Create a metric set and add a filter

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1. Overview

This walkthrough shows you how to create and use metric sets in Dundas BI and apply filters.

Specifically, you will learn how to:

  • Create metric sets based on a data cube.
  • Visualize and re-visualize a metric set.
  • Display metric sets on a dashboard.
  • Add a member range filter to a dashboard.
  • Add a member filter to a dashboard.

This walkthrough is a continuation of Using a data cube to join tables.

Related video: Introduction to Metric Sets

2. Create a new metric set

From the main menu, click New, and then click Metric Set.

Create a metric set
Create a metric set

The Metric Set Designer screen is displayed.

2.1. Set up the metric set based on a data cube

From the EXPLORE window, locate and expand the data cube you created previously (e.g. DataCube1).

Expand the data cube's Measures folder and drag the OrderQty measure to the Metric Set Designer canvas.

Drag measure to canvas
Drag measure to canvas

By default, the measure is displayed in a table visualization beside a Data Analysis Panel. The table visualization shows a single aggregated value because no hierarchies have been specified yet. As you can see, you can visualize the metric set directly in the Metric Set Designer screen without having to create a dashboard.

Next, go to the EXPLORE window and expand your data cube's Dimensions folder. Drag the time dimension hierarchy Year > Month > Day to the ROWS field of the Data Analysis Panel.

Drag the Product hierarchy to the COLUMNS field of the Data Analysis Panel.

Drag hierarchies
Drag hierarchies

The table visualization beside the Data Analysis panel is automatically updated to show 'Year' members along the rows, and 'Product Category' members along the columns. These members are all expandable.

Table shows expandable Year and Product Category members
Table shows expandable Year and Product Category members

Tip
Instead of dragging measures/hierarchies all the way from EXPLORE to a metric set region, use the click to add option to get a list of available elements to add.

Use the click to add option as an alternative to drag-and-drop
Use the click to add option as an alternative to drag-and-drop

Note
If the necessary relationship is defined, you can drag elements from another data cube or data source.

Drag hierarchies or measures from another data cube
Drag hierarchies or measures from another data cube

3. Analyze your data

Dundas BI comes with several tools to analyze data using a metric set. The presented data visualization is automatically selected to best match the data and may change if you add or remove data. In the example above, the visualization changed from the default Table to a Line chart, but can be manually re-visualized to any other data visualization.

Note
The automatic behavior will stop the moment you indicate a preference to a specific visualization. For more details, see the article about Using Dundas BI recommendations.

3.1.1. Quick analysis

When making sense of the data, it is useful to get a sense of the data with some quick summary values. When selecting ranges of data, Dundas BI displays a set of summary information in the status bar.

Select data points and get quick summary information
Select data points and get quick summary information

3.1.2. Filtering

You can quickly apply filters to data using the filter icon on the data panel.

Use the filter button to quickly filter data in a measure or hierarchy
Use the filter button to quickly filter data in a measure or hierarchy

Or using the Filter option from the context menu.

Right-click a data point (or a group of selected data points) and select Filter. In the resulting menu, choose to Keep Only Selected data, Exclude Selected data, or select a dimension to open its filter menu.

Use the context menu to exclude a set of data points
Use the context menu to exclude a set of data points

Note
For an example of excluding selected data, see the article Exclude data points from the visualization.

When filtering data using multiple filter settings, they are applied in conjunction. For example, when filtering an Order quantity (a measure) between 100 and 200 and a date (hierarchy) between January and February, only data that has a cost between 100 and 200 AND is in January and February will be displayed.

The context menu contains several other analysis tools:

  • Sorting
  • If the data contains multilevel hierarchies, you can use the drill-down and drill-up to focus on specific parts of the data (such as, moving from 2012 values to January 2012 values)
  • The level and top level can be changed to increase or decrease the overall granularity of the displayed data (for example, going from viewing values by year to viewing values by month)
  • Group Members can be used to create custom data groups
  • Values can be adjusted using Data Annotations

Use the context menu to perform other analysis
Use the context menu to perform other analysis

4. Complete the metric set

To complete the setup of this metric set, go to the toolbar, click Re-Visualize, and then click Bar from the dropdown menu.

