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Add a dimension filter to a PerformancePoint KPI

SharePoint 2010
 

Applies to: SharePoint Server 2010 Enterprise

Topic Last Modified: 2011-02-22

After you have created a PerformancePoint KPI, you can use PerformancePoint Dashboard Designer to configure that KPI to use dimension filters. For example, suppose that you want to configure a KPI that shows performance for a particular geographical region. You can do this by adding a dimension filter to the KPI.

You can add a dimension filter to a KPI’s Actual value, Target value, or both, provided these values use a dimensional data source and are not based on fixed values.

When you extend a KPI by adding dimension filters to that KPI, you begin by opening an existing KPI for editing. Then, you use the Editor tab in the center pane of Dashboard Designer to additionally configure that KPI. Before you perform the procedures in this article, make sure that you have an existing KPI to configure. To create a KPI, see Create and configure a KPI by using Dashboard Designer.

To open a KPI for editing
  1. In Dashboard Designer, locate the Workspace Browser on the left side of the window, and then click PerformancePoint Content. The center pane displays two tabs: SharePoint and Workspace.

  2. Using the SharePoint and Workspace tabs, locate a KPI that you want to configure.

  3. Double-click the KPI that you want to configure to open it for editing.

When you add dimension filters to a KPI, you use the Dimensional Data Source Mapping dialog box. You configure each Actual or Target value separately.

To add a dimension filter to a KPI
  1. In the center pane, on the Editor tab, locate the Actual or Target value for which you want to add a dimension filter.

  2. In the Data Mappings column, click the hypertext. A Data Source Mapping dialog box opens. You add a dimension filter to a KPI’s value by using the Dimensional Data Source Mapping dialog box. Depending on which Data Source Mapping dialog box opens, use one of the procedures shown in the following table.

     

    Data Source Mapping dialog box type Procedure

    Fixed Values Data Source Mapping

    If the Fixed Values Data Source Mapping dialog box is open, you cannot add a dimension filter to that value as it is configured. You can either select a different value, or you can specify a different (dimensional) data source to use for that value.

    To use a different data source, take the following steps:

    1. Click Change Source to open the Select a Data Source dialog box.

    2. Use the SharePoint Site and Workspace tabs to locate the data source that you want to use, and then click OK.

    3. Proceed to Step 3.

    Dimensional Data Source Mapping

    If the Dimensional Data Source Mapping dialog box is open, proceed to Step 3.

    Calculated Metrics Data Source Mapping

    If the Calculated Metrics Data Source Mapping dialog box is open, then the KPI’s Actual or Target value is based on a formula that consists of one or more other values. You can define a dimension filter for each value that is listed in the Calculated Metrics Data Source Mapping dialog box, provided it does not use fixed values.

    1. In the Calculated Metrics Data Source Mapping dialog box, click the hypertext in the Source column for a value.

    2. Notice which kind of Data Source Mapping dialog box opens

      • If the Dimensional Data Source Mapping dialog box is open, proceed to Step 3.

      • If the Fixed Values Data Source Mapping dialog box opens, click Cancel and select a different value.

        Or, specify a different data source to use for that value. To use a different data source, take the following steps:

        1. Click Change Source to open the Select a Data Source dialog box.

        2. Use the SharePoint Site and Workspace tabs to locate the data source that you want to use, and then click OK.

        3. Proceed to Step 3.

    For more information about calculated metrics, see Add calculated metrics to a PerformancePoint KPI.

  3. In the Dimensional Data Source Mapping dialog box, click New Dimension Filter to open the Select Dimension dialog box.

  4. In the Dimension section, select the dimension hierarchy that you want to use, and then click OK.

  5. In the Dimensional Data Source Mapping dialog box, notice the new row for the dimension filter. By default, all the members in the dimension hierarchy that you selected will be used in the filter. To specify one or more individual members, in the Default column, click the hypertext to open the Select Members dialog box.

  6. In the Select Members dialog box, clear the Default Member (All) selection. Then, use the expandable tree control to view the list of dimension members. Select the items that you want to include in the dimension 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.
  7. Click OK to close the Select Members dialog box, and then click OK to close the Dimensional Data Source Mapping dialog box.

  8. Repeat for each value for which you want to add a dimension formula.

    • If the Calculated Metrics Data Source Mapping dialog box is open, repeat Steps 2-7.

    • If no Data Source Mapping dialog box is open, repeat Steps 1-7.

  9. In the Workspace Browser, right-click the KPI, and then click Save.

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