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Sintel BI is set up once by an administrator and a site owner. After that, site owners build data sources and dashboards, and can share dashboards with other people to view or edit. Find your role below to see what you need to do.
Who does what
| Role | What they do | Start with |
|---|---|---|
| Microsoft 365 or SharePoint administrator | Installs Sintel BI in the tenant once, and installs package updates. | How to install |
| Site owner | Sets Sintel BI up on a site, and decides who can view and build dashboards. | Configure on a site |
| Dashboard builder (a site owner, with Full Control on the site) | Creates data sources and dashboards. No code needed. | How to use Sintel BI |
| Dashboard editor | Changes dashboards that were shared with them with Can edit. Can't create new dashboards or data sources. | Change an existing dashboard. Ask the dashboard builder to share it with you with Can edit. |
| Viewer | Opens dashboards that were shared with them. | Nothing to set up. Ask the dashboard builder for the link. |
Not sure if Sintel BI is ready on your site?
Ask your site owner, or look in Site contents > Site Pages for the Sintel BI app page (it's often called SintelBI, but the site owner chooses the name). If it opens Sintel BI, you can start building. If not, ask your site owner to configure it.
I want to build a dashboard
- How to use Sintel BI: a quick tour from data source to shared dashboard.
- Data sources: connect the SharePoint lists, Excel files or SQL databases your dashboard shows.
- Components guide: pick the charts, grids, cards and filters for your dashboard.
- Best practices: tips for dashboards that stay fast and easy to use.
Changing a dashboard that already exists? See Change an existing dashboard.
When you're comfortable with the basics, Formulas let you add calculated columns and totals without changing your lists.
I need to set Sintel BI up
- An administrator installs Sintel BI in the tenant.
- A site owner configures it on a site.
- The site owner checks the permissions required, so people can open and edit dashboards.
The other admin tasks, such as updating or removing Sintel BI, are in the Administration section of the menu.
Something isn't working
See Troubleshooting. Each article says what you see, why it happens and how to fix it.