MicroStrategy ONE

Adding an object prompt of metrics 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 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 an advanced qualification in the Custom Group Editor. Then you add that custom group containing the prompt to a report. Use the steps 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 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 a Set Qualification and click OK. The Set Qualification pane opens.

  4. From the Type drop-down list, select Metric.

  5. In the Metric field, type the name of the metric to base the custom group on. You can also browse for the metric by clicking ...(the browse button) to locate and select the metric.

  6. From the Function drop-down list, select either Metric Value, Rank, or Percent, depending on what type of filtering that you want to perform.

  7. From the Operator drop-down list, select the value you need to complete your custom group's definition.

    Do not select Is Null or Is Not Null. These two 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 your prompt allows users to filter for numeric values.

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

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

  10. 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.