Create a Hierarchy Qualification Prompt Based on a Related Set of Attributes

Beginning in Strategy One (December 2025), you can format how the prompt displays. Options include the style (such as pull-down list or check box) and allowing a search box, among others.

The hierarchy qualification prompt allows users to create their own report filter using attributes and attribute elements from:

A specific hierarchy
All hierarchies in the project
Specific hierarchies returned by a search object

For an explanation of what a hierarchy is, see the Answering Questions about Data chapter in the Basic Reporting Help.

You can create a stand-alone prompt to be used in other objects. Beginning in Strategy One (December 2025), you can create a prompt that is embedded in a filter. An embedded prompt is saved within the filter and cannot be used in other objects.

Comparing Filter Definition Prompts

Of the filter definition prompts for attributes, the hierarchy qualification prompt allows users to select from the widest number of attribute elements when they are choosing prompt answers to define their filtering criteria. The attribute qualification prompt is more restrictive, allowing users to choose from the fewest number of attribute elements to define their filter criteria. The attribute element list prompt is the most restrictive, allowing users to choose from the fewest number of attribute elements to define their filter criteria.

Create a Hierarchy Qualification Prompt

If you want users to answer the prompt by selecting from the results of a search object, create the search object before creating the prompt.

Open the Workstation window.
Do one of the following:
- To create a stand-alone prompt, from the File menu, select New Prompt.
- To create an embedded prompt within a filter, from the File menu, select New Filter.
From the File menu, select New Prompt.
If you are connected to multiple environments or projects, select the environment and project to create the prompt in.
To create an embedded prompt within a filter, complete the following steps:
1. Click New Qualification.
2. From the Based On drop-down list, select Create Prompt.
From the Select the Type of Prompt to Begin drop-down list, select Attribute in a Hierarchy.
In the All Attributes in a Hierarchy box, search for and add the hierarchy or hierarchies which contains the attributes that the user is prompted to choose from as they create the filter for the report.
- You can also drag and drop objects from the Object Browser.
- You can include all hierarchies in the project. Click the box and select List All Hierarchies.
Once users select a hierarchy, the prompt displays the related attributes and attribute elements they can select their filter criteria from. By default, all attribute forms display. You can determine which attribute forms to display to the user by clicking All Forms. Select one of the following options:
- To allow users to see and select from attribute elements within all attribute forms, click All Forms. This is the default choice.
- To allow users to see and select from only the attribute forms defined as browse forms, click Browse Forms. All attribute forms defined as browse forms are displayed in the Data Explorer when the user browses the related attribute. Browse forms are specified in MicroStrategy Developer. For more information, see the Project Design Help.
- To let users see only the attribute forms defined as report display forms, see Report Forms. All attribute forms defined as report display forms are included in report results for a report that uses the related attribute.
Edit the predefined text for the Prompt title and instructions by clicking the text. Type a new Prompt Title and Instructions in the boxes.
To set minimums and maximums, require a prompt answer, and enable personal answers, click None next to Answer restrictions.
- To set the limit on the number of attribute elements that a user can select as answers, select the Maximum Number of Elements Per Selection check box and type the value in the box.
- To set the minimum number of attribute qualifications that can be created by the user, select the Minimum Number of Qualifications check box and type the value in the box. You can specify a minimum even if you do not specify a maximum.
- To set the maximum number of attribute qualifications that can be created by the user, select the Maximum Number of Qualifications check box and type the value in the box. You can specify a maximum even if you do not specify a minimum.
- To require users to answer the prompt before running the report, select the Prompt Answer Required check box.
- To determine whether users can save and reuse their prompt answers, select the Allow Personal Answers check box. Choose how many prompt answers they can save for the prompt:
  - Single Save and reuse only one prompt answer.
  - Multiple Save and reuse multiple prompt answers.
If users tend to create the same qualification, define that as the default. Default answers are automatically selected and save users time.

Click None next to Default Answer.
In the Based On box, select one of the prompt's attributes.
In the Qualify On drop-down list, select Elements or one of the attribute forms.
If you selected Elements, complete the following steps:
1. In the Operator drop-down list, choose In List or Not In List.
2. Search for and select the attribute elements to include in the list.
If you selected an attribute form, complete the following steps:
1. In the Operator drop-down list, choose an operator such as Equals or Contains.
2. Type a Value or create a Custom expression.
Click Done.
You can add another qualification to the default answer. Click New Qualification and repeat the steps above.

