In my last post, I covered customizing the SharePoint Server dashboard. The next topic is creating a team 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: Creating a team dashboard


The easiest way to get started is to use the ‘Copy Dashboard’ functionality and specifying the name of the dashboard:

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The dashboard is created with a copy of the charts based on the Bugs dashboard.

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Let’s customize each of these charts to be team specific, by filtering on our team specific area path starting with Bug Progress report.

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The chart updates to reflect Bug Progress for the Infrastructure Team:

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The Excel workbooks for these charts are shared with the Bugs dashboard we copied this from, so let’s save the customized workbook as a copy specific to the Infrastructure team.

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We’ll need to update the web part on our team dashboard to point to the new copy of the workbook.

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Repeat the above for the other charts on this dashboard:

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I can also easily customize my Team Web Access web part to be team specific by customizing the web part: 

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Now, I have a dashboard for my team! 

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Next, we’ll look at SharePoint Foundation dashboards. If you have questions or feedback please leave me a comment or send me an email at sunder.raman at microsoft.com