Learn how to track employee expense reports by using Office 365. Part I of the demo shows how this expense report solution works. Part II shows how to create the solution, step by step:
- Create and customize a site home page, create and modify the Expense Report library, add custom columns to the library, and add the Excel workbook as a custom template to the library.
- Add a little Excel VBA code and display the Document Information Panel by default.
- Create a Manage Expense Reports workflow.
- Create a workbook with a PivotTable, PivotChart, and Slicers connected to the library for summary and interactive reporting.
- Add the workbook to the Excel Services Web Part.
- Periodically refresh the connection to see up-to-date data.
Important The services and features that this video shows depend on several factors, such as the Microsoft Office 365 plan purchase agreement, licenses that might be assigned to each user, and specific user permissions. If your experience is different from the experience shown in the video, see your site administrator.
Prerequisites
The scenario presented in this video requires Office 365 for enterprises, with Excel Services and Visio Services enabled, Excel 2010, Outlook 2010, and SharePoint Designer 2010. Visio 2010 Premium is optional but recommended.
See Also
The following links provide additional information.
Download
Office 365 Expense Report Scenario Workbooks
Office 365
Create, change, or delete a column in a list or library
Column types and options
Set a file template for a document or form library
Getting Started with Excel Services and Excel Web Access
Configure the Quick Launch for site navigation
SharePoint Designer 2010
Workflows in SharePoint Designer
Excel 2010
Unlock specific areas of a protected worksheet
Annotate a worksheet by using comments
Validating data
