Transaction Services - Configure Transactions

Configure Transactions in MSTR Web

Transaction Services-enabled document displayed on an iPhone, iPad, or Android device can allow users to insert/update/delete data in to the database, using the options in the Configure Transactions Editor.

To do so, you must link a Transaction Services report to a grid or to text fields in a panel stack. If the document is being displayed on an iOS device, you can link the report to the cells of a transaction table.

Data from the input objects defined in the Transaction Services report is displayed in the grid, text fields, or cells for users to edit.

Prerequisites:

      Ø  You must have the Web Configure Transaction privilege assigned by MSTR user admin.

Ø  Create the Transaction Services report (usually a grid report) you want to link to the grid, text fields, or transaction table cells. Make sure that the Transaction Services report must contain the input object for each value you want to allow users to change. 

Ø  Make sure that the document has been created  with one of the following:

ü  A Grid/Graph that contains a separate attribute form or metric to link to each input object on the Transaction Services report that you want to make editable to the user. Each attribute form you want to link to an input object must be visible in the Grid/Graph. The Grid/Graph should be displayed in Grid View. 

ü  A panel stack that contains a text field to link to each input object on the Transaction Services report. 

ü  A transaction table for display on iOS devices with MicroStrategy Mobile. .

Open the document which has already been created with the grid in it. Right-click the Grid/Graph, transaction table, or any of the text fields in the panel stack, then select Configure Transaction. Navigate to and select a Transaction Services report, then click OK. The Configure Transactions Editor opens.

The following options are available:

Ø  Transaction Mapping options

Ø  Local Transaction options

Transaction Mapping options

Ø  Transaction Report: The name of the Transaction Services report you selected is displayed in the field. To select a different report, click Browse (...) , then navigate to and select the transaction report.

Ø  Input Properties: You can determine how the control used to display each input object is displayed using the Input Properties. The options are:

ü  Transaction Input: The name of each input object in the Transaction Services report is automatically displayed in the Transaction Input column.

ü  Grid Object: Select the attribute form or metric you want to link to the input object. Each input object must be linked to a separate attribute form or metric. This option is only available for Grid/Graphs.

ü  Field: Select the text field you want to link to the input object. Each input object must be linked to a separate text field. This option is only available for text fields.

ü  Editable: Determine whether the user can modify the value displayed in the control.

ü  Control Style: Determine the type of input object control to display, such as a Text Box or Slider. This option is only available if the Editable check box is selected. Click the Control Properties icon to display the Control Properties, then select the appropriate formatting options for the control. The control style determines which formatting options are available. 

Ø  Automatically recalculate values after data change: Determine whether to automatically recalculate subtotals and derived metrics when a user finishes editing a value in a grid linked to a Transaction Services report. This option is available for grids. 

Ø  Mark rows for selection (tabular grid only): Determine whether to display a check box beside each row of data in a grid, to allow the user to choose which values to use to update their data. This option is available for grids.

Ø  Flag cells/fields with modified data: Determine whether to display a flag marker next to any input object control that contains a value the user has modified.

Ø  Submit unchanged record: When a user chooses to submit his changes to the data, there may be input object controls in which he has made no changes. Determine whether to include data only from input object controls in which the user has made changes. This option is available for grids.

Ø  Allow submission without modification: Determine whether to allow users to submit their data without making changes in the input object controls displayed in the document. This option is available for text fields and transaction table cells.

Local Transaction options

Local Transaction options has been introduced in the version 10.4 onwards. Which enables the users to perform transactions such as insert/update/delete when the device is not connected to the internet/network(particularly in offline mode)

This feature will store all the offline transactions and it will perform those transactions once the device it connected to the network and without any user intervention.

Ø  Target dataset: Click the Browse icon (...) to select a dataset to update when offline transactions are performed. The Select Transaction dialog box opens. Navigate to and select the dataset, then click OK.

Ø  Dataset Object: Double-click dataset objects in the list to add them to the CSI statement used to perform offline transactions.

Ø  Field/Grid Object: Double-click fields or grid objects in the list to add them to the CSI statement used to perform offline transactions.

Ø  CSI statement manipulation: Determine whether to Update, Insert, or Delete data.

Click OK to save your changes.