- 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. ContentsIntroduction
.....................................................................................................................
3Excel 2007 PivotTables
....................................................................................................
4Measure Groups
...............................................................................................................
5Display Folders
...............................................................................................................
11Attribute Hierarchy Display Folders
....................................................................................
11User Hierarchy Display Folders
..........................................................................................
13Measure Display Folders
...................................................................................................
14Named Sets and Calculated Measure Display Folders
........................................................... 16KPI
Display Folders
..........................................................................................................
19Multilevel Display Folders
.................................................................................................
21Adding an Entity in Multiple Display Folders
........................................................................
23Adding Attribute Hierarchies to the Root Dimension Folder
................................................... 24Named Sets
....................................................................................................................
26Perspectives
...................................................................................................................
28Time Dimensions
............................................................................................................
30Placing Time Information in Columns
.................................................................................
30Exposing Date-Specific Filtering Options
.............................................................................
31Member Properties
.........................................................................................................
35Member Properties in Tooltips
...........................................................................................
37Member Properties in the Report
.......................................................................................
40Filtering by Member Properties
..........................................................................................
43Actions
...........................................................................................................................
43Measure Formatting
.......................................................................................................
47Currency 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 [email protected]. We look forward to hearing from
you. 3. IntroductionMicrosoft Office Excel 2007 takes advantage of
most of the features in Microsoft SQL Server2005 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 [email protected]. We look forward to
hearing from you. 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 Fluentuser 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 [email protected]. We
look forward to hearing from you. 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 [email protected]. We look forward to
hearing from you. 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 [email protected]. We look forward to
hearing from you. 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 [email protected]. We
look forward to hearing from you. 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
[email protected]. We look forward to hearing from you. 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
[email protected]. We look forward to hearing from you. 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 [email protected]. We look forward to
hearing from you. 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 hierarchiesUser hierarchiesMeasuresCalculated
measuresNamed setsKey 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 [email protected]. We
look forward to hearing from you. 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 [email protected]. We look forward to
hearing from you. 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 [email protected]. We
look forward to hearing from you. 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
[email protected]. We look forward to hearing from you. 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 [email protected]. We
look forward to hearing from you. 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 [email protected]. We look forward to
hearing from you. 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 [email protected]. We look forward to hearing from
you. 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 [email protected]. We look forward to
hearing from you. 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
[email protected]. We look forward to hearing from you. 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 [email protected]. We look forward to
hearing from you. 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
[email protected]. We look forward to hearing from you. 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 [email protected]. We look forward to
hearing from you. 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
[email protected]. We look forward to hearing from you. 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 [email protected]. We look forward to hearing from
you. 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 [email protected]. We look forward to
hearing from you. 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 [email protected]. We look forward to
hearing from you. 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 [email protected]. We
look forward to hearing from you. 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 [email protected]. We look forward to hearing from
you. 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
[email protected]. We look forward to hearing from you. 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 [email protected]. We look forward to
hearing from you. 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 dimensions 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 [email protected]. We look forward to
hearing from you. 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 [email protected]. We look forward to hearing from
you. 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
[email protected]. We look forward to hearing from you. 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 [email protected]. We look forward to
hearing from you. 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 dragand-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
[email protected]. We look forward to hearing from you. 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
[email protected]. We look forward to hearing from you. 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 [email protected]. We look forward to hearing from
you. 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 [email protected]. We
look forward to hearing from you. 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 [email protected]. We look forward to
hearing from you. 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
[email protected]. We look forward to hearing from you. 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 [email protected]. We look forward to
hearing from you. 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 [email protected]. We look forward to
hearing from you. 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:URLRowsetReportingDrillthroughwww.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
[email protected]. We look forward to hearing from you. 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 [email protected]. We look forward to hearing from
you. 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
[email protected]. We look forward to hearing from you. 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
membersCellswww.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 [email protected]. We look forward to
hearing from you. 47. CubeDimension membersHierarchyHierarchy
membersLevelLevel 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
FormatFill ColorFont StyleText 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 [email protected]. We
look forward to hearing from you. 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
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license agreement.To comment on this paper or request more
documentation on these developer features, contact us
[email protected]. We look forward to hearing from you. 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 [email protected]. We look forward to
hearing from you. 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
[email protected]. We look forward to hearing from you. 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
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license agreement.To comment on this paper or request more
documentation on these developer features, contact us
[email protected]. We look forward to hearing from you. 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 [email protected]. We look forward to
hearing from you. 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
[email protected]. We look forward to hearing from you. 54.
When a KPI is defined, the four main components are exposed in the
PivotTable Field List, namely:ValueGoalStatusTrendEach 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 [email protected]. We look forward to hearing from
you. 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 [email protected]. We look forward to
hearing from you. 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 [email protected]. We look forward to
hearing from you. 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
[email protected]. We look forward to hearing from you. 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
[email protected]. We look forward to hearing from you. 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:Provider=MSOLAP.3;Integrated
Security=SSPI;Persist Security Info=True;Data
Source=MyOLAPServer;Initial Catalog=Adventure Works DWBy 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.Provider=MSOLAP.3;Integrated
Security=SSPI;Persist Security Info=True;Data Source=
MyOLAPServer;Initial Catalog=Adventure Works DW;Locale
Identifier=3082In 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 [email protected]. We
look forward to hearing from you. 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 [email protected]. We look forward to
hearing from you. 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 [email protected]. We look forward to
hearing from you. 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 [email protected]. We look forward to
hearing from you. 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
[email protected]. We look forward to hearing from you. 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.
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the furnishing of this document does not give youany license to
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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
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Office logo, PivotTable and SQL Server are either registered
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