How to Create a KPI List

by Greg Lindberg

A Key Performance Indicator (KPI) is a tool that can be created in the Microsoft Office SharePoint Server 2007 to track how close you are to reaching a goal, such as finishing updating specific criteria for a website. Before you can create your KPI, you must make a KPI list in the Reports Center of the SharePoint Server 2007. The indicator is then created using your site data and the setting you specify. After it’s created you can publish it on a Web page, and the indicator will appear as an image of a light on the page, turning red when productivity is low or green when you are meeting your goals.

1

Open the Microsoft SharePoint Server 2007 application and click on the page where you want to create the KPI. Click on the “Site Actions” option and the click on the “View All Site Content” option.

2

Click on the “Create” option and the Create page will appear on your screen. Click on the “KPI List” option below the “Custom Lists” heading. Enter a name for your list into the "Name" field and then click the “OK” button.

3

Click on the “New” option from the KPI list toolbar. Select the “Indicator using data in SharePoint list” option and the New Indicator page will appear.

4

Enter a name for your indicator in the “Name” field and then enter a description for the indicator in the “Description” field. Enter any notes you want to add for users who will be using the indicator into the “Comments” field.

5

Click on the “Browse” button and locate the URL for your .odc file in the Select a Link dialog box. Select the view you want to use for your indicator from the “View” list.

6

Select a calculation to determine the goal for your KPI from the “Value Calculation” list. Select the “higher” or “lower” option to identify what range of number will make your indicator turn green.

7

Click on the “OK” button after you set your values for your indicator. Your KPI will be created and saved on the KPI list.

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