This document outlines a presentation on building operational dashboards in SharePoint. It will include a live demo of building a KPI roll-up dashboard using out of the box SharePoint features like calculated columns and data view web parts. It will also cover visual indicators, templates, and permissions management for dashboards. Resources like tutorials, demos and the presenter's blog will be shared for attendees.

2.  About me
 Objectives – Business user / Power user
 Case study
 Scenario and live demo (business user)
 SharePoint customization (power user)
 Resources – wss and MOSS
 Post-session: Q&A
 Live blogging/microblogging #SPSEMEA #KPI
 Path to SharePoint blog
 Stump the Panel forum

3. Name Christophe Humbert
Title SharePoint functional consultant
Mission Make the most of the OOTB features
Field Gear Calculated Columns
Content Editor Web Part
Data View Web Part
Motto “SharePoint is the ultimate
end user business application”
Country eFrance, eU.S.A., eChina

6.  Showcase some powerful customizations
that leverage OOTB features
 Visualization:
display visual indicators from SharePoint lists
 Content roll-up
 Applies to both wss v3 and MOSS
 Calculated Columns
 Data View Web Part

7. “Provide the management with indicators that allow to
monitor operations, and support decision making.”
In plain English:
build operational dashboards

8. For each decision level:
 What do I want to monitor?
 Is it measurable?
 Can I establish a relationship between the
measure and my business goals?
 Actionable?
 Key Performance Indicators
 Example: Quality
 red light if the number of defects reaches a certain
threshold

9.  Visual indicators
 Color coding, shape
 Real time roll-up
 One version of the truth
 Permissions

11. View
Data View Web Part
Update
Datasheet view

12. Derived indicator

16.  Lists creation
 Site content type
▪ ! Allows updates across the site collection
 List template
 Roll-up
 Visualization

17. Data View Web Part:
 Default mode: display the content of a single list
 from the same site
 from the same site collection
 In crosslist mode: roll-up data from the sub-sites
 Filters: list type; content type
 Dynamic roll-up
 Alternate option:
Content Query Web Part (MOSS only)

19. Calculated Column formula
Calculated Column
in standard view
Calculated Column
In DVWP (crosslist mode)

20.  Data View Web Part (crosslist mode)
in SharePoint Designer
After switching to rich text:
Default: calculated fields are rendered as text
the HTML string is rendered as HTML

21.  Indicators  Images
(no image required)
 up/down arrows ➘➙➚
 check marks ✗✓
 star ratings ✭✭✭✭✭  Advanced
 traffic lights ✹✹✹  Sparklines
 Progress bar  Flash charts
 etc. ✉☎☀☁  Etc.

22.  Division manager:
 View all projects within division
 Business Unit manager:
 View all projects within the BU
 No access to projects of other BUs
 Project Manager:
 edit his/her own project status
 View other projects’ status in the same program
 No access to projects in other program teams

23.  Operational dashboards in SharePoint
 Dynamic data roll-up
 Filtering
 Indicators
▪ Large choice of visual indicators
▪ Derived indicators
 Scalable
 Item level permission management
 Toolset available in all flavors of SharePoint 2007
 Site content type, list template
 Calculated Column
 Data View Web Part

24. Live demo
KPI roll-up - Live demo Templates for download
CQWP (MOSS)
KPI roll-up - Tutorials DVWP (wss and MOSS)
Progress bar
Visual indicators Traffic lights
Path to SharePoint (demos)
Other resources Path to SharePoint blog

25.  E-mail: Christophe@PathToSharePoint.com
 Web Site: http://www.PathToSharePoint.com
 Twitter: http://twitter.com/Path2SharePoint
✹✹✹
Thank You!
✹✹✹