Status List In SharePoint 2010

Nilkantjagtap
Posted by in SharePoint category on for Beginner level | Points: 250 | Views : 25759 red flag

In this article we will have look on Status List of SharePoint 2010.

Introduction


What is Status List?

A Status List in SharePoint 2010 is similar to the KPI List in SharePoint 2007. Status List contains status indicators that represent status of the data. Indicators can be created from several types of data, such as SharePoint List, Excel, SQL Analysis Services, Fixed Value based on Manual Entry.

Status List is a place to track and display set of goals. Colored icons display the degree to which the goal has been achieved. For each indicator, a goal level and a warning level has to be configured. The indicator will be updated automatically based on the content.

So let’s start with Status List.
Note: Before Creating Status List, I am going to create one Custom List and I am going to use data of that Custom List to create Status List Indicator.

1) Go to your Team Site.

2)  Go to “Create page”. Create Page is a central piece of SharePoint sites from where we can add List, Library, Pages, Sub sites into our Current site.

A) Go to Site Actions and then click on More Options, Create Page will open 

                    Or 

B) Click on “Lists” link available on quick launch and then click on “Create” link.


3) After Clicking on Create link here or More Options, “Create” page would open


        A) On create page, in filter by section click on List. 

B) Select “Custom” List Template.

C) Type the name for your Custom list – Here I have typed “Sales”.

D) Click on Create Button.

4) After Clicking on create button, custom list “Sales” would create with one default column “Title”.

Note we cannot delete “Title” column however we can change the name of “Title” column as per our requirement.


Now I am going to change the name of “Title” column

A) Click on “Sales” list on quick launch.

B) Click on List ribbon, and then click on List settings.



C) On List setting page, go to columns section.

D) Click on “Title” link and change the Column name From “Title” to “Month



5) After changing name of “Title” column, let’s add one more column

A) Click on “Sales” list on quick launch.

B) Click on List ribbon, and then click on “Create Column” button.



C) On create column page, In Column Name type “Sales Amount” and select “Currency” as type of data for this             column.


6) Now in Sales List add some items like below



What I want to do?

7) Now I want to create one Status Indicator on “Sales” List Data, 

A. If the Sum of “Sales Amount” is greater than $80000 then Status indicator should display in Green Icon. 

B. If the Sum of “Sales Amount” is   >= $60000   and    <= $80000 then Status indicator should display in           Yellow  Icon. 

C. If both conditions are false then Status indicator should display in Red Icon.

8)  Go to your Team site, go to site Action and then click on More Options, Create Page will open



         A) On create page, in filter by section click on List. 

B) Select “Status List” Template.

C) Type the name for your Status list – Here I have typed “Sales Status”.

D) Click on Create Button.

9) On Sales Status List, Click on new and then select SharePoint List based Status Indicator



10) On Sales Status – New Item page 

             A.   In Name and Description section, for Indicator Name type “Sales Stat”.

            B.   In Indicator Value section, for List Url, click on Brose List Icon.




           C.  On “Select an Asset” web page select “Sales” List (Highlighted in Red Box) and click on Ok.
Note: Do not select any particular item of Sales List; Instead Select a Sales List (See URL Highlighted in Blue box “/Lists/Sales”) 



11) Go to “To specify the indicator value:” Section 

              A.   Select “Calculation using all list items in the view”.

              B.    Then Select “Sum” of “Sales Amount”.



12) Go to “Status Icon:” Section, in “Status Icon Rules:”

          A.  For “Better values are” keep higher.

          B.  For “Display  when value has met or exceeded goal”, type 80000.

          C.  For “Display   when value has met or exceeded warning”, type 60000.

          D.   Finally click on Ok.


13) Now we can see our Sales Stat Indicator in Sales Status List.



Note:  Status Indicator is showing in Green Icon, It indicated that we have exceeded goal value (i.e. Our Sales goal was $80000, But we have achieved $98000)

14) Let’s add this indicator on home page of our SharePoint site.

            A.   Go to home page of your SharePoint site.

            B.     Go to Site Actions and click on Edit page. 


             C.    Go to Insert Ribbon and click on Web part .




             D. On Web part selection page 

                              a.  In Categories section, click on Business Data.

                             b.   In web Parts section, select Status List web part and click on Add.

                E.  Now Status List web part is on our web page, let configure Status List web part

                               a. Click on “Open the tool pane” link on Status List web part.


                   F.  Now at the right hand side of your page, properties window of Status List web part would appear

                                a. In properties window, for Indicator list, click on brose list icon




              G.  On “Select an Asset” web page

                    a. Select your Status List i.e. Sales Status and click on Ok.



                  H.  Now we can see our Sales Status Indicators on home page.


Hope this would be useful for the readers! Thanks and do let me know your comments or feedback.

Reference: http://office.microsoft.com/en-001/sharepoint-server-help/getting-started-with-sharepoint-status- 
                indicators-HA010380634.aspx

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About the Author

Nilkantjagtap
Full Name: Nilkant Jagtap
Member Level: Bronze
Member Status: Member
Member Since: 3/19/2011 6:35:11 AM
Country: India

http://www.dotnetfunda.com
Jagtap Nilkant D. MCSD,MCPD 2.0,MCPD 3.5,MCPD 4.0,MCPD SharePoint,SQL Server , MCT. Working as Technical Trainer.

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