Create a Metric Qualification Prompt

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.

A metric qualification prompt allows users to create their own instant filter for data returned for one of the metrics on the report. You create a metric qualification prompt by selecting one or more metrics. Users can define their filters based on these metrics.

The metric(s) you choose for the prompt do not have to appear on the report itself. For example, a store manager needs a report to show sales data for products whose current inventory falls below a certain count. However, the report does not necessarily need to display inventory counts for those products.

When answering the prompt, users can define their filters based on the value, rank, or percentage of the metric.

When you create a metric qualification prompt, you can decide whether users can select from a specified list of objects, or you can define a specific search that presents an up-to-date set of objects for users to choose from. Including a search object in the prompt, rather than specifying the exact object names, allows users to select from new objects that might not have been part of the project when you first created the prompt.

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.

Create a Metric 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.

1. Open the Workstation window.
2. 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.
3. If you are connected to multiple environments or projects, select the environment and project to create the prompt in.
4. 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.

5. From the Select the Type of Prompt to Begin drop-down list, select Metric Qualification.

6. In the A Metric box, search for and add metrics or search objects that contain metrics. You can select a single metric or a list of metrics that the user picks from. The user creates a metric qualification based on the metric.

   • You can also drag and drop objects from the Object Browser.

   • Search objects cannot be combined with other types of objects.

7. Edit the predefined text for the Prompt title and instructions by clicking the text. Type a new Prompt Title and Instructions in the boxes.

8. To set minimums and/or maximums, require a prompt answer, and enable personal answers, click None next to Answer restrictions.

   • To set the minimum number of metric 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 metric 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.

9. If users tend to create the same qualification, define that as the default. Default answers are automatically selected and save users time.
   1. Click None next to Default Answer.
   2. In the Based On box, select one of the prompt's metrics.
   3. From the Grouped By drop-down list, select the level to calculate the metric at. The options are:

      • Default: Calculate the metric at the level of the attributes defined in the metric's level. If the metric is a compound metric or its level is set to the report level or nothing, the metric is calculated at the level of the attributes in the report.

      • Attributes in the Metric Level: Calculate the metric at the level of the attributes defined in the metric's level.

      • Attributes in Report Template: Calculate the metric at the level of the attributes in the report.

      • Select Multiple Attributes: Calculate the metric at the level of the specified attributes. Select the attributes.

   4. Select the Function to use:
      • Metric Value
      • Rank
      • Percentage
   5. In the Operator drop-down list, choose an operator such as Equals or Contains.
   6. Type a Value or create a Custom expression.
   7. Click Done.
   8. You can add another qualification to the default answer. Click New Qualification and repeat the steps above.
10. 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.

11. 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

12. Add your metric qualification prompt to a report, filter, or custom group:
    • To let users determine the data that is included in the report, add a metric qualification prompt to the report's filter.
    • To let users determine the data to use in a filter, add a metric qualification prompt to a filter.
    • To let users determine the data to include in a custom group, add a metric qualification prompt to a custom group.