HOWTO: Hide filters for dimensions that confuse users

For data entry forms (and even some reports) its pretty important to keep contributors focused on their specific task. Its especially easy for users who are not familiar with OLAP or PPS to be confused by some things: “TimeDataView” and “Business Process” are two dimensions in particular that are just not relevant to expose to…

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Why not use the "where clause" for filters instead of "on pages"?

Short answer: In SP1 the PPS Planning add-in will use the where clause and life for MDX experts will be back to normal.* Long answer: Because of the extra properties needed for writeback. The CellSet returned by AdoMd.Net does not return member properties for members specified in the where clause. What additional properties the add-in…

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HOWTO: Make 1 filter control more than 1 matrix

A common request by form authors is to create a “start here” worksheet page where contributors can change some global filters. Then they advance to other worksheets in the workbook to do their actual data entry. Other times authors just want to link multiple matrices so that changing the filter on matrix A also changes…

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HOWTO: Show actuals from the past while forecasting for the future

Also phrased: How can I create an “asymmetric crossjoin” without using custom MDX? MDX experts will probably recognize this issue right away and understand how to build a matrix from scratch for this. But not everybody recognizes that the add-in has specific support for this scenario. It’s called “defining member intersections” and it can be…

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HOWTO: Filter rows and columns by selecting from a filter

(Sorry for the gap since my last post, things have been a bit busy lately in Peter Eb. land…) One simple way to do this filtering is to enable suppress blank rows or suppress blank columns. Then when there is no data (non-null) in the cube for those rows/columns they won’t be shown. This is…

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"Report" authoring and PPS Planning Business Client

Sorry this isn’t a super technical post, most of this information should be pretty well known by now. Ah the glory of having your own blog: you get to say a lot of junk that everybody already knows but you repeat anyway just to sound important….   Off hand there are 6-ish ways I can…

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HOWTO: Validate 2 filter selections match using a member property

A recent post by “abdulmohi” in the PPS Planning forums asked about linking or cascading filters. So that once one filter was selected, another filter would be updated to match the first. In abdulmohi’s case it was obvious what the linkage should be because there was a member property in the first dimension. There is…

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What does this PPS Planning workflow action mean?

Workflow handles jobs, cycles, assignments and more. In keeping with my focus on the PPS Planning Business Client (aka Add-In for Excel), this post will just cover those actions related to assignments. In keeping with my new analogy of describing workflow as the paper/check-based banking system I’ll try to use some comparisons as well, although…

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Gemini Cures Cancer…Not!

Most of the people reading this blog have probably also seen demos or at least heard of Gemini and it’s magical powers of solving all BI problems known and unknown. (And you probably want to be looking at it. You can see if you get accepted to the CTP from the instructions here. I understand…

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Radio Silence

Well radio silence has been maintained quite successfully. Sorry for the lack of updates but with Planning development ended I haven’t had a lot to say… Office 2010 (aka Office 14) is finally starting to see the light of day. I know some of you by now have gotten your hands on the Technical Preview…

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