kpi roll-up in sharepoint 2007

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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

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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

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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

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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

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“Provide the management with indicators that allow to monitor operations, and support decision making.”

In plain English: build operational dashboards

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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

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Visual indicators

Color coding, shape

Real time roll-up

One version of the truth

Permissions

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ViewData View Web Part

UpdateDatasheet view

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Derived indicator

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Lists creation

Site content type

▪ ! Allows updates across the site collection

List template

Roll-up

Visualization

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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)

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Calculated Column formula

Calculated Columnin standard view

Calculated ColumnIn DVWP (crosslist mode)

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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

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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

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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

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E-mail: [email protected]

Web Site: http://www.PathToSharePoint.com

Twitter: http://twitter.com/Path2SharePoint

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Thank You! ✹✹✹