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SharePoint 2007 KPI Webparts

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					SharePoint 2007 KPI Webparts



Overview

SharePoint 2007 offers limited, but easy to use, Business Intelligence tools in the form of KPI
lists and web parts. The KPI list can use Analysis Services, Excel Workbooks, and SharePoint
Lists as data sources as well as manually entered KPI’s. The following document will walk
through setting up each of the types of KPI’s as well as creating filters.

Creating a KPI List

Creating a KPI list is straight forward and the similar to creating other SharePoint lists.

   1.   Select “Site Actions” -> “Site Settings”
   2.   Under the “Site Administration” column select the “Site libraries and lists”
   3.   Select “Create new content”
   4.   Select “KPI List” from the “Custom Lists” column
   5.   Name the list and click “Create”

Data Sources

The next step is to create a new KPI. KPI’s are added to the list using Analysis Services, Excel,
SharePoint lists, or by manually entering the data.
Analysis Services KPI

** Note: KPI’s must be created in the cube to use this data source

   1. The first step to connect to an Analysis Services KPI is to create an Office Data
      Connection to the cube.
         a. Open Excel
         b. Select the “Data” tab
         c. Select “From Other Sources” -> “From Analysis Services”




           d. Enter the server name and Log on Credentials and click “Next”
       e. Select the database and cube and click “Next”




      f. Modify the file location and name as needed and then click “Finish”
2. Once a .odc files is created, it must be uploaded to the SharePoint site.
      a. Create a Data Connection Library if needed
                a.Select “Site Actions” -> “Site Settings”
                b.         Under the “Site Administration” column select the “Site libraries
                   and lists”
                c. Select “Create new content”
                d.         Select “Data Connection Library” from the “Libraries” column
                e.         Name the list and click “Create”
      b. Upload the .odc file to the Data Connection Library
                a.Open the Data Connection Library
                b.         Select “Upload”
                c. Click “Browse” and find the saved .odc file
                d.         Click “OK”
3. Add the Analysis Service KPI
      a. Open the KPI list created earlier
      b. Select “New” -> “Indicator using data in SQL Server 2005 Analysis Services”
      c. On the New Item screen, specify the .odc file in the Data Connection Library for
          the data connection.
d. Select the desired KPI’s
e. Give the KPI a name




f. Enter the link for the KPI’s details if needed. Also select whether the KPI will be
   recalculated for every viewer or manually updated
          g. Click “OK” to finish

SharePoint List KPI

   1. Add a SharePoint List KPI
         a. Open the KPI list created earlier
         b. Select “New” -> “Indicator using data in SharePoint list”
         c. Give the KPI a name




          d. Select the URL for the list and a view
e. Specify a value calculation. This can be a count of the list items, a percentage of
   list items meeting a specific filter, or a calculation using the list’s columns
f. Enter the Status Icon values. These are the goals for the KPI.
a. Enter the link for the KPI’s details if needed. Also select whether the KPI will be
   recalculated for every viewer or manually updated
          b. Click “OK” to finish

Excel Workbook KPI

   2. Add an Excel Workbook KPI
         a. Open the KPI list created earlier
         b. Select “New” -> “Indicator using data in Excel workbook”
         c. Give the KPI a name
d.   Select the URL for the workbook




        e. Specify the cell for the Indicator Value by pressing the Excel icon
f. A popup will appear that opens the Excel workbook as well as fields to set the
   Value, Goal, and Warning values




g. Select the cells with the Value, Goal, and Warning values and click “OK”
h. Enter the Status Icon values. These will already be filled out if all of the values
   were set in the previous step
           c. Enter the link for the KPI’s details if needed. Also select whether the KPI will be
              recalculated for every viewer or manually updated




           d. Click “OK” to finish

Manually Entered KPI

A manually entered KPI is just that, manually entered. There is no source and is mostly used to
for design planning

   1. Add an Manual KPI
         a. Open the KPI list created earlier
         b. Select “New” -> “Indicator using manually entered information”
c. Give the KPI a name




d. Set the Indicator Value
           e. Specify the Goal and Warning values




           f. Enter the link for the KPI’s details if needed.
           g. Click “OK” to finish



Creating a Dashboard

An easy way to display your KPI’s is through a dashboard. SharePoint provides a template for
Dashboards to help streamline the process.

Add a Dashboard to a site

1. Create a Data Connection Library if needed
      a. Select “Site Actions” -> “Site Settings”
      b. Under the “Site Administration” column select the “Site libraries and lists”
      c. Select “Create new content”
      d. Select “Report Library” from the “Libraries” column
      e. Name the list and click “Create”
2. Open the Report Library and select “New” -> “Dashboard Page”
3. Set the name, layout, location, and whether to connect to an existing KPI list or create a
   new one




4. Click “OK” to finish
5. The page is then created. You can now connect the default web parts to your lists,
   workbooks, or other sources as needed or add/remove web parts.
SharePoint Dashboard Web Parts

SharePoint offers two Web Parts, “Key Performance Indicators” and “KPI Details”, to display KPI
lists. The “Key Performance Indicators” web part displays the Goal, Value, and Status of KPIs in
a list while the “KPI Details” web part display all of the column information for one KPI in the
list.



                                                                                  Key Performance Indicators




                                                                                     KPI Details




Filter Overview

Filters can be used to filter Dashboard web parts. SharePoint offers various filters for different
uses. The following outlines the configuration of SharePoint List and SQL Server 2005 Analysis
Services Filters.

*Note: All filters can use the “Filter Action” web part to allows users to set their filters and then
click a button to apply the filters.
SharePoint List Filter

1. Select “Site Actions” -> “Edit Page”
2. Click “Add a Web Part” in the appropriate web part zone
3. Select the “SharePoint List Filter” from the “Filters” section




4. Click “Add”
5. Click “Open the tool pane in the SharePoint List Filter web part




6. Enter the Filter Name, List and View
7. Select a Value Column
8. Click “OK”
9. Click “Edit” on the web part, select “Connections” -> “Send Filter Values To”, and click the
   desired web part to filter. Repeat for multiple web parts.




10. Click “Exit Edit Mode” when finished.
SQL Server 2005 Analysis Services Filter

1. Select “Site Actions” -> “Edit Page”
2. Click “Add a Web Part” in the appropriate web part zone
3. Select the “SQL Server 2005 Analysis Services Filter” from the “Filters” section




4. Click “Add”
5. Click “Open the tool pane in the SQL Server 2005 Analysis Services Filter web part




6. Enter the Filter Name and Data Connection
7. Select the Dimension and Hierarchy for the filter values
8. Click “OK”
9. Click “Edit” on the web part, select “Connections” -> “Send Filter Values To”, and click the
   desired web part to filter. Repeat for multiple web parts.




10. Click “Exit Edit Mode” when finished.

				
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