How To Create A Report In SharePoint 2013

SharePoint 2013 offers multiple tools and features that allow users to create insightful reports using different data sources and visualization options. Whether you need to analyze data, track progress, or present information to stakeholders, SharePoint has got you covered.

The first step in creating a report is to determine the information you want to include and identify the data sources you will use. If you’re unsure about data sources or user permissions, don’t hesitate to reach out to your SharePoint administrator for assistance.

Once you have the necessary information and data sources, you can choose the report creation tool that best suits your needs. SharePoint 2013 provides several options, each with its own unique capabilities.

If you’re dealing with data sets and want to create charts and tables, Excel Services is the way to go. Connect to various data sources, create interactive dashboards, and even work with complex data models using PowerPivot and Power View.

If you need to bring together multiple reports in a dashboard format, PerformancePoint Dashboard Designer is your ally. Combine PerformancePoint scorecards, Excel Services reports, and SQL Server Reporting Services reports into a single, powerful dashboard.

For those looking to create data-connected diagrams, Visio and Visio Services have got you covered. Whether it’s network infrastructure diagrams or floor plans, Visio allows you to create visually stunning diagrams that are connected to your data.

And let’s not forget about SQL Server Reporting Services, which offers a wide range of powerful reporting capabilities. Create, share, and distribute reports that provide valuable insights to your team and stakeholders.

SharePoint also provides out-of-the-box solutions for customization and advanced reporting. You can create custom views within SharePoint lists/pages to tailor the report exactly to your needs. Additionally, the integration with Power BI, Microsoft’s business analytics service, allows you to generate reports by visualizing data in charts and diagrams.

With SharePoint, you have the freedom to customize, publish, and share your reports with your team. However, some features may require a Power BI Pro license, so keep that in mind when exploring all the possibilities.

Overall, SharePoint 2013 offers a robust set of tools and features for report creation. Take advantage of the various options available and unleash the full potential of your data.

Tools for Creating Reports in SharePoint 2013

SharePoint 2013 offers a range of tools such as Excel Services, PerformancePoint Services, Visio Services, and SQL Server Reporting Services for creating reports with different functionalities and data connections. To create a report in SharePoint 2013, the first step is to determine the information you want to show in the report and identify the data sources you will use. You may need to contact a SharePoint administrator for help with data sources and user permissions.

Once you have the necessary information and data sources, you can choose the report creation tool you want to use. For example, with Excel Services, you can create reports, scorecards, and dashboards by connecting to various data sources and creating charts and tables. Excel’s PowerPivot feature enables you to create complex data models with multiple tables and relationships. Power View allows you to create interactive dashboards and mash-ups. PerformancePoint Dashboard Designer brings together various reports, including scorecards and SQL Server Reporting Services reports. Visio and Visio Services are used to create data-connected diagrams like network infrastructure diagrams and floor plans.

SQL Server Reporting Services, another tool in SharePoint, allows you to create and share powerful reports. SharePoint also provides out-of-the-box solutions for report customization, such as creating custom views within the SharePoint list/page, and using Power BI as a dedicated reporting solution. Power BI, Microsoft’s business analytics service, can generate SharePoint list reports by visualizing data in charts and diagrams. The reports can be customized by adding or removing fields, summarizing numerical information, and editing the report layout. However, some advanced features may require a Power BI Pro license.

Summary

In summary, SharePoint 2013 offers a range of tools for creating reports, including Excel Services, PerformancePoint Services, Visio Services, and SQL Server Reporting Services. These tools provide different functionalities and data connections to meet various reporting requirements. Additionally, SharePoint provides out-of-the-box solutions like custom views and Power BI for report customization and advanced analytics. By leveraging these tools and features, users can generate powerful reports and visualizations to enhance productivity and decision-making within their organizations.

Tool Functionality Data Connections
Excel Services Create reports, scorecards, and dashboards Connect to various data sources
PerformancePoint Services Create dashboards and bring together various reports Includes scorecards, Excel Services reports, and SQL Server Reporting Services reports
Visio Services Create data-connected diagrams Network infrastructure diagrams, floor plans, etc.
SQL Server Reporting Services Create and share powerful reports Wide range of data connections

Customizing and Sharing Reports in SharePoint 2013

Once you have created your report in SharePoint 2013, you can further customize it using Power BI, create custom views, and easily share it with your team through SharePoint’s collaboration features.

Power BI, Microsoft’s business analytics service, offers a dedicated reporting solution within SharePoint. By visualizing your data in charts and diagrams, Power BI can generate a SharePoint list report. With Power BI, you have the flexibility to customize the report by adding or removing fields and summarizing numerical information. You can even edit the report to ensure it meets your specific requirements.

In addition to Power BI, SharePoint provides several out-of-the-box solutions for customizing and sharing reports. One option is to create custom views within the SharePoint list or page. This allows you to define unique filters, sorting options, and formatting settings to present your data in a way that is meaningful to your team.

Furthermore, SharePoint’s collaboration features enable easy sharing and collaboration on your reports. You can publish the report for your team to access, review, and provide feedback. SharePoint’s robust permission settings allow you to control who can view, edit, or contribute to the report, ensuring data security and confidentiality.

In conclusion, SharePoint 2013 offers a range of tools and features for customizing and sharing reports. From using Power BI to create visually appealing reports, to leveraging custom views and SharePoint’s collaboration capabilities, you have the means to tailor your reports to your specific needs and seamlessly collaborate with your team.

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