Modify an analytic chart or grid by using Dashboard Designer

You can use PerformancePoint Dashboard Designer to make changes to an analytic chart or grid that you or other dashboard authors have created. You can do so in one of two ways:

  • Click the Design (or Editor) tab in the center pane of the workspace. There, you can drag and drop the dimensions, measures, and any named sets that you want to use.

    Note: Depending on the version of Dashboard Designer that you are using, you may have an Editor tab instead of the Design tab.

  • Click the Query tab in the center pane of the workspace. There, you can specify your own Multidimensional Expressions (MDX) statement.

The method that you use can affect the way that dashboard consumers can use your analytic chart. For example, if you use the Query tab to specify your own MDX query for the report, dashboard consumers cannot drill up or down to see higher or lower levels of detail, or to show transaction-level details for a chart value.

What do you want to do?

Modify an analytic chart or grid by using the Design tab

Modify an analytic chart or grid by using the Query tab

Modify an analytic chart or grid by using the Design tab

  1. In Dashboard Designer, click the Home tab, and then click Refresh to update the list of elements that have been published to PerformancePoint Monitoring Server.

  2. In the Workspace Browser, click Reports. The center pane of the workspace displays two tabs: Server and Workspace.

    The Server tab lists all reports that you and other dashboard authors have published to Monitoring Server.

    The Workspace tab lists all reports that you have created or published to Monitoring Server.

  3. Click the Workspace tab to view the list of reports that are available in your workspace. If the report that you want to edit is not listed, click the Server tab, and then double-click the report to open it in your workspace.

  4. In the center pane of the workspace, click the Design tab.

  5. Make any of the following changes to your analytic chart or grid:

    Add an item to an analytic chart

    1. In the Details pane, expand Measures, Dimensions, or Named Sets to display the list of items that are available in each category.

    2. Drag an item to the Series, Bottom Axis, or Background section. Keep the following points in mind as you add items to your report:

      1. The Series section corresponds to the vertical axis of your chart, and the Bottom Axis section corresponds to the horizontal axis.

      2. Any items that you place in the Background section serve as hidden filters for your analytic chart.

      3. To display data in your analytic chart, you must place at least one item in each of the Series and Bottom Axis sections. You can place a named set in one section, and a measure in another section. Or, you can place a dimension in one section and a measure in another.

      4. In Analysis Services 2005, dimensions are organized hierarchically. For example, a Products dimension might have a hierarchy such as Products > Product Categories > Product Names, and a Time dimension might have Year > Week > Day.

        When you add dimensions to an analytic chart, you can place a dimension hierarchy in either the Series, Bottom Axis, or Background section. You can also add more than one hierarchy to each section. However, you cannot place a single hierarchy in more than one section. For example, you cannot place some dimension members from Product Categories in the Series section and other dimension members from Product Categories in the Bottom Axis section.

    3. Repeat for each item that you want to display in your chart.

    Add an item to an analytic grid

    1. In the Details pane, expand Measures, Dimensions, or Named Sets to display the list of items that are available in each category.

    2. Drag an item to the Rows, Columns, or Background section. Keep the following points in mind as you add items to your report:

      1. Any items that you place in the Background section serve as hidden filters for your analytic chart.

      2. To display data in your analytic grid, you must place at least one item in each of the Rows and Columns sections. You can place a named set in one section, and a measure in another section. Or, you can place a dimension in one section and a measure in another.

      3. In Analysis Services 2005, dimensions are organized hierarchically. For example, a Products dimension might have a hierarchy such as Products > Product Categories > Product Names, and a Time dimension might have Year > Week > Day.

        When you add dimensions to an analytic grid, you can place a dimension hierarchy in either the Rows, Columns, or Background section. You can also add more than one hierarchy to each section. However, you cannot place a single hierarchy in more than one section. For example, you cannot place some dimension members from Product Categories in the Rows section, and other dimension members from Product Categories in the Columns section.

