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. The data source you use for your filter must contain one or more named sets defined in the database.
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.
Select the Named Sets template to create a dashboard filter that works with data stored in SQL Server 2000 Analysis Services or SQL Server 2005 Analysis Services. When you create the filter, you select a named set, which is a group of members. The members that are in your named set form the list of items that you use in your filter.
What do you want to do?
Create a Named Sets filter
- In Dashboard Designer, click the Home tab, and then click Refresh to refresh the list of elements that are saved to PerformancePoint 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.
- 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 Named Sets, and then click OK to open the Create a Filter wizard.
- 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.
- In the Select a Data Source step of the wizard, select the Analysis Services 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.
After you select a data source, click Next.
- In the Select Named Set step of the wizard, use the Select named set list to select a named set.
The items in the Select named set list are sets of members that have been defined as named sets in the specified data source. When you select a named set, the Named set expression box displays the Multidimensional Expressions (MDX) query that Monitoring Server uses to create a list of items for your filter. (For more information about MDX see the Multidimensional Expressions (MDX) Reference on TechNet.)
Note If no items appear in the Select named set list, then your data source does not have any named sets defined in its database. For more information, contact your IT Administrator or see Defining a Named Set on TechNet.
After you select a named set, click Next.
- In the Choose Display Method step of the wizard, select a display type for your filter from the following options:
- 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.
- 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.
- 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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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 filters, see How do I create a dashboard filter in Dashboard Designer?
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