HOWTO: Dynamic rows or columns with a dimension property filter

To filter rows and columns by a filter selection has previously been discussed here. But one thing you might not have noticed is that the list of property values (aka the filter scope) is static. If a new member property appears the form needs to be modified to include it, even if the “all” button….


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…


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…


HOWTO: Select a time range that is dynamic (updates over time for a rolling forecast)

There are 2 kinds of ranges that the PPS Planning Member Picker supports: 1) From the selected member to an offset from current period (or vice versa). 2) Or from an offset from the current period to another offset from the current period. (It’s also possible to simply use an offset from the current period…


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…


What does this status "xyz" mean for my assignments?

Workflow in PPS Planning is completely asynchronous. This allows the server side to scale and handle many, many simultaneous submissions, job requests etc. Its possible to add more server’s to the pool that handles this asynchronous queue. From the add-in perspective there are 2 things that interact with workflow: Jobs and Assignments. How Jobs work…


What does the error "filter selection for dimension XYZ is not in the filter scope"?

This is a confusing error for users and form authors alike, especially since the add-in help does not have a glossary entry for "filter scope". I fear I came up with the error text, so I apologize. So to hopefully rectify this situation, we have this post. (Plus technically its not an error, it’s a…


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…


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…


HOWTO: Show numbers as 1,000s in Excel

This time there’s nothing really specific about PPS. It’s more of an Excel post actually…  I’ve seen this a few times. Sometimes the data form authors want to show is big, and they want to show 1 instead of 1000 or 1 instead of 1000000. There are a bunch of complicated games you an play…