How To Create Dashboard In Sharepoint 2010

Creating a dashboard in SharePoint 2010 can be achieved using various tools and techniques. In this section, we will explore how to create a robust dashboard using PerformancePoint Dashboard Designer and a simple dashboard using SharePoint Server.

To create a robust dashboard in SharePoint 2010, one of the options available is to use PerformancePoint Dashboard Designer. This powerful tool allows you to create a dashboard with multiple scorecards, reports, and filters, providing you with comprehensive insights into your data.

If you’re looking for a simpler dashboard for an individual or small group, SharePoint Server offers the option to create a Web Part page. This allows you to customize and display specific content, making it suitable for creating a straightforward dashboard.

When creating a dashboard, it’s essential to select the appropriate metrics and data to report. The chosen data should be quantitative and accurately represent the current status, progress towards goals, and predictions for the future.

Excel is a popular tool for designing dashboards as it allows for easy layout and visualization of data. Once you’ve created the dashboard in Excel, it can be embedded in a SharePoint page. In SharePoint Online with the modern experience, you can add a File Viewer web part to display the Excel dashboard directly on the page. In SharePoint 2013 or 2016, you have two options: the Excel Web Access web part or the Page Viewer web part.

For displaying the dashboard, the Excel Web Access web part is recommended. This versatile tool allows you to specify the URL of the dashboard file and customize its appearance. You can adjust the height and width of the text box to ensure the entire dashboard is visible without scrolling.

Creating a dashboard is not just about visualizing data; it’s about selecting the right data to report. It’s crucial to involve your team in identifying the metrics and data that accurately represent your business process. A well-designed and meaningful dashboard can effectively communicate project status and promote employee performance.

Tools for Creating a Dashboard in SharePoint 2010

There are several tools available in SharePoint 2010 that allow you to create a dashboard. Two popular options include PerformancePoint Dashboard Designer and SharePoint Server. PerformancePoint Dashboard Designer is a powerful tool that enables the creation of robust dashboards with multiple scorecards, reports, and filters. It provides a comprehensive set of features for visualizing data and producing interactive dashboards.

SharePoint Server, on the other hand, offers a simpler approach to dashboard creation, making it suitable for individual or small group use. With SharePoint Server, you can create a Web Part page to display your dashboard. This option is ideal for those who prefer a more straightforward dashboard layout without the need for advanced features.

To decide which tool is best for your needs, consider the complexity of your dashboard requirements and the level of customization you desire. If you are looking for a highly customizable and feature-rich solution, PerformancePoint Dashboard Designer may be the better choice. However, if simplicity and ease of use are your top priorities, SharePoint Server’s Web Part page can provide a more straightforward solution.

PerformancePoint Dashboard Designer

PerformancePoint Dashboard Designer offers advanced capabilities for creating dynamic and interactive dashboards. With its intuitive interface, you can easily create scorecards to track key performance indicators, reports to analyze data, and filters to refine your dashboard views. The tool also allows you to connect to various data sources, ensuring that you have access to the information you need to create meaningful visualizations.

SharePoint Server’s Web Part Page

SharePoint Server’s Web Part page offers a simpler alternative for creating a dashboard in SharePoint 2010. By adding Web Parts to your page, you can easily incorporate elements such as lists, charts, and reports. While this option may not provide the same level of customization as PerformancePoint Dashboard Designer, it offers a user-friendly interface and a quick way to display data in a visually appealing manner.

Tool Features
PerformancePoint Dashboard Designer – Robust dashboard creation
– Multiple scorecards, reports, and filters
– Advanced data visualization
– Customizable and interactive
SharePoint Server’s Web Part Page – Simple dashboard creation
– Easy-to-use interface
– Quick data display

In conclusion, when creating a dashboard in SharePoint 2010, you have several tools at your disposal. PerformancePoint Dashboard Designer and SharePoint Server’s Web Part page are two popular options that cater to different needs. Take into consideration the complexity of your dashboard requirements and the level of customization you desire to determine which tool is the best fit for your project.

Using Excel for Designing Dashboards in SharePoint 2010

Excel is a widely used tool for designing dashboards in SharePoint 2010. It offers flexibility in layout and visualization of data, and the created dashboard can be easily embedded in SharePoint pages. Whether you are working with SharePoint Online, SharePoint 2013, or SharePoint 2016, Excel provides valuable features for designing visually appealing and informative dashboards.

Embedding Excel Dashboards in SharePoint Pages

When designing a dashboard in Excel for SharePoint 2010, you have multiple options for displaying it on SharePoint pages. In SharePoint Online with the modern experience, you can take advantage of the File Viewer web part. This web part allows you to directly display the Excel dashboard on the page, eliminating the need for users to download and open the file separately.

In SharePoint 2013 or 2016, you can choose between two web parts to embed your Excel dashboard. The Excel Web Access web part is recommended for displaying the dashboard. It allows you to specify the URL of the dashboard file and customize the appearance. You can adjust the height and width of the text box to ensure the entire dashboard is visible without scrolling.

Collaborating and Customizing Dashboards in Excel

One of the advantages of using Excel for designing dashboards is the ability to collaborate with others. Excel allows multiple users to work on a dashboard simultaneously, making it easier to gather input and ensure accuracy. Additionally, you can customize the dashboard by adding charts, graphs, and other visual elements to enhance the presentation of your data.

Advantages of Using Excel for Designing Dashboards in SharePoint 2010
Flexibility in layout and visualization of data
Easy embedding of dashboards in SharePoint pages
Collaboration and customization options

To create a meaningful dashboard in SharePoint 2010 using Excel, it is crucial to involve your team in identifying the metrics and data that accurately represent your business process. By selecting the right data to report, you can effectively communicate project status and promote employee performance. With Excel’s powerful features and SharePoint’s integration capabilities, you can create informative and visually appealing dashboards to support your organization’s goals.

Creating Meaningful Dashboards in SharePoint 2010

Creating a meaningful dashboard in SharePoint 2010 is not just about visualizing data; it’s about selecting the right metrics and data that accurately represent the business process. By involving your team in this process, you can create dashboards that effectively communicate project status and drive employee performance.

To create a dashboard in SharePoint 2010, you have several tools available. One option is to use PerformancePoint Dashboard Designer, which allows you to create a robust dashboard with multiple scorecards, reports, and filters. Another option is to create a Web Part page using SharePoint Server, which is suitable for creating a simple dashboard for an individual or small group.

When creating a dashboard, it is important to select the appropriate metrics and data to report. The data should be quantitative and represent the current status, progress towards goals, and predictions for the future. Having a clear understanding of the metrics and data that are relevant to your business process is crucial in creating a meaningful dashboard.

Excel is a popular tool for designing dashboards, as it allows for easy layout and visualization of data. Once the dashboard is created in Excel, it can be embedded in a SharePoint page. In SharePoint Online with the modern experience, you can add a File Viewer web part to display the Excel dashboard directly on the page. In SharePoint 2013 or 2016, you have two options: the Excel Web Access web part or the Page Viewer web part.

The Excel Web Access web part is recommended for displaying the dashboard. It allows you to specify the URL of the dashboard file and customize the appearance. You can adjust the height and width of the text box to ensure the entire dashboard is visible without scrolling.

Creating a dashboard is not just about visualizing data; it is about selecting the right data to report. It is important to involve your team in identifying the metrics and data that accurately represent your business process. A well-designed and meaningful dashboard can effectively communicate project status and promote employee performance.

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