In this video, Phil Gold demonstrates creating a BI Center site in SharePoint. Learn about some of the requirements and prerequisites to building a BI Center in SharePoint, and find out where and how to build your own.
- [Instructor] So realistically, you could stop here. You've got a cool, new tool to play with, and you can create all kinds of interesting and useful views of your data. And you could go on sharing this with people the way you've usually done it, emailing workbooks back and forth, copying graphs and pasting them into other documents, and so on, and so on. But you'd be missing out. As we talked about at the beginning of the course, using a SharePoint BI Center will enable you to share your information with your team without all of the potential pitfalls of sharing copies of files and without losing interactivity by posting data as images.
And especially if you're using SharePoint Online, your information will be available anywhere, anytime, and on any device as long as you have an internet connection. Now you can share your workbooks in any SharePoint site, but a BI Center gives you some extra advantages and features. BI Centers are pre-configured and designed for this type of information sharing. They also have built-in data connection and dashboard libraries.
Let's create a BI Center for our H+ site. By the way, this is gonna require that you have the ability to build subsites. If not, check with your system admin. I'll start by going to site contents, click the Gear, Site contents. Now I'm in the classic experience here, so what I need to do is scroll down to the bottom and create a subsite here. If you were in the new experience, there'd be a prompt up here.
Create Subsite would be up at the top. But classic experience, it's down here, so new subsite. Now let's give our site a title. And something obvious is a good idea, so BI Center for H+. Description is really kind of optional. It doesn't show up (laughing) anywhere, so I tend to ignore that. But we do need to add the URL. And because it's a URL, no spaces, no special characters, just letters, numbers, underscores, and dashes.
I'm gonna keep this really easy. BI Center, and we want this to be in English, because that's the language we're using today. Now we wanna select the right template, so we're looking for the BI Center template. And it'll be on the Enterprise tab. And right there, Business Intelligence Center. And by the way, if you're not seeing this, you need to go talk to your system administrator, because they haven't enabled something. So we'll click BI Center. And we're gonna keep the user permissions the same as the parent site.
But I have a choice here. I can inherit the navigation from the parent site, or I can have new navigation from this site. Now I'm a little bit dogmatic about navigation. I always believe in controlling the navigation manually for the site that I'm on. So I'm gonna say No, I do not want to inherit the top bar from the parent site. We'll go ahead and create this. Okay, and here we are. Now something obviously didn't work exactly the way I wanted because you see the navigation is the same as the navigation for the home site.
Let's go fix that right now. Going to go into the site settings for the subsite, Site settings. And let's go to Navigation. And what we wanna do is we want to say Structural navigation: Display the navigation below the current site. Change that there. Change that there. And let's go ahead and save this for the moment. We'll say OK. See, I've only got Dashboard, Data Connection, and Libraries now.
Of course, I also don't have a link back to the H+ home site, and I need to put that in manually. So let's go back into Navigation for a moment. Now I'm gonna scroll down here to this area that shows the actual navigation. And I'm gonna click on Current Navigation, and I'm gonna say Add link. Here, I'll give this a nice cleaner title. Let's say H+ Home page.
And we'll paste in the URL, which I just happen to have. And we'll say OK. Now you see it shows up here. And I actually want this to be the first thing, so I'm gonna click on that link, and I'm gonna move it up, move it up, move it up, move it up. There, now let's save that. And you can see H+ Home page. We've now got a link to get us back to that. But here, if we click this, this is the BI Center home page.
Okay, if you need more information about managing navigation, I recommend you check out one of the SharePoint Essentials training courses in the course library.
- Define “static snapshot.”
- Recall when to use a SharePoint BI Center.
- Cite the licensing requirements for PowerPivot.
- Describe how to add data relationships.
- Explain what happens when you export a list from SharePoint to Excel.
- Summarize what happens when you expand a filter.
- Describe how you can see data without scrolling.
- Explain how to create a BI Center.