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Create Named Set filters by using Dashboard Designer

Published: October 2, 2012

Summary: Learn how to create a named set filter by using PerformancePoint Services Dashboard Designer.

Applies to:  SharePoint Server 2013 

When you use PerformancePoint Dashboard Designer to create a dashboard filter, you can select from various filter templates that include the Named Set filter template. You can use the Named Set template to create a list of items by selecting a group of items that was defined as a set in a database. The Named Set template works with data that is stored in SQL Server Analysis Services. For more information about dashboard filters, see Overview of PerformancePoint dashboard filters and connections.

To create a Named Set 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 opens.

  3. In the Select a Filter Template dialog box, click Named Set, 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 SharePoint Server 2013.

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

  5. On the Select Named Set page, use the Select named set list to select the group of items that you want to use for the filter.

    The Named set expression box displays the Multidimensional Expressions (MDX) query that the server uses to define that named set.

  6. Click Next.

  7. 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 the 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 the 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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