PerformancePoint Time Intelligence quick reference
Applies to: SharePoint Server 2010 Enterprise
PerformancePoint Services in Microsoft SharePoint Server 2010 includes advanced functionality that includes Time Intelligence. You can use Time Intelligence to display information for dynamic periods of time, such as year to date or last 30 days, in your reports and scorecards. You can also create dashboard filters that use Time Intelligence.
When you include Time Intelligence in your dashboards, you use a particular syntax to create formulas that are known as TI formulas.
Read this article for an overview of the different kinds of TI formulas that you can use. For information about how to use Time Intelligence in your dashboards, see the following articles:
Create a Time Intelligence filter by using Dashboard Designer
Use the Connection Formula dialog box in Dashboard Designer to configure a filter connection
Quick samples
Formula structure:
[(]<Period>[Offset>[)][ <Function>[<Offset>]]]
To display | Formula | Result |
---|---|---|
Yesterday |
day-1 |
The previous day relative to the current date |
Tomorrow |
day+1 |
The next day relative to the current date. |
The current quarter and today |
quarter, day |
A set of time periods consisting of the current day and current quarter. |
Last 10 days |
day:day-9 |
A 10-day range including today. |
Last 10 days (excluding today) |
day-1:day-10 |
A 10-day range NOT including today. |
Same day last year |
(year-1).day |
Current date (month and day) for last year. For example, if the current date were December 10, 2010, then (year-1).day would show information for December 10, 2009. |
Same month last year |
(year-1).month |
Current month for last year. For example, if the current month were December, 2010, then (year-1).month would show information for December, 2009. |
Same range of a period of six months last year |
(year-1).(month-5): (year-1).(month) |
From 18 months ago to one year ago. For example, if the current month were December 2010, then (year-1).(month-5): (year-1).month would show information for the time period ranging from June, 2009 to December, 2009. |
Same range of months to date for last year |
(year-1).firstmonth: (year-1).month |
From the first month of last year up to and including the month parallel to the current month this year. |
Year to date |
yeartodate |
A single time period representing the aggregation of values from the beginning of the year up to and including the last completed period. The period corresponds to the most specific time period defined for the data source. |
Year to date (by month) |
yeartodate.fullmonth |
A single time period representing the aggregation of values from the beginning of the year up to and including the last completed month. |
Year to date (by day) |
yeartodate.fullday |
A single time period representing the aggregation of values from the beginning of the year up to and including the last completed day. |
Parallel year to date |
yeartodate-1 |
The aggregation of the same set of default time periods completed in the current year except for the prior year. |
Parallel year to date (by month) |
(yeartodate-1).fullMonth |
The aggregation of time periods last year that is equal to year to date periods for the current year. |
General conventions
TI formulas are not case-sensitive.
White space is ignored.
Use parentheses when you use a time period with an offset together with a function.
Offsets can be defined on any standard and “to date” time period.
The current period is assumed when no offset is specified.
Use singular nouns, not plurals in your TI formulas. For example, use "month" and not "months."
Syntax elements
The TI formulas consist of operators, periods and functions. The formula is intentionally simple yet robust.
