I would like to present a "dashboard" view, that displays line-items for particular metrics, each with an indicator displaying a summary score for that metric.
The summary needs to "grade" the score as either:
- "Expected achieved" (blue tick icon)
- "Minimum achieved" (with green icon)
- "Significant minimum achieved" (with amber icon)
- "Failed" (with red icon).
What I've tried:
I'm using a
KPI List, and have created individual items of type
Indicator using manually entered information (as at this stage, I have a finite list of KPIs we need to present as a proof-of-concept dashboard - down the track I would hope to link this to another datasource eg excel sheet, other list, or SSAS).
This OOTB solution offers three indications,
Goal (with a threshold),
Warning (with a threshold) and
Otherwise (representing failure, when none of the other thresholds have been reached).
This seems like an ideal starting point for me, so long as I'm able to
add an an additional threshold level (as I need 4 distinct categories, not just 3), and
rename the existing threshold levels (Goal, Warning, and Otherwise aren't "appropriate" in my scenario)
I've have not been able to "reverse engineer" how this solution hangs together by looking at the content type definition or the column definitions, in order to recreate/extend it. (It looks like the "work" is being done in a
KpiListWebPart and a
ListViewWebPart and I don't know how to go about "looking inside" these, or even whether or not that's where I should be looking!).
Am I able to customise/extend the existing solution (eg the content type, columns, the KPIListViewPage.aspx page, etc) to achieve this? In which case what tool/mechanism do you recommend I employ to achieve this?
Or do I need to start from "scratch" (eg with a custom content type of my own, or something else)?
I'm very much a beginner with SP (if that's not already evident!) and I simply stumbled across the KPI List while googling this. So please don't assume I've already discounted any other approaches. ie if there's something better/obvious I should be doing, please suggest it!
I am a capable .NET developer, but have never delved into customizing SP at the "code level". If that's what's required, happy to have a crack at it but right now I'm stumped because according to the KPIListWebPart class documentation:
This class and its members are reserved for internal use and are not intended to be used in your code
Your time and advice is greatly appreciated.