Prompt Scope

Prompt Scope

There is a dashboard test. And it has one page with year prompt and yearly sales volume report. And now the requirement is to create a new page under test dashboard with a year prompt and yearly sales value report. And yearly sales value report should display results based on the values selected in the year prompt that is available in page 2. Also the year prompt in page 2 should not affect the report in page 1 since both the report has same year prompt. But the year prompt in page 1 can affect the report in page 2.

1) A Year prompt should be created and placed in a dashboard page

2) Report contains Year and Total Sales Amount, which should display total sales amount for the year selected in the prompt.

3) if user selects a particular year from the prompt that is available in the new page, then it should affect only the reports available in that page. It should not affect other page reports that is available under same dashboard since all the page has prompt on same column(year).

Let’s see how to create a prompt:

Login in to the application. Click New and Select Dashboard Prompt

This selection will then ask you to select the subject area  from which you need to create a prompt.

Once the subject area is selected , Following screen appears.

Need to select the appropriate prompt type. Once column prompt is selected then the following screen appears.

Column prompt is created on a dimension attribute. And here year is selected from time dimension. Then the appropriate operator for filter should be selected. The Operator can be is equal to/is in or greater than, lesser than etc.

Then the user input should be selected which can be a text field, choice list,check boxes, radio buttons and list box.

After selecting the user input, need to initialize or assign the values to the prompt with which the filter be applied to the reports in a dashboard. Prompt values can come from column or specific column value or SQL Results or Members of Groups and All column values and specific groups.

Default value can be set to the prompt using default selection. Default value can be specific values, none, server variable/repository variable,Variable expression  and sql results)

With this Set a Variable option, a presentation variable/request variable can be created. And it will hold the values selected in the prompt.

Prompt placed in the dashboard page as shown below:

And now Prompt and report is created and placed in a dashboard page. Lets see how to set the scope for the newly created prompt.

Prompt Scope:

Prompts in the dashboard can have two types of scope:

1) Dashboard 

2) Page

Dashboard : if a scope of a prompt is set to dashboard, then the values selected in a prompt will affect all the other reports that is available in other pages of the dashboard provided if the prompt/report uses the same column. Dashboard prompt will overwrite the values in page prompt.

Page :if a scope of a prompt is set to page, then the values selected in a prompt will not be carried to the other pages under same dashboard even if same column prompt is used in other pages of the dashboard

To set the scope of the prompt that is placed in dashboard:

Right click Section Properties and then click Scope. Then Select page. Therefore the prompt in page 2 is set to page scope which only affects page 2 reports.

Example : We have dashboard Test. Under Test dashboard, we have two pages: page 1 and page 2.

Page 1 and Page 2 has two different reports and a Prompt on Year column. By default reports at page 1 and page 2 displays sales amount for completed year since year prompt is defaulted to completed year. And as per requirement  

page 1 year prompt - dashboard scope (affects both page 1 and page 2 reports)

page 2 year prompt - page scope ( affects only the page 2 reports)

Behaviour

Scenario 1 : By default, page 1 and page 2 displays the sales volume and Sales Amount for the year 2013, since the prompt is defaulted to completed year.

Scenario 2 :When year 2012 Selected in Page 1 prompt then reports at page 1 and page 2 will be affected since scope of the prompt is dashboard.

Scenario 3: When year 2012 Selected in Page 2 prompt then reports only at page 2 will be affected since scope of the prompt is page.