How to Answer a Prompt by Defining a Filter Based on a Metric Calculation

Some prompted reports require you to define your filtering conditions based on a metric. These are metric prompts, in which you create a filter for a metric to define the data that is displayed on the report.

If you attempt to run a report that contains a required prompt without answering the required prompt, the report will not run, and a message stating this requirement is displayed.

To Answer a Prompt by Defining a Filter Based on a Metric

1. Click the name of a prompted report to run it. A prompted report will present a prompt question to be answered before the report data is displayed.

2. If the prompt already has an answer (a filtering condition) in the right pane, you can do one of the following:

   • Change the existing answer (filtering condition) using the information in the next step.
   • Add other answers (filtering conditions) to it using the information in the next step.
   • Click Next and proceed to answer other prompts, or if this was the only prompt, you can run the report or document.

3. If the prompt does not have an answer in the right pane, or you want to add to or change answers (filtering conditions), create your filter by performing all of the following:

   1. Click in the right pane to start creating your filter.
   2. If you want to select an output level, click ... (browse) next to the Output Level field to select a level. The output level is the level at which the metric results are calculated. The default is the metric's level. Output levels are discussed in detail in the Advanced Filters chapter of the Advanced Reporting Help.

   3. Depending on how the prompt's creator designed the prompt, you may be able to select the metric on which you want to base your filter. Use one of the following methods:

      • Type the name of the metric in the Metric field and click OK.
      • Click ... (browse) to locate the metric. In the Open dialog box, navigate to the folder that contains the metric, select the metric, and click OK.

   4. From the Function drop-down, select the part of the metric that will be filtered on: Metric Value, Rank, or Percent.

   5. From the Operator drop-down, select a logical operator. For example, you might choose the Greater Than operator to filter out data that is below a certain number. For more details on operators, see Joining filter qualifications with operators in the Basic Reporting Help.
   6. Beside the Value field, enter the value to complete your chosen operator. For example, if you chose the Greater Than operator above, you must enter the value which data should be greater than, to be returned on the report.
   7. Click OK to close the Set Qualification pane.
4. When you are finished defining your filter, if there is another prompt on the report or document scroll down or click Next to answer the next prompt. Use the appropriate steps to answer them.
5. When you are finished answering all prompts, review the summary of your answers and click Run Report or Run Document. The report or document is executed and your results are displayed.
6. If you want to save and reuse your answers, see How to Save, Reuse, Rename, and Delete Personal Answers.
7. If you want to see how your prompt answers were used to create the report's filter, select Report Details or Document Details from the File menu. Your prompt answers appear in the form of report filtering conditions. You can also see whether a cache was used to supply the results. If a cache was not used, the results were taken from the latest data in your data source.

To see data filtered in a different way, click the Reprompt icon on the toolbar that displays from the Home menu and answer the prompt again to create a different filter for the report results.

Renaming a Prompted Report

When you run a prompted report or document, you are presented with a prompt before you see any report results. At the bottom of the prompt selection page, you can rename the prompted report. This allows you to choose a meaningful name that makes it easier to later find the report or document in your History List or your My Reports folder.

For example, for a prompted sales report, if you answer a prompt question by specifying the month of October, you can rename the report "October Sales". Note that this name change is reflected only in your personal version of the report (in your History List or My Reports folder). It does not change the actual name of the report object in MicroStrategy.

Related Topics

How to Answer a Prompt by Selecting Answers from a List

How to Answer a Prompt by Defining a Filter Based on an Attribute

How to Answer a Prompt by Typing a Specific Value