Operators
Operator | Use |
---|---|
“.“ |
The period or “dot” operator delimits time periods from functions. The string in front of the dot always corresponds to the time period. The string following the dot always corresponds to the time period function. Example: year.firstMonth |
“+” or “-” |
The plus (+) and minus (-) operators are used to determine the offset relative to the current date. Use the minus sign (-) to specify time periods in the past. Use the plus sign (+) to specify time periods in the future. Example: day-1 |
“()” |
Parentheses are used to group a time period and its offset when you use them together with a function. Required. Example: (year-1).firstMonth:(year-1).month |
“,” |
Commas are used to delimit multiple time periods in the same formula. Example: year, Quarter, Month, day |
“:” |
The colon operator (:) specifies a range of time periods. Example: day:day-4 |
Standard time periods
Standard time periods supported in PerformancePoint Services include the following:
Period | Example |
---|---|
Year |
Year-1, year+2 |
Quarter |
quarter, Quarter-4 |
Month |
Month-2 |
Week |
Week-51 |
Day |
Day-9, day+2 |
Hour |
Hour-12 |
Minute |
minute-30 |
Second |
second+5 |
Standard time period functions
Time period functions can be applied to any standard time period using the dot operator (.). The functions available in PerformancePoint Services include the following:
Function | Use |
---|---|
FirstQuarter |
Specifies the first quarter in a year. |
LastQuarter |
Specifies the last quarter in a year |
FirstMonth |
Specifies the first month in a year or quarter. |
LastMonth |
Specifies the last month in a year or quarter. |
FirstWeek |
Specifies the first week in a year, quarter, or month. |
LastWeek |
Specifies the last week in a year, quarter, or month. |
FirstDay |
Specifies the first day in a week, month, or larger time period. |
LastDay |
Specifies the last day in a week, month, or larger time period. |
FirstHour |
Specifies the first hour in a day, week, or larger time period. |
LastHour |
Specifies the last hour in a day, week, or larger time period. |
FirstMinute |
Specifies the first minute in an hour, day, or larger time period. |
LastMinute |
Specifies the last minute in an hour, day, or larger time period. |
FirstSecond |
Specifies the first minute in a minute, hour, or larger time period. |
LastSecond |
Specifies the last minute in a minute, hour, or larger time period. |
Period-to-date formulas
Period-to-date formulas are new in PerformancePoint Services. Period-to-date calculations aggregate all the time periods to date up to the last completed full period. Incomplete time periods are automatically excluded. By default, they are evaluated to the lowest degree of precision in the data source. For example, if the most specific time period in the data source were days, then the month-to-date expression will aggregate all days from the beginning of the month to the last completed full day in the month. (The opposite is true for standard time periods; these automatically include incomplete periods.) PerformancePoint Services supports the following period-to-date time periods:
Period | Use |
---|---|
YearToDate |
Specifies a time period from the beginning of the year to the current period. |
QuarterToDate |
Specifies a time period from the beginning of the quarter to the current period. |
MonthToDate |
Specifies a time period from the beginning of the month to the current period. |
WeekToDate |
Specifies a time period from the beginning of the week to the current period. |
DayToDate |
Specifies a time period from the beginning of the day to the current period. |
HourToDate |
Specifies a time period from the beginning of the hour to the current period. |
MinuteToDate |
Specifies a time period from the beginning of the minute to the current period. |
Period-to-date functions
Period-to-date functions enable you to control the level of detail for time periods to include. If, for example, you want to show the year-to-date including up to the last completed full month, you can add a full-period function. PerformancePoint Services supports the following full-period functions:
Function | Effect |
---|---|
FullQuarter |
Specifies that the period to date should include up to the last full quarter. |
FullMonth |
Specifies that the period to date should include up to the last full month. |
FullWeek |
Specifies that the period to date should include up to the last full week. |
FullDay |
Specifies that the period to date should include up to the last full day. |
FullHour |
Specifies that the period to date should include up to the last full hour. |
FullMinute |
Specifies that the period to date should include up to the last full minute. |
FullSecond |
Specifies that the period to date should include up to the last full second. |
Parallel period-to-date
You can use Time Intelligence to compare values for a set of time periods for the current year to an equivalent set of time periods for the previous year. For example, suppose that the current year to date includes January–July of 2010. You may want to compare this value to the same set of time periods for the previous year; in this case January–July 2009. This is easy to do by using TI formulas. Simply add an offset value to the to-date period.
YearToDate-1
In fact, offsets can be specified on any to-date time period. This also works when a full period function is applied additionally. Remember to use parentheses in this case.
(YearToDate-1).FullMonth
See Also
Concepts
Configure data sources to work with Time Intelligence by using Dashboard Designer
Create a Time Intelligence filter by using Dashboard Designer
Use the Connection Formula dialog box in Dashboard Designer to configure a filter connection