SharePoint 2007: The Definitive Guide
by James Pyles, Christopher M. Buechler, Bob Fox, Murray Gordon, Michael Lotter, Jason Medero, Nilesh Mehta, Joris Poelmans, Christopher Pragash, Piotr Prussak, Christopher J. Regan
Creating and Customizing Dashboards
The MOSS 2007 Dashboard is a specialized web page template designed to collect and display information from many different sources. This can include charts, metrics, reports, and KPIs. The default Dashboard template contains the following Web Parts:
- Excel Web Access Web Part
Adds an Excel workbook, worksheet, or worksheet range to the Dashboard.
- The Apply Filter Web Part
Adds an Apply Filter button to the Dashboard.
- The Related Information Web Part
Can be used to add a series of hyperlinks that connect to related web sites.
- The Summary Web Part
Lets you add a text summary or description of the Dashboard.
- The Contact Details Web Part
Lists the contact person responsible for the Dashboard.
- (Optional) The KPI List Web Part
Adds visual KPIs to the Dashboard, showing how much progress a team member has made toward a goal.
You can also start with a generic Web Part page and add whatever Web Parts you want, creating a dashboard that will perform to your specifications. You can create a Dashboard from scratch, but it might be easier to start with the basic Dashboard template and modify it as needed.
Tip
See Chapter 9 to learn more.
In Figure 15-3, you can see that information from several sources can be imported into a KPI, including manual input.
Once a key indicator has been created, the indicator's name and status are displayed, along with values signifying the goal and current value, as shown in Figure 15-4.
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