How to Build a Management Dashboard with (如何构建一个管理仪表板).pdf
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How to Build a
Management Dashboard with
SharePoint
Dux Raymond Sy, PMP
Presentation Objectives
After completing this presentation, you will learn how
SharePoint can be leveraged to build a management
dashboard by:
Displaying relevant reports with custom views
Developing visually relevant key performance
indicators (KPI) using out of the box tools and/or third
party products
Automate status reporting with SharePoint alerts
Dux Raymond Sy, PMP
Managing Partner, Innovative-E, Inc.
Author, “SharePoint for Project
Management” by O’Reilly Media
Contract Author Instructor,
Learning Tree International
For more information, connect with Dux
E-Mail: dux.sy@
LinkedIn: /li
Blog:
Twitter: /meetdux
Agenda
What is a Management Dashboard?
Identify Metrics
Create SharePoint Lists
Displaying Visual Indicators with Web Parts
Automated Notification with Alerts
Questions and Answers
Management Dashboard
A management reporting tool that is used to
Provide interactive summary of a management report
Consolidates, aggregates, and arranges measurements
in a visual representation
Displayed on a single screen so information can be
monitored at a glance
Why SharePoint?
Built-in capabilities to easily create dashboards
Examples: R + VDOT
4 Steps to Create a Dashboard in SharePoint
1. Identify Metrics
2. Create SharePoint Lists
3. Deploy Visual Indicators with Web Parts
4. Automate Notification with Alerts
Agenda
What is a Management Dashboard?
Identify Metrics
Create SharePoint Lists
Displaying Visual Indicators with Web Parts
Automated Notification with Alerts
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