In this video, Phil Gold discusses ways to effectively share your BI Center with your team. Learn how to take the final step in sharing your interactive information by creating navigational links that will make it easier to find for your user audiences.
- [Instructor] There's one last little thing…that I think we should talk about…before we finish up this course.…You've got all this cool stuff created.…Now, what's the best way to share it with your team?…A lot of this is really dependent…on what you're trying to accomplish.…I dearly hope that before you've gone…to all the effort to create…a bunch of pivot charts and views,…you've had some conversations with the team…about what they want.…An approach that I found successful in the past…is to create a home page for your site…that will have easy to follow links…to the different dashboard pages…and other information on the site.…
Now, this could be as simple as creating a list…with links on a new page…and then designating it as your BI Center's home page.…Just click on the page and say Make Homepage.…Then, whenever people come to the BI Center,…this is where they'll be directed.…Now, I am particularly fond of the promoted links app.…I think that this looks really slick…and it's a great visual way…to navigate people to the individual places…
- 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.