Overriding a Selection Step With a Column Prompt

Use the following procedure to create a selection step with a column prompt override. You can override a selection step with either a dashboard or an analysis prompt. The following list provides examples of overriding selection steps with prompts when the user selects groups or column members:

One or more groups, such as My Regions and My Cities, can override a selection step only of the Add type.
One or more members, such as Central and Eastern, can override a selection step of any type.
One or more groups and one or more members, such as My Regions and Central, can override a selection step of any type. However, groups are ignored and members are supported.

For more information about using a column prompt to override a selection step, see the following topics:

To create or edit a column prompt to override a selection step:

To create an analysis with selection steps, either create an analysis or access an existing analysis to which you want to add selection steps. The Analysis Editor is displayed.

For more information about creating an analysis, see "Specifying the Criteria for Analyses".
After you have specified the columns for the analysis, navigate to the Selection Steps pane and specify the selection steps for the analysis.

For information about specifying selection steps, see "Working with Selections of Data".
Determine which selection step you want to override with a column prompt and click its Edit button. The New Member Step dialog is displayed.

Select the Override with prompt box. Click OK and save the analysis.

Note:

The Override with prompt box is not available in certain circumstances. It is unavailable for a rank template (for example, is ranked first or is ranked last) within a conditional selection step. It is also unavailable for a match template for a hierarchical column.

If needed, create either a named or inline prompt. For information, see "Creating a Column Prompt".