Prompts

Using Prompts is a powerful way of filtering and selecting specific subsets of data, which will assist the user in accessing a list of all customers; displayed by Customer Code and Customer Name.

To get access:

1. Right-click over a Dimension and select Show Prompts.
   
2. If predefined Prompts are defined a new window will open:
   
3. Select a customer by clicking on his line (the line will turn blue when the selection is active).
4. Click on Confirm to view only the corresponding data for that particular customer.

Filter Method:

Determines how the value in the Filter is applied.

The available options are: Starting with, Anywhere, Exact Value and Use Wild Cards.

Filter For:

Allows you to filter the Prompt List to display only rows with specified values.

Tip

Data for more than one customer can be selected and viewed simultaneously by holding down the Ctrl key and clicking on specified customers.

Example

After selecting a few companies, only those companies will appear in the Worksheet.

Note

Prompts can be set for any column in the Data Model definition. Prompts will not show up if the Design Data Model is not defined first.

It is also possible to configure the Data Model to automatically display the Prompt window before loading the whole set of data. In addition, the Prompt window offers sorting and search tools to help quickly locate values in the list.

Prompts retrieve data from the Master Tables.

Tip

It is possible to sort the list by clicking on a column header (example: Customer Name).

To retrieve a list: erase the Filter for the chosen cells and click on Enter.