Publish a workbook to a SharePoint site

In Microsoft Excel 2010, you can publish a workbook to a Microsoft SharePoint Services 2010 site so that other users can view its data in a web browser without having Excel installed on their computers. In addition, by setting some publish options, you can emphasize specific parts of your workbook in the browser. A great way to utilize this feature is by displaying an Excel chart on a SharePoint page to help your organization make agile business decisions.

This article shows you how to publish a workbook from the Excel 2010 desktop program, and does not cover connecting a workbook or workbook data to an Excel Web Access web part on a SharePoint page.

For more information about Excel Web Access web parts, see the article Display a workbook in an Excel Web Access web part.

When you publish a workbook to a SharePoint server, the entire contents of the workbook are saved to the server and can be viewed and worked with if you open the workbook in the Excel desktop program. If Office Web Apps are deployed on the SharePoint server, viewing and working with your data in the web browser can be very much like working with your data in the Excel desktop program. In fact, simultaneous editing of a workbook is possible in the browser grid when Office Web Apps are deployed. When you view a workbook in the browser, if the Edit in Browser button is visible, this means that Office Web Apps are available.

Edit in Browser button

For more information, see the article Differences between using a workbook in Excel and Excel Services.

What do you want to do?


Prepare the workbook

Before you publish the workbook, you have the opportunity (in the Publish Options dialog box) to select the worksheets or items that you want visible in the browser when editing has not been enabled by clicking the Edit in Browser button. Just remember that although you can select what is viewable in this mode, the entire contents of the workbook are still saved to the SharePoint server.

If you want to include entire worksheets as an item in addition to other items, such as charts or PivotTables, define the entire worksheet as a named range. Select the entire worksheet, and then define a named range. This named range will then appear as an available item in the Publish Options dialog box when you are ready to publish.

If you want to allow users to provide a parameter to a formula when viewing a worksheet in a browser, set a cell as a defined name. You can then add that defined name as a parameter on the Parameters tab in the Publish Options dialog box.

For example, in the following graphic that shows a worksheet in the browser, cell D2 has the defined name Rate. In the browser, a user has entered a value, 5.625, in the box in the Parameters pane and then clicked Apply. That value then appears in cell D2, and the formula in A2 uses the value in D2. The result of the formula is recalculated, and shown in A2: $1,151.31.

Using a parameter in the browser

See Excel Help for information about how to define ranges.

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Publish the workbook

  1. Click the File tab, and then click Save & Send.
  2. Click Save to SharePoint.
    Note     If the Save to SharePoint command is unavailable, you can still save the workbook to a SharePoint site by using the Save As command. The Publish Options dialog box will not be available. You can also directly upload the workbook from a SharePoint library. Users can view and edit the contents of the workbook in the browser by going directly to the site where the workbook is saved.

    The Save As command
  1. If you want to select individual worksheets or items to publish in the workbook, click the Publish Options button. Otherwise, if you want to publish the entire workbook, skip directly to step 4.
    On the Show tab, do the following:
  • To show the entire workbook in the browser, select Entire Workbook in the list box.
  • To show only specific worksheets in the browser, select Sheets in 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 Sheets check box.
  • To show only specific items in the browser (such as named ranges, charts, tables, or PivotTables), select Items in the Workbook in the list box, and then select the check boxes of the items that you want to show.
    Note  If you select items that have the same name (such as a chart and its underlying table of data), only one of these items will be available in the browser. To show all the items, you must make sure that each item in the workbook has a unique name. You can rename tables on the Design tab in the Properties group, rename PivotTables on the Options tab in the PivotTable group, and rename charts or PivotCharts on the Layout tab in the Properties group. Duplicate items, such as named ranges, can be renamed on the Formulas tab in the Defined Names group.
    Selecting worksheets or items
  • On the Parameters tab, add any defined names that you want to use to specify cells that are editable when users view the workbook in the browser. Then click OK to close the dialog box.
    Setting parameters
  1. Choose a location in which to publish your workbook.
    There may already be saved server locations under Current Location, Recent Locations, or Locations from which you can choose. If there are no such locations, or you want to save to a new location, under Locations, double-click Browse for a location.
  2. In the Save As dialog box, enter the web address for the SharePoint site, and then browse to the site or library in which you want to save your workbook.
  3. If you haven't already selected individual worksheets or items or set parameters, click the Publish Options button.
  4. In the File name box, accept the suggested name for the workbook, or type a new name if you want.
  5. To display the workbook contents in a browser window immediately after the publish operation has completed, make sure the Open with Excel in the browser check box is selected.
  6. Click Save.

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Applies to:
Excel 2010