Primesetter Service Pdf To Excel
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Excel Services makes it possible for you to view and interact with Excel workbooks (.xlsx and xslb file formats) in the browser, even if you do not have Excel installed on your computer. If Excel is installed on your computer, you can use Excel Services to publish a workbook on a SharePoint site. Then, you can share the workbook across your enterprise, and control access by using site permissions. Workbook data is secure, whether the data is stored with the workbook or comes from an external source such as a database. With Excel Services, you can maintain just one copy of an important workbook, instead of trying to manage many copies on many different computers. You can make sure that only trusted authors can change the workbook.
If you want to use all or part of the workbook on a dashboard or other site page, you can connect the workbook to an Excel Web Access Web Part. You can also customize the appearance and functionality of the Excel Web Access Web Part by configuring properties such as the size of area in which to display the workbook, which options appear on the toolbar, and the kinds of interaction that are available to the user (such as supplying input values for parameters and downloading). In addition, you can connect the Excel Web Access Web Part to other Web Parts, such as a Current User Web Part or a Filter Web Part.
In this article
What is Excel Services?
Excel Services is a SharePoint technology that extends Excel by using server technology. It lets a user access a workbook from the browser, while the server manages security and storage for the workbook and does any calculations that might be required. Users can navigate or sort and filter data in the workbook in the browser.
The workbook author can designate certain cells in the source workbook as parameters, which enables users to input values for run-time calculations. If the user’s computer has Excel installed and the user has appropriate permissions, the user can capture and save a snapshot of the workbook in the browser, or download the workbook and work on it in Excel.
Excel Services has three main components that work together to publish a workbook on a SharePoint site:
1. Excel Calculation Services is the 'engine' of Microsoft SharePoint Server 2010. It loads the workbook, calculates in full fidelity with Microsoft Excel 2010, refreshes external data, and maintains sessions. Excel Calculation Services performs calculations on the server; users cannot access functions and formulas directly.
2. Excel Web Access is a Web Part. It can display all or part of an Excel workbook, and enables interaction with the workbook in a browser by using Dynamic Hierarchical Tag Markup Language (DHTML) and JavaScript. Because Excel Web Access is a Web Part, you can add it to a site page such as a team site, and then re-use on another page at any time with no need to download an ActiveX control to your computer. In addition, you can connect the Excel Web Access Web Part to other Web Parts, such as filters, charts, and lists.
3. Excel Web Services provides an application-programming interface (API) that developers can use to build custom applications based on the Excel workbook.
Because Excel Services is a SharePoint technology, you can take advantage of features such as security and access management, server-based performance management, and scalability.
How do Excel Services and Excel work together?
When Excel and Excel Services work together, Excel is the authoring tool and Excel Services is a reporting tool. That is, you create a workbook in Excel, and then save the workbook to a SharePoint site. Then you can open the workbook in the browser or use the workbook in a Web Part.
1. A workbook author uses Excel to create the workbook. The author can choose from many different Excel features, such as tables or PivotTables, charts, and filters. In addition, the author can specify named items for selective viewing, or define parameters to accept user input from Excel Services.
2. The workbook author saves the workbook to a document library (or to a network or Web folder), where it is managed and secured by an administrator.
3. The workbook author and other users can create reports and Web Part Pages that use the workbook.
4. Many business users can access the workbook by viewing it in a browser. If the author created external data connections, users can even refresh the data. Administrators can control security and access to the workbook.
5. With appropriate permissions, users can copy the current state of the workbook and the results of any interactions (such as sorting and filtering) that happened during the current session to a local computer for further analysis in Excel.
Interacting with a workbook in Excel Services
Although you cannot edit the data in an Excel workbook in Excel Services, you can interact with the data in a number of ways. The following table provides a list of articles that might help you start interacting with a workbook in Excel Services.
Article | Description |
|---|---|
.Calculating formulas in browser-based workbooks | View the latest formula results by recalculating data in the workbook |
Refresh live data from an external data source, such as a database or an Online Analytical Processing (OLAP) cube. | |
Sort information in workbook columns | |
Use filters to select only the values that match your criteria. | |
Use Search to find target values in the worksheet. | |
Make the workbook more useful by incorporating charts or Pivot Table reports. | |
Temporarily change the values of cells by entering values for parameters to update the results of a formula or do simple what-if analysis. | |
Copy the workbook to Excel, and then use all the features of Excel, for well-formatted printing. |
Publishing a workbook to a SharePoint site
To publish a workbook to a SharePoint site, you must first create the workbook in Excel. You can include many Excel features such as tables, charts, and PivotTables.
