Using SharePoint and Teams as a Modern Dashboarding Platform

July 22, 2019

SharePoint has a proven history of supplying a first-class platform for business intelligence dashboards. SharePoint pages, as well as lists, can now be integrated into Microsoft Teams, enhancing the Teams collaborative environment.  SharePoint sites and pages continue this tradition, bringing together content from Power BI, Excel, and many other sources into modern and engaging pages. Adding conversations and other collaborative content to these pages only help to provide powerful insights to you and organization.

Here are the 6 ways to approach building dashboards in SharePoint, Microsoft Teams and SharePoint Server:

    1. Quick Chart Web Part (modern) The Quick Chart Web Part is a quick and easy way to visualize data in a SharePoint site. This chart has two visualization modes: column chart and pie chart. Either can visualize list data or manually entered values.
    2. Power BI Reports Power BI Reports allows you to build beautiful, interactive reports which can be used in multiple ways, making it approachable for everyone. Transform your data into stunning visuals and share them with colleagues on any device.
    3. Script Editor Web Part (On-premises) The Power BI web part does not exist on-premises. However, the secure embed capability in Power BI works for sites in both SharePoint and SharePoint server, making it the only option for SharePoint server sites.
    4. Excel Reports Excel itself is a first-class Business Intelligence client. Excel includes the core analytics features provided with Power BI Desktop including, Power Query, Power Pivot, and even Power BI visuals. Excel is a powerful reporting tool, providing options for both basic and advanced users.
    5. Paginated Reports SQL Server Reporting Services (SSRS) reports have been around since 2004 and are one of the most relied upon methods of reporting. While SharePoint Integrated mode is a thing of the past, there are still ways to display SSRS reports in a SharePoint in both classic and modern pages.
    6. Using SharePoint pages in Teams SharePoint pages in Microsoft 365 can be embedded into Microsoft Teams with full fidelity and interactivity. Doing this allows organizations to not only distribute dashboards, but to spark conversations around the dashboard, clarifying their meaning, or suggesting improvements.

Reports from Power BI, Excel and SQL Server Reporting Services can be seamlessly integrated onto a single page, providing a window into all aspects of the organization. This is true regardless if the business intelligence assets are on-premises, in the cloud, or a combination of both in a hybrid scenario. Modern SharePoint pages supply the widest variety of options for deploying dashboards and provide the best experience for dashboard users. Using modern pages, users will be able to operate dashboards through SharePoint pages, Microsoft Teams, or through the SharePoint mobile apps.

For in-depth details, check out Microsoft’s free white paper here.

Contact Convverge to help you transform your business with SharePoint, Teams and Power BI.