Microsoft Office Tutorials and References
In Depth Information
Chapter 12: Business Intelligence Solutions
Each filter Web Part provides a different mechanism for selecting a value or values. You can then apply
the values to other Web Parts on the same page using the part-to-part communication infrastructure.
On the other end, you must have a Web Part that can consume the values and apply them to the view or
report, for example. The EWA Web Part can consume values from filter Web Parts. It lets you apply these
values into workbook parameters, which in turn, change the values in the workbook. Using filter parts
in conjunction with workbook parameters opens up many interesting scenarios.
In addition to Excel Web Access, a number of out-of-the-box Web Parts can consume filters. The KPI Web
Part is one of these filters, which you explore in the “Working with SQL Server Analysis” section, later in
this chapter.
There are two types of filter Web Parts: those that require the end user to select a value or values, and
those for which a value is automatically set. The following filter Web Parts are shipped with Office
SharePoint Server and require the end user to manually pick a value:
Text filter — An edit box is provided where users type in text.
Choice filter — A list of values to pick from.
Date filter — The end user enters a date manually or with the calendar control.
SharePoint List filter — The end user picks a value from a column in a SharePoint List.
Business Data Catalog filter — Pick a value from a Business Data Catalog entity.
SQL Server 2005 Analysis Services filter — Pick a value from an Analysis Services dimension.
The following filters are applied automatically:
Current user filter — Provides the current user login name or a value from the SharePoint profile.
Page field filter — Provides the value from a column in the SharePoint list that contains the page.
Query string (URL) filter — Passes values from the query string on the URL.
You can place filter parts anywhere on the dashboard page, but there is also a special filter zone setup
for them. It is in the navigation panel on the left-hand side of the page. You use this zone in the next Try
It Out.
Filters require that you either include an Apply Filters control on the page or define the filter to be applied
automatically. You should use the first method if you want to have a number of filters and let the user
change more than one of them prior to having them applied and the page refresh. You can also save the
current filter values as defaults. This lets you return to a dashboard page and have it prefiltered.
You can choose to hide filters, but still have them apply to the page. This is especially useful if you employ
filters that are automatically set. For example, you can use the Current User Filter to automatically set a
dashboard to filter to values for the current user. By hiding this filter Web Part, you guarantee that the user
can’t change the filter.
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