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KPI Version 2.0


ArtfulBits KPI (Key Performance Indicator) column provides users with the ability to define and measure progress toward predefined goals and display current status by using easy-to-understand graphical indicators. Using of KPI provides with ability to visualize answers to the following questions:

  • What am I ahead or behind on?
  • How far ahead or behind am I?
  • What is the minimum I have completed?


KPI list view

Components use Microsoft® SharePoint® KPI idea, but with reworked functionality. Unlike MOSS KPI, ArfulBits KPI could be added to any custom list as a column, can use both List View and List Item as data source and supports different indicator icons: flags, traffic lights, shapes, marks and other.

Different indicator icons

You can use traffic light icons to indicate that predefined satisfaction is exceeding, meeting, or failing to meet goals. If predefined satisfaction exceeds a preset goal, the KPI is displayed with a green traffic light icon. If customer satisfaction is failing to meet minimum goals, the customer's satisfaction KPI is displayed with a red traffic light icon. Otherwise, it is displayed with a yellow traffic light icon.

Feature List

Feature
Ability to associate indicator value with item column values
Ability to associate indicator value with data in SharePoint lists
Ability to specify indicator sources and calculation types while adding new items to list
Supports value calculation, such as sum, minimum, maximum, average value, and evaluation of column value of first or last item from subset
Supports tracking of total number of items in the specified list view and percentage of total number of items in one list view to another
Ability to set Goal and Warning values as fixed values as well as values from other columns in list
Column customization (multiple icons set; text customization; different column display modes)
AJAX support enabled
Language pack support (desired localization could be added by request)

Why ArtfulBits KPI Column?

ArtfulBits KPI (Key Performance Indicator) column is simple graphical scorecards that can be used to evaluate business data against business goals. With this column you reduce the risk to overlook the information about the status of the value, the column take the trouble. The column automatically calculates the results, and displays one of 3 indicators (OK, Warning, or Problem).

You can also show the actual value, and target value if desired, and there are multiple icon sets to select from, so you can choose the one that best fits your application. KPI can show indicator based on each individual item in SharePoint list. It is a handy feature for all users that are using SharePoint on daily basis to use this column as a simple way of identifying visually critical items within their lists.

 Standard EditionProfessional
Edition
Ability to associate indicator value with values of other columns of list item using SharePoint formulas (Indicator Data Source --> List item)      
Ability to associate indicator value with data of fixed SharePoint list (Indicator Data Source --> Fixed list)      
Ability to associate indicator value with data of dynamic SharePoint list of a subsites which is based on URL reference value of other list column (Indicator Data Source --> Dynamic list)      
Source lists and calculation ways can be specified while adding new items to list (Indicator Data Source --> User defined list)      
Supports value calculation, such as sum, minimum, maximum, average value, and evaluation of column value of first or last item from subset      
Supports tracking of total number of items in the specified list view and percentage of total number of items in one list view to another      
Ability to set Goal and Warning values as fixed values as well as values from other columns in list      
Column customization (multiple icons set; text customization; different column display modes)      
AJAX support enabled      
Language pack support (desired localization could be added by request)      


Indicator Data Source: List item

Associates indicator value with list item data



Indicator Data Source: Fixed list

Associates indicator value with fixed lists



Indicator Data Source: Dynamic list

Associates indicator value with dynamic lists



Indicator Data Source: User defined list

Indicators with user defined lists and calculation ways



Indicator Data Source: User defined list

New Item form with user defined indicator



Indicator Data Source: List item

KPI column settings page



Indicator Data Source: Fixed list

KPI column settings page



Indicator Data Source: Dynamic list

KPI column settings page



Indicator Data Source: User defined list

KPI column settings page



KPI: Display Rules

KPI column settings page



KPI icons

List of all available icons

Preparation for Installation

Before installation, please, check that your target server meets KPI Column system requirements.

Also, it is recommended to install ArtfulBits License Manager before (if it is not installed).


1. Installation

Download KPI Column installation package from ArtfulBits website, unpack the file, and run Setup.exe:

Note:

You must be a SharePoint Farm Administrator for successful installation. Also "Windows SharePoint Administration" and "Windows SharePoint Timer" should be running on the server:

SharePoint 2007 SharePoint 2010

After system check is finished, click "Next".

After reading License Agreement, click "Accept" and go to next step.

Select one or more web applications and click "Next".

Wait for install to succeed, click "Next" for deployment status details.

2. License Management

KPI Column uses Per-Farm License Model (each license is bound to single SharePoint Farm ID). For more details about licensing models please visit License Agreement.

