Prompts

Prompts are a powerful feature that allows you to efficiently filter and select specific subsets of values when searching through data. They can be created for any column in the data model definition and are especially useful when a visualization needs to be filtered based on a specific field upon opening.

When to use Prompts

• Targeting data display: Focus your visualization on exactly the data you want to see, ensuring immediate relevance.
• Optimizing performance: Filter data upfront to reduce load time and improve overall performance.
• Customizing dynamic reports: Tailor reports and dashboards dynamically based on your input to display only the relevant data.
• Simplifying data navigation: Navigate complex data models more easily by narrowing down results to specific categories or segments.
• Reducing dataset size: Load only the necessary entries to improve performance of reports and visualizations.
• Enhancing user experience: Provide a more interactive and user-friendly experience by enabling quick access to filtered data.

How to use Prompts

1. Open a visualization:

   • Choose from the Views, Reports, Dashboards, or Workbooks tab, find your visualization, and click to open it.

2. Display the prompt:

   • If a prompt is set in the Properties dialog, it appears automatically when the visualization opens.
   • It displays a table with the list of distinct values available for the selected field, which are used to filter the data for the visualization.

3. Select values to filter:

   • Values: Select values to narrow down the data for analysis.
   • Use the Filter Method dropdown menu to determine how the filter is applied.

4. Load the visualization:

   • After confirming your values, click Confirm to apply them.
   • The visualization loads based on your selected criteria.

Prompts properties

Property	Description
Filter Method	Choose how to filter the list of values displayed for a specific field. The available methods are: Anywhere – Includes values that contain the specified string anywhere. Starting With – Includes values that start with the specified string. Exact Value – Includes values that exactly match the specified string. Use wildcards – Includes values that match the filter criteria using % (any sequence of characters) or _ (a single character).
Filter for	Enter a value to use as a filter criterion.
Table list	View the distinct values for the selected field, used to filter the data before opening the visualization.
Confirm	Apply the values set in the prompt dialog, filtering the data displayed in the visualization accordingly.

tip

Hold down the Ctrl key and click multiple filter values in the list to select more than one for filtering.