Create KPI List from Excel Worksheet

KPI Lists are created to indicate the Goal Vs Actual status of critical Business parameters, multiple KPI's can be added to a single KPI List so that the status of all the critical parameters are captured in a single list.

In this post we shall see on how to create a KPI List based on the data in a Published Excel Sheet

First Create an Excel Workbook with the data which you want to represent in the KPI, I have created the following sheet.

Upload the Workbook to a SharePoint Document Library so that we can refer to the sheet from the KPI List.

Once the worksheet is in place, we can go ahead and create the KPI

1. Navigate to the Report Center, and click Site Actions, select View All Site Content.
2. Click Create, Select KPI List under Custom List

3. Enter a name, Description and Click Create.
4. The new KPI List gets created under Lists in the Left side Quick View.
5. Open the KPI list and select New, the list of options are listed

6. Select the Option Indicator using data in Excel workbook.
7. Enter a name, Description and Comments
8. In the field Workbook URL, browser and select the Uploaded Excel Workbook.
9. In the field Cell Address for Indicator Value, browse the Workbook and Select the values for the Goal, Current (Indicator) and the Warning level.

10. Click OK, the values will get displayed in the KPI List settings

11. Click OK
12. The KPI List gets created and the current status is displayed as follows.

That's it, the KPI List has been created based on data from a Published Excel Sheet.