Creating Dashboards for

Business Process

Automation in SharePoint

2013

Three Common Questions

• How can users create dashboards in

SharePoint 2013?

• How can a user keep track of important

activities related to their projects?

• How can our managers easily track our

progress in SharePoint?

Agenda

• In this webinar you'll learn how to design dashboards in SharePoint 2013 using pages and out-of-the-box web parts.

• Necessary components – Data

– Forms

– Workflows

• Page Design and Web Parts

• Demo

• Q & A

GETTING STARTED

Necessary Components

Add an App

InfoPath Forms and Form

Services

Fields and Form Controls

Managing Rules – Validating

Data

Managing Rules – Formatting

Data

Managing Rules – Actions

• Query for Data

• Submit to a Data Connection

• Set a Field Value

• Switch Views

Forms with SharePoint Designer

Workflows

Workflow Design

Creating a Workflow

Creating a Workflow

SP Designer Workflows

2010 Custom Workflows

2013 Custom Workflows

SharePoint 2013

• Actions

• Conditions

• Events

• Loops

PAGE DESIGN AND WEB

PARTS

Wiki Pages

Web Part Pages

Web Part Pages

Web Part Page with Status List

Web Part Page with Status List

Web Part Page with Status List

Web Parts

• In SharePoint 2013, a Web Parts page is a collection of Web Parts that combines list data, timely information, or useful graphics into a dynamic web page.

• The layout and content of a Web Parts page can be set for all users and then, optionally, personalized for individual users.

• A site owner or a site member with the appropriate permissions can create and customize Web Parts pages by using a browser to add, reconfigure, or remove Web Parts.

• You can use Web Parts on Web Parts pages, wiki pages, content pages, and publishing pages.

Web Parts

App Parts

Business Data Web Parts

Community Web Parts

Content Rollup Web Parts

Document Sets Web Parts

Filters Web Parts

Forms Web Parts

Media and Content Web Parts

Search Web Parts

Search-Driven Content Web

Parts

Social Collaboration Web Parts

Page Design with App Parts

DEMO

Creating Dashboards for Business Process Automation in

SharePoint 2013

ADVANCED DASHBOARDS

Excel Services Dashboard

Power View Dashboard

PerformancePoint Dashboard

PowerBI Dashboard

Business Process

Automation

Questions and Answers

SharePoint 2013 for Business

Process Automation

• Twitter - @andyhuneycutt

• September – October – November–

December 2015

• @ 12:00 PM EDT | 11:00 am

CDT | 10:00 am MDT | 9:00 am PDT

SharePoint 2013 for Business

Process Automation

A brand new course covering SharePoint’s automated services and capabilities.

• Enterprise Content Management

• InfoPath

• Out-of-the-box Workflows

• Custom workflows

BPA coming to a city near you!

• http://www.aspe-

it.com/courses/sharepoint-2013-business-

process-automation-training/dates.php