How To Create A Dashboard In Sharepoint

Creating a dashboard in Sharepoint can be done using various methods and offers a range of customization options. Whether you prefer PerformancePoint Dashboard Designer for a robust dashboard with multiple scorecards and reports, Excel Services for a dashboard created from an Excel workbook, or a Web Part page suited for smaller groups or teams, Sharepoint has the flexibility to meet your needs.

One of the options available is the Chart Web Part, which allows you to display interactive charts and status indicators for simple scorecards or reports. However, before you begin creating your dashboard, it’s crucial to choose the right data to report. Identifying relevant Key Performance Indicators (KPIs) that align with your organization’s goals and objectives will ensure that your dashboard provides valuable insights and drives decision-making.

Once you have determined the data and KPIs, you can customize your Sharepoint dashboard to make it visually appealing and aligned with your organization’s branding. Take advantage of pre-built templates to save time and easily create a polished dashboard layout. If you want to enhance interactivity, adding filters allows users to drill down into specific data and explore information further.

To create insightful reports for your dashboard, Microsoft’s Report Builder can be a valuable tool. With its features and functionalities, you can present data in a meaningful way and provide in-depth analysis to support decision-making processes.

With Sharepoint’s step-by-step guide, navigation through the creation of your dashboard becomes effortless. By utilizing the various options available and implementing customization tips, you can create a compelling Sharepoint dashboard that meets your organization’s unique requirements.

Choosing the Right Option for Your Dashboard

SharePoint offers several options for creating a dashboard, each with its own advantages depending on your specific needs. Whether you require a robust dashboard with multiple scorecards and reports, or a simple scorecard or report with interactive charts and status indicators, there is a solution for you.

PerformancePoint Dashboard Designer: This tool is ideal for creating comprehensive dashboards that include multiple scorecards and reports. With PerformancePoint Dashboard Designer, you can easily integrate data from various sources and build interactive visualizations that provide valuable insights for decision-making.

Excel Services: If you are comfortable working with Excel, Excel Services is a great option for creating a dashboard. By using an Excel workbook, you can leverage the familiar Excel interface to analyze and visualize data. Excel Services also allows for real-time data updates, ensuring that your dashboard always reflects the latest information.

Web Part page: For small groups or teams, a Web Part page can be a suitable choice. This option allows you to customize and personalize your dashboard by adding different web parts, such as lists, calendars, and documents. It offers flexibility and collaboration features that cater to a small team’s specific requirements.

Chart Web Part: If you are looking for a simple scorecard or report with interactive charts and status indicators, the Chart Web Part is a valuable tool. It enables you to display data in a visually appealing format, making it easy to track key metrics and performance indicators at a glance.

Tool Advantages
PerformancePoint Dashboard Designer – Robust dashboards
– Multiple scorecards and reports
– Integration of data from various sources
Excel Services – Familiar Excel interface
– Real-time data updates
– Analysis and visualization capabilities
Web Part page – Customizable and personalized dashboards
– Collaboration features
– Flexibility
Chart Web Part – Simple scorecards or reports
– Interactive charts and status indicators
– Visual appeal

Choosing the Right Option for Your Dashboard

When selecting the right option for your SharePoint dashboard, consider your specific requirements, the complexity of the data you need to analyze, and the level of interactivity and customization you desire. Each option has its own unique features and advantages, so it’s important to evaluate them in relation to your organization’s goals and objectives.

By choosing the right tool, you can create a dashboard that effectively communicates information, empowers decision-making, and drives performance improvement within your organization.

Selecting Relevant Data and Key Performance Indicators (KPIs)

To create an impactful Sharepoint dashboard, it is crucial to choose the most relevant data and select appropriate Key Performance Indicators (KPIs). The success of your dashboard relies on displaying the right information that aligns with your organization’s goals and objectives. This section will guide you through the process of selecting the data and KPIs that will provide valuable insights and drive decision-making.

Identifying Key Performance Indicators (KPIs)

When selecting KPIs for your dashboard, it’s important to focus on metrics that directly measure the success of your business objectives. Start by identifying the key areas of your organization that are critical to achieving your goals. For example, if your goal is to increase customer satisfaction, you may want to track metrics such as customer retention rate, Net Promoter Score (NPS), or average response time to customer inquiries. These metrics will help you gauge the effectiveness of your strategies and identify areas for improvement.

Once you have identified the key areas, consider the specific KPIs that best represent each area. Each KPI should be measurable, actionable, and relevant to your organization’s goals. It’s also important to keep the number of KPIs manageable to avoid overwhelming the dashboard with excessive data. Choose KPIs that provide a comprehensive view of your organization’s performance while remaining concise and easy to understand.

Presenting and Prioritizing KPIs on the Dashboard

When presenting the selected KPIs on your Sharepoint dashboard, it’s essential to prioritize them based on their relative importance and relevance to your business objectives. Consider using tables or visualizations to display the KPIs in a clear and concise manner. Tables can provide detailed information, while visualizations such as charts or graphs can help stakeholders quickly grasp the overall performance and trends.

KPI Description Goal Status
Customer Retention Rate Percentage of existing customers retained over a specific period 95% 92%
Net Promoter Score (NPS) Measurement of customer loyalty and likelihood to recommend 70 75
Average Response Time Time taken to respond to customer inquiries 24 hours 18 hours

By presenting the KPIs in a visually appealing and easily understandable format, your Sharepoint dashboard will become a powerful tool for monitoring progress, identifying trends, and making informed decisions to drive your organization forward.

Customizing and Enhancing Your SharePoint Dashboard

Customizing your SharePoint dashboard allows you to create a unique and tailored experience, and there are various options available to enhance its functionality and visual appeal. One way to personalize your dashboard is by using pre-built templates. These templates provide a quick and easy way to give your dashboard a polished look and feel, saving you time and effort in the design process.

Additionally, adding filters to your SharePoint dashboard can greatly increase interactivity. Filters allow users to drill down into specific data, providing them with the ability to explore the information that is most relevant to them. This level of customization enhances the user experience and makes the dashboard more intuitive and user-friendly.

Another valuable tool for customizing and enhancing your SharePoint dashboard is Microsoft’s Report Builder. This powerful tool enables you to create insightful reports that can be integrated seamlessly into your dashboard. With Report Builder, you can analyze your data in depth, identify trends, and make data-driven decisions.

Overall, customizing and enhancing your SharePoint dashboard not only improves its visual appeal but also enhances its functionality and usability. By using pre-built templates, adding filters, and leveraging Microsoft’s Report Builder, you can create a dashboard that not only looks great but also provides valuable insights for your organization.

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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.