By:Koen Verbeeck | | Related Tips: > Reporting Services KPI
SQL Server Reporting Services 2016 (SSRS) introduces the concept of mobile reports and KPI, followed by Microsoft's acquisition of Datazen. The tip Create a basic KPI in SQL Server Reporting Services 2016 explained how you can create such a KPI in the brand new Reporting Services portal. In this tip, we'll take it a step further and explain additional configuration options for a KPI.
We will use the same test set-up as in the tip Create a basic KPI in SQL Server Reporting Services 2016 , so it's advised to read it first. The tip explains how to create a shared data source, a shared data set and a basic KPI using the result set of the dataset. For the sake of completeness, this is the query used in the dataset:
[code]DECLARE @KPIGoal INT = 75000000;
YTD_TotalExcludingTax = SUM([Total Excluding Tax])
,KPIGoal = @KPIGoal
,KPIStatus = CASE WHEN SUM([Total Excluding Tax]) / @KPIGoal < 0.70 THEN -1
WHEN SUM([Total Excluding Tax]) / @KPIGoal > 0.90 THEN 1
WHERE [Order Date Key] ¡Ý '20160101'
AND [Order Date Key] ¡Ü '20161231';[/code] With the dataset created, you can create a KPI by following the instructions in the tip. Ultimately, your KPI should look like this:
In the Portal, you can mark one or more KPIs (or reports) as your favorites. You can simply do this by clicking on a KPI, which will result in a pop-up. In the pop-up, you simply select Add to Favorites .
When you return to the portal, you can recognize your favorite KPIs by a star in the upper right corner.