MicroStrategy ONE

Adding a Numeric prompt, Long prompt, or Big Decimal prompt to a filter

Before You Begin

Numeric, Long, and Big Decimal prompts are all value prompts, which filter based on a single value or string. 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 these integer-based value prompts to a filter, so that when a user executes a report containing that filter, the user is prompted to provide a number. The number 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, based on a specific top percentage. You want to let each user determine what the percentage number should be. You create a Numeric prompt asking for a number between 0 and 100. Then you use the procedure below to create a filter that includes your Numeric prompt. The filter is defined so that the metric is Revenue, the function is Percent, and the operator is Top. This filter is then placed on a report that includes the Revenue metric as part of its report definition. Each user who executes the report is prompted to provide a number, which defines the top percentage of revenue that user wants to see displayed in the report's results.

To add a Numeric prompt, a Long prompt, or a Big Decimal prompt to a report, you first add the prompt to a set qualification in the Filter Editor. Then you add that filter containing the prompt to a report. Use the steps below to add one of these Value prompt types 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 Numeric, Long, or Big Decimal 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 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 you want to base the filter 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 you want to perform.

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

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

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

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

  10. 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.