Adding contextual measures

Contents[Hide]

1. Overview

A contextual measure lets you augment existing data, without having to add the values directly to the database. As an example, the following article adds personal goals to a chart presenting sales data by sales person.

2. Preparing the dashboard

From the Explore panel, drag LastName from the [Person].[Person] table of the Adventure Works database to the canvas of a dashboard.

From the [Sales].[SalesPerson] table, Drag SalesYTD to the Measures field of the Data Analysis Panel.

Re-visualize into a Bar chart with Horizontal bars.

Prepare the Bar chart
Prepare the Bar chart

3. Adding a contextual measure

On the Data Analysis Panel, under Measures, click click to add.

Click to add a measure
Click to add a measure

Select Contextual Measure.

Select Contextual Measure
Select Contextual Measure

A Measure Value toolbar appears. You can either provide a value, which will be used for every sales person, or click multiple to indicate individual values.

Type a value and click apply.

Type a value and click apply
Type a value and click apply

To change individual values, open the Data Analysis Panel and click the data input icon next to the measure.

Click the data input icon
Click the data input icon

On the Measure Value toolbar, click multiple.

Click multiple
Click multiple

The Data Preview panel opens.

Change the contextual measure values for some of the sales people. The value will be saved when you press enter or click elsewhere.

Change individual values
Change individual values

4. Adjusting the presentation

Right-click the contextual measure series and select Re-Visualize.

Select Re-Visualize from the context menu
Select Re-Visualize from the context menu

Select Point.

Select the Point data visualization
Select the Point data visualization

5. Notes

  • When working with hierarchies, the values you provide are applied only to the current level. These values will not be distributed to lower hierarchy levels or aggregated into higher hierarchy levels. The highest-level values (for example Years) will be the only ones contributing to the Grand Total.
  • Contextual measure data is not affected by the check in or check out state of the metric set. Undo Check Out does not change or remove data.
  • You can change values while in View mode in the same way as making data annotations. If the metric set is checked out to you, the changes will be applied directly to the contextual measure; otherwise they will be treated as a data annotation.

6. See also

Dundas Data Visualization, Inc.
500-250 Ferrand Drive
Toronto, ON, Canada
M3C 3G8

North America: 1.800.463.1492
International: 1.416.467.5100

Dundas Support Hours: 7am-6pm, ET, Mon-Fri