Tip: Excel Services supports most Excel features, although it supports some in a slightly different way. For more information about supported and unsupported features, see Differences between using a workbook in the browser and in Excel.
The following table provides a list of articles that can help you publish a workbook to Excel Services.
Article | Description |
|---|---|
Describes how to publish a workbook, and how to use options such as parameters and named items | |
Describes how to edit a published workbook |
Connecting to external data
An Excel workbook might store all data with the workbook, or it might use data connections to access externally stored data. When you publish a workbook to Excel Services, data storage is similar, whether the workbook is stored in a document library, or used in an Excel Web Access Web Part. Some workbooks in Excel Services store all the data in the workbook, and other workbooks have one or more connections to external data sources, such as a database or OLAP cube.
A data connection includes information about how to locate, log in, query, and access the external data source. Although connection information can be stored in the workbook, often it is stored in an Office Data Connection (.odc) file, especially when many users share the data and you might need to update the connection information periodically. The workbook author or an administrator can create the connection information by using Microsoft Excel to author the connection, and then export the connection information to an .odc file. For more information about how to author connections to external data in an Excel workbook, see Overview of connecting to (importing) data.
To make it easier to store, secure, share, and manage .odc files, an administrator can specify a SharePoint Server 2010 Data Connection Library as a trusted location library (DCL). Then, an administrator can manage any revisions to the connection information from a single central file, such as a change from a test server to a production server. A refresh operation, whether on the client or server computer, gets up-to-date changes to that connection file. You can even set up SharePoint Services and a user's client computer to detect changes to the connection file automatically. For more information about data connection libraries, see Share and manage connections to external data.
Excel Services and Information Rights Management
Information Rights Management (IRM) is a technology that protects information from unauthorized access. IRM can provide protection for a document or workbook, and ensure only appropriate people view sensitive information. For example, you can use IRM to make sure that only select members of an executive committee can access certain financial data before the data becomes publicly available.
Windows SharePoint Services Version 3.0 or later supports IRM on a document library and all the documents in that library (whether or not those individual documents are enabled with IRM). When you upload a document to a document library that is enabled with IRM, the document, in effect, becomes IRM-enabled.
Excel Services will not load an Excel workbook that has been enabled with IRM or comes from a document library enabled with IRM. For more information, see Information Rights Management in Office 2010.
-->Use Excel and Power BI together and create powerful, connected reports and visuals.
Introduction to using Excel data in Power BI
Welcome to the Power BI and Excel section of the Guided Learning course for Power BI.
Chances are good that you've used Excel before. Maybe you used Excel to create or view reports, or to build pie charts or other visuals. Or maybe you used Power Pivot or Power Query to build solutions that were a bit more technical. If so, you'll be right at home in Power BI, and so will your workbooks.
This section shows you just how easy it is to bring Excel workbooks into Power BI, and demonstrates that Power BI and Excel make a great partnership.
Introduction to using Excel data in Power BI
Watch an introduction to the ways Excel and the Power BI service work together
With Power BI, getting your Excel data into Power BI is easy.
The following topics guide you through uploading an Excel workbook with a simple table into Power BI. Then you see how to upload workbooks created with Excel's more advanced BI data modeling and reporting features, such as Power Pivot and Power View.
You'll also learn some benefits of saving your Excel workbook files to OneDrive for Business. When you connect to Excel files on OneDrive from Power BI, your reports and dashboards in Power BI are updated and refreshed automatically when you make changes and save your work.
Upload Excel data to Power BI
In this topic, we'll first take a look at how you can import an Excel workbook file containing a simple table from a local drive into Power BI. You'll then learn how you can begin exploring that table's data in Power BI by creating a report.
Make sure your data is formatted as a table
In order for Power BI to import data from your workbook, that data needs to be formatted as a table. It's easy. In Excel, you can highlight a range of cells, then on the Insert tab of the Excel ribbon, click Table.
You'll want to make sure each column has a good name. It will make it easier to find the data you want when creating your reports in Power BI.
Import from a local drive
Wherever you keep your files, Power BI makes it easy to import them. In Power BI, you can use Get Data > Files > Local File, to find and select the Excel file we want.
Once imported into Power BI, you can begin creating reports.
Your files don't have to be on a local drive, of course. If you save your files on OneDrive or SharePoint Team Site, that's even better. We'll go into more details about that in a later topic.
