Passing Context from Scorecards to other Report Views

The PerformancePoint Monitoring Server scorecards have several available fields that can be passed to other report views within a dashboard. When viewing a scorecard in the Dashboard Designer you see these listed in the Available Fields list of the scorecard.

As seen in the above screenshot, there are many different fields that can be passed from a scorecard to other report views in a dashboard, including the Display Value of the KPI selected, the Name of the KPI selected, the ID (internal PPS ID), Description of the KPI, Person Responsible, Display Value of the cell, Member UniqueName and Display Value of dimension members that are placed on a row of a scorecard and Member UniqueName and Display Value of dimension members that are placed on the columns of a scorecard.

Additionally, custom properties added to KPIs will surface in this list and be available for passing to report views. This can be useful for passing measure names to analytic views as shown in the second example below.

For the first example, we will pass a member in a row of a scorecard to an analytic view. In the following dashboard, when we click on a dimension member (Bikes for example), we want to pass that member to the analytic chart so that it filters and shows trend data for only Bikes.

This allows us to pass context from the scorecard to another report view. To set this up, we drag the Row Member, Member UniqueName to the report view in question.

In the Filter Link Editor dialog select the appropriate hierarchy for the Dashboard item endpoint. Note, the dimension hierarchy used in the rows of the scorecard MUST be the same as the dimension hierarchy selected in the Dashboard item endpoint.

For the second example, we will pass the measure from a KPI to an analytic view. In the below scorecard, when someone selects a KPI in the scorecard, I want to pass the underlying measure to the trend chart directly underneath the scorecard.

Notice that with the Gross Profit % KPI selected the trend chart below the scorecard shows the Gross Profit % measure trended over time.

Since KPIs do not have to be an exact representation of a measure, we have to set up a custom property on the KPI itself that will contain the MDX representation of the measure name. We will set up a custom property on the KPI called MeasureName and input the MDX for the measure.

By adding this property and saving the KPI, the custom property will appear in the list of available fields for the scorecard. Now, we can drag the custom property MeasureName to the analytic view and configure the Filter Link Editor dialog as follows.

Alyson Powell Erwin (alysonp@microsoft.com)