PPS / Performance Point Date Range for Scorecards - ssas

How do I go about adding a From and To date range to a scorecard and analytic report?
It doesn't seem to be well documented anywhere (including PPS books!) but surely a basic requirement for any report.
Is it possible? Or is it necessary to add 2 filters: a DateTime picker and a 'Lag' filter (which contains the number of days / weeks / months in a dropdown):
The requirement is to create a scorecard, with KPIs based on previous years performance, so there are 2 date parameters both of which need to be passed into the KPI to filter down the results (ParallelPeriod).
Thanks in advance

You can do this with analytical reports, but not with the scorecard. For the report I wouldn't necessarily recommend it because you will need to modify the MDX to setup parameters and that means you will lose the interactivity features with the report. Here is an example of setting up parameters in the MDX - http://dailyitsolutions.blogspot.com/2011/01/from-date-to-date-in-performancepoint.html.
Dashboarding is typically looking at and anlyzing periods of times which you can easily do versus the date ranges that you would typically find in operational reporting. You might want to take a look at possibly using some time intelligence features that are available in PerformancePoint if you do not have this available in your SSAS database.
Here is an overview on the TI formulas - http://blogs.msdn.com/b/performancepoint/archive/2010/01/21/time-intelligence-formula-quick-reference.aspx

Related

How to bypass default parameter to include a range or better SQL?

EDITED (AGAIN): added tables and two screenshots (one of Google Sheets Chart and another showing mutliple issues in DS) to help demonstrate what I am seeing.
Short Version: I have created a parameter to help me score trending topics based on the date range filter. However, I want to be able to show a range of dates' worth of data, not just a specific date's worth of data. In theory, I could make the parameter a checklist with a huge range, but that doesn't seem efficient or sustainable down the road.
Disclaimer: I am about a week into SQL and Data Studio.
Long Version: We are tracking trends over time from a specific customer data set. I'd like to make it so that when a user adjusts the time range, various topics’ " score " depends on the end date. For instance, every time the topic "Recession" is brought up, it is given a score. That score is weighted based on when it was said. I was using 365 as the highest possible score so that anything over a year is null. So if "Recession" is referenced twice, once a week ago and once today, the avg score for recession is 361.5, but if a reference is made to the topic "Talent Management" twice today, then it would have a score of 365, and so forth across a growing list of 50+ topics pertaining to 50+ specific communities we are tracking the topics across.
Here is an example:
topics
groups
entry_date
recession
A
2022-11-24
talent mgt
A
2022-11-24
recession
B
2022-11-22
economy
A
2022-11-22
recession
C
2022-11-15
talent mgt
B
2022-11-8
This score would then affect the bubble size on a chart where the Y-axis is the count of unique groups referencing the topics, and an x-axis based on the range of average scores.
The goal is to be able to see which topics are the most common across groups, which ones are emerging trends, and which ones are dated trends by having a range slider. That way users (colleagues in other departments) can play with the date range "see" the bubbles moving in location and size.
example of static chart in google sheets
I could then also use the same data and fields to measure the percentage of topics being discussed across groups based on the weighted averages against a time range.
In Goolge Sheets I can do this with an xLookUp to a tab that has a column of 0-365 and then next to it a column of 365-0 (on a tab called 'scales') and then a cell on a sheet that you can put any date as the point in time, and it affects all the scores, tables, charts, etc. (I used. =xlookup((point_in_time - entry_date), 'scales'!A:A, 'scales'!B:B, "0")
In the data studios custom SQL I used:
SELECT
*
FROM
`qRaw_data'
where
DATE(_entry_dates_) between
parse_date('%Y%m%d', #DS_START_DATE) and
parse_date('%Y%m%d', #DS_END_DATE)
AND
#pit_date_diff = date_diff(
parse_date('%Y%m%d', #ds_end_date),
_entry_dates_,
day
)
Then I created a field that is time_score of:
avg((Pit_Date_Diff-365)*(-1))
I have been googling and youtubing like crazy and think I either have to come up with a way to override the #pit_date_diff default value OR I need to use a CASE WHEN in the custom query where each time the date_diff is 1 then 365, and so on, but when I try that I get all sorts of errors.
I would like below to include all topics averaged based on all entry dates, not just those that correlate with the inputted parameter field.
currently, I can only show specific entry dates due to the parameter
I appreciate any and all help. I am a week into using data studio and am going cross-eyed Googling and YouTubing things. There is likely a better logical path to accomplish all this. Hoping for a holiday miracle.
Thanks in advance.
It turns out this was much easier than I realized... I added an AS syntax to create a column and then created a field that created the same metrics that I had in the Google Sheets:
SELECT
*,
(date_diff(parse_date('%Y%m%d', #ds_end_date), _entry_dates_,day)) AS q_time_diff
FROM
`qRaw_data`
Then the score field is: (avg(q_time_diff)-365)*(-1)
In case that helps any others in the future... ¯\(ツ)/¯
Happy Holidays!

