Self Service BI Navigation Menu in Sharepoint

Less than 10 easy steps to create a Sharepoint Self Service Business Intelligence Navigation menu like this…


A link to PowerPivot will open your PowerPivot Site, Dashboard Designer will open your Performance Point Dashboard Designer, and the third item in the menu is for the Report Builder 3.0 click once application.

First, open your site, go to Site Actions > Site Settings > then Under Look and Feel select Navigation.


Under Global Navigation select these settings…


Under Navigation and Sorting, select Global Navigation and select Add Heading…

Sharepoint Navigation and Sorting

Give the Heading a name…Self Service…


Now select the Self Service Heading and we are going to add 3 links for PowerPivot, Performance Point Dashboard Designer and Report Builder.  The PowerPivot link will already be there if you have created a PowerPivot site.  Simply select PowerPivot under Global Navigation and select Move Up or Move Down to position this item directly underneath the Self Service Heading.


To Add a Dashboard Designer link, select Self Service then Select Add Link…


Name the link “Dashboard Designer” and set the URL to be something like this (may vary for your Sharepoint site) e.g. if your BI site is referenced as /sites/BI/yoursite then try…



Now add another link and name the link “Report Builder 3.0″…with the URL set to be something like this (may vary for your Sharepoint site) e.g. try this for start…



Now click OK on your Navigation screen MOST IMPORTANTLY !….Clicking OK at your Navigation screen will save all the changes you just made to the Navigation menu – otherwise all your good work will be lost! Scroll down until you see the heading Show and Hide ribbon – the OK button you need is below here!


Now test each link in your new Global Navigation Self Service menu to make sure each link launches successfully…


Thats it – a Self Service BI menu in Sharepoint in under 10 easy steps !

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