How to Create Project Dashboards in Office 365? With Detailed Steps
Summary – Creating a project dashboard provides track and monitors the various applications using tools. In this blog, we will showcase the features of the Office 365 dashboard and help you to know how to create project dashboards in Office 365 and migration of data from Sharepoint 2013 to 2019.
A project Dashboard is a data display board that shows all the key performance indicators assigned to a particular project. It shows the growth, progress, and highlighted points that require special attention.
One kind of Dashboard wouldn’t be suitable for all. Before creating a project dashboard we need to check the need of the user, team, group, organization, or enterprise. The dashboard clearly depends on the individual requirement focusing on their particular task.
Why we need to create Dashboard?
Before knowing how to create project dashboards in Office 365 you must know why you need to create a dashboard. If your full functionality is running on Office 365 paid subscription, then creating a project dashboard would save your plenty of time and energy.
Dashboard tracks all of your assigned activities and their sources on a centralized page. You can directly reach it anytime by logging in Office 365 platform.
Benefits of creating projects Dashboard in Office 365
- Monitoring and tracking of tasks provide a progressive and constructive comparison to improvise the performance.
- Help users to understand relationships between data in different and related metrics.
- Easy comparison and keep tracks of progress and development between parallel multiple data in simple, clear, and effective approach.
- Tracks multiple information sources by centralizing the monitoring analysis of data within.
- Reduce the time-consumption for analyzing data and getting the desired connections and effects of various key performance factors on each other.
- No need to reach out to separate sources to track and evaluate the data. A little bit of time to set up the dashboard will save plenty of time in the formation of reports.
What Dashboards Tracks and Monitor?
- It tracks the progress of business towards the benchmarks and initially set goals by the company and organization and individual user.
- It tracks the metrics set up by the user according to his business and analytics requirements.
- Tracks the traffic on associated social media, website, application, and marketing metrics.
Other queries asked by other users
- How to create project Dashboards in Office 365?
- Is there a project management tool in Office 365?
- How do I create a project dashboard?
- SharePoint project management dashboard
- Create a project dashboard in teams
- SharePoint 2013 to 2016 migration challenges solved
We understood the user requirement. Now we are going to focus on the various sections to set up the dashboard in Office 365.
What Office 365 offers to users?
As we discussed above, each user’s goals, tasks, and requirements are different. That’s why the single kind dashboard and features cannot fulfill the needs of everyone.
Office 365 offers various platforms and tools to create a project dashboard. Users can create a simple dashboard for individual purposes, by adding status indicator and chart web parts to it. You can also create a robust dashboard with multiple scorecards, filters, indicators, and filters using Performance Point Dashboard.
Here are various Dashboard tools within Office 365 that you can choose accordingly to meet your expectations and estimated goals.
Applications and Tools to Project the Dashboard in Office 365
Use the following table to select the dashboard creation tool that meets your business needs:
1. Performance Point Dashboard
- Displays various reusable reports and data
- Suitable for large team or group and even the entire organization
- Contains robust scoreboards, reports, indicators, and other features
- Connected with other servers to communicate the data
Source – https://support.microsoft.com/en-us/Office/performancepoint-dashboard-designer-help-50be365b-9c3c-4774-9392-a04b89ef17ed
2. PowerApps (Canvas App)
- Manage and corresponds the activities, indicators using various forms of data.
- Information captured and showcased using indicators, customized tabs, galleries, and SharePoint forms used as core components.
- SharePoint Lists are the main data repository and flows used for the notifications.
Source – https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/create-edit-dashboards
3. Microsoft Teams Activity Report
- Ideal for Group, Team, and organizational project management.
- Increase the qualitative productivity and enhance the collaboration among the team.
- It shows the complete information of communications between the team. It tracks and displays all participative phone calls, chats, and meetings.
Source – https://docs.microsoft.com/en-us/microsoftteams/teams-activity-reports
4. Excel Services – It contains one or more than one reports at a time.
Source – https://support.microsoft.com/en-us/Office/display-a-workbook-in-an-excel-web-access-web-part-2c0925c1-f383-4179-88fe-febd1f912894?ui=en-US&rs=en-US&ad=US
5. Web Part Page – It is a SharePoint page that consists of one or more reports that can be used by a team, group, or small organization.
Source – https://support.microsoft.com/en-us/Office/create-sharepoint-site-pages-0ee31678-ee55-40cd-9f48-ea8700035dbd?ui=en-US&rs=en-US&ad=US
6. Chart Web Parts – It is the interactive chart that utilizes the internal or external information process and displayed on the SharePoint page.
Source – https://support.microsoft.com/en-us/Office/create-a-chart-by-using-the-chart-web-part-d781ed6d-cbdd-4da9-a5bf-cf346c98db72?ui=en-US&rs=en-US&ad=US
7. Status Indicators – It has a simple approach scorecard or report that displays the information of performance concerning one or more metrics on a single SharePoint page.
Source – https://support.microsoft.com/en-us/Office/getting-started-with-sharepoint-status-indicators-604ede4f-0aa7-46f9-be37-a188bee0173d
8. Visio Web – It is the diagram that connects the data and shows visual changes when the underlying data change.
Source – https://support.microsoft.com/en-us/Office/display-a-visio-diagram-on-a-web-page-cecad64e-e0c4-49d0-93e0-acdd3709c57c?redirectSourcePath=%252fen-us%252fOffice%252f00ead2f4-365c-4952-a36f-1707ddd4d661&ui=en-US&rs=en-001&ad=US
Conclusion
We expect that now you understand how to create projects dashboards in Office 365 using various applications and tools in Office 365. Dashboards can play a prominent role in the productivity and progress of business in individuals and organizations. But challenges occur when you want to update the SharePoint 2013 to SharePoint 2019 then you would need SysTools SharePoint Migrator. You can easily accomplish this task by downloading the official software from here. It has numerous features that will ease and smooth the export process without any loss of data. It also provides complete safety and security to the user infomation.
