Archive for September, 2009

Performance Point : Linking your Scorecard to your Analytic Chart

September 10, 2009 2 comments

As promised , I’ll put up many of my Tech Ed demo’s on this site ( eventually ). Let’s start with a simple one. You create a scorecard and on the same screen ( ie. on the dashboard ), you would like the user to have the ability to click on a cell and manipulate the chart in some way. Let’s start with the scorecard. I’ve created a simple scorecard showing actuals and targets for a few measures  :
I’ve also created a simple analytical chart plotting the Sales Amount measure for the last 12 months.
Right, at this point you can place both of these together onto a dashboard. But how useable is it ? The chart as we can see, simply displays a single measure. What we would like is for the user to be able to click on a measure name in the scorecard , and then chart to then plot the 12 month values of that particular measure. How in the world do we do that ? Firstly , we need to pass through the name of the measure as it appears in the cube , to the chart ( not as it appears on the scorecard ). The easiest way to do this is to ……. Create a property
So on each KPI , you can create a property callled , say, MeasureName, and set it to the actual Measure name as it exists in the cube. To do this :
1) Select a KPI in dashboard designer
2) Click on the "Properties" tab
3) Click "New Property" at the centre of the screen
4) Add your custom property as shown below :
You’ll notice that the Measure called "On Hand Qty" is actually referred to as [Measures].[On Hand Qty] in the back end. Now, how do we pass this to the chart , and where do we do it. Well , on the dashboard itself , create 2 sections and drag the scorecard and chart onto them. Note that on the scorecard , the new property that you’ve created is shown as an Available Field…
You can now grab it and drag it to the chart , where it says "Drop fields to create links" . But what should you link it to  ? Well since it’s a measure , you select "Measures" on the drop down list under Dashboard item endpoint. This list will show the fields you’ve used to create the report, in my case the Time Dimension and the Measures "dimension" , even though I’ve selected just one measure.
When you select measures , what you’re doing is actually over-riding the measure that was selected to create the report with the text that is coming from the scorecard property. This will then be used in the MDX that the chart generates to return the measure selected as part of the chart. You can deploy this now and try it out. Select the measures from the scorecard ( they will become "clickable" since we’ve created the Filter Link ) . Try it and you should have a working dashboard with context being passed from the scorecard to the analytical chart.
Categories: Performance Point