Create a filter by using a Time Intelligence template in Dashboard Designer

 Note   Before you begin, make sure that you have already created a dashboard, and that the data source you want to use for your filter is configured to work with Time Intelligence. For more information, see Configure time and aggregation settings.

In PerformancePoint Dashboard Designer, you can create filters that make it easy for dashboard users to view specific information of interest to them. For example, you can create a Years filter that dashboard consumers can use to view information that is specific to one or more years.

When you create dashboard filters that you want to link to one or more reports in your dashboard, you typically begin by using the Create a Filter wizard. Use the wizard to select one of several templates, which vary by the method and the data source that you use to create your filter.

Select the Time Intelligence or Time Intelligence Post Formula templates to create time-dynamic filters for your dashboards. When you create filters that use Time Intelligence, you do not have to edit your filter each time a particular time period passes. For example, you can create a filter to display information that was generated over the last 'n' number of months, where 'n' is whole number. As months go by, your dashboard filter remains current, because it contains a list of months that are relative to the current date.

What do you want to do?


Select a Time Intelligence filter template

Standard Time Intelligence filters vary slightly from Time Intelligence Post Formula filters in two main ways: their appearance and their behavior.

ShowTime Intelligence filters

A Time Intelligence filter looks like other stand-alone dashboard filters; it is either a list, an expandable tree, or a multi-select expandable tree.

You typically use a Time Intelligence filter to display information in scorecards and reports for one or more periods of time. When you use a Time Intelligence filter, the items that you select are applied uniformly across all the scorecards and reports that are linked to the filter.

For example, suppose that you create a Sales dashboard that contains a variety of scorecards and reports to display sales across different geographical areas and product categories. Suppose further that dashboard users want to view information for specific time periods.

Your solution is to create a Time Intelligence filter that includes items in a list such as "Last 12 Months," "Last 9 Months," "Last 6 Months," and "Last 3 Months." After you deploy your dashboard, users can select a time period on the list to view information for that time period in the scorecards and reports that are linked to your filter.


ShowTime Intelligence Post Formula filters

A Time Intelligence Post Formula filter uses a unique calendar control that is set to the current date by default. (This is the only type of filter in Dashboard Designer that uses a calendar control.) Dashboard consumers can use the calendar control to select a particular date, which is then passed to the scorecards and reports that are linked to the filter.

You typically use a Time Intelligence Post Formula to display information from a particular date forward, or to view information from different time periods simultaneously in the scorecards and reports that are linked to the filter.

For example, suppose that you have created a Sales dashboard that contains a variety of scorecards and reports. One of your reports displays your sales pipeline, which shows pending transactions and amounts, and the other reports display information about closed transactions. As the sales team opens and closes transactions, the sales pipeline amounts vary. Thus, dashboard users want to be able to view information not just for particular periods of time, but also for particular dates. In addition, dashboard users want to view information from different time periods simultaneously, such as years in a scorecard, and months in other reports.

Your solution is to create a Time Intelligence Post Formula filter. By default, the scorecard displays information from the current date forward. To view historical data, dashboard consumers can use the calendar control to select a previous date. Then, the scorecard and other reports refresh to display information from that particular date forward.


The following table summarizes the differences between Time Intelligence and Time Intelligence Post Formula filters.

Select this template     to do this
Time Intelligence
  • Create a filter that dashboard consumers can use to select one or more time periods in a list, tree, or multi-select tree control.
  • Display information for the same time periods in the linked reports and scorecards.
Time Intelligence Post Formula
  • Create a filter that automatically displays values for the current date by default.
  • Display different time periods in your reports and scorecards by using the same filter.
  • Use a calendar control for your filter that dashboard consumers can use to select a specific date.

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Create a filter by using the Time Intelligence template

  1. In Dashboard Designer, click the Home tab, and then click Refresh to refresh the list of elements that are saved to PerformancePoint Monitoring Server.
  2. In the Workspace Browser, click Dashboards. The center pane of the workspace displays two tabs: Server and Workspace. The Server tab lists all the dashboards that you and other dashboard authors have published to Monitoring Server. The Workspace tab lists all the dashboards that you have created or opened in your workspace.

