We are often asked how to drive a chart from a slicer in XLCubed and how to plot days/months for a month or year. Base case this is fairly straightforward, you can set up a grid which is based on the previous ‘x’ months of a slicer selection for example. The difficulty can be where you want to vary the behaviour depending on which level of the hierarchy the user chooses. This is particularly true where the hierarchy contains semesters or quarters.
The example below shows a technique to handle this complexity and display the chart in a way meaningful to the user in each case. The report is based on a slicer that allows the user to switch between showing the graph data based on quarters, months or days.
You can download the Excel spreadsheet that is used in the example here TimeSeriesGraphFromSlicer
This connects to the Adventureworks demo database which ships with Analysis Services.
The diagram below shows the flow of data from each worksheet showing the final result in the sheet Chart.
Workbook Sheet – Chart
This sheet shows the graph based on the data chosen in slicer above it. This switches the graph data between quarters, months and days depending on the slicer selection.
Workbook Sheet – GridForChart
This shows the data that will be graphed, depending on the choice made by the slicer selection. In this example it is months July 2001 – June 2002. FY2002 has been selected by the user (in this example Financial Year 2002 runs from July 2001 – June 2002).
Note that cells A10 – A21 contain the value ‘TRUE’ – these cells contain an XL3RowVisible statement as follows:
This statement hides rows with no data so that they are not plotted on the graph.
Workbook Sheet – SlicerToMonthDay
This sheet contains the data that is returned by the choice of the slicer in workbook sheet Chart.
User selects a month
The data will be graphed as days. For example, if the user selects July 2002 then the graph will be displayed with each day in July along the x-axis. These are defined in XLCubed as ‘Children of’ the slicer.
User selects a quarter year
The data will be graphed as months in a three month period. For example, the user selects Q1 FY 2003 and the data displayed is for three months from July 2002 – September 2002 as below. These are defined in XLCubed as ‘Descendants of’ the slicer at month. This will be the same when the user picks year, semester or quarter.
User selects a half-year
The data will be graphed as months in a six-month period. For example, the user selects H1 FY 2003. The screenshot below shows the data that will be graphed.
However, it can be seen that the values Q1 FY 2003 and Q2 FY 2003 should not appear on the graph.
Using the Edit Member functionality it is possible to remove these so that they do not appear as points on the graph.
To do this, edit the Date.Fiscal member and click on Advanced tab.
Click on the drop down next to first member – that member set is the resulting data when the user selects H1 FY 2003 and shows the data that is in cells B10 – B43 in sheet SlicerToMonthDay.
The screenshot below shows the data that will be subtracted – it is in effect the actual value selected by the user via the slicer alongside the two Fiscal Semester values Q1 FY 2003 and Q2 FY 2003.
The GridForChart sheet now shows just the six months that should be graphed. As explained earlier further manipulation using the XL3RowVisible functionality removes blank rows.
The screenshot above shows the graph with six months of data for H1 FY 2003 for months July 2002 – December 2002, and the quarters have been dynamically excluded.
The end result is a flexible time selector where the user can choose dates at different levels in the hierarchy, and will always get a meaningful and in-context time series chart.