Simple question for you guys. We are using Sharepoint to keep track of checks by Branch for banking. I am new to Sharepoint and am doing a Dashboard KPI and want to be able to use the Date Filters to allow the user to enter a "From Date" and a "To Date". The KPI is off a view of checks in date order. The KPI is total check amounts with Branch across the top. I can get one date to work and it will show total amounts by Branch for that day. I cannot get a "From" and "To" range to work. Thoughts? Alas, I am not a C# programmer.(yet !) I was hoping to be able to do this using SharePoint. Rich
Stump the Panel » End Users and Information Workers
Web Page - KPI
(7 posts)-
Richm
MemberPosted 9 months ago # -
Rich - This doesn't sound like an out of the box available solution to me without some major hacks, but it does sound relatively simple in SharePoint Designer. Let's see what Paul and Ryne have to say.
Mark
Posted 9 months ago # -
To build this up in something like a dataview web part with some XSL, I'll need all of the business rules around the KPIs and the source columns.
If you want to stick with the KPIs (again, without knowing the business rules) I suggest trying to offer a choice of links with time periods like Q1, Q2, FY09, etc. These periods would align with columns in the source table. A different set of KPIs would need to exist for each column. Instead of a filter selecting the time frame, use separate web parts (maybe on separate pages).
If you still want to set a date filter, now you can limit the results within a time period. For instance, FY08 brings KPIs for this year to date. By adding a date filter, I can alter the KPI either date till now or prior to date (still within FY08). Again, which way that goes will depend on how the information gets used.
Posted 9 months ago # -
Richm
MemberI was wondering about doing a view for a date range in the library before it gets to the KPI. I have a view for [today]. And I have done a view just to see using [today]-30 (or -7). But those are not really valid for Week to Date or a Month to Date. Is there a way around that in the View ability in the Library itself? For instance, just have a View for whatever (August) month that is current and then do a KPI on that view? Or a current week view and a KPI on that view? If I could get a view(s) to work, then use them for KPIs. Or be able to limit the KPI on the whole LIbrary view. Those seem to be the options?
Posted 9 months ago # -
I think it will be easier to set up columns of calculated data like this:
http://blogs.msdn.com/sharepointdesigner/archive/2008/08/01/date-functions-in-calculated-fields.aspx
Parse the current month from [Today], append 1 and current year in text to get [Month] 1, [Year]. A given week may be trickier.
Posted 9 months ago # -
Richm
MemberI, and it appears others, have tried this and it doesn't seem to work. Right now I would be happy to just display a Month view.
Posted 9 months ago # -
Rich,
can you use this formula to create a Month calculated column, and then filter by those values?
=CHOOSE(MONTH([Your Date Field]),"01 - Jan","02 - Feb","03 - Mar","04 - Apr","05 - May","06 - Jun","07 - Jul","08 - Aug","09 - Sep","10 - Oct","11 - Nov","12 - Dec")
I add the number before the alpha description for sorting purposes, you can remove them if they don't apply to you
Posted 9 months ago #
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