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!
Related
Currently trying to surface key information around the projects in our organisation. I want to show a breakdown of work items assigned, estimated time, and completed time per individual. I thought I could do this with the chart widget, and I can if I have 3 different pivots, but it seems very limited. I don't seem to be able to adjust the order of the column series (status) to what I want. I can adjust based on the values - e.g. estimates but then the next chart has that status in a completely different order because it's sorting on something different.
Is there another widget I should use, or is Azure DevOps not capable of handling this? Do I have to use Excel or PowerBI instead??
You can use “chart for work items” widget. Please select chart type as Pivot table. For example, here is my configuration of the "Chart for work items" widget:
You can see the Original Estimate assigned to each user in this widget:
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.
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!
I have created a role in my Analysis Services cube (SQL Server 2012) and applied a dimension security so that only one of the dimension attribute's member is selected. When I use the cube in Excel 2013 with a slicer for that particular dimension attribute against a pivot table, i get to see only one item, which is exactly what i require. However, when I click on the slicer item, the values of the pivot table do not change, it shows the total values instead of values filtered for that specific dimension attribute member.
The weird thing is that when I view the numbers by browsing the cube, i get the correct number whereas in excel slicer when I click on the attribute member, it does not change pivot table values.
If I select 2 dimension attribute members to be allowed for the role, the excel slicer works perfectly fine and the pivot table values change when I click on either of the 2 dimension attribute members. I am not sure whether this is a bug in excel or there is something else I need to make sure before achieving the desired functionality?
Thanks.
Have you enabled visual totals? You click that check-box in under Advanced tab in Dimension Data page of role setup (see screenshots in this page: visual totals).
Visual totals make sure the results are recalculated to what ever the security is set to. If VT is not checked in, then AS shows you total value for the dimension, without security applied to it. It would not show any cousins etc, only the descendants of the member which security is applied on. It basically 'secures' the details, but not totals...
I am trying to create a scorecard in SharePoint 2010 PerformancePoint dashboard designer. I had a very similar dashboard in performancePoint 2007 working fine. Basically, I have created a KPI which uses my analysis services cube as the data source. In the scorecard I just use this KPI. Let's say it is Total Sales Actual and Target. The numbers show up fine upto that point. Now what I really want is the drill down by region and stores. So I dran in my dimension hierarchy from the cube and select all regions and the children. However, when I drill down I don't see numbers for any store it is just blank. It just shows numbers for the top level.
Try dragging your dimension hierarchy to the right side of the parent box. If you hold it there for a second a blue line shows up on the right side of the box and the tool tip says "last child". If you drag to the other edges it can be a parent, or sibling, which don't seem to drill down to the totals.
I am not sure what was causing the issue but I was able to fix the problem by going to a different database for my cube (same cube hosted on a different box). I think my dev SQL box might have had some issues.