PerformancePoint Services 2010 – Cascading Filter Features


In June, there was a blog post by Kevin Donovan (Program Manager for PerformancePoint Services) describing new features coming in SP1 for PerformancePoint Services.  PerformancePoint Services are a part of SharePoint Server 2010.  The most exciting feature introduced in his post is “Cascading Filters”.  Cascading filters are the number one enhancement request for the Text Search Filter for PerformancePoint.

Cascading Filters is a concept that allows you to take the selection of the first filter and use it to limit the choices in the second filter. The second filter would only have items populated in it based on the selection from the first filter. Filters then cascade until finally the output is used for a report. Basically, this is a guided drill down process.

For more description on how cascading filters work, check out PerformancePoint 2010 Cascading Filters.  For the full example described in this post, review PerformancePoint Services 2010 – Cascading Filter Example.

Following the examples in my previous posts, I have shown below how to “link” or cascade two filters together.  See the image below.  In this example, there are two filters in a PerformancePoint dashboard header.  The “state” filter passes a value to the “county” filter.  Based on the selected state, only the counties from that state are displayed in the county filter.

PerformancePoint Services Cascading Filter Connection

In general, this process works for multidimensional filter types – Member Selection, MDX Query, and Named Set filter types.

For another example, check out Dan English’s BI Blog post.

If you would like to know more about URL Parameterization for a custom Text Search Filter for PerformancePoint, go to FUTURESULTS, LLC and browse the BI section.

FUTURESULTS, LLC Blog and FUTURESULTS, LLC Website are both created by Robert Lambrecht.

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PerformancePoint Services 2010 – Cascading Filter Example


Last month, there was a blog post by Kevin Donovan (Program Manager for PerformancePoint Services) describing new features coming in SP1 for PerformancePoint Services.  PerformancePoint Services are a part of SharePoint Server 2010.

The most exciting feature introduced in his post is “Cascading Filters”.  Since this functionality hasn’t  been described yet, I created a “PerformancePoint 2010 Cascading Filters” blog post that  describes how I thought “Cascading Filters” should work.  Cascading filters are the number one enhancement request for the Text Search Filter for PerformancePoint.

I thought it would be interesting to put together a quick example of how “Cascading Filters” should work.  This example shows how to find a location by narrowing down the choices in each successive drop down list.  For example, the user can explore cities in the USA by narrowing their choices by State, County, and City.

A quick geography lesson will help cement the concept.  Our goal is to find Fergus Falls, Minnesota (in Otter Tail county).

Cascading Filters Geography

Cascading Filters

If you had to find a single city in the USA, it would be difficult for a user to select the correct city from a drop down list.  The drop down list would contain a very large number of cities.  Cities in multiple states could have the same name.  You would have to combine state, county, and city in the drop down for the user to select the appropriate city.  A more efficient approach is to have the user select several items that work together and provide a series of smaller lists to help limit their choices.

Cascading Filters is a concept that allows you to take the selection of the first filter and use it to limit the choices in the second filter.  The second filter would only have items populated in it based on the selection from the first filter.  Filters then cascade until finally the output is used for a report.  Basically, this is a guided drill down process.

For this example, let’s start by selecting “Minnesota” from the drop down that contains a list of all 50 states.  See the diagram below.

PerformancePoint Services Cascading Filter State Example

The second filter (County) would contain a list of only the counties from the state that was selected in the first filter.  Since we selected “Minnesota” in this example, only the 87 counties for Minnesota would be in the second filter.  Without cascading filters, the second  filter would contain a list of all counties in all 50 states.  We would select “Otter Tail” county for our example.  See the diagram below.

PerformancePoint Services Cascading Filter County Example

Continuing our geographic example, the city drop down would only contain the 22 cities in Otter Tail county.  We then select Fergus Falls.  Notice that only the 22 cities in Otter Tail county were in the final filter and not every city in the USA.

PerformancePoint Services Cascading Filter City Example

Cascading filters allowed us to create a series of drop downs with a manageable amount of selections in each filter.  A user can select from simple lists of less than 100 items to obtain the proper criteria.

