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From a simple excel dashboard to a fully integrated enterprise reporting suite, the Business Dashboard is being quickly adopted as the new face of Business Intelligence. It has a rapidly growing role in BI reporting and analysis.

An enterprise dashboard allows at-a-glance visualization of company health and monitoring of key performance indicators. Simple to understand and high in ROI, these executive dashboards are becoming "must-haves" for all enterprises. Easy-to-use by business users and fun-to-implement by the IT department, BI dashboard projects are quickly funded and politically popular.

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SharePoint Dashboard Conditional Indicators

Some fellow Dashboard Spies and I were discussing the rising popularity of Microsoft Sharepoint server for executive dashboard applications and the topic of conditional formatting and graphical red/green/yellow status indicators arose. Were dashboard traffic lights available in SharePoint right out-of-the-box?

We found this nice video demonstration of how to tweak the Sharepoint code so that you do get red/green/yellow lights on a simple list:

The Dashboard Spy is all about screengrabs, so I extracted some images for you to take a quick look in case you don’t have time to watch the video right now. Here is the view of the color state images:

And here is a look at the part where he is tweaking the code to make the conditional display logic work:

Tags: Sharepoint Dashboards, Sharepoint dashboard indicators

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3 Responses to “SharePoint Dashboard Conditional Indicators”

Web Standard Templates for MS SharePoint « The Dashboard Spy Said on November 9th, 2007 at 8:39 pm quote
[...] I pointed her to several SharePoint Dashboard videos on the dashboard screenshot blog - Dashboards By Example. After we jointly studied a couple more dashboards done in SharePoint, our discussion turned to [...]
AnyChart Said on February 4th, 2008 at 3:00 am quote
You can also use charts to do the same:
http://www.anychart.com/blog/2008/02/04/add-interactive-charts-to-your-microsoft-sharepoint-portal/
Joe Said on July 14th, 2008 at 1:21 am quote
Great tutorial, but I have one problem with the result. In one of my columns, I’m using a person’s name, and even though I have the “presence indicator” turned off, once I make these changes in Sharepoint designer, the presence indicator shows back up. When it comes back, it’s on the right side of the name rather than the usual left…

This is a problem because it distracts from the status indicators that were my goal in the first place.

Any advice on how to remove these?

Last Modified: Friday, July 27th, 2007 @ 10:14

This business intelligence dashboard blog entry was posted on Friday, July 27th, 2007 at 10:02 am and is filed under Dashboard Screenshots. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

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Dashboards by Example Volume 1 Goals and Objectives

"Dashboards By Example - BI Dashboard Samples" is the theme and mission statement of this blog. We salute the Dashboard Spy in the field - those business users, project managers, IT executives, application designers, business intelligence experts, analysts, coders and subject matter experts who are on site creating this exciting and new "face of BI". Your business intelligence dashboard can go by many names - performance dashboard, executive dashboard, business dashboard, balanced scorecard, KPI metric summary, enterprise dashboard, bi dashboard, corporate dashboard. Whatever we call it, we believe that the at-a-glance visual approach is the key to user-centric design. Let's learn from each other's dashboard examples and continue to increase the level of usability and usefulness.

We strongly believe that the more dashboards you study, the more adept you will become at choosing correct design solutions for your company. "Learn by Example" is not just a motto - we take it literally, hence the name "Dashboards by Example". So take every chance you get to view examples of BI interfaces. As a matter of fact, take a second now, and study this dashboard example.

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The Dashboard Spy wants your dashboards!! I've collected over 1000 screenshots of business intelligence dashboards and scorecards for Volume 1 and now need you to send me the next 1000 dashboards for Volume 2. Email me at info at dashboardspy.com and tell me about your dashboard. Send me images, notes, technical details, business rules, metrics, KPIs, anything that you think your fellow Dashboard Spies will have an interest in. Keep this library of dashboarding resources going!

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Looking forward to seeing your dashboards, The Dashboard Spy

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