    3. Repeat for each item that you want to display in your chart.

    Remove an item from the chart

    In the Series, Bottom Axis, or Background section, right-click the item that you want to remove, and then click Remove.

    Remove an item from the grid

    In the Rows, Columns, or Background section, right-click the item that you want to remove, and then click Remove.

    Move an item to a different location in the chart

    In the Series, Bottom Axis, or Background section, right-click the item that you want to move, and then click the section where you want to place the item. Or, you can drag the item that you want to move to a different section.

    Move an item to a different location in the grid

    In the Rows, Columns, or Background section, right-click the item that you want to move, and then click the section where you want to place the item. Or, you can drag the item that you want to move to a different section.

    Display different dimension members in the chart or grid

    1. Right-click a dimension, and then click Select Members. The Select Members dialog box opens.

    2. Use the expandable tree control to view the list of dimension members. Select the items that you want to display in your analytic chart, and then click OK. The Select Members dialog box closes and your analytic chart or grid refreshes to display the members that you selected.

    Change the way the chart or grid is displayed

    1. Click the Browse button. The Browse Analytic Report dialog box opens.

    2. Use the toolbar commands to change the way your analytic chart is displayed. The screenshot below shows the toolbar commands that are available on the Browse Analytic Report toolbar. The numbers under each command correspond to the numbered list in the following table.

      Illustration of available commands on the Browse Analytic Report toolbar

    Item Number

    Toolbar Command

    Description

    1

    Back

    Undoes the most recent change made to the analytic chart or grid

    2

    Forward

    Reapplies the most recent undone change

    3

    Grid

    Displays the analytic report on an analytic grid

    4

    Bar Chart

    Changes the analytic grid or chart to a standard bar chart

    5

    Stacked Bar Chart

    Changes the analytic report to a stacked bar chart that displays a single bar that has bands of color. The bands represent individual amounts that contribute to the whole.

    For example, suppose that you have an analytic chart that displays values in four bars. Each bar has a different value. If you change the analytic chart to a stacked bar chart, you will see a see a single bar that has four bands of color. The height of the stacked bar chart is measured as the total value (in units) of the four bands in the previous chart view. Each band corresponds to one of those four bars.

    6

    100% Stacked Bar Chart

    Changes the analytic report to a stacked bar chart that displays a single bar that has bands of color. The bands represent individual percentage amounts that contribute to the whole.

    For example, suppose that you have an analytic chart that displays values in three bars. Each bar has a different value. If you change the analytic chart to a stacked bar chart, you will see a single bar that has three bands of color. The height of the stacked bar chart is measured as 100%, and each band corresponds to one of those three bars.

    7

    Line Chart

    Changes the analytic chart or grid to a line chart.

    Note: Depending on how the analytic report is configured, the line chart view type may or may not display meaningful information. Most meaningful line charts display amounts over periods of time. Therefore, you may want to have units of time across the bottom axis of the chart.

    8

    Line Chart with Markers

    Changes the analytic chart or grid to a line chart that has a point marker for each value in the chart.

    Note: Depending on how the analytic report is configured, the Line chart with Markers view type might not display meaningful information. Most meaningful line charts display amounts over periods of time. Therefore, you may want to have units of time across the bottom axis of the chart.

    9

    Filter Empty Series (for an analytic chart) or Filter Empty Rows (for an analytic grid)

    Removes empty items from your report view. When you apply Filter Empty Series to an analytic chart, the chart displays only nonempty bars or line chart values.

    When you apply Filter Empty Rows to an analytic grid, the grid displays only nonempty rows.

    10

    Filter Empty Bottom Axis

    Removes empty items from your report view. When you apply Filter Empty Bottom Axis to an analytic chart, the chart displays only nonempty items across the bottom of the chart.

    When you apply Filter Empty Bottom Axis to an analytic grid, the grid displays only nonempty columns.

