Metric Qualification prompt

A Metric Qualification prompt allows users to create their own instant filter for data returned for one of the metrics on the report. You create a Metric prompt by selecting one or more metrics. Users will be able to define their filters based on these metrics.

For an example and images of a Metric prompt, see the Answering Questions about Data chapter in the MicroStrategy Basic Reporting Guide.

The metric(s) you choose for the prompt do not have to appear on the report itself. For example, a store manager needs a report to show sales data for products whose current inventory falls below a certain count. However, the report does not necessarily need to display inventory counts for those products.

When answering the prompt, users can define their filters based on the value, rank, or percentage of the metric.


To create a Metric Qualification prompt

  1. Do one of the following:

  2. Choose one of the following options:

  3. Click the General tab.

  4. Specify a title and description for the prompt in the Title and Instructions fields.

  5. To require users to answer the prompt before running the report, specify whether the prompt requires an answer. Select the Prompt answer is required check box.

  6. Set the maximum and minimum number of prompt answers allowed, if desired. Enter these numbers in the Minimum number of answers and Maximum number of answers fields. You can specify a minimum number even if you do not specify a maximum number.

  7. Determine whether users can save and reuse their prompt answers, and if so, how many prompt answers they can save for the prompt. From the Personal answers allowed drop-down list, select one of the following:

  8. Click the Style tab.

  9. From the Display style drop-down list, specify a presentation style, such as Textbox, for the prompt. This is how the prompt is displayed to the user.

  10. To ensure that the prompt's text fields and options are a fixed size, select the Fixed text box width and/or Fixed textbox height check boxes, and specify the size of the prompt's text fields and options in the fields.

  11. To determine how prompt options are arranged, from the Orientation drop-down list, select Vertical or Horizontal.

  12. To determine whether to allow users to use a search box to locate prompt answers, from the Show search box drop-down list select FALSE or TRUE. Searching for objects allows analysts to quickly locate specific objects to use to answer the prompt.

  13. To show the object path (folder hierarchy), select the Use folder structure check box. This option, available for search objects only, is useful when the same object with the same name is saved in multiple folders. If you are using the Shopping Cart display style, you can select the check box to display the prompt choices in a folder structure.

  14. Click the Qualification tab.

  15. Determine the default condition operator (for example, Greater than or Less than) that is displayed in the prompt by selecting an option from the Default condition operator drop-down list.

  16. Determine the default operator that is used between conditions by selecting an option from the Default operator between conditions drop-down list.

  17. To allow users to modify expressions, select the Allow modification of the logical operator check box.

  18. To allow users to specify the output level of metrics, select the Display output level selector check box.

  19. To save the prompt, select Save As. The Save As dialog box opens.

  20. Specify a name, description, and the location in which to save the prompt and click OK.

You can now add your new prompt to a report. See Adding a prompt to a report.