Excel2007 analysisservicescubespivottables

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Excel2007 analysisservicescubespivottables

  1. 1. Designing SQL Server 2005 AnalysisServices Cubes for Excel 2007PivotTablesApplies to Microsoft® Office Excel® 2007 and Microsoft SQL Server™ 2005Analysis ServicesApril 2007Allan FoltingProgram ManagerMicrosoft Office Excel
  2. 2. ContentsIntroduction ..................................................................................................................... 3Excel 2007 PivotTables .................................................................................................... 4Measure Groups ............................................................................................................... 5Display Folders ............................................................................................................... 11 Attribute Hierarchy Display Folders .................................................................................... 11 User Hierarchy Display Folders .......................................................................................... 13 Measure Display Folders ................................................................................................... 14 Named Sets and Calculated Measure Display Folders ........................................................... 16 KPI Display Folders .......................................................................................................... 19 Multilevel Display Folders ................................................................................................. 21 Adding an Entity in Multiple Display Folders ........................................................................ 23 Adding Attribute Hierarchies to the Root Dimension Folder ................................................... 24Named Sets .................................................................................................................... 26Perspectives ................................................................................................................... 28Time Dimensions ............................................................................................................ 30 Placing Time Information in Columns ................................................................................. 30 Exposing Date-Specific Filtering Options ............................................................................. 31Member Properties ......................................................................................................... 35 Member Properties in Tooltips ........................................................................................... 37 Member Properties in the Report ....................................................................................... 40 Filtering by Member Properties .......................................................................................... 43 Actions ........................................................................................................................... 43Measure Formatting ....................................................................................................... 47 Currency Formatting ........................................................................................................ 51Key Performance Indicators ........................................................................................... 53Calculated Members ....................................................................................................... 56Translations ................................................................................................................... 57Conclusion ...................................................................................................................... 62Related Links ................................................................................................................. 63www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 2By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  3. 3. IntroductionMicrosoft® Office Excel® 2007 takes advantage of most of the features in Microsoft SQL Server™2005 Analysis Services. To take full advantage of these features, it is important to consider theend-user experience in Office Excel 2007 when you are designing cubes. This document outlineshow to make the end-user experience great by optimizing the cube design for Office Excel 2007PivotTable® dynamic views.Note that the features described in this document are applicable not only to SQL Server 2005Analysis Services cubes; Excel exposes the features described with any OLAP (online analyticalprocessing) server that supports the required functionality.www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 3By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  4. 4. Excel 2007 PivotTablesPivotTables in Office Excel 2007 have been greatly enhanced to make them easier to use. Manynew capabilities have been added, and the improved appearance is beneficial for creatingprofessional-looking business reports. Figure 1 shows an Office Excel 2007 PivotTable andPivotTable Field List. It also illustrates the Ribbon, which is part of the new Microsoft Office Fluent™user interface (UI). The PivotTable Field List is readily available from a tab on the Fluent Ribbon.Figure 1. Office Excel 2007 PivotTableAs mentioned earlier, this document focuses on OLAP-specific features and therefore does notcover all aspects of Office Excel 2007 PivotTables. To gain fuller visibility into the PivotTableenhancements in Office Excel 2007, see the Related Links section.It is also important to note that in addition to introducing PivotTable enhancements, Office Excel2007 introduces a set of new formulas for working with OLAP data, namely OLAP formulas. Theseformulas enable users to access OLAP data from a server on a per-cell basis, so that any reportlayout can be produced. Also, other Excel formulas can then be added inside such reports to fullybenefit from the capabilities of Excel in reports based on OLAP data.www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 4By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  5. 