Now that we have narrowed our search to the selected city, the output of the last filter can then be linked to a report(s) on a dashboard.  More complex combinations of filters could also be configured.  An overview of cascading filter combinations can be seen in the blog post “PerformancePoint 2010 Cascading Filters“.

PerformancePoint Services Cascading Filter Report Example

Cascading Filters make it easier for users to see just the information that they need and select the appropriate filtering criteria.

If you would like to know more about a custom Text Search Filter for PerformancePoint, go to FUTURESULTS, LLC and browse the BI section.

FUTURESULTS, LLC Blog and FUTURESULTS, LLC Website are both created by Robert Lambrecht.

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PerformancePoint 2010 Cascading Filters


This month, there was a blog post by Kevin Donovan (Program Manger for PerformancePoint Services) describing new features coming in SP1 for PerformancePoint Services (PPS).  PPS is part of SharePoint Server 2010.  By far the most interesting of these features is “Cascading Filters” for PerformancePoint.  You can read the full blog post at the Microsoft PerformancePoint Services blog – http://blogs.msdn.com/b/performancepoint/archive/2011/06/07/what-s-new-in-performancepoint-services-and-sp1.aspx

According to the post,

A lot of thought went into the design, making them quite robust and “feature-rich.”

There isn’t any other description of how they might be implemented nor is there information on their functionality.  Cascading filters are the number one enhancement request that people ask me about for the Text Search Filter for PerformancePoint.  With this in mind, I thought I would describe how people have asked me to make “Cascading Filters” work.

Filters

First, some filter basics.  PerformancePoint filters can be associated with dashboard reports as shown below.

PerformancePoint Filters

Cascading Filters

Cascading Filters is a concept that allows you to take the selection of the first filter and use it to limit the choices in the second filter.  The second filter would only have items populated in it based on the selection of the first filter.  The output of the second filter can then be linked to a report(s).  See the diagram below.

An example of Cascading Filters would be a dashboard that contains two filters (a list of states and counties).  The first filter would contain a list of all 50 states.  The second filter would contain a list of only the counties from the state that was selected in the first filter.  So if we selected “Minnesota” in this example, only the 87 counties for Minnesota would be in the second filter.  Without cascading filters, the second filter would contain a list of all counties in all 50 states.

Cascading Filters

Multiple Cascading Filters

Taking this concept one step further, you should be able to have multiple cascading filters stringed together.  In the example below, we see a series of cascading filters working together.  Using our geographic example, you could have a State, County, and City example.  In this example, you could select, “Minnesota”, “Otter Tail” county, and only the 22 cities in Otter Tail county would be in the final filter.  The example below shows four filters just to continue this line of thinking.

Multiple PerformancePoint Cascading Filters

Combination of Cascading Filters and Regular Filters

Cascading filters should not only be able to work with each other, but in combination with regular filters.  In the case below, you can see both a cascading filter and a regular filter working together to filter a single report.  To continue our geographic example, we could have a State, County cascading filter set working with a date range filter.  So we could select “Minnesota”, “Otter Tail” county, and the “Last Quarter” for the date range.

PerformancePoint Cascading Filters Combination

While we need to wait another month for Microsoft to tell us more about this feature, I’m hoping that it can satisfy these types of requirements using multiple related data sources.

If you would like to know more about a custom Text Search Filter for PerformancePoint, go to FUTURESULTS, LLC and browse the BI section.

FUTURESULTS, LLC Blog and FUTURESULTS, LLC Website are both created by Robert Lambrecht.

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Kerberos SPN Generation Setup Tool Updated – Now Works with Active Directory 2008 and 2008R2.


I have updated the Kerberos SPN Generation Setup Tool. The tool now works with Active Directory 2008 and 2008R2.

You can download the new version of the tool (Beta Version 0.82) at http://www.futuresults.com/our-products/kerberos-spn-generation-setup-tool.

There is a full description of the tool at http://futuresults.wordpress.com/2010/05/03/kerberos-spn-generation-setup-tool/.

Kerberos SPN Generation Setup Tool

FUTURESULTS, LLC Blog and FUTURESULTS, LLC Website are both created by Robert Lambrecht.

