TURN BUSINESS DATA
INTO INSIGHT WITH
DATA VIEWER.
Create clear, interactive reports and dashboards from SharePoint, Excel, SQL and other business data—without custom development.

Data Viewer helps Site Owners connect, shape and visualise information directly on SharePoint pages, Microsoft Teams tabs and Viva Connections dashboards, making important insights available where people already work.
Connect Your Data
Bring together SharePoint lists, Excel, SQL Azure, OData and Microsoft 365 Copilot connector data.
Create Clear Insights
Build tables, charts, gauges and calculated views using intuitive configuration tools.
Share Everywhere
Surface relevant dashboards across SharePoint, Teams and Viva Connections.
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Insight Within Your Microsoft 365 Environment
WHY ORGANISATIONS TRUST DATA VIEWER
Data Viewer runs as an SPFx solution within Microsoft 365 and presents information through the SharePoint, Teams and Viva experiences your organisation already uses. It works with existing data sources and permissions.
CAN YOUR TEAMS SEE
WHAT THE DATA IS TELLING THEM?
IS BUSINESS DATA SPREAD ACROSS DIFFERENT SYSTEMS?
Connect SharePoint, Excel, SQL, OData and Microsoft 365 Copilot connector data.
ARE IMPORTANT REPORTS TRAPPED IN SPREADSHEETS?
Turn operational data into current reports, charts and dashboards.
DO SIMPLE DASHBOARDS REQUIRE DEVELOPERS?
Give Site Owners intuitive, no-code tools for creating useful visualisations.
CAN USERS QUICKLY IDENTIFY WHAT NEEDS ATTENTION?
Highlight risks, exceptions and changing trends with conditional formatting.
DO DIFFERENT TEAMS NEED DIFFERENT PERSPECTIVES?
Create multiple views, calculations and visualisations from the same data.
ARE INSIGHTS AVAILABLE WHERE PEOPLE ACTUALLY WORK?
Publish relevant information across SharePoint, Teams and Viva Connections.

DATA ONLY CREATES VALUE WHEN PEOPLE CAN UNDERSTAND IT

TURN COMPLEX DATA
INTO CLEAR DECISIONS

Important business information often sits across lists, spreadsheets and external systems. Even when the data is available, rows and columns can make patterns, exceptions and priorities difficult to recognise.

Data Viewer brings information together and transforms it into clear reports, charts and dashboards—helping people recognise trends, monitor performance and act with confidence from within Microsoft 365.

CONNECT
BRING BUSINESS DATA
INTO SHAREPOINT

Connect Data Viewer to the information your teams depend on—whether it lives in SharePoint, Microsoft Excel, SQL Azure, an OData service or an external system indexed through Microsoft 365 Copilot connectors.

Configure the source without custom development, select the information you need and turn it into an accessible report or dashboard directly within Microsoft 365.

  • Connect directly to SharePoint lists and libraries
  • Visualise information stored in Microsoft Excel
  • Report on structured data from SQL Azure
  • Retrieve data through OData services
  • Surface external information through Copilot connectors
  • Select tables, views and relevant records
  • Apply queries and item limits
  • Constantly maintain your dynamic connection
REPORT

TURN RAW DATA
INTO USEFUL BUSINESS VIEWS

Choose exactly how information should be presented without changing the underlying data source. Data Viewer gives Site Owners the tools to transform raw records into organised, understandable reports directly on a SharePoint page.

Select and rename columns, calculate new values, apply sorting and grouping, and create multiple views for different audiences or questions.

  • Select and arrange the columns users need
  • Rename headings using business-friendly language
  • Create calculated columns and derived values
  • Sort records using multiple criteria
  • Add summaries and aggregate values
  • Configure paging and item limits
  • Create multiple views of the same data
  • Format dates, numbers, currency and percentages
HIGHLIGHT
MAKE IMPORTANT INFORMATION
IMPOSSIBLE TO MISS

Help users recognise risks, exceptions and changing performance without reading every row of a report.

Data Viewer can apply conditional formatting based on the underlying values, using colour and visual emphasis to immediately distinguish what is on track, what requires attention and where action may be needed.

