This is something that I actually had the opportunity to use this week. It really came in handy and helped satisfy my client’s requirements.
Just a reminder as we discuss this tip, I am using MicroStrategy v9.4.1 and MicroStrategy Developer. Developer is the new name for MicroStrategy Desktop as of v9.4.1
This example demonstrates 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.
Prompt-in-prompt is a feature in which the answer to one prompt is used to define another prompt. This feature is only implemented for element list prompts. The following steps describes how to achieve this.
Create the Year Prompt
- Create the highest level filter first. This is a filter which contains a prompt on an attribute element list. Create a filter on the attribute “Year” and click “Prompt“.
- Click “prompt on attribute element list” and then click “Next” through the rest of the screens to accept the default values.
- Do not set any additional conditions. Save the filter as “Year Filter“.
From this level on, each filter will contain both a prompt on an element list and will have its element list filtered by the filter created one level above it. There is no limit to the number of such filters that can be layered.
Create the Quarter Prompt
- Create a filter on attribute “Quarter” and click “Prompt“.
- 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 Filter“ .
Create the Month Prompt
- Follow the same basic procedure as above to create a Month filter. Create a filter on attribute “Month“.
- Click “Prompt“.
- Select “Use a filter to reduce the number of elements” and select the “Quarter Filter” created in the previous step.
- Save this filter as “Month Filter“ .
Try it Out
Place only the lowest level filter in the filter section of the report. In this case, the “Month Filter” will be placed in the filter section.
When the report is executed, it will prompt for Year, then for Quarters in the selected Year, then for Months in the selected Quarter, as shown in the following sequence of screen shots.
By default, when users apply subtotals in a report, the name of the subtotal is displayed in the subtotal line items that appear in the report. Users can use custom subtotals to give more control over the characteristics of a subtotal. Custom subtotals allow users to define custom subtotal line items that appear on the reports.
Users can make the subtotal name dynamic by typing special characters in the subtotal name field as listed in the following table.
To define a specific subtotal displays for a report like the one shown above, follow the steps below:
- Select Subtotals from the Data menu. The Subtotals dialog box opens. Clear the Totals check box to remove the standard subtotals.
- Click Advanced.
- Click New to create a custom subtotal.
- Type the following for the name: “Total for the #P #0″. Remember that P displays the parent attribute and 0 (the number zero, not the letter o) displays all the forms of the parent attribute. In this case, only one form exists for each, as shown below.
All the metrics on the report are listed. Users can select the subtotal function to use for each. Total is correct for all of the metrics.
- Check the Total for the #P #0 subtotal (shown below).
- Click Advanced.
- Select Across level and then select the Region and the Employee as the levels.
- Click OK to save the new subtotal.
- Click OK to return to the Subtotals dialog box.
- Click OK.
The report should now look like this.
Tips & Tricks #1: How to filter more than one substring in the Find search box when selecting a long list of elements from a dynamic prompt list
There are cases in which a dynamic prompt is used to qualify attributes selected to be part of a report, but the attribute list is very long.
Attributes like ‘Street Address’ may contain keywords like ‘St’, ‘Ave’, ‘Dr’ that can be used to reduce the list of selected elements.
It is possible to filter the list using the find box and to include one or more substrings that can be logically ‘ORed’ (Will be included if any of the substrings is found) or logically ‘ANDed’ (Will be included if all substrings).
Pattern delimiters are ‘ ‘ (space), ‘%’ and ‘_ ‘
Space or blank = will be used for logical ‘OR’
‘%’ = Will be used for logical ‘AND’ usually in pairs (begin-end of string)
‘_’ = Will be used as wildcard in lieu of space (blank)
CASE 1: Filter all attributes that contains ‘z’ or ‘x’ strings:
In this example, all listed addresses contains string ‘z’ OR string ‘x’ in any position of the description.
CASE 2: Filter all attributes that contains first the string ‘Old’ AND then ‘Hwy’:
Observe that substring ‘Old’ and ‘Hwy’ can be part of other string and can start in any position. However, using %Hwy%%Old% will produce a different result.
In this example, this filter will produce an empty list as there is no address that have substring ‘Hwy’ before ‘Old’.
CASE 3: Filter all attributes that contains the substring ‘Old Hwy’:
Special character ‘_’ should be used to represent a single space. Cannot be duplicated for representing multiple space.
In this example, if the filter were ‘_Old_Hwy’, the last two elements will not be shown as they do not begin with spaces.
NOTE: Examples shown in MicroStrategy Desktop, but it apply also to the Web interface when using the find box in dynamic prompts.