![]() Our example dashboard uses a Data Model that consists of five tables that are stored in SQL Server.Ĭhoose Blank workbook to create a workbook. ![]() After that, we publish the workbook to SharePoint Server 2013. Then, we use that Data Model to create the reports and the filter that we want to use. To create the dashboard, we begin by creating the Data Model. Now that we have created our dashboard plan, we can begin to create the dashboard. A report showing product sales information across different countries A report showing orders and sales information for different products A filter that dashboard consumers can use to view information for a particular promotion Our example dashboard includes the following items: A Data Model that includes several tables that are stored in SQL Server. This will enable us to create interactive reports that dashboard users can use to explore data by viewing different levels of detail. We can easily create a Data Model in Excel that will enable us to create reports using multiple tables as a single data source. The sample database contains lots of tables. The Adventure Works sample database contains the data that we want to use for the dashboard. The dashboard consumers also want to be able to use a filter to focus on more specific information, such as how many orders and how much sales were generated from different promotions.ĭoes data exist that we can use to create the dashboard? At a minimum, the dashboard consumers want to see the following kinds of information: Sales amounts across different sales territories at the country level Order quantities for products in the Internet and reseller sales channels Order quantities and sales amounts for various promotions the company held Dashboard consumers want to use the dashboard to view, explore, and analyze data to obtain answers to specific questions. Sales representatives, managers, executives, and other dashboard consumers want to use the dashboard to view, explore, and analyze data. How will the dashboard be used? That is, what kinds of information do the dashboard consumers want to see? The dashboard is intended for use by sales representatives, sales managers, corporate executives, and other stakeholders who are interested in sales information for the fictitious company Adventure Works Cycles. 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 example, if your organization is using Secure Store Service, you will need the Secure Store target application ID for Excel Services data access.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.īefore you begin to create a dashboard, we recommend that you create a dashboard plan. You must have some information about what authentication settings are used for Excel Services. For information about how to deploy Excel Services, see Configure Excel Services in SharePoint Server 2013 and Manage Excel Services data model settings (SharePoint Server 2013). 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 to support Data Models 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 configure reports in a worksheet and connect a slicer to those reports. This article also covers different display options that you can use when you publish a workbook. The example dashboard described in this article resembles the following image: This article describes, step by step, how to create a Data Model, how to create some reports and a slicer, and then how to publish the dashboard to SharePoint Server 2013. APPLIES TO: 2013 2016 2019 Subscription Edition SharePoint in Microsoft 365
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