Your SlideShare is downloading. ×
Susan Lennon: Building SharePoint Dashboards
Upcoming SlideShare
Loading in...5
×

Thanks for flagging this SlideShare!

Oops! An error has occurred.

×

Saving this for later?

Get the SlideShare app to save on your phone or tablet. Read anywhere, anytime - even offline.

Text the download link to your phone

Standard text messaging rates apply

Susan Lennon: Building SharePoint Dashboards

7,454
views

Published on


0 Comments
2 Likes
Statistics
Notes
  • Be the first to comment

No Downloads
Views
Total Views
7,454
On Slideshare
0
From Embeds
0
Number of Embeds
9
Actions
Shares
0
Downloads
106
Comments
0
Likes
2
Embeds 0
No embeds

Report content
Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
No notes for slide
  • For creating a column comparing a date (e.g. DueDate) to today’s date, make a new column named Today (doesn’t matter what type – can be a single line of text). Then create a calculated column using new (temporary) column, Today, with other Date column (e.g. DueDate) i.e. =If([DueDate]>=[Today],”C”,”D”) Then after calculated column is built, go back and delete (temporary) column named Today.
  • Be SURE to have focus set in Web Part Zone BEFORE trying to insert data view web part ( or data form web part)
  • <script type="text/javascript">/*Text to HTML - version 2.1Questions and comments: Christophe@PathToSharePoint.com*/function TextToHTML(NodeSet, HTMLregexp) {varCellContent = "";vari=0;while (i < NodeSet.length){try {CellContent = NodeSet[i].innerText || NodeSet[i].textContent;if (HTMLregexp.test(CellContent)) {NodeSet[i].innerHTML = CellContent;}} catch(err){}i=i+1;}}// Calendar viewsvarregexpA = new RegExp("\s*<([a-zA-Z]*)(.|\s)*/\1?>\s*$");TextToHTML(document.getElementsByTagName("a"),regexpA);// List viewsvarregexpTD = new RegExp("^\s*<([a-zA-Z]*)(.|\s)*/\1?>\s*$");TextToHTML(document.getElementsByTagName("TD"),regexpTD);// Grouped list viewsExpGroupRenderData = (function (old) { return function (htmlToRender, groupName, isLoaded) {var result = old(htmlToRender, groupName, isLoaded);varregexpTD = new RegExp("^\s*<([a-zA-Z]*)(.|\s)*/\1?>\s*$");TextToHTML(document.getElementsByTagName("TD"),regexpTD); };})(ExpGroupRenderData);// Preview pane viewsshowpreview1 = (function (old) { return function (o) {var result = old(o);varregexpTD = new RegExp("^\s*<([a-zA-Z]*)(.|\s)*/\1?>\s*$");TextToHTML(document.getElementsByTagName("TD"),regexpTD); };})(showpreview1);</script>
  • Transcript