5. The following sections cover different aspects and features of SQL Server 2005 Analysis Servicesand outline how to take advantage of them when you are using Office Excel 2007 PivotTables foranalysis and reporting.Measure GroupsOne of the new features of SQL Server 2005 Analysis Services is the ability to have multiple facttables in a single cube. This is very powerful, but it also typically increases the number ofhierarchies and measures for the user to handle in Excel and other client applications. Figure 2illustrates a data source view in Analysis Services, showing fact tables in yellow and dimensions inblue.Figure 2. Data Source View in Analysis Serviceswww.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 5By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  6. 6. In the cube, each fact table is represented by a measure group, and each measure group is relatedto one or more of the dimensions of the cube, as shown in Figure 3. In the image, the gray boxesillustrate measure groups and dimensions that are not related.Figure 3. Measure groups and dimensionsWhen you are connecting to the cube from Excel, the PivotTable Field List shows all the measuregroups and dimensions automatically. There is a folder for each measure group and a folder foreach dimension (see Figures 4 and 5), which makes it easier to find related information.www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 6By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  7. 7. Figure 4. PivotTable Field List showing measure group folderswww.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 7By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  8. 8. Figure 5. PivotTable Field List showing dimension folderswww.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 8By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  9. 9. At the top of the PivotTable Field List there is a drop-down list of all the measure groups in thecube, as shown in Figure 6. When this drop-down list is set to (All), the PivotTable Field List showsall measure groups and all dimensions of the cube.Figure 6. PivotTable Field List with measure group drop-down listWhen the drop-down list is set to a specific measure group, as shown in Figure 7, only thatmeasure group is displayed in the PivotTable Field List, and the PivotTable Field List only showsdimensions related to the selected measure group. This enables users to focus on specific areas ofinterest when they are analyzing data and makes it much easier to find relevant information.www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 9By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  10. 10. Figure 7. PivotTable Field List with specific measure group selectedwww.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 10By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  11. 11. Display FoldersTo present cube information in a user-friendly way that corresponds to business areas, AnalysisServices lets you define folders that client applications can expose when presenting the content ofthe cube. The PivotTable reads the display folder information from the server, and the informationis exposed in the PivotTable Field List.In Analysis Services, you can set display folders for the following entities: Attribute hierarchies User hierarchies Measures Calculated measures Named sets Key performance indicators (KPIs)For each of these entities, you can set the display folder property in Business IntelligenceDevelopment Studio, the development environment for SQL Server Analysis Services, SQL ServerIntegration Services, and SQL Server Reporting Services projects. The PivotTable Field List willthen include these folders as illustrated in the following examples.Attribute Hierarchy Display FoldersWhen no display folders are defined, attribute hierarchies are put into a special More Fields folderunder the dimension folder to which the hierarchies belong. To show an attribute hierarchy in adisplay folder instead, open the Properties pane for the hierarchy and type the name of thedisplay folder in the AttributeHierarchyDisplayFolder box.Note If a dimension has no user hierarchies, only attribute hierarchies, the special More Fieldsfolder is not present for that dimension.In Figure 8, a display folder named Stocking is defined for the Color attribute hierarchy.www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 11By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  12. 12. Figure 8. Setting display folder for an attribute hierarchyAfter you deploy this change, the PivotTable Field List adds the Color attribute hierarchy to theStocking display folder, which is now added under the Product dimension folder.Figure 9. Color attribute hierarchy in Stocking display folderwww.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 12By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  13. 