How To Create A Dashboard In SharePoint

Are you feeling overwhelmed trying to navigate and organize large amounts of data in SharePoint? You’re not alone. In today’s fast-paced business world, having effective data management tools is essential. In this article, we will explore how to create a dashboard in SharePoint, a powerful tool that can help you make sense of your data and make informed decisions.

What is SharePoint?

SharePoint is a web-based collaborative platform that integrates with Microsoft Office. It is primarily used as a document management and storage system, but its usage varies substantially among organizations due to its high level of configurability.

With SharePoint, users can store, organize, share, and access information from any device. A pro-tip for efficient information management is to utilize SharePoint lists, which can track and manage various types of information, such as issues, contacts, or tasks.

What is a Dashboard in SharePoint?

A dashboard in SharePoint is a visual interface displaying key information from various data sources, facilitating data analysis and decision-making. Dashboards have been around since the 18th century when they were used as horse-drawn wooden boards to protect passengers from mud splatter and debris.

What Are the Benefits of Using a Dashboard in SharePoint?

The advantages of incorporating a dashboard into SharePoint are numerous, including:

• Real-time visualization of data
• Improved decision-making
• Streamlined communication
• Enhanced team collaboration

Dashboards provide a centralized view of important metrics, allowing for quick insights and informed decision-making. They also aid in tracking project progress, identifying trends, and monitoring KPIs, ultimately leading to increased productivity and efficiency.

How to Create a Dashboard in SharePoint?

Have you ever wanted to create a dashboard in SharePoint but didn’t know where to start? Look no further, as we break down the process into five simple steps. First, we’ll discuss the importance of determining the purpose of your dashboard. Then, we’ll dive into gathering and organizing your data to ensure a cohesive and informative dashboard. Next, we’ll guide you in choosing the right type of dashboard for your needs. Once you have a clear plan, we’ll show you how to use SharePoint tools to create your dashboard. Finally, we’ll discuss tips for customizing and personalizing your dashboard to make it truly your own. Let’s get started on creating your very own SharePoint dashboard!

Step 1: Determine the Purpose of the Dashboard

1. Define the objectives and goals the dashboard should achieve.
2. Identify the target audience and their specific needs for data visualization.
3. Consider the key performance indicators (KPIs) and metrics relevant to the audience.
4. Ensure the dashboard aligns with the overall strategic objectives of the organization.
5. Validate that the dashboard will provide actionable insights for decision-making.

Step 2: Gather and Organize Data

• Collect Data: Gather relevant information from various sources within the organization, following Step 2 of the process.
• Organize Information: Structure the data in a coherent manner, ensuring easy access and understanding.
• Verify Accuracy: Confirm the reliability and accuracy of the gathered data before integrating it into the dashboard.

Pro-tip: Utilize SharePoint’s data connections to directly import and refresh data from external sources, ensuring the dashboard reflects real-time information.

Step 3: Choose the Right Type of Dashboard

• Consider the purpose and audience to determine if a suitable dashboard type is strategic, operational, or analytical.
• Assess the data that needs to be displayed and the desired level of interactivity.
• Choose between operational dashboards for real-time data monitoring, strategic dashboards for tracking goals, or analytical dashboards for in-depth data analysis.

Once, a colleague was assigned the task of selecting the appropriate dashboard type for a project. After careful consideration, they decided on an operational dashboard to monitor real-time progress, resulting in improved decision-making and project efficiency.

Step 4: Create the Dashboard Using SharePoint Tools

1. Identify the necessary data sources and types required for the dashboard.
2. Utilize SharePoint tools such as Power BI, Excel, or PerformancePoint Services to visually represent the data.
3. Customize the dashboard layout, design, and interactive features using the built-in capabilities of SharePoint.
4. Ensure seamless integration with other SharePoint features and applications for comprehensive functionality.

Pro-tip: Take advantage of SharePoint’s user-friendly interface to streamline the creation of the dashboard and improve user experience.

Step 5: Customize and Personalize the Dashboard

• Begin by choosing the layout and design that best fits your preferences and needs.
• Customize the dashboard by including relevant KPIs, charts, and graphs based on the data you wish to analyze.
• Personalize the dashboard by adjusting the color scheme, incorporating corporate branding elements, and utilizing user-specific customization options.

When making modifications and personalizations to the dashboard, be sure to enhance usability and align with the overall purpose of the dashboard.

What Are Some Tips for Creating an Effective Dashboard in SharePoint?

SharePoint offers a powerful platform for creating informative and user-friendly dashboards. However, not all dashboards are created equal. In this section, we will discuss some key tips for creating an effective dashboard in SharePoint. From keeping it simple and easy to navigate, to utilizing visual aids and regularly updating the dashboard, these tips will help you design a dashboard that is both functional and visually appealing. Let’s dive in and discover how to make the most out of your SharePoint dashboard.

1. Keep it Simple and Easy to Navigate

• Organize content logically to aid navigation.
• Implement clear and intuitive menu structures.
• Utilize consistent and familiar naming conventions for easy recognition.
• Employ user-friendly interface design principles.

