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The blog for SharePoint, InfoPath, and Designer, along with business and technology insight….. plus a little NYC

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JQuery dashboards to SharePoint: How To

 

This post outlines the steps to apply JQuery dashboards to a SharePoint 2010 page.

-No coding or administration is required.

– Further details see Alexander Bautz post.  he did the heavy lifting, this is a more step by step approach to his code.

Skillset: Power user, you should be familiar adding content to SharePoint pages. Eg: Content Editor web parts

-The data has to reside in lists

Steps

 

Add these components to your Site.

  1. Copy the contents of this JS file into the Site Assets library of the site: Click here

  1. Create a list in the site called GoogleVisualization_InteractiveChartsConfig (This name has to be exact) . This list should be based from a list template called. If this templatge doesn’t exist in the site collection, email SharePoint Support and they will add it.

    This is the template that needs to be added by the site collection administrator. Click here

     

  2. Goto the page were you want to display the charts
  3. Add 2 Content Editor web parts parts to the page where to want to display th charts

TIP: To understand how to add a content editor web part, click here.

  1. Add the following HTML code into the Chart 1 Content Editor web part

<div id=”MyChart1″>&#160;</div>

 

  1. Add the following HTML code to the HTML footer code Content Editor web part

<script type=”text/javascript”>

 

// All charts must be represented by a container with a unique id. This container must be present in the page

arrOfChartContainers = [“MyChart1”];</script><script src=”/sites/Sales_and_Trading/client_relationship_management/DashboardBoard/SiteAssets/js/jquery.min.js” type=”text/javascript”></script><script src=”http://www.google.com/jsapi” type=”text/javascript”></script><script src=”/sites/Sales_and_Trading/client_relationship_management/DashboardBoard/SiteAssets/js/ChartUsingGoogleVisualizationAPI_v2.9.3.5.js” type=”text/javascript”></script>

NOTE: The path in the HTML above must correspond to the path of your site.

  1. Save content editor web part and the page.

 

The HTML is now saved on the page. The chart must now be configured.

 

 

  1. Click on the download arrow of the web part.

 

  1. Complete the Chart configuration menu:

From this:

 

To

 

  1. Click Save

    The chart should display:

     

    To add additions charts to the page. Add additional content editors:

    With the HTML : <div id=”MyChart2″>&#160;</div>

     

    And make the addition to the HTML footer:

    = [“MyChart1”, “MyChart2”];</script><script src=”/sites

     

Further Reading:

 

The API

 

Graph options:

 

 

 

 

 

 

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Getting Excel data into SharePoint.. The simple way

Scenario

You are working on a project that requires that migration of Excel data to be pushed into a SharePoint list, where the business process can leverage off all the benefits of SharePoint, such as workflows, views, alerts, etc.

Now the natural way to do this migration is to create a new list with the Import Spreadsheet option.  This approach is problematic for a number of reasons.

–          If there’s a lot of data with complex data types, not all the data maybe exported out of Excel

–          There is no error checking in the import process.

–          You can’t do any data manipulation in the process, ie.  Merging fields, or perhaps items from other lists

–          And the biggest drawback is that just when you’ve got the data perfect in the SharePoint list, the person who gave you the data in Excel, then emails you an updated data file.. Typical.

I recommend using MS Access for the following reasons:

-There is error handling

-Data can be manipulated, yes even different lists

-With 2010, this can even be used with InfoPath forms in lists

-You probably have Access already installed on your PC

Folks are often put off with using the MS Access program and view it as an alien body software.  It’s not and it’s easy to use, yes even for non technical users.

If you are doing a fair bit of importing of data from Excel, this approach this will save you a boat load of time, trying to get data correctly imported into SharePoint.

This video shows you how to do it.

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Why Business Intelligence Solutions with SharePoint 2010 Seminar

I’m speaking at a breakfast event:

Where and When:

Microsoft NJ Office – NJ 101 Wood S, Iselin, NJ – Sea Isle Room

Date & Time: Thursday, November 17, 2011, 8:30am-11:30am

To Register:

To register for this event, please click on the following link Microsoft Link:

http://www.clicktoattend.com/?id=157854

8:30 AM Registration & Breakfast
9:00 AM Presentation: SharePoint 2010 Business Intelligence

  • How BI can benefit midsized companies
  • Review of terms
  • BI tools in SharePoint 2010
  • Excel Services
  • BI for the masses. It’s more affordable than you think
  • Practical hands on demonstration
  • Code and instructional give away.
11:00 AM Q&A & Raffle

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200 Countries, 200 Years

  Mark Miller     from NothingButSharePoint, spoke at tonights’s SharePoint NYC User Group’s meeting and discussed amoung other things, future graphing methods, such as this:

More about this programme: http://www.bbc.co.uk/programmes/b00wgq0l
Hans Rosling’s famous lectures combine enormous quantities of public data with a sport’s commentator’s style to reveal the story of the world’s past, present and future development. Now he explores stats in a way he has never done before – using augmented reality animation. In this spectacular section of ‘The Joy of Stats’ he tells the story of the world in 200 countries over 200 years using 120,000 numbers – in just four minutes. Plotting life expectancy against income for every country since 1810,

 Hans shows how the world we live in is radically different from the world most of us imagine.  Nobody can say statistics is boring after this!

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Free webinar: Best Practices for Pervasive BI

Understand the key Business Intelligence (BI) best practices that are necessary for company-wide BI deployment.

Learn the critical BI capabilities that will empower even your company’s non-technical decision makers to create easy-to-build and easy-to-understand Business Performance Management reports utilizing advanced analytics.

Click here

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Microsoft Brings Business Intelligence to the Masses With SharePoint

Q&A: Kurt DelBene, senior vice president of the Office Business Platform Group at Microsoft, discusses changes to Microsoft’s business intelligence strategy, including how customers and their businesses will benefit through pervasive BI.

link

Not 100% sure this is the reason why PerformancePoint Server was discontinued

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MS’s BI focuses on SharePoint,

Apparently based on customer feedback, Microsoft has decided to consolidate Microsoft Office PerformancePoint® Server scorecard, dashboard, and analytical capabilities into Office SharePoint Server Enterprise as PerformancePoint Services. This consolidation will enable BI to deliver capabilities via SharePoint.

Key Information
· New service opportunities. With Office SharePoint Server and SQL Server deployed to more than 100 million people worldwide, BI capabilities in Microsoft platform products can increase opportunities for you to deliver BI to more people and to help customers make better, faster, more relevant decisions. With the innovation announced around self-service analysis in the upcoming SQL Server release, code-named Kilimanjaro, you can take advantage of a truly unified platform and create richer information management solutions that can lower customers’ total cost of ownership and speed return on investment.

· Planning, budgeting, and forecasting. Office PerformancePoint Server SP3 will be the final release of the Planning module. Through an extensive review, Microsoft concluded that planning is not critical to driving broad BI deployment, but can be better served through tight alignment with customer enterprise resource planning or general ledger investments, such as those within Microsoft Dynamics® business management software. You can successfully support customers by integrating specialized applications into broader Microsoft technology platforms.

· Certifications remain valid. The Microsoft Partner Program Business Intelligence competency will remain intact, but will decrease the focus on financial planning, budget, and consolidation in the Performance Management specialization; the competency focus on scorecards, dashboards, and analytics will increase. Microsoft will honor all current certifications already attained by partners in these areas.

· What action should you take? Microsoft has communicated its BI strategy directly to existing Office PerformancePoint Server customers. You’ll also want to communicate this change directly to your customers. As always, Microsoft will support you and our mutual customers through this transition period.

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