On the project I am currently working on we have an Excel spreadsheet which track team members hours. We use these hours to determine whether or not we are on track for the current sprint. Inside Excel we create a chart to visually render this. This spreadsheet is stored on our teams SharePoint server. To view the burn down chart a team member has to go to the SharePoint site, navigate to and open up the excel document , then select the burn down chart work sheet. This is a lot of steps. It would be cool if we could display the chart on the teams SharePoint site home page to save having to find and open the document each time. This is where the Excel Services web part comes into play, it is designed to show data located in an Excel spreadsheet on a SharePoint Site.
There is one caveat to this; Excel Services must be set up at the portal level by the administrator:
1. Go to the SharePoint Central Administration Web Site
2. Under the Excel Services section click on “Trusted file locations”
3. In the address section enter the location where your excel spreadsheets are stored
4. Click OK
Now that Excel Services has been enabled you can go ahead and use the web part.
1. Go to the page where you want to display the Excel Data
2. Click on “site actions – Edit this page”
3. Click on “Add a Web Part”
4. Click “Click here to open the tool pane”
5. Browse to the location of the spreadsheet for the workbook option.
6. Enter the name of the work book you wish to render in the named item section
7. Click “OK”
The web part should now render showing the Excel Data.
Excel showing hours
Excel Chart showing burn down
Add a web part screen
Web Part tool pane
SharePoint web page with the Excel Services Web Part set up
Central admin Home Page
Trusted T
Trusted file location screen