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SharePoint 2010 Essential Training
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SharePoint and Excel


From:

SharePoint 2010 Essential Training

with Simon Allardice

Video: SharePoint and Excel

SharePoint 2010 and Excel touch in several different places. We start with something simple, just uploading Excel workbooks into document libraries, so you can collaborate on them, which is very simple, something you can do even in SharePoint Foundation. We can move all the way to some of the very advanced features in the Enterprise Edition of SharePoint, like PerformancePoint Services also use Excel. We'll explore all of these possibilities in this course, but let's start with the simple stuff. First, you can read, upload, edit in a document library.
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  1. 1m 16s
    1. Welcome
      1m 16s
  2. 16m 34s
    1. What is SharePoint?
      8m 9s
    2. SharePoint roles
      2m 5s
    3. Accessing SharePoint
      4m 48s
    4. The SharePoint product line
      1m 32s
  3. 44m 55s
    1. What is a team site?
      2m 43s
    2. Navigating a team site
      9m 41s
    3. Using team site lists and libraries
      11m 38s
    4. Editing the home page
      9m 31s
    5. Adding a Web Part
      6m 19s
    6. Deleting a Web Part
      5m 3s
  4. 10m 53s
    1. What is a Document Workspace?
      4m 2s
    2. Creating a Document Workspace
      4m 3s
    3. Deleting a Document Workspace
      2m 48s
  5. 6m 3s
    1. What is a Meeting Workspace?
      2m 7s
    2. Creating a Meeting Workspace
      2m 40s
    3. Deleting a Meeting Workspace
      1m 16s
  6. 36m 3s
    1. Exploring the available lists
      5m 30s
    2. Creating a custom list
      8m 44s
    3. Creating a custom view
      6m 43s
    4. Working with libraries
      6m 18s
    5. Using versioning and Check In/Check Out
      8m 48s
  7. 45m 55s
    1. SharePoint and Word
      6m 6s
    2. SharePoint and Outlook
      7m 38s
    3. SharePoint and Excel
      3m 54s
    4. SharePoint and Access
      2m 58s
    5. SharePoint and InfoPath
      11m 42s
    6. SharePoint and PowerPoint
      3m 46s
    7. SharePoint and Visio
      6m 20s
    8. Using SharePoint Workspace
      3m 31s
  8. 32m 8s
    1. What is a site collection?
      3m 56s
    2. Creating a site collection
      6m 35s
    3. Creating a new site
      6m 29s
    4. Customizing a site
      7m 47s
    5. Creating a site template
      7m 21s
  9. 13m 53s
    1. Understanding permissions
      3m 33s
    2. Adding a user to a site
      5m 14s
    3. Deleting a user from a site
      1m 39s
    4. Creating a new security group
      3m 27s
  10. 31m 54s
    1. Using out-of-the-box workflows
      11m 1s
    2. Creating your own workflows with SharePoint Designer
      15m 20s
    3. Creating your own workflows with Visio
      5m 33s
  11. 40m 36s
    1. Using site templates
      5m 49s
    2. Using the web content management features
      10m 40s
    3. Using master pages
      3m 37s
    4. Creating an Enterprise Wiki
      7m 14s
    5. Sharing an Access database with Access Services
      7m 19s
    6. Working with rich media
      5m 57s
  12. 53m 9s
    1. Managing documents and records
      3m 0s
    2. What are content types?
      4m 22s
    3. Creating a content type
      11m 30s
    4. What are document sets?
      2m 12s
    5. Creating document sets
      7m 49s
    6. Creating a Document Center
      4m 37s
    7. Creating a Record Center
      8m 25s
    8. Defining information management policy
      11m 14s
  13. 15m 42s
    1. Using personal and social features
      7m 28s
    2. Creating a SharePoint blog
      2m 48s
    3. Personalizing SharePoint with tags and notes
      5m 26s
  14. 21m 22s
    1. Searching in SharePoint
      4m 26s
    2. Creating a Search Center
      8m 4s
    3. Customizing Search with keywords
      3m 30s
    4. Customizing Search with scopes
      5m 22s
  15. 47m 18s
    1. Using Excel Services
      10m 12s
    2. Creating a Business Intelligence Center
      3m 5s
    3. Using PerformancePoint Services
      12m 3s
    4. Using status indicators
      8m 10s
    5. Using the Chart Web Parts
      6m 33s
    6. Using Business Connectivity Services (BCS)
      7m 15s
  16. 1m 3s
    1. Goodbye
      1m 3s

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SharePoint 2010 Essential Training
6h 58m Beginner Jun 24, 2010

Viewers: in countries Watching now:

In SharePoint 2010 Essential Training, author Simon Allardice demonstrates the full feature set in SharePoint 2010 and the necessary skills to be a SharePoint site administrator. The course shows how to use SharePoint, create sites and site collections, and plan and design sites and portals. It also covers Office integration, security and permissions, and advanced features such as document management and business intelligence.

