Creating Simple Dashboards Using Out of the Box Web Parts

Jennifer Mason

SharePoint Evangelist

Rackspace Hosting

Jennifer.Mason@Rackspace.com

About me…

•• http://blogs.sharepoint911.com/blogs/jennifer

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The Technical Definition

The Real World

The Real World

• What is right for you “depends”.

• Crawl – Walk - Run

Don’t Re-Invent the Wheel

• Don’t miss what you can do simply because you are focused only on the end goal.

Session Agenda

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SharePoint Dashboards

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• Pages

• List & Library Web Parts

• Functional Web Parts

• Excel Services Web Parts

• Visio Services Web Parts

Project Dashboard Example

Task Dashboard Example

Web Part Connections

Web Part Connections

Building the Dashboard

1. Create Lists

2. Create List Associations (Lookup Columns)

3. Create Custom Views

4. Create Page

5. Add & Configure Web Parts on Page

6. Configure Web Part Connections

Demonstration

Thanks for Coming!

Don’t forget to visit my blog:http://blogs.sharepoint911.com/blogs/Jennifer

Want More?

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