Re-visualize as Bar chart
Re-visualize as Bar chart

The visualization is now changed to a bar chart where each series (i.e. bars of the same color) corresponds to a specific 'Product Category'.

Bar chart showing multiple series
Bar chart showing multiple series

Finally, check in your metric set from the toolbar so others can use it too.

5. Add a second metric set

Using similar steps as before, create a second metric set as follows:

  • Expand the data cube's Measures folder and drag the OrderQty measure to the Metric Set Designer canvas.
  • Expand the data cube's Dimensions folder and drag the FirstName hierarchy to the ROWS field of the Data Analysis panel.
  • Drag the 'Product' hierarchy to the COLUMNS field of the Data Analysis panel.

The resulting data bar table shows person names along the rows axis, and expandable product categories along the columns axis.

Table showing person names and product categories
Table showing person names and product categories

Go to the toolbar, click Re-Visualize, and then click Stacked Bar from the dropdown menu. The table visualization is changed to a stacked bar chart showing person names along the X axis and measure values on the Y axis. Each stacked bar series corresponds to a specific 'Product Category'.

Stacked bar chart
Stacked bar chart

Check in your metric set.

6. Display the metric sets on a dashboard

To automatically create a new dashboard and put the current metric set on it, click the Add To New Dashboard button.

Click the Add To New Dashboard button to create a dashboard with this metric set
Click the Add To New Dashboard button to create a dashboard with this metric set

Or, create a new dashboard (use the Blank template) from the main menu.

Go to the EXPLORE window and expand the Metric Sets folder.

Drag the two metric sets you just created to the dashboard canvas (e.g. MetricSet1 and MetricSet2). The two metric sets appear as a bar chart and a stacked bar chart, respectively. Observe that the chart types match the re-visualizations you selected in the Metric Set Designer previously.

Drag metric sets to dashboard canvas
Drag metric sets to dashboard canvas

7. Using filters on a dashboard

7.1. Add a member range filter

Go to the dashboard canvas and click on the first (Bar) chart in order to select it. From the toolbar, click Filter, and then click Member Range from the dropdown menu.

Member Range filter
Member Range filter

A Member Range filter control is added to the dashboard and its Filter Visualizations panel is displayed. On the panel, observe that the filter is already configured to filter the hierarchy along the X axis of the first chart (and metric set).

Set a default range for the filter by clicking the Default Value regions. For example, set the start of the range to 2012 and the end to 2013.

Set start and end of range
Set start and end of range

The bar chart on the dashboard is filtered to display data from 2012 to 2013.

To use the member range filter control, switch to View mode from the toolbar.

Using the member range filter control
Using the member range filter control

7.2. Add a member filter

Switch back to Edit mode. On the dashboard canvas, select the second (Stacked Bar) chart. From the toolbar, click Filter, and then click Member from the dropdown menu.

A member filter control is added to the dashboard and the corresponding Filter Visualizations panel is displayed. The filter is already configured to filter on the FirstName hierarchy, which appears on the X axis of the second chart.

Set the default members for this filter by clicking the Default Value region

Member filter
Member filter

The second (Stacked Bar) chart is updated to show only the chosen members on the X axis.

To use the member filter control, switch to View mode from the toolbar.

Using the member filter control
Using the member filter control

7.3. Connect the filters

You can create a dependency between filters if you want one filter control to filter the values in another filter control.

Note
This functionality is available only when the hierarchies belong to the same data cube and does not work with OLAP data.

Select the range member filter control and click Connect Filters on the toolbar.

Click Connect Filters
Click Connect Filters

 In the Filter Visualizations panel, click Dependent Filters.

Click Dependent Filters
Click Dependent Filters

Select the checkbox next to the hierarchy from the dependent filter.

Select the dependent hierarchy
Select the dependent hierarchy

Switch to View mode and observe the effect of the range member filter on the member filter. For example, after setting the dates from 2011 to 2011, only ten members remain.

Note
The (All) member selects all the members in the hierarchy, including those not currently visible in the control.

8. See also

 

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