How To Make A Dashboard In Sharepoint?
Are you a Sharepoint user who is looking to create a dashboard? If yes, then you have come to the right place. In this article, we will discuss how to make a dashboard in Sharepoint. We will discuss the different features and steps to create a dashboard that is customized to your needs. We will also discuss the advantages of having a dashboard in Sharepoint and how it can help you organize your data in an efficient manner. So, if you want to learn how to make a dashboard in Sharepoint, then keep reading!
Creating a dashboard in Sharepoint requires the following steps:
- Open SharePoint and navigate to the site you want to create the dashboard in.
- Go to the Site Contents page and click on the “Add an App” button.
- Choose the “Dashboard” app and click “Create”.
- Enter a name for your dashboard and click “Create”.
- Add content to your dashboard by dragging and dropping web parts from the “Insert” tab.
- Once your dashboard is complete, click the “Save” button.
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How to Make a Dashboard in Sharepoint?
Creating a dashboard in Sharepoint is an easy and efficient way to manage and analyze your organization’s data. The dashboard can be set up to display graphs and charts that can be used to monitor progress or measure performance. In this article, we will discuss how to set up a dashboard in Sharepoint.
Step 1: Create a Dashboard in Sharepoint
The first step to creating a dashboard in Sharepoint is to open the Sharepoint site and select the “Site Contents” option from the left-hand navigation menu. From the Site Contents page, select the “Dashboard” tab and then click the “Add” button. This will open a new window where you will be able to create a new dashboard. Enter a title for the dashboard and select the type of dashboard you would like to create. You can choose from a variety of options including a “KPI” or “Financial” dashboard. Once the type of dashboard is selected, click the “Create” button to create the dashboard.
Step 2: Add Data to the Dashboard
The next step is to add data to the dashboard. This can be done by selecting the data source from the drop-down menu. You can choose from a variety of data sources such as Excel, CSV, and Sharepoint lists. Once the data source is selected, click the “Add” button to add the data to the dashboard. The data will be displayed in the form of graphs and charts that can be used to analyze the data.
Step 3: Customize the Dashboard
The last step is to customize the dashboard. This can be done by selecting the “Options” tab from the top-right corner of the dashboard. From the Options tab, you can select the type of visualization you would like to use, the size of the dashboard, and the colors used in the dashboard. Additionally, you can add comments or notes to the dashboard.
Step 4: Publish the Dashboard
Once the dashboard is customized, it is ready to be published. To publish the dashboard, click the “Publish” button in the top-right corner of the dashboard. This will open a new window where you can enter the details of the dashboard, including the title, description, and the URL where the dashboard will be published. Once the details are entered, click the “Publish” button to make the dashboard available to the public.
Step 5: Share the Dashboard
The final step is to share the dashboard with others. This can be done by clicking the “Share” button in the top-right corner of the dashboard. Enter the email addresses of the people you would like to share the dashboard with, and click the “Send” button. This will send an invitation to the people you have selected, and they will be able to access the dashboard.
Step 6: Monitor the Dashboard
Once the dashboard is published and shared, you can monitor the performance of the dashboard. This can be done by selecting the “Monitor” tab from the top-right corner of the dashboard. This will open a new window where you can view the performance of the dashboard. You can also use this window to make changes to the dashboard such as adding or removing data sources.
Step 7: Create Alerts
You can also create alerts for the dashboard. This can be done by selecting the “Alerts” tab from the top-right corner of the dashboard. This will open a new window where you can set up alerts for the dashboard. You can set up alerts based on the performance of the dashboard, such as when certain thresholds are reached.
Step 8: Create Reports
You can also create reports for the dashboard. This can be done by selecting the “Reports” tab from the top-right corner of the dashboard. This will open a new window where you can create reports for the dashboard. You can use these reports to analyze the performance of the dashboard and make changes to improve it.
Step 9: Manage Dashboard Settings
You can also manage the settings of the dashboard. This can be done by selecting the “Settings” tab from the top-right corner of the dashboard. This will open a new window where you can manage the settings of the dashboard. You can use the settings to customize the dashboard and make changes to improve its performance.
Step 10: Embed the Dashboard
The last step is to embed the dashboard in other websites or applications. This can be done by selecting the “Embed” tab from the top-right corner of the dashboard. This will open a new window where you can generate an HTML code that can be used to embed the dashboard in other websites or applications.
Frequently Asked Questions
What is Sharepoint?
Sharepoint is a cloud-based business collaboration platform from Microsoft. It allows organizations to manage and share documents, create websites, build workflows, and store data in a secure and accessible way. Sharepoint also facilitates collaboration between teams, and provides tools for communication, such as discussion boards, team sites, and wikis.
Sharepoint also provides a platform for users to create powerful dashboards and reports. These dashboards enable users to gain insights into their data, visualize trends, and make informed decisions.
How do I create a Dashboard in Sharepoint?
Creating a dashboard in Sharepoint is simple and can be done in a few steps. First, you will need to select a template from the “Dashboards” library in Sharepoint. This template will serve as the foundation for your dashboard. Once you have selected a template, you can customize the dashboard with your own data, visuals, and filters. You can also use the dashboard to create reports, and access data from other sources such as Excel and Power BI.
Once you have created your dashboard, you can share it with other users in your organization. This allows users to view and interact with the dashboard in real-time, and can be a great way to collaborate and make decisions.
What types of data can I include in my Dashboard?
You can include a variety of data in your Sharepoint dashboard. This includes data from Excel spreadsheets, databases, and other sources such as Power BI. You can also include visuals such as charts, graphs, and maps. This allows you to visualize data in an easy to understand way.
You can also filter data in your dashboard to show specific data points, such as sales figures in a certain region, or customer reviews with a certain rating. This allows you to quickly get insights into your data, and make decisions based on that data.
Are there any tips for creating a Dashboard in Sharepoint?
When creating a dashboard in Sharepoint, it’s important to keep the design and layout simple. This will make it easier for users to understand and interact with the dashboard. You should also ensure that your dashboard is easy to navigate, and that all the data is clearly labeled.
It’s also important to use visuals to convey data. Charts and graphs can help users quickly understand complex data sets, and can be used to highlight trends and patterns. You can also use colors to draw attention to certain data points, or to differentiate between different data sets.
Can I share my Dashboard with other users?
Yes, you can share your dashboard with other users in your organization. This allows them to access the dashboard in real-time, and collaborate on making decisions. You can share the dashboard with individual users, or with groups of users.
You can also give users different levels of access to the dashboard. For example, you can give some users read-only access, while others have full rights to edit the dashboard. This allows you to control who can view and edit the dashboard, and ensures that data is secure.
Creating a dashboard in Sharepoint is a great way to monitor and track key performance metrics. It’s a user-friendly tool that enables you to quickly establish a streamlined view of your data. With Sharepoint, you can easily customize your dashboard to include the information you need to make informed decisions. The flexibility of Sharepoint makes it an invaluable tool to help you manage your data and gain meaningful insights from it.