    11

    Legend

    Enables you to specify where you want a chart legend to display for an analytic chart. When you click Legend, you can select one of three options:

    1. Show Legend at Right. Click this option to display the chart legend immediately to the right of your analytic chart.

    2. Show Legend at Top. Click this to display the chart legend immediately above your analytic chart.

    3. Don't Show. Click this option to hide the chart legend.

    1. Click OK to close the Browse Analytic Report dialog box.

  6. After you finish modifying your analytic chart or grid, click the Home tab, and then click Publish All to save your changes to Monitoring Server

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Modify an analytic chart or grid by using the Query tab

Note: The following procedure is for advanced users who are familiar with MDX queries.

When you make changes to an analytic chart or grid by using the Query tab, you can perform two main tasks: specifying the MDX statement that you want to use for the report and configuring the report to receive dashboard filters. Begin by opening the analytic chart for editing.

  1. In Dashboard Designer, click the Home tab, and then click Refresh to update the list of elements that have been published to Monitoring Server.

  2. In the Workspace Browser, click Reports. The center pane of the workspace displays two tabs: Server and Workspace.

    The Server tab lists all reports that you and other dashboard authors have published to Monitoring Server.

    The Workspace tab lists all reports that you have created or published to Monitoring Server.

  3. Click the Workspace tab to view the list of reports that are available in your workspace. If the report that you want to edit is not listed, click the Server tab, and then double-click the report to open it in your workspace.

  4. Select one of the following procedures:

    Specify an MDX statement for the report

    1. In the center pane of the workspace, click the Query tab.

    2. In the MDX pane, edit the MDX query that appears. Or, type a new MDX query.

      Tip: For information on the types of MDX queries that you can use for the analytic chart, see About using MDX in Dashboard Designer.

    Configure the chart or grid to receive filters

    Important: The following procedure applies only to analytic charts or grids that were created by using a custom MDX query.

    When you configure an analytic chart to receive a dashboard filter, you do so by adding a parameter to the MDX query for the report. Then, when you link the analytic chart to a dashboard filter, Monitoring Server uses that parameter as a linking mechanism.

    1. In the center pane of the workspace, click the Query tab.

    2. In the MDX pane, select a snippet of code that represents a dimension member, dimension hierarchy, or a named set in the MDX query.

      Depending on the type of filter that you want to use for the analytic chart or grid, the code snippet that you select will vary. For example, you might have an analytic chart that uses an MDX query that includes the expression, [Geography].[Geography].[Region]. That code snippet represents a dimension hierarchy in the Geography dimension. To configure the chart to receive a geography filter, select the entire code snippet [Geography].[Geography].[Region].

    3. In the Parameters section, type a name for your parameter, and then click Insert. The parameter name appears in the MDX pane.

      For example, if you insert a parameter called Geo into the code snippet, [Geography].[Geography].[Region], the MDX pane displays <<Geo>> in place of that code snippet. You can now link a dashboard filter to this parameter. Then, whenever a dashboard consumer selects an item in the filter that is linked to this report, Monitoring Server replaces <<Geo>> with that item in the query. The analytic report displays the results.

    4. To add more than one parameter, repeat this procedure.

      For example, consider an analytic chart that has the following code snippet, which includes two parameters.

      SELECT {[Time].[Calendar].[Year].&[2006]} ON COLUMNS, { TOPCOUNT({DESCENDANTS(<<Product>>, [Product].[Product].[Product])}, 20, ([Time].[Calendar].[Year].&[2006], [Measures].[Sales Amt]))} ON ROWS FROM [Sales] WHERE (<<Geography>>, [Measures].[Sales Amt])

      This query enables you to link two types of filters to the analytic report: a Products filter and a Geography filter.

      Based on this MDX query, a dashboard consumer who selects a product category in the Products filter, and then geographical region in the Geography filter, will see the top 20 products (in descending order) for that geographical region in the year 2006.

      To learn more about MDX queries, see About using MDX in Dashboard Designer.

  5. Click the Home tab, and then click Publish All to save your changes to Monitoring Server

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