Beginning in Strategy One (December 2025), you can format how the prompt displays.
1. Click Options.
2. Select the Display Style. The styles include:
  - Radio Button: Users select an attribute element by clicking a radio button. Not available for hierarchy qualification prompts.
  - Check Box: Users specify attribute elements by selecting check boxes. Available only for attribute element list and object prompts.
  - Pull-Down: Users select an answer from a drop-down list. Not available for hierarchy qualification prompts.
  - List: Users select prompt answers from a list. Not available for hierarchy qualification prompts.
  - Text: Users type text in a box. Available only for attribute qualification and metric qualification prompts.
  - Tree: Users expand levels of the hierarchy to navigate to the object to select. Available only for hierarchy qualification prompts and for object prompts that use a search object.
  - Shopping Cart: Users add values to a list of selected values.
  The available formatting options vary depending on the prompt's type and display style.
3. If you select Radio Button or Check Box for an attribute element list prompt, you can determine how the prompt items are arranged.
  - From the Orientation drop-down list, select Vertical or Horizontal.
  - You can specify how many items display in each column or row by selecting the Items Per Column or Row check box and typing the value.
4. If an attribute element list prompt lists all elements, you can determine whether to allow users to use a search box to locate prompt answers. Searching for objects allows analysts to quickly locate specific objects to use to answer the prompt. To do this, from the Show Search Box drop-down list, select Yes, No, or Inherit from Web Settings (default).
5. For an attribute qualification prompt, specify how the qualification displays in the prompt:
  - Determine whether users can browse the elements in the attribute qualification by selecting or clearing the Allow the User to Browse Elements in a Qualification check box.
  - For the shopping cart display style, you can allow users to modify expressions by selecting the Allow Modification of the Logical Operator check box. If it is allowed, select one of the following:
    - To allow users to select only one condition operator (AND/OR) between all of the conditions in an expression, choose Use a Single Logical Operator Between All Conditions.
    - To allow users to choose a separate default operator between each condition, choose Allow the User to Set Independent Logical Operators Between Conditions.
  - Determine the types of qualification expressions allowed in the prompt by selecting an option from the Expression Type Allowed drop-down list.
  - If you choose Select and Qualify above, determine the default condition that displays in the prompt by selecting an option from the Default Qualification Type drop-down list.
  - Determine the default condition operator (for example, Greater than, Less than, or Contains) that displays in the prompt by selecting an option from the Default Operator drop-down list.
  - To allow users to import a list of attribute elements from which they can choose, select the Allow Import Elements check box.
  - Determine the default logical operator (AND/OR) that is used between conditions by selecting an option from the Default Operator Between Conditions drop-down list.
6. For a metric qualification prompt, specify how the qualification displays in the prompt:
  - For the shopping cart display style, you can allow users to modify expressions by selecting the Allow Modification of the Logical Operator check box. If it is allowed, select one of the following:
    - To allow users to select only one condition operator (AND/OR) between all of the conditions in an expression, choose Use a Single Logical Operator Between All Conditions.
    - To allow users to choose a separate default operator between each condition, choose Allow the User to Set Independent Logical Operators Between Conditions.
  - Determine the default condition operator (for example, Greater than, Less than, or Contains) that displays in the prompt by selecting an option from the Default Operator drop-down list.
  - To allow users to specify the output level of the metric, select the Display Output Level Selection check box. This is the level that the metric is calculated at.
  - To allow users to import a list of values from which they can choose, select the Allow Import Elements check box.
  - Determine the default logical operator(AND/OR) that is used between conditions by selecting an option from the Default Operator Between Conditions drop-down list.
7. For a hierarchy qualification prompt, specify how the qualification displays in the prompt:
  - Determine whether to allow users to use a search box to locate prompt answers. Searching for objects allows analysts to quickly locate specific objects to use to answer the prompt. To do this, from the Show Search Box drop-down list, select Yes, No, or Inherit from Web Settings (default).
  - If the search box is enabled, you can ensure that users use the search box to locate answers, by selecting the Require Search check box.
  - Allow users to modify expressions by selecting the Allow Modification of the Logical Operator check box. If it is allowed, select one of the following:
    - To allow users to select only one condition operator (AND/OR) between all of the conditions in an expression, choose Use a Single Logical Operator Between All Conditions.
    - To allow users to choose a separate default operator between each condition, choose Allow the User to Set Independent Logical Operators Between Conditions.
  - To allow users to navigate above the root folder when searching, select the Allow Navigation Above Search Root check box.
  - Determine the types of qualification expressions allowed in the prompt by selecting an option from the Expression Type Allowed drop-down list.
  - If you choose Select and Qualify above, determine the default condition that displays in the prompt by selecting an option from the Default Qualification Type drop-down list.
  - Determine the default condition operator (for example, Greater than, Less than, or Contains) that displays in the prompt by selecting an option from the Default Operator drop-down list.
  - To allow users to import a list of attribute elements from which they can choose, select the Allow Import Elements check box.
  - Determine the default logical operator (And, Or) that is used between conditions by selecting an option from the Default Operator Between Conditions drop-down list.
8. For an object prompt, specify how the objects display in the prompt:
  - For the Radio Button and Check Box display style, you can determine how the prompt items are arranged. From the Orientation drop-down list, select Vertical or Horizontal. You can specify how many items display in each column or row by selecting the Items Per Column or Row check box and typing the value.
  - For the Tree display style (available if you use a search object), you can:
    - Determine whether to allow users to use a search box to locate prompt answers. Searching for objects allows analysts to quickly locate specific objects to use to answer the prompt. To do this, from the Show Search Box drop-down list, select Yes, No, or Inherit from Web Settings (default).
    - Allow users to navigate above the root folder when searching. Select the Allow Navigation Above Search Root check box.
Do one of the following:
- If you are creating a stand-alone prompt, click Save in the upper left.
- If you are creating an embedded prompt in a filter, click Done. You are returned to the Filter Editor. To finish creating the filter, begin at this step.
Use the Stand-alone Prompt
Add your attribute element list prompt to a report, filter, or custom group:
- To let users determine the data that is included in the report, add a hierarchy qualification prompt to the report's filter.
- To let users determine the data to use in a filter, add a hierarchy qualification prompt to a filter.
- To let users determine the data to include in a custom group, add a hierarchy qualification prompt to a custom group.