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Demo: Add KPIs to your SharePoint site
 

Download the 2007 Office release

Create a KPI listPlay Demo Demo button
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A key performance indicator (KPI) (key performance indicator (KPI): A predefined measure that is used to track performance against a strategic goal, objective, plan, initiative, or business process. A visual cue is often used to communicate the performance against the measure.) is a visual cue that communicates progress against a predefined measure or business goal. KPIs are valuable tools that help teams, managers, and businesses quickly evaluate their progress against measurable goals. On a Microsoft Office SharePoint Server 2007 site, you can create KPI lists to help your organization measure its progress against its business goals. To create a KPI, you first create a KPI list to which you add one or more KPIs. Office SharePoint Server 2007 enables you to create new indicators in a KPI list by using any of the following:

  • Data in SharePoint lists.
  • Data in Excel workbooks.
  • Data from Microsoft SQL Server 2005 Analysis Services.
  • Manually entered information.

In this demo, you'll see how you can create KPIs using both manually entered information and data that is stored in a SharePoint list. You will also see how you can create a KPI based on a specific view of a SharePoint list. Finally, you will see how the status of a KPI changes as the data in the list changes.

This demo is the first demo in a series of two. After you finish viewing this demo, see Demo: Display KPIs in a dashboard to learn how you can display KPIs in a dashboard page on a Report Center site.

How to do it (text version):



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