Microsoft Office Tutorials and References
In Depth Information
When creating a filter, there are two primary considerations: the type of filter and the display method to be used.
The types of filters available are
• Custom Table: This filter connects to a tabular data source to retrieve a list of options from
• MDX Query: This filter evaluates an MDX query against an OLAP data source to produce
a set of members to serve as options in the filter control.
• Member Selection: This filter takes its options directly from a dimension in an OLAP data
source, which can be either all members or a subset of the members in the dimension.
• Named Set: This filter uses an SSAS named set (that is, an MDX expression) to evaluate which
members to include. Note that SQL Server 2008 introduced the concept of “dynamic” named
sets that are context-aware, which can make them very powerful in this context. For more
information on SSAS named sets, see msdn.microsoft.com/en-us/library/ms166594.aspx .
• Time Intelligence: This filter uses time dimensions in a way that lets users make time-based
selections, such as “year-to-date,” “last six months,” or “last year.” The developer specifies
formulas that select a subset of the time dimension’s members to include in the calculation.
• Time Intelligence (Connection Formula): This variation on the Time Intelligence filter
allows the user to select a single “current date.” When connected to a dashboard, this date is
evaluated against a date formula to create a dynamic time period based on that date. The user
can therefore specify, for example, “5/11/2013” and generate a report on the six months of
data prior to that date.
Once the type of filter has been selected, it can be displayed in three different ways:
• List: The filter options are presented in a drop-down list control as a flat list from which only
one item can be selected.
• Tree: This form displays a hierarchical tree of members from which one option can be
• Multi-Select Tree: This control, shown in Figure 6-7 , also displays a tree but allows the user
to select an arbitrary set of members from the tree.
When a filter is placed on a dashboard, it is not just a user-interface control that controls the data displayed
on that page. The selections made are written to PerformancePoint’s database for later use. If the user returns to
that page days later, that selection will still exist. The number of days the selection is retained can be configured in
SharePoint Central Administration. See “Setting Up PerformancePoint Services” later in this chapter. Because the filter
is part of the dashboard, not just the page, that same filter selection will also be transferred to any other page that is
part of the same dashboard. Therefore, if a selection is made on one page and then the user navigates to another page
on the same dashboard, all of the filter selections made on the previous page apply to the new page as well.
A PerformancePoint scorecard, shown in Figure 6-8 , is used to display a set of key performance indicator metrics.
You can configure the KPIs to display differently depending on what you need the scorecard to reflect. For example,
the designer might choose to use a background color for a KPI cell instead of displaying the indicator image.
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