13. User Hierarchy Display FoldersWhen display folders are not defined, user hierarchies are added directly under the dimensionfolder they belong to. To put user hierarchies into a display folder instead, open the Propertiespane for each user hierarchy and type the name of a display folder in the DisplayFolder propertybox.In Figure 10, the Manufacture Time user hierarchy is placed in a display folder named Stocking.Figure 10. Setting display folder for a user hierarchyThe display folder is now visible in the PivotTable Field List where the Manufacture Timehierarchy is added in the Stocking folder under the Product dimension folder.www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 13By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  14. 14. Figure 11. Manufacture Time user hierarchy in Stocking display folderMeasure Display FoldersIf display folders are defined for measures in the cube, the PivotTable Field List adds these foldersunder the corresponding measure group folder and puts the measures there.In the following example, the Internet Sales Amount measure has a display folder named Sales.Figure 12 illustrates how to set the display folder by using the Properties pane for the InternetSales Amount measure in Business Intelligence Development Studio.www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 14By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  15. 15. Figure 12. Setting display folder for a measureFigure 13 shows the effect on the PivotTable Field List where the Internet Sales Amountmeasure is listed in the Sales folder under the Internet Sales measure group folder.www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 15By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  16. 16. Figure 13. Internet Sales Amount measure in Sales display folderNamed Sets and Calculated Measure Display FoldersYou can set display folders for named sets and calculated measures by clicking the CalculationProperties button on the Calculations tab in Business Intelligence Development Studio. Thisopens the Calculation Properties dialog box, which includes a Display Folder column.In Figure 14, the two named sets, Long Lead Products and Core Product Group, are put intothe same display folder, Special Products. The calculated measure, Internet Average SalesAmount, is put into the display folder Sales.www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 16By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  17. 17. Figure 14. Setting display folders for calculated measures and named setsWhen you are creating a PivotTable based on this cube, the display folders are added to thePivotTable Field List as illustrated in Figures 15 and 16.www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 17By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  18. 18. Figure 15. Named sets in Special Products display folderwww.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 18By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  19. 19. Figure 16. Calculated measure Internet Average Sales Amount in Sales display folderKPI Display FoldersIf display folders are not defined for KPIs, they are listed directly under a special KPIs folder in thePivotTable Field List. To show KPIs in display folders under the KPIs folder, open the Propertiespane for each KPI and set the DisplayFolder property. Alternatively, you can set this property onthe KPIs tab in the Additional Properties section.www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 19By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  20. 20. In Figure 17, the display folder property for the Growth in Customer Base KPI is set toCustomer PerspectiveExpand Customer Base.Figure 17. Setting display folder for a KPINote that in this example, the display folder was defined to include two levels of folders. The nextsection covers multilevel display folders.The PivotTable Field List now adds the Customer Perspective folder under the KPIs folder, andthe Expand Customer Base folder under the Customer Perspective folder. The Growth inCustomer Base KPI is then added under the Expand Customer Base folder, as shown in Figure18.www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 20By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  21. 21. Figure 18. Growth in Customer Base KPI listed in a multilevel display folderMultilevel Display FoldersAs illustrated in Figure 17, using a backslash () in the display folder definition enables you tocreate multilevel display folders. You can use this approach for all entities, not only KPIs.When you are setting the display folder property, add a backslash to separate each folder level thatyou need. In Figure 19, the Size attribute hierarchy is added under three levels of folders. You dothis by setting the AttributeHierarchyDisplayFolder property to ProductDetailsDimensionsMore.www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 21By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  22. 22. Figure 19. Setting a multilevel display folder for the Size attribute hierarchyThe PivotTable Field List now displays three levels of folders under the Product dimension and putsthe Size attribute hierarchy in the More folder, as shown in Figure 20.Figure 20. Size attribute hierarchy in third-level display folderwww.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 22By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  23. 23. Adding an Entity in Multiple Display FoldersYou can add the same entity to multiple display folders. To do this, add a semicolon (;) betweeneach display folder name.Figure 21 shows how to add the Color attribute hierarchy to two display folders, Stocking andDesign, at the same time. In Figure 21, the AttributeHierarchyDisplayFolder property is set toStocking;Design.Figure 21. Adding user hierarchy in multiple display foldersIn the PivotTable Field List, the Color attribute hierarchy is now added in both the Design and theStocking display folders, as shown in Figure 22.www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 23By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  24. 