I have some stuff to do in SharePoint for my departure, but i am really overhelmed by the features and i don't get a right overview what i can do with which feature (e.g. Excel Services, Performance Point, Dashboard, Chart Controls, ...).
My first problem: I should make some kind of customer satisfaction monitoring. E.g. after each project with the customer, he should fill out some interview about his satisfaction with the results. Then there should be a graphic in sharepoint which monitors the increase or decrease of customer satisfaction. How could i do a table (or list) which should hold scores (from 1-5) for each question and calculate a average score for each date when the customer filled out a interview form.
I am a real beginner with sharepoint. I am reading some books at the moment (but some of them for sharepoint 2007 and we are using sharepoint 2010). I tried to google it but i could not find a real clear answere or howto.
While you said you are a beginner.I will vote for an Excel Dashboard ( Web Based ).
You can pull the data in excel and draw a chart ( may be bar graph over months ) and then put this excel in SP document library to render a Web Excel based dashboard.
Easiest and scalable.
I would suggest creating a SharePoint survey. You can set up the questions in the manner you described and I believe there's a "overview" view that displays the results graphically. You could also display the graphics using something like the Bamboo Poll web part (http://store.bamboosolutions.com/sharepoint-poll-web-part.aspx).
Here's some info on creating a survey: http://blog.fpweb.net/creating-adding-to-and-modifying-a-sharepoint-survey/
Here's another good article on creating simple web parts to display your results:
https://www.nothingbutsharepoint.com/sites/eusp/pages/create-a-polling-web-part-with-sharepoint-designer-and-the-dvwp.aspx
Related
I have an excel audit form which has a lot of yes/no questions. These questions have three fields, compliant, impact, probability & category.
The compliant field is the yes / no and the impact & probability are set numbers from 1-5. Each item then gets a risk score assigned e.g. if impact is 1 and probability is 2 the risk score = 3
At the end it generates a risk score for each of the categories & a nice graph which shows the risk distribution between the categories.
Once the Excel form has been filled out I use the data to pre-fill out a word template report.
A lot of the data in the word document is standard for each report. However there are tables that get manually populated by copying the data from the excel file accross.
I was thinking of a web app where the Yes / No questions are asked and the answers are stored in a database. Once completed the report can be generated from that data and will save a lot of time having to manully create that word report.
I am not really sure where to start, I am not a programmer, I do have an IT degree and happy to spend time learning. The main requirements are for it to be easy to add & remove new questions & to be able to easily generate a nice client facing report.
Can you provide me with some guidance on what the best framework to use would be and if there are any good tutorials that I could follow?
Thanks
I would check out what you can do using a combination of a form builder (Google Forms, Wufoo, Jotform), Zapier and DocMerge. This would allow you to string together an application that suits your needs without doing any programming.
Here are some examples of what's possible with Zapier (no affiliation): https://zapier.com/zapbook/google-docs/wufoo/
There are many websites offering what you are asking for. eg surveymonkey
I am developing Leave Management System in SharePoint 2013. Employees can apply for leaves and Manager can either approve or reject it.
I have accomplished this by creating a new list - "Leaves" and starting a workflow when a new item gets added. Workflow sends an email to Manager and creates a task item for him to be able to approve or reject it.
However, I would like to know if this approach is preferable in real time scenario. Suppose for organization of 500 employees, can a single list hold so many records for all employees. What are possible ways here to utilize the features in SharePoint and also create a scalable application.
Also, I am also planning to develop a new Add-in in SharePoint 2013 since for applying new leave, we need to display additional information such as available leaves and do some custom validations which are not provided by default SharePoint list. I will be adding the new item to the SharePoint list from the custom developed page so that the workflow still is intact and I am still utilizing out-of-box SharePoint features. Is this the way to go for enterprise level application or there are any other alternatives. Please suggest.
SharePoint Lists are capable of holding that much data. I don't see a problem if you use a single list to hold leave request of 500 employees.
Assume a worst case scenario that all of the 500 employee apply 25 leaves individually in a year, then the item count would be (500*25= 12500) which is not bad.
You will need to take care of the List Threshold error, because data is greater than 5000. For this you can create views which always bring out results less than 5000.
Now lets say you have plan for 5 years, so each year you will add 12500 items which at the end of 5 years will be 12500*5 = 62500 items
Here you can think of 2 options
You can create a list for each year, i.e. Leaves2016, Leaves2017 etc.
In a single list create folders of year, and inside them add all leave datas.
Note: The only major thing you need to take care of List view threshold problem. Which can be tackled with intelligently designing
views
For your second question.
I agree that the OOB SharePoint List form will not cater your requirements. So creating a custom page an add in or something else is a way to go. As far as your data is getting inserted into a list and eventually activating a workflow there is no harm in it.
I am a new Lotus Developer looking for some advice. I am working with Lotus Notes 8.5.2 and using Designer to develop my applications.
I am designing a new application based on one existing database - the 'People' database. This contains all information on all Employees in a certain environment. Some employees are secretaries to other employees, and this is indicated in the employee record, as each employee (along with name, phone, etc) has a field called 'Secretary'.
What I need to do is be able to click on a record (Person) in one frame, and subsequently load the information on their secretary in a seperate, smaller frame. I understand how to target frames at each other and can load information on the selected person in a new frame.
However I cannot load information on that person's secretary in a seperate frame.
If anybody has any ideas, it'd be much appreciated.
If you have the time to learn the technology, XPages would be the way to go, even in the client. A composite application will work also but for a new developer there is more activity around XPages.
