To create a SharePoint dashboard, follow these steps:
First, navigate to your SharePoint site and click on the “Site Actions” button, then select “View All Site Content.” From here, you can browse through all of the lists, libraries, and other content within your site.
Next, click on the “Lists” tab and find the list that contains the data you want to display in your dashboard. For example, let’s say you have a list called “Sales Performance” that tracks sales figures for different regions.
To create a new dashboard page, go to the “Site Actions” button and select “View All Site Content,” then click on the “New” button and choose “Web Part Page.” This will open up a blank page where you can add web parts.
The first step in creating your dashboard is to add a list view web part. To do this, click on the “Add a Web Part” button at the bottom of the page, then select “List View” from the drop-down menu. Choose the list you want to display (in our example, it would be the “Sales Performance” list) and click “OK.”
You can customize the appearance of your list view by adjusting settings such as font size, column widths, and sorting options.
Next, add a chart web part to your page. This will allow you to visualize the data from your list in a graphical format. To do this, follow the same steps as before, but select “Chart” instead of “List View.” Choose the list you want to display and select the type of chart you want to create (e.g., line chart, bar chart).
You can customize the appearance of your chart by adjusting settings such as colors, fonts, and title text.
In addition to lists and charts, you may also want to add other types of web parts to your dashboard, such as:
- A picture library: This allows you to display images or other media files.
- A document library: This allows you to display documents or other file types.
- A calendar: This allows you to display events or appointments.
To add a new web part to your page, simply click on the “Add a Web Part” button and select the type of web part you want to add. Follow the prompts to configure the web part as desired.
Once you have added all of the web parts you want to include in your dashboard, save the changes to your page by clicking on the “Save” button at the top of the page. Your SharePoint dashboard is now complete!