Demo: Add KPIs to your SharePoint site

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A key performance indicator (KPI)) 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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Applies To: SharePoint Server 2007

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