Publish a workbook to Excel Services
If you have access to Excel Services, which is a server running Microsoft Office SharePoint Server that is capable of running Excel Calculation Services, you can publish a workbook to that server so that other users can access all or parts of the data that it contains in a browser by using Microsoft Office Excel Web Access.
When you publish a workbook to Excel Services, the entire workbook is published on the server, but you can define the parts of the workbook (such as individual worksheets, named ranges, or charts) that you want Excel Services to display in Office Excel Web Access. By displaying only specific parts of the workbook and by using Office SharePoint Server permissions to help protect the workbook from unauthorized access, you can keep data in the workbook confidential while enabling authorized users to refresh, recalculate, and interact with the viewable data.
You can also define parameters. Parameters are single cells that can have their values defined by Office Excel Web Access users. You can use parameters to expose cells that can drive workbook calculation, such as a what-if analysis that is using the values that users enter in cells that are specified as parameters.
Note Not all Microsoft Office Excel features are supported by Excel Services. For information about unsupported features, see Excel features that are not supported by Excel Services.
- Create a new workbook and enter the data that you want to provide, or open an existing workbook that you want to publish to Excel Services.
- If you plan to define parameters, name the cells that you want to be editable.
Note You can define parameters only if you have named single cells that contain values on the worksheet. You cannot define parameters for named ranges of more than one cell.
To name cells, do the following:
- On the worksheet, select the cell that you want to make editable in the browser and Office Excel Web Access.
- On the
Formulastab, in theDefined Namesgroup, clickDefine Name.
- In the
Namebox, type the name that you want to use for the parameter. - Click
OK.
- Click
Microsoft Office Button
, click the arrow next to Publish, and then clickExcel ServicesunderDistribute the document to other people. - In the
File namebox, enter the path to the server and accept the suggested name for the workbook, or type a new name if needed.Tip If needed, locate the destination in the
Save inlist, or type the path to the server before the file name. For example, type http://server/site/file nameNote Excel can publish a workbook to the server only in the Microsoft Office Excel XML-based file format (.xlsx) or Office Excel Binary file format (.xlsb).
- Click
Excel Services Options. - On the
Showtab, do the following:- To show the entire workbook in Excel Services, select
Entire Workbookin the list box. - To show only specific worksheets in Excel Services, select
Sheetsin the list box, and then clear the check boxes for the sheets that you do not want to make visible.Note By default, all sheets are selected. To quickly make all sheets viewable again after you clear some of the check boxes, you can select the
All Sheetscheck box. - To show only specific items (such as named ranges, charts, tables, or PivotTables) in Excel Services, select
Items in the Workbookin the list box, and then select the check boxes of the items that you want to show.
- To show the entire workbook in Excel Services, select
- To define parameters, click the
Parameterstab.Note You can define parameters only if you have named single cells that contain values on the worksheet. You cannot define parameters for named ranges that contain more than one cell.
- Click
Add, and then select the check box of the parameter that you want to add. - Click
OK. - Click
Save. - To verify that the viewable areas of the workbook are displayed correctly in the browser, select the
Open this workbook in my browser after I savecheck box.
Notes:
- The entire workbook is always shown when you open it in Excel, where you can make changes to the content as needed. When you update the content and save the workbook, the changes are automatically reflected on the server.
- By using Office Excel Web Access in their browsers, other users can view and analyze the worksheet data that is shown. They can interact with it by using some Excel functionality, such as sorting and filtering data, or by using PivotTable drill-down features. If you set parameters for named cells in the workbook, the users can also edit those cells and define values.
- When the workbook is published to Excel Services, you can use Office SharePoint Server functionality to manage and configure Excel Services or to set permissions to help prevent unauthorized access to the workbook. For more information, see Office SharePoint Server Help.
- If Office Excel Web Access users do not have permission to open the workbook in Excel, they can create a workbook snapshot of the values that they can see in Office Excel Web Access. For more information on creating workbook snapshots, see Office Excel Web Access Help.
See also:
- Define workbook parameters for use in Office Excel Web Access
- Differences between using a workbook in Excel and Excel Services
- Edit or remove a workbook from Excel Services