MicroStrategy Mobile Design and Administration Guide

Mobile Design and Administration Guide Designing Reports and Documents for iOS and Android Devices 1
Creating documents that use Transaction Services to update
your data warehouse
You can create documents for iOS and Android devices that allow users to
change values in grids, and then write those changes to your data warehouse.
This feature is available when you install the Transaction Services product.
For an introduction to Transaction Services, see the MicroStrategy
Advanced Reporting Guide.
Prerequisites
• You must have the Transaction Services product.
• You must have the Web Configure Transaction privilege.
Overview
The following is a high-level overview of the tasks you need to perform to
create a document that uses Transaction Services. Each high-level step
describes where to find specific instructions for designing
transaction-enabled documents:
• In Desktop, create a Transaction Services report using the Freeform SQL
Editor. For instructions, see the MicroStrategy Advanced Reporting
Guide.
• In MicroStrategy Web, create a dataset report that includes the attributes
and metrics you added to the Transaction Services report above. For
instructions, see the Document Creation Guide.
• In MicroStrategy Web, create a document for mobile devices that uses the
above dataset report, and link it to the Transaction Services report you
created above. For instructions, see the Document Creation Guide.
The values in documents you create using the above procedure can only be
edited by users who have the Execute Transaction privilege.
Allowing users to filter data: prompts
A prompt is a question that the system presents to a user when a report is
executed. The user’s answer determines the data that is returned by the
report. Specific prompts can be added to a report for use on a mobile device
© 2012 MicroStrategy, Inc. Allowing users to filter data: prompts 25