Filter with User Prompt Step Description Element Query Filter User Prompt – 3.1 Edit Data Provider Click the Edit Data Provider button. 3.2 Locate Query Filters In the Query Filters panel, locate Agency Code filter panel 3.3 Define Filter Type Select the Filter Type” Button “Define 3.4 Set to Prompt Select the value as Filter Type “Prompt” 3.5 Show Prompt Select the Prompt Properties” button “Show properties 3.6 Set Prompt Set Prompt Text (i.e. what will be displayed to users). Properties Set checkbox for with List of Values” and “Prompt only from List” “Select Uncheck last value(s) selected” and “Keep “Optional Prompt” 3.7 Default Values Determine if Default should be selected automatically 3.8 Run Click OK, then Run Query 3.9 Review Agency The Prompt window is displayed. Code Prompt 3.10 Select Agency Select Agency Code to execute the report Code 3.11 Review Report Click OK to execute report with selected Agency Code prompt 3.12 Save Report 4 – Input Controls Step Description Element 1.1 Open Report from Previous Exercise 1.2 Locate Input Click on the Input Controls button on the Left Panel Controls button or under the Analysis Tab, Filters subtab.
Filter with User Prompt Step Description Element Query Filter – User Prompt 3.1 Edit Data Provider Click the Edit Data Provider button. 3.2 Locate Query Filters panel In the Query Filters panel, locate Agency Code filter 3.3 Define Filter Type Select the “Define Filter Type” Button 3.4 Set to Prompt Select the “Prompt” value as Filter Type 3.5 Show Prompt properties Select the “Show Prompt Properties” button 3.6 Set Prompt Properties Set Prompt Text (i.e. what will be displayed to users). Set checkbox for “Prompt with List of Values” and “Select only from List” Uncheck “Keep last value(s) selected” and “Optional Prompt” 3.7 Default Values Determine if Default should be selected automatically 3.8 Run Click OK, then Run Query 3.9 Review Agency Code Prompt The Prompt window is displayed. 3.10 Select Agency Code Select Agency Code to execute the report 3.11 Review Report Click OK to execute report with selected Agency Code prompt 3.12 Save Report 4 – Input Controls Step Description Element 1.1 Open Report from Previous Exercise 1.2 Locate Input Controls button Click on the Input Controls button on the Left Panel or under the Analysis Tab, Filters subtab.
Business_Objects_Agency_Ad_Hoc_Training_Exercises_Final_updated_09-20-18.docx