    • 1. Building SharePoint Dashboards
      SharePoint Saturday, New York CityJuly 31, 2010
      Susan Lennon MCITP (SharePoint Administrator 2010, DataBase Administration), MCSD.NET
      susanlennonmct@hotmail.com
      Twitter: susanlennon
      Blog: http://wss.LennonTechnologies.com/blog
    • 2. Agenda
      Discuss dashboards and terminology
      Resources (Images, fonts, libraries)
      Methods to build dashboards
      Using Content Editor Web Parts and Calculated Columns to build a dashboard
      Using SharePoint Designer to build a dashboard
      Links and questions
    • 3. Why Build Dashboards?
      Our bosses LOVE them!
      Right Information, Right Time, Right Format
      Provides similar capabilities that more expensive products include; e.g. Performance Point or MOSS Enterprise (KPIs or BDC); i.e. these methods work in both Windows SharePoint Services and MOSS Standard
      Dashboard is a web page containing Scorecards
      Scorecards are web parts (for SharePoint) that contain KPIs
      KPI is a Key Performance Indicator – a single metric or value that is often represented graphically; e.g. red or green stoplight, thumbs up or down, happy or sad face
    • 4. Online Samples
    • 5. Use Images from _Layouts folder
    • 6. Online Color Reference
    • 7. WingDing and Web Ding Fonts with Calculated Columns
    • 8. Online tool for Calculated Columns with embedded HTML
    • 9. Dashboard Methods
      Can use embedded HTML within calculated columns to display graphics
      Only works for SharePoint lists
      Can use SPD and Data Form Web Parts with conditional formatting
      Also works for XML, web services, databases within network, RSS
      Use Wingding fonts can provide different looks (e.g. l tnC D ) – see WingDings document
    • 10. Using Calculated Columns to Build Dashboards
      Add calculated column(s) to SharePoint list – building HTML strings (usually based upon other columns)
      Can use SharePoint Designer (SPD) to build a workflow that updates column if calculated column does not provide enough capability
      Need “special” JavaScript (see PowerPoint Notes) to render HTML on a web part page
      JavaScript must be BELOW the list view web part
      Store JavaScript in Document Library (reusability, versioning, auditing) and refer to in a Content Editor Web Part (CEWP)
    • 11. Using SharePoint Designer (SPD) to Build Dashboards
      Start with a simple SharePoint list
      Optionally, add a calculated SharePoint column, usually based upon another SharePoint column of type choice – this technique puts some of the control back in the hands of the end user
      Create a webpart page – within an existing document library (best practice – in Sandbox DL)
      Use SharePoint Designer (SPD) and Data Form Web Part to create dashboard view of list with conditional formatting
      Optionally, use special fonts to create symbols
      Can add legends above or below dashboard using out of the box (OOB) Content Editor Web Part (CEWP)
      Data Form Web Part can be exported and used as a web part elsewhere in the site
    • 12. Data Views: Access to Data
      Improved
      OOB support for: Lists, SQL, OLEDB, XML, SOAP Services, Server Scripts, RSS, Business Data Catalog (w/Office SharePoint Server)
      New
      Combine data from multiple sources into single views
      New
      Fully extensible ASP.NET Data Source control model
    • 13. Methods to Spice-up a DFWP with SharePoint Designer (SPD)
      Add a Data Form Web Part (DFWP) to a Web Part Page by either:
      Dragging a data source into a web part zone, or
      From the data menu select Insert Data View
      Any rows or columns can be formatted with Conditional Formatting (e.g. Red if negative, Black if positive)
      Images can be shown or hidden with conditional formatting
      Bar charts can be built using CSS
    • 14. Create a Document Library to store web part pages
    • 15. Create a Web Part Page in the Document Library
    • 16. Open web part page in SPD
    • 17. Insert Data View into a Web Part Zone
    • 18. Once DVWP is on page, can choose columns (or add columns) to apply conditional formatting
    • 19. Export Data View Web Part as DWP to use elsewhere on site
    • 20. Resources
      http://office.microsoft.com/en-us/sharepointtechnology/CH100650061033.aspxhttp://applestooranges.com/blog/post/css-for-bar-graphs/?id=55
      http://blogs.msdn.com/sharepointdesigner/archive/2008/06/27/css-style-bar-graphs-using-data-views.aspx
      http://blogs.msdn.com/sharepointdesigner/Default.aspx?p=2
      http://blogs.msdn.com/sharepointdesigner/archive/2007/04/24/spdatasource-and-rollups-with-the-data-view.aspx
      http://blogs.msdn.com/sharepointdesigner/archive/2008/02/25/filtering-and-formatting-with-date-values.aspx
      http://pathtosharepoint.wordpress.com/2008/12/09/color-coding-more-examples/#comment-1180
      http://pathtosharepoint.wordpress.com/2009/03/02/live-demo-jquery-sparklines/
    • 21. Resources (continued)
      http://www.bitsofsharepoint.com/ExamplePoint/Site/StatusProgressBar.aspx
      http://www.bitsofsharepoint.com/ExamplePoint/Site/SharePointLayoutImages.aspx
      http://www.pathtosharepoint.com/sharepoint-user-toolkit/Pages/Color-Coding-Calendar-List.aspx
      http://pathtosharepoint.wordpress.com/2008/09/01/using-calculated-columns-to-write-html/ 
      http://www.w3schools.com/tags/ref_colornames.asp
      http://www.endusersharepoint.com/2009/10/29/visualizing-information-in-sharepoint-demo-02-five-solutions/
    • 22. Questions?
      Coordinator of
      Hampton Roads SQL Server and SharePoint User Group in Virginia Beach, VA http://www.hrssug.org
      DOD SharePoint User Grouphttps://www.fleetforces.navy.mil/communities/spug
      Susan’s blog –http://wss.LennonTechnologies.com/blogemail: SusanLennonMCT@Hotmail.comTwitter ID: SusanLennon