What is the Formula Editor, and how do I use it?

The Formula Editor is a dialog box in PerformancePoint Dashboard Designer that you can use to transform your dashboard filters into one of two types of custom filters: Time Intelligence filters and multidimensional expression (MDX) filters.

For more information about the expressions that you can type in the Formula Editor, see About syntax for Time Intelligence expressions and About using MDX in Dashboard Designer. For more information about all the various types of filters you can create in Dashboard Designer, see About dashboard filters.

What do you want to learn more about?

Time Intelligence filters

Custom MDX filters

Next steps

Time Intelligence filters

Use Time Intelligence filters to display information that is restricted to specific time periods such as "the most recent six months," or "the previous year." For example, you can present time-sensitive data and keep your reports and scorecards updated automatically. The following scenario illustrates how you might use a Time Intelligence filter.

Scenario: Applying a Time Intelligence filter

Suppose that you create dashboards for the managers in your organization.

A marketing manager wants to know how many leads a recent marketing campaign generated for the sales team. The manager also wants to see how many of those leads turned into actual sales over specific time periods, in increments of three months.

The current dashboard includes an analytic grid and an analytic chart. The grid shows the number of leads that each marketing campaign generated. The chart is a line chart that shows how many leads the sales team converted to sales over time. The marketing manager tells you that the dashboard provides good high-level information, but not enough data about specific periods of time.

Your solution is to create a Time Intelligence filter. Using the Formula Editor, you configure the filter to include several time periods, such as the most recent months, quarters, and years. Then, you link the filter to the analytic chart and grid, and redeploy the dashboard.

The managers use the Time Intelligence filter to choose the time periods they want to examine, and their reports automatically refresh to display the appropriate results.

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Custom MDX filters

Use custom MDX filters to control the level of detail that you display in the dashboard. For example, you can create a custom MDX filter that shows one level of detail in a scorecard, and another level of detail in an analytic chart.

Note: When you create a custom MDX filter, make sure that the scorecards and reports that you want to link to the filter use the same data. Otherwise, your filter will not work.

The following scenario illustrates how you might use a custom MDX filter.

Scenario: Applying a custom MDX filter

Suppose that you create dashboards for the managers in your organization.

One sales manager has a team that is responsible for multiple geographical regions. Some regional sales representatives are performing much better than others. In addition, the sales representatives in the major cities of each region all have varying sales amounts. The manager wants to know which cities have the highest sales in the individual regions, and how the sales amounts compare among all the cities in a particular region. The manager wants to see all this information in a single dashboard.

Your solution is to create a Geography filter. Because the scorecard and reports all use the same data, you decide to create a custom MDX filter. You use the Formula Editor to write a custom MDX query that causes the filter to display information in the analytic charts at the city level. Then you link the filter to the analytic charts, and redeploy the dashboard.

The managers use the Geography filter to choose a sales region in the Geography filter, and the two charts automatically refresh to display information that is specific to that region. One analytic chart shows the top performing cities in the region, and the other chart shows the sales amounts for all the cities in the region.

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Next steps

After this introduction to the Formula Editor dialog box, the next step is to Create a custom MDX filter using the Formula Editor dialog box or to Create a filter that uses Time Intelligence.

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