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PerformancePoint DRILLTROUGH opening Excel Ad-Hoc Pivot Table RRS feed

  • Question

  • Hy Guys,

    We are starting a complex BI Project and we have decided to use Microsoft Technology to accomplish our goals, however there is a functionality which is extremely important to us and we need your help to know if anyone as accomplished this.

    So, the question to all of you is:

    When we are drilling an analytic chart in PPS and get to the point where we have to "Show details" to see the rest of our underling fact data, what actually happens is that PPS opens a new window "report" with the fact data. This window has the additional option to export data to excel.

    What we really need is: when we click in "show details", the client excel is opened in pivot table ad-hoc format with the mdx query we were using in PPS already parsed....

    Why do we need this? Because when we get to see the fact data we might want to do an ad-hoc analysis with that data and we don’t want to open excel, do all the filters (already done in PPS) all over again to begin working with the data of interest

    Hoping for a miracle from you guys

    Thanks alout,

    Pedro Ramôa

     

     

    Thursday, October 21, 2010 9:14 AM

All replies

  • Hy Guys,

    We are starting a complex BI Project and we have decided to use Microsoft Technology to accomplish our goals, however there is a functionality which is extremely important to us and we need your help to know if anyone as accomplished this.

    So, the question to all of you is:

    When we are drilling an analytic chart in PPS and get to the point where we have to "Show details" to see the rest of our underling fact data, what actually happens is that PPS opens a new window "report" with the fact data. This window has the additional option to export data to excel.

    What we really need is: when we click in "show details", the client excel is opened in pivot table ad-hoc format with the mdx query we were using in PPS already parsed....

    Why do we need this? Because when we get to see the fact data we might want to do an ad-hoc analysis with that data and we don’t want to open excel, do all the filters (already done in PPS) all over again to begin working with the data of interest

    Hoping for a miracle from you guys

    Thanks alout,

    Pedro Ramôa

     

     

     

    • Moved by Mike Walsh FIN Thursday, October 21, 2010 11:39 AM PPS q (From:SharePoint - Business Intelligence (pre-SharePoint 2010))
    • Moved by Heidi Tr - MSFT Monday, October 25, 2010 4:45 PM wrong queue (From:Planning)
    • Merged by Heidi Tr - MSFT Monday, October 25, 2010 5:32 PM duplicate
    Thursday, October 21, 2010 8:49 AM
  • Pedro,

    This forum is for PPS Planning.  I believe you will get a better response if you re-post this in the following forum.

    http://social.technet.microsoft.com/Forums/en-US/ppsmonitoringandanalytics/threads

    Thanks

    Rob


    Rob Iversen MSX Group http://MSXGroup.com Rob.Iversen@MSXGroup.com
    Thursday, October 21, 2010 11:49 AM
  • Hi Pedro,

    Have you tried an Analysis Services Drill Through Action? These are defined in SSAS and exposed in PerformancePoint via the "Additonal Actions" menu. You can define which columns (Measures and Dimension Attributes) to appear in the drill through, and when opened, you can export the results to Excel for further analysis.

    Hope this helps.


    Rod Colledge, SQL Server MVP | www.rodcolledge.com | www.sqlcrunch.com
    Thursday, October 21, 2010 12:44 PM
  • Is there a reason you would need to go to Excel at this point? Why not just change the view from a Chart to a Grid and do the analysis right in
    PerformancePoint? They can eventually use the Show Details option or use Additional Actions like Rod stated, but they can do the ad-hoc analysis right in
    PerformancePoint.

    Dan English's BI Blog
    Friday, October 22, 2010 11:25 AM