Microsoft Office Tutorials and References
In Depth Information
Chapter 12: Business Intelligence Solutions
Other than the report history feature, a report library behaves just like any other document library on
the server. The next section introduces another BI element: KPI in Office SharePoint Server.
Key Performance Indicators
Many BI solutions include some means for KPI tracking. This can be something as robust as a scorecard
application, or as straightforward as an Excel workbook that tracks the key performance metrics for an
organization. This topic does not explain the methodologies behind KPIs and scorecards. Suffice it to say
that KPIs track important metrics. They consist of a metric name and description, its current value and
target, and warning values so that you know if you are on track or not. Office SharePoint Server includes
functionality to create, track, and view KPIs. This section explores that functionality.
In Office SharePoint Server, you can use KPI lists to track indicators. These lists can contain any number
of indicators from the following four supported types:
Indicators that use data in SharePoint lists
Indicator that use data in Excel workbooks
Indicators that use data in SQL Server 2005 Analysis Services
Indicators that use manually entered information
Because this topic is about Excel Services, in the following Try It Out, you create an indicator using an
Excel workbook. You can also experiment with the other indicator types on your own.
KPIs based on an Excel workbook take one or more of the value, goal, and warning numbers from it.
Try It Out Creating an Excel-Based KPI
To create an Excel-based KPI, follow these steps:
1.
In the browser, return to the Report Center you created.
2.
Upload a copy of the Sales Report.xlsx workbook provided with this topic to the report library.
(You use this workbook to source the value for the KPI you create later in this exercise.)
3.
Click the View All Site Content link in the left navigation pane.
4.
Click the Create link at the top of the page.
5.
Click KPI List in the Customer Lists column.
6.
Name your list Sales Metrics and click Create.
7.
In the Sales Metrics list, select the Indicator Using Data In Excel Workbook option from the New
drop-down menu on the toolbar. This loads the New Item form for defining metrics, as shown
in Figure 12-7.
8.
Name the indicator Total Sales .
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