  • Highlight records based on business rules
  • Apply formatting to individual values or complete rows
  • Distinguish risks, warnings and successful outcomes
  • Identify overdue items and missed targets
  • Compare actual performance against thresholds
  • Emphasise high-priority records
  • Apply consistent status colours across reports
  • Help users scan large datasets more quickly
VISUALISE

CHOOSE THE RIGHT VISUAL
FOR EVERY BUSINESS QUESTION

Transform rows of information into charts and indicators that make patterns, comparisons and performance easier to understand.

Data Viewer offers a broad range of visualisations, allowing Site Owners to present each dataset in the format that communicates it most effectively—from straightforward trends and comparisons to KPIs, geographical information and hierarchical data.

  • Create column, bar and line charts
  • Compare values using pie and doughnut charts
  • Display headline metrics with gauges
  • Visualise hierarchical information with tree charts
  • Present geographical data using maps
  • Build charts with multiple data series
  • Control colours, labels, legends and axes
  • Combine complementary visualisations on one page
SHARE
BRING INSIGHT
INTO THE FLOW OF WORK

Make important information available through the Microsoft 365 experiences employees already use.

Data Viewer reports and visualisations can be published on modern SharePoint pages, added to Microsoft Teams tabs and surfaced through Viva Connections dashboards—helping desktop and mobile users stay informed without navigating to a separate reporting platform.

  • Add reports and dashboards to modern SharePoint pages
  • Surface visualisations within Microsoft Teams tabs
  • Create Adaptive Cards for Viva Connections dashboards
  • Deliver relevant information to mobile employees
  • Use consistent reporting experiences across Microsoft 365
  • Place operational insight alongside related content and processes
  • Give departments dashboards suited to their responsibilities
  • Keep employees within familiar Microsoft 365 experiences
Need to discuss if this is right for you?
Book a free consultation and we'll recommend the approach that best fits your organisation.
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Frequently Asked Questions
Frequently asked questions about the Data Viewer web part for SharePoint

What is Data Viewer?

Data Viewer is an SPFx web part for creating reports, charts and dashboards from business data. It allows Site Owners to present useful insights directly on SharePoint pages, Microsoft Teams tabs and Viva Connections dashboards.

Which data sources can Data Viewer connect to?

Data Viewer can display information from SharePoint lists, Microsoft Excel, SQL Azure, OData services and external information made available through Microsoft 365 Copilot connectors.

Do I need to write code?

No. Data Viewer provides configuration tools for selecting data, creating views, arranging columns and building visualisations without custom development.

What types of reports can I create?

You can create structured data tables with sorting, grouping, calculated columns, summaries, multiple views and conditional formatting. This makes Data Viewer suitable for operational reports as well as visual dashboards.

Which chart types are available?

Data Viewer supports visualisations including column, bar, line, pie, doughnut, gauge, map and tree charts. Multiple data series can also be used to compare related measures.

Can I create a dashboard with multiple Data Viewer web parts?

Yes. Multiple Data Viewer web parts can be placed on one SharePoint page to combine tables, charts and KPIs into a complete dashboard.

Can reports be displayed in Microsoft Teams?

Yes. Data Viewer can be added to a SharePoint page and surfaced through Microsoft Teams, allowing users to access reports within the flow of their everyday work.

Does Data Viewer support Viva Connections?

Yes. Data Viewer can surface information through Adaptive Cards on Viva Connections dashboards, making important metrics available to desktop and mobile users.

How is Data Viewer different from Lightning Conductor?

Lightning Conductor focuses on aggregating and presenting Microsoft 365 content such as documents, tasks, events and news. Data Viewer focuses on analysing structured data through reports, calculations, conditional formatting, charts and KPIs.

Aggregated data from the Lightning Conductor can be displayed in the Data Viewer as a visualization.

Is Data Viewer a replacement for Power BI?

Not generally. Power BI is designed for advanced business intelligence and data modelling. Data Viewer is a lighter, SharePoint-focused option for creating operational reports and dashboards without establishing a separate BI experience.