Simple Prompt Setup      Back to Previous

 

There are options from the right-click menu to create prompts from Design Mode for an attribute or metric.

·        Overview of Prompt Types

·        Adding a Prompt to Report Filter from Design Mode

·        Example of Attribute Element Prompt

·        Example of Attribute Qualify Prompt

·        Example of Metric Qualify Prompt

·        Saving Report with Prompts

Overview      Back to Previous

You can create prompts for attributes or metrics in the report filter when in Design Mode for a report. This is applicable when creating a new report or modifying the design of an existing report. There are three types of simple prompts that you can add to a report as follows:

·        Attribute Element - this prompt will provide a list of values for the selected attribute when you run the report. You specify the values for the attribute to determine what is included in the output.

·        Attribute Qualify - this prompt will allow you to specify the comparison operator (e.g., In List, Equal To, etc) and the value(s) for the attribute to determine what is included in the output.

·        Metric Qualify - this prompt will allow you to specify the comparison operator (e.g., Equal To, Less Than, etc) and the value for the metric to determine what is included in the output.

Adding the Prompt to the Report Filter      Back to Previous

To add a prompt for an attribute or metric from the Design Mode when creating a report or editing a report design, follow the steps below:

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Access the Report Editor and search for the attribute or metric you wish to prompt.

You may use the Report Objects option or the All Objects option to get the list of attributes and metrics.

Filler_SaveReportPrompted.png

Prompt_ReportEditor.png

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To add a prompt for an attribute.

Navigate to the attribute in the Report Editor and right click the attribute name. A popup window is presented with two options to create a prompt. These options are:

A.png Add Qualification Prompt to Filter

B.png Add Element Prompt to Filter

Select the prompt option that you wish to use.

Prompt_CreateRpt_Attribute.png

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To add a metric prompt.

Navigate to the metric in the Report Editor and right click the metric name. A popup window is presented with one option to create a prompt:

C.png Add Qualification Prompt to Filter

Prompt_CreateRpt_Metric.png

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The prompt is added to the Report Filter panel.

The prompt is added and appears as a hyperlink. When you click the hyperlink, the Prompt Setup dialog is presented.

Refer to the Predefined Prompt Setup section for more information on the prompt setup options.

Prompt_CreateRpt_FilterPanel.png

 

Example Attribute Element Prompt      Back to Previous

When viewing the report in Design Mode, the prompt will be displayed as follows:

Prompt_CreateRpt_AttrElement.png

When the report is executed, the prompt is presented as follows. You move the element values (e.g., CBSA codes) from the Available to the Selected box.

Prompt_CreateRpt_AttrElement_Example.png

Example of Attribute Qualify Prompt      Back to Previous

When viewing the report in Design Mode, the prompt will be displayed as follows:

Prompt_CreateRpt_AttrQualify.png

When the report is executed, the prompt is presented as follows. You specify the attribute form to use (e.g., ID or DESC), the comparison operator (e.g., In, Equals, etc) and the list of values.

Prompt_CreateRpt_AttrQualify_Example.png

Example of Metric Qualify Prompt      Back to Previous

When viewing the report in Design Mode, the prompt will be displayed as follows:

Prompt_CreateRpt_MetricQualify.png

When the report is executed, the prompt is presented as follows. You specify the comparison operator (e.g., Equals, Greater than or equal to, etc), the value for comparison and the breakpoint level for the value being evaluated (e.g., Metric, Report, or a specified attribute for breaking).

Note:  The Metric level option is the lowest breakpoint taking all row values into account.

Prompt_CreateRpt_MetricQualify_Example.png

Saving the Prompts in the Report Setup      Back to Previous

When you save a report with prompts, the Save dialog includes additional options to specify how the prompts are to be saved.

 

When the Save dialog is presented for a report with prompts, additional options are included to specify how the prompts are saved.

Filler_SaveReportPrompted.png

Prompt_SaveOptions.png

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Keep Report Prompted Checkbox

When checked, the prompts will be presented each time the report is requested.

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Set the Current Answers to be the Default

When checked, the current answers to the prompt are saved as the default selection. This includes the attribute form selection (if applicable), comparison operator and the value or list of values.