microsoft excel data analysis and dashboard reporting

Table: Basic plan for our example dashboard Question To show how we might create a dashboard plan for a similar dashboard, see the following table. Our example dashboard is designed to be a prototype that you can use to learn how to create and publish Excel Services dashboards.

What kinds of information do they want to see?ĭoes data exist that you can use to create the dashboard? To help you prepare a dashboard plan, consider questions such as the following: However, it should give you an idea of what you want to include in the dashboard. The plan does not have to be extensive or complex. For information about how to configure the EffectiveUserName feature for OLAP data sources, see Use Analysis Services EffectiveUserName in SharePoint Server.īefore you begin to create a dashboard, we recommend that you create a dashboard plan. User access can be provided using Windows Authentication with Kerberos delegation, the Secure Store Service, or, with OLAP data sources, the EffectiveUserName feature.įor information about how to configure Secure Store, see Plan the Secure Store Service in SharePoint Server and Configure the Secure Store Service in SharePoint Server. You must have some information about what authentication settings are used for Excel Services.

If you do not have the sample data and a Business Intelligence Center site, have an IT administrator configure them for you using the instructions in Configure AdventureWorks for Business Intelligence solutions.Įxcel Services must be configured in the SharePoint environment that you are using. This scenario uses Adventure Works sample data and a Business Intelligence Center site in SharePoint Server 2013. Before you beginīefore you begin this operation, review the following information about prerequisites:Įxcel must be installed on the computer that you are using to create and publish the dashboard. By following the steps in this article, you'll learn how to create and arrange different reports in a worksheet and connect a filter to those reports. This article also describes how to publish the dashboard to SharePoint Server 2013 where others can view and use it. The example dashboard described in this article resembles the following image:

This article describes, step by step, how to use Excel 2016 to create a basic sales dashboard that contains several reports and a filter using an external data connection. APPLIES TO: 2013 2016 2019 Subscription Edition SharePoint in Microsoft 365

Microsoft excel data analysis and dashboard reporting