drewberrylicious
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SharePoint - Dashboard/KPI/Graphical Report based on SharePoint Task List
I'm wondering what my options are for presenting a series of reports based on SharePoint task list data...Each report contains a pie chart and bar graph based on certain task criteria.
I'm figuring that this could be done either via Excel Services with an excel workbook connection to the SharePoint list or via SQL Reporting Services.
I've read that the data source does not dynamically update when publishing the workbook to excel services, but a UDF can be created to get around this.
I'm not sure what is possible via Reporting Services.
Basically I'm after some expert advice and recommendations on the pros, cons, gotchas etc for each option.
I'm figuring that this could be done either via Excel Services with an excel workbook connection to the SharePoint list or via SQL Reporting Services.
I've read that the data source does not dynamically update when publishing the workbook to excel services, but a UDF can be created to get around this.
I'm not sure what is possible via Reporting Services.
Basically I'm after some expert advice and recommendations on the pros, cons, gotchas etc for each option.
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ASKER
Thanks for the suggested solutions all.
Joe - I would like details on how to do this with access if you could spare the time.
I will assign points once I've tried these methods out.
Joe - I would like details on how to do this with access if you could spare the time.
I will assign points once I've tried these methods out.
Hi
do the following to creta a access view graph / Pie Chart using Access View in sharepoint
Open the list in SharePoint that holds the data to be charted
Right click the view drop down and select create view
Select access view from the list
This will then start access , choose where to save on you local machine click save
Select pivot chart from the forms list
Click the empty chart
Click change chart type from the ribbon
Select type PIE and close the properties
Drag in the fields form the list and create the chart you require
Click save from the menu
Give the chart a name
Click publish to SharePoint
Select the list and click ok
Click yes
Close access
Go back to your SharePoint list
Refresh the page (f5)
And the new view should be in the list
Test the view works
do the following to creta a access view graph / Pie Chart using Access View in sharepoint
Open the list in SharePoint that holds the data to be charted
Right click the view drop down and select create view
Select access view from the list
This will then start access , choose where to save on you local machine click save
Select pivot chart from the forms list
Click the empty chart
Click change chart type from the ribbon
Select type PIE and close the properties
Drag in the fields form the list and create the chart you require
Click save from the menu
Give the chart a name
Click publish to SharePoint
Select the list and click ok
Click yes
Close access
Go back to your SharePoint list
Refresh the page (f5)
And the new view should be in the list
Test the view works
ASKER
Hi guys. Apologies, but I just haven't had time to test yet. As soon as I do I will award points. Thanks for your patience.
http://geekswithblogs.net/stephaniegrima/archive/2008/09/03/key-performance-indicators-kpis--dashboards-sharepoint.aspx
http://workerthread.wordpress.com/2008/10/09/jazz-up-your-sharepoint-dashboards-with-graphic-indicators/
http://www.akgroup.com/Blogs/Lists/Posts/Post.aspx?List=184bd7d7%2D27ac%2D4790%2D98d5%2D74b3d754ee52&ID=75
http://workerthread.wordpress.com/2008/10/09/jazz-up-your-sharepoint-dashboards-with-graphic-indicators/
http://www.akgroup.com/Blogs/Lists/Posts/Post.aspx?List=184bd7d7%2D27ac%2D4790%2D98d5%2D74b3d754ee52&ID=75
This question has been classified as abandoned and is being closed as part of the Cleanup Program. See my comment at the end of the question for more details.
If you require detiails on how to do it let me know