I would avoid spending too much energy learning the composite application architecture. I don't believe this is the real future direction for IBM. You could implement a similar design using XPages and taking advantage of the built-in AJAX functionality. (You can have a page with a section which refreshes to show the Secretary details when you change the employee selection). If you have worked with ASP, the XPages approach will seem very familiar.
There are different levels of coding when it comes to compApps. You can have simple interaction through lotusscript which is reasonably high level, to low level Java/RCP development.
From your description it sounds like you are doing high level actions. So I recommend looking at "My First Wire" tutorial.
http://www-10.lotus.com/ldd/compappwiki.nsf/dx/ibm-my-first-wire
I wrote some time ago but still works. It should explain how to have your code action on a wire update.
As with the others I concur on learning XPages. Later versions allow you to send wire updates to an XPage. A sample is here.
http://www-10.lotus.com/ldd/ddwiki.nsf/dx/XPage_Components_in_Notes_851_Videos.htm
Looking at what u want to make i personally would go for xpages and not for comp app.
And since you said you are new at developing in Domino Lotus Notes i believe your best bet is to go for Xpages.
You will a lot of info,tips, ticks, reusable code and more on:
openntf.org,
planetlotus.org,
xpages.info,
xpageswiki.com,
IBM.com,
and more just google
Advantages are in the already given in above answers:
-
To summarize
- Xpages is for the web and for the notes client
- Far more possibilities than comp app offers
- You will have more control on have the app looks and feels, due to HTML(5), CSS(3) javascript
- A very big online community, on the above sites, in twitter here( Stackoverflow)
- A steep learning curve if u have no knowledge of jvascript, java, html and css, but u will progress in no time.
Here are some books u want.
Mastering Xpages
Xpages the extension library
Xpages portable command guide
Buy number 1 and 3 immediately. Or let your office buy them. Let the admins read Xpages portable Command guide, mm beter order two copies, It has a wealth of info on server settings for xpages, so it is for admins a must read as well.
Considerations:
Like Ben Poole said be aware for complex stuff in regard to
performance
LN client needs to have the extension lib installed if you used it to
develop a App.
The first time u start a xpages i the notes client (XPiNC) u will
have a long load time can be minutes deepending on the application.
This is because the xpage engine is not loaded at NC startup. after
that it wil be faster. First run loadtime say 20 secs, closing it and
starting it approx 2-4 secs.
One other thing if you go for xpages dont try to rebuild it so it looks like it was in the Notes Client.
And since u already have an notes app with views and forms you already have the groundwork.
And u can keep it simple, Ed just gave you a glimps of partial refresh of a page.
Hope it helps
We have a SharePoint 2007 deployment which will have a substantially large document library. My client wants the ability to export this library to an Excel spreadsheet, but specifically wants the ability to divide the spreadsheet into several worksheets based on a specific field. Is this possible to accomplish in WSS 3.0, through the object model or otherwise?
There is a out-of-the-box Export to Spreadsheet, but it does not appear to support automated subdivision of the list items into separate worksheets. I do not know if Excel Services that come with MOSS are capable of it, but we do not have MOSS so we cannot consider it an option for now.
EDIT
It seems that by mentioning "out-of-the-box", I am implying that I'd prefer something quick and simple. Let's dispel that. I do a lot of heavy work in the object model. I only mentioned the Export to Spreadsheet because that's the only available method I know of off-hand, and its options are limitted. So I am comfortable with all manner of work level that can be suggested.
I should also note that keeping the list linked with the spreadsheet is undesired. We want to be able to download the spreadsheet as a reference. Because of the number of people who will be working on the list, it would be absolute chaos to try and synchronize all of the linked files. My client has agreed that it'll be easier to handle obsolete copies than to try some synchronized system.
The solution also needs to be deployable. So things which do not tailor to an individual site are best.
You won't be able to do this OOTB. You will have to write some code to iterate through the records of the list either using
The SharePoint OM - Better performance and richer API but has to run on a Web Front End
The web service - Can run on any machine
Then you can build up the Excel spreadsheet either by
Using the Excel object model (aka Automation) if this is a quick kludge running from a workstation - but excel wasn't designed to be used from an unattended server and/or high volume so you may also want to look at
A 3rd party component such as SpreadsheetGear to generate the Excel spreadsheet files.
A good bet is to quickly create views for your items (using filters as you want) mirroring your desired worksheets and then export those views into excel. Those views update with the list and you can manually grab new versions later. Still manual but OOTB and no excel hacking needed.
I posted this on SharePoint Overflow. One of the answers I received there was very useful, regarding the utility of the Open XML SDK. Thank you to those who answered... I looked over your suggestions. My client has decided to go through with this one on account that it does not cost money to implement (as Spreadsheet Gear or datapresentation's plugin would).
I have to build an analytic dashboard with Excel, and would like to know whether there is any chart library you would recommend.
The charts should be attractive and easy to use by standard users.
I've tried Microcharts, and they look very promising, but I'd like to evaluate more options before reaching a decision.
Thanks a lot.
If you are looking for custom charts in Excel, two resources that I turn to first are:
Jon Peltier of Peltier Technical Services
Chandoo of Pointy Haired Dilbert
For dashboards, specifically I would recommend the six part series by Robert "Creating KPI Dashboards in Microsoft Excel" (Robert also has a blog, Clearly and Simply, that has great content and a list of other sites that you may find useful under the sidebar "Blogs and Links")
For the theory behind dashboards, Stephen Few has a book "Information Dashboard Design: The Effective Visual Communication of Data" that goes into detail on best practices. He also wrote and article about dashboards focusing on good vs. bad designs.
You may also consider taking a look at Tableau if you want the end users/decision makers making their own dashboards.