SSAS Tabular Time Intelligence functions

I am using a tabular model compatibility level 1200, and I want to use Time Intelligence calculations like YTD, LYTD, etc.
Is it possible to do that on this version of SQL Server Analysis Services?
Is it possible to create a date dimension on SSAS Tabular?
Regards,
Yes you can use time intelligence calculations in SSAS. The best place to start for checking DAX support in the version is Power BI, Excel and SSAS is dax.guide, here for example is the DAX link for TOTALYTD
You can create a Date Dim in a number of ways in a DAX format for example using CALENDARAUTO, or import it from you calendar in your source system if you have one. However as you are using SSAS compatibility 1200, you don't get the option of calculation groups (Compatibility 1500), which means you'll have to create a YTD measure for each of the items you need a YTD value for. For more on this subject please see the SQLBI resource on time intelligence

Using #Prompt in sql using SAP BO WEBI 4.2 SP3

I'm running a series of reports where time window called in query is rolling, and individual per report.. Some reports look 400 days back, others look 10 weeks back, while others again look at -40days/+80days... and so on - many options.
All reports are scheduled in daily or weekly runs, meaning setting prompts will require a manual reset of prompt for every instance through the scheduler. Not optimal.
I know the universe designer can design specific filters to drag into the queries using the query designer, but with so many different options, I find it a bit of an issue that the universe designer should create specific filters for these specific purposes, adding a vast number of specific filters intended for specific use to various universes.
I'm after an option where it is possible to assign a calculation to a date field, which stay fixed for the purpose of the report for every scheduled instance.
For instance, looking at invoice date from 400 days before today and onwards would look like Where DIM_TIME_INV.DAY_DAY >= sysdate -400 - This I can hardcode into the SQl of the specific report, and it will stay through the scheduler and roll 1 day for every day the report is run. But if I decide to make a change in the query elements, the SQl is screwed, and I will have to manually add the modification to the SQL again.
I found an article reg. the use of #Prompt and would ask universe designer to try and sandbox this in our version of BO.
While I'm being impatient, I try myself using following code based on example 4 from linked article.
SELECT
#select('DIM_TIME_INV.DAY_DAY') >= sysdate -(#prompt('Invoiced, days before today:','N',[DIM_TIME_INV.DAY_DAY],mono,free))
FROM
DIM_TIME_INV
Testing the SQL gives following error:
ORA-00936
SAP kba 2054721
The whole idea is to have a flexible yet consistent dimension that will calculate every time the report is run, without losing the code whenever new items are added to the report.
Does anyone know of a way to use the #Prompt in SQL for SAP WEBI 4.2? - Or any other way to have 'flexible' time dimensions where it is possible to set a from-date or to-date independently or even a range, without having universe designer creating a s**t-load of filters and dump in various universes.
Thanks // C
With regard to your example code, I think you're on the right track but your syntax has some issues:
SELECT
#select('DIM_TIME_INV.DAY_DAY') >= sysdate -(#prompt('Invoiced, days before today:','N',[DIM_TIME_INV.DAY_DAY],mono,free))
FROM
DIM_TIME_INV
First, both #Select and #Prompt must refer to universe objects, not columns. The syntax for both is: class name\object name. Assuming that the DIM_TIME_INV.DAY_DAY is associated with a universe object named Day Day in a class named Dim Time, the above code should be:
SELECT
#select('Dim Time\Day Day') >= sysdate -(#prompt('Invoiced, days before today:','N','Dim Time\Day Day',mono,free))
FROM
DIM_TIME_INV
Also note that the object reference in the #prompt call is delimited by single quotes, not brackets.
Next, I'm assuming that DAY_DAY is a date field. Its reference in the #prompt call would cause the prompt to display a list of values, sourced from DAY_DAY. But you want a numeric value from the prompt, not a date, so I would just leave that out, which will let the users enter a numeric value:
SELECT
#select('Dim Time\Day Day') >= sysdate -(#prompt('Invoiced, days before today:','N',,mono,free))
FROM
DIM_TIME_INV
Next, even with this corrected syntax, there will be an issue using this code as you have it. A good way to debug #prompt issues is to view the SQL in the WebI report after you get the error -- the SQL will show the rendered result, with all functions (#select and #prompt) expanded. For the above, you might get SQL like:
SELECT
DIM_TIME_INV.DAY_DAY >= sysdate -(400)
FROM
DIM_TIME_INV
This, of course, is invalid - you can't have a condition in the SELECT clause. If this is truly intended to be a condition (which I think it is, based on your objective), then it should be a predefined condition rather than a dimension.
With that said, I think you're on the right track for what you want to do. With the above corrections, you would have a predefined condition that you could drop into reports, which would enable the users to select the starting period (by number of days ago) for the report. You could create additional prompts with different logic, ex:
#select('Dim Time\Day Day') >= sysdate -(#prompt('Invoiced, weeks before today:','N',,mono,free) * 7)
or
#select('Dim Time\Day Day')
BETWEEN sysdate - #prompt('Starting days ago:','N',,mono,free)
AND sysdate - #prompt('Ending days ago:','N',,mono,free)