Product works in unlicensed mode for three days from the moment of installation. In this mode all the product features are unlocked same way as with trial license. After these three days either trial license or full license should be entered for product to function.

  • To get KPI Column trial license click here.

After ArtfulBits License Manager is installed, go to the SharePoint Central Administration page:

SharePoint 2007 SharePoint 2010

Choose "Operations".
Click on "ArtfulBits License Manager":

Click on "ArtfulBits License Manager":

This page shows all ArtfulBits installed products and their license statuses.

Click on product name to view license details.

If product is not licensed you can click "Enter License" link and enter license key (trial or full) into textbox. For upgrading product edition click "Convert License" and enter new license of target product edition.

Pressing "Activate" button will verify the key and in case of verification success license status will be updated.

Note: in trial or unlicensed mode all product features are available for evaluation. This way you will be able to try each and every feature available in the product line which will give you good understanding of what feature set will be necessary for you and it will be easier to come up with the decision which product edition should be purchased. After trial period expiration full license should be purchased which will determine product edition and available (unlocked) feature set.

Special link informing about product expiration is shown in SharePoint pages, where ArtfulBits component is used if product is using trial license or such license is "Expired" or no license is provided at all. Clicking on this link will redirect to product license status details page.

3. Activating / Deactivating Feature

Click "Site Actions" menu in the root site of one site collection, then click "Site Settings":
SharePoint 2007 SharePoint 2010
Click "Site collection features" link in Site Settings page:
SharePoint 2007 SharePoint 2010

In SharePoint Site collection feature list, activate ArtfulBits KPI Column feature (if deactivated):

4. Product Upgrading

Process of updating KPI Column is pretty straightforward - just download latest installation package and execute Setup.exe from it. After system check completes, select an "Upgrade" option and then follow setup wizard instructions.

5. Uninstallation / Repairing

Execute Setup.exe from your installation package. On the Repair and Remove section, select Remove radio button and click "Next", the KPI Column will be uninstalled. Or select "Repair" - to repair the KPI Column .


For SharePoint 2013 products:
Operating Systems: Windows Server 2008 R2 SP1
Windows Server 2012
Server: SharePoint Release:
  • SharePoint Foundation 2013 or SharePoint Server 2013
  • Microsoft .NET Framework 4.0
Browser:
  • Internet Explorer 8+
  • Mozilla Firefox
  • Apple Safari
  • Google Chrome
For SharePoint 2010 products:
Operating Systems: Windows Server 2008 x64 SP2
Windows Server 2008 R2
Windows 7 x64
Server: SharePoint Release:
  • SharePoint Foundation 2010 or SharePoint Server 2010
  • Microsoft .NET Framework 2.5
Browser:
  • Internet Explorer 8+
  • Mozilla Firefox
  • Apple Safari
  • Google Chrome
For SharePoint 2007 products:
Operating Systems: Windows Server 2003 x86/x64
Windows Server 2008 x86/x64

Windows Small Business Server (SBS) 2003/2008
(Please read about limitation)
Server: SharePoint Release:
  • Windows SharePoint Services v3 or SharePoint Server 2007
  • Microsoft .NET Framework 2.0 or 3.0
Browser: Microsoft Internet Explorer 7+ is recommended for Advanced Administration features

Also compatible with:
  • Mozilla Firefox
  • Apple Safari
  • Google Chrome

Questions List


How to get my "FarmID" value?

There are several ways how to get your SharePoint Farm ID.

Method 1:

  • Make sure ArtfulBits License Manager is installed on SharePoint Server and activated
  • Go to your SharePoint Central Administration site
  • Open Operations page (for SharePoint 2007 only)
  • Click on ArtfulBits License Manager link under ArtfulBits Solutions Configuration group
  • Click on Enter License button for certain product
  • FarmID will be displayed on License Management page under License Information section

    NOTE: By clicking on "Click here to get license" link you will be redirected to "Get Trial License" page with auto-filled FarmID


Method 2:

  • Download FarmInfo.zip (ArtfulBits utility for retrieving SharePoint FarmID)
  • Run it on your SharePoint Server

The application dialog will look like this: Retrieving SharePoint FarmID using ArtfulBits SharePoint Farm Info Tool

Method 3:

  • Run Windows PowerShell on your SharePoint Server as administrator
  • Type in the following command to set minimal reqired execution policy:
    Set-ExecutionPolicy RemoteSigned
  • Hit "Enter" key to confirm default choice
  • Enter following commands one by one:
    [System.Reflection.Assembly]::LoadWithPartialName("Microsoft.SharePoint")
    $spFarm=[Microsoft.SharePoint.Administration.SPfarm]::Local
    $spFarm.Id
Output of commands execution will look like this: Retrieving SharePoint FarmID using Windows PoweShell script commands

How to convert ArtfulBits column to standard SharePoint column and back?

