Comments on: KPI roll-up in SharePoint (Part II) http://blog.pathtosharepoint.com/2010/01/13/kpi-roll-up-in-sharepoint-part-ii/ Tips and best practices for SharePoint end users Tue, 07 Feb 2012 17:36:50 +0000 hourly 1 http://wordpress.com/ By: Dag Myrdal http://blog.pathtosharepoint.com/2010/01/13/kpi-roll-up-in-sharepoint-part-ii/#comment-6680 Thu, 14 Apr 2011 10:21:03 +0000 http://pathtosharepoint.wordpress.com/?p=1197#comment-6680 Please, could you or somebody else use the Designer to publish a version with a slightly different starting point than the top level of the site hierarchy? I have tried but I am not able to find the correct place to manually edit in a top level being “/sites/” rather than just “/”.

Thanks!

]]> By: Christophe http://blog.pathtosharepoint.com/2010/01/13/kpi-roll-up-in-sharepoint-part-ii/#comment-6669 Thu, 14 Apr 2011 04:47:06 +0000 http://pathtosharepoint.wordpress.com/?p=1197#comment-6669 In answer to the questions about grouping:
in my example, I am using the top level and first sub-level in the sites hierarchy for the grouping. If you need different rules, you can edit the Web Part in SharePoint Designer.

]]> By: John http://blog.pathtosharepoint.com/2010/01/13/kpi-roll-up-in-sharepoint-part-ii/#comment-6647 Thu, 07 Apr 2011 01:39:02 +0000 http://pathtosharepoint.wordpress.com/?p=1197#comment-6647 Christoph, I have installed the projects lists template and DVWP and the projects rollup correctly. The only issue I have is that the grouping is incorrect.

I have the following URL structure /teamsites/division/BU/Program/project/subproject

I have added the list template in Program level and below and would expect the rolloup to group by project and subproject.

At present it groups by Teamsites and Division. What do I need to change in the DVWP to start from Program

Thanks in advance and keep up the great work

]]> By: TD http://blog.pathtosharepoint.com/2010/01/13/kpi-roll-up-in-sharepoint-part-ii/#comment-6528 Mon, 07 Mar 2011 13:43:05 +0000 http://pathtosharepoint.wordpress.com/?p=1197#comment-6528 Christophe (et al),

This code has resolved many issues I was having on program level sites – the only problem I’m having, as I am NOT a developer, is that 1) I would like to comment out grouping as a roll-up and just show the current project and 2) I would like to change the roll-up titles as DP noted in his thread.

Any help is much appreciated – THX!!

]]> By: DP http://blog.pathtosharepoint.com/2010/01/13/kpi-roll-up-in-sharepoint-part-ii/#comment-6373 Fri, 28 Jan 2011 11:29:17 +0000 http://pathtosharepoint.wordpress.com/?p=1197#comment-6373 Christophe,
firstly thanks for this fantastic piece,

Secondly wonder if you could aid me with an issue i’m encountering,
the company I work within use an address format along the lines of – ‘http://domain.com/sites/name/name‘

and I believe your tool uses the url to provide the roll-up titles,
where within the webpart could a change be made to take the values after ‘/sites’?

Thanks for any help in this matter,

]]> By: Christophe http://blog.pathtosharepoint.com/2010/01/13/kpi-roll-up-in-sharepoint-part-ii/#comment-5019 Thu, 29 Jul 2010 02:22:58 +0000 http://pathtosharepoint.wordpress.com/?p=1197#comment-5019 I just created a sub-site of Pgm1.1, called Pgm1.1.a, with 3 projects (1.1.a.1, 1.1.a.2, 1.1.a.3). They are displayed in the roll-ups of their parent sites as expected.

I added the summary count later for a quick test, it is not in the Web Part available for download.

