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Tuesday, May 5, 2009

Request for comment: Global filters linked to different models

Modifying the RDL of a PPS Matrix to activate functionality within the product… tedious but useful.

We've found a way of implementing global filters (we use dimension property filters) for different models... and we'd like to know pitfalls of our approach (for the moment I can guess 2 :-))

Task: Apply global "Entity - Office" filter to Operations and Salary models

Approach:

1. Create all matrices and filters needed and apply corresponding filters to matrices.

Matrix 1: Model - Operations. Columns - Entity:Business unit Leaves. Rows - Account. Dimension property filter: Entity - Office. 

Matrix 2: Model - Salary. Columns - Account. Rows - Entity:Employees. Dimension property filter: Entity - Office

2. Edit RDL

2a. Find filter definitions

<ReportParameter Name="PerformancePoint_ebb03fb2_b6f8_4298_91cf_ceb94ee473ff"> ' Filter from Operations Model to be applied to Salary model

</ReportParameter>

<ReportParameter Name="PerformancePoint_ef581824_8178_4b6b_a743_59a26f740964"> ' Filter from Salary Model to be "skipped"

</ReportParameter>

2b. Replace Name and Value for QueryParameters using appropriate name of one of the filters (ReportParameter) you want to use for different models:

<QueryParameters>

<QueryParameter Name="PerformancePoint_ef581824_8178_4b6b_a743_59a26f740964"> ' to be replaced with see bellow

<QueryParameter Name="PerformancePoint_ebb03fb2_b6f8_4298_91cf_ceb94ee473ff">

<Value>=Parameters!PerformancePoint_ef581824_8178_4b6b_a743_59a26f740964.Value</Value> ' to be replaced with see bellow

<Value>=Parameters!PerformancePoint_ebb03fb2_b6f8_4298_91cf_ceb94ee473ff.Value</Value>

</QueryParameter>

</QueryParameters>

3. That's it.

If I select Office for Operations matrix, it's also applied to Salary Matrix :-)

Guessed pitfalls:

1. Forms and reports created using this approach can't be migrated to other application - this is hardcode! :-(

2. Any change to report definition will destroy our filters override - this is hardcode! :-(

Any thoughts re other difficulties we'll meet?

Regards, Vasily

Request for comment: Global filters linked to different models

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