MicroStrategy ONE

How to Save, Reuse, Rename, and Delete Personal Answers

You can save your answers for a specific prompt as personal answers. The next time that you run a report or document to which the prompt has been added, you can reuse your saved prompt answers, rather than having to specify the same answers every time the prompt is displayed.

If the designer of the prompt has chosen to allow multiple personal answers, you can specify and save multiple sets of prompt answers, then answer the prompt by selecting a set of saved answers from a list. You can rename or delete saved prompt answers. Steps to save, reuse, rename, and delete personal answers are below.

Before you can save personal answers for a prompt, the designer must first enable personal answers. In addition, the designer must enable multiple personal answers for the prompt before you can rename or delete personal answers. For information about enabling personal answers, see How to Allow Personal Answers for Prompts.

The following procedures assume that the designer of the prompt for which you want to save personal answers has already added the prompt to a report or document. For information about adding a prompt to a report, see Adding a Prompt to a Report. For information about adding a prompt to a document, see the Document Creation Help.

To Save Personal Answers for a Prompt

  1. Click the name of the report or document to which the prompt has been added.
  2. Answer each prompt on the prompt selection page.
  3. To save a personal answer for a prompt that allows a single personal answer, select the Remember this answer checkbox. The answer currently selected in the prompt will automatically be used to answer the prompt each time the prompt is displayed.
  4. To save a personal answer for a prompt that allows multiple personal answers, perform the following steps:
  5. Select the Save this answer when the report is run checkbox.
  6. Type a name for the personal answer in the Name field.
  7. To use the prompt answer as the default answer each time the prompt is displayed, select the Set as Default checkbox.

Once you have finished answering prompts, click Run Report or Run Document.

To Reuse a Personal Answer for a Prompt in a Report or Document

  1. Click the name of the prompted report or document to run it.

    When you save a personal answer for a prompt with single personal answers enabled, the saved prompt answer is automatically used to answer the prompt each time that the prompt is displayed.

  2. Click Load Answers.
  3. From the list, select the personal answer that you want to use to answer the prompt.
  4. Once you have finished answering prompts, click Run Report or Run Document.

To Rename Personal Answers

  1. Click the name of the prompted report or document to run it.
  2. Next to the prompt for which the personal answer has been saved, click Load Answers.
  3. Click More Options.
  4. Select the personal answer to rename, then click the Rename icon Rename icon.
  5. Enter a new name for the personal answer and click OK.
  6. Once you have finished renaming personal answers and answering prompts, click Run Report or Run Document.

To Delete Personal Answers

  1. Click the name of the prompted report or document to run it.
  2. Next to the prompt for which the personal answer has been saved, click Load Answers. Click More Options.
  3. Select the personal answer to delete, then click the Delete icon Delete icon.
  4. Click OK.
  5. Once you have finished deleting personal answers and answering prompts, click Run Report or Run Document.
  6. Once you have answered the prompts in a report or document, you can specify additional options for the report or document, such as whether to present the prompt each time the report or document is run, or automatically run the report or document with saved prompt answers.