Create filters in Dashboard Designer Sharepoint 2010

In continuation with our series on Performancepoint Dashboards in SharePoint 2010 in this post however we will discuss about using PerformancePoint Dashboard Designer to create a dashboard filter.

You can use PerformancePoint Dashboard Designer to create many kinds of dashboard filters.
so what are Filters ? – Filters that are stand-alone dashboard items that you can reuse across multiple dashboards or across multiple pages in a dashboard. The filters enable dashboard users to view more specific information that is of interest to them.
Lets look at various filters that you can create using dashboard designer –

Create a Custom Table filter by using Dashboard Designer –

You would use the Custom Table filter template in situations such as those that are described in the following list:
* You want to create one dashboard filter that pulls in data from multiple data sources. That filter will then be connected to multiple reports and scorecards in the dashboard.
* You want to specify the names of the items that you use in the filter, instead of using the default names that are used in the data source that you plan to use for the filter.
* You want to create your own list of items to use in the filter and then map that list to similar kinds of items that are in a database.

When you create a dashboard filter by using the Custom Table filter template, you typically Create and save a table and then create a tabular data source and finally the dashboard filter.
Lets look at the steps to create each one of them –

Step 1- Create and save a table
1. Using Excel, create a data table that contains the items that you want to use for the dashboard filter.
2. Make sure to organize the data into columns, with one column for each kind of information. For example, you might have one column that contains regions/countries, and another that contains cities.
3. Decide which columns will be used for the following purposes in the filter:
* Members This column contains the members that you want to include in the filter. If you are creating a hierarchical structure in the filter, the members in this column are second-level members in the hierarchy.
During step 3, when you create the dashboard filter, you will select this “Members” column as the Key column in Dashboard Designer.
* Parent members If you are creating a hierarchical structure in the filter, the parent member names are the first-level members in the hierarchy. Depending on the table that you use, you might not specify a column for parent members. During step 3, when you create the dashboard filter, you will select this “Parent members” column as the Parent Key column in Dashboard Designer.
* Display names This column contains the member names that you want dashboard users to see in the dashboard.
During step 3, when you create the dashboard filter, you will select this “Display names” column as the Display value column.
4. Save the file to your computer, and then proceed to create a tabular data source in Dashboard Designer.

Step 2 -Create a tabular data source - Here you create a data connection that uses the table you created during step1.
To create a tabular data source that uses the custom table
1. In Dashboard Designer, in the Workspace Browser, click Data Connections.
2. On the Create tab, in the Dashboard Items group, click Data Source. The Select a Data Source Template dialog box opens.
3. In the Template pane, click Import from Excel Workbook, and then click OK. In the center pane, on the Editor tab, click Import.
4. Locate the Excel workbook that you created, and then click Open.The data in the Excel workbook is displayed in the center pane.
5. In the center pane, click the Properties tab.
6. In the Name box, type the name that you want to use for the data source.
7. (This step is optional.) To specify a location for the data source, click the Display Folder button, and then select or create a folder.
8. In the Workspace Browser, right-click the data source, and then click Save. Proceed to create the dashboard filter.

Step 3 – Create the dashboard filter -
1. In Dashboard Designer, in the Workspace Browser, click PerformancePoint Content.
2. On the Create tab, in the Dashboard Items group, click Filter. The Select a Filter Template dialog box opens.
3. In the Select a Filter Template dialog box, click Custom Table, and then click OK. The Create a Filter wizard opens.
4.On the Select a Data Source page, select the data source that you want to use, and then click Next.
* Use the SharePoint Site tab to view a list of data sources that have been saved to Microsoft SharePoint Server 2010.
* Use the Workspace tab to view a list of data sources that you have created or used.
5. On the Preview Table page, view the information that is available in the table that you selected. Make sure to note which columns that you want to use for the dashboard filter, and then click Next.
6. On the Choose Key Columns page, specify which columns to use as Key, Parent key, Display value, and Is default settings.
* Use the Key list to specify the column that contains the members that you want to use in the filter. If you are creating a filter that has a hierarchical structure, the Key column represents second-level members in the filter hierarchy.
* Depending on whether you are creating a filter that has a hierarchical structure, use the Parent Key list to specify the column that contains the members that you want to designate as first-level members in the filter hierarchy. Otherwise, set the Parent key list to (None).
* Use the Display Value list to specify the column that contains the members that you want to designate as captions for your filter. PerformancePoint Services passes those captions to any scorecards and reports that are linked to the filter.
* In general, set the Is default list to (None).Click Next.
7.. In the Select Display Method page, select one of the display types for your filter. After you select the display type that you want to use for your filter, click Finish.
8. In the center pane, click the Properties tab.
9. In the Name box, type the name that you want to use for the filter.
10. (This step is optional.) To specify a location for the filter, click the Display Folder button, and then select or create a folder.
11. In the Workspace Browser, right-click the filter, and then click Save.

After you have created your filter, you can add it to a dashboard page and then connect it to one or more dashboard items.

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