How To Create A Dashboard In SharePoint Using Excel

Creating a dashboard in SharePoint using Excel is a powerful way to unleash the full potential of your SharePoint platform. By identifying the relevant data to report and designing a well-thought-out layout, you can effectively visualize and analyze your business process.

To begin, it is essential to determine the metrics and values that accurately represent your business process. This step involves carefully selecting the data points that will provide valuable insights. Once identified, you can proceed to design your dashboard layout in Excel.

When designing your dashboard layout, it is recommended to first sketch out the design on paper or index cards. This helps in visualizing the arrangement of elements and allows for easy modifications. You can also consider collaborating with a graphic designer to enhance the visual appeal and user experience of your dashboard.

After creating the dashboard in Excel, you can seamlessly embed it in SharePoint. The process may vary depending on whether you are using SharePoint Modern Experience or SharePoint Classic Experience. In SharePoint Modern Experience, you can upload the Excel dashboard to a document library and then add a File Viewer web part to the desired page. On the other hand, SharePoint Classic Experience offers the option to utilize either the Excel Web Access web part or the Page Viewer web part to display the dashboard.

It is important to understand that the effectiveness of a dashboard relies heavily on the quality of the data it represents. Selecting accurate and valuable data is crucial for meaningful reporting. Furthermore, enhancing your SharePoint dashboard can be achieved by creating a data model, utilizing pivot tables, and integrating advanced visualization tools such as Power BI. Customizing your dashboard, incorporating filters, and improving interactivity and usability will take it to the next level.

Lastly, Report Builder can be utilized to create insightful reports from the data visualized on your SharePoint dashboard. This tool allows you to dig deeper into your data and extract actionable insights for informed decision-making.

Designing Your Dashboard Layout in Excel

To create an effective dashboard, it is essential to carefully design its layout in Excel. This involves planning the arrangement of your data, visuals, and interactive elements to ensure a user-friendly and visually appealing experience.

One approach to designing your dashboard layout is to start by sketching it out on paper or index cards. This allows you to experiment with different arrangements and iterate on your design before committing to Excel. By visualizing your dashboard beforehand, you can better align it with your business objectives and ensure it effectively communicates the insights you want to convey.

If you’re looking to take your dashboard design to the next level, consider collaborating with a graphic designer. They can help you create visually stunning visuals, icons, and graphics that enhance the overall aesthetics of your dashboard. A well-designed dashboard not only improves usability but also adds a professional touch to your reports and presentations.

Example: Sketching Your Dashboard Layout

Let’s take a look at an example of how sketching can aid in designing your dashboard layout:

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  • Key metrics
  • Charts
  • Filter options
  • Data tables
  • Comparative analysis
  • Interactive elements

Remember, the design of your dashboard should align with the specific needs and goals of your organization. Take the time to carefully plan and iterate on your layout to create a dashboard that effectively communicates your data insights.

To summarize, designing your dashboard layout in Excel involves sketching out the design on paper or index cards, experimenting with different arrangements, and considering the expertise of a graphic designer for enhanced visuals. By carefully designing your layout, you can create a user-friendly and visually appealing dashboard that effectively communicates your data insights.

Enhancing Your SharePoint Dashboard

Take your SharePoint dashboard to the next level by implementing advanced features and enhancing its visual appeal. One way to achieve this is by creating a data model, which allows you to organize and analyze your data more efficiently. With a data model in place, you can easily create pivot tables to summarize and aggregate your data, gaining valuable insights.

Integrating advanced visualization tools like Power BI can also significantly enhance your SharePoint dashboard. Power BI provides dynamic and interactive visualizations, allowing you to present your data in a more engaging and meaningful way. You can create compelling charts, graphs, and maps that will make your dashboard stand out.

Filters are another key feature that can greatly improve the interactivity and usability of your SharePoint dashboard. By incorporating filters, you enable users to dynamically manipulate and explore the data based on their specific needs. This empowers them to drill down into the details and extract the most relevant information.

Customization is crucial when it comes to creating a truly impactful dashboard. Tailor your dashboard to suit your organization’s unique requirements by adding personalized branding, colors, and fonts. By aligning the design with your company’s visual identity, you enhance the overall user experience and reinforce your brand.

Meet the Author

Abdul Rahim has been working in Information Technology for over two decades. Learn how Abdul got his start as a Tech Blogger , and why he decided to start this Software blog. If you want to send Abdul a quick message, then visit his contact page here.