Typical Workflow for Prompting in Analyses and Dashboards

Here are the common tasks to start creating prompts for soliciting values to display in analyses and dashboards.

Tasks Description More Information

Create an analysis

Select and arrange columns that you want to use in an analysis.

Creating Your First Analysis

Create a column prompt

Create a prompt to filter the data that you see displayed.

Creating Column Prompts

Edit a prompt

Edit the prompt to change it in every place where it’s used.

Editing Column Prompts

Add a column prompt to a dashboard page

Add a prompt to a new or existing dashboard.

Adding Prompts to Dashboard Pages

Create a currency prompt

Create a prompt to display money data in a different currency.

Creating Currency Prompts