Working with Prompts
Note: See Toolbars and Icons for a legend of icons in Analytics.
Prompts allow you as a user to fill in almost any part of the report definition, such as the filter or template, at the time of report execution.
An indication of whether the prompt is required or optional appears in each prompt title bar and in the prompt index section when there is more than one prompt in a report. If a report contains a required prompt, you must answer the prompt before you can execute the report. A warning message appears when one or more required prompts are not answered. It is not necessary to answer optional prompts to execute a report.
Prompt display
A Back to Top icon appears in the top right corner of each prompt. You can click this icon to return to the top of the page.
A prompt index is located to the left of the prompts. Each prompt is numbered, showing you how many prompts there are in that particular report. Clicking on the prompt number icon will bring you to that specific prompt. In the prompt index, you will also find the prompt summary icon. To learn more about this feature, refer to Prompt summary below.
When you run a report that contains a prompt, the prompt is displayed with the default answers pre-selected.
If there is a default answer, you can do one of the following:
- Accept the default answer.
- Add more criteria to the default answer.
- Deselect all the default answers and make your own prompt selections.
Some default answers for attribute qualification, metric qualification, and hierarchical attribute qualification prompts that were created in CCC ONE® Analytics are not supported in CCC ONE® Analytics. In these cases, "(default)" is displayed as the pre-selected prompt answer. You can see what the default answer is by looking in the box directly below the prompt.
If you click Execute Report when "(default)" is displayed (or selected), the report runs with the default answer. If you choose to add new prompt answers, the new answers overwrite the "(default)" answer completely; the returned report contains your prompt selections and not the default prompt criteria.
You can access the prompt summary by clicking the Summary of your selections icon on the prompt index (to the left of the prompt). The prompt summary displays all the prompts on one page, indicating which prompt(s) are required and which are optional. If there are default answers to a prompt, the default answers will be displayed along with that prompt. As you answer the prompts in a report, the prompt summary will be updated; therefore your most current prompt answer sets will be displayed.
You can execute the prompted report or cancel the prompt from the summary page. Prompt validation is enforced on the prompt page, and will also be imposed on the prompt summary page.
You can visit the prompt summary page as many times as you want during the time you are answering the prompt(s).
You can re-answer prompts for reports using the Re-prompt function, available only with reports that contain prompts.
To re-prompt a report, click the Re-prompt icon at the top of the page.
There is a Cancel button on the prompt page (located at the bottom right of the page). If you click Cancel when you run the prompt report for the first time, you are returned to the previous folder page. If you click Cancel after re-prompting, you are returned to the previous report page. The Cancel button on the Prompt Summary page works in the same way.
CCC ONE® Analytics provides incremental fetch functionality in prompts: long lists of attribute elements or objects within a prompt are returned in chunks rather than the complete list all at once. The user can then fetch the next set of prompt data by clicking the arrows below the list box. Counts of the attribute elements or objects are displayed, to keep the user informed of the size of the full list.
CCC ONE® Analytics provides a search field for certain prompts. This search field is located right above the cart.
The following rules apply to searching in object prompts:
- Sometimes, CCC ONE® Analytics does not display the search field. This means that there is already a search object in the prompt, and the prompt selection list is already filtered.
- Case sensitivity can be altered by checking on the Match Case check box besides the search bar.
- For object prompts of cart with hierarchical browsing style, when you enter search criteria, CCC ONE® Analytics searches recursively under the current folder, and returns all matched objects in the current folder and all subfolders under it (much like a search within a normal cart style).
- After performing a search in cart with hierarchical browsing style, the hierarchical capability is disabled (browsing up and down the folders using the gray arrows does not bring back subfolder contents). To return to the hierarchical browsing mode, you must empty the search field and click the search icon.
The following rules apply to searching on element and hierarchical attribute prompts:
To search with case-sensitivity, select the Match case check box. This works only if your system (warehouse database) supports this feature. If it is not supported, you can still select the check box, but the search will not be case sensitive.
Note: Some attributes/hierarchies contain all upper-case characters.
- There is no search capability for attributes with the date or time data type.
- If you enter a text string that does not include wildcards, Insurance Reporting uses the like operator and adds wildcards at the beginning and the end.
The examples that follow assume that attribute Name has two display (browse) forms: First and Last (which refer to First name and Last name respectively).
- A text string that does not include wildcards has wildcards added at the beginning and the end.
- User Input: aaa
- Filter: First Name like "*aaa*" or Last Name like "*aaa*"
Any text that is included inside of double-quotes is treated as a literal comparison. For example:
- User Input: "aaa"
- Filter: First Name = "aaa" or Last Name = "aaa"
If you include wildcards, then CCC ONE® Analytics does not add any. For example:
- User Input: aaa*
- Filter: First Name like "aaa*" or Last Name like "aaa*"
- User Input: a*aa
- Filter: First Name like "a*aa" or Last Name like "a*aa"
A blank space, a comma, or the word OR indicates a logical OR between two conditions. An OR is placed in between multiple forms.
- User Input: aaa* *bbb User Input: aaa*,*bbb User Input: aaa* OR *bbb
- Filter: (First Name like "aaa*" or Last Name like "aaa*") OR (First Name like "*bbb" or Last Name like "*bbb")
A pipe symbol (|) or the word AND indicates a logical AND between two conditions. An AND is placed between multiple forms.
- User Input: "aaa"|"bbb" User Input: "aaa" AND "bbb"
- Filter: (First Name = "aaa" or Last Name = "aaa") AND (First Name = "bbb" or Last Name = "bbb")
- A form name (not case-sensitive) followed by a colon can be used to search on a specific form.
- User Input: Last:aaa
- Filter: Last Name like "*aaa*"
- User Input: First:aaa OR Last:bbb OR ccc
- Filter: (First Name like "*aaa*") or (Last Name like "*bbb*") or (First Name like "*ccc*" or Last Name like "*ccc*")
Operators for Qualification Prompts
CCC ONE® Analytics supports the following operators for attribute qualification prompts:
- Equals
- Does not equal
- Greater than
- Greater than or equal to
- Less than
- Less than or equal to
- Between
- Not between
- Contains
- Does not contain
- Begins with
- Does not begin with
- Ends with
- Does not end with
- Like
- Not Like
- Is Null
- Is Not Null
- In
- Not In
Note: Any number you enter is regarded as the percentage, so 0.5 becomes 0.5%, not 50%.
Hierarchical Browsing Style for Object Prompts
One style for object prompts is a cart with hierarchical browsing. This style provides the capability to browse objects using the folder structures throughout the project, within an object prompt that has been created with this style in CCC ONE® Analytics . Hierarchical browsing style gives you the ability to start from a folder specified by the prompt designer and browse through each subfolder; only objects that match the search criteria specified by the prompt designer are displayed. CCC ONE® Analytics also displays folder navigation information as you browse through the folder structure.
When you enter search criteria, CCC ONE® Analytics searches recursively under the current folder and returns all matched objects in the current folder and all its subfolders (much like a search within a normal cart style). Search is not available for all object prompts with this style; the prompt designer decides whether or not search will be an option when creating the prompt in CCC ONE® Analytics.
After you perform a search in an object prompt with this style, the hierarchical capability is disabled; browsing through the folders does not bring back subfolder contents. To return to the hierarchical browsing mode, you must clear the search field and click the Search icon.
