Stump the Panel » Site Managers and Site Collection Managers

Summarizing large data sets in dashboards

(3 posts)
  1. Hi,
    I have been searching all over for a solution to take promoted columns from an infopath form library and place summary data on a sharepoint page along with data from other sub-sites (I am creating this at the top of the site collection for management). The situation is this: we have an IT helpdesk that includes walk-in and remote support. I need to summarize the data on the infopath forms that are filled out by each. We have several hundred phone calls per day and a form library of 3000+ records. I know I can use a filter web part on the "created" dates to limit the web part, but I have no idea how to summarize the data into a nice dashboard-style page without advanced coding...any ideas on how this can be accomplished or links that would help? We do have WSS3.0 and MOSS 2007 Enterprise, I have full control over the site collection where these different libraries reside, I have excel services if needed to activate somewhere. I need to summarize information like the top 5 departments of the users who came in, top 5 topics for phone calls, average rating of agents by a survey sent out, total calls, total walkins, etc.

    Side note -- there are roughly 90 published columns per library.
    Second side note -- I have already tried using Access to report the information but it is way too slow to have a query pulling from those different data sets...I really want it to be direct from the web and show the data dynamically for all the managers.

    Posted 5 months ago #
  2. It sounds like you have fairly heavy duty reporting requirements. I'd look at using SQL Server Reporting Services (SSRS). You might consider that to be advanced programming.

    SSRS can read data from sharepoint lists, but may work better if you changed your infopath form logic to post the reportable data to a SQL table.

    You can definiteloy make some interesting stuff using data view web part or the content query web part.

    Others may have some good ideas for you on this topic.

    Posted 5 months ago #
  3. Since you have MOSS, have you tried using the Key Performance indicators?
    First, create a KPI list
    Create indicators based off of different data in your different lists and libraries.
    Use the kpi web parts to display the information. These are in the "Dashboard" section on the "add web parts" box.
    You can even use these KPI web parts at the top level of your site, to display info from kpi lists in sub-sites.

    Laura Rogers

    Posted 5 months ago #

RSS feed for this topic

Reply

You must log in to post.