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Configuring the report prompt details auto text code

Auto text codes are document or dataset variable information. The report prompt details auto text code displays the prompt information for all prompts in the document. You can configure:

  • Whether the prompt title and index (a number indicating the order of the prompts in the dataset report) are displayed.

  • The text to display when a prompt is unanswered. The options are:

    • Display nothing

    • Display "Prompt Not Answered"

    • Display "No Selection"

    • Display "All/None"

      Whether the word "All" or "None" displays depends on the type of prompt. For example, an unanswered object prompt displays as "None", because no objects are selected. An unanswered filter definition prompt displays as "All" because the report is not filtered and therefore all the objects appear on the report.

  • Whether and how to display the attribute name for any attribute element list prompts in the document. The options are:

    • Display the attribute name (for example, Region)

    • Omit the attribute name

    • Repeat the attribute name for each prompt answer (for example, Region = North, Region = South)

    The browse form of the attribute, which is displayed when a user answers the prompt, is used to display the attribute elements in the prompt details auto text code. For information on browse forms, see the Project Design Help.

  • Whether to include unused prompts. An unused prompt occurs when you drill on a Grid/Graph that contains a prompt. The resulting report, which you can use as a dataset report, can display or omit the prompt details from the original report (the report that you drilled on).

For the prompt title and attribute name settings, you can also choose to inherit the setting instead. If you are configuring the auto text codes in a specific text field, the setting is inherited from the document setting. If you are configuring all the auto text codes in the document, the setting is inherited from the report setting. For more information on the levels of inheritance, see Levels of auto text code configuration.

For example, a document contains these two dataset reports:

  • Customers per Employee contains the Region attribute and the metrics Count of Customers, Employee Headcount, and Customers per Employee. It is prompted for Region.

  • Regional Revenue contains the Year and Region attributes, and the Revenue metric. It is prompted for Region and Year.

The document contains a prompt details auto text code, which is configured to display the prompt titles and index. The prompt title is specified when the prompt is created (Region prompt and Year in the example below), and the index is a number indicating the order of the prompts in the dataset reports (Prompt 1 and Prompt 2 below).

Prompt 1: Region prompt
Northwest, Southwest

Prompt 2: Year

Notice that although the dataset reports contain three prompts, only two are displayed. Since both datasets contain the same prompt on Region, that prompt is only displayed once.

The Region and Year prompts were answered in the previous example, but sometimes users do not answer all the prompts. You can choose what to display when a prompt is not answered. You can select pre-defined text, or you can choose to display nothing at all. The pre-defined text includes:

  • Prompt Not Answered

  • No Selection

  • All/None

    Whether the word "All" or "None" displays depends on the type of prompt. For example, an unanswered object prompt displays as "None", because no objects are selected. An unanswered filter definition prompt displays as "All" because the report is not filtered so all the objects appear on the report.

The following sample is from the same document as above, except that the Region prompt has been answered and the Year prompt has not. The prompt details auto text code on the left was set to display All/None for the Year prompt if the user provided no answer. In this case, the auto text code displays the word "All", meaning that all the years are included on the report. The prompt details auto text code on the right was set to display nothing for the Year prompt if the user provided no answer, so the auto text code displays a blank.

Prompt 1: Region prompt                   Prompt 1: Region promptNorthwest, Southwest Northwest, Southwest

Prompt 2: Year                             Prompt 2: Year
All

For more examples of these settings, see the Document Creation Help.

Prerequisite

The following procedure assumes you have already added a report prompt details auto text code to your document. For instructions, see Adding auto text codes to documents.

To configure the report prompt details auto text code

  1. Open the document in the Document Editor. How?

  2. You can configure either:

    • The auto text code in a specific text field:

      • Right-click the text field containing the auto text code and select Properties. The Properties dialog box opens.

      • On the General tab, click Format in the Report Details Properties area.

    • All the report prompt details auto text codes in the document:

      • Select Document Properties from the Format menu. The Document Properties dialog box opens.

      • Click Advanced in the list on the left.

      • Click Format in the Report Details Properties area.

      • The Report Details Properties dialog box opens.

  3. Click the General tab.

    By default, each setting inherits the document or report setting, as described in Levels of auto text code configuration. You can return to this default by selecting Inherit from the drop-down list for the specific setting.

  4. To determine whether or not to include the prompt titles and index, select Title and Index or No Title or Index from the Include Prompt Titles drop-down list.

    The prompt title is defined when the prompt is created, and the index is a number indicating the order of the prompts in the dataset reports.

  5. To specify the text to display when a prompt is unanswered, select one of the following from the Replacement string for unanswered prompts drop-down list:

    • Display nothing

    • Display "Prompt Not Answered"

    • Display "No Selection"

    • Display "All/None"

  6. To specify whether and how to display the attribute name for any attribute element list prompts in the document, select one of the following options from the Show attribute name for Attribute Element Prompts drop-down list:

    • To show the attribute names, select Yes.

    • To omit the attribute names, select No.

    • To repeat the attribute name for each prompt answer, select Repeated.

  7. To specify whether or to not include unused prompts, select Yes or No from the Include unused prompts drop-down list. An unused prompt occurs when you drill on a Grid/Graph that contains a prompt. The resulting child report, which you can use as a dataset report, can display or omit the prompt details from the parent.

  8. Click OK to close the Report Details Properties dialog box.

  9. Click OK to return to the document.

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