Creating a dashboard from your SharePoint lists using Excel Services

Jul 29, 2014 3:18:00 PM

If you use SharePoint in any capacity, chances are you’re storing data in SharePoint lists somewhere. Of course, once you’ve got data inside lists, someone is going to want to report off of it.

In this article, we’re going to take a look at how you can create dashboards inside of SharePoint that pull in data from SharePoint lists using Excel Services. Now there are several other technologies we could use, such as Reporting Services, PerformancePoint, PowerPivot, or Power View to create dashboards, but some of those technologies require enterprise licenses for SQL or the PowerBI functionality in Office 365.

In this example, I wanted to keep it simple and use technologies that people are more likely to have (although you do still need to have a SharePoint enterprise license in order to use Excel Services).

The chart we’ll be building for our dashboard will be pulling in data from our SharePoint list via the “From OData Data Feed” option in Excel. To create a simple chart in Excel, follow these steps:
1. Open Excel 2013 and choose “Blank Workbook” as your template
2. Click on the “Data” tab on the ribbon at the top
3. In the “Get external data” grouping, click on the “From other Sources” button
4. Select “From OData Data Feed” from the list of options

Topics: SharePoint, Tips