KPI Indicator won't update from Sharepoint List

Question

I have an indicator that is tied to a view of a Sharepoint InfoPath Forms Library.

The InfoPath Form is exposing a column that is a number. The KPI is supposed to sum this column, but it isn't. I have three forms in a particular view. They each have a 1 in this column. The column is listed as integer when I dive into the content type information.

So the indicator should say the value is 3, but it says the value is 0.  My KPI is configured for less is better, with 3 being green and 5 being Yellow. So I should expect the indicator to go Yellow at this point.

Thoughts?

MOSS 2007 SP1

Thanks,
Doug

Answer 1

Anyone have any ideas???

Thanks.

Answer 2

I have the same issue--I would think this would be a pretty common requirement--I'm using InfoPath for an order form, have exposed the order quantity in each form as a column in the library, and want to base a KPI on how well we are doing on orders vs. our target without opening each form! Any ideas of how to accomplish this would be much appreciated!!

Answer 3

I've discovered a workaround--it seems the KPI won't recognize a column that is based directly from an InfoPath form, but if you create a new column of type calculation, and set it to the value of the InfoPath column, then the KPI will recognize it.

1. Publish InfoPath form and select the attribute you want to expose to the library as a column
2. Go to the library settings in SharePoint and create a new column
3. Make the new column a calculated column
4. Select the InfoPath column as the basis for your new column. No need for an equations, just move the InfoPath column into the Formula window and click OK
5. Set up your KPI to use the calculated column and it will report the value from the InfoPath column.