★ EPPM Solutions ★ Technology ★ Business Analysis ★ ITIL ★ ITSM ★ PMBOK ★
( uB )
Custom Implementation, Services, Training & Support through Experienced, Wise Use of Available Knowledge, Facilitating Access to Relevant Information, Research and Opportunities besides hands on EPMO and EPMS Projects. Ask !
- On the KPI list toolbar, click the arrow next to New.
- Select one of the following KPI types, depending on where the data for the KPI resides.
Select this option | When the source data is |
Indicator using data in SharePoint list | A SharePoint list that contains items from which you want to create an aggregate value, such as a sum, minimum, or maximum. Before you set up the KPI, make sure the SharePoint list already is in the view that you want to use. You must first display the appropriate columns in order for the KPI to work. |
Indicator using data in Excel workbook | An Excel workbook where the KPI is calculated in the workbook. |
Indicator using data in SQL Server 2005 Analysis Services | A SQL Server 2005 Analysis Services cube. |
Indicator using manually entered information | Information that is not in a system and therefore entered manually. |
- On the New Indicator page, do one of the following, depending on the type of KPI you chose in step 2.
For this KPI | Do this |
Indicator using data in SharePoint list |
Notes
Note The Calucaltion using all list items in the view option is only available if your list includes a numerical field. |
Indicator using data in Excel workbook |
Notes
|
Indicator using data SQL Server 2005 in Analysis Services |
Note If you don't know the URL for the .odc file, click Browse to open the Select a Link dialog box, and then navigate to the .odc file.
|
Indicator using manually entered information |
|
- In the Status Icon section, under Status Icon Rules, in the Better values are list, select higher or lower to indicate which range of numbers will be green.
- Type the values for the status indicators in the boxes. For example, to track the minimum percentage complete for a set of tasks, you can set the green indicator at the goal value and the warning value to be one less than the goal value. In that case, if you want to see when the minimum percentage complete drops below 25 percent, you set the green indicator to 25 and the yellow indicator to 24.
Note The Status Icon Rules for an Indicator using data in Analysis Services KPI are preset by the database analyst.
After you add all of the KPIs that you want to the KPI list, you can publish them on a Web page by using one of two KPI Web Parts.
0 comments:
Post a Comment
Thank you.