CREATING PROMPTS IN ANALYTICS FOR DASHBOARDS

Why Use Prompts in Analytics Time Saving – Creating reports – For the User Saved as objects; reusable in other dashboards Image by Tsahi Levent-Levi

Examples

In Edit Mode

Examples Shout out to: Michael Johnson UMinnesota Libraries Data Systems & Services

How do you create prompts in?institute=01UMB_INST&auth=local in?institute=01UMB_INST&auth=local Go to Design Analytics

How to Build a Variable Prompt Variable Prompt: will pass a value to any field in your report Filter uses SQL to show this month’s data, or the Month you choose Why do this? Well, I want to see my loans by LOAN DATE, but my Returns by the date they were RETURNED.

Step by Step instructions First need reports – Have three already ready Loans etc Returns and Claimed Returned In House Use Build a Dashboard – It’s assumed here that this is already done

Create prompt Important: Give Presentation Variable a name, no spaces It does not matter which column you choose, as long as it is the same format as the things you want to filter for.

Filter in Report Find your report, add filter

Filter in Report When creating this, use the ADD MORE OPTIONS drop down Choose SQL Expression

Filter in Report In plain language this says: Use the month key in the prompt, or use this month’s data.

Filter in Report Next, we want to pre-filter our report to only include the current year, otherwise will get back data from that month for EVERY year. SQL Expression here is: {YEAR(CURRENT_DATE)}

Filter in Report Do the same thing for each Year Field in each of the three reports Do the same for each of the Month Keys – In Returns, it’s the Return Month Key, for the Loans it’s the Loan Month Key, and In House Use, the Return Month Key

Dashboard The finishing touches – Add the prompt to your dashboard, along with the reports – Try it out!

THANK YOU