Microsoft Sharepoint Web Parts

Sharepoint KPI Web Part

The KPI Web Part allows to easily set up KPI indicators based on values contained in your Sharepoint Lists. The Web Part can be used with Windows Sharepoint Services V3, MOSS 2007, Sharepoint 2010, Sharepoint 2013 and Sharepoint 2016. The KPI Web Part lets you: define one or multiple KPI indicators choose a horizontal, vertical or grid layout with or without icons CSS styles to customize the look and feel use aggregate functions like "sum", "average", "count" etc. Product Price      KPI Web Part for SharePoint 2007 and 2010 30 Day Evaluation Version (Release 1.0.40)  Free KPI Web Part for SharePoint 2013 30 Day Evaluation Version (Release 1.0.40)  Free KPI Web Part for SharePoint 2016 30 Day Evaluation Version (Release 1.0.40)  Free KPI Web Part sandboxed Solution (on premise only) 30 day Evaluation Version Free KPI Web Part License Key per Server License Includes 1 year technical support USD 150.00 Web Part Installation Instructions

Installation Instructions: download the KPI Web Part Installation Instructions (PDF file, see above)  either install the web part manually or deploy the feature to your server/farm as described in the instructions. Create a Sharepoint List in the root site of your site collection (name it "AE KPI List" if you do not want to use the web part's "List Name" setting to define your own List name). Use the below List schema or add the "AE KPI List Template.stp" file contained in the Zip download to your Sharepoint List template gallery and then create the list using the provided template: You now can add your KPI's to the KPI list as described below: Title enter the name of the KPI ListURL enter the List URL of the List containing the KPI data ListView optionally enter the List View name of the List containing the KPI data LowerValue optionally enter the lower threshold value (actual values below this limit are "red")  UpperValue optionally enter the upper threshold value (actual values above this limit are "green")  Color optionally enter the color of the KPI tile (if "LowerValue" and "UpperVale" are not used) Footer optionally enter the footer text for the KPI Aggregation enter the aggregation method to be used to calculate the KPI value - Count (count the number of items in the List View) - Sum (sum the values of the List column specified in the "Data" field) - Percentage (percentage of the number of selected items vs. total list items) - Average (average of List items specified in the "Data" field) - Maximum (maximum item value of items specified in the "Data" field) - Minimum (maximum item value of items specified in the "Data" field) - Static (display the value entered into the "Data" field) - Top (display the item value of the top "Data" field item in the selected List view) Data optionally enter the name of the List column containing the data Examples: configure the following Web Part properties in the Web Part Editor "Miscellaneous" pane section as needed: Site Name: Enter the name of the site that contains the Sharepoint List: - leave this field empty if the List is in the current site (eg. the Web Part is placed in the same site) - enter a "/" character if the List is contained in the top site - enter a path if the List is in a subsite of the current site (eg. in the form of "current site/subsite") KPI List Name: Enter the desired Sharepoint List name containing the definition of the KPI's. A good choice is to use the Sharepoint "Links" list template as a basis for the list. View Name: Optionally enter the desired List View of the KPI list . A List View allows you to specify specific data filtering and sorting. You will also need to include all the columns in the View. Leave this field empty if you want to use the List default view. You can pass a filter value to this field via a Filter web part by connecting the two web parts and entering [filter] into the field. KPI List Item (optional): optionally enter either the List Item ID or the List Item Title of the KPI list entry to be displayed if you want to display a specific single KPI. You can pass a filter value to this field via a Filter web part by connecting the two web parts and entering [filter] into the field. KPI Type: either choose "Tile" or "Gauge" Show Links: optionally link the KPI's to the underlying Sharepoint List. - no (do not link the KPI tile to the List) - new window (show the underlying List in a popup window) - same window (open the underlying List in the same browser window) Data Font Size: enter the font size (in points) of the KPI indicator (default=26pt) KPI CSS Style: enter the desired CSS style to be applied to the KPI tile. Example: border-spacing:1px;border-collapse:separate KPI Width (px): enter the desired width (in pixels) of the KPI tile. KPI Height (px): enter the desired height (in pixels) of the KPI tile. Localization: enter the localized KPI tile tooltip (default="open List"). Link Web Part Title: optionally link the web part title to the underlying "KPI" definition list.  Cache Retention Time: enter the data cache retention time in minutes (enter "0" to turn off the cache feature) to speed up consecutive page visits. License Key: enter your Product License Key (as supplied after purchase of the KPI Web Part license). Leave this field empty if you are using the evaluation version.