The Edit Filter Link
dialog can be seen in Figure 5-37. At this point, the setup is done. The dashboard can
be published to the server and then exported to SharePoint. The end result will be
shown after discussing how to also add a filter to a report.
Figure 5-37 Linking a filter to a scorecard normally means linking it to the Filters endpoint.
C h a p t e r 5 : M o n i t o r i n g i n P e r f o r m a n c e P o i n t S e r v e r 133
Tying Filters to Reports
Connecting a filter to a scorecard is simple, because the scorecard is designed as
normal and nothing special has to be done. Reports, on the other hand, require the
creation of a parameter in the report. The filter on the dashboard is then linked to the
parameter on the report in order to connect them.
Earlier in the chapter there was a Quantity Sold report that showed the order
quantity for products across eight quarters. When this report is viewed in the
designer, the Design tab shows three items at the bottom of the page: Series, Bottom
Axis, and Background. Remember that the background item is often used to filter
the report. In this case, because the users want to be able to filter by products, the
designer would drag the Product Categories hierarchy into the Background box.
There are actually two approaches to what happens next. The first, and easiest
approach, is to do almost nothing. In other words, after dragging the Product
Categories into the background, the report can be published without any further
changes.
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