A story of woe and triumph (mostly)

List-Driven Data Visualizations

Personal Husband, Father of two Rock Climber Part of @g8wayaustin

Professional 13 Years in IT Desktop->Network->Mobile->SharePoint/BI MCTS Six Sigma Yellow Belt

Contact James.Hammonds@us.sogeti.com @jameswh3 http://www.slideshare.net/JamesHammonds

Me

Current State: Metrics Managed by Spreadsheet Categorized by Initiative Sub-categorized by Focus Area Measures over time

Desired State: Move to SharePoint Make it “pretty” Make it “simple” No back-end integration SharePoint 2010—no SharePoint Enterprise Can we get that in two weeks?

Background and Requirements

Use Lists and Content Types to Drive Content Lookups to relate content (ERD to come)

Use Conditional Formatting for Performance Indicators Use jqPlot for charting Find someone who’s good with graphics Lay off the sleep

The Plan

The Content Types & ListsInitiatives

Focus Areas

Measure Categories

Measures

IDPK

Name

Graphic

Detail

IDPK

Name

Graphic

Detail

Initiative

IDPK

Measure Name

Focus Area

IDPK

Name

Measure Category

Target

Show Value As

Value

Graphic

Tag Line

Chart Type

Tag Line

Date

Status Indicator Override

Result (calc)

Detail

Status Indicator

Home Page Grid

Initiative Page

Modal Dialogs for Measure Details

Initiative Form

Focus Area Form

Measure Category Form

New Measure Form

2. Configure Join Type1. Create Aggregate Data Source

Creating the Main Grid

4. Add Multiple Item View3. Add Data View to Page

Creating the Main Grid

6. Add Joined Subview5. Add Column

Creating the Main Grid

8. Repeat for All Levels Needed*7. Map Fields for Relationship

Creating the Main Grid

* Be sure to filter if you wish to only show most recent Measures

XML XSL HML CSS

Bending the Grid to Your Will

Modal Dialog and Conditional Formatting for KPI

JavaScript (jqPlot) to Build the Chart*

* Along with XML, XLS, HTML, CSS, and a Dubble or two…

Think long an hard about field and content type names—changing them is PAINFUL once you’ve built grids

Insist on keeping content above the fold Limit length of content input by users Make transition between focus areas more intuitive—

mouse-over is not obvious

Some Lessons…