Entering links to the financial data source in Management Reporter (PerformancePoint Server)

Enter segment or dimension values in the Link to Financial Data Source column.

Enter a link to a segment

  1. Double-click a cell in the Link to Financial Data Source column.

  2. In the Accounts dialog box, double-click a cell in the From Account... column.

  3. In the Select Account dialog box, select a segment value by using one of the following methods:

    • Scroll through the values in the list.

    • Enter the first characters of the value in the Search box.

      Note: To enter range of segment values, select the first value for the range, and then repeat this step in the To Account... column to select the last value for the range.

Enter a link to a dimension

  1. Double-click a cell in the Link to Financial Data Source column.

  2. In the Account and Dimensions dialog box, double-click a cell under the dimension name.

  3. In the dialog box for the dimension double-click the From box, and then select a dimension value by using one of the following methods:

    • Scroll through the values in the list.

    • Enter the first characters of the value in the Search box.

      Note: To enter a range of dimension values, select the first value for the range. Then repeat this step in the To box to select the last value for the range.

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