GROUPING VALUES IN PROMPT

Hi Friends,

Recently, we got a requirement to have grouping in the Dashboard prompts. I remember doing that few years back but thought to blog it as not many details are available. This is pretty easy stuff and should not take long for you to incorporate in your BI kitty.

Let’s say we have a Column ‘Day Name’. We would like to categorize our weekend (Saturday and Sunday) as Holiday so that if user selects ‘Holiday’, prompt will pass both Saturday and Sunday to the Report.

Now since we don’t have ‘Holiday’ included in our database, we are going to create a Group to achieve the same.

• Create an analysis on that subject area and go to the Results tab. Click the icon with 3 blue dots and a star in the menu bar.

• Create your group by choosing a Display Label (“Holiday“) and selecting the column and the value you want to put inside (Saturday and Sunday)

• Expand the Selection Steps pane at the bottom of the screen and click on your group (Holiday) –>Save Group As… and save it under the subject area content folder.

• In your Dashboard prompt add the same column, expend the Options and for Choice List Values select Specific Column Values, then click the Plus sign.

• Add all the possible column values (all 7 days of the week in our case) from Column Values pane and add our group (Holiday) from Catalog pane.

Bi Coach Remarks: The usage of Groups in Prompts is only limited “Specific Custom Value” option only. Thus, the demerit of this option or the best place where Groups should be used is where the prompt values are supposed to remain static over the period of time. Else, all those changing values would have to be included in Selection. (Not the option that I would recommend)

We are done. You can see all the days of the week and our created group in the prompt

Till next time, Happy Exploring!