Getting Started with SharePoint Status Indicators - EPC Group

Getting started with SharePoint status indicatorsApplies to: Microsoft SharePoint Server 2010

A status indicator is a one-line report. At a glance, a status indicator shows how actual

performance for a particular measure compares to a goal. A good status indicator lets you

know, without requiring calculations, if results are on target or off target.

A status indicator shows the indicator name, its numeric results, and an icon. Notice how the

icon provides quick information. Typically, green icons indicate good performance, Red icons

flag problem areas, and yellow icons warn of potential problems. This illustration shows just

two indicators: one displays a green circle icon to indicate performance is on target, and one

shows a yellow triangle to warn about marginal performance.

Overview – How do I create status indicators?

A status indicator is an item in a Status List, which is a special form of a SharePoint list.

You can create a Status List in two ways:

Create just a Status List. After you create a Status List, you just add indicators to the list.

In addition, you can customize a Status List by adding or modifying columns in the list. For

example, you might add a column that shows the contact person for each indicator, or a

column that shows the data source. Then, you just add the indicators to the list that you

created.

Create a Web Part with Status List. This is a Web Part that builds in a Status List

automatically, so that all you need to do is add indicators. Then, you can easily use the Web

Part on a dashboard or other Web page.

When you add an indicator, you give it a title and specify the data source for the indicator.

You also set the values that determine what icon SharePoint Server 2010 displays to indicate

status. For example, you might want an icon that displays a green circle when the actual

value of the measure meets or exceeds the goal, and displays a red triangle when values fall

below a certain point.

Create a Status List

You can create a Status List in the Business Intelligence Center in a team or organization

site, so that other people easily can find them. Then, you can add one or more status

indicators to the newly created list. To increase flexibility about what the list displays, you

can create one or more customized views of a Status List.

To create a new Status List, take these steps:

1. In the site where you want to create the Status List, click Site Actions, and then

select View All Site Content. Under the All Site Content heading, click Create.

2. On the Create page, in the Filter By: panel, click List. Then, in the main panel, click

the Status List icon.

3. Type a name for the Status List.

4. (Optional) To enter a description, or to choose to have the list name appear in the Quick

Launch panel, click More Options. Then, configure the options that you prefer.

5. Click Create to finish creating the Status List. SharePoint Server 2010 opens the

new Status List in edit mode so that you can add one or more status indicators.

Create a Web Part with Status List

You can create a special Web Part that displays a pre-defined view of a Status List. You can

add indicators directly to this Web Part, and then use the Web Part on any page in your site.

To create a new Web Part with Status List, take these steps:

1. In the site where you want to create the Web Part with Status List, in the Quick Launch

panel of the default page of the Business Intelligence Center, click Dashboards,

2. On the Dashboard: All Items page, click the Documents tab in the Library

Tools group.

3. Click New Document, and then select Web Part Page with Status List to open the

property page for a new Web Part.

4. On the property page for the new Web Part with Status List, in the Page

Name section, enter a name and description for the new page. If desired, you can also

enter a Page Title, which will appear as a banner title on the new Web Part page.

5. In the Location section, select the Documents Library and Folder that will contain the

new Web Part page from the matching drop down lists.

6. (Optional) In the Create Link in Current Navigation Bar section, decide whether you

want to create a link from this page to the navigation bar.

7. In the Web part page with status list layout section, select a layout from

the Layout list.

©2009 Microsoft Corporation.

8. In the Status Indicators section, check the radio button next to Create a status

indicator list for me automatically. Alternatively, you can decide to select an existing

list at a later time.

9. Click OK to close the property page and open the new Web Part page.

You can customize the Web Part Page with Status List. For example, you can change the

type of icon that SharePoint uses to display the status of the indicator, you can create a

display title for it, or you can specify the size of the Web Part. To learn how to do this, see

links in the See Also section.

You are now ready to add a status indicator to the Status List in the newly created Web Part.

Add a status indicator to a Status List

The steps in this procedure assume that you have selected a previously created Status List,

and that the list is in Edit mode, or that you have just created a new Status List. When you

create a new list, SharePoint Server 2010 automatically opens the list in Edit mode.

1. On the Status List toolbar, click the arrow next to New.

2. Select an indicator type from the drop-down menu, depending on the data source for the

indicator to open a property page for the new indicator.

3. The following table contains a list of available indicator types and a short description of each

type. To learn how to specify properties for a specific indicator type, click on the name of the

indicator type.

INDICATOR TYPE DESCRIPTION

SharePoint List based Status Indicator

Shows a value based on the contents of a SharePoint list.

Excel based Status Indicator

Shows values directly imported from an Excel Services workbook. The value can be specified by a cell address in the workbook.

SQL Server Analysis Services based Status Indicator

Imports a selected Key Performance Indicator from a SQL Server Analysis Services cube

Fixed value based Status Indicator

Shows values that are manually entered by the indicator author.


SHAREPOINT LIST BASED STATUS INDICATOR

SharePoint Server 2010 lists are great ways to track items. For example, you might create a

list that shows the status of business contracts, and create a status indicator that reports

the percentage of active contracts, or contracts that are complete. Lists can contain items

that are part of a workflow, or report employee participation in training programs.

You can use a status indicator to track how long the issues or tasks have been open, how

many are open, and what percentage of a task is complete. You can also keep track of

totals, such as the amount of time that an issue has been open or the total number of sales

in a region.

NOTE Before you select this option, make sure the list that you want to use exists, and is

in the view that you want to use...