ArtfulBits Progress, Follow-Up, Category, DateTime and all ArtfulBits Lookups columns have "Conversion" feature.

ArtfulBits column can be converted from an existing SharePoint Column and can be converted to the standard SharePoint Column.

Convert from standard:
  • Try to add needed ArtfulBits Column as usual
  • On settings page expand "Column Conversion settings" section
  • In drop-down control choose which standard column will be converted to ArtfulBits Column (will be empty when list doesn’t have proper columns)
  • After selecting existing standard Column and clicking on “Covert” button - warring message will be shown
  • Click "OK", and standard Column will be converted to ArtfulBits column

Convert to standard:
  • Open settings page of existing ArtfulBits Column
  • Click on "Convert" button in Column Conversion section
  • Warring message will be shows, click “OK” button
  • ArtfulBits column will be converted to standard SharePoint Column

How to enable Datasheet view support?

To enable Datasheet view mode support, make sure that ArtfulBits Column site collection feature is activated.

For DateTime, Progress, Category and Follow-Up columns editing in Datasheet is enabled by default.

To enable column editing for Parent Selector, Cross-Site Lookup and Cascaded Lookup do the following:

  1. Open column settings page
  2. Go to "Datasheet Compatibility Mode" section
  3. Choose "Allow Editing" option to enable column content editing in Datasheet view

I received error: Unable to cast object of type
'System.Web.Configuration.ScriptingScriptResourceHandlerSection' to
type 'System.Web.Configuration.ScriptingScriptResourceHandlerSection'...

Possible reason of this issue is conflict in versions of System.Web.Extensions assembly.
To fix the problem, do the following steps:
  1. Backup web.config of your web-site
  2. Add following code into assemblyBinding section of your web.config file:
    <dependentAssembly>
       <assemblyIdentity name="System.Web.Extensions" 
          publicKeyToken="31BF3856AD364E35" 
          culture="neutral" />
       <bindingRedirect 
          oldVersion="1.0.61025.0" 
          newVersion="3.5.0.0"/>
    </dependentAssembly>
  3. Restart IIS service

How to upgrade ArtfulBits SharePoint product to newer version?

  1. Just download new version of product from our site
  2. Unzip files and run "Setup.exe"
  3. Follow wizard steps and select "Upgrade" option

NOTE: Upgrade operation is safe and doesn't affect on existing user data.


Is ArtfulBits SharePoint product update free of charge?

Yes. You can upgrade to newer version within the same major version number completely free of charge. For example, if you've purchased a license for any 1.xx product you can upgrade to any higher 1.yy version. Higher major version will be licensed separately. So, version 2.0 will need a new license.

How to check if AJAX is installed on a server?

  1. Open Global Assembly Cache (GAC)
  2. Find System.Web.Extensions assembly

Which Lookup Column do I need?

See the following features comparison chart of ArtfulBits Lookup columns that helps you make the right choice:

SharePoint
Lookup
 

Parent
Selector
$75,00

Cross-Site
Lookup
$150,00

Cascaded
Lookup
$200,00
Lookup data from lists cross-site within site collection
Lookup data from lists on the same site
Lookup data from the same list
Ajax support enabled
Supported JSLink
Single and multiple lookup
Parent-child relationships
Supported single-single, single-multi, multi-single and multi-multi relations
Unlimited number of cascading levels
Support lookup data from subfolders
Picker Dialog for searching items in lookup lists
Filtering retrieved data using existing list views
Supported default values
Adding items to source list via new item form
on the fly
Adding lookup items via inline entering
on the fly
Adding lookup items via New Item form
on the fly
Editing lookup items via Edit Item form
on the fly
Excluding own item from lookup list during item editing
Checking whether hierarchical data is non-cyclic
Datasheet view support, including edit mode
Conversion among "ArtfulBits Cascaded Lookup", "ArtfulBits Cross-Site Lookup", "ArtfulBits Parent Selector" columns and standard SharePoint "Lookup" column
Download Download Download

