Adding an object prompt of attributes to a custom group

Before You Begin

An object prompt allows users to select which MicroStrategy objects to include in a report. This topic discusses adding a stand-alone custom 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.

To add an object prompt made up of attributes to a report, you first add the prompt to either of the following in the Custom Group Editor:

• An advanced qualification (see To add an object prompt to an advanced custom group qualification for instructions)

• A metric set qualification, as the output level (see To use an object prompt as the output level for a metric set qualification for instructions)

Then you add that custom group containing the prompt to a report. Use one of the procedures below to add one of these prompts 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 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 metrics, attributes, or other objects: Object prompts.

To add an object prompt to an advanced custom group qualification

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 Developerand 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 Advanced Qualification and click OK. The Advanced Qualification pane opens.

4. Select Custom expression from the Option drop-down list.

5. Define a custom expression in the Custom expression box. Using the Object Browser on the left, browse to locate your object prompt, and drag and drop the prompt into the Custom expression box.

   For more detailed instructions to create a custom expression, see Creating custom expression qualifications for custom groups.

6.  Click Validate to validate the expression.

7. Click OK to save your custom group definition and close the Advanced Qualification pane.

8. 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.

Prerequisites

This procedure assumes that the prompt has already been created. For instructions, see Filtering based on metrics, attributes, or other objects: Object prompts.

To use an object prompt as the output level for a metric set qualification

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 pane opens.

3. Select Add a Set Qualification and click OK. The Set Qualification pane opens.

4. Create either a metric qualification (follow the instructions in Creating custom group metric qualifications) or a relationship qualification (follow the instructions in Creating custom group relationship qualifications). To select the object prompt as the output level, which is the attribute level at which the metric results are calculated, follow the steps below:

   1. Click … (the Browse button) in the Output Level area. The Output tab of the Level dialog box opens.

   2. In the Available objects list, navigate to the folder that contains the prompt. Select the prompt in the Available objects list and click > to move it to the Selected objects list.

   3. Click OK. You are returned to the Set Qualification pane.

5. Click OK to save your custom group definition and close the Set Qualification pane.

6. 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.