How to Create Filter and connect to Reports in SharePoint Dashboard designer

Advertisement
In this article I am going to explain what is Filter, how to create Filter and Filter Templates.

Filter

Dashboard designer is used to create many kinds of dashboard filters. It display particular information in dashboard. We can create stand-alone dashboard items that can be reused across multiple pages in a dashboard.

Filter Templates

Custom Table

   Create a data table and then use that to create a dashboard filter

MDX Query

In this dashboard filter uses a custom Multidimensional Expressions (MDX) query.

Member Selection

It creates a dashboard filter by selecting dimension members that are stored in SQL Server Analysis Services (SSAS) or a tabular data source.

Named Set

It creates a dashboard filter by selecting a set of members that was defined in Analysis Services.

Time Intelligence

It creates a dynamic time filter for a dashboard that remains up to date automatically. Either you can create a filter that uses a list of time periods, such as Year to Date or Last Six Months or you can create a filter that uses a calendar control.

How to create Filter

 For this filter creation first we have to create reports.  In my previous post I explained how to create reports.

I created student report like this, for this report I am creating “Filter”.


Now let’s add Filter. To add the filters, right click on “PerformancePoint Content” and click on New Filter as shown below


It displays like this, in this I am choosing “Member Selection”  and click “ok” button as shown in figure below. For this I am using SSAS.


Choose the “ppsyear” data source and click on the “Next” button


In a Select Member step, we have to choose our Filter dimension click on filter dimension.

In this I am choosing “Year Name” as shown in figure below



In this selected members I am selecting all the years  as shown in below and click “ok”



In this selected members I am selecting all the years  as shown in below and click “ok”

In “Selected display method”  I am selecting t “Multi_Select Tree”  for multiple options and click “Finish” as shown below


 Rename the filter as “Year” and right click save the filter.
    Now, we have to create Dashboard. For create a dashboard please check my previous post. choose “two column” dashboard. From the “Details “pane, expand the filter section and drag and drop the “Year”  for first column and expand the reports drag and drop the ”student” report as shown in below.

Now , we have to give filter connection to report ,for this in year filter select “Create Connection” as shown below.

It’s open Connection window like this,

In this connection we have send values to “Bottom Row –(1) student “ as shown below

In Connection choose Values and Connect to “Student1 Year Name” ,Source value to “Member Unique Name” as shown in figure below click ok

We finish our connection ,change the dashboard name as “filterdashboard “  right click save the dashboard and Deploy to SharePoint .it shows like this


in this filter I am choosing multiple selections as shown in below

Based upon our selection it will display the report, as shown in fig below



Advertisements
SHARE

Lakshmi Tulasi Jasti

  • Image
  • Image
  • Image
  • Image
  • Image
    Blogger Comment
    Facebook Comment

5 comments:

  1. Hi,

    Am working on dashboard designer and create one scorecard and dashboard and deploy it into sharepoint using sharepoint list as a datasource .

    Now if I add some new records in list will it effect in dashboard ?

    or again we have to create new scorecard and dashboard.Can anyone please tell me whats the right way.

    Thanks,

    ReplyDelete
  2. Hello Ayush,
    No need to create again Scorecard and Dashboard , new records will be effect on dashboard.

    Thanks,
    Lakshmi.

    ReplyDelete
  3. how can i using the text box search filter in performance point application. i am not able to see
    the search filter option in my enterprise edition

    ReplyDelete
  4. How can I create a filter (may or may not be MDX) to the Report that is using MDX query.

    ReplyDelete
  5. Hi,

    I have one question. Can we handle report on click event?

    My requirement is when we click on Report-A , based on these Report-B should load.

    Thanks,
    Ram.

    ReplyDelete