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:
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Sharing a workbook.
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Importing Excel data into a SharePoint list.
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Using data in an Excel workbook that is stored in a SharePoint list.
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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.
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.
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.
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).
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.