Query Studio

Using a Prompt

 

Use a prompt when you want to use different criteria for the same report item each time the report runs. The report does not run until you choose the values or click the Finish button. If you click the Finish button without choosing any values, all data is returned.

For example, use prompts if you want multiple reports, each containing project information for a different organizational unit.

Using prompts is faster and easier than repeatedly changing the filter.

The report creator can also set the type of prompt control that Query Studio generates when you run a report, such as an edit box or a list box that users can search for values.

If you use a dimensional data source, the following prompts are not supported:

To add a prompt to a Report in Query Studio:

  1. Open the Reports application.
    By default an Introduction to the new PPM reporting capabilities displays. Click Go to Reports  to close the introduction. A list of reports in the Public Folder displays.
    Note:
    You can disable the display of the introduction by selecting Do not show this screen again.
  2. Open the report that you want in Query Studio.
  3. Click the heading of the column you want to filter.
  4. Click the filter button on the toolbar.
  5. Select the Prompt every time the report runs check box.
    Each time you open or run the report, you can choose or type in the desired filter values. If no filter values are specified, all data is returned.
  6. Click OK.
  7. Repeat steps 2 to 5 to add other prompts.
    For example, add more than one prompt to create cascading prompts.

Note: Prompts in Query Studio are optional. This means that you do not have to select a value when you run the report, and the report will still appear. In addition, if you drill through from another report, such as a Report Studio report, to a Query Studio report, you will not be prompted, even if the Query Studio report contains prompts.

 

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