是否可以根据今天的日期对 KPI 进行评分?

发布于 2024-10-15 09:00:12 字数 267 浏览 7 评论 0原文

我正在 PerformancePoint - SharePoint 2010 中构建 KPI 并进行以下设置:

我们存储了一些文件,它们有一个“审核/到期日期”字段。如果审核日期早于今天的日期,是否可以让 KPI 显示红色?

我认为这可能很简单,但事实证明很难找到可以在 PerformancePoint 中使用的解决方案。

我可以将功能构建到 XML 中,但这会将这些文件与我拥有的所有其他 KPI 分开!

预先感谢一百万的帮助。

富有的

I am building a KPI in PerformancePoint - SharePoint 2010 and have the following setup:

We have some files that are stored and they have a "Review/Expiry Date" field. Is it possible to get the KPI to display red if the review date is less than todays date?

I thought this might be something simple but it's turning out to be really hard to find a solution that I can use in PerformancePoint.

I can build the functionality into XML but that would then seperate these files from all the other KPI's I have!

Thanks a million in advance for any assistance.

Rich

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z祗昰~ 2024-10-22 09:00:12

您的问题的答案在很大程度上取决于您使用的数据源的类型。如果您的数据位于 SQL Server 表中,那么添加另一列来生成“剩余完成天数”或其他内容应该很简单,并且您可以相应地设置目标阈值。

因此,我将创建一个如下所示的表: “

Item   | Review Date | Days Remaining
Task 1 | 10/01/2011  | 95
Task 2 | 1/1/2011    | -30
Task 3 | 2/28/2011   | 12

剩余天数”列将类似于“

SELECT DATEDIFF("dd", [Review Date], GETDATE())

如果您想在 SharePoint 列表中执行此操作,您也可以轻松完成此操作”。我创建了一个简单的任务列表,并添加了一个名为“剩余天数”的计算列。我使用了以下公式:

=[Due Date]-[Today]

创建 KPI 时,只需创建剩余天数目标。您希望越大越好,绿色是 5 天以上的任何内容,黄色是 1 到 5 天之间的任何内容,红色是小于 1 天的任何内容。

这一过程的难易程度实际上取决于您的数据源。祝你好运。

The answer to your question is heavily dependent on the type of data source you're using. If you have your data in a SQL Server table, it should be trivial to add another column that generates a "days left to complete" or something, and you can set your target thresholds accordingly.

So I would create a table that looks like this:

Item   | Review Date | Days Remaining
Task 1 | 10/01/2011  | 95
Task 2 | 1/1/2011    | -30
Task 3 | 2/28/2011   | 12

The Days Remaining column would just be something like

SELECT DATEDIFF("dd", [Review Date], GETDATE())

If you want to do this in a SharePoint list, you can also accomplish this easily. I created a simple task list and added a Calculated Column called Remaining Days. I used the following formula:

=[Due Date]-[Today]

When you create your KPI, just create a Target for Days Remaining. You want Larger is Better, Green is anything above 5 days, Yellow between 1 and 5, and Red is anything less than 1.

The ease of this really depends on your data source. Good luck.

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