SharePoint Lists: Create an HTML dashboard view

Key insights

• Choose Dashboard from Add view when that option appears in the SharePoint list.
• A prompt can describe dashboard content such as key figures, charts, filters, and background color.
• The demonstrated dashboard appears as a view in the list rather than as a separate HTML file.
• The demonstration also tests creating a dashboard view in a document library, but reports issues during the test.
• The transcript does not establish the license or rollout scope for dashboard views.

SharePoint lists can use a Copilot-generated HTML dashboard as a view, placing visual summaries alongside the list instead of in a separate file. This can help list owners and users who want to inspect key figures, charts, and filters without leaving the list. Ami Diamond [MVP] demonstrates creating the view from a SharePoint issue-tracker list and also tests the approach in a document library.

What's new

The demonstrated change is a Dashboard option in the list’s Add view menu. When available, it creates a dashboard-style view within the list experience. The view is based on the list’s data, so the demonstration presents it as connected to the list rather than as a separately stored HTML file.

That distinction matters if a team currently thinks of a dashboard as a separate page or file that people must open apart from their working list. In the example, the dashboard is another view alongside existing list views. The creator describes the desired output in a prompt, and the generated result includes a visual presentation of the issue-tracker data.

The example prompt asks for key figures, a pie chart, a histogram chart, a dropdown filter, and a dark background. Another generated view presents due items over the next seven days and lets the viewer switch between seven- and 14-day ranges. These are examples from the demonstration, not a guarantee that every prompt or list will produce the same controls.

Ami also shows list views arranged as tabs and a setting to show all views as one tab. That setting is separate from dashboard creation: it changes how the list’s views are presented, rather than what the dashboard contains.

Who it is for and what you need

This is relevant to people who work with SharePoint lists and want a visual overview of the information already held there. The example uses an issue tracker with columns such as status and due date. Lists with useful fields give the prompt data to summarize or display.

The transcript mentions Copilot in SharePoint and says a premium license was needed for an earlier workflow that created a dashboard from documents. It does not clearly state the licensing requirement for the new Dashboard view option. Check your own environment for the feature rather than assuming the earlier license statement applies to this view.

Availability is also not established for every tenant. In the demonstration, Ami says the presence of Dashboard under Add view indicates that the option is available to that user. The test in a document library produced issues, and Ami suggests that capability may still be rolling out. The transcript gives no confirmed rollout schedule, region, or administrator control.

How it works

Start in the list where you want the dashboard. The demonstrated workflow uses Add view, then Dashboard, and a natural-language description of the desired presentation. The creator can ask for particular metrics and visual elements; the example requests charts, a dropdown filter, and a dark background.

1. Open the SharePoint list and select Add view.
2. If Dashboard appears alongside options such as List, Calendar, Gallery, and Board, select it.
3. Enter a description or prompt that says what the dashboard should show. Be specific about figures, charts, filters, or presentation choices.
4. Wait for Copilot to generate the view, then inspect the result in the list. The example includes filters and charts based on the issue-tracker data.

The demonstrated output is presented as a live-linked view of the list. That means it stays in the list’s work area rather than requiring users to open a separate dashboard file to compare information. The transcript does not explain refresh timing or how changes to the source data appear, so do not infer a precise update interval from the demonstration.

To change how views appear, Ami opens the gear icon, then List, then Advanced. Under Views, the demonstrated choices are to show all views as tabs or show them as one tab. Selecting the latter groups the views under one tab, where the user can switch between them.

Limitations and open questions

The Dashboard option is the practical availability check in the demonstration: if it appears in Add view, the user can proceed to try it. The transcript does not establish licensing, tenant-wide availability, or whether an administrator must enable the capability. These details remain open, so teams should verify the option and behavior in their own SharePoint environment.

The document-library test is less conclusive than the list example. Ami reports that the same idea can be used for a library, but also encounters issues and says it may be rolling out. Treat library support as demonstrated experimentally, not as a confirmed universal capability.

The demonstration shows visual summaries and controls, but does not verify how much users can edit from inside the dashboard, what happens when list data changes, or whether every chart and filter type is supported. It also does not compare the feature with a full reporting or application solution. For now, assess the generated view against the specific tasks your list users need to perform.

No official Microsoft documentation or rollout notice was included in the available source material. The steps and availability observations here therefore reflect the demonstrated workflow, not a published Microsoft specification.

Sources

• Ami Diamond [MVP] demonstrates HTML dashboard views in SharePoint

Frequently asked questions

How do I create an HTML dashboard view in a SharePoint list?

Open the list, select Add view, choose Dashboard if it appears, and describe the content you want. Review the generated view in the list.

What license do I need for a SharePoint dashboard view?

The transcript does not specify the license requirement for creating a Dashboard view. It mentions a premium license for an earlier Copilot workflow based on documents, which does not confirm the requirement for this feature.

Is the SharePoint dashboard view available in document libraries?

The demonstration tests the approach in a document library, but reports issues and says it may be rolling out. Availability is not confirmed for all libraries or tenants.

Can SharePoint views appear under one tab?

In the demonstrated list settings, open the gear icon, select List, then Advanced, and choose to show views as one tab under Views. The transcript says this groups the views so users can switch between them.