PerformancePoint Dashboard using SharePoint List created from MS Project Pro

Hi Everyone,

This will be a longish post so please be patient.

Some background details: I have MS Project Professional 2013. We have a smallish team of about 7-8 people who are working on a software development project.

What I am trying to do: 

1. I have created a project plan and have created a baseline. I then used the same project plan (MPP file) and created a Task list in SharePoint 2013.

2. I mapped additional fields such as Baseline Start, Baseline Finish, Baseline Work, Baseline Duration etc. to be able to compare against actuals.

3. The resources working on the project update the work they do via SharePoint and I am able to update the project plan from the SharePoint list. So far so good.

4. Now, I want to create a project dashboard (preferably in PerformancePoint) that can display various metrics about the project such as Progress (% Complete vs. Baseline % Complete), EAC, ETC, PV etc. I also intend to use a webpart to connect other lists (such as Risks, Issues etc.) to display on this dashboard.

5. I created a data source using the Task list (SharePoint List option) created by MS Project when I sync'd my plan to SharePoint 2013.

6. I assumed that for displaying Progress, I would need to create a KPI and configure the Actual as % Complete and Target as Baseline % Complete to see how we are doing against our baseline. I want to do the same thing, using KPIs, for other measures such as % Work Complete, Remaining Duration (Actual vs. Baseline) etc.

7. My issue is I am unable to find the "measure" in the "Dimensional Data Source Mapping" dialog box that will let me choose anything but % Complete. I am kind of stuck at this point as I cannot see any of the other "measures" I would like to use in KPIs.

Any advice or help would be greatly appreciated.

Thanks

September 9th, 2015 2:33pm

Hi Ashish,

According to your description, you want to create PerformancePoint dashboard from list to compare project plan with actual, however you are unable to select what you want except %Complete in Dimensional Data Source Mapping dialog box.

I suggest you create your KPI via Dashboard Designer to achieve your requirement. By using Dashboard Designer, you can easily create and configure basic KPIs for your dashboard. You can extend those KPIs by configuring them to use additional functionality, such as calculated metrics, dimension filters, and trend indicators.

About how to create and configure a KPI by using Dashboard Designer for your reference:

https://technet.microsoft.com/en-us/library/ff758653.aspx

Thanks,

Dean Wang

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September 15th, 2015 3:03am

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