossier from a report with a prompt. How the user answers the question determines what data is displayed on the report when it is returned from your data source. The event or action that you want your MicroStrategy Web product to perform. A comprehensive list of event names and IDs can be found in events. The space will essentially "hide" the names. You must perform the following general steps to add a prompt to a document: 1. Log in to MicroStrategy Web as Administrator. MicroStrategy takes advantage of key Mapbox features that enable dossier authors to create beautiful and performant visualizations. evt. 2. With 10. In Answer prompt, choose how your selected prompt is answered:Case. Remove. In Answer prompt, choose how your selected prompt is answered:Create a blank dossier or open an existing one. For Compound Profit to be dynamically aggregated correctly, you change the dynamic aggregation function to Sum. Remove the attributes that were used to build the object prompt from the report and add the object prompt to the. Using natural language, ask questions about the dashboard or underlying data itself without the need to navigate complex interfaces or navigation manually. MicroStrategy 10 Dossier (dashboard) enables dynamic links to reports with passing parameters. 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. MicroStrategy attempts to link attributes that share the same name. On the example above, they are displayed as Report Objects on the left of the Report Viewer. 6 and later) Additional Features. Open a dataset/dossier with the feature to upload answers from files. In Dossier add text box, edit it and add {&Prompt1&} {&Prompt2&} {&Prompt3&}. Hierarchy Qualification Prompt. Create another report whose Filter is a shortcut to F1, Save the report as prompted, named as PromptReport. You can use the Metric Formula Editor to create or edit a metric, which is a calculation performed against the data in the data warehouse. Use dynamic default filters to set the First N / Last N items from a filter and avoid manual updates to stay up to date. This provides spacing, making complex filter definitions easier to read. 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. 11, dossiers and documents containing prompts can be added to MicroStrategy Library. 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. If you are creating a prompt for a filter, click OK to save the prompt in the filter. The alerts can be sent to an email address or to an iPhone, iPad, or Android device with MicroStrategy Mobile. Remove the. Display the total number of pages. Create another panel stack (Parent) and place the Child panel stack within it. Add the filter that contains both prompts to generate the date prompt. 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. The system poses the prompt as a question during execution of a dossier, document, or report, and the answer determines the data that is returned. 3 Add the prompted. Save to create the subscription. Create a Report Services document using R1 as the dataset, drag the grid into the detail. When you add a new text field, its formatting is determined by the control defaults. 2. Create a report with its filter set to a shortcut to F1. To allow more flexibility, the check box allows the user to restrict the search results only to those. If you are linking to a prompted dossier, choose a prompt and a corresponding answer. To add a prompt to the report, drag and drop the prompt from the All Objects pane onto the report. 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. Subscribe a Dossier, Document, or Report to a Cache Update In MicroStrategy Workstation you can create cache subscriptions through Distribution Services. For details, see the Document Creation Guide. With this in mind, you can build your. You can open a working demo by uploading the . Execute the search. When the dossier opens, you can find a series of icons at the top of the page. Create New Dataset. Starting in MicroStrategy 2021 Update 9, you can also set this formatting at the dossier level using the Editor panel. And leverage the Page-By function to focus your analysis on one element. You are returned to the New Filter page. The Properties and Formatting dialog box opens. Apply Text to Visualizations. This setting can also significantly improve the initial loading performance of a dossier. This option is available starting in MicroStrategy ONE Update 11. When this feature is enabled, the additional icon appears at the top of the prompt answers' window. From the Answer prompt drop-down, select how your selected prompt is answered. 