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Using Office applications with SharePoint 2013 : Integrating Excel with SharePoint (part 1) - Sharing a Excel workbook with SharePoint

4/20/2014 3:17:49 AM
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Excel 2013 remains one of the most used applications in the Office suite, providing business users a flexible tool for collecting tabular data and performing day-to-day business analysis. The biggest enhancement in Excel 2013 is that all of the popular business intelligence (BI) features are embedded within the core application. This means that it is no longer necessary to download any add-ins to use PowerPivot, Power View, or the new features in Excel 2013, such as Inquire. Now, all Excel 2013 users have their own built-in set of BI tools. They can analyze and visually explore data of any size, and integrate and show interactive solutions without needing to connect to a SharePoint server or a SQL Server database.

Excel can integrate with SharePoint in the following ways:

  • Sharing a workbook.

  • Importing Excel data into a SharePoint list.

  • Using data in an Excel workbook that is stored in a SharePoint list.

  • Using Excel Services to view and interact with Excel workbooks that have been published to SharePoint sites. With SharePoint 2013, you can explore data and conduct analysis in a browser window just as you would by using the Excel 2013 client, including PowerPivot and Power View.

Note


Sharing a Excel workbook with SharePoint

Excel workbooks include the ability to merge changes from users, so that several users can access and edit an Excel workbook at the same time. This feature, when coupled with SharePoint, provides a secure collaborative environment for working with Excel files. To do this, you must first save the file to SharePoint, and then, on the Review tab, select Share Workbook in the Changes group, as shown in Figure 1.

A screenshot of the Review tab.

Figure 1. Use the Share Workbook command to share an Excel workbook with SharePoint.

The Share Workbook dialog box is displayed, as shown in Figure 2, where you can select the check box to allow changes by more than one user at the same time.

A screenshot of the Share Workbook dialog box.

Figure 2. Use the Share Workbook dialog box to allow workbook merging and to see who has the workbook open.

When you have allowed workbook sharing, you can then use the Advanced tab in the Share Workbook dialog box to decide to track changes, when to update changes, how to manage conflicting changes, and what to include in personal views (see Figure 3).

A screenshot of the Advanced tab with the default settings.

Figure 3. Use the Advanced tab to configure how you want to share the workbook.

Note

You cannot share a workbook if privacy has been enabled for it. Privacy options can be configured using the Trust Center dialog box, which you can display from the Excel Options dialog box that you can open from the Backstage view. Nor can you share it if the workbook contains Excel tables or XML maps.

 
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