My Knowledge Base

Products: SharePoint 2010, 2013 [Updates: Also works for 2013] There are numerous posts regarding calculated columns and the ability to display KPI images based on list values, etc.   Microsoft provides a  reference  to a list of the basic formulas that may assist you with solving some of your most common business related challenges. Many of the other solutions call for some special HTML code to be added to the page or to another column within the list.  For this solution, no additional code is required; it’s simply a matter of correct configuration. Requirements The client has a simple list of systems and servers that need to more visible to the enterprise.  The expectation is to provide a visual KPI for each item on the list and manage this from the intranet Help Desk site.  As always, this solution needs to be simple to manage by the key stakeholders of the site. Create a new list and name it  SystemStatus ; then configure th...

Now we are going to see how to show the progress of tasks in SharePoint We are going achieve this with the help of Calculated Columns. The [% Complete] is a default column in tasks lists. We just need to add – in a calculated column - the formulas for this specific use case. Here they are: Progress Bar 1 : =”<DIV style=’background-color:blue; width:”&([% Complete]*100)&”%;’>&nbsp;</DIV>” Progress Bar 2 : =”<DIV style=’background-color:red;’><DIV style=’background-color:LimeGreen; width:”&([% Complete]*100)&”%;’>&nbsp;</DIV></DIV>” Progress Bar 3: ="<DIV style=’position:relative;padding-top:2px; border:1px solid Gainsboro; background-color: " &CHOOSE(RIGHT(LEFT(Priority,2),1), "LightSalmon", "LemonChiffon", "Chartreuse")&";’> <DIV style=’margin:0;padding:0;font-size:0px;border-top:12px solid " &CHOOSE(RIGHT(LEFT(Priority,2),1),"Crimson...

If you use SharePoint in any capacity, chances are you’re storing data in SharePoint lists somewhere. Of course, once you’ve got data inside lists, someone is going to want to report off of it. In this article, we’re going to take a look at how you can create dashboards inside of SharePoint that pull in data from SharePoint lists using Excel Services. Now there are several other technologies we could use, such as Reporting Services, PerformancePoint, PowerPivot, or Power View to create dashboards, but some of those technologies require enterprise licenses for SQL or the PowerBI functionality in Office 365. In this example, I wanted to keep it simple and use technologies that people are more likely to have (although you do still need to have a SharePoint enterprise license in order to use Excel Services). The chart we’ll be building for our dashboard will be pulling in data from our SharePoint list via the “From OData Data Feed” option in Excel. To create a simple chart in Excel,...