The Setup Panel can be shown or hidden by clicking the Setup button on the toolbar. Selecting the items to place on the Rows, Columns, and Background is slightly different from how it was done in PerformancePoint Server. Along the left-hand side of the Professional client is the Setup Panel, as shown in Figure 6-30. The Hierarchies tab shows all dimensions in the cube as well as an item for Measures. Expanding one of the dimensions will show all of the hierarchies under it (both the user-defined hierarchies and the attribute hierarchies). The icons are different, with multilevel, user hierarchies presented using the pyramid-type icon shown on the Accounts hierarchy in the Account dimension in Figure 6-30.
Figure 6-30 The Setup Panel on the left-hand side of the Professional client is where users choose the dimensions and members to appear on the view.
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B u s i n e s s I n t e l l i g e n c e w i t h M i c r o s o f t O f f i c e P e r f o r m a n c e P o i n t S e r v e r 2 0 0 7When a dimension is found, it can simply be dragged into the Rows, Columns, or Background. Just as with the PerformancePoint Server Analytic Charts and Grids, there can be multiple dimensions on rows and columns. Removing a dimension from the Rows, Columns, or Background can be done by right-clicking on the dimension and choosing Remove or dragging the dimension out of the Rows, Columns, or Background panes. Moving items around does not immediately change the chart by default; to update the view, the user must click the Apply button on the toolbar. Users desiring to have the chart update as they make changes can choose Auto Apply from the View menu; with this option, the chart or grid updates as soon as the mouse moves off the Setup Panel. Many users prefer the Auto Apply setting, but when making selections that may result in long-running queries, users may accidentally move off the Setup Panel before they’re ready and then spend seconds or minutes waiting for the query to execute before they can finish making their changes.
The Setup Panel has two tabs: Hierarchies and Select Items. A user can click on a hierarchy or the Measures item and then click on the Select Items, or simply double-click on the choice and this will open the Select Items tab. For example, to change the measure being displayed, the user can double-click on the Measures item and the Select Items tab will appear with a list of all the measures. As explained earlier in this chapter, there cannot be multiple measures in the background at once, but selecting multiple measures here will create a drop-down for the chart, which ProClarity refers to as Slicers. Figure 6-31 shows three measures selected in the Setup Panel and the resulting Slicer that appears above the chart.
Double-clicking on a hierarchy (either user or attribute) in the Hierarchies tab opens the Select Items tab and allows users to select individual members of that hierarchy. For example, assume that the current query has Gross Profit in the Background, the Product Categories hierarchy in the Rows, and Date.Calendar hierarchy in the Columns. Now, in the Hierarchies tab, the user expands the Customer dimension and then double-clicks on the Customer Geography dimension. This opens the Select Items tab with Default (All Customers) selected. Expanding the All Customers member will reveal the members of the Country level. Selecting one of these items will automatically put the Customer Geography in the Background. Selecting two or more members will keep the Customer Geography hierarchy in the background but a Slicer will appear above the chart. In addition, an icon will appear next to the Customer Geography dimension to show that it is sliced. This symbol is shown in the illustration below left. This is fine if the desire is to keep the items separate, selecting one at a time by choosing them in a Slicer. If the goal is to combine the choices and sum them, clicking on the icon changes it to one representing combined items. This icon is shown in the illustration on the right below.
C h a p t e r 6 : A n a l y s i s w i t h P e r f o r m a n c e P o i n t S e r v e r a n d P r o C l a r i t y
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The Select Items tab also has a very powerful tool; the ability to search through the members of a hierarchy. Clicking the Search button opens a simple textbox in which the search criteria can be entered, and clicking on Go will search all members at all levels of the hierarchy. ProClarity users will need to exercise caution as the search may lead to unexpected results. Figure 6-32 shows what happens when a user searches the Customer Geography hierarchy for the word Monica: there are customers with the first name Monica, but there is also a city, Santa Monica, that shows up in the results. As long as a match is found at any level, it is returned in the results.
To search for a term at only one level, there is an advanced search feature that can be accessed by clicking on the word Advanced just below the search textbox. The Advanced Find dialog allows users to search for members at just a single level or to search on member properties, which may include many different attributes. For example, individual customers have member properties such as gender, occupation, a home owner flag, and more.
Figure 6-31 A Slicer can be added to any view by selecting multiple members of a background dimension.