Publishing Your MS Excel 2010 Dashboard Online Using SkyDrive

This Tech Tip was submitted by Donyell Francis, Data Compliance Manager, Technical College System of Georgia.

If you use MS Excel 2010 to create Dashboards and would like other users to have access to your dashboard and its functionalities, SkyDrive is a great option. In order to use SkyDrive you will need a Windows Live account. But, if you do not already have one, they are free to set up. Let’s publish the Dashboard below to my SkyDrive folder so I can allow other users to access it via their web browser.

You can follow the steps below and/or watch a video tutorial demonstrating how to use these features (View Video).

Step 1: Develop a Dashboard.

 
 Step 2: Save the Dashboard as a Web file. Go to "File," then click "Save and Send," then click "Save to Web."
 
 
Step 3: Log in to Windows Live or Set up a New Account. Select "Sign In" if you already have an account or "Sign Up for Microsoft SkyDrive" to create an account.
  
Step 4: Select the Destination Folder. Select the folder in SkyDrive where you would like to save your Dashboard and click "Save As."
 
 
Step 5: Send Link to Access Dashboard. Now when you log in to your SkyDrive account you should be able to view your Dashboard. There you can edit settings that allow others to access your Dashboard without having to sign in to SkyDrive. You also can send out email invitations to only those you want to provide access, or choose "Get a link" and post it on your web page.
 
 
 
 

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Total Comments: 13
 
Dale posted on 9/11/2013 4:09 PM
With business intelligence becoming a growing necessity in higher education and departmental budgets becoming more strained, it is nice to see a cost-effective solution to getting the right data to the right people.
Claire posted on 9/11/2013 4:31 PM
Thank you for sharing this. I hadn't realized that Excel dashboards could be shared this way before. While your directions were easy to follow it was also nice to watch the video.
Lisa posted on 9/11/2013 4:40 PM
The really nice part about SkyDrive (file hosting service formally known as Windows Live) is that your audience does not have to have Microsoft Office installed; anyone can access and edit documents using a web browser. If your dashboards are interactive, this is a really great way to display your work. Another plus is that publically-shared folders do not require your users to create an account. SkyDrive allows for online collaboration in real time by multiple users, you can access it later from anywhere in the world, and it has access for Windows, Mac, web, and remote access uses from all your devices. With SkyDrive, a link to your dashboards can be posted on your college’s web site—this is very appealing. There are some great benefits to publishing your interactive dashboards to SkyDrive—good tip!
Tara posted on 9/11/2013 4:52 PM
This is an excellent tip. I just created two for my department. I was up and running in no time. I will suggest this to a few Non-for profit agencies. Thanks for sharing.
Mary Jo posted on 9/11/2013 4:57 PM
Great tip with easy instructions to follow. As users move on to Excel 2013, the integration with SkyDrive is even stronger.
Julia posted on 9/11/2013 5:05 PM
Very easy instructions to follow. I especially like the fact that users do not need to create an account if the files are publically shared. Thanks for sharing!
Marlene posted on 9/11/2013 5:40 PM
Very interesting...I had not heard of SkyDrive before and I imagine it could be useful in many different applications. Thanks for sharing!
Annie posted on 9/12/2013 12:41 AM
This is great. I will try using this as a weekly reporting system to leadership rather than sending out emails of pdf files.
Lee posted on 9/12/2013 9:25 AM
Thanks for the tip! This is a great recommendation for all of us who are struggling to find ways to make our data more accessible to a larger institutional audience.
Gary posted on 9/12/2013 12:22 PM
This appears to have good potential. I like that it provides an easy way to publish to the web and preserves some interactivity. If it's practical to do so, could you share the link to your sample dashboard so we can see how it behaves?
Terry posted on 9/12/2013 5:26 PM
Great use of the most commonly available tools. Donyell really has a good feel for visually displaying data. I look forward to using this.
Gary posted on 9/13/2013 5:27 PM
Watch the video! It's not a generic video as I assumed - thanks for making it.
Katie posted on 9/17/2013 1:56 PM
Excellent tip and video. Reading the tip and watching the corresponding video inspired me to try this. I agree with others - very easy to do. I do have some concerns about security and am curious if others do as well. That said, this appears to be cost-effective data sharing solution to help us get certain data to the individuals or groups of our choosing.