Mapping Dashboard Filters to Analytic Charts and Grids

Been asked about this capability a bit recently, so thought I would create  post specifically around this topic.

When creating  Analytic Charts and Grids you have 2 ways to create these.  First, using the Analytic View Designer (AVD - design tab) or second, by manually entering MDX on the Query tab.

Analytic View Designer Queries

These are created by dragging and dropping the hierarchies and measures that you want applied to the query out to the layout area at the bottom of the chart or grid. Then select the items you want from the hierarchies.  Each of the hierarchies placed in the layout area of the view will be available as a filter endpoint.

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When linking a filter, you will see the Item By Category hierarchy, the Time Calendar hierarchy, the Measures hierarchy and the Store District hierarchy.

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Custom MDX Queries

You can also create an analytic chart or grid by manually entering your MDX expression on the Query  tab of the view. If you manually enter MDX you have to manually insert your parameters using the <<paramname>> syntax in your actual MDX expression, this will make the paramname a dashboard endpoint item that you can map a dashboard filter to.  Notice that in the below query, I manually inserted the Parameter <<geo>> into the place in the query where I want to apply the filter.  The filter will apply using an MDX overwrite of the parameter token that you have assigned.  Only those tokens that you have inserted will be available as a filter endpoint when constructing your dashboard.

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For these views, only those parameter tokens are available as a filter endpoint.

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I recommend creating all the views that you can using the AVD simply because those views will enable users to navigate on the hierarchies within the view, performing drill down, drill up, cross drill operations etc.  When creating a view using an MDX query, you will lose the ability to navigate the hierarchies. 

Alyson Powell Erwin

alysonp@microsoft.com