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Creating Simple Dashboards

Creating Simple Dashboards. Using Out of the Box Web Parts . Jennifer Mason. About me…. Blog: http://blogs.sharepoint911.com/blogs/jennifer Twitter: @jennifermason Skype: RackspaceJenn. The Technical Definition.

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Creating Simple Dashboards

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  1. Creating Simple Dashboards Using Out of the Box Web Parts Jennifer Mason

  2. About me… • Blog: • http://blogs.sharepoint911.com/blogs/jennifer • Twitter: @jennifermason • Skype: RackspaceJenn

  3. The Technical Definition • Dashboard is a term now being used generally to refer to a web technology based page on which real time information is collated from various sources in the business. The metaphor of a dashboard is adopted here to emphasize the nature of the data being displayed on the page, it is a real-time analysis as to how a business is operating, just like on an automobile dashboard real time information is displayed about the performance of that vehicle.

  4. The Real World • Data + Context = Action • Give users the right data with the right context and guide them to the right action.

  5. The Real World • The story you deliver is unique to your organization. • What is right for you “depends”. • MANY Options! • Crawl – Walk - Run

  6. Don’t Re-Invent the Wheel • Know what you can do Out of the Box • Don’t miss what you can do simply because you are focused only on the end goal.

  7. Session Agenda • Dashboards • Examples • Creating Dashboard

  8. SharePoint Dashboards • Combine Different Items to create dashboards • SharePoint has • Pages • List & Library Web Parts • Functional Web Parts • Excel Services Web Parts • Visio Services Web Parts

  9. Project Dashboard Example

  10. Task Dashboard Example

  11. Web Part Connections

  12. Web Part Connections

  13. Building the Dashboard • Create Lists • Create List Associations (Lookup Columns) • Create Custom Views • Create Page • Add & Configure Web Parts on Page • Configure Web Part Connections

  14. Values entered in one list, provide the drop down choices for a column in another list.

  15. Demonstration Demos

  16. Thanks for Coming! • Don’t forget to visit my blog:http://blogs.sharepoint911.com/blogs/Jennifer

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