6Ways to Visualise
Data in Office 365
WRITTEN BY:

Dave Paylor
Senior Consultant - OBS
Visualise your business data using Office 365
Data visualisation is the presentation of complex data to a business
audienc...
1. Power BI
The term Power BI is relatively new, it refers Microsoft‘s
new generation of BI tools. PowerView is one of the...
2. Excel Services
If you have content or data in Excel that you would like
presented via SharePoint, then Excel Services i...
3. Visio Services
Visio objects can be connected to data, including
SharePoint lists. This means that the content of a Vis...
4. XSLT
XSLT is commonly used to present bar charts, but other
visualisations, such as status indicators and colourcoding ...
5. Display Templates
Display Templates are still relatively new, they were
introduced with the launch SharePoint 2013, but...
6. jQuery
There are a number of jQuery plug-ins that offer some
great visualisation capabilities. A couple of examples are...
Contact Dave if you
have any questions.
WRITTEN BY:

Dave Paylor
Senior Consultant - OBS
E: dave.paylor@obs.com.au
L: http...
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6 Ways To Visualise Data In Office 365

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In this presentation Dave Paylor will discuss 6 tools that can be used to create charts and other visualisations on Office 365. All 6 tools can be used to present data in SharePoint Online.

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6 Ways To Visualise Data In Office 365

  1. 1. 6Ways to Visualise Data in Office 365 WRITTEN BY: Dave Paylor Senior Consultant - OBS
  2. 2. Visualise your business data using Office 365 Data visualisation is the presentation of complex data to a business audience to provide valuable insight. In this presentation Dave will discuss 6 tools that can be used to create charts and other visualisations on Office 365. He has detailed their strengths, weaknesses, use scenarios and licensing implications. Power BI XSLT Excel Services Display Templates Visio Services jQuery
  3. 3. 1. Power BI The term Power BI is relatively new, it refers Microsoft‘s new generation of BI tools. PowerView is one of the elements and has been available for a few years now. It enables dynamic, interactive visualisations which are easily created and consumed by business users. It’s probably one of the most useful of the Power BI suite. Other elements of Power BI, such as Power Map and Power Query, are tremendous tools for situational visualisation. You can experience Power BI in Excel 2013 and Office 365 (as of the 11th of Feb 2014). Office 365 Compatible  Example: Activation data for SharePoint 2013 Compatible  SharePoint 2010 Compatible  Enterprise licence of SQL  Enterprise licence of SharePoint  Marine Rescue allowing analysis by squadron and cause including geospatial representation of locations Powerful, dynamic user interface Little or no customisation
  4. 4. 2. Excel Services If you have content or data in Excel that you would like presented via SharePoint, then Excel Services is a great way to visualise it as charts, graphs, etc. on selected pages. The Excel Web Access web part allows you to connect to an Excel file which is located in SharePoint and surface selected elements, such as a chart, onto the page. The users who see the chart do not need to have Excel installed. The Excel REST API is one of the best kept secrets of SharePoint and it is certainly one of the most powerful. The look and feel of a chart is managed in Excel and the chart is returned as an image which can be embedded anywhere in SharePoint Dave’s Fav Office 365 Compatible  SharePoint 2013 Compatible  SharePoint 2010 Compatible  Enterprise licence of SQL  Enterprise licence of SharePoint  Example: Country Manager using Excel to set targets for states and changing chart template with actual data coming from a SharePoint list entered by regional managers Easy to use REST charts are not interactive
  5. 5. 3. Visio Services Visio objects can be connected to data, including SharePoint lists. This means that the content of a Visio diagram can dynamically change based on the incoming data. The Visio Web Part connects to a Visio file in SharePoint and presents this interactive visualisation of data which will dynamically change as the source data is updated. The API allows further customisation of the way it interacts with other content on the page resulting in a very powerful way to visualise information. Office 365 Compatible  SharePoint 2013 Compatible  SharePoint 2010 Compatible  Enterprise licence of SQL  Enterprise licence of SharePoint  Example: Seating plan linked to people search so clicking from search shows where the person sits and clicking on the desk shows who is there JavaScript API allows for powerful interaction Files grow quickly with a lot of objects
  6. 6. 4. XSLT XSLT is commonly used to present bar charts, but other visualisations, such as status indicators and colourcoding can also easily be achieved. It’s ability is only limited to what can be achieved with HTML. With minimal training, content authors can easily apply pre-prepared XSLT to their views via the XSL link with web part settings, although one wouldn’t expect business users to create their own XSLT. Office 365 Compatible  SharePoint 2013 Compatible  SharePoint 2010 Compatible  Enterprise licence of SQL  Enterprise licence of SharePoint  Example: Apply an XSL template to a risk register in a SharePoint list to represent the content in an ISO 31000 risk matrix Server-side processing Needs knowledge to create XSL templates
  7. 7. 5. Display Templates Display Templates are still relatively new, they were introduced with the launch SharePoint 2013, but the possibilities they offer are very exciting. In many cases, Display Templates have the potential to replace XSLT for simple visualisation techniques such as indicators and colour-coding. Tool with great potential! Office 365 Compatible  SharePoint 2013 Compatible  SharePoint 2010 Compatible  Enterprise licence of SQL  Enterprise licence of SharePoint  Example: Apply a display template to a list of projects and convert a choice field value to a KPI indicator to produce a simple project dashboard Can effect a single field of a view Care needed with multiple views on the same page
  8. 8. 6. jQuery There are a number of jQuery plug-ins that offer some great visualisation capabilities. A couple of examples are jqPlot and Amcharts. These require some technical configuration, but it is all client-side and can produce some great results for your efforts. Amcharts is based on jQuery so also offers extensive animations which may be a little gimmicky but can also really bring a chart to life. Office 365 Compatible  SharePoint 2013 Compatible  SharePoint 2010 Compatible  Enterprise licence of SQL  Enterprise licence of SharePoint  Example: Absenteeism summaries held in a SharePoint list and presented as a chart using jQuery JavaScript API allows for powerful interaction Files grow quickly with a lot of objects
  9. 9. Contact Dave if you have any questions. WRITTEN BY: Dave Paylor Senior Consultant - OBS E: dave.paylor@obs.com.au L: http://au.linkedin.com/in/paylord OBS:

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