1. Data alerts work as a function of thresholding. You need to know the type of prompt when. For details about the information that is saved in the text file, see Saving a search to a text file . You can create a new folder with the Create New Folder button in the bottom left corner. In MicroStrategy Web, open the document in Design or Editable Mode. It is located in the More section of the Visualization Gallery. Drag and drop the attribute Category from the Object Browser into the Report View: 'Local Template' section to break the report into pages. Here’s the Dossier: Let’s link to this in the alert email. Click Live Connect Only/All Connectors to toggle between. Change Automatic to [Interval duration]. To create a link from an object on a Grid/Graph or widget, right-click the attribute or metric header in the Grid/Graph and select Edit Links. Click Save. For an introduction to prompts, how prompts save the report designer time, and how prompts work with MicroStrategy security filters, see the. You can search, view, and edit all project-level settings. Right-click the control and select Properties and Formatting. Republishing and wrangling depend upon a consistent data source structure. You can re-prompt the dossier. x: To modify this information on the prompt page, edit PromptObjectLayout. MicroStrategy Tutorial may not contain information for the current date; if the report does not return any data, adjust the dates accordingly. In text box, there is a line break after the name of each attribute. Or, from the dossier toolbar, click the Schedule delivery to History List icon . 2. With expanded data. Tile Format. The only difference is that for each of the three different Null value handling categories shown below, at the Report. Create a FreeForm SQL Report and add this nested prompt into it. Selectors allow a user, in MicroStrategy Web, to. 2. Add the prompted report to the document as a dataset. Choose File > New > Filter. Here is a sample workflow for using REST APIs to answer prompts: Create an instance of a dossier, document or report. 4. The Links Editor opens. After running a prompted dossier in MicroStrategy, click Re-Prompt to change your prompt answers. Choose File > New Prompt. If you are on a folder page, click Create on the icon bar on the left, then select New Metric. 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. Choose File > New Dossier. The saved file must be a . Prompt Details {&PromptDetails} Prompt 1: Region prompt. Add the filter to the report. 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 answers. Join data visualization specialist Len OToole of InfoCepts for this interactive session, where. Click To to locate the email address of the recipient. This video shows how to create custom group object in MicroStrategy Web to group attribute elements. How to Interact with a Dossier 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. 11+ you can load dossier chapters on demand by enabling the "Load chapters on demand" feature in Dossier Properties. March 4, 2020 at 3:01 PM Adding a prompt in dossier is available only in IOS version? I am using MicroStrategy version 11. Click Reset to return to the original view of the dossier after performing several dossier manipulations, like drilling, using selectors, or adding reference lines. It also highlights a few capabilities the Free-form Layout will allow the Dossier deisgner to do. Learn more about MicroStrategy REST API Playground here. Documents. Navigate to a prompted report and click Insert. General Preferences. Select a folder to save your new dossier in. Add the attributes that were used to build the object prompt to the Grouping section. x and newerExecute one of the following options: To specify default prompt answers, click on 'Add'. If other links are already displayed in the Links Editor, click New to create a new link. 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 Link. When an instance of a prompted report. This is a single-value function. 1. 2. This can help the end user more easily distinguish between elements when browsing or. Create the Filter. Interacting with a Document: Selectors. By default, the first prompt from your prompted dossier is selected. Choose File > New > Filter. The enableCustomAuthentication property is an optional parameter for the create method. Right click on your drop down selector and choose Properties and Formatting. 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. . Using prompts in documents. This REST API authenticates a user. After running a prompted dossier in MicroStrategy, click Re-Prompt to change your prompt answers. 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. If you are creating a prompt for a filter, click OK to save the prompt in the filter. Configure a Transaction Grid. To require users to answer the prompt before running the report, select Prompt answer required. The section is still displayed in Design View in both MicroStrategy Developer and MicroStrategy Web. The new prompt answers are saved as the latest prompt answer in MicroStrategy. In MicroStrategy Web, open the document in Design Mode. You can save the search as an object for application and public object searches only. 2 days ago · I have a Microstrategy dossier and I want to show an image when the dossier is executed. To pass the prompt answer for an element prompt when the attribute has a compound ID, you separate each ElementID with a colon. The attribute in the Selected pane is updated with the values from the imported file. 