I wanted to share this mosaic from the official SharePoint 2010 site, as an example of how Web design techniques are making their way into SharePoint 2010.

If you are familiar with Web design, you’ll recognize a CSS sprite. The principle: multiple images used throughout the Web page are combined into a “master image”. This reduces server requests and improves page load performance.

In the above example, the master image is used to populate the list ribbon (also a feature introduced in SP 2010):

Note that I already talked about CSS sprites a couple months ago, with this example designed to display inline pies in SharePoint lists: http://pathtosharepoint.com/Utilities/PieSprite50.png

Some references if you’d like to learn more and see other real life examples:
- CSS Sprites: Image Slicing’s Kiss of Death by Dave Shea March 2004
http://www.alistapart.com/articles/sprites 
Sprites are the extension of a technique called “sliding doors”, used to create button rollover effects.
- The Mystery Of CSS Sprites: Techniques, Tools And Tutorials
http://www.smashingmagazine.com/2009/04/27/the-mystery-of-css-sprites-techniques-tools-and-tutorials

My slide deck from the SharePoint Saturday EMEA conference  is now online. You can find it on Slideshare, or get it from the download section of my Website (under KPI roll-up). The recording of the session should be available soon, watch out for updates on EndUserSharePoint.com.

SharePoint Saturday EMEA was a fantastic event, kudos to Mark Miller and the organization team! As Mark explained in his post mortem, “there were a couple of roadblocks to making this thing actually work. First was that Europeans treasure their weekends and we had to assume that many people would not attend because it was scheduled to be a Saturday event.” Well, the Europeans proved that they had the motivation to dedicate their Saturday to SharePoint. And the Americans proved that they are always ready for action, even at 3 am!

In the past few months, I have been in talks with SharePoint hosting providers to start a partnership. I finally signed up with fpweb.net.

fpweb.net has big plans for 2010. As one can expect from the pioneer of SharePoint hosting, they are actively preparing for the SharePoint 2010 release. But what really got me excited is their data center map that shows their expansion plans outside of America, in Europe and Asia.

 

I am now working on the redesign of my demo site. The site should be ready to move to its new home in a couple weeks, after the (Chinese) New Year.

I am still hoping to get some comments on the KPI roll-up templates I provided last week. If you have tried them out, I’d be interested in your feedback, as this will help me for my presentation at the SharePoint Saturday EMEA event on January 23rd (yes, it’s in four days!). Feel free to leave a comment on the blog or contact me directly. Thanks!

First things first: if you don’t know what I mean by “TextToHTML “, you won’t get much from this post. In this case, I recommend that you start with this introduction.
In short, the TextToHTML script has two roles:
1/ find HTML strings in a SharePoint page
2/ Convert these strings into actual HTML

Yesterday, I came across a discussion between @EUSP, @webdes03 and @ebrackley on Twitter:
“TextToHTML can be a bad performer when tasked with lots of HTML; also research DVWPs”

This is a timely comment, as I am about to present at SharePoint Saturday EMEA. Let me expand on this, and provide a few hints on how to better use the HTML Calculated Column.

Remember: TextToHTML is not the only way

Right, most of the examples you’ll find on my blog rely on the TextToHTML script, embedded in a Content Editor Web Part. But there are other ways to render the HTML. In particular, the Data View Web Part, used in crosslist mode, or the Content Query Web Part can directly do the rendering. For more information, see these series:
- for MOSS
KPI roll-up in MOSS
- for SharePoint 2007 (applies to both wss and MOSS):
KPI roll-up in SharePoint (Part I)
KPI roll-up in SharePoint (Part II)

The latter will be the theme of my presentation at SharePoint Saturday.

Get a faster browser

Not always a choice, but if you can, upgrade your browser to the latest version. These days, browsers are improving by leaps and bounds, with Google leading the charge.
My tests show that the TextToHTML script is four times faster in IE 8 than in IE 7. That’s huge! Some other browsers offer even better response time.

Faster TextToHTML

If you are using the TextToHTML script, you’ve certainly got the current version from the download section. What I am making available over there is a generic script, for both SharePoint 2003 and 2007. If you are on SharePoint 2007, you can make it more specific and thus faster.

