kpi roll-up in sharepoint 2007
DESCRIPTION
Do teams in your organization need to report on the status of their projects or action items? Are managers and executives looking for a way to aggregate and synthesize this information, to help them focus on key issues? In this session, we'll see on a case study how to display visual indicators in SharePoint 2007 lists, and aggregate these lists at different levels of the hierarchy to populate dashboards. No third party tool is involved in this customization. All is done on the client side using OOTB SharePoint features, and applies to all flavors of SharePoint 2007 (wss and MOSS).TRANSCRIPT
About me
Objectives – Business user / Power user
Case study Scenario and live demo (business user) SharePoint customization (power user)
Resources – wss and MOSS
Post-session: Q&A Live blogging/microblogging #SPSEMEA #KPI Path to SharePoint blog Stump the Panel forum
Name Christophe Humbert
Title SharePoint functional consultant
Mission Make the most of the OOTB features
Field Gear Calculated ColumnsContent Editor Web PartData View Web Part
Motto “SharePoint is the ultimate end user business application”
Country eFrance, eU.S.A., eChina
Showcase some powerful customizations that leverage OOTB features
Visualization:display visual indicators from SharePoint lists
Content roll-up
Applies to both wss v3 and MOSS
Calculated Columns
Data View Web Part
“Provide the management with indicators that allow to monitor operations, and support decision making.”
In plain English: build operational dashboards
For each decision level: What do I want to monitor? Is it measurable? Can I establish a relationship between the
measure and my business goals? Actionable?
Key Performance Indicators
Example: Quality red light if the number of defects reaches a certain
threshold
Visual indicators
Color coding, shape
Real time roll-up
One version of the truth
Permissions
ViewData View Web Part
UpdateDatasheet view
Derived indicator
Lists creation
Site content type
▪ ! Allows updates across the site collection
List template
Roll-up
Visualization
Data View Web Part: Default mode: display the content of a single list
from the same site
from the same site collection
In crosslist mode: roll-up data from the sub-sites
Filters: list type; content type
Dynamic roll-up
Alternate option: Content Query Web Part (MOSS only)
Calculated Column formula
Calculated Columnin standard view
Calculated ColumnIn DVWP (crosslist mode)
Data View Web Part (crosslist mode)in SharePoint Designer
Default: calculated fields are rendered as textAfter switching to rich text: the HTML string is rendered as HTML
Indicators(no image required)
up/down arrows ➘➙➚
check marks ✗✓
star ratings ✭✭✭✭✭
traffic lights
Progress bar
etc. ✉☎☀☁
Images
Advanced
Sparklines
Flash charts
Etc.
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Division manager: View all projects within division
Business Unit manager: View all projects within the BU
No access to projects of other BUs Project Manager: edit his/her own project status
View other projects’ status in the same program
No access to projects in other program teams
Operational dashboards in SharePoint Dynamic data roll-up Filtering Indicators
▪ Large choice of visual indicators▪ Derived indicators
Scalable Item level permission management
Toolset available in all flavors of SharePoint 2007 Site content type, list template Calculated Column Data View Web Part
KPI roll-up - Live demoLive demoTemplates for download
KPI roll-up - TutorialsCQWP (MOSS)DVWP (wss and MOSS)
Visual indicatorsProgress barTraffic lights
Other resourcesPath to SharePoint (demos)Path to SharePoint blog
E-mail: [email protected]
Web Site: http://www.PathToSharePoint.com
Twitter: http://twitter.com/Path2SharePoint
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Thank You! ✹✹✹