Creating a Custom Dashboard Filter for PerformancePoint Server 2007 ~ Code Sample

Joe Hayes  (josehay@microsoft.com)

Microsoft Corporation

February 2008

Applies to:
Microsoft Office PerformancePoint Server 2007


Summary: This article contains a custom dashboard filter plug-in for Microsoft Office PerformancePoint Server 2007.

Sample Code File SQLQueryParameterSample

Introduction

You can create a custom dashboard filter plug-in for Microsoft Office PerformancePoint Server 2007. Filters let dashboard users refine the data that displays in scorecards and reports in a PerformancePoint Server dashboard. The custom filter sample in this article adds a "SQL Query" filter that works with ODBC data sources. The filter is populated with the results of a SQL statement or stored procedure.

The sample implements a custom filter data provider and wizard pages for building the filter. The data provider assumes that column 1 of the SQL result set is the key and column 2 is the display name. If there is only 1 column in the result set it is used for both key and display name.

Note: This sample filter does not contain a web control or implement filter persistence.

Instructions for Use

Prerequisite: PerformancePoint Monitoring Server and Visual Studio must be installed.

1. Unzip the file.

2. Follow the instructions in the INSTALL.txt file in the code sample.

3. Open ODBCSampleComplete.bswx and click Publish All on the Home tab.

6. Browse to your new dashboard on the web. When you change the filter, the data on the dashboard updates.

7. Now that you've built this sample from code and deployed it, use it as a model to create your own custom filters.

Conclusion

You can use the code sample as a model to create your own custom filters for Microsoft Office PerformancePoint Server 2007. For additional documentation surrounding this sample, see the "Dashboard Filters" section in the PerformancePoint Monitoring SDK on MSDN: http://msdn2.microsoft.com/en-us/library/bb836266.aspx

Published 12 February 08 04:27 by alysonp

Comments

# Noticias externas said on February 12, 2008 11:33 AM:

Joe Hayes ( josehay@microsoft.com ) Microsoft Corporation February 2008 Applies to: Microsoft Office

# Ronen said on February 17, 2008 7:59 AM:

Hi, i needs to filter the kpi data ,but the kpi’s are from different data sources.

Is there away to use one filter for 2 data sources  (the filtered dimensions has the same data at the 2 datasourdces).

# josehay said on February 19, 2008 2:52 PM:

Hi Ronen,

This can be done. You simply need to filter on something that is valid in both data sources. For example, your filter could provide a list of member unique names. Assuming these member unique names the filter provides are valid in both data sources, you could use them to filter your KPIs.

Hope this helps,

J

# ivonne said on February 21, 2008 11:14 PM:

Hi,

I tried installing the sample.  When I get to the part of opening the sample complete .bswx file, I get an error about workspace is not valid.   I go ahead and change the workspace to a valid one, but the there is no dashboards, kpi's, or any scorecards.

Can you help?  I will like to be able to use the sample for a project I'm working on.

Thanks in advance,

Aixa

# alysonp said on February 22, 2008 5:19 PM:

This blog entry covers implementing and using a custom filter designer and custom filter data provider in a development environment. Once you get this code working in your local development environment and you want to publish your custom filter so that all your users get your bits automatically when they visit Monitoring Central, then follow the steps under

"How to: Install filter Designers" in the article:

[url]http://msdn2.microsoft.com/en-us/library/cc159441.aspx[/url]

and the steps under "How to: Install Data Providers for Filters" in the article:

[url]http://msdn2.microsoft.com/en-us/library/cc159503.aspx[/url]

Joe Hayes (josehay@microsoft.com)

# josehay said on February 25, 2008 11:11 AM:

Hi Aixa,

Send me an email at josehay@microsoft.com and I can send you an updated .bswx file.

Thanks!

Joe Hayes

# Norm's PerformancePoint Server Blog said on March 21, 2008 12:03 AM:

I am fortunate to have a colleagues that are contributing to my Blog. Time does not always permit me

# abirb said on March 26, 2008 10:37 AM:

I was in process of creating a custom filter provider taking the cue from your source , actually i need to expose the Parameter BeginPoints and EndPoints such that I am able to create cascade filters.

I would be great to receive any pointers or help on this matter ..

Thanks in Advance

Abir

# josehay said on March 27, 2008 10:46 PM:

Hi Abir,

Send me an email at josehay@microsoft.com and we can take this offline.

Thanks!

Joe Hayes

# Yeshpal said on July 16, 2008 11:19 AM:

Can you please email me the updated .bswx file.

# Debasishp said on September 11, 2008 11:55 AM:

am working on cascading prompts. I tried to deploy your above sample.I did all the steps mentioned in the install.txt and also followed the msdn links which you said about,I still faced ceratin errors regarding the same:

1. When I open Report "AW Grid" it says that "data source is not available"

2. In the dashboard I do not see the SQL Filter , when I try to create the filter I do not see the SQL Filter in the template list.

Please help me on the same. Please consider this as an urgent basis. Your answer would be highly appreciated.

I would send to you an detailed mail about the steps, I carried.

Many Thanks,

Debasish

# josehay said on September 11, 2008 6:52 PM:

Hi Debasish,

Send me an email at josehay@microsoft.com and we can take this offline.

Thanks!

Joe Hayes

# Microsoft Business Intelligence Blog said on September 15, 2008 9:49 PM:

While Performance Point offers a wide array of "Out of the box" filter solutions, one of the holes that

# Amit C said on March 3, 2009 4:38 AM:

I am able to create filters in PPS using Dashboard designer and applying those filters in Score Card (SC). My further requirements are

- How to invoke PPS elements from ASP.Net (No Sharepointy) page

- how to pass context to my dashboard/SC so that i show only contextual SC to the user. I don't want to show generic SC with filter options. If it is possible from ASP.Net, great otherwise how to do this from Sharepoint.

Could someone please help.

thanks,

Amit

# josehay said on March 20, 2009 12:53 PM:

Hi Amit!

Send me an email at josehay@microsoft.com and we can take this offline.

Thanks!

Joe Hayes

# RobertLambrecht said on July 27, 2009 9:08 PM:

I think we have a custom filter with a lot of flexibility that you may want to check out:

http://robertlambrecht.spaces.live.com/blog/cns!1738EAC7F6359C6D!2110.entry

or

http://robertlambrecht.com and browse the BI section

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