    Click the Workspace tab to view the list of dashboards that are available in your workspace. If the dashboard that you want to edit is not listed, click the Server tab, and then double-click the dashboard to open it in your workspace.
  3. In the center pane of the workspace, click the Filters tab. In the Filters section, click New Filter to open the Select a Dashboard Filter Template dialog box. Click Time Intelligence, and then click OK to open the Create a Filter wizard.
  4. In the Name box, type a name for your filter, and then type any descriptive information about the filter in the Description box. Click Next.
  5. In the Select a Data Source step of the wizard, click Add Data Source to open the Select a Data Source dialog box. Select the data source that you want to use. If you do not see the data source listed, click Refresh to update the list. If you cannot find the data source, click Toggle View to see the available data sources arranged by their folder structure.

 Note   Time Intelligence filters work with any data source, provided that its time and aggregation settings have been configured to work with Time Intelligence. For more information, see Configure time and aggregation settings.

After you select a data source, click Next.

  1. In the Enter Time Formula step of the wizard, specify your formulas and captions:
    1. Click a cell in the Formula column and type a Time Intelligence formula. The formula that you type must use the Simple Time Period Specification (STPS) syntax, which takes the form of Period - n, where "n" represents the number of time periods to include in the formula. For example, you could type "Year - 3" to create a filter that dashboard consumers can use to display information for the last three years. (To learn more about STPS expressions, see About syntax for Time Intelligence expressions.)

 Note   Make sure that the time period that you use in your formula is a singular noun, not a plural noun. For example, type "Month," and not "Months," or "Year," and not "Years." Otherwise, you will see an error message that your formula is invalid.

  1. Click a cell in the Caption column and type a caption for your formula. The caption that you type appears as an item in your filter. For example, if you type your formula as "Month - 6," you might type "Last 6 Months" in the Caption column. In the dashboard, users see "Last 6 Months" as an item that they can select in the filter.
  2. Click Preview to confirm that your formula will work with the data source that you selected for your filter and to see a list of dimension members that are used in your filter.

 Note   If the Members column contains a note that your data source is not configured to work with Time Intelligence, then your filter will not work with that data source. Click Close to close the Time Intelligence Preview dialog box, and then click Cancel to close the Create a Filter wizard. You can either create your filter using a different data source, or configure the data source that you want to use, and then try again. For more information, see Configure time and aggregation settings.

  1. To add another formula, click Add Formula and repeat the process.


After you specify Time Intelligence formulas, click Next.

  1. In the Choose Display Method step of the wizard, select one of the following display options for your filter:
  • List      This filter appears as a simple list in a drop-down menu. When you use this display type, dashboard consumers click an item in the list to specify what information to display.
  • Tree      This filter appears as a list that includes an expandable tree control in a drop-down menu. When you use this display type, dashboard consumers click to expand the tree control, and then they select an individual item or a group of items to apply as a filter.
  • Multi-Select Tree      This filter appears as a list that includes an expandable tree control with check boxes in a drop-down menu. When you use this display type, dashboard consumers click to expand the tree control, and then they select the check boxes for the items that they want to use as a filter.


After you select a display type for your filter, click Finish.

  1. In the Confirmation screen, review the information in the Details pane to verify that your filter was successfully created. Then click Close to close the wizard.
  2. Click the Home tab, and then click Publish All to save your changes to Monitoring Server. You can now add your filter to a dashboard page and link it to reports and scorecards.

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Create a filter by using the Time Intelligence Post Formula template

 Note   When you create a Time Intelligence Post Formula, you do so in two parts. In Part I, you use the wizard to create the basic structure for your filter. In Part II, you link the filter to a report or scorecard and specify a Time Intelligence formula that is specific to the report or scorecard. You must repeat Part II for each report or scorecard that you want to link to your filter. This is because a Time Intelligence Post Formula filter can be used to display different time periods in the scorecards and reports that are linked to it. For example, you can display information in years in a scorecard, and in months in an analytic report.

Part I: Create the basic structure of your Time Intelligence Post Formula filter

  1. In Dashboard Designer, click the Home tab, and then click Refresh to refresh the list of elements that are saved to PerformancePoint Monitoring Server.
  2. In the Workspace Browser, click Dashboards. The center pane of the workspace displays two tabs: Server and Workspace. The Server tab lists all the dashboards that you and other dashboard authors have published to Monitoring Server. The Workspace tab lists all the dashboards that you have created or opened in your workspace.