24. Figure 22. Color attribute hierarchy added in two display foldersAdding Attribute Hierarchies to the Root Dimension FolderIf you regularly use certain attribute hierarchies, you can add them directly under the dimensionfolder, just as you do with user hierarchies without a display folder.To do this, open the Properties pane for the attribute hierarchies and set theAttributeHierarchyDisplayFolder property to , as shown in Figure 23.www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 24By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  25. 25. Figure 23. Setting AttributeHierarchyDisplayFolder propertyFigure 24 shows the Model Name attribute hierarchy added directly under the Product dimensionfolder.Figure 24. Model Name attribute hierarchy directly under Product dimension folderwww.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 25By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  26. 26. Named SetsIn Office Excel 2007, named sets that are defined in the cube are automatically displayed in thePivotTable Field List. You can add them to rows or columns in the PivotTable.Named sets are placed under the dimension folder of the dimension that they belong to. If adisplay folder is not defined for a named set, it is placed in a special Sets folder. However, you canplace it in any display folder under the dimension folder by specifying a display folder for it on theserver. For more information on display folders please see the Display Folders section in thisdocument.Note that only named sets that contain members from a single hierarchy are supported in ExcelPivotTables. Named sets that contain members from multiple hierarchies do not appear in thePivotTable Field List.In Figure 25, five named sets are defined in the cube for the Product dimension. Two of those setsare listed in the Special Products display folder, set up by the cube designer, and the other threeare listed in the Sets folder because no display folders are defined for these.www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 26By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  27. 27. Figure 25. Named sets in the PivotTable Field ListYou can add named sets to a cube on the Calculations tab in Business Intelligence DevelopmentStudio, as shown in Figure 26. These named sets can be dynamic expressions, or they can containa static list of members.www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 27By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  28. 28. Figure 26. Defining a named set based on expressionPerspectivesAs stated earlier, the amount of information stored in a cube can be very large and contain multiplemeasure groups and, typically, many attribute hierarchies. SQL Server 2005 Analysis Servicesincludes a feature called perspectives, which enables cube designers to define views that onlyinclude parts of the full cube. Perspectives are used to view a relevant subset of information for aspecific business purpose.In Analysis Services, creating a new perspective is easy. You can identify the information neededfor a specific purpose or specific group of people by selecting check boxes. Then, you can create aperspective based on just what was selected (see Figure 27).www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 28By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  29. 29. Figure 27. Defining a perspective in Business Intelligence Development StudioYou can create a connection from Excel to Analysis Services to point to the full cube, or to aperspective of the cube. Excel automatically displays both the full cube and the perspectives in theData Connection Wizard. The Type column indicates which entry is the full cube and whichentries are perspectives (see Figure 28).www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 29By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  30. 30. Figure 28. Connecting to a perspective in ExcelWhen connected to a perspective, the PivotTable Field List only shows the information included inthe perspective. If a cube or perspective only includes a single measure group, the Show fieldsrelated to measure group menu at the top of the PivotTable Field List does not appear becausethere is only one choice.Time DimensionsFor cubes that contain time dimensions, the Office Excel 2007 PivotTable applies time-specific logicto hierarchies of those dimensions. This section outlines these behaviors.Placing Time Information in ColumnsWhen you use the check boxes in the PivotTable Field List to add fields to the PivotTable report,Excel automatically chooses where these fields go (row, column, or values area). Generally,hierarchies go to the row area and measures to the values area, but hierarchies belonging todimensions of the type Time, are placed in the column area because it is common to display timeinformation across the top of a report.www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 30By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  31. 