SharePoint 2010 PerformancePoint Services : Examining Excel Services Reports

There are two prerequisites for using an Excel Services report:

• You must deploy an Excel spreadsheet to SharePoint.

• You must have permissions to the location where you have deployed the spreadsheet.

As shown in Figure 1, you start with an Excel workbook deployed with the following deployment properties:

• Server:http://unleashed

• Document Library:Documents

• Excel Workbook:TheGreenOrange.xlsx

Figure 1. This is an example of deployment properties for an Excel Services report.

To include this workbook into a dashboard, you need to create a new Excel Services report, as described earlier, and specify the deployment properties in the Report Settings, as shown in Figure 2.

Figure 2. Specify the deployment properties in the Report Settings for your Excel Services report.

After the Excel Services report has been added to a dashboard, it will look like the report in Figure 3.

Figure 3. This is an example of an Excel Services report in a dashboard.

Note

Notice in Figure 3 that the entire workbook, including all the sheets, diagrams, and tables, is included. If you want to add only a specific item to the dashboard, you can specify the name of the item in the Excel Services Properties page (see Figure 4).

Figure 4. Use Item name on the Properties tab to show only a specific sheet, table, or chart.

After you add the report the dashboard, you only see the selected item, as shown in Figure 5.

Figure 5. In this figure, the Excel Services report displays a single specified item.

If your workbook has one or more parameters defined, the names of these parameters appear in the Workbook Parameters section, and you can define default values (see Figure 6).

Figure 6. Define default values in the Workbook Parameters section.