In my last post, I covered the out-of-the-box experience with SharePoint Server dashboard. Let’s look at the next item on the list, customizing the dashboard:

  • SharePoint Dashboards
    • SharePoint Server dashboard
      • Out-of-the-box experience
      • Customizing the dashboard
      • Creating a team dashboard
    • Windows SharePoint Services/SharePoint Foundation dashboard

SharePoint Server dashboard: Customizing the dashboard

The Bugs dashboard provides a great picture on how we are doing on bugs:

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Say, I want to customize ‘Active Bugs by Assignment’ report to include resolved bugs as well. I can click on the title of this report and then select to open the report in Microsoft Excel from the menu to start editing the report in Excel.

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The spreadsheet has a data connection to the Analysis Services cube on TFS to get the report data, so we need to allow this connection in the security warning using the ‘Options…’ button:

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Now, all I need to do is change my State filter on the report to include Resolved state as well. The chart will refresh to show both Active and Resolved bugs.

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This is standard Excel charting functionality, so it can be modified easily to change colors, chart type etc.

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Now that report looks the way I want, I can publish this back to my dashboard using Excel Services. Since I am updating an existing report, I’ll overwrite the file when I publish this. I can save it as a copy and show it as a separate report on the dashboard as well and I’ll cover that in my next post.

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Excel Services caches the report, so if I want to see my changes reflected on the dashboard page immediately I can reload the workbook.

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My dashboard shows Active and Resolved bugs now – that was easy!!

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Next up is creating a team dashboard. If you have questions or feedback please leave me a comment or send me an email at sunder.raman at microsoft.com