8 Measure Profiles

Measure profiles are customized groups of measures that you can create and use in views. Instead of adding or removing measures from the default measure list each time you work with a particular view, you can save that customized group of measures as a measure profile and load it into the view. By creating a measure profile for each set of measures that you frequently use, you reduce the amount of time it takes to set up a view.

Measure profiles are created at the view level and are available in all views and copies of that view. Measure profiles are saved as part of the formatting. Depending on how you save the formatting, you can make your measure profiles available to other users. For more information, see Formatting.

Creating a Measure Profile

To create a measure profile, you first need to select the visible measures for the view. After you have selected the measures that you want to appear in the measure profile, you can create the measure profile.

1. Open the view that you want to create a measure profile for.

2. Click the Measure dimension tile.

   Figure 8-1 Measure Dimension Tile

   
   

3. The Measure Dimension dialog box appears. On the Show and Hide tab, use the arrows to move the measures to and from the Visible Measures box. Place only the measures that you want to appear in the measure profile in the Visible Measures box.

   Figure 8-2 Moving Measures to the Visible Measures Box

   
   

4. Adjust the order of the measures in the Visible Measure box by using the First, Up, Down, and Last arrows located to the right of the Visible Measure box. This step is optional.

5. After all of the measures that you want to appear in the measure profile are in the Visible Measures box, you can save the measure profile using one of two methods:

   Method 1:

   1. In the Profile Name field below to the Visible Measures box, enter the name of the measure profile.

   2. Click Save Profile.

      Figure 8-3 Measure Profile Name Field

      
      

   Method 2:

   1. Click OK. The Measure Dimension dialog box closes and the view is visible again. The measures that you selected to be visible are shown in the view.

   2. Click the Measure Profile icon in the View toolbar.

      Figure 8-4 Measure Profile Icon

      
      

   3. The Measure Profile menu appears. Click Save.

      Figure 8-5 Measure Profile Menu: Save

      
      

6. The Save Profile dialog box appears. Enter the name of the measure profile and click Save.

   
   

   Note: Existing measure profiles are visible in the Save Profile dialog box.

   
   

   Figure 8-6 Save Profile Dialog Box

   
   

Regardless of the method you use, you cannot create a measure profile that contains the same measures and order of an existing profile. If you do create a measure profile that is identical to an existing one, a warning message appears and asks if you would like to rename the existing measure profile. Click OK to save it with the name you entered in the Profile Name field. Click Cancel to leave it as the existing name.

Figure 8-7 Measure Profile Warning Message

Similarly, you cannot save a measure profile with the same name as an existing measure profile.

Applying Measure Profiles

To apply an existing measure profile to a view, complete the following steps:

1. Click the Measure Profile icon in the view tool bar.

   Figure 8-8 Measure Profile Icon

   
   

2. The Measure Profile menu appears. Click Select.

3. A list of existing measure profiles appears next to the menu. The measure profile in use is designated by a blue dot. Select the measure profile you want to apply.

   Figure 8-9 Measure Profile Menu: Select

   
   

The view refreshes and the measures of the measure profile appear.

Updating Measure Profiles

To update an existing measure profile, complete the following steps:

1. Click the Measure tile.

   Figure 8-10 Measure Tile

   
   

2. The Measure Dimension dialog box appears. On the Show and Hide tab in the Visible Measures section, select the profile you want to update from the list.

   Figure 8-11 Measure Profile List

   
   

   The Hidden Measures and Visible Measures lists are updated based on the profile selected.

3. Update the profile by adding or removing measures from the Visible Measures list.

4. When finished updating the profile, click Save Profile.

5. A warning message appears and asks if you want to overwrite the content of the measure profile. Click OK.

   Figure 8-12 Update Measure Profile Warning Message

   
   

6. Click OK at the bottom of the Measure Dimension dialog box to return to the view.

The measure profile is updated.

Deleting Measure Profiles

You can delete measure profiles that you have created. However, you cannot delete the default profile. To delete an existing measure profile, use one of the following methods:

Deleting a Measure Profile: Method 1

1. Click the Measure Profile icon in the View toolbar.

   Figure 8-13 Measure Profile Icon

   
   

2. The Measure Profile menu appears. Click Delete.

3. A list of existing measure profiles appears next to the menu. Click the measure profile you want to delete.

   Figure 8-14 Measure Profile Menu: Delete

   
   

4. A warning message appears, asking if you want to delete the profile. Click OK.

   Figure 8-15 Measure Profile Warning Message: Deleting Profile

   
   

The measure profile is deleted.

Deleting a Measure Profile: Method 2

You can also delete a measure profile from the Save Profile dialog box:

1. From the Save Profile dialog box, select the measure profile you want to delete.

2. Click Delete.

   Figure 8-16 Deleting from the Save Profile Dialog Box

   
   

3. A warning message appears, asking if you are sure you want to delete the profile. Click OK.

The measure profile is removed from the list.