    Click the Workspace tab to view the list of dashboards that are available in your workspace. If the dashboard that you want to edit is not listed, click the Server tab, and then double-click the dashboard to open it in your workspace.
  3. In the center pane of the workspace, click the Filters tab. In the Filters section, click New Filter. The Select a Dashboard Filter Template dialog box opens. Click Time Intelligence Post Formula, and then click OK to open the Create a Filter wizard.
  4. In the Name box, type a name for your filter, and then type any descriptive information about the filter in the Description box. Click Next.
  5. In the Select a Data Source step of the wizard, click Add Data Source to open the Select a Data Source dialog box. Select the data source that you want to use. If you do not see the data source listed, click Refresh to update the list. If you cannot find the data source, click Toggle View to see the available data sources arranged by their folder structure.

 Note   Time Intelligence Post Formula filters work with any data source, provided that its time and aggregation settings have been configured to work with Time Intelligence. For more information, see Configure time and aggregation settings.

After you select a data source for your filter, click Next.

  1. In the Choose Display Method step of the wizard, click Finish.

 Note   When you create a dashboard filter by using the Time Intelligence Post Formula template, the display type for your filter must be a calendar control. Dashboard consumers can use the calendar control to select a particular date, or they can keep it set to the current date.

  1. In the Confirmation screen, review the information in the Details pane to verify that your filter was successfully created. Then click Close to close the wizard and proceed to Part II: Connect the filter to a scorecard or report and specify a Time Intelligence formula.

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Part II: Connect the filter to a scorecard or report and specify a Time Intelligence formula

 Note   Before you begin, make sure that you have already created the basic structure of a Time Intelligence Post Formula.

  1. In the center pane of the workspace for your dashboard, click the Editor tab.
  2. In the Details pane, click the plus sign (+) next to Filters to expand the list of available filters. Drag the Time Intelligence Post Formula filter that you created in Part I: Create the basic structure of your Time Intelligence Post Formula filter to a dashboard zone.
  3. Click the down arrow next to the filter name in the dashboard zone, and then click Create Link. The Filter Link Editor dialog box opens.
  4. Click the Link Items tab. The name of the filter that you just added to the dashboard should be listed in the Filter box. If it is not listed, use the Filter list to select it. Then, use the Linked dashboard item list to select the report or scorecard that you want to link to the filter.
  5. Click the Link Options tab and specify your Dashboard item endpoint and Source value.
    • Use the Dashboard item endpoint list to select the dimension that you want to use. That is, specify where you want the results of the query to appear in the report.

      For example, suppose that you have a report that contains product categories and measures such as gross profit and gross profit margin. Suppose further that you want to link the report to a filter that contains a list of different geographical regions. If you select Product Categories in the Dashboard item endpoint list, then the product categories information in your report is replaced with the information about the geographical regions that are selected in the filter.
    • Use the Source value list to select the data source that you used to create your Time Intelligence Post Formula filter.
  6. After you specify the Dashboard item endpoint and Source value, click Filter Link Formula to open the Formula Editor dialog box. Type a Time Intelligence formula using the Simple Time Period Specification (STPS) syntax, which takes the form of Period - n, where "n" represents the number of time periods to include in the formula. For example, you could type "Year - 3" to display information for the last three years in your report or scorecard. (To learn more about STPS expressions, see About syntax for Time Intelligence expressions.)

 Note   Make sure that the time period that you use in your formula is a singular noun, not a plural noun. For example, type "Month," and not "Months," or "Year," and not "Years." Otherwise, your filter will not work.

  1. After you specify your formula, click OK to close the Formula Editor dialog box. Then click OK again to close the Filter Link Editor dialog box.
  2. Repeat for each report or scorecard that you want to link to the filter.
  3. Click the Home tab, and then click Publish All to save your changes to Monitoring Server.

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Get more information

To learn more about how to add your filter to a dashboard page and link it to reports and scorecards, see Link filters to scorecards and reports.

To learn more about all the different types of filters that you can create using Dashboard Designer, see Creating filters in Dashboard Designer.

To learn about the overall process of creating dashboard filters, see How do I create a dashboard filter in Dashboard Designer?

To learn more about Time Intelligence expressions, see About syntax for Time Intelligence expressions.

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