locked
PerformancePoint 2007 dashboard - date filter & report output? RRS feed

  • Question

  • Hi, I have PerformancePoint 2007 dashboard with 4 zones (line chart reports & scorecard).

    I would like to create filter i.e. MonthFilter with values like January-2010, Febuary-2010, ... for last 3 years (default should be last month).
    Now in my line chart report, I have Profit% against last 12 months. But I would like have line chart output for last 12 month depending on that MonthFilter (i.e. if user select August-2010 in MonthFilter then my line chart month-range should be from July-2009 to August-2010)

    Any step-by-step guideline how to create MonthFilter and make dependcy of linechart report for last-12month please....? Thank You...

    Monday, January 10, 2011 12:14 AM

Answers

  • One simple way of doing this is:

    1. Select 'Edit Filter Link' from the report filter link OR When you link link filter to report press 'Filter Link Formula'

    2. Paste this: <<SourceValue>>.LAG(12):<<SourceValue>>

    Colon (:) is use to create range like FromDate - ToDate and LAG is MDX member function to set the month passed back to provide numeric value.

    Assuming your month filter is up and running and the report is expecting month you should see a line chart starting from past 12 months to the month use has selected.

    Hope it helps.


    http://dailyitsolutions.blogspot.com/
    Monday, January 10, 2011 9:57 AM
  • Follow this article on how to create a analytical chart in PerformancePoint Dashboard Designer:

    http://office.microsoft.com/en-us/performancepoint-server/create-an-analytic-chart-by-using-dashboard-designer-HA010241106.aspx

    After you have created a chart. Create a filter based on your DimDate dimension.

    In you dashboard designer's dashboard canvas follow the steps i mentioned to link and create a chart starting from selected month to selected month -12.


    http://dailyitsolutions.blogspot.com/
    Thursday, January 13, 2011 7:38 AM

All replies

  • One simple way of doing this is:

    1. Select 'Edit Filter Link' from the report filter link OR When you link link filter to report press 'Filter Link Formula'

    2. Paste this: <<SourceValue>>.LAG(12):<<SourceValue>>

    Colon (:) is use to create range like FromDate - ToDate and LAG is MDX member function to set the month passed back to provide numeric value.

    Assuming your month filter is up and running and the report is expecting month you should see a line chart starting from past 12 months to the month use has selected.

    Hope it helps.


    http://dailyitsolutions.blogspot.com/
    Monday, January 10, 2011 9:57 AM
  • Hi,

    Below is my SSAS dimension and measure.

    DimDate.FiscalMonth
    DimAccount.AccountNumber
    [Measure].[Profit %]

    how can I create filter & line chart month dependency (<<SourceValue>>.LAG(12):<<SourceValue>>) ? Thanks.

    Thursday, January 13, 2011 2:52 AM
  • Follow this article on how to create a analytical chart in PerformancePoint Dashboard Designer:

    http://office.microsoft.com/en-us/performancepoint-server/create-an-analytic-chart-by-using-dashboard-designer-HA010241106.aspx

    After you have created a chart. Create a filter based on your DimDate dimension.

    In you dashboard designer's dashboard canvas follow the steps i mentioned to link and create a chart starting from selected month to selected month -12.


    http://dailyitsolutions.blogspot.com/
    Thursday, January 13, 2011 7:38 AM
  • Umair,

    Is there a way to add conditional logic based on the <<SourceValue>> ? For example, depending on what level in the hierarchy the user is selecting from the parameter, I want to change the .LAG(12) value. IF they select week, LAG(52), if they select year, LAG(1) etc.

    Thoughts?

    Thank you.

    Brian

    Tuesday, April 12, 2011 8:58 PM
  • Yes, all MDX conditional syntax would work with <<SourceValue>>. Point to remember is that <<SourceValue>> signifies a member value for a dimension like [Dim].[Hierarchy].[Level].&[value]

    Perhaps in your case it would be something like:

    IIF( <<SourceValue>>.LEVEL.NAME = "Year", <<SourceValue>>.LAG(1):<<SourceValue>>,  <<SourceValue>>.LAG(52):<<SourceValue>> )

    If you have more levels in your hierarchy then you might want to add a nested IIF to check level for week as well.

    Hope it helps.

     

     


    http://dailyitsolutions.blogspot.com/
    Wednesday, April 13, 2011 8:22 AM