MicroStrategy ONE

Adding a Date prompt to a custom group

Before You Begin

A Date prompt is a value prompt, which filters based on a single date value. This topic discusses adding a stand-alone prompt to a custom group, although you can also create a prompt when you create a custom group. For instructions to create an embedded prompt within a custom group, see About prompted custom groups.

You can add a Date prompt to a custom group, so that when a user executes a report containing that custom group, the user is prompted to provide a specific date. The date entered by the user is then used to filter data that is displayed on the resulting report.

To add a Date prompt to a report, you first add the prompt to an attribute qualification in the Custom Group Editor. Then you add that custom group containing the prompt to a report. Use the steps below to add a Date prompt to a custom group. (You can add more than one prompt to a custom group.)

Once your custom group containing the prompt(s) is created, see Adding a custom group to a report for steps to add the custom group to a report.

Prerequisites

This procedure assumes that the prompt has already been created. For instructions, see Filtering based on a single value or string: Value prompts.

To add a Date prompt to a custom group in the Custom Group Editor

  1. Open the Custom Group Editor. In MicroStrategy Developer, use the Folder List on the left to navigate to the folder where you want to store your new custom group. Then right-click on the right side of MicroStrategy Developer and select New, then select Custom Group. The Custom Group Editor opens.

  2. Double-click in the Custom Group Definition pane on the right. The Custom Group Options field opens.

  3. Select Add an Attribute Qualification and click OK. The Attribute Qualification pane opens.

  4. In the Attribute field, type the name of the attribute you want to base the custom group on. You can also browse for the attribute by clicking ... (the browse button) to locate and select the attribute.

    Be sure to select an attribute that has an attribute form of the Date data type.

  5. From the Qualify On drop-down list, select Date.

  6. From the Operator drop-down list, select an operator that suits your custom group's definition.

    Do not select In List, Not In List, Is Null, or Is Not Null. The Is Null and Not Null options do not allow you to use your prompt in the custom group, because they filter only for null values in the report's results, whereas a Date prompt allows users to filter for date values.

  7. Using the Object Browser on the left, browse to locate your Date prompt, and drag and drop the prompt into the field to the right of Value.

  8. Click OK to save your custom group definition and close the Attribute Qualification pane.

  9. Click Save and Close to save your custom group and close the Custom Group Editor.

You can now add the prompted custom group to any report, as described in Adding a custom group to a report.

If you want to see what your report looks like when executed against the data source, and if you want to see how a prompt works for a user, once your report has one or more attributes and metrics in it, from the View menu select Grid View.