Как сделать совместный доступ к файлу excel

Sharepoint 2013 excel web access web part

For real-world, hands-on SharePoint training, please visit:


In this quick SharePoint Demo, SharePoint Institute's own Executive Director shows you how to use SharePoint 2013 Excel Web Access Web Parts to easily add Excel Web Parts to your page.  

Transcription:

Hello everyone, Tom Robbins here with SharePoint Institute and welcome to my weekly video blog post. This week we’ll be taking a look at using the Excel Web Access Web Part to display Excel graphics on a SharePoint page. 

To do this we’ll just start with a new page. My goal here is to add some graphics from a sample Excel spreadsheet that we used from the Office Template Gallery. And this is just a page that we’re going to call “College Expenses” just to show you how this really works. 

I want to place a web part on the left, or rather, an Excel graphic on the left and an Excel graphic on the right. So let’s go ahead and switch the layout to a two column layout, or maybe even three and then we can put a title across the top. We’ll call it “College Expenses Reports.” 

Down in the left-hand zone I want to insert the Web Part that allows me to work with Excel services. And that is the Excel Web Access Web Part. Over on the right, we’ll do the same thing and place another Excel Web Access Web Part on the right. 
If you open the spreadsheet and look at it, we've got an Excel spreadsheet with some graphics in it and some data to generate those graphics. Each of these graphics is a named item. The one we’re looking at is the Monthly Income Summary on the left and the Monthly Expense Summary on the right.  I simply want to display these graphics on my SharePoint page so I don’t need to make any changes. 

Back in SharePoint, I need to edit each of these Web Parts. Open the tool pane and then browse out and find that Excel spreadsheet and which is called “College Budget” and then click insert. Then you need to put the name of the chart. That’s the named item from inside of Excel that you want to display. So that’s “Monthly Income Summary.” I’m leaving all the defaults as is so I can show you what the default Web Parts look like out-of-the-box. 

For the second graphic on the right, I’ll modify some of the web parts. Notice you get the File tab option, the open in Excel option, data refresh options, calculate the workbook. You even get a dropdown box to choose other named items that are in the spreadsheet so you can dynamically switch between displays.
Over on the right, let’s go ahead and add that second graphic. It’s the same workbook here in my Document Library – College Budget – insert that one as well. And that second chart was “Monthly Expense Summary.  For this one I’m making changes to a couple of the options.  The first thing I want to do is get rid of the toolbar so we don’t have to see it across the top. So just switch the toolbar to ‘none.’ I also don’t want to see the named item dropdown list so I’m going to un-toggle that in the options. I’d like to give it a tile, so I’m going to expand the Appearances section and give it a title. I’m naming it “Monthly Expense Summary.” Click okay so you can see what it looks like.

When you save the page you have two really nice looking Web Parts. Notice that the one on the right doesn’t have the menu bar. So I don’t have the ability to use the File tab and download a snapshot or print this image. I don’t have the open in Excel link on the right as we do on the left. And on the right I don’t have the ability to recalculate the workbook. Also here on the right-hand web part, I don’t have the ability to dynamically switch between the different graphics inside that particular Excel spreadsheet. So you can see that you have the option with the Web Part properties to make changes to each of the Web Parts. 

Hopefully now you can easily add Excel Web Parts to your page.
  • Microsoft SharePoint (Software)
  • SharePoint 2013
  • Tom Robbins
  • ASPE Training
  • ASPE-IT
  • SharePoint
  • SharePoint Demo
  • SharePoint How To
  • Excel
  • Excel Web Parts
  • SharePoint 2013 Excel Web Access Web Part
  • SharePoint Institute