SharePoint Dashboard

A related group of an interactive scorecard that reports views organized together in a SharePoint or Web-hosted site is a dashboard.

SharePoint Server facilitates you to build and use dashboards that provide well-maintained information in an easily accessed central location. SharePoint Server tools can be used to generate and use dashboards that are appropriate for a team, group, entire organization, or an individual.

Why use a Dashboard?

Dashboards help to connect complex projects and statuses simply and clearly. If designed in the correct way dashboards are easier to read. They also save time by representing a huge amount of data in one easy-to-understand place. It becomes easy to compare actual to projections with dashboard and they also help in promoting employee performance.

It is a graphical way to denote data. A dashboard without data is pointless while data without a dashboard can still be useful.

Selecting the correct data to report

Building a dashboard is tough while putting it into SharePoint is not. It is not just about building colorful graphics, assembling pretty indicator icons, and displaying large numbers. You have to source the data somehow. Data extracted for these reports should not be subjective. You have to recognize what data is representative of your current status, your advancement toward your goals, and forecasts for the future; and you have to do it all quantitatively.

To create a good dashboard, it’s very likely you’ll have to classify new data to use to denote these values. Begin with the data that best represents your business process. It can be revenue? Support tickets completed? Employee’s on-boarded? Now consider the factors that impact that data point. Then decide upon the metrics that align with those factors? Include all the factors as metrics on your dashboard.

Looking to hire qualified and experienced SharePoint Dashboard Developer?

We are Microsoft Certified Gold Partner with hands-on experience in SharePoint Dashboard Development.

SharePoint Modern Experience

If you are using SharePoint Online or Office 365 Group/Team site and choose to make the best of the modern SharePoint experience you will be using a modern SharePoint page. As compared to the classic it is suggestively easier getting your dashboard up and running in SharePoint Online modern.

  1. If yet you have not uploaded the dashboard into a document library, upload it.
  2. Open the file, take your cursor in cell A1, then save the file and close it. Anytime you edit the file, do this. This confirms the file will always open with A1 in the top corner as opposed to another cell, that would affect how it demonstrations on your page.
  3. On the dashboard file, update permissions. If you wish that only active contributors can have access to it, but leave it as read-only to everyone else, ensure you do that before you post the dashboard to a page.
  4. Designate an already-existing page or create a page that the dashboard will display.
  5. Click the + icon and edit the page to add a new web part. Select File Viewer. Choose the file from the browser that pops up.

And there you are! You may have to change the settings slightly here and there, but it should get to your destination. You can omit some of the sections and jump straight to PowerPoint can work too.

SharePoint Classic Experience

You have two methods if you are using SharePoint 2013 or 2016 (or even SharePoint Online without modern sites) based on

  1. Whether both selections are available and 2. Which choice displays better in your opinion. Before you decide finally, you need to ensure the Excel workbook is available in the SharePoint site you’re going to establish it in. 1. Upload the dashboard into a document library, if you have not.
  2. Open the file, take your cursor in cell A1, then save the file and close it. Anytime you edit the file, do this. This confirms the file will always open with A1 in the top corner as opposed to another cell, that would affect how it demonstrations on your page.
  3. On the dashboard file, update permissions. If you wish that only active contributors can have access to it, but leave it as read-only to everyone else, ensure you do that before you post the dashboard to a page.
  4. Designate an already-existing page or create a page that the dashboard will display.

Copy the URL to the dashboard file.

Excel Web Access Web Part

First, go into the page you’re going to display the dashboard on. Go to the ribbon and click the Page tab > Edit. Now see if you have the web part, and if so, insert one: Go to the page you are going to display the dashboard on, then

  1. From the Ribbon, click on the Insert tab > Web Part.
  2. Click Business Data.
  3. Click Excel Web Access.
  4. Click Add.

Now if you have the web part and you have inserted it, you will now have to communicate the web part to display the dashboard workbook. Click on the tool pane to open, as prompted in the (blank) Excel Web Access web part.

Now follow these steps to display the dashboard:

  1. Remember that URL you had copied? Paste it in the “Workbook:” field.
  2. Under Appearance, update the “Title” field. By default, it will be known as “Excel Web Access.
  3. Now you can juggle with your settings to make sure the whole dashboard displays correctly. Your screen size and resolution play an important role. This can look slightly different from other people’s computers.
  4. Click Apply and your dashboard would load. If it doesn’t look right, go back to step 3 and try again.
  5. Once you are done, click OK.
Page Viewer Web Part

Page Viewer web part is useful if the Excel Web Access web part is not available. This web part mainly displays a page or file within another page. So you can do more than just a dashboard. You can display another page and any Office file or a PDF directly on a SharePoint page.

Go into the page you’re going to display the dashboard on.

From the Ribbon, click the Insert tab > Web Part.

  1. Click Media and Content.
  2. Click Page Viewer.
  3. Click Add.

Click to open the tool pane, as prompted in the (blank) Page Viewer web part.

Now follow these steps to display the dashboard:

  1. Click the “Web Page” radio button (not File, even though that seems most logical). Remember that URL we copied from before? Paste it in the “Link” field. (Be sure to delete the included http://.
  2. Under Appearance, update the “Title” field. By default, it will be called “Page Viewer.
  3. Now you can juggle with your settings to make sure the whole dashboard displays correctly. Your screen size and resolution plays an important role. This can look slightly different on other people’s computers.
  4. Click Apply and your dashboard would load. If it doesn’t look right, go back to step 3 and try again.
  5. Once you are done, click OK.

In future if you need further changes you can edit from the “Edit Web Part” over the top-right corner of the web part.

Work Client Stories

Rimond Allam
President
Allruva Technology Services, Inc., Texas, United States

PSSPL had a professional approach from the outset. We truly appreciate their proactive approach and prospective solutions on both business and architectural levels. We trust PSSPL’s competencies for our business success.

Chris McHenry
Vice President of Product
Innovative Discovery, Colorado, United States

With PSSPL we could certainly reduce our timeline on new features, updates, and development costs. We got outstanding SharePoint help on our project. I would certainly wish to hire them in our forthcoming endeavors.

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