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Home > Services > Excel Reporting

SharePoint Excel Reporting

The latest version of Excel Services is in SharePoint Server 2013 which is a shared service that you can use to publish Excel 2013 workbooks on SharePoint Server. The published workbooks can be managed and secured according to your organizational needs and shared among SharePoint Server 2013 users, who can render the workbooks in a browser. Excel Services was introduced in Office SharePoint Server 2007 and is available only in the Enterprise edition of SharePoint Server 2013.

For creating reports, excel is widely used and preferred. It not only holds the raw data but it can aggregate and calculate to create many different types of reports that help you see the "big picture." Excel Services is a Microsoft Office SharePoint technology that makes it simple to use, share, secure, and manage Microsoft Office Excel 2007 workbooks (.xslx, xslb) as interactive reports in a consistent way throughout the enterprise.

Excel Service Office 2007
Microsoft SharePoint
Excel Service empowers the users to publish and run spreadsheets on the server, which enables access to these spreadsheets through a web browser, without the requirement for any custom browser component. The knowledge workers or analysts of any organization can publish the spreadsheets directly to SharePoint libraries by creating a new document workspace and specifying Excel Service options. These publications can be accessed by authorized users via web browsers, but the private data can be protected.

Excel Services is used primarily for business intelligence scenarios. Excel workbooks can be connected to external data sources, reports created, and then the workbook can be published to a SharePoint document library. The external data connection is maintained and the data is refreshed if necessary. This allows broad sharing of reports throughout an organization.

Excel Services consists of Excel Calculation Services, the Excel Web Access Web Part, and Excel Web Services for programmatic access.

Looking at several specific scenarios can help you understand how best to take advantage of Excel Services:

  • Sharing workbooks
    Users can save Excel 2013 workbooks to a SharePoint Server document library to give other users browser-based access to the server-calculated version of the workbook. When the workbook is accessed, Excel Services loads the workbook, refreshes the external data if it is necessary, calculates it if it is necessary, and sends the resulting output view back through the browser. A user can interact with Excel-based data by sorting, filtering, expanding, or collapsing PivotTables, and by passing in parameters. This provides the ability to perform analysis on published workbooks. A user does not have to have Excel 2013 installed to view the workbook. Users will always view the latest version of a workbook, and they can interact with it in a browser. Security permissions can be set to limit what access is provided to which user.
  • Business intelligence dashboards
    Browser-based dashboards can be created by using Excel and Excel Services together with the Excel Web Access Web Part. PerformancePoint Services can also use Excel Services workbooks as a data source.
  • Custom applications with Excel
    Besides a browser-based interface with the server, Excel Services provides a Web-service–based interface so that a published workbook can be accessed programmatically by any application that uses Web services. The Web service applications can change values, calculate the workbook, and retrieve some or all of the updated workbook by using that interface according to what security permissions are set for the published workbook.
  • Reports
    By publishing data-connected workbooks to a SharePoint document library and making them available through Excel Services, you can make reports that you have created in Excel available to others in your organization. Instead of multiple users having separate copies of the workbooks on their computers, the workbooks can be created and changed by a trusted author in a central location that is trusted by Excel Services. The correct version of the worksheet is easier to find, share, and use from Excel, SharePoint Server, and other applications.
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