Excel Web Access Web Part custom properties

You can customize some aspects of an Excel Web Access Web Part, such as the layout and the options that appear on the toolbar. You can also configure options that control the way users can interact with the workbook in the Web Part, such as enabling use of parameters from the workbook.

The Excel Web Access tool pane contains two kinds of properties: properties that are unique to an Excel Web Access Web Part, and general properties that apply to most Web Parts. The properties that are unique to an Excel Web Access Web Part appear in the Workbook Display, Toolbar and Title Bar, and Navigation and Interactivity sections.

This article contains reference information only for the properties that are unique to the Excel Web Access Web Part.

In this article


Workbook Display section properties

In the Workbook Display section, you must enter information that identifies the workbook and, if it is used, the named item that the EWA Web Part will display.

Property Description
Workbook In the text box, enter the URL or UNC of the workbook that you want to display in Excel Web Access. You can type the URL in the box, or click Select a LinkButton image and then use the Select an asset – webpage Dialog window to find the workbook.
Named Item Enter the name of the item (named range of cells, or the name of a worksheet, table, chart, PivotTable report, or PivotChart report) that you want to display in Excel Web Access. To specify a named item, the workbook author must define the item in the source workbook in Excel, and then save the workbook to a site. To edit long strings, click Select a Link Button image and use the Text Editor -- Webpage Dialog window to edit the string.

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Toolbar and Title Bar section properties

Excel Services enables these properties for you automatically. To disable one or more of the properties, clear the associated check box.

Property Description
Auto-Generate Web Part Title Select this check box to have Excel Services create a title automatically. Excel Services generates a title that combines the file name of the workbook with the value of the Title property in the Appearance properties section for this Web Part. If you clear this check box, Excel Services uses the current value of the Title property.
Auto-Generate Web Part Title URL Select this check box to create a hyperlink in the Web Part title bar automatically. When clicked by a user, Excel Services opens the linked workbook in the browser window. If you clear this check box, Excel Services also removes the current value from the Title URL property in the Advanced section. To use a custom URL, clear this check box and then enter the hyperlink that you want to use in the text box of the Title URL property.

Select one of the following options to show or hide commands and buttons on the toolbar:

Property Description
Full (Default option). EWA toolbar showing Open, Data, Find and Help buttons The following illustration shows a sample EWA Web Part with a Full toolbar. This example shows the workbook in Worksheet view, and includes the Open menu, Data menu, and the Find Button image button. If the worksheet is shown in Named Item view, a View also appears on the toolbar.
Summary EWA Web Part toolbar showing View drop-down selection of Named Items This illustration shows a sample EWA Web Part that has a Summary toolbar. The workbook for this Web Part is in Named Item view, and shows the Open menu, the Data menu, and the View drop-down list. The View drop-down list appears on the far right side of the toolbar, and shows the named items that are defined in the workbook. If the workbook is shown in Worksheet view, the View list does not appear.
Navigation Only  The layout of a Navigation-Only toolbar depends on the view of the workbook in the EWA Web Part. The following table describes these differences. IN Worksheet view, only the navigation buttons appear. In Named Item view, the View drop-down list also appears.
None  If you choose a None toolbar, Excel Services hides the toolbar. This might be helpful when you do not want the user to interact with the workbook. For example, when you display an Excel Web Access Web Part in a dashboard, you might decide to hide the toolbar on the Web Part.

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Toolbar Menu Commands 

Excel Services enables these commands automatically. To disable one or more of the commands, clear the check box for that command.

Command Description
Open in Excel, Open Snapshot in Excel

When selected, this command enables the Web Part to display the Open in Excel and Open Snapshot in Excel commands on the Open menu of the toolbar. If a user’s computer has Excel installed, that user can open the workbook in Excel for editing. To hide the Open in Excel command and Open Snapshot in Excel commands and to prevent users from opening the workbook in Excel, clear this check box.

 Important    This property affects only the display of the Open menu items. It does not affect user permissions in any way. To manage security, an administrator must assign user permissions.

Refresh Selected Connection, Refresh All Connections

When selected, this command enables the Web Part to display the Refresh Selected Connection and Refresh All Connections commands on the Data menu of the toolbar. Then, a user can manually refresh all or selected connections to external data sources.

  • To hide these commands on the Data menu of the toolbar, clear this check box.
Calculate Workbook

When selected, this command enables the Web Part to show the Calculate Workbook command on the Data menu of the toolbar.

