Today we have another blog entry by Kristi Taylor who does a lot of PPS M&A and Planning projects for us.
Here is an example I built for allowing users the option to select alternative views of charts and reports designed specifically for each KPI:
Here are the steps to follow:
1. Right click on the Zone to host the Reports and change the Settings to Stacked, this will allow a user to select one of many chart views associated with a KPI via a drop down list.
2. Drag all reports you you would like in your drop down list to the host Zone. Complete the setup for all of your host Zoneâ€™s and Reports
3. Due to a current PPS bug, prior to moving forward you must go to your Workspace Browser (left payne) and simply click on the Scorecard containing the KPIâ€™s you are about to link. Once it renders in preview for you, you can move forward linking KPIâ€™s successfully.
4. From your Scorecard Zone highlight â€œDisplay Conditionâ€, drag and drop onto each Report in the box that states â€œDrop fields to create linksâ€ this will pop up a Display Condition for you to edit. Simply select the KPI you want to associate with the report. Repeat for all reports you desire to link to a KPI.
Notice in my example screen below, I have 2 Reports in the Top Row Zone and one Report in the Bottom Row Zone. All of these reports are linked to the same KPI â€œMoss Server Licensesâ€. The results will be a dropdown in the stacked Top Row Zone enabling the user to view the alternative Report â€œMoss Server Licenses by Pricing Levelâ€. The Bottom Row Zone only contains one Report view (so it is not stacked) and will render under the Top Row Zone Reports when KPI selection = â€œMoss Server Licensesâ€
5. Save Changes and Publish Dashboard to Sharepoint
Here it is, notice nothing has rendered yet to the right of the Scorecard:
When a user clicks on Moss Server Licenses KPI both my Top and Bottom Row Zone Reports render.
And if the user clicks on the â€œdrop downâ€ in the Top Row Zone they can select the alternative Report View: