Top/Bottom N filtering for reports and scorecards

Contents[Hide]

1. Overview

This article shows you how to apply top or bottom filtering to reports and scorecards.

An example walkthrough is presented using a scorecard and data from the AdventureWorks 2012 sample database. These steps also apply to reports.

2. Create a new scorecard

Follow these steps to set up the scorecard:

  1. Create a new scorecard from the main menu.
  2. Resize the width of the scorecard smaller since it will be used to display just two columns.
  3. Go to the Explore window and locate the [Sales].[SalesTerritory] table under your data connector.
  4. Drag the Name column to the grouping area (drop a column or hierarchy here to repeat controls for each value).
  5. Drag the Name column to the scorecard body; it will appear as a data label for displaying territory names.
  6. Drag the SalesYTD column to the scorecard body; it will appear as a data label for displaying sales values.

The scorecard should look like the figure below.

Set up the initial scorecard
Set up the initial scorecard

Switch to View mode to see the scorecard rows.

View the scorecard
View the scorecard

3. Apply top/bottom filtering

Go back to Edit mode and click the magnifying glass icon to the left of the scorecard grouping area. This opens the Data Binding Panel for the corresponding scorecard group.

Click the magnifying glass icon
Click the magnifying glass icon

In the Data Binding Panel, click the Edit button at the top.

Click Edit to configure the underlying metric set
Click Edit to configure the underlying metric set

In the Configure the Metric Set Binding dialog, locate the Top/Bottom Measure dropdown and set it to SalesYTD.

Also set the Top value to 5 (in order to display top 5 records).

Configure metric set to show top 5 records
Configure metric set to show top 5 records

Switch to View mode to see the top 5 scorecard rows.

Scorecard displays top 5 rows
Scorecard displays top 5 rows

4. 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