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 2. In both dossier and documents, you can use panels or layers to move objects to the background or foreground to create a layered effect. The line breaks are introduced by following setting: Project Configuration > Project definition > Documents and Reports > Report details properties > include Prompt Titles. You can apply both static and dynamic text in the same field by typing the static text directly into the field, and then applying dataset objects or codes as described below. For example, you want a report that lists all employees whose age. 26K. For dossier authoring, you should use MicroStrategy Workstation as the local dossier editing tool. MicroStrategy usually retrieves attributes by their ID (if desired the description can be associated with it); therefore the default order is the warehouse order. A user can keep the personal answer, or add or delete selections. This can be a filter on the Filter panel or an in-canvas visualization filter. Report Services Documents that contain prompts can now be accessed via the Library with an enhanced prompting interface. Analysts can now leverage prompted datasets when creating a dossier in any authoring interface, MicroStrategy Web, Workstation and Desktop, or while consuming from the MicroStrategy Library. Administrators can export the project settings in this tab to a . Save the report as R1. 4. 3. How to Create a Dossier. Run a Dossier with the prompt answers that you wish to use for the subscription. OR, to convert an existing filter into a security filter, click Import. In MicroStrategy Developer, go to File > New > Metric. You can type the text to display or drag and drop a dataset object into the text field. To add a prompt to the Filter Definition pane in the Filter Editor. Introduction to MetricsThresholds can make analyzing large amounts of data easier because images are easy to locate and different colors are quickly identified. Connect to MicroStrategy Web (this example) or MicroStrategy Desktop. This is a list of the available auto text macros that the Report Services Document engine recognizes. For example, you can create a Home icon to help users easily navigate. This search will return the list of all the prompt answer objects that belong to the specified user. This calculation can be aggregated from the Employee level to the Region level. You need to know the type of prompt when. To do so, you create a text field containing the auto text code {&PromptN&}, as described in Auto text codes for document information. 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. 9 Publisher: MicroStrategy Installation Instructions: To view this dossier with the visualization, download the . To Create and Save a Dossier. Until then, a possible workaround is to create a version. Checked: Show Report LimitsPREREQUISITES: Established connectivity to MicroStrategy. xls, . Create a report. View standard reports in MicroStrategy Library to get a simple, grid view of data. For. Edit All Project-Level Settings. On an existing bookmark, click Share . 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. Additionally, you can change the bottom Y-axis to have a maximum of 50. The name of the project. Browse to and select a previously saved Intelligent Cube on which to build your report. Datasets contain the data that appears on a dossier. For instructions, see Creating a Prompt. To set this option on the user level: Click on the User Preferences within Web Preferences, and then Grid display. 1. You can now add your new prompt to. If. If the New Filter dialog box is displayed, click the Empty Filter icon. Choose whether you want to Pass the filter conditions to the target page. The target visualizations only display data that also appears in the source. He can save his changes as a new personal answer, but only one personal answer can be saved for the prompt. For steps, see the Basic Reporting Guide. With MicroStrategy Dossier, you can now add a new visualization to the dossier canvas. Ordering prompts in documents. Excel with plain text: Export the report to Microsoft Excel as plain text. Navigate to a prompted report and click Insert. When running certain prompt types in MicroStrategy Web 9. The Prompt Ordering dialog box opens. 8. Create or edit reports with authoring functionality. 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. If you select Save report as prompted when you save the report, any subsequent times you open the report (in Editable or Presentation Mode), you will have to answer the prompt. 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. Save this as "Report 1"Create a panel stack and place a textbox within it. x. You can hide the header and dynamic text in the dossier. If the Object Browser is not displayed, from the View menu select Object Browser. Right-click on the Report object > Properties, and copy the Link. It will prompt for Country, Region and Call Center one by one in different pages. On the upper right of any page, click your user name, and then select Preferences from the drop. You can also manually link attributes when you are editing a dossier. Start building with MicroStrategy to deliver exceptional product experiences. Save it with “Prompt answer is required” unchecked. Right-click the object on which you want to create the link, then select Edit Links. The graph legend or axes can be formatted as well. 3. To create a link from an object on a Grid/Graph or widget, right-click the attribute or metric header in the Grid/Graph and select Edit Links. On the upper right of any page, click your user name, and then select Preferences from the drop. Open the dossier you want to modify. In the Data Source dialog, select Reports. Enable "Prompt Titles and Descriptions" by selecting the box. The Security Filter Editor opens. KB440232. You can also manually link attributes when you are editing a dossier.