MicroStrategy ONE

Creating Linked Reports that Answer Prompts with the Selected Objects

The following steps re-create the example shown in Linking Reports and Documents. The Regional Revenue report contains a link to the Revenue by Category report. When a user clicks a region in MicroStrategy Web or double-clicks a region in MicroStrategy Developer, the Revenue by Category report is executed, and data for only the selected region is shown.

The high-level steps to create this example are listed below:

  1. Create the Prompt for Region
  2. Create the Prompted Target Report (Revenue by Category)
  3. Create the Source Report (Regional Revenue)

Create the Prompt for Region

This prompt will be used on the target report to determine the region to display. When the link from the source report to the target is used, this prompt is answered by the region selected in the source.

This is an attribute element list prompt, which allows the link in the source report to use the dynamic prompt answer method. This method passes the selected region to the target report.

To Create an Attribute Element List Prompt

  1. In MicroStrategy Web, log in to a project.
  2. Open any  folder page.
  3. Click the Create Prompt icon .
  4. Click Attribute Element List.
  5. Click Select Attribute.
  6. Select List all elements.
  7. Click the General tab.
  8. In the Title field, type Region.
  9. Clear the Prompt answer is required check box.
  10. Save the prompt.

Create the Prompted Target Report (Revenue by Category)

The target report is the report that is executed from the original report (the source). The target report is filtered by the prompt that you created in the previous procedure.

To Create a Prompted Report

  1. In MicroStrategy Web, log in to a project.
  2. Click the MicroStrategy icon at the upper left of any page and select Create Report.
  3. Add Region, Category, and the Revenue metric to the report.
  4. Add the Region prompt that you created in the previous procedure to the report filter.
  5. Save and close the report, naming it Revenue by Category.

Create the Source Report (Regional Revenue)

The source report is the report that contains the link to the target. The link in this source report passes the selected region to answer the prompt in the target.

To Create a Report that Links to Another Report

  1. In MicroStrategy Web, log in to a project.
  2. Click the MicroStrategy icon at the upper left of any page and select Create Report.
  3. Add Region and the Revenue metric to the report.

Create the Link

  1. Right-click Region and select Edit Links.
  2. Click ... (Browse) next to Run this report or document.
  3. Navigate to the Revenue by Category report, select it, and click Open. This report is the target of the link.
  4. Select Region in the Target prompts list. This prompt on the Revenue by Category report filters the target report by region.
  5. Choose Answer Dynamically from the drop-down list under Select Prompt Answer Method. This prompt answer method answers the prompt using the object selected in the source (in this case, region).

    If Answer Dynamically is not an option in the list, the Region prompt is not an attribute element prompt.

  6. By default, the link is named Link1. To help analysts identify the link, rename it. Click Rename, and type Revenue by Category over Link1.
  7. Click OK to return to the report.

Save the Report

  1. Save the report, naming it Regional Revenue.

To Use the Link

  1. To use the link, do one of the following:
    • In MicroStrategy Developer, execute the Regional Revenue report, then double-click a region.
    • Log in to MicroStrategy Web, execute the Regional Revenue report, and then click a region.

The Revenue by Category report is executed, and displays only the data for the selected region.