How to extract data from Excel Sheet and show it as Dashboard in Sharepoint Site

Posted on 2010-04-01
Medium Priority
Last Modified: 2012-05-09
Hello everyone,

I need help with this. How to extract data from Excel Sheet and show it as Dashboard in Sharepoint Site. Please guide me how to do this and also can anyone suggest me sites for downloading any out-of-box dashboards or charts/graphs (becoz I have to display the data in form of Graphs/Charts).

And also one of my buddy told me as it is difficult to pull data from Excel Sheet and display in the form of Dashboards. Is it true? If it is possible, can you please write it. Otherwise any alternative methods to do it? Thanks and appreciate your response.
Question by:speed92u
  • 2
LVL 32

Accepted Solution

Jamie McAllister MVP earned 2000 total points
ID: 29380752
The data has to be a pretty clean Excel 2007 workbook for best results.

Go into Shared Services and set the location of your workbook to be a trusted location.

Enable the Reporting features etc.

Create a Reporting Site

Create a KPI list inside the reporting site.

Create a new item in the KPI list that links to spreadsheet

Select the spreadsheet and select the parameters that display the KPIs

Back in the site where you want to display the results, add a KPI web part. Point this to the KPI list you created,

In broad brush terms, job done!

Author Comment

ID: 29419087
I need to design a dashboard something like the uploaded image. Can anyone suggest where I can download such graphs/charts or whatever. Please help me. Thanks.
LVL 32

Expert Comment

by:Jamie McAllister MVP
ID: 29443011
There's a really easy way to achieve this, total work around:

Create the graphs in Excel, and run a macro to export them as graphics.

Hyperlink to the graphics on your dashboard page in SharePoint.

If you can get Excel services to work you can also connect to the Charts in the workbook via excel services.

This is much simpler than trying to achieve this in SharePoint. SharePoint doesn't do the graphing itself in any easy way.

If you must pull in the data and create the graphs in SharePoint itself, you're looking at a third party product such as Dundas. License is about $2000.

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