PerformancePoint analytic grid hyperlink functionality with KPI images - performancepoint

Within PerformancePoint I am trying to merge the functionality of an analytic grid with the imagery of a KPI scorecard. The analytic grid measures contain an action that lets the user jump to a specific edit page for that measure (based on the intersection of 2 dimensions, Line of Business and Month. That edit page is linked to a database, from which an SSIS package pulls information and processes to fill the cube. Is it possible to add a dynamic hyperlink property to the KPI, one that is based on the intersection of the 2 dimensions, or replace the measure value in the analytic grid with images (similar to a KPI indicator)? I was trying to do it using the API, but I haven't been able to see how to access those particular properties (the associated dimension member values).
Well, I had some screen shots that might have helped make things clearer, but don't have enough reputation to add images to a post, so Ill try and explain it in text.
I want to be able to use a hyperlink action expression such as the one below (which is functional in an analytic grid) on a scorecard KPI or baring that, use an image in place of the actual value in an analytic grid (to give it the appearance of a KPI).
/_layouts/GlobalDeliveryReporting/ProjectStatus.aspx?ProjectID=" + CSTR([Dim Project].[LOB].CurrentMember.PROPERTIES('Key1')) + "&Month=" + CSTR([Dim Status Month].[Months].CurrentMember.Member_Value))
In a nutshell:
I am trying to merge the functionality of the analytic grid action with the indicators of a scorecard Kpi.
I hope that made things a littler clearer.
Thank you

I was able to get this working.
With inspiration from :
http://web.archive.org/web/20080305164525/http://blogs.msdn.com/performancepoint/archive/2007/10/05/implementing-a-hyperlink-from-a-kpi-in-a-scorecard.aspx
For those that may need to do something similar, these were the key elements:
Scorecard
I added a hyperlink property, which causes a click event to fire every time you click on a cell.
Web Page Report
The url for the report points to redirect.aspx. It calls redirect.aspx with a query string parameter of EndPoint_URL which contains the dimension information of the clicked cell.
Redirect.aspx
This page is responsible for parsing values out of EndPoint_URL. Once the correct dimension level is achieved, it creates creates a new query string and redirects to the edit page, otherwise it just returns. The EndPointURL ends up looking like this:
[Level1].[Level2].[Level3].&[Level4].&[Level5].&[Level6].&[Microsoft].&[Level7].&[Level8]&[69621]; [Dim Status Month].[Months].[Status Year].&[2015].&[2015-02-01T00:00:00]
In this instance, the values that need to get passed to the edit page are [69621] and [2015-02-01T00:00:00]. The redirect page parses out the EndPoint_URL, if it reaches the correct depth and finds those values, it will send the user to the edit page, otherwise it will just return.
I put the scorecard and the web page report on a dashboard. Then connected them by passing the url and the memberuniquename of the row and column.
The downside is that it starts loading the redirect page everytime a user clicks on the scorecard, although that page is very lightweight, and once I hide the web page report web part clicking through the scorecard only causes a little blip on the screen.
Let me know if you have any questions!

Related

Dynamic item list in Azure Workbooks

Is it possible to have data driven layout in Azure Workbooks?
For each row of a Kusto query, I'd like to add a tile to the dashboard.
There's no direct way to have a single query generate many visualizations in workbooks (yet!)
There are some options:
you could use a visualization like "tiles" which creates an item for each row, and you can configure the various parts of the tile to get info from different columns.
presuming you literally mean "Azure Dashboard" here when you say dashboard:
(more manual) you could create a parameter that returns all those values, and then configure a subsequent query to reference the selected value to generate the visualization you want, and manually pick a value, pin the chart to the dashboard, repeat for each value you want pinned.
(more technical) you could create the visualization you want, and pin it to a dashboard. then download the dashboard as json, and copy+paste the pin, but modify the query/parameter values in the dashboard, then upload it as a new dashboard?

