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Thursday, September 11, 2008

Differences between using a workbook in Excel and Excel Services - SharePoint Server - Microsoft Office Online

As part of your dashboard or planning project, or separately, you may be investigating Excel Services.  It does not have all of the features of Excel in the browser.  Data entry isn’t supported.  Charts are different. Macros aren’t supported, though UDFs are and you can call Excel Services from VBA.  It’s usually hosted in Sharepoint, though Excel Services is just a web service that’s accessible via custom apps.

Supported and unsupported features when loading a workbook

Differences between using a workbook in Excel and Excel Services – SharePoint Server - Microsoft Office Online

It is, however, a good way of keeping one version of the truth around in a central, protected format and is easily understandable by the business.  And there are some other possibilities like using the Excel Web Companion, and saving data using Excel Web Companion.  The Save As feature may provide an interesting way of doing some adhoc forecasting & brainstorming online.

Spreadsheet hell comes to Sharepoint!

What is "one version of the truth"?

A common requirement when publishing a Microsoft Office Excel 2007 workbook that is connected to an external data source on Excel Services is to ensure that users always view a consistent set of values and formula results, and that the workbook uses secure and up-to-date connection information. This is sometimes called obtaining "one version of the truth".

For example, if you are reconciling budget data each quarter between different departments to provide a company-wide budget summary, you need to ensure that everyone is working with reliable and consistent data to ensure that the process goes smoothly with minimal disruption and disagreement over differing values between workbooks and the timing of formula calculations and results.

Roadmap for publishing an Excel workbook as "one version of the truth"

Using charts and PivotChart reports in Excel Services

Using named views to show/hide charts.

View a named item in Excel Services

Tying back to external systems

Using hyperlinks in Excel Services

Drilling to details in a cube/pivot table

Expand or collapse data details in Excel Services

Drilling to details with outline

Outline data in Excel Services

Custom Properties of the Web Part

Create a menu to show/hide named items.

Connect a List View Web Part to Excel Web Access

More blogs and postings

http://blogs.msdn.com/cumgranosalis/archive/category/12700.aspx

http://blogs.msdn.com/luisbeonservices/archive/2006/12/11/using-udfs-and-excel-formulas-to-get-a-query-table-on-excel-services.aspx

http://blogs.msdn.com/cumgranosalis/archive/2008/05/06/new-published-paper-advanced-usage-of-excel-services-and-file-format-manipulations.aspx

http://blogs.msdn.com/cumgranosalis/archive/2008/05/23/tips-on-excel-services-article-published-on-msdn.aspx

http://blogs.msdn.com/excel/archive/category/11361.aspx

http://blogs.msdn.com/luisbeonservices/

Creating Business Applications by Using Excel Services and Office Open XML Formats

Use members from an Analysis Services dimension as parameters with the Single Select web part.

Excel Services Forums

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