Microsoft Office Tutorials and References
In Depth Information
Chapter 12: Business Intelligence Solutions
In this section, you create a sales report based on the Sales Report.xlsx file provided with this topic, with
a dashboard that contains a couple of views on the sales data and a KPI that tracks total revenue. You
then set up a filter part to define various levels for the forecast growth across all the views on the
dashboard. To do this, you publish the Sales Report.xlsx workbook with the Forecast parameter. (Chapter 10
described how to set up parameters.)
The dashboard you create in this section is based on the template provided out-of-the-box with Office
SharePoint Server. You can equally create a blank SharePoint Web Part Page, or edit an existing page
(that you have rights to) and add the relevant Web Parts to it. The template is nothing more than a
standard Web Part Page with some predefined content on it that helps get you started.
Creating a Dashboard
The dashboard template provided with the Report Center creates a SharePoint Web Part Page that is
managed by the page-publishing functionality. This enables you to manage dashboards in a way that is
very similar to how you manage workbooks (as discussed in Chapter 11). The primary idea is to let you
create and edit dashboards while managing who can see drafts, manage versions, and require approval
prior to making them broadly available. You can see these features in play as you go through the
following examples.
The first step is to create the dashboard using the template defined for the dashboard content type. You
do this in the next Try It Out. The template includes a couple of EWA parts, a KPI part, a Content Editor
part, a Contact part, a list of links to related information, and a Filter zone into which you can add filter
Try It Out Creating a Dashboard
To create a dashboard, follow these steps:
Open the browser to the Report Center site you created earlier.
Click the Dashboards link in the left navigation pane. This opens the report library in the
Dashboards view.
Select the Dashboard Page option from the New drop-down menu on the Reports Library
toolbar. This displays a New Dashboard page, as shown in Figure 12-12.
In the Page Name section, enter Sales Dashboard in both the File Name and Page Title fields.
Optionally, you can also enter a description for this dashboard.
In the Create Link In Current Navigation Bar section, leave the Yes option selected (the default).
This makes it easier to navigate back to the dashboard later.
In the Dashboard Layout section, leave the Two Column Vertical Layout option selected (the
In the Key Performance Indicators section, select the option that allows you to select an existing
KPI list later. (You are going to use the KPI list you created in the previous section.)
Click the OK button to save your settings and close the page.
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