Our website will be down for scheduled maintenance on Thursday, September 18, at 11 p.m. Pacific Time and should be back up by Midnight. We apologize for any inconvenience.

Easy-to-follow video tutorials help you learn software, creative, and business skills.Become a member

Sharing a document through a Microsoft SharePoint portal

From: Excel 2010 New Features

Video: Sharing a document through a Microsoft SharePoint portal

If you use Microsoft SharePoint, you'll love how easy it is now to use with Excel. The integration between SharePoint and all the Office 2010 applications is almost seamless. Now if you still have the workbook opened from the previous movie, you could leave it open, or if you have access to the exercise files, you can go into the chapter 2 folder and open up this 02_04_sharepoint.xlsx. So let's go into Backstage view. Click the File tab here, and go down here to Save & Send, and then go over here Save to SharePoint.

Sharing a document through a Microsoft SharePoint portal

If you use Microsoft SharePoint, you'll love how easy it is now to use with Excel. The integration between SharePoint and all the Office 2010 applications is almost seamless. Now if you still have the workbook opened from the previous movie, you could leave it open, or if you have access to the exercise files, you can go into the chapter 2 folder and open up this 02_04_sharepoint.xlsx. So let's go into Backstage view. Click the File tab here, and go down here to Save & Send, and then go over here Save to SharePoint.

If you have your SharePoint Portal already configured, it's going to be up here, so all we have to do now is Save As. Now you see when I go to Save As, it's going into this Inventory folder. Let me go back to the browser for a second. Here in our portal, in our Two Trees Olive Oil Company, I've already created a document store called Inventory. So I'm going to click that. So you see this is empty. So this is what we're looking at here in Excel. So I'm going to keep the same name. I'll click Save.

And there it is. It saves it, and it brings us back into the web browser with the file open. So you can see here, you can select cells, you can scroll, you can look at the things, but there's no editing that you can do. Not yet, anyway. I'm going to go back into Excel. And I'm going to close the file. I'll just press Ctrl+F4. Now we come back into the browser. So let's say I come in here one day, and I want to do some editing.

You can keep in mind in real life you would be switching back and forth like this. I'm going to click Open in Excel. And it gives me a warning. I'm going to choose Edit. Click OK. And it brings me back, but notice it gives me this yellow warning, just in case there's some nefarious code on there. But I know what this is, so I'll click Enable Editing. And now I'm right back in Excel. And let me make some changes here. Now we can see what's going on. Maybe I'll take this, and I'll make it bold.

And you know what, while we're at it, let's go and put in a sum. Okay, I'll just type the word Total. So now we see we have some changes. Let me scroll back up. Now I'm going to save this. I'm going to close it. Let's go back into the SharePoint Portal. And now you see nothing has happened here yet. I'm going to go to the File menu, Reload Workbook, choose Yes to confirm.

And there it is, and there is our Total. And there are the new numbers that we typed in. So this is all working very well. Let's go back to the Inventory folder, so I'll just click that Inventory folder. And now here we see the file is there, as we saved in. You notice this little new marker, so that's how you know the thing is new. When you roll over it, if you click it, that's another way to open it up. Let's go back here to the Inventory folder. I want to show you a couple of things. When you roll over, you notice this little check box.

And if you check that, now all of a sudden you have this whole Ribbon, full of options. Now this is not complete SharePoint training. But I just want to show you a couple things. If I wanted to delete the document, I could do it there. I'm not ready to do that just yet. One really nice feature that SharePoint and Excel share now is that Excel recognizes SharePoint's Check In and Check Out feature. And what that's all about is, if I'm going to edit this file, I want to make sure that no one else is editing it simultaneously because then there is a conflict of which is the right version.

So when I have this selected, I'm going to click Check Out. You see there's this little icon there. When checking it out, it doesn't mean that I've actually opened the document or retrieved the document. It simply means it's locked, so that nobody else can edit it while I'm editing it. So I'm going to go back to Excel. I'm going to reopen it. This time I'm going to go back to the File tab, and in my Recent File list, there is the file. And you can see the path there is the portal. So I'm going to open it up. And this time maybe I'll make all of these items Bold, again, so it's just an obvious difference.

I have to close this in order to edit it, back in SharePoint. So I'm going to save it. Now when I close it, notice the message. It tells me that I need to check it in in order for someone else to be able to check it out. So I'm going to choose Yes that I'm checking it in. And I could enter some comments, like Changed some formatting, and click OK. I'll go back to the portal. And I'm going to refresh. Just hit the F5 to Refresh.

