Introduction

In today’s fast-paced business environment, decision-makers such as HR managers, controllers, and business owners need access to real-time data in a visually appealing and easy-to-navigate format. While tools like Zoho and Monday.com are popular for their user-friendly dashboards, organizations using SharePoint often struggle to deliver a similar experience. That’s where PowerApps integrated with Infowise ULTIMATEFORMS comes in—a powerful, no-code solution to build dynamic dashboards tailored to non-developers.

This blog is the first in a series of five where we will guide you through building a dashboard using PowerApps and Infowise Ultimate Forms. Whether you're looking to simplify data retrieval or create a more interactive platform for business insights, this series will help you create a dashboard that is not only visually appealing but also efficient and secure.

Why PowerApps and Infowise Ultimate Forms?

PowerApps is a Microsoft platform that allows users to build custom apps tailored to their organization’s needs, without needing extensive programming knowledge. It offers a range of tools to pull data, design interfaces, and streamline workflows—all of which are easily integrated with SharePoint.

Infowise ULTIMATEFORMS is an advanced, no-code solution built specifically for SharePoint that enhances the platform’s ability to manage business processes and data. It’s designed for users who want to create powerful, dynamic forms and workflows without needing to write a single line of code. By offering a wide range of features such as custom actions, advanced searches, reporting, and alerting capabilities, Ultimate Forms transforms SharePoint into a robust business automation platform. Click here to learn more.

What to Expect from This Series

This blog series will guide you step by step through the process of building a dashboard using PowerApps and Infowise Ultimate Forms. Here’s a brief overview of what’s coming up:

1. Connecting PowerApps to Infowise Ultimate Forms Data
   We’ll walk you through integrating PowerApps with Infowise data, setting up SharePoint lists, and ensuring seamless communication between the platforms. This post will cover all the technical steps to set up your data foundation, so your dashboard has access to the real-time information it needs.
2. Designing a User-Friendly Dashboard in PowerApps
   You’ll learn how to design a dashboard tailored for non-developers, focusing on clean, intuitive interfaces. We’ll highlight best practices to ensure that HR managers, controllers, and business owners can easily navigate and interpret data, making their decision-making process more efficient.
3. Adding Filters, Visuals, and Custom Views in PowerApps
   A dashboard is only as useful as the information it displays. In this article, we’ll show you how to add custom filters (such as keywords, experience level, and education), visual elements like graphs and charts, and multiple views to cater to different users.
4. Securing and Sharing the PowerApps Dashboard
   In the final article, we’ll cover how to secure your dashboard, ensuring that sensitive data is protected while still allowing easy collaboration across teams. You’ll learn how to set different access levels and securely share the dashboard with stakeholders.

Tools We’ll Be Using

To achieve the goals of this project, we’ll be using the following tools:

• PowerApps for building the custom dashboard and designing user interfaces.
• Infowise ULTIMATEFORMS to manage data within SharePoint and enhance functionality with advanced search and filter capabilities.
• SharePoint Lists for storing and organizing data that will be displayed in the dashboard.

These tools, when combined, offer a comprehensive solution for building a dashboard that’s both powerful and easy to use.

Why a Dashboard Matters for Non-Developers

For business owners, HR managers, and controllers, a dashboard is a critical tool that allows them to make data-driven decisions without having to dig through multiple spreadsheets or reports. A well-designed dashboard provides at-a-glance insights, helping users track progress, identify trends, and make informed decisions quickly.

However, many existing SharePoint solutions are not designed with non-developers in mind. By integrating PowerApps with Infowise Ultimate Forms, you’ll create a system that is not only functional but also user-friendly—offering the best of both worlds.

What's Next?

In the next article, we’ll dive into how to integrate PowerApps with Infowise ULTIMATEFORMS data, including the step-by-step process of connecting your SharePoint lists and setting up the data foundation for your dashboard.

Stay tuned for the next blog post, where we’ll start turning your vision of an interactive, visually appealing dashboard into reality.