31. You can manually move time hierarchies to any of the row, column, or report filter areas using adrag-and-drop operation or by using the menus available from hierarchies in the PivotTable FieldList.To designate a time dimension, set the Type property of the dimension to Time, as illustrated inFigure 29.Figure 29. Setting the dimension Type property to TimeExposing Date-Specific Filtering OptionsIf a dimension, in addition to having the Type property set to Time, also has a date property,Office Excel 2007 PivotTables expose date-specific filtering options for this dimension’s hierarchiesinstead of label filtering options.In Analysis Services, you do this by having a date data type column in the data source view tablesfor the time dimension and then setting the ValueColumn property to point to that column, asillustrated in Figure 30.To enable date filtering in the PivotTable, first set the Type of the dimension to Time.www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 31By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  32. 32. Figure 30. Setting the dimension type to Time to expose date filtering optionsNext, set the ValueColumn property of the key attribute hierarchy in the time dimension to pointto a date data type column in the source database. The DataType property should be set to Date,as illustrated in Figure 31.www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 32By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  33. 33. Figure 31. Setting the ValueColumn of the key attribute hierarchy to a date type columnFigure 32 shows the filtering options that appear for hierarchies of time dimensions that have aValueColumn property data type of Date.www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 33By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  34. 34. Figure 32. Date filtering options exposed in a PivotTable for a time hierarchywww.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 34By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  35. 35. Date filtering in a PivotTable is based on the ValueColumn of the key attribute hierarchy in thetime dimension and is available for any hierarchy of the time dimension.Member PropertiesMember properties defined on the server enable a set of features in Excel PivotTables. This sectioncovers these features.In Analysis Services, member properties are defined by creating relationships between attributes.If an attribute is moved, through a drag–and-drop operation, underneath another attribute (asillustrated in Figure 33), the dragged attribute becomes a member property of that attribute.www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 35By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  36. 36. Figure 33. Creating member properties by setting up attribute relationshipsFor a member property to show up in the PivotTable, set the AttributeHierarchyVisible propertyto True for the attribute hierarchy. For example, with Class defined as a member property of theProduct attribute hierarchy, you set the AttributeHierarchyVisible property to True to makeClass show up in the PivotTable, as shown in Figure 34.www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 36By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  37. 37. Figure 34. AttributeHierarchyVisible is set to TrueMember Properties in TooltipsBy default, PivotTables connected to Analysis Services cubes retrieve member property informationfor levels of hierarchies currently visible in the PivotTable. This information is displayed in tooltipswhen the user places the mouse pointer over items in the PivotTable, as shown in Figure 35.www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 37By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  38. 38. Figure 35. Tooltip showing member property informationThe user can control whether member property information is retrieved. It is only when the Showproperties in tooltips check box in the PivotTable Options dialog box of the Display tab isselected that member property information is retrieved from the OLAP server and displayed intooltips.www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 38By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  39. 39. Figure 36. PivotTable Options dialog box with Show properties in tooltips settingThe user can also control which member properties are displayed in tooltips by right-clicking andselecting the Show Properties in Tooltips menu.www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 39By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  40. 40. Figure 37. Shortcut menu for hiding or showing member properties in tooltipsMember Properties in the ReportYou can add member property information to the PivotTable itself, allowing it to be read with therest of the information in the report and to be printed. There are two ways to add or removemember properties from the PivotTable. One way is to use the shortcut menu (see Figure 38).www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 40By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  41. 41. Figure 38. Adding or removing member properties in the reportYou can also add or remove properties from the Choose Property Fields for Dimension dialogbox, as shown in Figure 39. To open this dialog box, on the Options tab, select Property Fields inthe OLAP tools menu. It is faster to use the dialog box when you need to add or remove multiplemember properties at the same time.www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 41By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  42. 42. Figure 39. Choose Property Fields for Dimension dialog boxThe PivotTable in Figure 40 shows a report that includes two member properties, Class and Color,of the Product field.Figure 40. PivotTable with member properties Class and Color addedwww.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 42By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  43. 