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Simple Excel Services - Step by step, publishing a spreadsheet to SharePoint 2007

Author: Tobias Zimmergren
Url: http://www.sharepointblogs.com/zimmer 

In this post I will briefly describe how you can connect your excel spreadsheet to a SharePoint list using Excel Services.
I will not go into any details as to what Excel Services is, how you get it online or what the great uses are. I will simply step you through the process of creating a spreadsheet and publish it in a document library and be able to open it in your browser.

For any theory on Excel Services, consult any of the hundreds of blogs out there that is talking about it.

Now, let's get started...

First, I created a Document Library called "Excel Documents"

Secondly, you need to make sure that SharePoint has a trusted file location to use. To set a trusted

file location, go to Central administration and then your SSP admin-page.
Choose "Trusted File Locations"

Create your Trusted File Location (I chose to use my default website as a trusted file location for this demo)

Next, fire up Excel 2007 by either opening an existing excel document or create a new one. I chose to create a new one for demonstration purpose.
Fill in some sample-data, if you decided to create a new one.

When your Excel spreadsheet is complete, choose to publish it by choosing the Office button -> Publish -> Excel Services and then fill in the URL to the document library where you want to save your Excel spreadsheet (for instance, in your newly created doclib)

When it's published the file will open in your browser.. Close that window and go to your Document Library and choose Settings -> Document Library Settings -> Advanced settings. Make sure the "Browse-enabled Documents" is set to "Display as a webpage" in order to open the Spreadsheets in your browser instead of Excel.

Now when you click your excel spreadsheet in your Document Library, it will look like this:

Now wasn't that simple? This was just a very simple scratch on the surface, leave a comment if you want a deep-dive into Excel Services (So I know it'll be worth my time to blog about it ;) )

Cheers!

Posted 05-09-2007 11:46 PM by Tobias Zimmergren

Comments

Sanjaya wrote re: Simple Excel Services - Step by step, publishing a spreadsheet to SharePoint 2007
on 07-24-2007 11:18 PM

Hi,

I have done the same, but the user needs to refresh the data using the connection which is available in the sharepoint ODBC list.

It gives a error saying, the connection is not reachable or denied access.

Any idea why?

cesar wrote re: Simple Excel Services - Step by step, publishing a spreadsheet to SharePoint 2007
on 08-09-2007 3:38 PM

Muchas gracias... me sirvió montones

Negar wrote re: Simple Excel Services - Step by step, publishing a spreadsheet to SharePoint 2007
on 08-14-2007 2:52 PM

Hi,

I did the same thing, but I get error message. it says contact your system administrator. :O(

Negar wrote re: Simple Excel Services - Step by step, publishing a spreadsheet to SharePoint 2007
on 08-14-2007 3:00 PM

Oops! I forgot to thank you for letting people like me using your knowledge. I’m still in testing phase and things are not working properly… I contact the box administrator to make sure services are running properly. Thanks again! :O)

Tobias Zimmergren wrote re: Simple Excel Services - Step by step, publishing a spreadsheet to SharePoint 2007
on 08-15-2007 1:12 AM

Just glad I could help :)

Bob Sharepoint wrote re: Simple Excel Services - Step by step, publishing a spreadsheet to SharePoint 2007
on 10-29-2007 3:27 PM

that is the ticket my friend!  

You just saved me a heap-o-time

cisgirl wrote re: Simple Excel Services - Step by step, publishing a spreadsheet to SharePoint 2007
on 11-06-2007 12:27 PM

Hi Zimmergren,

These steps are great but I must be missing some details.  I received an 'Access Denied' error at the point of Publishing.  I've created a Trusted File Location consisting of the Site, then try publishing through Excel Services to the Doc Lib.  No matter what I do, I get Access Denied.

I am the admin so I know services are enabled....any other advise?

Rossana wrote re: Simple Excel Services - Step by step, publishing a spreadsheet to SharePoint 2007
on 11-16-2007 4:48 AM

thank you for the info! Will you post more complicated stuff soon?

i just need to know: how did u display the data visuals in the table? (the bars in pink)

Rossana wrote re: Simple Excel Services - Step by step, publishing a spreadsheet to SharePoint 2007
on 11-16-2007 7:15 AM

cisgirl: im not an expert, but u can try checking security on the site and library levels.

speakTECH - BI wrote Database-Driven Excel Charting in SharePoint, Part Deux! by Gus Collazo
on 03-05-2008 2:51 PM

Welcome back to part 2 of my blog on Database-Driven Excel Charting in SharePoint. If you followed the

Nelson wrote re: Simple Excel Services - Step by step, publishing a spreadsheet to SharePoint 2007
on 04-22-2008 11:00 AM

Esta bien,no se si me pueden dar una mano tengo un problema ,ya hize igual a los pasos que se indican aqui pero me aparece un error como este :

You do not have permissions to open this file on Excel Services

ST wrote re: Simple Excel Services - Step by step, publishing a spreadsheet to SharePoint 2007
on 08-05-2008 7:49 AM

cisgirl: I added the first part of my site as the trusted location eg https://sitename/ into the trusted location list on SPS and it works for me (after hours of banging my head - ouch!!) I know its not 100% correct but it serves me at the moment and maybe it could be a starting point for you?

My issue now is that Excel Web Services dosnt like the visible formulas in the sheet so ihave to re do some of them :(

Hope this helps

ST

Behzad wrote re: Simple Excel Services - Step by step, publishing a spreadsheet to SharePoint 2007
on 10-11-2008 4:00 AM

Dear Guys,

I did the same thing as you did. in trusted file location setting, you should make sure that the trust children chechbox is checked.

hope this helps

Biju wrote re: Simple Excel Services - Step by step, publishing a spreadsheet to SharePoint 2007
on 12-06-2008 1:56 PM

Was just scratting my head to see where i was going wrong and googled to get you as saviour and save the midnighht OIL.. Thanks a ton man

Amit wrote re: Simple Excel Services - Step by step, publishing a spreadsheet to SharePoint 2007
on 01-20-2009 8:00 AM

How can you modify a uploaded excel sheet in a browser since the excel sheet is read only by default

Ghalia wrote re: Simple Excel Services - Step by step, publishing a spreadsheet to SharePoint 2007
on 02-16-2009 8:09 AM

i did all excel activated , i have web application - collaboration portal, this portal contains many sites, some of the sites shoe excel web services while othe like report center not showing them,  access denied ( each site has his own permissions and groups but i dont know why it s working on one phase and not on other)

The U wrote re: Simple Excel Services - Step by step, publishing a spreadsheet to SharePoint 2007
on 04-16-2009 3:59 PM

Pretty cool advise (and bilingual too!), love to to blog more about using Designer or Visual Studio to take our site collection to the next level, as I would like to publish the actual charts as webparts-

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