Focus on the main content

As is, the script will scan the whole page to find table cells (TD elements):

TextToHTML(document.getElementsByTagName("TD"),regexpTD);

This is a waste of time, as you just need the main content, excluding header and Quicklaunch. You can easily do this by replacing the above line with the following code:

var theMainContent = document.getElementById("MSO_MainContent");
TextToHTML(theMainContent.getElementsByTagName("TD"),regexpTD);


Use selectors

Instead of grabbing all the cells in the document, try to restrict your scope to the cells that may contain HTML Calculated Columns.

For example, Paul Grenier proposed a jQuery version of my script, which allows you to grab only certain cells. If HTML Calculated Columns are only in List View Web Parts on your page, the simple $(“td.ms-vb2″) selector should be enough. For better performance, you may want to combine it with my first advice, and focus on the main content: $(“#MSO_MainContent td.ms-vb2″).

Here again, a modern browser will give you better performance (for example if it has native tools to find elements by class name).

Place your script close to the point of consumption

Imagine that you are displaying 10 lists on your page, but only the third one is using HTML calculated columns. If you place the CEWP that contains TextToHTML at the bottom of the page, the script will go through the 10 lists. If you place the script right below the third list: when the script runs, it will be faster as it only sees 3 lists, the 7 others being displayed later.
btw placing the scripts close to the point of consumption is a good practice that also applies to other scripts, not just here. In traditional Web design, you would find all the scripts under the head section of the page, but this practice has evolved now that pages are more dynamic.

If you have other ideas, feel free to share them with me and the other readers! I’ll push some of these performance improvements in the next release of the TextToHTML script. I am also looking for volunteers to test the beta versions…

After reading about the scenario and watching my live demo in part I, it is now time for you to try out KPI roll-ups for yourself.

Note: You’ll need site owner permissions on your site collection to set up the demo.

 

I am providing all the templates needed to replicate my demo in the download section. This includes 4 files:

Projects_List.stp (List template)
Each program site has a projects list. This is where the project managers will update their project status: progress and 4 health indicators.

Projects.webpart
This is a Data View Web Part that displays the visual indicators, progress bar and traffic lights.
Placed on the home page,  it will find all the project lists in the sub-tree. For example, if added to the home page of BU2, it will find all the project lists in BU2, Program 2.1, Program 2.2 and Program 2.3.


  
Projects_with_Overall_Status_=_Red.webpart 
Similar to the previous Web Part, but with an additional filter that only selects the projects in poor health (overall status = red).

Program_Site.stp 
A site template to create program sites. The template includes both the Projects list and the Project DVWP.

So you have the choice: either use the site template, or use the list template with the DVWP template. See below detailed instructions on how to use the files.

A couple comments:
- I used a site content type to manage centrally the project items. It is excluded from the templates, as the SharePoint UI doesn’t provide a way to export/import content types.
- the DVWP includes two grouping levels that are based on the site collection hierarchy.

What’s next?

I am really looking forward to your feedback. I think it is a very convenient implementation of the  “HTML Calculated Column”, as it doesn’t rely on a Content Editor Web Part. Also, the method works on both wss and MOSS, gives you access to a large choice of visual indicators, and doesn’t require images.

If everything works as advertised, please leave a comment here! If not, you may also leave a comment, but more importantly contact me so that I can help you out.

Also, let me know if you’re not clear about the scenario and the benefits of such an implementation.

In part III I’ll explain how I built the projects list.

Detailed instructions

Start by downloading the templates from the download section, under the topic ”KPI roll-up”. To download a file, right click on it and select “save target as”.

To use the Projects list template (you need site owner permissions):
- On your top level site, go to the List template gallery:
Site Actions | Site Settings | Galleries | List templates
- Select Upload
- Upload the Projects_List.stp template

You can now create lists based on the ProjectsList template, on any site of your site collection:
Site Actions | Create | Custom Lists | Projects List

To use the Data View Web Parts:
- On your top level site, go to the Web Part gallery:
Site Actions | Site Settings | Galleries | List templates
- Select Upload
- Upload the two templates Projects.webpart and Projects_with_Overall_Status_=_Red.webpart

You can now add them to your Web Part pages like any other Web Part.

