How To Create KPI List In SharePoint 2007

Creating a KPI list in SharePoint 2007 can be done using two different approaches: creating a status list or creating a web part with a status list. These options provide businesses with the flexibility to track key performance indicators and enhance overall efficiency.

To create a status list, navigate to the desired site in SharePoint 2007. Click on Site Actions and select View All Site Content. Under the All Site Content heading, click on Create. On the Create page, select List in the Filter By: panel, then click on the Status List icon. Give the list a name and click Create. You can then add status indicators to effectively track KPIs.

Alternatively, to create a web part with a status list, go to the desired site and access the default page of the Business Intelligence Center. Click on Dashboards in the Quick Launch panel. On the Dashboard: All Items page, click on the Documents tab in the Library Tools group. Select New Document and choose Web Part Page with Status List. Enter a name and description for the page, select the Documents Library and Folder, and choose a layout. Configure the status indicators to create a dynamic KPI dashboard.

Adding a status indicator to a status list is straightforward. Click on the arrow next to New on the status list toolbar. Select the indicator type from the drop-down menu, enter the necessary information and settings, such as the data source, title, and status icon rules. Additionally, you can import a KPI from SQL Server Analysis Services or create a status indicator based on data in an Excel workbook, following specific instructions.

To further enhance the KPI list in SharePoint 2007, there are additional options available. One approach is to use a SharePoint list with computed columns, allowing for the calculation of status based on chosen values. Another option is to utilize SharePoint Designer and the Data View web part to design a KPI dashboard, converting the existing list view and setting conditional formatting.

These methods provide businesses with the tools and flexibility to create a KPI list in SharePoint 2007, enabling effective tracking and improving overall business efficiency.

Creating a Status List in Sharepoint 2007

To create a status list in Sharepoint 2007, follow these steps for seamless KPI tracking:

  1. Go to the site where you want to create the list.
  2. Click on Site Actions and select View All Site Content.
  3. Under the All Site Content heading, click on Create.
  4. On the Create page, click on List in the Filter By: panel.
  5. In the main panel, click on the Status List icon.
  6. Give the status list a name and click Create.

SharePoint Server 2010 will open the new status list in edit mode where you can add the status indicators. To add a status indicator to the list, click on the arrow next to New on the status list toolbar. Select an indicator type from the drop-down menu, depending on the data source for the indicator. Enter the necessary information and settings for the indicator, such as the data source, title, and status icon rules.

You can also create a status indicator based on data in an Excel workbook or import a KPI from SQL Server Analysis Services. For these options, follow the specific instructions provided in the sources.

Another approach to creating a KPI list in SharePoint is to use a SharePoint list with computed columns. Create a SharePoint list with desired fields, including a field with choices for the status indicator. Then, create a computed field that calculates the status based on the chosen value in the status indicator field. After adding the content editor web part, add JavaScript code to transform the text to HTML for better display of the status indicator.

Alternatively, you can use SharePoint Designer and the Data View web part to design a KPI dashboard. This involves converting the existing list view to an XSLT Data View and setting conditional formatting for the KPIs.

These are some options for creating a KPI list in SharePoint 2007.

Creating a Web Part with a Status List in Sharepoint 2007

By creating a web part with a status list, you can build an interactive KPI dashboard in Sharepoint 2007. This allows you to effectively track Key Performance Indicators (KPIs) and improve business efficiency. In Sharepoint 2007, there are several steps involved in creating a web part with a status list.

To start, go to the site where you want to create the web part and navigate to the default page of the Business Intelligence Center. From there, click on the Dashboards link in the Quick Launch panel. On the Dashboard: All Items page, you will find the Documents tab in the Library Tools group.

Click on the New Document button and select Web Part Page with Status List. Provide a name and description for the new page, and choose the Documents Library and Folder that will contain the web part page. Additionally, select a layout from the Layout list that suits your needs.

In the Status Indicators section, you have the option to automatically create a status indicator list or select an existing list for your web part. Once you have made your selection, click OK to finish creating the web part page. This will enable you to incorporate the status list and indicators into your KPI dashboard.

Creating a web part with a status list in Sharepoint 2007 offers a dynamic and visually appealing way to monitor and analyze your organization’s KPIs. By following these steps, you can enhance decision-making processes and improve overall business performance.

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