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Show Prompts

Prompts are a powerful way to filter and select specific subsets of data. They help users access lists, such as all customers by Customer Code and Customer Name, to make precise selections. Prompts can be set for any column in the data model definition. Prompts will not appear unless the Data Model Designer has defined them.

You can also configure the data model to automatically display the Prompt dialog before loading all data. It offers sorting and search tools to help you work efficiently with large lists. Prompts retrieve data directly from the master tables, ensuring up-to-date selection options.

When to use the Show Prompts​

  • Improving filtering accuracy: Apply precise filters before loading or analyzing the full dataset.
  • Selecting specific items from large lists: Quickly locate and filter data such as customers, products, or accounts in extensive datasets.

Add a prompt​

  1. Right-click a dimension and select Show Prompts. The Prompt dialog opens.
  2. From the Filter Method dropdown, choose how to match values:
    • 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).
  3. Select the value(s) from the list. To select multiple values, hold Ctrl and click each one.
  4. (Optional) Use Filter for to narrow the list before selecting values.
  5. Click Confirm.
    The view updates automatically, and the filter appears in the Filters bar.