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PerformancePoint Text Search Filter – Multiple Selection Criteria


This is part of a series about the PerformancePoint Text Search Filter.  This article focuses on the multi-selection capabilities of the filter.  Other features include Text Search, URL Parameterization, and Configuration.  For purchasing information for this filter, please go to http://www.futuresults.com/our-products/performancepoint-text-search-filter .

The PerformancePoint Text Search Filter is highly configurable.  It can be configured to allow for multiple search criteria and have one or many output columns to help you select the proper item.

In the example below, I can use different search criteria to help me build a results list.  In this case the results list contains “A Great Bicycle Company”, “Great Bicycle Supply”, and “Great Bikes”.  These items were found using various search criteria in the search filter.  As each item was selected, it was put into the multi-select search results displayed on the left hand side of the filter.

Multi-Select-FullWidth_Box

The same filter can also be configured to look like a simple drop-down.  In this mode, you can use multiple filter criteria to help you build your “Selections”.  Note below the three Reseller “Selections” in this example are “Acceptable Sales & Service”, “Basic Bike Company”, and “A Great Bicycle Company”.  These results were found by filtering my list of results, using the controls built into the filter for navigation, and simply selecting an item in the “Reseller” list.

Mulit-Select_Dropdown

To see these examples in action, watch the video below.

Multi-Select – Two Examples

If you would like to know more about a Text Search Filter for PerformancePoint, go to FUTURESULTS, LLC and browse the BI section.

What are your thoughts about a Text Search Filter for PerformancePoint 2007?  Do you need a 2010 version?  Are there other features that you need?  How about URL Parameterization?

FUTURESULTS, LLC Blog and FUTURESULTS, LLC Website are both created by Robert Lambrecht.

Posted in Microsoft BI, PerformancePoint, Text Search Filter | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

2010 in review


Our blogging has slowed down due to obsolete technologies.  Both Microsoft’s blogging service and Delicious were discontinued.  The migration to WordPress caused many issues with our original posts, so we are reworking every post.  At the same time, Delicious was discontinued.  This also caused a fair amount of issues for us.  The migration is 75% complete and we anticipate this process to be completed in early 2011.

On a positive note, the stats helper monkeys at WordPress.com mulled over how this blog did in 2010, and here’s a high level summary of its overall blog health.  Keep in mind that we only moved to WordPress in September, so this is a partial year’s stats.  Thanks for making FUTURESULTS have a successful first year.

Healthy blog!

The Blog-Health-o-Meter™ reads This blog is doing awesome!.

Crunchy numbers

Featured image

A Boeing 747-400 passenger jet can hold 416 passengers. This blog was viewed about 1,600 times in 2010. That’s about 4 full 747s.

In 2010, there were 35 new posts, not bad for the first year! There were 116 pictures uploaded, taking up a total of 5mb. That’s about 2 pictures per week.

The busiest day of the year was September 28th with 45 views. The most popular post that day was ProClarity Analytics Server Migration to a New Database Server.

Where did they come from?

The top referring sites in 2010 were futuresults.com, robertlambrecht.spaces.live.com, blogs.msdn.com, google.com, and Private networks.

Some visitors came searching, mostly for cube perspective performancepoint, proclarity database, creating sql aliases for sharepoint, ssrs 2005, and sql alias sharepoint.

Attractions in 2010

These are the posts and pages that got the most views in 2010.

1

ProClarity Analytics Server Migration to a New Database Server August 2010

2

Setting up a Local SQL Alias on a SharePoint Farm June 2010
3 comments

3

Kerberos SPN Generation Setup Tool May 2010

4

PerformancePoint Text Filter – Configuration as easy as 1, 2, 3! April 2010

5

Kerberos Constrained Delegation – Active Directory (Part 2 of 6) April 2010
3 comments

FUTURESULTS, LLC Blog and FUTURESULTS, LLC Website are both created by Robert Lambrecht.

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New Blog Site–Under Construction


FUTURESULTS_LOGO_Blog

It appears that Windows Live Spaces (the home for this blog) is being dropped.  I am in process of moving this blog to its new home at WordPress.  Sorry for the inconvenience while the site is being updated.  The new blog can be found at http://FUTURESULTS.wordpress.com.

As always, you can continue to find product details at http://www.FUTURESULTS.com.

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