And now you notice that the Check Out symbol is no longer there. So someone else can come in and edit the file. If you want to learn more about SharePoint in depth, take a look at SharePoint Essential Training here on lynda.com.

Show transcript

This video is part of

Image for Excel 2010 New Features
Excel 2010 New Features

25 video lessons · 10797 viewers

Bob Flisser
Author

 

Start learning today

Get unlimited access to all courses for just $25/month.

Become a member
Sometimes @lynda teaches me how to use a program and sometimes Lynda.com changes my life forever. @JosefShutter
@lynda lynda.com is an absolute life saver when it comes to learning todays software. Definitely recommend it! #higherlearning @Michael_Caraway
@lynda The best thing online! Your database of courses is great! To the mark and very helpful. Thanks! @ru22more
Got to create something yesterday I never thought I could do. #thanks @lynda @Ngventurella
I really do love @lynda as a learning platform. Never stop learning and developing, it’s probably our greatest gift as a species! @soundslikedavid
@lynda just subscribed to lynda.com all I can say its brilliant join now trust me @ButchSamurai
@lynda is an awesome resource. The membership is priceless if you take advantage of it. @diabetic_techie
One of the best decision I made this year. Buy a 1yr subscription to @lynda @cybercaptive
guys lynda.com (@lynda) is the best. So far I’ve learned Java, principles of OO programming, and now learning about MS project @lucasmitchell
Signed back up to @lynda dot com. I’ve missed it!! Proper geeking out right now! #timetolearn #geek @JayGodbold
Share a link to this course

What are exercise files?

Exercise files are the same files the author uses in the course. Save time by downloading the author's files instead of setting up your own files, and learn by following along with the instructor.

Can I take this course without the exercise files?

Yes! If you decide you would like the exercise files later, you can upgrade to a premium account any time.

Become a member Download sample files See plans and pricing

Please wait... please wait ...
Upgrade to get access to exercise files.

Exercise files video

How to use exercise files.

Learn by watching, listening, and doing, Exercise files are the same files the author uses in the course, so you can download them and follow along Premium memberships include access to all exercise files in the library.


Exercise files

Exercise files video

How to use exercise files.

For additional information on downloading and using exercise files, watch our instructional video or read the instructions in the FAQ.

This course includes free exercise files, so you can practice while you watch the course. To access all the exercise files in our library, become a Premium Member.

Join now "Already a member? Log in

Are you sure you want to mark all the videos in this course as unwatched?

This will not affect your course history, your reports, or your certificates of completion for this course.


Mark all as unwatched Cancel

Congratulations

You have completed Excel 2010 New Features.

Return to your organization's learning portal to continue training, or close this page.


OK
Become a member to add this course to a playlist

Join today and get unlimited access to the entire library of video courses—and create as many playlists as you like.

Get started

Already a member?

Become a member to like this course.

Join today and get unlimited access to the entire library of video courses.

Get started

Already a member?

Exercise files

Learn by watching, listening, and doing! Exercise files are the same files the author uses in the course, so you can download them and follow along. Exercise files are available with all Premium memberships. Learn more

Get started

Already a Premium member?

Exercise files video

How to use exercise files.

Ask a question

Thanks for contacting us.
You’ll hear from our Customer Service team within 24 hours.

Please enter the text shown below:

The classic layout automatically defaults to the latest Flash Player.

To choose a different player, hold the cursor over your name at the top right of any lynda.com page and choose Site preferencesfrom the dropdown menu.

Continue to classic layout Stay on new layout
Exercise files

Access exercise files from a button right under the course name.

Mark videos as unwatched

Remove icons showing you already watched videos if you want to start over.

Control your viewing experience

Make the video wide, narrow, full-screen, or pop the player out of the page into its own window.

Interactive transcripts

Click on text in the transcript to jump to that spot in the video. As the video plays, the relevant spot in the transcript will be highlighted.

Are you sure you want to delete this note?

No

Your file was successfully uploaded.

Thanks for signing up.

We’ll send you a confirmation email shortly.


Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

Keep up with news, tips, and latest courses with emails from lynda.com.

Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

   
submit Lightbox submit clicked
Terms and conditions of use

We've updated our terms and conditions (now called terms of service).Go
Review and accept our updated terms of service.