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KPI’s for Every Version of SharePoint! Brad Saide

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iliana-burris
13 diapositives · 254 Views · Nov 15, 2014

Discover how to leverage the HTML Calculated Field in SharePoint to enhance your data visualization and create impactful KPIs without the need for additional installations. This article walks you through its features, including building conditional HTML strings based on various criteria like status, numbers, and dates. Learn how to use JavaScript to render HTML dynamically and explore creative ideas for dashboards, task calendars, and project status displays. Empower your team with easy-to-manage formulas and unlock the potential of SharePoint for better decision-making.

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  1. KPI’s for Every Version of SharePoint! Brad Saide

  2. The HTML Calculated Field • What is it? • How do you use it? • What can it do for me? • Ideas! • More Info?

  3. What is it?

  4. The HTML Calculated Field • Is a Standard OTB Calculated Field • Comes with both WSS 3 & MOSS • Requires No Installation (Great for Hosting) • So… How do you use it?

  5. The HTML Calculated Field • Use it to “Build” Conditional HTML Strings • You can set conditions based on: • Status • Numbers • Percentages • Dates • …Essentially anything you can test for, you can build a HTML Calculated Value to represent it. • Problem is, the HTML gets parsed and rendered as text, Right? Yes… until you add this bit of JavaScript!

  6. The HTML Calculated Field • <script type="text/javascript"> • /* • Text to HTML - version 2.0 • Questions and comments: Christophe@PathToSharePoint.com • */ • function TextToHTML(NodeSet, HTMLregexp) { • var CellContent = ""; • var i=0; • while (i < NodeSet.length){ • try { • CellContent = NodeSet[i].innerText || NodeSet[i].textContent; • if (HTMLregexp.test(CellContent)) {NodeSet[i].innerHTML = CellContent;} • } • catch(err){} • i=i+1; • } • } • // Calendar views • var regexpA = new RegExp("\\s*<([a-zA-Z]*)(.|\\s)*/\\1?>\\s*$"); • TextToHTML(document.getElementsByTagName("a"),regexpA); • // List views • var regexpTD = new RegExp("^\\s*<([a-zA-Z]*)(.|\\s)*/\\1?>\\s*$"); • TextToHTML(document.getElementsByTagName("TD"),regexpTD); • // Grouped list views • ExpGroupRenderData = (function (old) { • return function (htmlToRender, groupName, isLoaded) { • var result = old(htmlToRender, groupName, isLoaded); • var regexpTD = new RegExp("^\\s*<([a-zA-Z]*)(.|\\s)*/\\1?>\\s*$"); • TextToHTML(document.getElementsByTagName("TD"),regexpTD); • }; • } • )(ExpGroupRenderData); • </script>

  7. What can it do for me?Demo

  8. Ideas - Dashboard & Task Calendar

  9. Ideas – Project Status Dashboard This is a CQWP Rollup

  10. Ideas – Highlighting List Items From This… To This… Bold Mgr’s Name

  11. The HTML Calculated Field • Benefits • Easy to change • No Developer Required • 0 Impact to SharePoint • No Upgrade issues  • Business can create the Formulas (they’re just like Excel) • Gives you the ability to add KPI’s to any SharePoint Version

  12. The HTML Calculated Field • More Information: • HTML Calculated Field – Where it all began • Christophe’s Site - http://pathtosharepoint.wordpress.com • HTML Calculated Field - The original article • Example on building a Project Status Dashboard • My Blog – http://sharepointblog.spaces.live.com • Assets – http://skydrive.live.com • Tooltip Bubbles • Alessandro Fulciniti – http://web-graphics.com

  13. Thank YouQuestions