Comments on: Case study: KPI roll-up in MOSS (Part II)

By: Christophe

Christophe — Sun, 13 Nov 2011 23:44:00 +0000

You’re correct, this is a content roll-up, not data aggregation. The live example actually does a simple aggregation (counting the number of items). This is done in xslt in the Data View Web Part.

By: Chris

Chris — Wed, 28 Sep 2011 02:52:27 +0000

This is fantastic! I’m not a developer but just figured out how to use the HTML Calculated Columns and look forward to trying this out as well. One thing I’m wondering is if this actually not a “roll up” in the sense of having one metric that is based on a bunch of “sub metrics”, such as an overall Business Unit “% Complete” that is calculated based on all of the % Complete values for all Business Unit visible projects. I only raise this point because a true “roll up” is something I’m interested in, though I imagine it gets into some fairly heavy lifting to do the required calculations. I just figured I would post in case you are ever looking for new topics to tackle. Regardless, thank you so much for sharing all of this information; it is really helping me take my sites and lists to the next level!

By: HTML Calculated Column: solutions for SP 2010 (Part II) « Path to SharePoint

Fri, 28 May 2010 08:50:14 +0000

[...] actually already used this method before, in cross-list views: – with Content Query Web Parts, as demonstrated by Eric Proshuto – with Data View Web Parts, in my KPI roll-up [...]

By: Robin

Robin — Mon, 02 Nov 2009 14:33:14 +0000

figured it out! the difference was not having published the ItemStyle.xsl file in the Style Library, duh!

By: Robin

Robin — Mon, 02 Nov 2009 14:22:34 +0000

prived account = SharePoint administrators account

nonprived = (not exhaustively tested, but anybody else)

The default view of the KPI page showing the rolled up task items marked “executive” visability show up with color indicators and progress bars when logged in as admin. If I then sign in as a different (nonprived) user, the indicator and progress bar just go away. They are not replaced with html code text or anything…

I’m confused.

By: Christophe

Christophe — Sat, 31 Oct 2009 03:11:04 +0000

Sorry Robin, what do you mean by “prived account”? Are you referring to personal views?

By: Robin

Robin — Fri, 30 Oct 2009 15:14:45 +0000

Kudos for the case study. I have it working and mostly great!

One smalish problem. Occasionally the “eye candy” (indicator and progress bar) don’t render for a prived account, and never seem to render for non prived accounts.

On the prived account, the action of going into the modify web part and exiting causes it to render again. Non prived users don’t have this option…

Any clues?

By: Dave

Dave — Thu, 08 Oct 2009 16:05:41 +0000

A great example that I have worked through and reproduced. I do have 2 questions though:

1. In the image at the top of the page you are displaying a “grid” type of dashboard. I got close to this using the “Group By” and selecting a number of columns though mine is still displaying the column header in the detail as well – is there any way to remove this or have I done it incorrectly?

2. There seems to be a limitation on the CQWP of 5 columns. This may be restrictive for a dashboard – do you know if it is possible to have more than 5 columns?

Thanks

Dave

By: Simon

Simon — Tue, 11 Aug 2009 01:18:06 +0000

Age:
value-of select=”substring-before(@StartDate,’ ‘)

By: Simon

Simon — Tue, 11 Aug 2009 01:16:54 +0000

Sorted it
Edited the webpart to read…
Progress;Indicator;StartDate, DateTime

and added the following to ItemStyle.xsl
Age:

By: Simon

Simon — Mon, 10 Aug 2009 21:26:36 +0000

How do you get the start date to display? I’ve tried but no go..

By: Bill

Bill — Fri, 10 Jul 2009 18:53:52 +0000

Solved. I forgot to export the CQWP for the business unit portal, edit it and add the KPI fields to the CommonViewFields property. Works now.

Thanks for this series of articles, very helpful!

By: Bill

Bill — Thu, 09 Jul 2009 18:54:50 +0000

I can’t get the business unit level dashboard to display the KPI columns.

I have the executive dashboard displaying correctly per the instructions in this article.

It gathers content from list in subsites. The lists in the subsites display the KPIU columns per Part One of this article.

On the business unit level dashboard page, I have one CQWP, just like the division level dashboard page.

Source: show items fro the following site and subsites: (it pulls the correct content from the lists.)

List Type: Tasks

Additional Filters: (I have three ‘or’ criteria to get all of the values of ‘Visibility’.)

In Styles, I have:
Group Style: Default
Item Style: Dashboard (both the same as the division level CQWP)

What is displayed title and it is rendering the from the XSLT.

No KPI columns.

any thoughts?

By: Christophe

Christophe — Wed, 08 Jul 2009 16:50:19 +0000

Nancy, follow the CQWP links mentioned in the post for more information. The style library is at the site collection level.

By: Nancy

Nancy — Wed, 08 Jul 2009 15:48:16 +0000

I am stuck here:
“We need a new template in the ItemStyle.xsl file in the Style Library – I’ll call it “Dashboard””

How do i do this? Where is the Style Library? Is it unique to the CQWP?

Otherwise- accomplishing this!