This document outlines a plan to move metrics from a spreadsheet to SharePoint lists and content types in two weeks. It describes using lists and content types to structure the data, conditional formatting for performance indicators, and jqPlot for charting. Screenshots show how the home page grid, initiative pages, and modal dialogs for measures were created by joining lists and configuring the grid views. Lessons learned include planning field names carefully and limiting user input length.

1. List-Driven Data
Visualizations
A story of woe and triumph (mostly)

2. Me
 Personal
 Husband, Father of two
 Rock Climber
 Part of @g8wayaustin
 Professional




13 Years in IT
Desktop->Network->Mobile->SharePoint/BI
MCTS
Six Sigma Yellow Belt
 Contact
 James.Hammonds@us.sogeti.com
 @jameswh3
 http://www.slideshare.net/JamesHammonds

3. Background and Requirements
 Current State: Metrics Managed by Spreadsheet
 Categorized by Initiative
 Sub-categorized by Focus Area
 Measures over time
 Desired State: Move to SharePoint
 Make it “pretty”
 Make it “simple”
 No back-end integration
 SharePoint 2010—no SharePoint Enterprise
 Can we get that in two weeks?

4. The Plan
 Use Lists and Content Types to Drive Content
 Lookups to relate content (ERD to come)
 Use Conditional Formatting for Performance Indicators
 Use jqPlot for charting
 Find someone who’s good with graphics
 Lay off the sleep

5. The Content Types & Lists
Initiatives
PK
Name
Measures
PK
Focus Areas
ID
PK
ID
Graphic
Name
ID
Tag Line
Initiative
Name
Detail
Graphic
Target
Tag Line
Detail
Detail
Measure Category
Measure Categories
Show Value As
PK
ID
Value
Measure Name
Date
Focus Area
Status Indicator
Override
Chart Type
Status Indicator
Graphic
Result (calc)

6. Home Page Grid

7. Initiative Page

8. Modal Dialogs for Measure Details

9. Initiative Form

10. Focus Area Form

11. Measure Category Form

12. New Measure Form

13. Creating the Main Grid
1. Create Aggregate Data Source
2. Configure Join Type

14. Creating the Main Grid
3. Add Data View to Page
4. Add Multiple Item View

15. Creating the Main Grid
5. Add Column
6. Add Joined Subview

16. Creating the Main Grid
7. Map Fields for Relationship
8. Repeat for All Levels Needed*

17. Bending the Grid to Your Will
 XML
 XSL
 HML
 CSS

18. Modal Dialog and Conditional Formatting
for KPI

19. JavaScript (jqPlot) to Build the Chart*

20. Some Lessons…
 Think long an hard about field and content type names—
changing them is PAINFUL once you’ve built grids
 Insist on keeping content above the fold
 Limit length of content input by users
 Make transition between focus areas more intuitive—
mouse-over is not obvious