If you do not have the sample data and a Business Intelligence Center site, have an IT administrator configure them for you using the instructions in Configure AdventureWorks for Business Intelligence solutions.Įxcel Services must be configured in the SharePoint environment that you are using. This scenario uses Adventure Works sample data and a Business Intelligence Center site in SharePoint Server 2013. Before you beginīefore you begin this operation, review the following information about prerequisites:Įxcel must be installed on the computer that you are using to create and publish the dashboard. By following the steps in this article, you'll learn how to create and arrange different reports in a worksheet and connect a filter to those reports. This article also describes how to publish the dashboard to SharePoint Server 2013 where others can view and use it. The example dashboard described in this article resembles the following image: This article describes, step by step, how to use Excel 2016 to create a basic sales dashboard that contains several reports and a filter using an external data connection. APPLIES TO: 2013 2016 2019 Subscription Edition SharePoint in Microsoft 365
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