Share via

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

  • Article

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: https://msdn2.microsoft.com/en-us/library/bb836266.aspx

Comments

  • Anonymous
    February 12, 2008
    Joe Hayes ( josehay@microsoft.com ) Microsoft Corporation February 2008 Applies to: Microsoft Office

  • Anonymous
    February 16, 2008
    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).

  • Anonymous
    February 19, 2008
    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

  • Anonymous
    February 21, 2008
    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

  • Anonymous
    February 22, 2008
    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)

  • Anonymous
    February 25, 2008
    Hi Aixa, Send me an email at josehay@microsoft.com and I can send you an updated .bswx file. Thanks! Joe Hayes

  • Anonymous
    March 20, 2008
    I am fortunate to have a colleagues that are contributing to my Blog. Time does not always permit me

  • Anonymous
    March 26, 2008
    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

  • Anonymous
    March 27, 2008
    Hi Abir, Send me an email at josehay@microsoft.com and we can take this offline. Thanks! Joe Hayes

  • Anonymous
    July 16, 2008
    Can you please email me the updated .bswx file.

  • Anonymous
    September 11, 2008
    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

  • Anonymous
    September 11, 2008
    Hi Debasish, Send me an email at josehay@microsoft.com and we can take this offline. Thanks! Joe Hayes

  • Anonymous
    September 15, 2008
    The comment has been removed

  • Anonymous
    March 02, 2009
    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

  • Anonymous
    March 20, 2009
    Hi Amit! Send me an email at josehay@microsoft.com and we can take this offline. Thanks! Joe Hayes

  • Anonymous
    July 27, 2009
    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

  • Anonymous
    May 30, 2010
    Hi Joe, I have the same question as Amit and Debasish, is there any answers and help. HAssan

  • Anonymous
    June 01, 2010
    Unfortunately, cascading filters are not supported in PerformancePoint 2007. However, you can create cascading parameters using Reporting Services. See this link - msdn.microsoft.com/.../aa337169.aspx Hope this helps, J

  • Anonymous
    August 24, 2010
    I tried following the instructions on the install.txt file and added config entries to all the required files. however, when I open the dashboard, it gives me a 'Object reference not set to an instance of the object' error. Also, the filter template doesn't appear when I try to create a new filter in another dashboard. Could you please point me to what I could be missing? Thanks! Athulya

  • Anonymous
    August 24, 2010
    The comment has been removed

  • Anonymous
    October 05, 2010
    Hello Joe, This posting is great. We have successfully implemented a Custom Filter for PPS 2007. Since Microsoft doesn't support migrating Custom Filters developed for PPS 2007 to PPS 2010 I'm facing lot of challenges as to what should be correct path to follow to get this Custom Filter to work as it did on PPS 2007. I would like to know whether you have posted any articles on how to do this same on PPS 2010. Thanks in advance.

  • Anonymous
    October 05, 2010
    See the posting "How do I create or migrate from PerformancePoint 2007 custom extensions for Dashboard Designer in PerformancePoint Services 2010?" on the PerformancePoint team's blog (see blogs.msdn.com/.../how-do-i-create-or-migrate-from-performancepoint-2007-custom-extensions-for-dashboard-designer-in-performancepoint-services-2010.aspx ) Short version - you can re-use most of the server side code (data providers and renderers) by updating method signatures and references. You will need to re-write the custom filter editor. Let me know if you have more specific questions. J

  • Anonymous
    October 05, 2010
    The comment has been removed

  • Anonymous
    October 05, 2010
    Send me an email at josehay@microsoft.com so we can take this offline. Thanks, J

  • Anonymous
    December 03, 2010
    We have successfully implemented this update to Dashboard Designer and can create ODBC filters. But when we preview the dashboard, nothing is returned from the server. Can you point us in the right investigative direction? Thank you in advance, M & G

  • Anonymous
    December 05, 2010
    I would start by looking in the PPS server's application log. The error messages the server logs can often be very helpful in finding out what is wrong. HTH, J

  • Anonymous
    December 05, 2010
    I checked the log and found that the custom provider was not registered. When I run regsvr32 on SqlQueryParameterProvider.dll I get the error The module SqlQueryParameterProvider.dll  was loaded but the entry-point DllRegisterServer was not found. Make sure that SqlQueryParameterProvider.dll  is a valid DLL or OCX file and then try again.

  • Anonymous
    December 08, 2010
    Please install the assembly to the GAC using gacutil.exe on the PPS server machine. Thanks! J