Item Version Size
SharePoint 2013
ArtfulBits_KPI_v2.0_SP2013.zip
Zip file contains ArtfulBits KPI Column install files for SharePoint 2013, user guide and install guide documents. For more details about installation process select Installation tab.
2.0 2335 Kb
ArtfulBits_KPI_v2.0_FullPack_SP2013.zip
Zip file contains ArtfulBits KPI Column and License Manager install files for SharePoint 2013, user guides and install guides documents for both products. For more details about installation process select Installation tab.
2.0 4273 Kb
SharePoint 2010
ArtfulBits_KPI_v2.0_SP2010.zip
Zip file contains ArtfulBits KPI Column install files for SharePoint 2010, user guide and install guide documents. For more details about installation process select Installation tab.
2.0 2333 Kb
ArtfulBits_KPI_v2.0_FullPack_SP2010.zip
Zip file contains ArtfulBits KPI Column and License Manager install files for SharePoint 2010, user guides and install guides documents for both products. For more details about installation process select Installation tab.
2.0 4270 Kb
SharePoint 2007
ArtfulBits_KPI_v2.0_SP2007.zip
Zip file contains ArtfulBits KPI Column install files, user guide and install guide documents. For more details about installation process select Installation tab.
2.0 2316 Kb
ArtfulBits_KPI_v2.0_FullPack_SP2007.zip
Zip file contains ArtfulBits KPI Column and License Manager install files, user guides and install guides documents for both products. For more details about installation process select Installation tab.
2.0 4236 Kb
Documentation
KPI_UserGuide.pdf
KPI column user guide.
1029 Kb
KPI_InstallGuide.pdf
Installation guide describes installation and licensing steps.
983 Kb


Note: FullPack is not required if you already have installed or download ArtfulBits License Manager.

Release Notes

Version Notes
v2.0
(May 6, 2013)
New Features:
  • Added SharePoint 2013 Support
  • Added Russian and German localization
v1.5
(September 15, 2011)
New Features:
  • Added dynamic lists support [PRO]
  • Added support of column value for Goal and Warning
  • Added First Item and Last Item aggregation functions

Improvements:
  • Improved KPI value formatting

Bugs Fixed:
  • Fixed minor issues
v1.43
(August 19, 2011)
Bugs Fixed:
  • Fixed "File Not Found" error
  • Removed caching values for "Get indicator value: Dynamically" option
v1.42
(August 03, 2011)
Bugs Fixed:
  • Fixed availability to use "Get indicator value: Dynamically" option for Evaluation and Professional product editions
v1.41
(June 09, 2011)
Bugs Fixed:
  • Fixed column settings update
v1.4
(June 03, 2011)
New Features:
  • Added ability to specify source lists and calculation ways while adding new items to list [PRO]

Improvements:
  • Added support for new licensing model (ArtfulBits License Manager v1.4)
  • Added "Save site as template" support
v1.31
(April 06, 2011)
Improvements:
  • Added Document Library support
  • Improved performance
v1.3
(November 16, 2010)
New Features:
  • Added Russian and German localization

Bugs Fixed:
  • Fixed minor issues
v1.24
(August 18, 2010)
Bugs Fixed:
  • Fixed KPI for grouped view (SharePoint 2010 only)
  • Fixed minor issues
v1.23
(August 11, 2010)
Improvements:
  • Allowed assembly partially trusted callers

Bugs Fixed:
  • Fixed Access Denied exception for users with Read Only permissions on item display form
v1.22
(July 08, 2010)
Bugs Fixed:
  • Fixed error with 6622 Event ID in Event Viewer (Field type DummyField has duplicated definition)
v1.21
(June 17, 2010)
Bugs Fixed:
  • Fixed KPI details link for Internet web site
  • Fixed objects disposing
v1.2
(June 11, 2010)
Improvements:
  • Improved Setup Wizard
v1.2
(May 13, 2010)
New Features:
  • SharePoint 2010 support added

Bugs Fixed:
  • Fixed programmatically value getting
v1.1
(April 21, 2010)
New Features:
  • Added UpdateRules option
  • Added UpdateValue(item) and InvalidateValue(item) methods to KPIField for programmatically indicator value updating

Improvements:
  • Improved performance

Bugs Fixed:
  • Fixed KPI Column for Internet zone
  • Fixed KPI Column header look
  • Fixed KPI field set/get value from Services and Console Application
v1.02
(February 18, 2010)
Improvements:
  • Improved integration with site templates
v1.01
(February 01, 2010)
Bugs Fixed:
  • Problem with product version (Setup Wizard only)
v1.01
(January 14, 2010)
Bugs Fixed:
  • Problem with some SharePoint language packs
v1.0
(December 25, 2009)
Initial Release

[PRO] - Professional edition
[ENT] - Enterprise edition

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Related Products

Category Column
Tracking, organizing and grouping list items.
 
Progress Column
Make lists more visualized by displaying numerical data using progress bar.
 
Follow-Up Column
Enables due date flags similar to Microsoft® Outlook® follow-up functionality.
 

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