Data Viewer · Microsoft 365

SharePoint charts and dashboards.

Turn business data into clear, useful insights—right where your teams work.

Build interactive reports, charts and KPIs from SharePoint, Excel and connected business data. Give Site Owners the tools to create dashboards without custom development.

Data Viewer dashboard showing multiple charts on a SharePoint page

Your data. A clearer picture.

SharePoint Online   ·   Microsoft Teams   ·   Viva Connections

From records to understanding

Help your teams see what needs attention.

Give operational data a place on your intranet. Replace difficult-to-scan rows with reports and visualisations that make patterns, exceptions and priorities easier to recognise.

Charts that tell the story

Compare performance with bar and column charts, follow trends with line charts, and explore proportions with pie and doughnut views. Configure labels, colours, axes and multiple data series.

Reports people can use

Select and arrange columns, use clear business-friendly headings, and organise records with sorting, grouping and paging. Add calculated values and summaries to answer useful questions.

Exceptions that stand out

Use conditional formatting to highlight overdue work, changing performance and values outside your thresholds. Help people see which records deserve their attention.

KPIs in context

Present headline metrics with gauges and complement them with tables or charts on the same page. Use map and tree visualisations when geography or hierarchy matters.

Connect the information you use

Bring business data into SharePoint.

Choose the source and the records your audience needs, then shape the results into a report or dashboard.

SharePoint lists

Microsoft Excel

SQL Azure

OData

Copilot connectors

Work with your existing sources

Display SharePoint lists and libraries, spreadsheets and supported external data. Connection setup and access requirements depend on the source.

Visualise aggregated content

Use Lightning Conductor to aggregate content, then present that data as a Data Viewer visualisation.

Insight in the flow of work

Share the dashboard where decisions happen.

Put reports on modern SharePoint pages, surface them in Microsoft Teams and show useful metrics through Adaptive Cards in Viva Connections.

Built for Microsoft 365

Data Viewer is a SharePoint Framework (SPFx) solution that works within your Microsoft 365 experience. Plan source connections and permissions around the information each audience should see.

Connect. Shape. Visualise.

Create a dashboard with purpose.

01 / CONNECT

Choose your data

Connect to a supported source and select the information your team needs.

02 / SHAPE

Make the report useful

Choose columns, calculations, grouping and formatting to answer a clear business question.

03 / VISUALISE

Build the bigger picture

Choose the chart or table that communicates the results, then add it to your SharePoint page.

Your questions, answered

Data Viewer FAQs

What is the Data Viewer web part?

Data Viewer helps Site Owners create charts, reports and dashboards from business data on modern SharePoint pages.

Which data sources can I connect?

Supported sources include SharePoint, Microsoft Excel, SQL Azure, OData and external content available through Microsoft 365 Copilot connectors. Setup depends on the chosen source.

Do I need custom development?

Standard reports and visualisations can be built with configuration tools. Select data, arrange columns and choose the presentation through the interface.

Can I combine charts and tables?

Yes. Place multiple Data Viewer web parts on a SharePoint page to combine reports, charts and headline metrics.

How does it work with Lightning Conductor?

Lightning Conductor aggregates content from multiple sources. Data Viewer can visualise aggregated data, helping you move from a consolidated view to charts and reports.

Is this a replacement for Power BI?

Data Viewer suits operational reporting directly in SharePoint. Power BI serves broader business intelligence and data modelling needs. Choose the tool around the reporting problem you need to solve.

See your data differently

Turn information into a clearer next step.

Try Data Viewer with your own data, or show us the reporting challenge you want to solve.