I'm trying to implement an Excel Services reporting solution in SharePoint (MOSS). Since the source data is a SharePoint list, this problem is doubly frustrating. I keep bumping up against permissions problems, even though I've enabled virtually everything in sight.
The first error is about refreshing external data - it's not (really) external data, but that's a semantic point.
The second error is a cryptic "Excel Web Access" problem.
Anyone get this to work??
Could be a couple different problems. The first possibility is that Excel Services doesn't support using SharePoint list data (crazy I know)... although this only applies if you try using the type of embedded data source you get if you choose Export to Excel from a list (again, I know crazy).
However an easy way around this problem is to use the SP webservices to get you list data. I had a macro written by someone at MS a while back that automated this conversion, if I canfind a link I'll post it. If you are using Kerberos then you task is probably finished. If using NTLM then you may need to also configure an SSO application so that the right credentials can be passed to the webservice (or any other data source for that matter). There's a pretty good step by step here.
One kind of "hack" to get this to work via UDF's (which if trusted, custom code can be deployed and made available via Excel Services) can be found here.
Related
I am trying to create a data entry "app" to collect daily readings across our site. Here are the three biggest constraints:
Software - ideally, we would use some software within the Microsoft 365 Suite, mainly because those are the only approved apps on site. It may be possible to use open source software, but that might raise some flags in terms of security. So my thoughts are to use either Excel or Access.
Cost - ideally, we do not want purchase any additional software licenses. I would try and create something with Power Apps, but we do not have the licensing for an Azure or SQL server to store the data. I could be missing something here though.
Mobile-Friendly - finally, it needs to work on an Android tablet. Currently, we collect readings using pen and paper. The whole idea of this is to move towards using a tablet.
The easiest approach would be to create an Excel spreadsheet, save it on OneDrive, and edit the spreadsheet. I don't love this option because we are collecting 100's of data points each day. This would end up with a very wide spreadsheet that will be cumbersome to navigate.
The other option I looked into was creating an Access database and accompanying form and storing it on SharePoint. However, it seems Microsoft has stopped supporting Access databases on SharePoint.
I have created data entry forms using VBA, similar to this, but these do not work on mobile.
Is it possible to create a data entry form in Excel that also works on the Android version of Excel? Are there other alternatives I am not thinking of?
I am engaged in just this kind of project also. I have written an app in PowerApps, built an Excel spreadsheet and stored it in OneDrive, and am running it (the app) on an iPad. The design differs somewhat from your description of directly presenting a spreadsheet to the user (which I think PowerApps could do) because I don't want users having direct access to the data.
Edit: You do not need Azure or SQL, unless you are storing tons of data. Excel can be a satisfactory data storage location for modest uses.
I found the learning curve for PowerApps to be quite steep, as it's a different paradigm than line-by-line coding.
I think this is a more user friendly way to collect data than trying to run an Excel form, and once you get it made and polished, you'll look like a pro :)
I am by no means an expert but if you need some tips I'll do what I can to help. It sounds like we are at similar developmental stages.
Is it possible to create a data entry form in Excel that also works on the Android version of Excel? Are there other alternatives I am not thinking of?
Microsoft Forms does the job when created from OneDrive on mobile browser. Side note: the form I just created and the response I submitted have now disappeared from my OneDrive.
I also saw some people using Power Automate to save responses from a form into an Excel file (every reponse).
I've been for the past few days trying to automate Siebel Web with Excel VBA.
With a combination of sendkeys and some webscraping, I've managed to query my data. The thing is that now I can't call the export applet in order to save it. I've searched almost every site that contains the tags "Siebel", "javascript", with no luck. Since IE developer tools are locked, I've used VBA to scrape the webpage, and tried to use Fiddler, again, with no luck.
I was wondering if someone managed to export data from Siebel into a xml/csv/excel file through automation.
I'll post my code later, in order to see if you could help me.
It seems to me that you would be better off using one of the Siebel API's for Java or COM. The COM interface allows you to directly integrate with Siebel using Excel VBA. It is a commonly used interface for extracting and updating business data.
It allows full access to the business layer, which includes the data sources, but also the process objects like Work Flows, Business Scripts, and other application functionality. It is truly powerful when you start working with it.
Keep in mind that you do need to be able to access the object manager port (2321) from the machine that the Excel file is running. In many corporate environment this is not allowed. So verify that you can beforehand.
I'm looking into upgrading a .net 2.0 app. The app is used by the public authorities of a certain city to keep track of expenses and generate reports and forms.
The reports and forms were generated in VS2005 using Crystal report. They follow a well defined layout, like official documents usually do.
I am looking at options to upgrade the application and the main problem I have is in determining how to deal with the crystal report files.
I have successfully upgraded to VS2008, but any version after that doesn't have CR anymore, so my company would have to pruchase CR separately and because the client and my company are both tight, I'm looking at alternatives...
The obvious one is using SSRS. I have never touched it before in my life, but after playing around with it for a bit, I get the impression that it is not very well suited to generating forms with lots of non-tabular content and lots of formatting. Or am I wrong?
It seems that every line has to be drawn separately. There is no (that I can see) accurate way of positioning lines for formatting...
But I'm just a beginner, so I might be getting this all wrong?
If that is the case, are there any other alternatives to CR and SSRS?
I was thinking of maybe having a separate MVC web site project in the solution. Have that generate the layout in html and css with data from my entity model, then view the result in a (built-in or not) web browser. Am I overcomplicating on this?
I really need advice from somebody who's done that kind of thing before.
