PivotTables 11: Key Performance Indicators, Actions, and Named Sets

re: PivotTables 11: Key Performance Indicators, Actions, and Named Sets

Bruce — Thu, 12 Jan 2006 21:52:57 GMT

David
Just a general note on the overall Excel blog. This is the best series on the use of Microsoft software I have seen. Much better than KB, or help files. Will you be combining this series in a sinlge location with indexes etc.? It will be a great reference on advanced features in Excel.
Thanks for the great info.
P.S. When will Excel 12 be available (beta or final)?

re: PivotTables 11: Key Performance Indicators, Actions, and Named Sets

Jeff Davis — Thu, 12 Jan 2006 23:51:23 GMT

Great details again, David.

I actually tried to play around with the PivotTable functionality in Beta 1 and noticed some oddity related to named sets.

Named sets can apparently only be added to rows or columns, not to the filter area (an error prevents this). This seems odd to me as you pointed out in your article that the purpose of a named set is to filter data.

The other oddity is that I can't add a named set and then add another user hierarchy from the same dimension as the named set. It wants to remove one or the other. This significantly reduces the usefulness of both named sets and user hierarchies.

This seems to be a very common scenario with named sets. Any plans to improve this post-Beta 1?

re: PivotTables 11: Key Performance Indicators, Actions, and Named Sets

David Gainer — Fri, 13 Jan 2006 07:34:45 GMT

Hi Bruce. Thanks for the kind words. I didn't really have any plans other than writing all this down, but a few people have asked. I guess we weill see. With regards to dates, best to sign up for updates from the Office Preview site: http://www.microsoft.com/office/preview/default.mspx ... there will be a public beta before we ship.

Jeff, good questions. In Excel 12, named sets will only be supported on rows and columns (where you can filter). Enabling this on page fields is someting on our list for future versions.

The second item you mention is something imposed by Analysis Services, so unfortuantely we cannot support that scenario in Excel.

re: PivotTables 11: Key Performance Indicators, Actions, and Named Sets

Jeff Davis — Fri, 13 Jan 2006 07:55:47 GMT

Thanks for the response, David.

I don't think the second item is a limitation of AS.

I am able to add a named set and a user hierarchy from the same dimension to the report space using the SQL Server Mgmt. Studio Cube Browser (which uses OWC 11, as I understand it). Not sure if this is the reason why, but using SSMS, Named Sets can only be added to the "Filter" area of the report, not rows or columns.

re: PivotTables 11: Key Performance Indicators, Actions, and Named Sets

David Gainer — Fri, 13 Jan 2006 20:08:36 GMT

Hi Jeff. There is a bunch of detail, so why don't you shoot me an email using the "contact" link and we can go from there.

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