Skip to main content

Prompt / Quick Prompt

Prompt and Quick Prompt both help you select values from a dimension and apply them as filters in your formulas or extractions. Only dimensions that have a prompt defined in the data model will appear in either dialog.

The key difference is how many values you can select and how much context you see before choosing.

Tool comparison​

ToolDescription
PromptOpens a full dialog where you can browse, search, sort, and select multiple values at once. Ideal when you need context (codes, descriptions, attributes) before choosing.
Quick PromptA lightweight picker that lets you quickly insert a single value from a dimension. Designed for speed when you already know what you’re looking for.

When to use prompts​

  • Filtering data for a specific item: Pick a single value such as a salesperson, customer, or product.
  • Comparing multiple values: Select several dimension values to analyze side by side.
  • Avoiding manual entry: Insert values directly without typing them into formulas.
  • Working with long value lists: Use search, filter, and sort tools to find the right items.
  • Viewing details before selecting: See additional fields (codes, descriptions, attributes) to ensure you pick the correct value.

Apply filters with prompt tools​

Select multiple values with Prompt​

  1. In the Add-ins tab, select Prompt.
  2. In the dialog, select the reference pointing to the data model where the prompt is defined. Dimensions with prompts appear in a list.
  3. Select the dimension you want to filter by.
  4. Select Ok to load the available values.
  5. In the Available list:
    • Use Add Highlighted or Add All to move values to the Selected list.
    • Use Remove Highlighted or Remove All to move values back.
    • Use Sort, Search, or Filter tools to find specific values.
  6. Select Ok to close the dialog. The selected values are inserted as a comma‑separated list into the active cell.
  7. When reopening Prompt for the same cell, your previous selections appear automatically for easy updating.

Insert a single value with Quick Prompt​

  1. In the Add-ins tab, select Quick Prompt.
  2. In the dialog, select the reference pointing to the data model where the prompt is defined. Dimensions with prompts appear in a list.
  3. Select the dimension you want to filter by.
  4. Select the value you want to use.
    • Use Sort, Search, or Filter tools to find specific values.
  5. Select Ok to close the dialog. The selected value is inserted into the active cell.
  6. When reopening Quick Prompt for the same cell, the dialog displays the current value so you can update it as needed.