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Cannot filter a KPI list view RRS feed

  • Question

  • Hi,

    I'm just starting work with KPI in MOSS 2007 recently. Hopefully, I'm on the right forum. Please let me know if otherwise.

    So, I've created a new KPI list. Inside that KPI list, I've created several indicators using data from another custom list on the same site. All of these indicators are using "All items" view from that custom list. Next, I've added another indicator from that same custom list but using a different view.

    The indicators are working fine. I'm trying to create new view on that KPI list to show me the indicators that I'm interested in. I'm able to create new view based on the default "KPI List" view, but the filter doesn't seem to work. No matter which field or value I specify, the new view always shows all the indicators.

    Is that the expected behaviour? I've tried to search online, but didn't see anything that can be of help. I need to create filtered view of the KPI list, because I'm showing these indicators on a web part page as part of a dashboard. For that, I'm using the web part for "Key Performance Indicator" but I don't need to show every single indicators. Only certain indicators will suffice.

    One workaround I can think of is to create a separate KPI list and separate my indicators into different lists, but that sounds like an odd workaround/over the top!!!

     


    Pman
    http://www.pmansLab.com/
    Sunday, April 17, 2011 5:06 PM

Answers

  • Hi pl7626,

    KPI is often not meaningful when it is calculated across a filtered subset of its original data and filtering the KPI is not possible.
    Go to this link for more details.
    http://technet.microsoft.com/en-us/library/cc263321(office.12).aspx

    You can try these steps to create custom view pages:

    1.       Create different views for the KPI list and edit the view pages in SharePoint designer.

    2.       Add data view web parts using this KPI list as the data source, add filter and apply conditional formatting for the data view web parts.

    Best regards,
    Emir



    • Marked as answer by Parvez Akkas Friday, April 22, 2011 4:36 PM
    Tuesday, April 19, 2011 3:20 AM

All replies

  • Hi pl7626,

    KPI is often not meaningful when it is calculated across a filtered subset of its original data and filtering the KPI is not possible.
    Go to this link for more details.
    http://technet.microsoft.com/en-us/library/cc263321(office.12).aspx

    You can try these steps to create custom view pages:

    1.       Create different views for the KPI list and edit the view pages in SharePoint designer.

    2.       Add data view web parts using this KPI list as the data source, add filter and apply conditional formatting for the data view web parts.

    Best regards,
    Emir



    • Marked as answer by Parvez Akkas Friday, April 22, 2011 4:36 PM
    Tuesday, April 19, 2011 3:20 AM
  • Thank you Emir for your reply.

    It's a bit odd that filtering KPI is not possible. Just to be clear, I'm referring to creating a "view" to filter out which KPI I want to see on which view (similar to any other list/library). And if it's not possible to filter KPI list, this feature should've been disabled. It's a bit mis-guided when those features are available, which are pretty much useless, literally. :)

    I had gone through that first link before. I will try out dataview and post here if that takes care of what I'm trying out. I just wanted to confirm if there's any out of the box way of doing it before getting into dataview.

     


    Pman
    http://www.pmansLab.com/
    Wednesday, April 20, 2011 1:05 AM
  • Hi pl7626,

    Thanks for your reply.

    I have used several filter methods like add filter in modify view, Add filter web Parts to filter KPI view, but they are all have no effect on that view. And we can see when we turn to All Items view, we can set filter directly by clicking the little triangle behind every name of the field name, but it is not possible in KPI view. So I believe it is not possible.

    Best regards,
    Emir

    Wednesday, April 20, 2011 11:02 AM
  • Thanks Emir for doing those tests. Yes, I also believe it's not possible to filter KPI views and the fact that these options are available for KP lists, it's a bit mis-guided.

    I'll mark your first reply as the answer. I haven't had a chance to create a dataview from KPI list as the data source and then filter the list. But, I think that should be doable, unless of course SharePoint pulls up another surprise like this filtering option in KPI List view :)

     


    Pman
    http://www.pmansLab.com/
    Friday, April 22, 2011 4:36 PM