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Date Filter in Excel for pivot table with cube data source not filtering

  • March 3, 2011 at 8:03 pm

    #235423

    hello all,

    after much googleing and setting of parameters , member values etc, i am at a dead end

    I am trying to get the date filtering for a pivot table working

    my time dimension is set to Time

    The attribute Date os set to a Type of Date

    It's key column is set to a pk value (integer

    It's name column is set to a field called dim_date (Wchar but date time in the table structure)

    It's value column is set to the same field above dim date (date) Data type is date, and format is short date.

    I have processed and deployed my cubes, however when trying to filter using between or any of the other builtin features of excel 2010 to filter by date, it results in no results .

    I'm unsure what other setting i need to set to make the filtering work properly. any help is much appreciated.

  • March 9, 2011 at 2:27 am

    #1296369

    ok

    maybe an easier question, has anyone got the filtering functionality to work in excel 2007 or excel 2010, other than in Adventure works?

    🙂

  • April 30, 2011 at 9:41 pm

    #1318125

    I have the exact same problem, what gives? is this some sort of bug? I can't believe this could be a real problem and go undetected for years. this has got to be simple, doesn't it? I can get excel to recognize my datetime field with a direct sql query but not in an analysis services cube time dimension?

  • May 1, 2011 at 12:56 am

    #1318135

    i agree, i dont think it is a bug, but i cannot for the life of me figure out why it is doing this,

    will be lodging a call with ms tomorrow about it, hopefully more detail to follow, (this might be a good first blog post for me ).

  • October 17, 2012 at 2:45 am

    #1549912

    Has anyone got this to work? I'm stuck too.

    Some people seem to have no trouble at all e.g.

    http://stackoverflow.com/questions/12532393/excel-pivot-table-date-range-filter

  • October 18, 2012 at 2:25 am

    #1550332

    Fixed this problem. For anybody out there Googling: If you are having trouble getting Excel 2007 or Excel 2010 pivot tables to work with date filters (showing blank or empty or no data) from an SQL Server Analysis Server (SSAS) cube, here's how you fix it:

    1 - Download AdventureWorksDW2008R2 database and attach it in on your localhost:

    http://adventureworksdw2008.codeplex.com/downloads/get/372236

    2 - Download, deploy, and process the Adventure Works 2008 (AW) cube:

    http://msftdbprodsamples.codeplex.com/releases/view/88252

    3 - Open Excel 2010 - Point to AW cube - Make a pivot table and see for yourself that date filters work.

    4 - Open the AW cube - Open your cube - Compare every single property in every single part of your Date Dim to their Date Dim and make yours match theirs.

    5 - Rebuild your cube.

    6 - Your date filters now work! 🙂

    P.S. Here are some things I changed in my cube, I don't know which one exactly fixed it:

    Dim:

    Set Unknown member to None

    Key:

    grouping behaviour: discouragegrouping

    instanceselection: filtered list

    null processing: automatic

    set namecolumn

    type: calendar -> date type

    datasize 100

    valuecolumn : date (maybe should be datekey ??)

    Date:

    grouping behaviour: discouragegrouping

    instance selection: filteredlist

    other fields:

    instanceselection: dropdown

    set value column

    set attributehierarchyvisible

    changed all nullkeyprocessing to automatic in cube design matrix

  • October 18, 2012 at 3:58 am

    #1550367

    wow!

    interesting...

    i never tried that..

    thanks for the response..unfortunately i have moved on from that, could never get it working perfectly.

  • October 19, 2012 at 10:58 am

    #1550966

    This has stymied me for some time as well. Based on the question, I took a relook. There are only two things required, as I found in Designing SQL Server 2005 Analysis Services Cubes for Excel 2007 PivotTables:

    1. To enable date filtering in the PivotTable, first set the Type of the dimension to Time.

    2. Set the ValueColumn property of the key attribute hierarchy in the time dimension to point to a date data type column in the source database. The DataType property should be set to Date.

    I had already had number 1. #2 turned out to be the missing ingredient.

  • March 21, 2014 at 5:24 am

    #1699033

    I think its the value Column that enabled the Filtering on dates

  • July 25, 2014 at 2:37 pm

    #1732537

    Thanks RonKyle! #2 was the issue for me as well.

    RonKyle (10/19/2012)

    This has stymied me for some time as well. Based on the question, I took a relook. There are only two things required, as I found in Designing SQL Server 2005 Analysis Services Cubes for Excel 2007 PivotTables:

    1. To enable date filtering in the PivotTable, first set the Type of the dimension to Time.

    2. Set the ValueColumn property of the key attribute hierarchy in the time dimension to point to a date data type column in the source database. The DataType property should be set to Date.

    I had already had number 1. #2 turned out to be the missing ingredient.

  • July 25, 2014 at 2:50 pm

    #1732544

    You're welcome. Glad to have helped.

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