What SSRS is good for:
Talking to SQL Server, much faster than other products as it in many cases retains the database better when in other programs IMHO they repeat query at times.
Designing collapsable grids and chart objects from datasets. You can have 'groups' that can nest aggregates of collapsed values and can be un collapsed or collapsed on demand based on expressions, parameters, or a recusive parent set.
A web service for deployment ease where you can deploy one or many objects. You can also write add ons for this service with C# and the ReportingService.asmx web service.
You can talk to the web service directly in a 'form' object in HTML and manipulate it's output.
You can schedule reports to send out via email and file saves automatically to clients or internal users.
What SSRS IS NOT GOOD FOR:
It is not event driven hardly at all except for parameters. You cannot click on many things and get other parts on the form itself to update. You may do an 'action' that goes to another location, report, or site. But in essence you are calling a seperate object, not the same instance again.
Multiple layers of reporting. Beyond tweaking tool tips you cannot do 'hover over' reporting without hacking SSRS. You can make javascript windows show other reports but it is not baked in to SSRS. So you are either clicking into new reports or tab stops in a report but not getting hover over quick objects beyond text and expressions that are in tool tips.
What do you want before considering what you need to impement?
I want to input and export things while talking to my database - ASP.NET with potentially HTML 5 or MVC4 if you want to be very new. ASP.NET is made for actively talking to a server and taking commands IN as well as OUT.
I want a form to auto update periodically on a page as a landing site and dashboard - AJAX and Javascript on top of HTML, Java or ASP.NET.
I want to create reports that exist on a Server and can be hosted on a wide variety of platforms in .NET via web service calls - SSRS.
SSRS's biggest selling point to me is it's reusability once you dial a report in. They are pretty easy to create, easy to configure, easy to deploy, and if you get a little advanced in calling the webservice you can get SSRS report objects in other technologies if you want.
There is Crystal reports for VS2010 and VS2012. It is just not shipped with them. You can download the installation from here: http://scn.sap.com/docs/DOC-7824
I am running through the same decision process at this time. There is a .NET product from a company called "Windward" that will allow you to design your reports in Microsoft Office. If you are in the MS ecosystem already or want your users to design reports instead of always calling on you, this might help.
Their template design tool is called AutoTag and you can deploy these template to their .NET based engine in a few lines of code.
I know the question is regarding SSRS vs. Crystal comparison but thought you should know there are other alternatives and some can make life easier
Ryan
One of my customers is very impressed with the capabilities of PowerPivot, particularly the analysis capabilities but even more the publishing capabilities. With that I mean the ability to publish a dashboard to a SharePoint site, after which it can be experienced directly in the browser, including filtering and slicing for end-users.
As we publish our PowerPivot results to a SharePoint site, we get the following error for any action that triggers the data connection to refresh:
The data connection uses Windows Authentication and user credentials
could not be delegated
I've done a lot of research on this one and it seems it is a configuration issue on the SharePoint side. Note though that we are using a cloud hosted SharePoint thus the environment is not under our control. In addition, even our own team mentions this to be a security restriction that will not be lifted.
Therefore, I'm not working on solving the above problem, rather on avoiding it alltogether:
My first experiment was to build a "normal" Excel file without PowerPivot. Same data and I managed to build the same pivots. Both the data and the pivots are in the same file, without a data connection. Publishing it works just fine. The error is not experienced this time, and even interacting with the report via slicers works.
As a second experiment, I wanted to follow the same scenario, but this time using PowerPivot. From data in an Excel sheet I created a so-called "linked table" in PowerPivot. Next, I created some pivots that make use of this table. The pivots are in the same Excel file as the original data. When I publish this file to SharePoint, I get the same error mentioned before when doing anything that refreshed the data connection. Even though the data and pivots are in the same file, it still pops up with this security error, which surprises me.
How can I work around this data connection issue when a PowerPivot is published? We'd like to have both the analytical power of PowerPivot as well as having the rich publishing options of Excel, without running into the data connectivity issue. Is it possible to "flatten" a PowerPivot file to "normal" Excel, since experiment #1 shows that this works fine. How can I remove the data connection from PowerPivot and tell it to just use the Excel data in the very same file?
Do you have PowerPivot for Sharepoint installed?
Is it Pivotstream providing the cloud service?
I'm looking at the architecture for a DW project and there will be the need for some manual collection of [structured] data eg the monthly accounting results from a country manager where they need to complete a form and fill in half a dozen values etc.
I really like the idea of using SP and InfoPath for this as it gives the security, the workflow and the customisability etc that mean it can be easily deployed as the client already has SP rolled out. The bit I am less clear on is how, technically, we might interface to the SP workflows and the forms themselves. Ideally the data would end up dropped into a database and we would use our [their!] standard ETL (DataStage, possibly sat on a linux server) via ODBC and pick it up like any other datasource but I am not sure what this requires on the SP side. The alternative would be to get at the XML of the individual forms and pull the info from there.
Are these appaoches feasible? What would need to be set up on the SP side in order to make this integration as robust and seamless as possible? Can anyone point me at docs/reading matter that might give me some more background info?
Thanks,
Dex
First up, accessing sharepoint's databases is never the answer to any integration question. You should treat it as a black box.
So, how should you get the data? Web Services + HTTP. SharePoint offers a large amount of Web services to get at the data you need. If you're working with IP forms, then ultimately you will need to grab the resultant XML file from the document library and parse it to get the data you need. The Web services can be used to enumerate the IP forms, and you can use straight HTTP to grab to xml file. This is probably the approach that would be offered by most experienced sharpepoint people.