Sharepoint 2010 Enterprise (PerformancePoint) KPI using multiple data sources
I am attempting to create a KPI that uses multiple data sources, with the “actual” data coming from an analysis services cube, and the “target” data coming from either a sharepoint list or excel services data source.
The setup is dead easy, adding multiple data sources etc. The problem comes trying to get the two data sources to correctly apply dimension or time filters.
Basically if my Excel Services data columns source looks like this:
| Date | Area | Target |
All that happens when the target data source is specified is the entire list gets summed up and put against every cell. So if the scorecard is showing area (a dimension) on rows, and a date on columns, whatever the sum total of my targets (summed on date and area) is listed as the target on every single row (and every date).
It seems to me that the dimensions specified in the actual KPI section (and the scorecard) don’t map to the other data source.
I’m wondering is what I’m trying to do possible? It seems like a great idea – the result would be management would have a really easy spread sheet they can access through sharepoint, modify targets and then save and have it updated across all the relevant KPIs.
What is the common solution for this? Do you have to get the target data into the same AS cube?
Related
newbie here working on something bit complicated..not sure how to start and whats the best way..looking for some advice and tips
So, we have 2 system running using MS Dynamics POS 2009 and have extract of all data (inventory/stock) in spreadsheets. Both dbo have pretty much the same items but because they have been run separately all naming and Part Numbers are in different format.
I need to create one database (one excel file) from both. Where partial match on Part Number will be identified and "merged" (keeping Part Number and Description from sheet1 and updating Stock (sheet1 stock + stock from sheet2)
Problem is that Part Numbers are written in completely different styles (by different people) and can by match only by some partial match (i guess last 3-6 characters in Part numbers)
I am not excel expert so any advice and tips would be appreciated.
Also have thoughts of loading those excel sheets into 2 separate SQL databases and doing it from SSMS as not sure if excel can cope with this
Thanks
I'm not 100% sure of the source data, but based on the available information here are some possible steps:
-Create a new Database in SSMS
-Load the data from your excel extracts in with the import data tool (Right on your newly-created database, tasks, Import data). This
will pull up a wizard that will transform your Excel spreadsheet to a table in SQL server. Do this for all spreadsheets
http://searchsqlserver.techtarget.com/feature/The-SQL-Server-Import-and-Export-Wizard-how-to-guide
-You may be able to do some matching based on the start/end of characters and use a MERGE statement to get unique data. The merge statement
allows you to set a match criteria, and then take certain actions depending on a positive or negative match. For example, if your different POS
systems have two different spreadsheets of products where there is some overlap, but also some products that are unique to each system, you could start with a source table from the first system and only insert products into it that are unique to the other system, if there is a match do nothing. Something like
MERGE ProductA A
USING ProductB B
ON RIGHT(A.ProductID, 5) = RIGHT(B.ProductID,5)
WHEN NOT MATCHED BY TARGET THEN
INSERT (ProductID, Descrption)
VALUES (b.ProductID, b.Description)
https://www.simple-talk.com/sql/learn-sql-server/the-merge-statement-in-sql-server-2008/
I wanted to get rid off one data source in Tableau, that's why instead of using 2 different data source for one dashboard, I wanted to copy all relevant fields from one data source to other. Is there any way in Tableau, by which I can copy-paste tos field from one to other data source?
In the attached screenshot, I wanted to copy the advisor sales field in data source biadvisorSalesmonth24 to bitransactionPartnerDay365:
You cannot make schema or structure changes to a table / datasource from within Tableau. If advisor sales is not in the bitransactionPartnerDay365 data source, then you will have to keep both data sources in the workbook and join them together.
Now, if you are familiar with the datasets and know the necessary table layout, you could write a custom SQL command and use that SQL command to retrieve the desired data as a single data source.
My current setup:
Users need to create reports in Excel which can contain various components like tables, charts etc. These report components are driven off large source tables which are provided to the workbook via a web service. Each source table lives on its own worksheet and the report components live on a separate sheet called "front_sheet".
A greatly simplified example is as follows:
On "input_sheet_1" there is a table which looks like so
The user would then like to create two tables for the report (on "front_sheet") which reference the table on input_sheet_1, that look like this:
These "output" tables contain columns which aren't on the source table (Total Spend) but they may contain more columns such as "Price in euros" where the "price" column is multiplied by some constant.
The table rows are also colour coordinated by their Category. Also there is a "Total" at the bottom of the output tables.
This is easy to do when the input table is static. However I do not know how to deal with this when the input table has a variable number of rows i.e. each time the workbook is refreshed the basket will have different numbers of different items.
Does anyone know how I can achieve this? A requirement is that the user setting up the report does not have to write any VBA at all.
Thanks for taking the time to read this.
I have a spreadsheet that lists customers, their supervisor information, and special feature codes that are listed on their account at the time the report was created.
I need to add a column to this sheet that lists the last active date that these codes were populated on the customer account.
I'm aware of how pull the info when the features were last active. However, I need to base my query based on these specific accounts and codes. What family of SQL Clauses can I use to read these preexisting values and return a corresponding date value?
Your question is a bit ambiguous. How are you populating the spreadsheet? Are you using an ETL application like SSIS or creating an Excel output from a SQL query in your database?
If you are populating an existing Excel spreadsheet, then create in that spreadsheet a new column called "Last Active Date" in preparation for populating it from the source.
If you are pulling the data from a database source, then there may be an associated history or archive table where you can find the pre-existing codes along with their corresponding dates. Here your database administrator and/or developer will be better equiped to assist you in navigating the database architecture. If the codes are no longer available in the source database, then no special SQL CLAUSE will assist. You cannot retrieve that which does not exist.
Using the subscription functionality of SSRS, I have automatically run reports in a scheduled manner and sent out e-mails with the results of the report. I have only done this using a single data source. My question is, can I do this while using multiple data sources?
My goal is to just run the same report across a collection of data sources, and then have all of the results from each data source get sent out in one e-mail as a subscription.
In my specific case, I just need a single row for each data source. My intent would be to form a table, with one row articulated for each data source.
Using the subscription functionality of SSRS, I have automatically run
reports in a scheduled manner and sent out e-mails with the results of
the report. I have only done this using a single data source. My
question is, can I do this while using multiple data sources?
This isn't clear because a single report can only be matched to a single subscription.
My goal is to just run the same report across a collection of data sources, and then have
all of the results from each data source get sent out in one e-mail as a subscription.
Do this in a single report that uses multiple data sources.
In my specific case, I just need a single row for each data source. My
intent would be to form a table, with one row articulated for each
data source.
Sounds like you have two options here:
Use Linked Servers:
Linking Servers Link 1.
Create Linked Servers Link 2.
Write a query that returns a single line for each source and use UNION ALL to create a single result set/'table'.
Create a report that uses the multiple data sources.
Have a single row table for each source and then arrange the tables to look like a single one when rendered.
Create a single subscription for your new report that combines multiple data sources.