All About Annotations
Posted by Alan on October 23, 2008
Today I have decided to talk about the concept of Annotations. Annotations are a nice feature of PerformancePoint, but there are some limitations to keep in mind:
- Annotations can only be entered in at the leaf levels of dimensions (i.e., individual cell level) in the PPS matrix and nowhere else. They are entered against a specific value and cannot be entered against a range of values.
- When opening a form or report the user must select “View -> Annotations” from the PeformancePoint Ribbon Bar in order to activate the showing of Annotations. Annotations will then display as a “redish/pinkish” box if an Annotation is present. To see the specific Annotation, the user must right mouse click on the cell and select “View Annotations” and a pop-up window will open to display the annotation. As far as I know, there currently is no way to default having Annotations automatically highlight when you connect to PPS.
- As Assignments flow through the approval process, the Annotations will flow with them.
- When a user opens a form with a page filter on it, when you move between different Dimension Members (e.g., Department1, Department2, etc.) the matrix will change and the Annotations at the cell level will appear and disappear. Annotations do not roll-up! This means if a user is looking at “All Departments” and there are Annotations in cells at individual Department levels (i.e., Department1 or Department2), the user will have to change the filter selection to Department1 or Department2 in order for the Annotation to become visible. There is no out-of-the-box alert that an Annotation exists at a leaf level.
- All users who have PPS will be able to view Annotations within the input form in PPS. There is no security on individual Annotations.
- Reports created and reviewed via the Excel Add-In will also display the Annotations.
- There is no out-of-the-box way to print Annotations if a user prints the Excel input form.
- Annotations are stored in the PerformancePoint relational database and not in the cubes. Therefore any external reporting tool being used to display the data will have to access both the cubes and the relational databases.
I have also worked out the specifications to display a roll-up of Annotations within the body of an input form using SQL Queries and data connections to Excel. When I get more time, I will detail how to do it.