Metric Qualification Prompt

A Metric Qualification prompt allows users to create their own instant filter for data returned for one of the metrics on a report. You create a Metric prompt by selecting one or more metrics, and users will then be able to define their filters based on these metrics.

The metrics you choose for the prompt do not have to appear on the report itself. For example, a store manager may need a report to show sales data for products that sell for a specific dollar amount or higher. However, the report does not necessarily need to display the selling price of those products.

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

To create a metric prompt:

1. Go to Reports > Setup > Create EI Prompt.
2. Select VALUE PROMPT.
3. Choose one of the following options:
   • CHOOSE A METRIC: Browse to and select a specific metric to use in the prompt. Users will be able to filter their report data based on the metric you select.
   • USE A PREDEFINED LIST OF METRICS: Select this option to create a list of metrics from which users can choose. Click ADD, select the metrics, then click OK. To remove an object, highlight it and click REMOVE. To remove all items, click CLEAR.
   • USE THE RESULT OF A SEARCH OBJECT: If you have previously created a search object, browse to and select the search object or specify the name of the search object. A search object will search for and display specific objects when the user executes the report. This allows the user to select from the most up-to-date objects in the project. For example, you can let the user select a metric from a search for all metrics with REVENUE in the name.

     This option may require assistance from RizePoint engineers.

4. Click the GENERAL tab.
   • Specify a title and description for the prompt in the TITLE and DESCRIPTION fields.
   • To require users to answer the prompt before running the report, specify whether the prompt requires an answer. Select the PROMPT ANSWER IS REQUIRED check box.
   • Set the maximum and minimum number of prompt answers allowed, if desired. Enter these numbers in the MINIMUM NUMBER OF ANSWERS and MAXIMUM NUMBER OF ANSWERS fields. You can specify a minimum number even if you do not specify a maximum number.
5. Click the STYLE tab.
   • From the DISPLAY STYLE droplist, specify a presentation style, such as CHECKBOX, for the prompt. This is how the prompt is displayed to the user.

   • To ensure that the prompt's text fields and options are a fixed size, select the FIXED TEXTBOX WIDTH and/or FIXED TEXTBOX HEIGHT checkboxes, then specify the size of the prompt's text fields.

   • To determine how prompt options are arranged, from the ORIENTATION droplist, select VERTICAL or HORIZONTAL.

     • To determine the number of prompt answers displayed in a row or column (depending on alignment), enter a number in the ARRANGEMENT SIZE field.
   • To allow users to use a search box to locate prompt answers, check the SHOW SEARCH BOX option.

   • To show the object path (folder hierarchy), select the USE FOLDER STRUCTURE checkbox. This option, available for search objects only, is useful when the same object with the same name is saved in multiple folders. If you are using the SHOPPING CART display style, you can check this box to display the prompt choices in a folder structure.

     • To allow users to navigate above the root folder when searching, select the ALLOW NAVIGATION ABOVE SEARCH ROOT checkbox.
6. Click the QUALIFICATION tab.
   • Select the default condition operator (for example, GREATER THAN or LESS THAN) that is displayed in the prompt from the DEFAULT CONDITION OPERATOR droplist.
   • Select the default operator that is will be used between conditions from the DEFAULT OPERATOR BETWEEN CONDITIONS droplist.
   • To allow users to specify the output level of metrics, select the DISPLAY OUTPUT LEVEL SELECTOR checkbox.
   • To allow users to modify expressions, select the Allow modification of selected expressions check box.
     • To ensure that users can only use a single condition operator (AND/OR) between all of the conditions in an expression, select the Use a single logical operator between all conditions check box.
     • To ensure that users can choose a default operator to use between each condition, select the Allow the user to set independent logical orders between conditions check box.
7. To save the prompt, select SAVE AS. The Save dialog box opens. Specify a name, description, and the location in which to save the prompt and click OK.

You can now add your new prompt to a report. See Adding a Prompt to a Report.