Strategy ONE

Link from a Prompted Dashboard to a Different Dashboard

You can use prompted reports to allow users to provide input to filter and retrieve data on a dashboard. Using a prompted dashboard, you can link to a different dashboard to pass prompt answers selected on the source dashboard to the target dashboard.

You can dynamically answer these prompts by clicking a data point in the source dashboard to trigger the target dashboard to open. Thus the target never requires manually answering the prompt. Because prompts are contained in a dashboard's dataset, this affects the entire dashboard. Only the data allowed by the prompt answers is available to the dashboard.

You can combine answering the target's prompts with filtering the page, just as with any other contextual link.

Starting in Strategy One (August 2025), you can filter additional pages in the target dashboard, not just the one initially opened in the link. The target page displays when you use the link, but the selected pages are also filtered. This helps pass the filter context to other pages.

Prerequisites

  • Check the prompts in both the source and target dashboards. You want to be sure that you understand how the dashboards can be linked. If you want to answer the target's prompts with the source's prompt answers, the target and source must contain the same prompt.

Review KB484398: Limitations for using contextual linking in dashboards for detailed information.

Create a Contextual Link on a Visualization to Answer Prompts in a Different Dashboard

  1. Open your prompted dashboard.
  2. Hover over the visualization to use as the source and in the top right, click More and choose Create Contextual Link.
    • If the option displays as Edit Contextual Link, the visualization already contains a contextual link. Click it to continue.
    • If the visualization already targets visualizations in the same dashboard, a message displays. The visualization cannot be a source for both target visualizations and contextual links. To remove the target visualizations, click Continue. To keep the target visualizations instead of creating a contextual link, click Cancel.

  3. In the Contextual Link dialog box, click the folder icon .

  4. Choose the dashboard to link to and click OK.

  5. From the Page drop-down list, choose a page of the dashboard to target. All visualizations in the target page are filtered according to the Filter options you define below.

  6. In Tooltip, enter a description for your tooltip. The tooltip displays when you hover over the source visualization and links to the target page.
    • If you do not want to display the link in the tooltip, do not type anything into the Tooltip box. Users access the link by right-clicking an object in the source visualization. The default text for the link includes the target dashboard. For example, it displays as Go to Dashboard: Target Name.

  7. Select whether to Open in new tab. The target opens in a new window Strategy Web and Library.

    Define the Filter Options

    These Filter options are not mutually exclusive. You can select and clear any combination of them, including clearing all the check boxes, which means that nothing is passed to the target.

  8. To pass the filter panel conditions to the target page, select Pass the filter conditions to the target page.
  9. To pass the visualization (in-canvas) filter conditions to the target page, select Pass selections in all visualizations filter to the target page.

    The attributes and metrics used in the Filter Panel, and in visualization (in-canvas) filters for both the source dashboard and target dashboard must be the same, or must match filter names. For more information, see KB483883: Best practices for contextual linking in dashboards.

  10. To pass the selected values to the target page, select Use selections to filter target page's visualizations. This option is available starting in MicroStrategy ONE Update 11.
  11. The target dashboard opens on the page selected in the Page drop-down list. That page is filtered according to the Filter options you selected above. Starting in Strategy One (August 2025), you can filter additional pages in the target dashboard, not just the one initially selected. From the Pass selected filters to following pages of target dashboard drop-down list, select the check boxes for any additional pages to filter.
    • You can select a chapter to filter all its pages. Any pages added to this chapter in the target dashboard after you create the link will be filtered.
    • To filter all the pages in the dashboard, select All. Any pages added to the target dashboard after you create the link will be filtered.
    • If all of the Filter options are cleared, this list is unavailable, since no filter conditions are passed.

    Define How to Answer Each Prompt

    Complete the following steps for each prompt in the target dashboard.

  12. By default, the first prompt from your prompted dashboard is selected in the Choose a prompt list. Select the prompt to answer.
    • Select Any other prompts to configure a default Answer prompt for any additional prompts added to the target dashboard in the future. 
  13. From the Answer prompt drop-down list, choose how your selected prompt is answered. With all methods except Use the selected objects as the answer, the selections are ignored for the prompts, but they are used to filter the target, depending on the Filter options you defined above.
    • Prompt user: The user is prompted to provide an answer to the selected prompt after the link is clicked.
    • Use the selected values as the answer: The selected prompt is answered with the objects selected in the source visualization. Use this when the objects in the visualization match the objects in the prompt. If they do not match, this prompt answer method is not available.

      • Prior to MicroStrategy Update ONE Update 11, this option was named Use the selected objects as the answer.

    • Use the same answer from the source prompt: The selected prompt is answered with the objects selected in the source dashboard's prompt. This prompt answer method is available when the source and target contain the same prompt.
    • Use the default answer: The selected prompt is answered with the prompt's default answer.
    • Ignore the prompt: The source does not provide a prompt answer and the user is not prompted to provide answers. If the selected prompt is required, the user is prompted to provide an answer after the link is clicked.

    Save the link

  14. Click Save.
  15. Save the dashboard.

    Test the Link

  16. In the source dashboard, hover over a data point in the visualization and click the tooltip.
  17. Test the Link
  18. Hover over the object in the visualization. You know that the visualization is linked because the link icon displays in the upper left corner.
    • If the cursor turns into a hand pointer, click the object to open the target dashboard page.
    • If a tooltip displays with the link, click the object and then click the link.
    • If it does not, right-click the object and then click the link.

    Depending on the Answer Prompt option you defined, you may need to answer the target's prompts, if they are not answered automatically. The target page displays filtered according to the filter selections you defined.

  19. To remove the visualization filter from a visualization in the target dashboard, hover over the visualization in the target dashboard and in the top left corner, click Clear Filter . The prompt answers are not affected by removing the filter.

Remove a Contextual Link

  1. Open the dashboard you want to modify.
  2. Hover over the visualization used as the source, click More in the top right corner and choose Edit Contextual Link.
  3. Click Remove Link. The link is removed and you are returned to the dashboard.

Related Content

Visualization Filters and Selectors

KB484398: Limitations for using contextual linking in dashboards