BUILDING OUT-OF-THE-BOX BUSINESS SOLUTIONS in Excel

Print DataMatrix in Excel BUILDING OUT-OF-THE-BOX BUSINESS SOLUTIONS

CHAPTER 7 BUILDING OUT-OF-THE-BOX BUSINESS SOLUTIONS
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4. Click OK to return to the Modify Web Part task pane. 5. Change the Title to Tasks Due Today. 6. Click OK. Similarly, modify the second Tasks web part to show Active Tasks. Choose the Active Tasks view, then edit the view to include the Est Compl column. However, you don t need to include Status (the view is filtered for Status = Active). Name the web part Active Tasks.
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Modify the third Tasks web part to show Completed Tasks. Choose the Active Tasks view (there is no Completed Tasks view), then edit the view to include the Date Compl column. Change the filter to Status = Complete. Name the web part Completed Tasks.
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Finalizing and Launching the Site
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Two views are left to create for the Tasks list: Completed Issues and High Priority Issues. These views will be accessed from the Tasks list, not the home page. After creating the views, there are two more tasks to complete before launch: have Brian add an announcement about the purpose of the site, and add the stakeholders as read-only users. The completed SharePoint site shown in Figure 7-10 provides a complete issue tracking solution for Brian and the COS team.
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CHAPTER 7 BUILDING OUT-OF-THE-BOX BUSINESS SOLUTIONS
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Figure 7-10. The home page of the COS Issue Tracking SharePoint site
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After we created the site, Brian reported that his team was using the site proficiently, and his e-mail volume had ramped way down. However, Brian was still receiving e-mails asking about the scheduling of issues. Specifically, managers wanted to know what tasks were scheduled to be completed in the next three days so they could ensure that subject matter experts would be available if the developers had last-minute questions. A Tasks in the Next Three Days view would lower anxiety. This view requires two filter criteria. The estimated completion date, Est Compl, needs to be greater than or equal to today, and less than or equal to the date three days from now (today + 3). You can t use [TODAY] in a filter calculation such as the following:
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Est Compl <= [TODAY]+3
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To create this view, you must first create a calculated column that subtracts three days from Est Compl. Figure 7-11 shows the formula and settings for the ThreeDays calculated column.
CHAPTER 7 BUILDING OUT-OF-THE-BOX BUSINESS SOLUTIONS
Figure 7-11. Creating a column to calculate three days prior to the estimated completion date
Note For more information on TODAY, see the section Applying Date Functions in 5.
Now you can create a filtered view with two criteria: is the estimated completion date on or after today If so, is ThreeDays on or before today Figure 7-12 shows the filter criteria for the NextThreeDays view, which will replace Today s Tasks on the home page.
Figure 7-12. Using the ThreeDays calculation in a filter
CHAPTER 7 BUILDING OUT-OF-THE-BOX BUSINESS SOLUTIONS
The Issue Tracking site features a customized list (Tasks, in this example) maintained by an individual or a team, and a home page that provides other users with transparent access to the list. You could create similar sites for a wide variety of business uses, including the following: Help desk ticket resolution Maintenance requests Inventory; items on hand Expense reimbursement tracking Proposals to be reviewed by a team Order tracking Wherever you find a team member or manager who spends way too much time answering questions from an Excel list, think SharePoint.
Business Solutions Using Charts and Tables
The Issue Tracking site is a decent reporting interface. Stakeholders can get the information they need by reviewing the Tasks list web parts. The next step in SharePoint reporting is a dashboard a web page used to report summary information about one or more aspects of a business. Dashboards are used in every area of organizational life. In this solution, you ll create a Sales Performance dashboard.
The Sales Performance Scenario
Kim works in sales analysis, summarizing information about sales performance by sales person, region, and product line. As in many organizations, the sales people that Kim supports earn a commission, and the commission is designed to provide incentives for meeting specific sales goals. For example, this year, all sales people are guaranteed a 3 percent commission on their sales. In every region that meets or exceed its goal, sales commissions will be increased from 3 percent to 5 percent: a 66 percent increase. The sales force has real skin in the game. Kim knows all the sales people; they call her frequently to inquire about the current totals for regional sales, national sales, and sales by category during special promotions. Information about sales is entered in an Excel spreadsheet. The data includes the name of the client and the client s current and expected orders. For some clients, there s an agreement that only the client s sales people will have access to their data, so sharing the workbook is not an option. Kim needs to control the workbook, and publish parts of
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