Is Sharepoint and Excel the best thing to use for Trust??

[Theldron]

Hi all,

 

I have been promoted and I am now working for the Trust that my old school is a part of. The Trust has just been formed, there are currently 3 schools.

 

They have an Excel online document, that is stored on Sharepoint and holds the KPI (Key Performance Indicators) and SEF (Self-Evaluation Form), that all 3 schools have to fill in and is then shared with the Trustees at quarterly meetings. It also has a small dashboard that summaries the Key aspects of the information.

 

I have been tasked with looking to see if this IS the best way of doing it as they have been experiencing problems. Data going missing, the excel doc being locked etc. The Excel document being locked I believe was probably somebody using an older version of Excel......

 

They need to enter a lot of written information into the SEF, as well as data for the KPI and get it all analysed. I know Excel isn't the best place to enter a lot of written information.

 

Can anyone recommend an alternative to this?

 

Was wondering if using Word for the SEF and Excel for the KPI and hyperlinking in a main document, would be better?

 

Any ideas or recommendation would be appreciated.

 

Cheers

[mukz]

Im not no expert but maybe PowerBI might be able to help? I could be completely wrong and causing more work.

 

I have read somewhere that Word tables can be extracted from the xml file into PowerBI

[Theldron]

PowerBi looks good mate, thanks for the recommendation, will have a look.

 

Within Sharepoint though was wondering if I created a true dashboard, with links to the different docs. Word for the SEFs and Excel with the KPIs. I assume you can create links to other sharepoint documents within a document?

[mukz]

PowerBi looks good mate, thanks for the recommendation, will have a look.

 

Within Sharepoint though was wondering if I created a true dashboard, with links to the different docs. Word for the SEFs and Excel with the KPIs. I assume you can create links to other sharepoint documents within a document?

 

yup you can. you can use the get link for the file.