In 1961, IBM introduced the Selectric typewriter, a revolutionary device that simplified typing with its innovative typeball technology. This development made typing more straightforward and accessible for users, marking a significant leap in office productivity.

2. Use Visual Aids and Charts

1. Select appropriate visual aids and charts to effectively represent data in the dashboard.
2. Ensure that the chosen visual aids and charts are easily understandable and align with the purpose of the dashboard.
3. Utilize various visual elements such as graphs, pie charts, and bar charts to dynamically present data.
4. Take into consideration the audience and their preferences when deciding on visual aids and charts.
5. Consistently update and maintain the visual aids and charts to accurately reflect the most recent data.

3. Regularly Update and Maintain the Dashboard

• Monitor Data: Continuously review and update data displayed on the dashboard.
• Review User Feedback: Gather feedback and make necessary adjustments to meet user needs.
• Update Visuals: Keep visual aids and charts current to reflect the latest information.
• Check for Errors: Consistently check for and correct any errors or outdated content on the dashboard.

Fact: Regularly updating and maintaining the dashboard is crucial in providing accurate and relevant information to users, ensuring its effectiveness.

What Are Some Common Mistakes to Avoid When Creating a Dashboard in SharePoint?

Creating a dashboard in SharePoint can be a powerful tool for organizing and presenting data. However, there are common mistakes that can hinder the overall effectiveness of a dashboard. In this section, we will discuss some of these mistakes and how to avoid them, including including too much information, using inconsistent or confusing layouts, and not considering user feedback. By understanding these pitfalls, you can create a well-designed and user-friendly dashboard that effectively communicates your data.

1. Including Too Much Information

• Avoid overwhelming the dashboard with excessive data sets, which can hinder quick comprehension and decision-making.
• Focus on presenting only the most relevant and essential information to users to ensure clarity and efficiency.
• Consider using filters and drill-down capabilities to provide access to additional data without cluttering the primary dashboard view.

2. Using Inconsistent or Confusing Layouts

1. Using inconsistent or confusing layouts can hinder the effectiveness of a SharePoint dashboard.
2. Ensure a cohesive design throughout the dashboard to maintain visual harmony.
3. Consistently use the same color schemes, fonts, and spacing to create a unified look and feel.
4. Organize data in a logical and intuitive manner to facilitate easy navigation.
5. Seek feedback from users to identify any layout issues and make necessary adjustments.

3. Not Considering User Feedback

• Not taking into account user feedback can result in overlooking valuable insights into user preferences and needs.
• Failing to prioritize user feedback may result in creating a dashboard that does not effectively address user requirements.
• Disregarding user feedback could lead to decreased user engagement and satisfaction with the dashboard.

In 1989, Tim Berners-Lee, a British computer scientist, proposed a system for sharing and distributing information that laid the foundation for the World Wide Web. His idea revolutionized global communication and gave rise to the internet as we know it today.

References

When creating a dashboard in SharePoint, it’s crucial to include accurate references to maintain the credibility of the information presented. It is recommended to utilize authoritative sources, such as Microsoft’s official documentation, relevant industry publications, and reputable SharePoint community forums.

Remember to properly cite all utilized references to comply with copyright and intellectual property regulations.

Make sure the references are current and relevant to the specific metrics or data being showcased on the dashboard.

Frequently Asked Questions

What is a Dashboard in SharePoint and why would I need one?

A Dashboard in SharePoint is a customizable, visual representation of data from various sources, with the purpose of providing users with insights and key performance indicators. It can help you track progress, monitor trends and make informed decisions.

How do I access the Dashboard feature in SharePoint?

To access the Dashboard feature in SharePoint, you will need to have the appropriate permissions and access to a SharePoint site. Once you have access, navigate to the site contents, click on “add an app” and select “Dashboard” from the list of available apps.

How do I add data to my Dashboard in SharePoint?

There are several ways to add data to your Dashboard in SharePoint. You can connect to data sources such as Excel spreadsheets, SharePoint lists, SQL databases, or import data from external sources using web parts. You can also manually add data using the Dashboard Designer tool.

Can I customize the layout and design of my Dashboard in SharePoint?

Yes, you can fully customize the layout and design of your Dashboard in SharePoint using the Dashboard Designer tool. You can change the color scheme, fonts, and add images and logos to match your organization’s branding. You can also rearrange or resize the elements on your Dashboard to fit your needs.

How can I share my Dashboard with others in my organization?

You can share your Dashboard with others in your organization by granting them access to the SharePoint site where the Dashboard is located. You can also add specific users or groups to the Dashboard permissions, allowing them to view, edit, or contribute to the Dashboard.

Are there any third-party tools or extensions available for creating Dashboards in SharePoint?

Yes, there are several third-party tools and extensions available for creating Dashboards in SharePoint. These tools can offer additional features and customization options, such as real-time data updates and advanced visualization options. Some popular options include Power BI, Collabion Charts for SharePoint, and Nintex Hawkeye.