Leveraging Performance Point Services - Microsoft Business Intelligence Tools for Excel Analysts - page 320

to a specific view by either changing the selections of the filter while observing the dashboard page
to see which views refresh based on the filtering action, or right-clicking the white space of a view
(not a cell or data point) and selecting Show Information Bar. If the view is linked, the information bar
displays the selections that were applied in the filter.
Searching filters
Integrated into the latest version of PerformancePoint, the filter search feature makes it significantly
easier to work with large datasets. Using the filter search, you can perform actions such as the
following:
➤ Search through a list of thousands of customers for a specific customer without scrolling. You
could find all customers whose names begin with “SMI” or end with “TH”.
➤ Select all “Monday” members in a hierarchical Date filter without traversing any hierarchies to
check individual boxes (assuming the lowest level has a long date format that includes day of
week; for example, “Monday, September 18”). To perform this action, you would search for
“Monday” and then select the Select All check box at the bottom of the filter. This causes the
report data to be filtered to all Mondays. In the past, doing something like this would have
required a separate Day of Week filter.
Ignoring the filter
You cannot remove a filter from the dashboard, but there are other ways to ignore it. The top-most
member in a filter is usually a catch-all bucket, appropriately named [All]. If you select the All member
of the Date filter, you're viewing data for all available time periods. However, sometimes a filter won't
show an All member, and in this case you can click the Select Visible button to select all top-level
members. This causes all available data to be retrieved at and below the level of the top-most mem-
bers in the filter. Similarly, you can click this button twice to clear any selections at the top-most level.
Default and remembered selection, security-limited filters
Filters apply changes to dashboard views after members are selected and Apply is clicked. However,
the first time a dashboard page is opened, any filters appearing on that page have one or more mem-
bers selected by default, causing the views to initialize based on certain predefined conditions. For
example, the dashboard design may require that the most recently added data be displayed by
default, in which case the date filter would have a default member of the current date, or the current
month, and so on. Likewise, a Currency filter may default to USD.
It is also possible that two different users of the same dashboard would see different lists of available
members in the same filter, and therefore have different default members. For example, if the busi-
ness data is segmented by organizational responsibilities, with some users falling into a corporate
category and others falling into specific business units, corporate users may see all business units
while the rest may only see their business units.