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  1. On the KPI list toolbar, click the arrow next to New.
  2. Select one of the following KPI types, depending on where the data for the KPI resides.

Select this option

When the source data is

Indicator using data in SharePoint list

A SharePoint list that contains items from which you want to create an aggregate value, such as a sum, minimum, or maximum. Before you set up the KPI, make sure the SharePoint list already is in the view that you want to use. You must first display the appropriate columns in order for the KPI to work.

Indicator using data in Excel workbook

An Excel workbook where the KPI is calculated in the workbook.

Indicator using data in SQL Server 2005 Analysis Services

A SQL Server 2005 Analysis Services cube.

Indicator using manually entered information

Information that is not in a system and therefore entered manually.

  1. On the New Indicator page, do one of the following, depending on the type of KPI you chose in step 2.

For this KPI

Do this

Indicator using data in SharePoint list

    1. In the Name and Description boxes, type a name and optional description for the indicator.
    2. In the Comments box, type text to help people who are viewing the KPI understand what it represents.
    3. Under SharePoint List and View, in the List URL box, enter the URL of the list or library.

 Notes 

      • If you don't know the URL for the .odc file, click Browse to open the Select a Link dialog box, and then navigate to the .odc file.
      • The SharePoint list or library must be in the same site collection (site collection: A set of Web sites on a virtual server that have the same owner and share administration settings. Each site collection contains a top-level Web site and can contain one or more subsites.).
    1. In View, select the view that contains the items you want to use in the KPI.
    2. Under Value Calculation, select one of the following ways to calculate the goal of the KPI:
      • Number of list items   A count of the total number of items in the list.
      • Percentage of list items where   A calculation that compares the value of a content type within a column or up to five columns in the list.
      • Calculation using all list items in the view   A computation of Total, Average, Maximum, or Minimum of a numerical column in the list.

 Note   The Calucaltion using all list items in the view option is only available if your list includes a numerical field.

Indicator using data in Excel workbook

    1. In the Name and Description boxes, type a name and optional description for the indicator.
    2. In the Comments box, type text to help people who are viewing the KPI understand what it represents.
    3. In the Workbook URL box, enter the location of the workbook.

 Notes 

      • If you don't know the workbook URL, click noneto open the Select a Link dialog box, and then navigate to the file.
      • The URL must be relative to the current site.
    1. In Cell Address for Indicator Value, type the workbook number followed by an exclamation point and then the cell address of the location in the worksheet for the KPI. For example, if the indicator is in cell D15 on worksheet 1, type Sheet1!D15. Otherwise, use a named range.

Indicator using data SQL Server 2005 in Analysis Services

    1. In the Data Connection box, enter the URL where the Microsoft Office data connection (.odc) file is located.

 Note   If you don't know the URL for the .odc file, click Browse to open the Select a Link dialog box, and then navigate to the .odc file.

    1. In the Only display KPIs from display folder box, select the display folder in the Analysis Services database that contains the KPI.
    2. In the KPI List box, select the KPI you want, such as Total Revenue or Average Profit Margin.
    3. Select the Include child indicators check box to display all of the child indicators for the selected KPI.
    4. In the Name and Description boxes, type a name and optional description for the indicator.
    5. In the Comments box, type text to help people who are viewing the KPI understand what it represents.

Indicator using manually entered information

    • In the Name and Description boxes, type a name and optional description for the indicator.
    • In the Comments box, type text to help people who are viewing the KPI understand what it represents.
    • Type the numerical value of your progress so far.
  1. In the Status Icon section, under Status Icon Rules, in the Better values are list, select higher or lower to indicate which range of numbers will be green.
  2. Type the values for the status indicators in the boxes. For example, to track the minimum percentage complete for a set of tasks, you can set the green indicator at the goal value and the warning value to be one less than the goal value. In that case, if you want to see when the minimum percentage complete drops below 25 percent, you set the green indicator to 25 and the yellow indicator to 24.

 Note   The Status Icon Rules for an Indicator using data in Analysis Services KPI are preset by the database analyst.

After you add all of the KPIs that you want to the KPI list, you can publish them on a Web page by using one of two KPI Web Parts.

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