I have a client who when they upgraded to SL 2011 their KPI's webpart no longer has an option to "Refresh Data". Instead, it just offers the ability to export to Excel.
I have verified the web part, the KPI Query that is connected and do not see anything that has changed. I looked at the old WebPart and the new one. Nothing looks idferent.
Any thoughts?
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Hi Robert,
Can you give more details. When displaying a KPI, next to the amounts, you should be able to click on a small arrow that displays some options: View Details, View Related KPI's, Recalculate Data, About this KPI, and Export to Excel. Do you not have any of these options or is just the Recalculate Data option missing? Do you have the arrow that you can click on next to the amount of the KPI?
This is from the KPI user manual:
Who can recalculate KPI values
When you create the query for a KPI, you’ll specify which entity and data
permission will be used in the query. You’ll then specify which roles will be able to
view the calculated values when they’re displayed on a KPI page or in a web part,
and you’ll give the selected roles access to the KPI Default Permission so the users
within those roles can view the KPIs.
However, users will be able to recalculate these KPI values only if the data
permissions that are used in the query are assigned to the users or their respective
roles.
For example, suppose you have a KPI that is based on a query that uses the Sales
Document entity and the SalesDocument - All data permission. If users have the
SalesDocument - All data permission assigned to them, those users can recalculate
the KPI values. Otherwise, those users can only view the KPI values that were
calculated the last time the KPI Scheduler ran.
Let me know if this helps.
Carolyn,
Actually, that is the problem that we don’t have that option. Neither the administrator nor the user.
Hi Robert,
When you click on a value in a KPI, you should have an option to Recalculate Data. Do the users not have this option?
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