Responding to and Editing Prompts

If reports in the book contain runtime prompts, you will be prompted to enter member selections when executing the book.

Related Topics:

About Prompts

If runtime prompts are enabled, then when importing a book, or clicking the Edit Prompts button in an existing workbook, the Prompts dialog is launched.

Once launched, you can display the Prompts dialog in either of two ways, Full mode or Compact mode. For example:

  • Full mode—Displays all prompts in all reports and inserted books separately


    Prompts dialog in Full mode

  • Compact mode—Consolidates duplicate prompts across reports, including the same dimension, prompt label, choice list, default selection, and "Allow Multiple Selections" setting for the same data source.


    Prompts dialog in Compact mode

In the Prompts dialog, you can:

  • Use the link at the top left of the dialog to switch between Compact mode and Full mode.

  • Click the Select link next to a prompt to launch the Member Selection dialog or the choice list, and make you prompt selection.

  • Click the Reset button, Reset button for individual prompt, to reset any changes you've made to the default prompt selection for an individual prompt.

  • Click the Reset All button, Reset all prompts button, at the top right of the dialog, to reset all prompts selections back to the default selection.

    Note:

    This behavior is slightly different when editing prompts in an existing workbook, described in Notes on Editing Prompts.

  • Select values for prompts from a pre-selected choice list, if it is defined for the prompt.

  • Select values for prompts using the Member Selection dialog, if there is no choice list defined.

  • Select multiple values for the prompts, if this is defined for the prompt.

When working with the Prompts dialog, selections are only applicable to the mode (Compact versus Full) where the selections were made.

For example, if you made prompts selections in Compact mode and then switched to Full mode, the selections will not be copied over and vice versa.

Once all prompts have been selected, click OK to submit the book execution job. The Jobs console will show the newly submitted job.

Responding to Prompts

To respond to prompts when importing a book into Oracle Smart View for Office:

  1. In the Prompts dialog, choose a display mode, Compact or Full.

  2. Click the Select link for a dimension, then select a member from the left pane and use the arrows to move it to the right pane.

    If a predefined choice list that uses the Descendants() or Descendants(Inclusive) function is defined for the dimension, then the choice list is displayed in hierarchical format in the left pane of the Select dialog, as shown in Figure 10-8. Selected members are shown in a flat list in the right side of the dialog.

    Figure 10-8 Predefined Choice List Displayed in Hierarchical Format


    Member Select dialog with Predefined Choice List Displayed in Hierarchical Format

    Manage the members in the left pane as follows:

    • Collapse button —Collapses all hierarchies in hierarchical display mode.

    • Expand button —Expands all hierarchies in hierarchical display mode.

    • Display as List button —Displays all members of all hierarchies as a flat list.

    • Display as Hierarchy button —Rolls up the flat list display of members into their respective hierarchies.

    • Sort in ascending order —In flat list display mode, sorts members in ascending order; for example, alphabetically.

    • Sort in descending order —In flat list display mode, sorts members in descending order; for example, highest to lowest.

    For any other predefined choice list for the dimension, members are displayed in a flat list in the Select dialog, as shown in Figure 10-9.

    Figure 10-9 Predefined Choice List Displayed in Flat List Format


    Member Select dialog with Predefined Choice List Displayed in Flat List Format

    Manage the members in the left pane as follows:

    • Sort in ascending order —Sorts members in ascending order; for example, alphabetically.

    • Sort in descending order —Sorts members in descending order; for example, highest to lowest.

    If no predefined choice list is defined, then the Member Selection dialog is displayed, as shown in Figure 10-10. You can use all the available features of the Member Selection dialog (described in Selecting Members from the Member Selector) to choose members for the prompt.

    Figure 10-10 Member Selection Dialog for Prompt


    Standard Member Selection dialog

  3. When finished responding to prompts, click OK.

    If you are prompted to select members for the POV, continue with Selecting and Editing the POV.

    Otherwise, continue with step 4 in Importing Books into Smart View.

Notes on Editing Prompts

To change the prompt values for the current Book, click the Edit Prompts button in the Books ribbon to launch the Prompts dialog.

The Prompts dialog will display the selections made at the time the book was imported and downloaded.

You can switch between Compact mode or Full mode.

Make new selections by clicking the Select link next to a prompt to display the Member Selection dialog or the choice list, and make your prompt selection.

Clicking Reset, Reset button for individual prompt, or Reset All, Reset all prompts button, will reset the prompt selections to the default selections from the prompt definition.