43. Filtering by Member PropertiesWhen applying a label filter to a field that has member properties defined on the OLAP server, theuser can filter the field by the captions of a member property instead of by the captions of the fielditself. For example, you can use this feature to filter the Product field to only show products withthe color silver, where Color is a member property of the Product field.For fields that have member properties, the Label Filter dialog box displays member properties inthe first list box. The properties are labeled using the field name appended with the memberproperty name.Figure 41. Label Filter dialog box showing member propertiesActionsOffice Excel 2007 PivotTables expose actions defined in Analysis Services cubes. The followingtypes of actions are supported: URL Rowset Reporting Drillthroughwww.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 43By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  44. 44. You can define actions on the Actions tab in Business Intelligence Development Studio, as shownin Figure 42.Figure 42. Defining actions for Analysis Services cubesAfter you define any of these types of actions in Analysis Services, they will be available in theshortcut menu of the PivotTable, as shown in Figure 43.www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 44By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  45. 45. Figure 43. Available actions for the current selectionExecuting a URL action from a PivotTable opens a Web browser window that points to the URLspecified by the action listed.Executing a rowset action from a PivotTable inserts data returned from the server into a newworksheet.Executing a reporting action from a PivotTable opens a Web browser window with a URL pointing toa server that is running SQL Server Reporting Services; the URL includes parameters for the reportif they are specified in the action definition.Executing a drillthrough action from a PivotTable inserts data returned from the server into a newworksheet, just like rowset actions.www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 45By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  46. 46. The example in Figure 44 shows the result of executing a reporting action. Note that the report isfiltered by Bikes, which is the cell that was selected when the action was executed from thePivotTable.Figure 44. Reporting Services report opened by a PivotTable actionAll action target types are exposed in Office Excel 2007 PivotTables, including the following: Attribute members Cellswww.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 46By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  47. 47. Cube Dimension members Hierarchy Hierarchy members Level Level membersThe targets apply to different selections in the PivotTable.Measure FormattingPivotTables in Office Excel 2007 automatically pick up and apply formatting defined in AnalysisServices. Whether to apply server-defined formatting, and which pieces to apply, is controlled inthe new Connection Properties dialog box.The following formatting components from Analysis Services are supported in Office Excel 2007: Number Format Fill Color Font Style Text ColorFigure 45 shows the OLAP Server Formatting options.www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 47By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  48. 48. Figure 45. OLAP Server Formatting optionsAs an example, Figure 46 shows a PivotTable with the Number Format check box not selected.Notice that the sales amount values are not easily readable.www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 48By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  49. 49. Figure 46. PivotTable without Number Format appliedWhen the Number Format check box is selected, sales values are nicely formatted, as in Figure47, according to the format string defined in Analysis Services.Figure 47. PivotTable with Number Format appliedIn Analysis Services, formatting is defined in the Properties pane for measures, as shown inFigure 48.Figure 48. Defining formatting for a measurewww.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 49By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  50. 50. For calculated measures, you can define formatting in the Calculations tab in BusinessIntelligence Development Studio, as shown in Figure 49.Figure 49. Formatting options for calculated measurewww.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 50By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  51. 51. The PivotTable shown in Figure 50 shows the effect of the formatting settings that are illustrated inFigure 49.Figure 50. PivotTable showing server-defined formattingIn this example, the Fore color (font color), Back color (fill color), and Font flags (font style)properties are all set to static values. However, one of the powerful features of Analysis Services isthat properties can be defined as expressions to enable server-side conditional formatting based onrelevant business rules. This way, sales figures that are below expected values might, for example,be highlighted in red, whereas sales that exceed expectations might be highlighted in green. Thisconditional formatting makes it easy to spot outliers. In Excel, users immediately benefit from suchpowerful business tools, especially because no special knowledge or customization is needed, andthe formatting has to be defined only once on the server for all users to see it.Note that Excel does not pick up the Font name and Font size properties that are defined inAnalysis Services (see Figure 49).Currency FormattingTo correctly format currency in a PivotTable for a calculated measure, you must set a Languageproperty for the calculation to tell Excel which currency symbol to display.To set the Language property, switch the Calculation tab to Script View in Business IntelligenceDevelopment Studio (see Figure 51). This is necessary because the LANGUAGE property is notexposed in Form View.www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 51By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  52. 