How do I use multiple data sources in a single Time Intelligence filter?

Dashboard filters enable you to select only the data that you want to use to analyze and compare performance across views and reports. When you create a filter with Time Intelligence (TI), you can build data sets that are based on the current date. Then, you can use the filtered data in the views and elements of a dashboard. With TI, Monitoring Server automatically resets the current date in the filter, so that you do not have to modify your member selections every time that you update the report.

You can build TI filters that select data from multiple data sources. When you set up individual data sources, you also map the time references in each data source to the same unified calendar. TI filters draw data that uses this unified calendar. Because Monitoring Server maintains the unified calendar for all mapped data sources, you can use data from any mapped data source without performing complex re-calculations.

When you create reports, you specify the data source that you want the filter to use by selecting items from filter lists. Then, you can link the filter to views and reports so that they update at the same time. You can override the filters when appropriate.

Time intelligent filters can be added to pages, zones, or items.

Plan the filter

  Step 1: Decide what the filter should do

The best reports show exactly the information that you need.

Task

Description

Decide what the filter should do

Analyze tbe information that you want to use from the data that you have available. In addition, consider how you want the information to be presented, and how a user might modify it.

Determine which sources hold the data that you need

Determine which data sources contain the data that you need. In addition, consider your goals.

For example, to create an analytic chart or grid, you must use a SQL Server Analysis Services data source. Alternatively, if you want to track a project by using scorecards, a SharePoint List can be an appropriate source.

  Step 2: Identify important factors for implementation

Even the best designed filter can fail when critical implementation factors are not in place.

Task

Description

Get required permissions

Make sure that you have appropriate user permissions for each data source that you want to use.

Connectivity

Make sure that you have established connectivity to the data source

  Step 3: Prepare the dashboard for filtering

Before you can apply a filter, the elements that the filter applies to must be correctly defined.

Task

Description

Create or select a dashboard

Set up a container for your work

Create dashboard content

Create scorecards and other reports that you want to add to the dashboard

.

Create the filter elements

  Step 4: Create Monitoring Server data sources

Task

Description

Create Monitoring Server data sources in Dashboard Designer.

Map the time elements of the data source to the Monitoring Server Master Time Dimension.

  Step 5: Create a filter that uses Time Intelligence

Task

Description

Create a filter that uses Time Intelligence

Description

Publish the dashboard

After you create your data sources, scorecards, and scorecard elements, you can publish everything that you created to Monitoring Server. This makes the elements that you created available to all users who have appropriate permissions.

  Step 6: Publish the dashboard

In Dashboard Designer, you can export your finished dashboard to Windows SharePoint Services. If you want to, you can preview a dashboard by deploying it to a preview site. This enables you to see how the dashboard appears, so that you can make any needed adjustments before you deploy it in SharePoint Services. When you deploy your dashboard, it should contain all the reports, scorecards, and charts that you want users to view.

Task

Description

Preview the dashboard you created

Export the dashboard to a SharePoint site where users can view it.

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