Sharepoint 2013/2016 Calculated Column stops calculating

I have a calculated column in SharePoint On-Premises that shows the number of days till a due date which works perfectly for a day or so then stops calculating, but if I go to the list settings and click the column and click ok then it calculates again?
Has anyone experienced an issue similar to this. I had this issue in both 2013 but within a few weeks moved to 2016 and still the same issue.
I've tried " " blank and also "" empty so not sure if that is causing the issue??
Is it a problem with the formula?
Here is the formula:
=IF(ISBLANK([Due Date])," ",
IF(ISERROR(DATEDIF(NOW(),[Due Date],"d"))," ",DATEDIF(NOW(),[Due Date],"d")))
Calculated columns cannot contain volatile functions, which includes those that depend on the current date.
The values in SharePoint columns--even in calculated columns--are stored in SharePoint's underlying SQL Server database.
The calculations in calculated columns are not performed upon page load; rather, they are recalculated only whenever an item is changed (in which case the formula is recalculated just for that specific item), or whenever the column formula is changed (in which case the formula is recalculated for all items).
If you need to show a dynamic value that changes with the passage of time, you have a few alternatives.
Client-Side Rendering
Consider using client-side rendering which lets you use JavaScript to dynamically determine how records in a list view are displayed. This JavaScript runs upon page load, so it can handle current time-dependent values much better than a calculated column.
To use client-side rendering, you create a JavaScript file that controls how the view displays. You upload that file to somewhere on SharePoint where people will have at least Read access to it, then edit the list view web part that you want to display differently and set its "JSLink" property to point to your JavaScript file.
Check out this answer for an example of using a JSLink file to spoof a dynamic date field.
Microsoft also provides some documentation here but I think they do more work than is necessary (creating an entire new list definition project in Visual Studio for their example instead of just creating a JSLink JavaScript file for an existing list).
Other Options
A few other options are mentioned in the older question linked above:
Conditional Formatting: You can apply conditional formatting to highlight records that meet certain criteria. This can be done using SharePoint Designer or HTML/JavaScript.
Filtered List views: Since views of lists are queried and generated in real time, you can use volatile values in list view filters. You can set up a list view web part that only shows items where Created is equal to [Today]. Since you can place multiple list view web parts on one page, you could have one section for today's items, and another web part for all the other items, giving you a visual separation.
A workflow, timer job, or scheduled task: You can use a repeating process to set the value of a normal (non-calculated) column on a daily basis. You need to be careful with this approach to ensure good performance; you wouldn't want it to query for and update every item in the list if the list has surpassed the list view threshold, for example.
To expand on the Filtered List Views option, you can have a view that shows only items that are due within a certain number of days. For example, you can display all the items due within 7 days by filtering where the Due Date field is less than [Today]+7 and Due Date is greater than or equal to [Today]. You could also sort the view to show the items with earlier due dates closer to the top.

Actual KPI values Sharepoint Dashboard Designer are Calculating Weirdly

I am attempting to build a simple SharePoint Scorecard using the Dashboard Designer. The underlying list is an OOB Task List and the measured dimension is %-complete.
Each task obviously has a 1-100%. As a test KPI the goal for all "Assigned To" persons is to reach 100%. Ideally, in the future each person will have their own KPI and scorecard that can be adjusted, there will be a team roll up scorecard and all of those will roll into a dashboard.
However, I am struggling because when I create the KPI the "Actual" values seem to be multiplying by some weird factor.
Does anyone know why the actual values are showing as so large? I've tried other calculations than default and the values don't really change.
http://wayfaring.io/fotos/Screenshots/KPI-Issues.png
Okay I figured it out. It turns out that the underlying calculation of the data in the list needs to be changed from "SUM" to "Average".
Within the workspace browser (left pane) of Dashboard Designer under your Data Connections go into the list that populates your scorecard. Then go to the View tab. If you click Preview Data you can see the head of the dataset. Under the %-complete the default calculation is "SUM". Click that column header and then on the right pane (Details) change the Aggregation parameter from SUM to Average.
Save your changes and refresh the KPI in the score card and now I see the appropriate %-completes for each user.
Voila!