52. Figure 51. Setting the Calculation tab in Script View and adding the LANGUAGE propertyFor all calculations in which currency formatting is necessary, add the LANGUAGE property inaddition to setting the FORMAT_STRING property to “Currency”.The following example shows the script version of the calculation that is used in the previousexample. Note that the LANGUAGE property is added at the end. In this case, the symbol for U.S.dollars is needed, so 1033 (U.S. English) is set as the language identification. For more informationabout language identifiers in the 2007 Microsoft Office system, see the Related Links section.CREATE MEMBER CURRENTCUBE.[Measures].[Internet Gross Profit] AS [Measures].[Internet Sales Amount] - [Measures].[Internet Total Product Cost], FORMAT_STRING = "Currency", BACK_COLOR = 12615680 /*R=0, G=128, B=192*/, FORE_COLOR = 65408 /*R=128, G=255, B=0*/,www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 52By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  53. 53. FONT_FLAGS = 3 /*Bold, Italic*/, NON_EMPTY_BEHAVIOR = { [Internet Sales Amount], [Internet Total Product Cost] }, VISIBLE = 1, LANGUAGE = 1033;Key Performance IndicatorsA new feature in SQL Server 2005 Analysis Services is the addition of Key Performance Indicators(KPIs) for easily tracking business metrics.KPIs that are defined in Analysis Services are exposed in the PivotTable Field List in Office Excel2007. KPIs are defined on the KPI tab in Business Intelligence Development Studio, as illustratedin Figure 52.Figure 52. Defining KPIs in Business Intelligence Development Studiowww.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 53By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  54. 54. When a KPI is defined, the four main components are exposed in the PivotTable Field List, namely: Value Goal Status TrendEach of these components is basically a calculated measure and can be added to the Values areaof a PivotTable.Adding Value and Goal components to a PivotTable lists the values of these calculated measuresas for any other measure or calculated measure. But adding Status and Trend components to aPivotTable displays a graphic in the PivotTable instead of the value. Excel reads the proposedgraphic (status indicator) defined on the server and maps it to the closest available graphic in Excelconditional formatting (see Figure 53).www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 54By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  55. 55. Figure 53. Setting Status and Trend graphic indicatorsFigure 54 shows an example of a PivotTable with the four KPI components added.Figure 54. PivotTable showing all four KPI componentswww.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 55By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  56. 56. Note that the graphics displayed in the PivotTable for Status and Trend components are based onregular conditional formatting. Therefore, the criteria and type of visualizations can be changed inthe same way as for any other conditional formatting rules once the Status and Trendcomponents are added to the PivotTable.Figure 55. Conditional formatting rules for Status and Trend KPI componentsCalculated MembersOffice Excel 2007 PivotTables can display calculated members that are defined in the cube. Forcalculated members to appear in a PivotTable, select the Show calculated members from OLAPserver check box on the Display tab in the PivotTable Options dialog box, as shown in Figure56.www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 56By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  57. 57. Figure 56. Show calculated members from OLAP server check boxNote that this property controls only whether calculated members in hierarchies other than themeasures hierarchy appear in the PivotTable. Calculated measures appear independent of thissetting.When the Show calculated members from OLAP server check box is selected, Excel includesthe AddCalculatedMembers function in the Multidimensional Expressions (MDX) query sent tothe server.TranslationsSQL Server 2005 Analysis Services introduces a new feature called translations. With translations,you can now have multiple languages available to end users for dimensions, hierarchies, levels,members, and more.www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 57By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  58. 58. If the Microsoft Office display language exists as a translation on the server, Excel automaticallyretrieves information from the server in that language.You can configure whether Excel will retrieve translations in the Connection Properties dialogbox for the connection to the server. To receive translations, select the Retrieve data and errorsin the Office display language when available check box under the Language section of theUsage tab, as illustrated in Figure 57.Figure 57. Setting for retrieving translations from the OLAP serverwww.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 58By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  59. 59. If you need a specific translation, regardless of the Office display language, you can obtain thetranslation by adding a property in the Office Data Connection (ODC) file representing the serverwith the OLAP cube.The default connection string section of the ODC file looks like this:<odc:ConnectionString>Provider=MSOLAP.3;Integrated Security=SSPI;Persist Security Info=True;Data Source=MyOLAPServer;Initial Catalog=Adventure Works DW</odc:ConnectionString>By adding an additional property, namely Locale Identifier, you can set the retrieved translationsto a certain language. In the following example, Spanish is requested by adding LocaleIdentifier=3082.