How To Build A Dashboard In Sharepoint

Building a dashboard in SharePoint can enhance your business operations and provide a visual representation of your data. In this step-by-step guide, we will explore the various tools available to build a dashboard in SharePoint and discuss the customization options to tailor it according to your needs.

SharePoint offers a range of tools for dashboard creation, including PerformancePoint Dashboard Designer, Excel Services, Web Part page, Chart Web Part, Status indicators, and Visio Web Access. These tools allow you to create simple or robust dashboards based on your business requirements.

To begin, you can create a simple dashboard for an individual or a small group using a Web Part page. This allows you to add and arrange various Web Parts, such as charts, lists, and KPIs, to create a customized dashboard view.

If you require a more comprehensive and interactive dashboard, PerformancePoint Dashboard Designer is the ideal choice. This tool enables you to create a dashboard with multiple scorecards, reports, and filters. You can analyze your data in-depth and gain valuable insights using the powerful features of PerformancePoint.

When creating a SharePoint dashboard, it is crucial to select the right data to report and choose relevant Key Performance Indicators (KPIs) that align with your organizational goals. Visualizing the data through charts, pivot tables, and hybrid architectures can further enhance the analysis and presentation of information.

Furthermore, customizing your SharePoint dashboard allows you to tailor its appearance, functionality, and content to align with your preferences and specific business needs. You can add filters to make the dashboard interactive and responsive, enabling users to explore and focus on specific data segments.

Lastly, Microsoft’s Report Builder provides a robust platform to create insightful and visually appealing reports based on your SharePoint dashboard data. This tool offers extensive customization options, allowing you to generate reports that provide valuable insights and support decision-making processes.

In conclusion, building a dashboard in SharePoint can revolutionize the way you analyze and present your data. With the array of tools available, you can create a personalized and interactive dashboard that meets your business requirements and enhances your decision-making capabilities.

Tools for Building Dashboards in SharePoint

SharePoint offers a range of tools that can be used to build dashboards, each with its own unique features and functionalities. These tools provide you with the ability to create dynamic and interactive dashboards that can effectively visualize and analyze your data.

One of the key tools available in SharePoint is the PerformancePoint Dashboard Designer. This tool allows you to create robust dashboards with multiple scorecards, reports, and filters. With PerformancePoint, you can design detailed and comprehensive dashboards that provide in-depth insights into your business performance.

Excel Services is another powerful tool that can be utilized to build dashboards in SharePoint. With Excel Services, you can create interactive dashboards by embedding Excel spreadsheets directly into SharePoint pages. This allows you to leverage the spreadsheet capabilities of Excel while also benefiting from the collaboration and sharing features of SharePoint.

In addition to these tools, SharePoint provides other components that can enhance your dashboard creation process. The Web Part page, for example, allows you to create a simple dashboard for an individual or a small group. You can use this tool to display specific data or reports in a visually appealing manner.

Table 1: Comparison of Dashboard Building Tools in SharePoint

Tool Features Functionality
PerformancePoint Dashboard Designer Multiple scorecards, reports, and filters Robust and detailed dashboards
Excel Services Embedding of Excel spreadsheets Interactive dashboards
Web Part page Displaying specific data or reports Simple and visually appealing dashboards
Chart Web Part Visualizing data using charts Enhanced data analysis capabilities

SharePoint also offers tools like the Chart Web Part, which allows you to visualize your data using charts. This tool enhances the data analysis capabilities of your dashboard, making it easier to identify trends, patterns, and insights.

Other tools like Status indicators and Visio Web Access provide additional functionality to your dashboards. Status indicators allow you to display key performance metrics in a visually appealing format, while Visio Web Access allows you to integrate Visio diagrams into your dashboards for enhanced visualization.

When building dashboards in SharePoint, it is important to choose the right tool based on your business needs. Consider the level of complexity required, the amount of data to be analyzed, and the desired level of interactivity. By selecting the appropriate tools and leveraging their unique features, you can create powerful and impactful dashboards that effectively communicate your data and insights.


SharePoint Dashboard Designer Basics. (n.d.). Retrieved from [Link to the original source website]

SharePoint Services. (n.d.). Retrieved from [Link to the original source website]

Creating a Customized SharePoint Dashboard

To create an optimal SharePoint dashboard, it is important to consider data analysis techniques, Key Performance Indicators (KPIs), and customization options that can enhance its functionality and appearance.

When it comes to data analysis, SharePoint offers a range of tools and features. You can use charts to visually represent data trends and patterns, making it easier to understand complex information at a glance. Pivot tables allow you to summarize and analyze large datasets, providing valuable insights into your business performance. By utilizing hybrid architectures, you can combine different data sources and create powerful visualizations that provide a comprehensive view of your organization’s data.

In addition to data analysis techniques, selecting the right KPIs is crucial for creating an effective dashboard. Key Performance Indicators are measurable values that reflect the success of your business objectives. By including relevant KPIs in your dashboard, you can monitor progress, identify areas for improvement, and make data-driven decisions. SharePoint offers various customization options, allowing you to tailor your dashboard’s appearance, functionality, and content to align with your organizational goals. You can add filters to make the dashboard interactive, enabling users to explore data and drill down into specific reports. Furthermore, Microsoft’s Report Builder provides a robust platform for creating insightful reports that complement your dashboard.

By considering data analysis techniques, selecting meaningful KPIs, and utilizing customization options, you can create a customized SharePoint dashboard that not only provides valuable insights but also aligns with your organization’s unique requirements. With the right tools and thoughtful design, your SharePoint dashboard can become a powerful tool for driving informed decision-making and maximizing business performance.

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