21 September, 2010

SharePoint 2010:Office Features

Some of the capabilities made available in SharePoint are directly tied to Microsoft Office programs.These capabilities use SharePoint to extend the functionality of Microsoft Office.

Microsoft Office programs that have extended capabilities when used in conjunction with SharePoint include Excel, InfoPath, and Visio. There are a set of SharePoint enterprise services that directly integrate with these programs to provide additional information sharing, visualization, and management capabilities.

• Excel Services: Used in conjunction with Excel 2007 or Excel 2010 to publish spreadsheet content and calculations for access with the web browser

• Form Services: Used in conjunction with InfoPath 2007 or InfoPath 2010 to publish forms as web pages allowing for the entry of data through a web-based interface

• Visio Services: Used in conjunction with Visio 2010 to publish diagrams as dynamic web images allowing for viewing and information visualization through the web browser

While we will not be going into detail about how to create complex Excel sheets, InfoPath forms, or Visio diagrams, the information you learn here will allow you to take those files and make them available in SharePoint.

Excel Services

Excel Services is available in SharePoint Server and is designed to extend Excel data analysis and business intelligence capabilities by allowing you to publish Excel resources to SharePoint for access via the web browser. This allows Excel-based information and capabilities to be leveraged as online reporting and analytical tools.

For example, you can create corporate sales reports in Excel using all of the data analysis and visualization tools available in this product, such as PivotTables and pie charts. This information can be configured to represent the organization’s sales statistics and then published to SharePoint and organized into dashboards or online report structures allowing for easy access by individuals with appropriate rights.


Excel Services within SharePoint Server 2010 allows you to publish an entire Excel workbook, a sheet within a workbook, or specific objects, such as PivotTables, pie charts, and named ranges located within Excel worksheets.

Once published, the Excel content can be accessed from within the library via the web browser or added to a SharePoint page using the Excel Web Access web part.

Publishing Excel content to Excel Services is possible using either Excel 2007 or Excel 2010. Once published, the Excel content can be integrated with other SharePoint resources to create business solutions.

Publishing to Excel Services

Excel Services requires that the SharePoint Server Enterprise Site Features be enabled within the site where you wish to publish the content. With this feature enabled, you can publish Excel content in files located within the site’s libraries to Excel Services.

To publish Excel resources to Excel Services using Excel 2007 perform the following steps:

1. Click the Office button and from the Office Button menu highlight the Publish option. Then select Excel Services as seen in following figure:



2. On the Save As window, select a SharePoint library in a site that has the SharePoint Server Enterprise Site Features enabled and click the Excel Services Options button.

3. On the Excel Services Options window:
a. On the Show tab select the type of items to include. Items available for inclusion are:
• Entire Workbook: This will publish the entire Excel document for use in Excel Services.
• Sheets: This will allow you to identify specific worksheets in the workbook that should be made available within Excel Services.
• Items in the Workbook: This allows you to identify specific objects in the Excel document to publish for use in Excel Services. Objects to publish can include named ranges, charts, tables, and PivotTables.

b. On the Parameters tab specify any cells that should be made editable in the published sheets. Only cells that have been named in the Excel sheet can be set as parameters.

c. Once all of the appropriate options have been selected click the OK button.

4. On the Save As window click the Save button.

The Excel items are saved for use within Excel Services, and the items are opened in the web browser.
To publish Excel resources to Excel Services using Excel 2010 perform the following steps:


1. Select the File ribbon and choose the Save & Send option.

2. On the Save & Send page select the Save to SharePoint option, select a library in a site that has the SharePoint Server Enterprise Site Features enabled and click the Publish Options button (Please refer the following figure)



3. On the Publish Options window:
a. On the Show tab select the type of items to include. Items available for
inclusion are:
• Entire Workbook: This will publish the entire Excel document for use in Excel Services.
• Sheets: This will allow you to identify specific worksheets in the workbook that should be made available within Excel Services.
• Items in the Workbook: This allows you to identify specific objects in the Excel document to publish for use in Excel Services. Objects to publish can include named ranges, charts, tables, and PivotTables.

b. On the Parameters tab specify any cells that should be made editable in the published sheets. Only cells that have been named in the Excel sheet can be set as parameters.

c. Once all of the appropriate options have been selected click the OK button.

4. On the Save & Send page click the Save As option.

5. On the Save As window click the Save button.

The Excel items are saved for use within Excel Services, and the items are opened in the web browser.

If you have any queries or doubts regarding the above mentioned information then please let me know,Thanks..

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