Set up a Business Intelligence Center site

If you’re a SharePoint administrator, you can set up a Business Intelligence (BI) Center site. A BI Center site can be used as a central place to store, share, and manage BI content, such as workbooks, scorecards, and dashboards. There’s a BI Center site template in SharePoint Server 2013 (on premises) and one in SharePoint Online (Plan 2). To learn more about what a Business Intelligence Center site is, see What is a Business Intelligence Center?

What do you want to do?


Set up a BI Center site in SharePoint Online

  1. Sign in to your Office 365 site.
  2. On the Admin menu, choose SharePoint to open the SharePoint Admin Center.
  3. In the SharePoint Admin Center, click Site Collections.
  4. In the ribbon, click New, and then choose Private Site Collection.
  5. In the New Site Collection page, in the Title text box, specify a title for the site. For example, you could type “Business Intelligence Center” or “BI Center” in the Title box.
  6. In the Web Site Address box, specify the last part of the website address for the site. For example, you could type “BICenter” in the Web Site Address box.
  7. In the Select a template section, choose the Enterprise tab, and then select Business Intelligence Center.
  8. In the Administrator box, specify who will be the site administrator. You can only specify one name in this box.
  9. Specify the storage quota amount that you want to use.
  10. (This is optional.) Specify a server resource quota for the site.
  11. Choose OK. The site is created.
  12. Proceed to share the site with others.

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Set up a BI Center site in SharePoint Server 2013 (on premises)

 Important    Make sure that at least some of the service applications in SharePoint Server that support business intelligence capabilities are configured before you create and share a Business Intelligence Center site. For example, make sure that at least Excel Services or PerformancePoint Services is configured. For more information, contact a SharePoint Administrator or see TechNet Article: Administer business intelligence in SharePoint Server 2013.

  1. In the SharePoint Central Administration website, under Application Management, choose Create site collections.
  2. On the Create Site Collection page, in the Title text box, specify a title for the site. For example, you could type “Business Intelligence Center” or “BI Center” in the Title box.
  3. In the URL text box, specify the website address that you want to use for the site. For example, you could type “BICenter” in the URL box.
  4. In the Select a template section, choose the Enterprise tab, and then select Business Intelligence Center.
  5. In the Primary Site Collection Administrator section, in the User name text box, specify who will be the primary site collection administrator.
  6. (This is optional.) In the Secondary Site Collection Administrator section, specify who will be a secondary site collection administrator.
  7. (This is optional.) Select a quota template for the site.
  8. Choose OK. The site is created.
  9. Proceed to share the site with others.

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Share the BI Center site with others

After you have created a Business Intelligence Center site, the next step is to define who will be able to view and use it. You do this by sharing the site with others. When you share a site, you can assign different levels of permissions to people to determine who can view or edit content in the site.

 Important    You must have Full Control permissions to assign or edit permissions.

The following table summarizes the different levels of permissions that you can assign.

Table 1. Roles and permissions for a Business Intelligence Center site

Role Permissions
Visitors

Read

Read permissions enable users to view information in the Business Intelligence Center.

Members

Contribute

Contribute permissions enable users to view and create items, such as reports, and save them to this site.

Designers

Design

Design permissions enable users to view, create, and publish items that include dashboards.

Owners

Full Control

Full Control permissions enable users to view, create, and publish dashboards and Web Part pages, and to view or edit user permissions.

To share a Business Intelligence Center site

  1. Open the Business Intelligence Center site that you want to share.
  2. In the Business Intelligence Center site, choose Share.
  3. Type the names of the users or groups to whom you want to grant access.
  4. Choose Show Options.
  5. In the Select a group or permission level dropdown list, select the permission level that you want.
  6. Choose Share.
  7. Repeat until you have assigned all the permission levels that you want to use for the site.

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Applies to:
SharePoint admin center, SharePoint Online Enterprise (E1), SharePoint Online Enterprise (E3 & E4), SharePoint Server 2013 Enterprise