How do I configure Key Performance Indicator (KPI) flags?

In this article, you will learn how to configure a calculated field to show an indicator flag.

Within the EPM Live Site, several of the calculated columns are also used to render Key Performance Indicators (KPI) colored indicator flags based on data from other columns. For example, the Issue Status calculated field will display a red, yellow, or green indicator based on the Total Rollup Active Issues field. Be aware of the related data and settings between multiple fields and types that work together to render a final output to the user. Below is an example list of calculated KPI fields that are available for calculation references.

  • Issue Status KPI Indicator Flag
  • Risk Status KPI Indicator Flag
  • Budget Status KPI Indicator Flag
  • Schedule Status KPI Indicator Flag
  • State Indicator KPI Indicator Flag

1. Navigate to the List Settings

Navigate to the List App.  

  1. On the View Toolbar, select the Settings Gear.

2. Create a New Column

Below all the List Columns/Fields, click the Create Column link.

3. Enter Column Name and Select Calculated Column Type

  1. Enter Column Name.
  2. Select the Column type: Calculated (calculation based on other columns).

4. Enter the Description

When configuring an existing or a new Calculated Field to show an indicator flag, the word “Indicator” must show in the Description of the Field. The word indicator tells the system to show the graphic with the indicated name.  Without the word indicator, the results will show the name of the graphic, instead of the visual graphic (ex: green.gif).

5. Enter the IF Statement Formula

Example formula: =IF([% Complete]=100%,"checkmark.GIF",IF([% of Overdue]>=20%,"RED.GIF",IF([% of Overdue]>=10%,"YELLOW.GIF","GREEN.GIF")))

The IF statement returns strings “RED.GIF”, “YELLOW.GIF” or “GREEN.GIF”. These output strings are what renders the images. The red, yellow, and green images are copied to the SharePoint environment as a part of the EPM Live installation.

For On-Premise customers, you may use custom images into the Images folders for use in calculated fields.  If you want to use additional images, have the SharePoint Administrator upload the images to the SharePoint images directory.  The following is an example directory path for the images directory:

C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\14\TEMPLATE\IMAGES.

Note: The Grid/Gantt web part renders the GREEN.GIF as a green icon rather than the text name of the icon.  If you have indicators showing as GREEN.GIF, etc. in a List App view or Dashboard, verify if the Grid/Gantt Web Part has been added to that List App View or not.

6. Select Data Type Returned

For the data type returned, select Single line of text.

Select whether or not to add this new field to the default view.

7. Save New Column

When finished, click OK.



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