I've seen people displaying PowerView reports right on the browser (on SharePoint 2013 pages). So it’s more like a within-screen pop-up (like an element that launches within the page). At the moment, when I create powerView excel sheets, they are displayed as files and when I click on the files, they take me to another page on the browser where Excel Services is launched and people can see both the worksheets and the powerView report. I do not want to go to another page and I don’t want to be able to see the worksheet – just a report, launched cleanly (and still interactive).
Two possibilities:
In Excel, there are publishing options that allow you to select which items are visible when viewed via a web part in the browser. So, you can add an Excel services web part to the page, so that users will see just the items you selected.
If you have "PowerPivot for SharePoint" installed, you can publish an excel workbook that contains a data model to a "power pivot gallery" (which is a type of library). Once the workbook is in this special type of library, there will be button available that will create a new PowerView report based on the data in that model. This is a slightly different version of PowerView where the design of the reports and viewing of the reports are all done in the browser, not through Excel.
Though, Power View is being phased out, so perhaps check into Power BI?
Related
Good day beautiful people,
Overall description
I have been assigned to a project where recruiters are using excel file to gather information about new joiners, leavers and people changing positions. Later on it is uploaded to SharePoint where this data is connected to some other files, dashboards and so on. There is also a copy of it, in InfoPath, but the program is working terribly wrong so personally for me this is no-go zone.
My goal
I would like to make this more automated and user friendly, so that's why I wanted to move it to the SharePoint. I want users to have one page, subpage, app to fill up necessary data, edit it if needed and then publish to the SharePoint.
Problem
I have visited tens of pages how to create SharePoint form without InfoPath, how to create SP form with PowerApps but most of these articles provides nothing useful. Just brief overview and I am not that power user of SP to get this done in no time.
Question
Is there a way, that I can make this working within accepted mater of time (few days) so the end result will be exactly what I need?
Make some lists in SharePoint with the columns they need, use that as your data source. Link your PowerApps application to that source, et voila. Recruitment can now fill their data in with what you need, and via Power Automate you can process the data and send it to the correct locations afterwards.
We are populating list of users in dropdown list Task pane UI. When we are selecting the user in the list we were able to show selected user in taskpane itself.
Also we wanted to show the selected user in ribbon command Menu like in attached screen shot.
The screen shot which took from Excel DNA with .net application the same wanted to achieve in Excel add-in using OfficeJS.
The Fluent UI extensibility level leaves much to be a desire for Web add-ins. See Add-in commands for Excel, PowerPoint, and Word for more information.
If you need to implement dynamic ribbon customizations you need to consider developing a VSTO based add-in instead.
this feature is not yet available with add-in commands. One capability we just announced on the community call was "contextual tabs api". This will be available soon for public preview where you will be able to test it. Please stay tuned for our next community call for an update.
I have a setup on sharepoint with an excel data file linked to another excel file containing charts and pivot tables based on this first file. Both files are saved together in a shared folder. I then have a site page which contains the pivots and charts displayed as web parts. I want to be able to refresh only the data file and then see the pivot file and subsequent sit page update without having to open and click refresh on any of the files.
Is this possible?
Not sure which version you're using.
For SharePoint 2013, check Configure Excel Services data refresh by using external data connections
For SharePoint online, you maycheck this demo, while this should require user logon in.
I have created a couple of sharepoint lists, one that uses a lookup on the document library to link multiple documents to a list item. The other list is to create tiled links that link to documents, again in the document library.
I am using Sharepoint as part of Office 365
The problem I have is that opening the documents from these lists open in the browser instead of the client application (usually Excel), the spreadsheets are too complex for the browser based version of Excel so I need them to always open in the client application.
So far, I have set the default open option for the document library (Documents Settings > Advanced Settings) for the master site and subsite to Open in Client application by default; obviously this works for the document library, but doesn't work for the lists.
Searched for ages on this problem and either nobody has it or people that do this aren't bothered by documents opening in the browser. Would be greatful for any help on this, or if you can think of a better way to do it....
You could export list items to excel file (List ribbon -> Export to excel) and then upload that excel file to some document library.
Then, the users would open the excel file from the library and they would need to refresh the data from excel, by clicking Data ribbon -> Refresh All
That is the closest that you can do with opening list items with excel without any programming.
Please note that users will have to be logged in to SharePoint and have the Read permissions in SharePoint list in order to Refresh the data.
I'm hoping this is possible.
The organization I work for has a Sharepoint site and I am able to Upload Files to pages, however I am not an admin on our Sharepoint. I'm not sure what the version is, I think its older (ie: 2005).
I have some Excel Reports I've built. The data for these reports is pulled from a SQL Server Database which I have full control over. I have setup a Job in SQL Server to run every 12 minutes, this procedure pulls in some data and updates a few tables. These tables are used to feed my Excel Reports.
I have a separate Scheduled task set to open my excel report(s) refresh the data connections and save as a PDF.
I would like to link to these PDF Files via our Sharepoint so that the VIPs can access the reports as they want, but they always see the most up to date report.
I was trying to link to a Shortcut to the PDF Files but SharePoint doesn't seem to like that. How do I make the SharePoint link point to the PDF File that is saved over every 15 minutes?
Thanks in advance,
Any insight is greatly appreciated.
The way I do it (newish version of Sharepoint) is make the save location for the PDF the network location where Sharepoint keeps the files for that site. Usually you'll have access to those if you can edit the Sharepoint site.
Here is a tutorial to find that network location.
EDIT: It very well may be disabled by the admin at the moment. But it looks like the functionality is there.
Given the age of your SharePoint (either 03 or 07), most of the modern tools that you could use to do this don't exist for you (Excel reporting, BI tools, etc). The easiest solution I can think of is to actually modify the other side of the equation. A few options:
Change your report to output two copies of the same file. One entitled (as an example) currentreport.xls and the other report20150626.xls . Put the link to the currentreport.xls in SharePoint.
Build an ASP.net page that runs the SQL query you have built and pull the data through a view. Since this would be pulled on demand, it may be a few more cycles of your SQL code, but indexing, caching and selective data pull can prevent this from being an issue. Put the asp.net code in an iFrame in a SharePoint content editor web part.
Build your report using SSRS and host the output of that in SharePoint using an iFrame.
Run a scheduled job in SQL that copies your current report data to a table and query that table instead of your normal report table. That way you only have one Excel file that points to a specific table so no need to update links. You can always keep copying data to specific files if you need a historical record and can't use the DB to store this data for you (though the amount of space that it would take to do so would be minimal).