Tuesday, July 28, 2009

Creating a Date Range Prompt in Web Report Studio

Getting a date prompt that filters on a range of dates requires an Information Map with a date variable that exists twice on the Information Map, two different prompts, and application of both within a Web Report Studio Report. Included are steps to get this to work.
  1. Within Information Map Studio select the data and select the ‘Date’ variable twice (since a prompted filter can only be applied to one value at a time).
  2. Rename the second ‘Date’ variable & don’t utilize in subsequent Web Report Studio Reports.
  3. Create a New Filter for ‘Start Range’ and select the first Date Variable
  4. Click ‘Create Prompt’
  5. Do steps 4 & 5 above for ‘End’ date, but select the ‘Data Item’ called ‘Date-Copy’ and ‘Is before or equal to’ condition
  6. Save the Information Map
  7. Go to Web Report Studio
  8. At the Select Data Screen, choose both the Date & Date-Copy data elements
  9. Apply the Start Range prompted filter to Date and End Range prompted filter to Date-Copy
  10. On the report table, move the ‘Date-Copy’ to hidden.
  11. Now click ‘View Report’, the returned prompt allows the user to enter in Date Values (in m/d/y format) to query the start & end range of values in the data table.