Configuring Excel Services with MOSS 2007

The steps are as follows :

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Excel 2007 is the only compatible version for Excel Services Configuration with MOSS 2007.

Open your sharepoint portal -> Site Actions -> Create -> New Doc Library -> Give Title & Desc -> Select Document Template as Office Excel Spreadsheet

Open Excel Workbook -> File -> Publish -> My Network Places -> Select your Excel Library -> Chk open in excel services -> Excel Services Options -> Select Sheet -> Items in Workbook -> Select Chart -> It gives a permission error

Open Central Admin -> Shared Services Admin -> services on server -> start Excel Calculatio Services -> Shared Services -> Trusted File Locations -> Add T. F. Loc -> Add Library Location (URL) -> Select Children Trusted -> Select Trusted data connection libraries & embedded

Open the page on your portal where you wish to host your Excel Charts -> Edit Page -> Add New Web Part -> Select Excel Web Access Webpart (in business webparts) -> Open tool pane -> Select Workbook

Introduction To Excel Services

Excel Services gives a server side version of Excel.

As per microsoft, Excel Services is a Microsoft Office SharePoint technology that makes it simple to use, share, secure, and manage Microsoft Office Excel 2007 workbooks (.xslx, xslb) as interactive reports in a consistent way throughout the enterprise.

There are three basic components to Excel Services that interact with each other and together form the overall structural design of Excel Services.

  1. Excel Calculation Services (ECS) – “engine” of Excel Services that loads the workbook, calculates in full fidelity with Microsoft Office Excel 2007, refreshes external data, and maintains sessions.
  2. Excel Web Access (EWA) – a Web Part that displays and enables interaction with the Microsoft Office Excel workbook in a browser by using Dynamic Hierarchical Tag Markup Language (DHTML) and JavaScript without the need for downloading ActiveX controls on your client computer, and can be connected to other Web Parts on dashboards and other Web Part Pages.
  3. Excel Web Services (EWS) – a Web service hosted in MOSS server that provides several methods that a developer can use as an API to build custom applications based on the Excel workbook.

Steps to create an excel service are

  1. create an excel sheet. Eg : A table with 3 columns, Person/Date/Amount. With  a sum, and a 3D chart, also used conditional formatting and nice looking icons that appear automatically to make data visually more meaningful and appealing.
  2. Go under SharedServices for the site you wish to put this excel sheet on, and under Excel Services settings, click on “Trusted File Locations”. Go ahead and add the location we will put this excel sheet on.
  3. Go to the site, and create a document library. Go to the document library settings, advanced settings, and under “Open browser-enabled documents”, choose “Display as web page”.
  4. Make the above excel sheet available via Excel services. If you are using a version of office that can publish to excel services, such as Office Ultimate 2007, go ahead and use OFFICEBUTTON->Publish->Excel Services, and publish to the document library created in step 3. Otherwise, just save it in that doc. library.
  5. Click on the uploaded excel sheet in SharePoint.

The steps are as follows : Excel 2007 is…

The steps are as follows :

Excel 2007 is the only compatible version for Excel Services Configuration with MOSS 2007.

Open your sharepoint portal -> Site Actions -> Create -> New Doc Library -> Give Title & Desc -> Select Document Template as Office Excel Spreadsheet

Open Excel Workbook -> File -> Publish -> My Network Places -> Select your Excel Library -> Chk open in excel services -> Excel Services Options -> Select Sheet -> Items in Workbook -> Select Chart -> It gives a permission error

Open Central Admin -> Shared Services Admin -> services on server -> start Excel Calculatio Services -> Shared Services -> Trusted File Locations -> Add T. F. Loc -> Add Library Location (URL) -> Select Children Trusted -> Select Trusted data connection libraries & embedded

Open the page on your portal where you wish to host your Excel Charts -> Edit Page -> Add New Web Part -> Select Excel Web Access Webpart (in business webparts) -> Open tool pane -> Select Workbook