Start creating reports
Once your workbook's data has been imported, a dataset is created in Power BI. It appears under Datasets. Now you can begin exploring your data by creating reports and dashboards. Just click on the Open menu icon next to the dataset and then click Explore. A new blank report canvas appears. Over on the right, under Fields, you'll see your tables and columns. Just select the fields you want to create a new visualization on the canvas.
You can change the type of visualization and apply filters and other properties under Visualizations.
Import Power View and Power Pivot to Power BI
If you use any of Excel's advanced BI features like Power Query (called Get & Transform in Excel 2016), to query and load data, Power Pivot to create powerful data models, and Power View to create dynamic reports, you can import those into Power BI, too.
If you use Power Pivot to create advanced data models, like those with multiple related tables, measures, calculated columns, and hierarchies, Power BI will import all of that as well.
If your workbook has Power View sheets, no problem. Power BI will re-create them as new Reports in Power BI. You can start pinning visualizations to dashboards right away.
And here's one of the great features of Power BI: If you use Power Query or Power Pivot to connect to, query, and load data from an external data source, once you've imported your workbook into Power BI, you can setup scheduled refresh. By using scheduled refresh, Power BI will use the connection information from your workbook to connect directly to the datasource and query and load any data that has changed. Any visualizations in reports will automatically be updated, too.
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Connect OneDrive for Business to Power BI
Get seamless integration between Power BI and Excel when you save your Excel workbooks to OneDrive.
Because OneDrive is in the cloud, just like Power BI, a live connection is made between Power BI and OneDrive. If you make changes to your workbook on OneDrive, those changes are automatically synchronized with Power BI. Your visualizations in reports and dashboards are kept up-to-date. If your workbook connects to external data sources like a database or an OData feed, you can use Power BI's Schedule refresh features to check for updates. Need to ask questions about data in your workbook? No problem. You can use Power BI's Q & A features to do just that.
There are two ways to connect to your Excel files on OneDrive for Business:
- Import Excel data into Power BI
- Connect, manage, and view Excel in Power BI
Import Excel data into Power BI
When you choose to import Excel data into Power BI, table data from your workbook is loaded into a new dataset in Power BI. If you have any Power View sheets in your workbook, those are imported and new reports are automatically created in Power BI, too.
Power BI will maintain the connection between it and the workbook file on your OneDrive for Business. If you make any changes to your workbook, when you save, those changes will be automatically synchronized* with Power BI, usually within an hour. If your workbook connects to external data sources, you can setup scheduled refresh so the dataset in Power BI is kept up-to-date. Because visualizations in reports and dashboard in Power BI will use the data from the dataset, as you explore, your queries are lightning fast.
Connect, manage and view Excel in Power BI
When you choose to connect to the Excel workbook, you'll get a seamless experience of working with your workbook in Excel and Power BI. When you connect this way, the workbook's report has a small Excel icon next to it.
In the report, you see your Excel workbook in Power BI just as you would in Excel Online. You can explore and edit your worksheets in Excel Online by selecting Edit from the ellipses menu. When you make changes, any visualizations you've pinned to dashboards are updated automatically.
No dataset is created in Power BI. All of the data remains in the workbook on OneDrive. One of the many advantages to this approach is that you can setup scheduled refresh if your workbook connects to external data sources. You can select elements such as PivotTables and charts and pin them right to dashboards in Power BI. If you make any changes, they're automatically reflected in Power BI. And, you can use Power BI's awesome Q & A features to ask questions about the data in your workbook.
Excel in Power BI - summary
In this collection of topics, you learned how easy it is to leverage your existing Excel workbook files by uploading and exploring them in Power BI. You can upload Excel workbooks with simple tables or workbooks created with Excel's more advanced BI features like Power Pivot and Power View.
You also learned how to connect to Excel files that reside on OneDrive for Business, and use Power BI's automatic refresh features to keep your reports and dashboards up-to-date as you make changes in your workbook.
Next steps
Congratulations! You've completed the Power BI and Excel section of the Guided Learning course for Power BI. That was easy, wasn't it? Power BI and Excel make a great team, and makes it easy for you to use them together.
With all the knowledge you've gained, and your ability to create compelling visuals in reports and dashboards, you're probably ready to share your masterpieces. The next section, Publishing and Sharing, shows you how to do just that.
See you in the next section!
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Congratulations!
Primesetter Service Pdf To Excel Converter
Nice job completing the Power BI and Excel section of Power BI Guided learning. Next, you learn about publishing and sharing.