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SharePoint KPIs Part 2 - Creating a basic SharePoint KPI from scratch


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Problem

How do I create a basic KPI from scratch in MOSS 2007? Read on...

Solution

Every enterprise needs to measure business and employee performance. One method is to use Key Performance Indicators (KPIs). SharePoint provides KPI Lists where one can measure performance by setting a goal, actual and warning values.

In our scenario, we will measure product sales of an employee. So let's start by creating a KPI List.

Go to Site Actions-> Create -> KPI List. Provide a name and click OK. Go to the KPI List which you just created. Click on New and select "Indicator using manually entered information".

indicator

A page will appear where we need to enter the KPI name, sales goal value, sales target value and sales warning value manually. (Click the graphic to pop up a full size image.)

Click for larger image

The benefit of using such an approach is that the data will reside directly in the KPI list where one can manually change the data from within SharePoint itself. So provide the data as shown in the image below.

Click for Larger Image

After entering the information, press OK and you will see that a KPI will be created in the KPI List with an indicator showing a Green status - which describes either the actual value has met or exceeded the goal.

Click for Larger Image

We have entered a few more records with a combination of employees met goals, employees in warning level and employees that are below warning level of target.

Next Steps
  • Use a KPI List to manually create a KPI list that could be displayed on a dashboard.
  • Use a KPI List to fetch data from SharePoint lists or other external data sources like an Excel sheet.


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About the author
MSSQLTips author Rahul Mehta Rahul Mehta is a Project Architect/Lead working at Tata Consultancy Services focusing on ECM.

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