To create a new status indicator that is based on a SharePoint list, take these steps:

1. On the New Item page, under SharePoint List and View, in the List URL box, enter

the URL of the list or library.

NOTE The SharePoint list or library must be in the same site.

2. In the View box, select the view that contains the items you want to use in the status

indicator.

3. Under Value Calculation, select the calculation method that you want to use to calculate

the goal of the status indicator. The following table describes the calculation options.

CALCULATION OPTION

DESCRIPTION

Number of list items

A count of the total number of items in the list.

Percentage of list items in the view where

This method calculates the percentage of items in the specified view that meet the criteria that you select.To select a criteria, take these steps:

Select the name of the column from the Select column…drop-down list.Select the comparison operator from the is equal to drop-down list.Type the value that you want to use for comparison in the text box.

To add criteria for up to five additional columns, repeat these steps.

Calculation using all list items in the view

This method calculates the value that you select, based on values in a specified column. Select one of the following from the drop-down list: Sum, Average, Maximum, or Minimum. Then, select the column that contains the values that you want computed from the Select column… drop-down list


4. In the Status Icon Rules section, do the following:

From the Better values are drop down list, select higher to have SharePoint change

Icons when increasing values meet or exceed goal or warning thresholds.

Select lower to have SharePoint change Icons when decreasing values meet or

exceed goal or warning thresholds.

In the Display when value has met or exceeded goal box, type the goal value.

When the indicator value reaches this goal, SharePoint changes the icon to show that

performance is on target.

In the Display when value has met or exceeded warning box, type the value at

which performance is unacceptable, and SharePoint changes the icon to warn of a

potential problem.

5. (Optional) In the Details Link section, in the Details Page box, type the URL of the page

that provides more detailed information about this indicator, such as the source list for the

indicator.

6. (Optional) in the Update Rules section, select the option that determines whether

SharePoint Server 2010 updates the indicator values each time a new user opens the list,

or updates the indicator values when the user manually updates the values from a menu.

EXCEL BASED STATUS INDICATOR

You can base a status indicator on data in an Excel workbook that you save or publish to

your SharePoint Server 2010 site. As the data in the workbook changes, SharePoint Server

2010 automatically updates the values in the status indicator. In addition, you can display

the workbook on the same Web page.

To create a new status indicator that is based on an Excel Services workbook, take these

steps:

1. On the New Item page, in the Name and Description boxes, type a name and optional

description for the indicator.

2. (Optional) In the Comments box, type any comments. For example, you might provide

information to help people who are viewing the indicator understand what it represents.

3. In the Indicator Value section, in the Workbook URL box, enter the URL of the Excel

workbook that contains the data and calculations for the indicator. The Excel Services

workbook must be saved in a SharePoint library that is in the same site.

4. In the Cell Address for Indicator Value box, type the address of the cell that contains the

actual value for the indicator. Alternatively, you can click the Browse button to browse the

workbook that you specified by the URL in Step 3, and then select the cell that contains the

values you want to use in the status indicator












potential problem.


that provides more detailed information about this indicator, such as the source list for the

indicator.




SQL SERVER ANALYSIS SERVICES BASED STATUS INDICATOR

SharePoint Server 2010can import KPIs from SQL Server Analysis Services (SSAS), a

component of SQL Server 2005 and SQL Server 2008. A systems administrator or database

analyst usually sets up these KPIs and adds the data connection file to the Data Connection

library on a Business Intelligence Center site. Then, anyone with the appropriate permissions

can access the database and link to the Analysis Services KPIs

SSAS enables analysts to define powerful and flexible KPIs that are based on

multidimensional data. However, an SSAS KPI can be defined and managed only while

working in SSAS. An analyst can use commands in SSAS to create and manage any KPI

properties, such as the performance goal, the status icon, and the threshold values at which

an icon changes color to indicate a change in performance status.

You can change the display name of a KPI that you import to a Status List, but you cannot

change any other properties of the KPI while working in SharePoint Server 2010.

To import a KPI from SSAS, take these steps.

1. On the New Item page, in the Data Connection box, enter the URL of the Microsoft

Office data connection (.odc) file, or click the Browse button to open the Select an

Asset dialog box, and navigate to the .odc file.


2. In the Only display KPIs from display folder box, select the display folder in the

Analysis Services database that contains the KPI.

3. In the KPI List box, select the KPI you want, such as Total Revenue or Average Profit

Margin.

4. Select the Include child indicators check box to display all of the child indicators for the

selected KPI. If the selected KPI has child indicators, the Status List displays the parent

and child indicators in a hierarchy.

The following illustration shows an imported KPI (Net Income) that has three child

indicators (Operating Profit, Operating Expenses, and Financial Gross Margin).

5. In the Name and Description boxes, type a name and description (optional) for the

indicator.


information to help people who are viewing the KPI understand what it represents.


that provides more detailed information about this indicator, such as the data source for

the indicator.




NOTE The Status Icon Rules for an indicator that imports an Analysis Services KPI are

preset by the database analyst...

FIXED VALUE BASED STATUS INDICATOR

In some situations, you might want to enter values manually for a status indicator. Perhaps

the indicator is based on unstructured information such as e-mail, or you have a one-time

project to track.

1. On the New Item page, in the Name and Description boxes, type a name and optional

description for the indicator.


information to help people who are viewing the indicator understand what it represents.

3. Type the numerical value of your progress so far.












potential problem.


Technology

Getting Started with SharePoint Status Indicators - EPC Group