Alternately, you can use the Program_Site.stp site template that contains both the projects list and the Data View Web Part (you need site owner permissions):
- On your top level site, go to the site template gallery:
Site Actions | Site Settings | Galleries | Site templates
- Select Upload
- Upload the ProjectsList template

To create a site based on the template:
Site Actions | Create | Web Pages | Sites and Workspaces

Good luck!

Do teams in your organization need to report on the status of their projects or action items? Are managers and executives  looking for a way to aggregate and synthetize this information, to help them focus on key issues?

On January 23rd, at the SharePoint Saturday EMEA event, I’ll present a session about ”KPI roll-up in SharePoint 2007″.

Last year, I already published a series about KPI roll-up, but it only applied to MOSS, and relied on the Content Query Web Part. This time, I’ll show you how a similar result can be achieved with the Data View Web Part and applied to any SharePoint 2007 configuration (wss v3 and MOSS).

As usual, no action is required on the server side. All the customizations will be done via the SharePoint UI. We’ll also use SharePoint Designer to configure the Data View Web Part, although this is not mandatory and could be one with a text editor.

Our tool for building the visual indicators is my “HTML Calculated Column” method. If you’ve already used it before, you know that it is usually associated with a client side script (“Text to HTML”). Well, here is some good news: in this specific case, we don’t even need the script, SharePoint will do all the work for us! btw this is also how it worked with the CQWP in last year’s series.

In this article (part I), I am going to describe the business scenario, with the support of a live demo.
In part II, I’ll provide the templates I used for the live demo. This will allow you to test them in your own environment (wss or MOSS).
In parts III and IV, I’ll explain how I did it, using calculated columns and the Data View Web Part.
In parts V to X… you tell me how you’ve taken advantage of the method in your own environment, and share your findings and customizations with me and the other readers!

The scenario

An organization is divided in business units, each one gathering multiple program teams. Each program team manages several projects.

Each level of the hierarchy needs visibility on the projects under its supervision. So for example:
- the program team 1.2 monitors all projects 1.2.x
- Business Unit 1 monitors all projects 1.x.y
- the top management monitors all projects

Information architecture

The SharePoint architecture follows the organizational structure: the collaborative space is a site collection, where each business unit is a sub-site of the top level, and each program is a sub-site of the business unit site.

Program team level

Note: click on a screenshot to access the live demo.

In my example, I use a custom list with 5 indicators to monitor the projects.

The budget, quality and schedule indicators track the project health: good (green), average (amber), or poor (red).

The overall status is a global indicator based on the 3 others. For example:
- Green+Amber+Amber –> Amber
- Red+Amber+Amber –> Red

To make the table easier to read, the text is converted into visual indicators: progress bar for the % complete, and traffic light for the health indicators.

 

Business unit level

 The business unit dashboard gathers all the projects under its responsibility:

For the demo, I have shown all the indicators. At this level, we could actually have restricted the view to the progress bar and the overall status, for a lighter display.

Top level

At the top level, we are collecting information from all the projects in the organization. To avoid an overwhelming amount of data, the list is filtered to only display the projects we want to focus on (in my example the ones with a red overall status).

In the next episode, I’ll share the list template and Web Part I used for the demo. A key point with this method is that it is the SAME Web Part that is used at all levels of the hierarchy to render the visual indicators. At each level, the Web Part is smart enough to only select the relevant information, i.e. the projects in the sub-tree.

I am currently looking for a Web hosting provider I could partner with.

What I am looking for:
- SharePoint hosting for my demo sites (SP 2007 and SP 2010)
- Web hosting for my other sites (mainly blogs based on the WordPress platform)

What I can offer:
- act as the SharePoint evangelist for the provider’s user community
- packages based on my creations, that will enhance the basic SharePoint offer

If you know anyone who could be interested please let me know!

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