Building SSRS time series report from SQL datetime column

I need to create a SSRS report where the user specifies the start and end date (e.g. March 2012 to July 2012) and the result is a report with the following headings:
User Department Product Mar-12 Apr-12 May-12 Jun-12 Jul-12
The dates are stored in a datetime column (e.g.2012-06-11 14:48:04.787) in my SQL table which I'm using to build the time-series report.
Do I need to convert/transpose my SQL table first? Or should I be processing this in SSRS?
Your advice is much appreciated!
Based on your question it appears all your dates are in a single datetime column and your trying to display them, formatted as a month, in a single report with the report columns grouped and renamed based on the month. This is a pivot and I don't think you can do that within SSRS. The dataset will already need to be pivoted by the time SSRS gets it.
So, to me this sounds like something you'll have to do both pre and post SSRS. I did a similar report using days of the month. You can see the winning answer here. as opposed to months of the year.
Thinking through your logice, I think you'll probably have to build the query with the pivot and then send to SSRS. On the SSRS side you need 12 columns for all 12 months and then put some logic to hide the ones that don't get data. Your original pivot will need to be smart enough to pass the empty months so SSRS doesn't error out. The end result will appear the same but needs a lot of pre-thought and design effort up front.
You do the processing using SSRS - you would design it in the GUI editor(BIDS ) , and you can customize things using the VBasic code also(i.e, dates and logic)
Looks like you need an intro, I really recommend this video

Discritization Based on a Calculated Measure in Tabular Mode

I am currently trying to implement the following scenario on Tabular Mode SSAS, appreciate your support.
We have a fact table of Transactions that is the linked to the customer dimension, and we have a measure called Frequency that shows the number of times the user used his card during the selected period (The fact table is also linked to Date Dimension). What we need to do is create a dimension that would have the frequency groups as follows (For example, 1 to 5, 5 to 10 , 10 to 15 and 15 & Above). The problem here is that I am unable to link the Fact table to this dimension becuase the link between them would be a calculated measure.
Any thoughts?
Thanks and Best Regards
Omar Sultan
If you want to link the fact to a bucket dimension, you are going to have to specify the time granularity. I would suggest that you decide one or more useful periods (day, week, month) and create a facts (or several) to bucket your data at the appropriate grain.
This solution will lose flexibility from your original request, as the user will not be able to dynamically select the time period for the bucket, however they will gain from being able to compare fixed time periods to identify trends over time.