Configure time and aggregation settings


 Note   This topic contains information about how to configure settings for a data source. It does not contain information about how to create or calculate Time Intelligence (TI) formulas. For information about how to use TI in a filter, see Create a filter that uses Time Intelligence. For information about TI expressions, see About syntax for Time Intelligence expressions.


When you create a data source in PerformancePoint Dashboard Designer, you can configure settings for time and aggregation in the data source. In this manner, you enable scorecard and dashboard elements to use Time Intelligence with the data source. Time Intelligence (TI) refers to a collection of enhancements that are built into PerformancePoint Monitoring Server and Dashboard Designer.

TI enables you to create reports that use relative time, such as "the most recent 6 months." When you use TI, Monitoring Server recalculates the report automatically whenever the current date changes.

By configuring time and aggregation settings, you can map the individual time representation of separate data sources into a Master Time Dimension. Monitoring Server uses the Master Time Dimension to create a single, unified calendar that is used by all the elements of the dashboard.

You can use the Master Time Dimension to combine data from different data sources. For example, you can create a report that uses revenue data from a multidimensional data source and then combine that information with budget data from an Excel spreadsheet.

 Important   To enable interaction between different data sources for time intelligence, you must configure settings for time in the context of each data source that you want to use.

What do you want to do?


Configure time and aggregation for a multidimensional data source

You can map hierarchies from several different multidimensional cubes to the Master Time Dimension. However, you can map only one time hierarchy for each data source. To map more than one time hierarchy from a single cube, you must create separate data sources for each dimension that you want to map.

  1. In the Workspace Browser, expand Data Sources. Then double-click the name of the data source that you want to configure for TI.
  2. In center Workspace pane, click the Time tab.
  3. In the Reference Data Mapping pane, click the Time Dimension drop-down list and then select the source Time dimension that you want to map to the Master Time Dimension.
  4. In the Reference Member section, take the following steps:
    1. Click Browse to select a member. The Member Selection dialog box displays the members of the Time dimension that you selected in step 3.
    2. From the Hierarchy level drop-down list, enter the hierarchy level that corresponds to the member that you selected in step 4-a.
      This value must be one of the following: Year, Semester, Quarter, Month, Week, Day, Hour, Minute, or Second.
  5. Enter a Reference Date that indicates an actual time period that the Reference Member will represent.

Show  Find out more about the Reference Member and the Reference Date

When you configure these settings, you specify a Time member called the Reference Member and an actual date called the Reference Date.

Monitoring Server uses these settings as the basis for time operations. For example, the Reference Member sets the level of detail for aggregation. In addition, Monitoring Server uses the Reference Date to associate the Reference Member to the Gregorian calendar.

  1. In the Time Aggregation grid, select the time period level for which you want Monitoring Server to calculate aggregation for the indicated member.

 Note   Only Time dimension members that have been mapped to the Master Time Dimension are available for aggregation settings.

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Configure settings for time and aggregation for a tabular data source

Monitoring Server creates the Master Time Dimension from tabular data sources dynamically. It sets the value of the current period relative to the system time on the Monitoring Server plus or minus a user-specified lag.

  1. In the Workspace Browser, expand Data Sources. Then double-click the name of the tabular data source that you want to configure for TI.
  2. In the center pane in the workspace, click the Time tab.
  3. In the Master column, select the check box for the Time dimension that you want Monitoring Server to use as the Master Time Dimension for TI.

 Note   The Time Dimension column lists names of data source columns that have a Column Type: property of Time Dimension. For information about Column Type, see Configure data column properties.

  1. In the Time Period Levels pane, select the time periods that you want TI to use for aggregation, such as Year, Month, Week, Day, and so on.
  2. From the Fiscal Start Month drop-down list, select the month that you want to use as the starting month for your fiscal calendar.

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Configure settings for time and aggregation for an ODBC data source

Monitoring Server creates the Master Time Dimension from ODBC data sources dynamically. It sets the value of the current period relative to the system time on the Monitoring Server plus or minus a user-specified lag.

  1. In the Workspace Browser, expand Data Sources. Then double-click the name of the ODBC data source that you want to configure for TI.
  2. In the center pane in the workspace, click the Time tab.
  3. In the Master column, select the check box for the Time dimension that you want Monitoring Server to use as the Master Time Dimension for TI.

 Note   The Time Dimension column lists names of data source columns that have a Column Type: property of Time Dimension. For information about Column Type, see Configure data column properties.

  1. In the Time Period Levels pane, select the time periods that you want TI to use for aggregation, such as Year, Month, Week, Day, and so on.
  2. From the Fiscal Start Month drop-down list, select the month that you want to use as the starting month for your fiscal calendar.

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Where to find more information

The procedures that are presented in this topic are part of the process that is required to create and configure a data source in Dashboard Designer. The following list contains links to more information about creating and configuring a data source.


See all steps that are required to create a data source

Configure general properties for a data source

Configure a connection for a data source

Configure data column properties


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