Build a Teams Page with Solicitation Tracking Dashboard - Phase One
Budget: $30 – $250 USD
Description:
I am looking to develop a dashboard within Microsoft Teams to track the status of various solicitations. Each channel within my Teams site represents a specific solicitation, and I am currently tracking these via an Excel spreadsheet. The aim of Phase One is to lay the foundation for this dashboard and ensure seamless data integration.
Tasks:
Requirements Gathering:
Collaborate with me to understand the current data structure in the Excel spreadsheet.
Define the visual representation and components for the dashboard (e.g., charts, graphs, countdowns).
Setup SharePoint Lists:
Create a SharePoint list designed to match the Excel spreadsheet's structure.
Ensure fields are set up for easy updating and tracking of solicitations.
Initial Dashboard Prototype:
Use PowerApps (or a similar tool) to draft an initial dashboard layout.
Integrate data from the SharePoint list into the prototype.
Include components for displaying solicitation details, due dates, etc.
Automation Foundations:
Set up a preliminary design for a Power Automate flow, intending to sync data between the Excel sheet and the SharePoint list (full automation will be tackled in a subsequent phase).
Documentation:
Provide a brief document outlining the work done, tools used, and any essential instructions for use or considerations.
Requirements:
Proficiency in Microsoft Teams, SharePoint, PowerApps, and Power Automate.
Strong communication skills.
Ability to collaborate and make recommendations for optimal solutions.
Experience in building dashboards or similar tools is a plus.
Deliverables:
A functional SharePoint list ready for data integration.
An initial dashboard prototype in PowerApps.
Preliminary design for automation via Power Automate.
Documentation of Phase One's work.
Timeline: part of bid process
I am looking to develop a dashboard within Microsoft Teams to track the status of various solicitations. Each channel within my Teams site represents a specific solicitation, and I am currently tracking these via an Excel spreadsheet. The aim of Phase One is to lay the foundation for this dashboard and ensure seamless data integration.
Tasks:
Requirements Gathering:
Collaborate with me to understand the current data structure in the Excel spreadsheet.
Define the visual representation and components for the dashboard (e.g., charts, graphs, countdowns).
Setup SharePoint Lists:
Create a SharePoint list designed to match the Excel spreadsheet's structure.
Ensure fields are set up for easy updating and tracking of solicitations.
Initial Dashboard Prototype:
Use PowerApps (or a similar tool) to draft an initial dashboard layout.
Integrate data from the SharePoint list into the prototype.
Include components for displaying solicitation details, due dates, etc.
Automation Foundations:
Set up a preliminary design for a Power Automate flow, intending to sync data between the Excel sheet and the SharePoint list (full automation will be tackled in a subsequent phase).
Documentation:
Provide a brief document outlining the work done, tools used, and any essential instructions for use or considerations.
Requirements:
Proficiency in Microsoft Teams, SharePoint, PowerApps, and Power Automate.
Strong communication skills.
Ability to collaborate and make recommendations for optimal solutions.
Experience in building dashboards or similar tools is a plus.
Deliverables:
A functional SharePoint list ready for data integration.
An initial dashboard prototype in PowerApps.
Preliminary design for automation via Power Automate.
Documentation of Phase One's work.
Timeline: part of bid process