<odc:ConnectionString>Provider=MSOLAP.3;Integrated Security=SSPI;Persist Security Info=True;Data Source= MyOLAPServer;Initial Catalog=Adventure Works DW;Locale Identifier=3082</odc:ConnectionString>In the example in Figure 58, the first PivotTable is retrieving the translations in the Office displaylanguage, which, in this case, is English.www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 59By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  60. 60. Figure 58. PivotTable displaying English translations from the OLAP serverThe PivotTable shown in Figure 59 is retrieving Spanish translations as specified in the ODC file.Figure 59. PivotTable displaying Spanish translations from the OLAP serverYou can set translations for dimensions, hierarchies, and levels on the general Translations tab inBusiness Intelligence Development Studio, as illustrated in Figure 60.www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 60By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  61. 61. Figure 60. Translations defined in Analysis ServicesTo define translations for individual members, click the button next to the translated attributehierarchy name (Producto in the example shown in Figure 61).Figure 61. Button to open member translation dialog boxClicking this button opens a dialog box in which you can define individual member translations bypointing to a column in the source table that contains the translations (see Figure 62).www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 61By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  62. 62. Figure 62. Translations for individual members defined in Analysis ServicesConclusionWith the combination of SQL Server 2005 Analysis Services and Office Excel 2007, users can easilyperform rich data analysis. This document outlines a set of options that greatly improves theexperience for users in Office Excel 2007 when they analyze data in OLAP cubes. There are manyother issues to consider when you are designing Analysis Services cubes. See the Related Linkssection for more information.www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 62By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  63. 63. Related LinksAlthough this document focuses on how to take advantage of OLAP server features by using ExcelPivotTables, Office Excel 2007 also includes many new capabilities and improvements in otherareas.For more information about Office Excel 2007:http://office.microsoft.com/excelFor more information about Microsoft SQL Server 2005 Analysis Services:http://www.microsoft.com/sql/technologies/analysis/default.mspxFor more information about Office Excel 2007 PivotTable dynamic views:http://office.microsoft.com/en-us/excel/HP101773841033.aspxAnother good resource for information about Office Excel 2007 is the Excel blog:http://blogs.msdn.com/excel/For a TechNet webcast, "Office Excel 2007 and SQL Server 2005 Analysis Services IntegrationExplained" (Level 200):http://msevents.microsoft.com/cui/WebCastEventDetails.aspx?EventID=1032299077&EventCategory=5&culture=en-US&CountryCode=USFor more information about language identifiers in the 2007 Office system:http://technet2.microsoft.com/Office/en-us/library/f5fee727-df49-4ef7-b073-dd6c08dfecfa1033.mspx?mfr=truewww.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 63By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.
  64. 64. The information contained in this document represents the current view of Microsoft Corporation on the issues discussed as of the date ofpublication. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part ofMicrosoft, and Microsoft cannot guarantee the accuracy of any information presented after the date of publication.This white paper is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THISDOCUMENT.Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of thisdocument may be reproduced, stored in, or introduced into a retrieval system, or transmitted in any form or by any means (electronic,mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Microsoft Corporation.Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in thisdocument. Except as expressly provided in any written license agreement from Microsoft, the furnishing of this document does not give youany license to these patents, trademarks, copyrights, or other intellectual property.© 2007 Microsoft Corporation. All rights reserved.The example companies, organizations, products, domain names, e-mail addresses, logos, people, places, and events depicted herein arefictitious. No association with any real company, organization, product, domain name, e-mail address, logo, person, place, or event isintended or should be inferred.Microsoft, Excel, Fluent, the Office logo, PivotTable and SQL Server are either registered trademarks or trademarks of Microsoft Corporation inthe United States and/or other countries.The names of actual companies and products mentioned herein may be the trademarks of their respective owners.www.microsoft.com/office© 2007 Microsoft Corporation. All rights reserved. Page 64By using or providing feedback on these materials, you agree to the attached license agreement.To comment on this paper or request more documentation on these developer features, contact us attalkodc@microsoft.com. We look forward to hearing from you.

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