Using MDX for Enhanced Scorecards and Dashboards

Alyson Powell ErwinSr. Program ManagerMicrosoftBIN307

Session Objectives and Takeaways

Understand MDX integration pointsKPIsReport ViewsFilters

TopicsMDX in KPIs

Create TrendsKPIs banded by Stated ScoreAbility to pass measures to Analytic ReportsShow textual or date information

MDX in Report ViewsCustom MDX Report View

MDX in FiltersDynamic FiltersFilter Override expressionsTabular filters

The PossibilitiesTrends and Dates in Scorecards

Totals

Changing Analysis in Grids

Creating Trend Targets

Using MDX you can create trend targets in your KPIs

Create a new targetEnter an MDX expression for the value

Creating Trend Targets

Format the target as a percentageSet calculation column to defaultWill set thresholds as part of stated score demo

Stated Score Banding

MDX can be used to control your banding through the use of Stated Score

Useful when you want to band by a different number than either your actual or a comparison between actual and target

Stated Score Banding

Select “Band by stated score (advanced)”

Make sure you “Specify Data Mapping…”

Stated Score Banding

Enter your MDX expression that you wantto band by

Set up your thresholds – these are based on the result of the calculation you just entered

Pass Measures to Reports

Using a custom property and MDX, you can configure a KPI in a scorecard to pass the measure name to an analytic reportEnables creation of single report vs multiple for each KPI (EX: trend chart for KPI over last 12 months)

Pass Measures to Reports

Set custom property on each KPI with MDX expression representing the measure

Pass Measures to Reports

Create trend chart

Pass Measures to Reports

Link scorecard property to report view

Show Text or Dates in KPIs

Occasionally, you may want to display dates or text in a scorecard

Show Text or Dates in KPIs

Requires member properties containing your date information in your cubeAccess the member properties through MDX

Show Text or Dates in KPIs

When Banding, will need to Band by Stated Score and have a numeric value to band by

Custom MDX Report Views

Need to show a filtered view or a view with subtotals? Use custom MDX

Warning: You will lose navigation on these custom views

Custom MDX Report Views

Top 10 Count (with Filter Parameter)SELECT{[Measures].[Sale Amt]}ON COLUMNS,

{ORDER (TopCount (Descendants (<<category>>, [Item].[by Category].[Item]) , 10, [Measures].[Sale Amt]), [Measures].[Sale Amt], BDESC)}ON ROWS

FROM [REAL Warehouse]

Custom MDX Report Views

SubtotalsWITH SET colset as '{ [Time].[Calendar].[2004].Children }' SET rowset1 as '{ [Store].[Geography].[District].Members }' SET rowset2 as '{[Measures].[Sale Amt], [Measures].[Sales Qty] }'MEMBER [Store].[Geography].[Total] as 'sum(rowset1)'MEMBER [Time].[Calendar].[Total] as 'sum(colset)'

SELECT { colset, [Time].[Calendar].[Total] } ON COLUMNS , { {rowset1, [Store].[Geography].[Total]}*{rowset2}} ON ROWS

FROM [REAL Warehouse]

Custom MDX Report Views

Dynamic Filters

Create an MDX filter in order to keep your filters dynamic

New members added to cube will be added to filterNo way to set a default member

Filter Override Expressions

Pass an expression from a selected filter to a report viewReference currently selected filter member by <<UniqueName>>

Filter Override Expressions

Simple MDX expressionsSome complex expressions have not worked for me (Generate, VBA functions, etc)

Tabular FiltersAbility to pass filter values to multiple data sources

Ex: 2 cubes with slightly different hierarchies, but similar membersEx: use 1 filter to pass context to tabular data sources and OLAP data sourcesEx: use a tabular data source to change dimension members shown in analytic charts/grids

DO NOT use a tabular filter when you simply want to have a filter for tabular data sources (use Member Selection)

Tabular Filters

Ignore aggregationsList each member of your data source even if duplicates

Tabular Filters

Multiple cubes that do not use shared hierarchies, yet hierarchies are very similar

Can construct a tabular filter, put values in Excel for source of filter

Tabular Filters

Create Tabular Filter based off data sourceCan construct a tabular filter, put MDX values in Excel for source of filter

Tabular Filters

Link to the different views by the appropriate column name

Tabular Filters

Create a single chart and let user choose which dimension to analyze by

Tabular Filters

Create your tabular data source containing your filter display values and MDX expressions

Tabular Filters

Create your report viewCreate your tabular filter

Tabular Filters

Link the filter to the report view

Dashboard item endpoint will be the hierarchy that is on the axis you wish to replace

question & answer

www.microsoft.com/teched Sessions On-Demand & Community

http://microsoft.com/technet Resources for IT Professionals

http://microsoft.com/msdn Resources for Developers

www.microsoft.com/learning Microsoft Certification & Training Resources

Resources

www.microsoft.com/learningMicrosoft Certification and Training Resources

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BIN203 Democratizing Business Intelligence: Delivering BI to the Masses

BIN02-HOL Dashboards End to End

Track Resources

http://blogs.msdn.com/performancepoint

http://www.microsoft.com/bi/

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