  • To hide the Calculate Workbook command on the Data menu of the toolbar, clear this check box. This property only affects the display of the command and does not affect the current calculation setting in the workbook.
Named Item Drop-Down List

To use this property, the workbook that you want to display must appear in Named Item view. When the workbook appears in Named Item view and this check box is selected, the Web Part shows the View drop-down list on the toolbar.

  • To hide the View drop-down list on the toolbar, clear this check box. For example, if you want the Web Part to display only a specific named item, and you do not want a user to be able to change the item, clear the check box.

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Navigation and Interactivity section properties

Except where otherwise noted, Excel Services enables these properties for you automatically. To disable one or more of these properties, clear the associated check box.

Property Description
Hyperlinks This property enables hyperlinks to link to locations within the workbook or to files and documents outside the workbook. To enable linking to locations within the workbook, you must also select the Workbook Navigation property check box. Clear this check box to disable all hyperlinks, whether to locations within the workbook or to files and documents outside the workbook.
Workbook Interactivity

Select or clear this check box to enable or disable interaction with the workbook. Interacting with the workbook includes the following operations:

  • Manual, periodic, and automatic refresh of external data
  • User input of values for parameters that are specified in the source workbook
  • Sort and filter operations
  • Outline expansion or collapse
  • Expansion or collapse of data in a PivotTable report

Interactivity Settings

These settings control specific options for interactivity. If you clear the Workbook Interactivity check box, Excel Services disables all interactivity settings, and users cannot select or clear these options.

Setting Description
Parameter Modification

Select this check box to show the Parameters pane and to enable users to enter values for parameters that have been defined in the source workbook.

  • Clear this check box to hide the Parameters pane. This prevents user input to parameters in the workbook. You might want to hide the Parameters pane, for example, you want to provide values for parameter by using a connection to another Web Part, instead of user input. If you clear the Parameter Modification check box, Excel Services disables the related Display Parameters Task Pane property
Display Parameters Task Pane

Select this check box to enable the viewing of the Parameters task pane, if parameters have been defined for the workbook.

  • Clear this check box to hide the Parameters task pane, even if the workbook has defined parameters. For example, you might want to hide the Parameters pane if another Web Part will provide the parameter value, instead of a user.
Sorting Select this check box to enable sorting of cell ranges, Excel tables, and PivotTable reports. Clear this check box to prevent sorting of cell ranges, Excel tables, and PivotTable reports. However, sorting that is already applied to the workbook is maintained.
Filtering Select this check box to enable filtering of cell ranges, Excel tables, and PivotTable reports, and to enable outlining. Clear this check box to prevent filtering of cell ranges, Excel tables, and PivotTable reports, and to prevent outlining. However, filtering that is already applied to the workbook is maintained.
All PivotTable Interactivity Select or clear this check box to enable or disable the following interactive PivotTable operations: expanding (drilling down) and collapsing (drilling up) levels of data, sorting, and filtering.
Periodically Refresh if Enabled in Workbook Select this check box to control the display of periodic refresh operation messages at the bottom of the Excel Web Access Web Part. Clear this check box to prevent periodic updates of a workbook’s external data, and to prevent any periodic refresh operation messages from appearing at the bottom of the Excel Web Access Web Part.
Display Periodic Data Refresh Prompt

To set this property, you must also select the Periodically Refresh if Enabled in Workbook check box. Select one of the following options to control automatic periodic refresh:

Always    Display the periodic refresh prompt without the Always option. Use this option if you want the user to be able to refresh the data at each scheduled interval, but not to be able to choose Always.

Optionally    Display the periodic refresh prompt with the Always option. Use this option to enable the user to decide whether to refresh the data at each scheduled interval without successive prompting.

Never    Hide the periodic refresh prompt and the Always option. Use this option to enable refreshing the data at each scheduled interval without any prompting.

Close Session Before Opening a New One

Select this check box to close the current workbook after you open a new workbook. You might select this check box to help improve performance when many users are viewing the same workbook.

  • Clear this check box to keep the current workbook open after you open a new workbook. Clear this check box if you want to be able to open a new workbook at the same time, but to preserve settings in the current workbook, such as filters, sorts, or parameter value settings, after opening another workbook.

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Applies to:
SharePoint Server 2010