MicroStrategy ONE

Adding a Date prompt to a filter

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 filter, although you can also create a prompt when you create a filter. For instructions to create an embedded prompt within a filter, see Prompted filters: Asking for user input for filter conditions.

You can add a Date prompt to a filter, so that when a user executes a report containing that filter, 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.

For example, you might create a filter that screens data displayed for the Revenue metric by calculating revenue from a certain date. You want to let each user determine what the date should be. You create a Date prompt asking for a specific date in the year 2029. Then you use the procedure below to create a filter that includes your Date prompt. The filter is defined so that the attribute is Day and the operator is Exactly. This filter is then placed on a report that includes the Day attribute and the Revenue metric as part of its report definition. Each user who executes the report is prompted to select a date, which defines the period of time that the user wants to see reflected in the report's results.

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

Once your filter containing the prompt(s) is created, see Adding a filter to a report for steps to add the filter 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 filter in the Filter Editor

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

  2. Double-click in the Filter Definition pane on the right. The Filtering 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 filter 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 filtering 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 filter, 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 filter definition and close the Attribute Qualification pane.

  9. Click Save and Close to save your filter and close the Filter Editor.

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