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Create Member Selection filters by using Dashboard Designer

SharePoint 2013
 

Applies to: SharePoint Server 2013

Topic Last Modified: 2013-12-18

Summary: Learn how to create member selection filters by using PerformancePoint Services Dashboard Designer.

When you use PerformancePoint Dashboard Designer to create a dashboard filter, you can select from various filter templates that include the Member Selection filter template. You can use the Member Selection template to create a list of items by selecting individual members that are in a database. The Member Selection template works with data that is stored in SQL Server 2005 Analysis Services (SSAS), SQL Server 2008 R2 Analysis Services (SSAS), SQL Server 2012 Analysis Services (SSAS) or any tabular data source that contains members.


To create a Member Selection filter
  1. In Dashboard Designer, in the Workspace Browser, click PerformancePoint Content.

  2. On the Create tab, click Filter.

    The Select a Filter Template dialog box appears.

  3. In the Select a Filter Template dialog box, click Member Selection, 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 were saved to SharePoint Server 2013.

    • Use the Workspace tab to view a list of data sources that you have created or used.

  5. On the Select Members page, specify the members that you want to use for the dashboard filter.

    1. Click Select Dimension to open the Select Dimension window.

    2. In the Select Dimension window, click the dimension hierarchy that you want to use for your dashboard filter, and then click OK.

      The Select Dimension window closes, and on the Select Members page, the Select Members button is enabled.

    3. Click the Select Members button to open the Select Members window.

      In the Select Members window, expand the list of dimension members.

    4. Select the members that you want to use for the dashboard filter by using one of the methods shown in the following table.

       

      Method and description Procedure

      Select parameterized filter options

      This option enables you to create a dashboard filter that remains up to date as the data cube changes.

      For example, suppose that you create a "Products" filter to display a list of product categories, and that new product categories will be added to the data cube after you have deployed your dashboard. If you use this method, your filter will automatically display the new product categories without requiring the dashboard filter to be changed.

      Do one of the following:

      • Right-click a level in the expandable tree, and then select an option, such as Select Children.

      • Right-click a level, click Autoselect Members, and then select an option, such as Select Children, Select Leaves, or Select All Descendants.

      Terms such as Children and Descendants are set functions that work with SQL Server Analysis Services. For more information, see MDX Function Reference (MDX) (http://go.microsoft.com/?linkid=9729738).

      Select members to create a static list

      This option enables you to create a dashboard filter that lists items that you specify.

      Select the check boxes of the dimension members that you want to include in your filter.

      TipTip:
      Some members might 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 expand the list and select one or more members at the next lower level.
    5. (This step is optional.) Right-click the dimension member or members that you want to specify as the default filter selection, and then click Set as Default Selection.

      By default, the items that you select will be selected in the deployed dashboard before dashboard users apply the filter. You can select All or any individual item.

    6. Click OK to return to the Select Members page.

    7. Click Next.

  6. On the Select Display Method page, select one of the display types shown in the following table.

     

    Display method Description

    List

    Select this option to display the filter 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

    Select this option to display the filter as a list that includes an expandable tree control in a drop-down menu. When you use this display type, dashboard consumers expand the tree control, and then they select one item or a group of items to apply as a filter.

    Multi-Select Tree

    Select this option to display the filter as a list that includes an expandable tree control that has check boxes in a drop-down menu. When you use this display type, dashboard consumers 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.

  7. In the center pane, click the Properties tab.

  8. In the Name box, type the name that you want to use for the filter.

  9. (This step is optional.) To specify a location for the filter, click the Display Folder button, and then select or create a folder.

  10. 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. For more information, see Connect filters to reports or scorecards by using Dashboard Designer (SharePoint Server 2013).

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