Excel Pivot Table: Open URL with Pivot Table Settings as Parameter

I have an Excel file that connects to our customer database. In there, I can break down the number of customers using a Pivot table. For instance, I would see that there are X female customers of age 18-25 who live in the US.
What I'd like to do now, is take this number X, turn it into a link that, when clicked, opens a web browser window to a web application which is also connected to the same customer database and does something with this specific customer segment (i.e. builds a contact file for a newsletter application etc.)
I have no idea how this can be done. I assume that it may be possible to add a custom button to the Excel toolbar which would extract all the current pivot table settings so that I can send them as URL parameters to my web app. Is this possible? If so, how is it done?
Can you help me in the right direction please?
Thx a lot!
No need to create buttons if you dont have to.
You can use the HYPERLINK() function and concatenate the URL out of text and cell values.
So for example the URL for this page in an excel cell would be:
=HYPERLINK("https://stackoverflow.com/questions/"&A1&"/excel-pivot-table-open-url-with-pivot-table-settings-as-parameter")
Where cell A1 = 18843796
18843796 being the id for this question. You can do this with as many parameters as you want.
This will create a clickable URL which will automatically open your default browser.

Retrieving a sharepoint list in Infopath only shows first 100 records

I am retrieving a list of values from a sharepoint list, which works well but my problem is that it only retrieves the first 100 records. there are currently 500 records that should be available.
Scenario: I have two comboboxes on an infopath form:
A List of Locations
A list of areas within the locations
the list of locations will filter the list of areas but as infopath seems to only retrieve the first 100 records so most of the locations do not show any areas as there is nothing to filter.
By design, the query will only return the first page of results from the default view for the list. Change the item limit for the default view in SharePoint, and you'll change the returned values for InfoPath.
EDIT (links from my comments, here for greater readability):
Here are sources describing this fix in MSDN forum (scroll to the bottom), a blog comment that describes the SharePoint setting step-by-step, one with a screen cap of the somewhat counter-intuitive interface, and another describing performance implications on the server side.
Hope this helps.
Just documenting what I have discovered trying to resolve the problem. I have not been able to change the default view as yet as I dont have the permission to. That should change though.
One possible workaround I have found is that you can export the list to Excel which contains all the data that I was looking for. the file that sharepoint produces is an Excel Query file like "export.iqy". You can save and open the file in notepad. which will look something like the following
WEB
1
http://SharepointSite/_vti_bin/owssvr.dll?XMLDATA=1&List={14C4ED2B-3050-4C47-B5F3-6333C3B0FB28}&View={8E6124E0-23F2-4BA2-86E7-96E7F36BAEC8}&RowLimit=0&RootFolder=%2fLists%2fSharepoint%20Sites
Selection={14C4ED2B-3050-4C47-B5F3-6333C3B0FB28}-{8E6124E0-23F2-4BA2-86E7-96E7F36BAEC8}
EditWebPage=
Formatting=None
PreFormattedTextToColumns=True
ConsecutiveDelimitersAsOne=True
SingleBlockTextImport=False
DisableDateRecognition=False
DisableRedirections=False
SharePointApplication=http://SharepointSite/_vti_bin
SharePointListView={8E6124E0-23F2-4BA2-86E7-96E7F36BAEC8}
SharePointListName={14C4ED2B-3050-4C47-B5F3-6333C3B0FB28}
RootFolder=/Lists/My list
You can take the third line which is -
http://SharepointSite/_vti_bin/owssvr.dll?XMLDATA=1&List={14C4ED2B-3050-4C47-B5F3-6333C3B0FB28}&View={8E6124E0-23F2-4BA2-86E7-96E7F36BAEC8}&RowLimit=0&RootFolder=%2fLists%2fSharepoint%20Sites
And use that to retrieve the complete list. I added an new receive data connection, selected an xml document and added the above URL.
It is not formated particullary nice but it will return all the data that I was expecting.
I think that Argalatyr solution is much simpler at this point, but it depends on if i am able to get the default view changed.
there is yet one workaround of this without such hardcoding. If you open Query editor, then you have there available ribbon with menu items. Open "Home" -> "Select top rows" and enter there some realy high number (I have in my list 596 rows, so I entered there as limit of top rows 20000 and I got whole list).
Sorry, I don't have available English version of Excel, so I cannot add screenshots.
enter image description here

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