Create and use a report or a scorecard

By using SharePoint Server 2013 or Office 365, you can create, share, or access a variety of reports, scorecards, and dashboards that are stored in a central location, such as a Business Intelligence Center site. Read this article to get an overview of how to create a report, scorecard, or a dashboard and the various report-creation tools that might be available to you.

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Creating reports, scorecards, and dashboards

Depending on how your environment is configured, you can typically use a variety of applications to create and publish content. For example, you’ll typically have Excel Services and Visio Services available to use. If you’re using SharePoint Server on premises, you might also have PerformancePoint Services available to create, publish, and share reports, scorecards, and dashboards in your organization.

To create a report or a scorecard, you would typically take the following steps:

  1. Determine what information you want to show in the report or scorecard.
  2. Identify the data sources that you want to use. Make sure that you (and those who will be using the report or scorecard) will have access to the data. You might want to contact a SharePoint administrator for help with data sources and user permissions.
  3. Choose the report creation tool that you want to use. You can choose from a variety of tools, including Excel, PerformancePoint Dashboard Designer, Visio, and more. See Choosing a report creation tool for more details.
  4. Create the report, and save it to a site such as a Business Intelligence Center site. For more information, see What is a Business Intelligence Center?

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Choosing a report creation tool

You can choose from a variety of tools to create reports, scorecards, and dashboards that you can publish to a SharePoint site. The following table summarizes various tools that are available in Office 2013, SharePoint Server 2013, and Office 365.

Table. Report creation tools available in Office Professional Plus 2013

Application Capabilities Resources
Excel and Excel Services

Excel 2013 makes it easier than ever to create reports, scorecards, and dashboards. You can connect to a wide variety of data sources and then create a variety of charts and tables. You can add filters, such as slicers and timeline controls to worksheets, and use features such as Quick Explore to see additional information about a particular value in a report.

If Excel Services is configured in your environment, then you can publish workbooks that can be displayed in a browser window. Depending on the data sources that are used, people can refresh the data to view the most current information.

If your organization is using Office 365 for enterprises, then you can use Excel Online to share workbooks.

Excel:

Excel Services:

Office 365:

PowerPivot PowerPivot in Excel enables you to create large, multi-table data models that can have complex relationships and hierarchies.
Power View Power View in Excel enables you to create mash-ups and presentation-ready, interactive dashboards. Power View views use tabular data sources, such as a Data Model that you can create in Excel.
PerformancePoint Dashboard Designer

If your organization is using SharePoint Server 2013 on premises, then you might have PerformancePoint Services configured and available for you to use.

PerformancePoint Dashboard Designer enables you to create dashboards that bring together a variety of reports, including PerformancePoint scorecards and reports, Excel Services reports, and SQL Server Reporting Services reports, in a single location. You can create powerful scorecards that contain advanced key performance indicators (KPIs) and add dashboard filters that can reused across multiple pages in a dashboard and across multiple dashboards.

Create Dashboards by using PerformancePoint Services (SharePoint Server 2013)
Visio and Visio Services

Visio makes it easy to create data-connected diagrams, such as network infrastructure diagrams, organization charts, floor plans, and so on.

If Visio Services is configured, then you can publish Visio drawings to SharePoint Server where they can be shared in a central location such as a Business Intelligence Center site.

SQL Server Reporting Services Reporting Services makes it possible to create and share a wide range of powerful reports, including interactive maps, bubble charts, gauges, tables, and other views. Reporting Services report creation tools include Power View (launched from SharePoint Server), Report Designer, and Report Builder.

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Using reports, scorecards, and dashboards

When reports, scorecards, and dashboards have been published to SharePoint Server, they are generally available to all users who have permissions to view them. Most kinds of reports are highly interactive and enable you to explore data to get answers to specific questions.

For more information about reports, scorecards, and dashboards, please see the following resources:

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Applies to:
Office 365 Enterprise, SharePoint Server 2013 Enterprise