Create a filter by using the Member Selection template in Dashboard Designer

 Note   Before you begin, make sure that you have already created a dashboard, and that you are familiar with the data source that you want to use for your filter.

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 Geography filter that dashboard consumers can use to view information that is specific to a particular region. Or, you can create a Product Categories filter that dashboard consumers can use to view information that is specific to a particular group of products.

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. You 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.

For example, you can select the Member Selection template to create a dashboard filter that works with data stored in SQL Server 2000 Analysis Services, SQL Server 2005 Analysis Services, or any tabular data source that contains members. When you use this template, you select individual members in the database to create a list of items that you want to use in your filter.

 Important   Make sure that you do not select more members than can fit in 10 megabytes (MB) of data. Otherwise, your dashboard users can get an error message that indicates no data can be retrieved.

Create a Member Selection filter

 Note   Before you begin, make sure that you have already created a dashboard.

  1. In Dashboard Designer, click the Home tab, and then click Refresh to refresh the list of elements that are saved to Monitoring Server. 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 change is not listed, click the Server tab, and then double-click the dashboard to open it in your workspace.
  2. 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 Member Selection, and then click OK. The Create a Filter wizard opens.
  3. 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.
  4. In the Select a Data Source step of the wizard, select the data source that you want to use. You can select one of the following tabular or multidimensional data sources, provided the one you use contains dimension members.
    • SQL Server 2000 Analysis Services
    • SQL Server 2005 Analysis Services
    • Excel 2007 workbook
    • SharePoint list
    • SQL Server table


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.

After you select your data source, click Next.

  1. In the Select Members step of the wizard, select a dimension and one or more members by using the following procedure:
  1. Click Select Dimension to open the Select Dimension dialog box. Click the dimension that contains the members that you want to use for your filter, and then click OK. The dimension that you selected appears in the Filter dimension box.
  2. Click Select Members to open the Select Members dialog box. The dimension that you select appears with a plus sign (+) next to it that you can click to expand the list of members. Specify one or more members by selecting the appropriate check boxes, and then click OK.

 Tip   Some members may contain next-level members. When a member contains other members, a plus sign (+) appears next to that member. You can either select a member at the first level, or click the plus sign and select one or more members at the next lower level.

  1. (Optional) To specify a default member for your filter, click Select Members to open the Select Members dialog box. Right-click a member, click Set as Default Selection, and then click OK to close the Select Members dialog box. The member that you specified as the default member appears in the Default member selection box.


After you select the members that you want to use for your filter, click Next.

  1. In the Choose Display Method step of the wizard, select one of the following display types 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 the display type that you want to use 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 Item 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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