Hierarchy Qualification Prompt

The Hierarchy Qualification Prompt allows users to create their own report filter using attributes and attribute elements from:

• A specific hierarchy
• All hierarchies in the project
• Specific hierarchies returned by a search object

For an explanation of what a hierarchy is, see the Answering Questions about Data chapter in the Basic Reporting Help. This book also contains examples and images for a Hierarchy Qualification Prompt.

Of the three filter definition prompts for attributes, the Hierarchy Qualification Prompt allows users to select from the widest number of attribute elements when they are choosing prompt answers to define their filtering criteria. The Attribute prompt is more restrictive, allowing users to choose from the fewest number of attribute elements to define their filter criteria.

To create a Hierarchy Qualification prompt

1. Click Create on any page, point to New Prompt, and select Hierarchy Qualification Prompt.

   Select the hierarchy which contains the attributes that the user is prompted to choose from as they create the filter for the report.

2. On the Definition tab, choose one of the following options and, as necessary, specify the required information for your chosen option:
   • To let the user choose attributes from all the hierarchies in the project, select All hierarchies.
   • To present the user with a specific hierarchy from which to choose attributes and elements, select Choose a hierarchy.Browse to and select the hierarchy.
   • To create a list of hierarchies from which users can choose, select Use a predefined list of hierarchies. Click Add, select the hierarchies, then click OK. To remove an object, highlight it and click Remove. To remove all items, click Clear.
   • To browse to and select a previously created search object or specify the name of the search object, select Use the result of a search object. A search object searches for and displays specific project objects when the user executes the report. This lets you prompt the user with the most up-to-date objects in the project.

Once users select a hierarchy, the prompt displays the related attributes and attribute elements they can select their filter criteria from. The attribute forms can also be displayed. For more information about attribute forms, see the Advanced Reporting Help.

1. On the General tab, type a title and description for the prompt in the Title and Description fields.
2. To require users to answer the prompt before running the report, specify whether the prompt requires an answer. Select the Prompt answer is required checkbox. If you require an answer, it is a good idea to also provide a default answer, otherwise a subscription to this report will fail. For steps, see How to Determine If a Report Uses Default Prompt Answers.
3. Set the maximum and/or minimum number of prompt answers allowed, if desired. Enter these numbers in the Minimum number of answers and Maximum number of answers fields.
4. 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:
   • None: This setting does not allow you to save and reuse prompt answers.
   • Single: This setting allows you to save and reuse only one prompt answer.
   • Multiple: This setting allows you to save multiple personal prompt answers.
5. On the Style tab, from the Display style drop-down list, specify a presentation style, such as Tree or Shopping Cart, for the prompt. This is how the prompt is displayed to the user.
6. 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 checkboxes, and specify the size of the prompt's text fields and options in the fields.
7. To determine how prompt options are arranged, from the Orientation drop-down list, select Vertical or Horizontal.
8. To determine the number of prompt answers displayed in a row or column (depending on alignment), enter a number in the Items per column/row field.
9. You can determine whether to allow users to use a search box to locate prompt answers. Searching for objects allows analysts to quickly locate specific objects to use to answer the prompt. From the Show search box drop-down list, select one of the following options:
   • To display the search box, select TRUE.
   • To not display a search box, select FALSE.
10. If the search box is enabled, you can ensure that users use the search box to locate answers, by selecting the Make search required checkbox.

11. If you are using the Shopping Cart display style, you can select the Use folder structure checkbox to display the prompt choices in a folder structure. This option, available for search objects only, is useful when the same object with the same name is saved in multiple folders.

    To allow users to navigate above the root folder when searching, select the Allow navigation above search root checkbox.

To specify how qualifications are displayed in the prompt

1. On the Qualification tab, determine the types of qualification expressions allowed in the prompt by selecting an option from the Expression type allowed drop-down list.
2. Determine the default condition (for example, Select or Qualify) that is displayed in the prompt by selecting an option from the Default expression type drop-down list.
3. Determine the default qualification 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.
4. Determine how many elements are listed in each prompt answer list in the Maximum number of elements per list field.
5. To allow users to import a list of attribute elements from which they can choose, select the Allow element import checkbox.
6. Determine the default logical operator that is used between conditions by selecting an option from the Default operator between conditions drop-down list.
7. To allow users to modify expressions, select the Allow modification of the logical operator checkbox.
   • To ensure that users can only use a single condition operator (AND/OR) between all of the conditions in an expression, select the Use a single logical operator between all conditions option.
   • To ensure that users can choose a default operator to use between each condition, select the Allow the user to set independent logical operators between conditions option.
8. Select Save As.
9. Click OK.

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