Add a Time Intelligence filter to a PerformancePoint KPI

 

Applies to: SharePoint Server 2010 Enterprise

After you have created a PerformancePoint KPI, you can use PerformancePoint Dashboard Designer to configure that KPI to use Time Intelligence. For example, suppose that you want to configure a KPI that shows performance on a year-to-date or month-to-date basis. You can do this by adding a Time Intelligence filter to the KPI.

You can add a Time Intelligence formula to a KPI’s Actual value, Target value, or both.

Important

Time Intelligence filters will only work with data sources that have been configured to work with Time Intelligence. Make sure that each data source that is used by a KPI is configured correctly before you add a Time Intelligence filter to a KPI. For more information, see Configure data sources to work with Time Intelligence by using Dashboard Designer.

To learn more about Time Intelligence, see Extend PerformancePoint dashboards by using Time Intelligence.

Adding Time Intelligence to PerformancePoint KPIs

When you extend a KPI by adding Time Intelligence filters to that KPI, you begin by opening an existing KPI for editing. Then, you use the Editor tab in the center pane of Dashboard Designer to additionally configure that KPI. Before you perform the procedures in this article, make sure that you have an existing KPI to configure. To create a KPI, see Create and configure a KPI by using Dashboard Designer.

Open a KPI for editing

To open a KPI for editing

1. In Dashboard Designer, locate the Workspace Browser on the left side of the window, and then click PerformancePoint Content. The center pane displays two tabs: SharePoint and Workspace.

2. Using the SharePoint and Workspace tabs, locate a KPI that you want to configure.

3. Double-click the KPI that you want to configure to open it for editing.

Add a Time Intelligence filter to a KPI

When you add Time Intelligence filters to a KPI, you use the Dimensional Data Source Mapping dialog box. You configure each Actual or Target value separately.

To add a Time Intelligence filter to a KPI

1. In the center pane, on the Editor tab, locate the Actual or Target value for which you want to add a Time Intelligence filter.

2. In the Data Mappings column, click the hypertext. A Data Source Mapping dialog box opens. You add a Time Intelligence filter to a KPI’s value by using the Dimensional Data Source Mapping dialog box. Depending on which Data Source Mapping dialog box opens, use one of the procedures shown in the following table.

   Data Source Mapping dialog box type	Procedure
   Fixed Values Data Source Mapping	If the Fixed Values Data Source Mapping dialog box is open, you cannot add a Time Intelligence to that value as it is configured. You can either select a different value, or you can specify a different (dimensional) data source to use for that value. To use a different data source, take the following steps: Click Change Source to open the Select a Data Source dialog box. Use the SharePoint Site and Workspace tabs to locate the data source that you want to use, and then click OK. Proceed to Step 3.
   Dimensional Data Source Mapping	If the Dimensional Data Source Mapping dialog box is open, proceed to Step 3.
   Calculated Metrics Data Source Mapping	If the Calculated Metrics Data Source Mapping dialog box is open, then the KPI’s Actual or Target value is based on a formula that consists of one or more other values. You can define a Time Intelligence filter for each value that is listed in the Calculated Metrics Data Source Mapping dialog box, provided it does not use fixed values. In the Calculated Metrics Data Source Mapping dialog box, click the hypertext in the Source column for a value. Notice which kind of Data Source Mapping dialog box opens If the Dimensional Data Source Mapping dialog box is open, proceed to Step 3. If the Fixed Values Data Source Mapping dialog box opens, click Cancel and select a different value. Or, specify a different data source to use for that value. To use a different data source, take the following steps: Click Change Source to open the Select a Data Source dialog box. Use the SharePoint Site and Workspace tabs to locate the data source that you want to use, and then click OK. Proceed to Step 3. For more information about calculated metrics, see Add calculated metrics to a PerformancePoint KPI.

3. In the Dimensional Data Source Mapping dialog box, click New Time Intelligence Filter to open the Time Formula Editor dialog box.

4. In the Time formula section, type a formula.

   The formula that you specify uses a particular syntax that includes some combination of time units, which are known as time members, operators, and functions. A few examples of Time Intelligence formulas are included in the following table.

   Formula	Description
   YearToDate	Displays current year-to-date information.
   Month:Month-5	Displays information for the past six months.

   For more information about Time Intelligence formulas, see PerformancePoint Time Intelligence quick reference.

5. In the Preview section, click Preview to validate your formula.

   • If the formula is valid for the data source that is used by that KPI’s value, the formal query is displayed in the Preview section.

   • If the formula is not valid, the formal query is not displayed, and an error message might occur. Edit the formula, and then click Preview again.

6. Click OK to close the Time Formula Editor dialog box.

7. In the Dimensional Data Source Mapping dialog box, notice the new row for the Time Intelligence filter. Click OK to close the Dimensional Data Source Mapping dialog box.

8. Repeat for each value for which you want to add a Time Intelligence formula.

   • If the Calculated Metrics Data Source Mapping dialog box is open, repeat Steps 2-7.

   • If no Data Source Mapping dialog box is open, repeat Steps 1-7.

9. In the Workspace Browser, right-click the KPI, and then click Save.

See Also

Concepts

Create and configure a KPI by using Dashboard Designer
Extend a PerformancePoint KPI
Create a scorecard by using Dashboard Designer