Plan rendering Excel KPI data

Applies To: Office SharePoint Server 2007

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Topic Last Modified: 2016-11-14

In this article:

  • About rendering Excel KPI data

  • KPI List Web Parts for Office SharePoint Server 2007

  • Excel KPI and SQL Server 2005 Analysis Services

About rendering Excel KPI data

In Microsoft Office SharePoint Server 2007, data in Microsoft Office Excel 2007 spreadsheets can be rendered in individual key performance indicator (KPI) List Web Parts or aggregated into a dashboard on a SharePoint site. A dashboard is a page that contains a set of Web Parts. A dashboard might be a KPI list made up of multiple KPI List Web Parts. Each Web Part can render data derived from several different Excel spreadsheets, or from multiple data objects within the same spreadsheet.

KPI List Web Parts for Office SharePoint Server 2007

Office SharePoint Server 2007 includes a new KPI List Web Part. This new Web Part is designed to render the current status of volatile data in a way that can be easily understood in business terms. By using KPIs, users can monitor the status and trends of important business measurements as they occur. KPIs can be used to abstract large amounts of data and render the data as easily understood icons.

Excel KPI and SQL Server 2005 Analysis Services

Microsoft SQL Server 2005 Analysis Services is a source for data that Excel Services in Microsoft Office SharePoint Server 2007 renders as KPIs. When a server that runs SQL Server 2005 Analysis Services is deployed and populated with business data, the server functions as a Unified Dimensional Model (UDM) to which Excel Services can connect. The UDM is a logical layer between reporting applications and back-end data sources. The UDM layer can be designed to render data in business terms and make it easier for users to create reports.

The data that Excel Services consumes from a SQL Server 2005 Analysis Services server can be formatted on the server by a UDM designer. The UDM designer can set server-based conditional formatting rules that can be implemented to draw attention to values that compromise the integrity of a database, such as a negative balance or any other values that violate business rules. The UDM designer can also set up visual status and trend indicators that help users quickly understand rendered KPI data in business terms.

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