]]> By: AP http://blog.pathtosharepoint.com/2010/01/13/kpi-roll-up-in-sharepoint-part-ii/#comment-4990 Mon, 26 Jul 2010 14:11:51 +0000 http://pathtosharepoint.wordpress.com/?p=1197#comment-4990 For some reason it is not. I see you have BU1 and then Pgm1.1. are you able to create a site beneath Pgm1.1 and show all KPIs on top?

]]> By: Christophe http://blog.pathtosharepoint.com/2010/01/13/kpi-roll-up-in-sharepoint-part-ii/#comment-4977 Fri, 23 Jul 2010 16:41:47 +0000 http://pathtosharepoint.wordpress.com/?p=1197#comment-4977 The roll-up will work for the whole site collection, not just two levels.

]]> By: AP http://blog.pathtosharepoint.com/2010/01/13/kpi-roll-up-in-sharepoint-part-ii/#comment-4975 Fri, 23 Jul 2010 15:20:50 +0000 http://pathtosharepoint.wordpress.com/?p=1197#comment-4975 Just noticed that this rollup doesnt work for more than 2 level. Is this correct?

]]> By: AP http://blog.pathtosharepoint.com/2010/01/13/kpi-roll-up-in-sharepoint-part-ii/#comment-4974 Fri, 23 Jul 2010 14:10:52 +0000 http://pathtosharepoint.wordpress.com/?p=1197#comment-4974 Christophe,

I can see the ‘Red’ status rollwebpart on your page – http://www.pathtosharepoint.com/Pages/ProgramsDashboard.aspx
has summary count showup in header row. This feature is not available in webpart I can download from your downloads page. could you please post the latest code for this webpart on your downloads page?

]]> By: Wayne http://blog.pathtosharepoint.com/2010/01/13/kpi-roll-up-in-sharepoint-part-ii/#comment-4429 Mon, 03 May 2010 02:40:27 +0000 http://pathtosharepoint.wordpress.com/?p=1197#comment-4429 Hi Christophe
With DVWP how do you show an item from a list for just the current month? I have setup the KPI rollup similar to what you have suggested except for the following:

- Each item in the list is a month (so you can track changes over a year)
- Each project is a single list

The problem I have of course is having the same date across multiple projects but that is mitigated by using another field for the project name so in the DVWP I can use the project name (rather than the title field) but stumped on the filter. Many blogs show how to do countdowns etc but we just need to show the latest item in the list is the current one…

Cheers

Wayne

]]> By: Christophe http://blog.pathtosharepoint.com/2010/01/13/kpi-roll-up-in-sharepoint-part-ii/#comment-4152 Sun, 28 Mar 2010 13:39:06 +0000 http://pathtosharepoint.wordpress.com/?p=1197#comment-4152 @Lee and Dag: the values used for grouping are extracted from the item URL. If you open the DVWP in SharePoint Designer, you can see the formulas I used for grouping and tweak them.

]]> By: Lee Seidel http://blog.pathtosharepoint.com/2010/01/13/kpi-roll-up-in-sharepoint-part-ii/#comment-4124 Mon, 22 Mar 2010 10:51:06 +0000 http://pathtosharepoint.wordpress.com/?p=1197#comment-4124 Unfortunately, I have not figured this out and Christophe has not provided any insights or updates.

]]> By: geekminer http://blog.pathtosharepoint.com/2010/01/13/kpi-roll-up-in-sharepoint-part-ii/#comment-4069 Thu, 04 Mar 2010 13:14:04 +0000 http://pathtosharepoint.wordpress.com/?p=1197#comment-4069 My bad – i had too many windows open. Once I closed all of them and reopened, it was there. Thanks

]]> By: geekminer http://blog.pathtosharepoint.com/2010/01/13/kpi-roll-up-in-sharepoint-part-ii/#comment-4067 Wed, 03 Mar 2010 22:28:32 +0000 http://pathtosharepoint.wordpress.com/?p=1197#comment-4067 Chris, I uploaded the Projects_List.stp template to my top level site and I can see the file there. My problem is i cant see in it the list of templates when I go to another site in the collection. I must be missing something…Thanks

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