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Microsoft Excel 2010 : Collaborating with Colleagues - Saving Workbooks for the Web

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6/16/2013 7:28:15 PM
With Excel, you can save your workbooks as Web documents, so you and your colleagues can view workbooks over the Internet or an organization’s intranet. For a document to be viewable on the Web, it must be saved as a Hypertext Markup Language (HTML) file. HTML files, which end with either the .htm or the .html extension, include tags that tell a Web browser such as Windows Internet Explorer how to display the contents of the file.

For example, you might want to set the data labels in a workbook apart from the rest of the data by having the labels displayed with bold text. The coding in an HTML file that indicates text to be displayed as bold text is <b>...</b>, where the ellipsis between the tags is replaced by the text to be displayed. So the following HTML fragment would be displayed as Excel in a Web page:

<b>Excel</b>

You can create HTML files in Excel by clicking the File tab and clicking Save As to display the Save As dialog box. To save a workbook as an HTML file, click the Save As Type arrow and then click Web Page. Then, in the Save As dialog box, select the Entire Workbook option, type a name for the file in the File Name box, and click Save to have Excel create an HTML document for each sheet in the workbook.

Tip

If the only sheet in your workbook that contains data is the one displayed when you save the workbook as a Web page, Excel only saves that worksheet as a Web page.

After you save an Excel workbook as a set of HTML documents, you can open it in your Web browser. To open the Excel file, start Internet Explorer, and then click Open on the File menu to display the Open dialog box. In the Open dialog box, click the Browse button to open the Windows Internet Explorer dialog box. You can use the commands in that dialog box to identify the file you want to open.

When you double-click the file you want to open, the Windows Internet Explorer dialog box closes and the file’s name and path appear in the Open box. To display the Excel workbook, click OK, and the workbook appears in Internet Explorer. You can move among the workbook’s worksheets by clicking the sheet tabs in the lower-left corner of the page.

Saving a workbook to an organization’s intranet site enables you to share data with your colleagues. For example, Consolidated Messenger’s chief operating officer, Lori Penor, could save a daily report on package misdeliveries to her team’s intranet so that everyone could examine what happened, where the problem occurred, and how to fix the problem. It’s also possible to save a workbook as a Web file that retains a link to the original workbook. Whenever someone updates the workbook, Excel updates the Web files to reflect the new content.

To publish a workbook to the Web, click the File tab, click Save As and then, in the Save As Type list, click Web Page. When you do, Excel displays the Publish button; clicking the Publish button displays the Publish As Web Page dialog box.

Tip

You can use the options in the Publish As Web Page dialog box to select which elements of your workbook you want to publish to the Web. Clicking the Choose arrow displays a list of publishable items, including the option to publish the entire workbook, items on specific sheets, or a range of cells. To have Excel update the Web page whenever someone updates the source workbook, select the AutoRepublish Every Time This Workbook Is Saved check box. You can also specify which text appears on the Web page’s title bar. To do so, click the Change button, type the page title in the Set Title dialog box, and click OK. When you save a workbook that has AutoRepublish turned on, Excel displays a dialog box indicating that the changes will update the associated Web file.

Important

When you save a PivotTable to the Web, the PivotTable doesn’t retain its interactivity. Instead, Excel publishes a static image of the PivotTable’s current configuration.

In this exercise, you’ll save a workbook as a Web page and then publish a worksheet’s PivotTable to the Web.

Set Up


  1. Click the File tab, and then click Save As.

    The Save As dialog box opens.

  2. In the File name box, type ShipmentSummaryWeb.

  3. In the Save as type list, click Web Page.

    The Save As dialog box changes to reflect the Web Page file type.

    Set Up
  4. Click Save.

    A warning message box appears, indicating that the workbook might contain elements that can’t be saved in a Web page.

  5. Click Yes to save the workbook as a Web file.

    The message box closes, and Excel saves the workbook as a Web page.

  6. Click the File tab, and then click Close.

  7. Click the File tab, click Recent, and then, in the list of recently viewed files, click ShipmentSummary.

    The ShipmentSummary workbook opens.

  8. Click the File tab, and then click Save As.

    The Save As dialog box opens.

  9. In the File name box, type ShipmentSummaryPublish.

  10. In the Save as type list, click Web Page.

    The Save As dialog box changes to reflect the Web Page file type.

  11. Click Publish.

    The Publish As Web Page dialog box opens.

  12. In the Choose list, click Items on Sheet2.

    The available items on Sheet2 appear.

    Set Up
  13. In the Item to publish list, click PivotTable.

  14. Select the AutoRepublish every time this workbook is saved check box.

  15. Click Publish.

    Excel publishes the PivotTable to a Web page. Excel will update the contents of the Web page whenever a user saves the ShipmentSummary workbook.

Clean Up

Save the ShipmentSummary workbook, and then close it. Exit Excel.

 
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