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Building Dashboards for Business Intelligence with Excel Services for SharePoint 2007 and 2010 Enterprise Edition

Rehmani Consulting offers a detailed video training course that depicts the procedures required to create dashboards from data stored in Excel spreadsheets. This course presents a set of procedures that can be implemented by line of business (LOB) groups within an organization to promote collaboration on business intelligence projects. As such, the techniques demonstrated should be on the short list of any organization looking to increase the utility of SharePoint 2007 or 2010 for business performance monitoring purposes. Please note: either SharePoint 2007 or SharePoint 2010 Enterprise Edition is required in order to implement the procedures demonstrated in our video training course; as well, the Excel version must be 2007 or later in order to build the dashboards that we depict in this video. Finally, Administration must enable Excel Services in SharePoint for the procedures to work.

The intended audience for this video training course includes SharePoint Administrators, Site Collection Administrators, Developers, and Architects. As well, LOB power users can benefit from the procedures where appropriate permissions have been granted.

The procedures demonstrated make use of:

  • the conditional formatting features for Excel 2007 and later versions,
  • publishing data from Excel spreadsheets to SharePoint Excel Services,
  • and the set of nine filters that ship with SharePoint 2010 along with the filter actions web part.

The method we demonstrate is useful, to a large extent, as a result of the ubiquitous nature of Excel spread sheet usage. Lots and lots of data presently reside in Excel spreadsheets, therefore, building displays of historical LOB performance based on this readily available data makes sense as a high value deliverable from Excel and SharePoint 2007 or 2010 Enterprise Edition.

The procedures constitute a method of publishing business intelligence data in a graphical format, online, via a web page display that can be highly useful for organizations using SharePoint for an Intranet, or Extranet implementation. No special programming capabilities are required to exploit these features; therefore, applying SharePoint Enterprise Edition to data residing in Microsoft Excel for the purpose of informing members of an organization, or its partners, of historical business performance statistics may be a valuable activity. Simply considering the costs of custom programming that would be required to replicate the power of the dashboards that we demonstrate without SharePoint Enterprise Edition should be an adequate incentive for any organization to explore these procedures.

If your organization would like to avail of the type of online display of business intelligence that our procedures demonstrate, then you should seriously consider a subscription to video training content like our course as a means of empowering capable personnel with the techniques they require to get the job done.

Please contact us to discuss your specific requirements. You can either telephone us at +1 630-786-7026 or contact us via email, we will be happy to learn more about your specific objectives, relative to SharePoint, for your organization.

As ever, use this link to place an order for an annual subscription to SharePoint-Videos instructional content

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