Case study: KPI roll-up in MOSS (Part II) « Path to SharePoint

 

In Part I, we created project dashboards at the team level. In Part II, we are going to use the Content Query Web Part (CQWP) and follow these steps to build our executive dashboard:
1/ Collect the project status for all teams in the division
2/ Filter the list to only keep critical projects
3/ Customize the look to render our KPIs

Before you start: key references

Warning! You’ll need a good knowledge of the customization options of the CQWP to apply the method presented in this post.

My purpose here is not to provide a tutorial on the CQWP, for this I’ll just relay the impressive work done by other bloggers. See my earlier post, and in particular the “must read” section. For this specific case study, I recommend Heather Solomon’s tutorial.

Case study: KPI roll-up in MOSS (Part II) « Path to SharePoint

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