Topics include:
  • Understanding a SharePoint team site
  • Navigating lists and libraries
  • Creating Document Workspaces
  • Using versioning and check-in/check-out
  • Integrating with Office 2010 applications
  • Adding and deleting users
  • Creating workflows
  • Working with server site templates
  • Creating a wiki and a blog
  • Working with rich media
  • Managing documents and other content
  • Sharing information with charts and status indicators
Subjects:
Business Collaboration
Software:
SharePoint
Author:
Simon Allardice

SharePoint and Excel

SharePoint 2010 and Excel touch in several different places. We start with something simple, just uploading Excel workbooks into document libraries, so you can collaborate on them, which is very simple, something you can do even in SharePoint Foundation. We can move all the way to some of the very advanced features in the Enterprise Edition of SharePoint, like PerformancePoint Services also use Excel. We'll explore all of these possibilities in this course, but let's start with the simple stuff. First, you can read, upload, edit in a document library.

I have a spreadsheet here. I can of course just click the little drop-down, say Edit in Microsoft Excel and open it up, make a change. Very simple. Collaboration, the same way that we can work with Word documents, for example. We can make changes, we can add charts, we can do normal Excel stuff, and then save our changes back into that document library. The same way as using Word, if we have this document selected, we have the Ribbon that allows us to edit the document, check it in, check it out, delete it.

If we have Versioning on, we have the ability to view the Version History. If your administrator has enabled it, you'll also have the ability from the drop-down menu here to either view this in the browser or edit it in the browser. This is using the Office Web applications again, the Web-based version of Word, Excel, PowerPoint, and OneNote. You don't have to have Excel installed on the machine. It will actually work on any compliant browser. It will work in IE, Firefox, and Safari.

You can even edit that in the browser. Again, it's kind of a light version of Excel. It doesn't have all the options you'd expect to see in the full program, but certainly you can make some simple changes. Interestingly, co-authoring, the new feature in 2010 that allows multiple people to work on the document at the same time, this actually works in the Excel Web application, but unlike Word, you can't do coauthoring in the Office application of Excel. I am going to close this down and go back to SharePoint. Like Word, if you go directly into Excel, most of what you do with SharePoint can be driven from the File menu, either the Info pane or the Save & Send pane, which itself again has a Save to SharePoint option.

Now, going beyond this, if you have SharePoint 2010 Enterprise Edition, you also have a major feature called Excel Services. This is in addition to all the collaboration stuff you can already do in SharePoint. Excel Services allows you to take spreadsheets and use them as a source of content in other parts of SharePoint. It's not about collaboration. We can do that just fine with what we have already got. It's a publishing mechanism designed to allow you to show and share only certain parts of your data with certain people.

And indeed, if I have an Excel document open and look at my Save & Send section, I have a button here called Publish Options, and that allows me to select which options, whether I want to publish the entire workbook or only certain sheets or even only certain items, like charts in the workbook. This would allow me to have one master Excel workbook with a lot of confidential information on it and still share parts of it with potentially everybody in the company and have a lot of tight control over it, rather than having to republish multiple versions everyday.

It sounds simple, but allowing Excel to be consumed across multiple sites in multiple ways is an advanced feature, and we are going to talk about Excel Services a little later in the course. Beyond even that, you have SharePoint features like PerformancePoint Services and PowerPivot. These are business intelligence features like Excel Services and again, these are features we'll get to later as they're both very specialized needs and they rely on subjects we haven't yet covered. But everything starts with just being familiar with these Excel workbooks being uploaded into plain old document libraries.

Find answers to the most frequently asked questions about SharePoint 2010 Essential Training.


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Q: In the "Adding a user to a site" movie, the instructor shows how to add a user to SharePoint and demonstrates by adding a user named “gini.” But gini is already set up and recognized by SharePoint. What if I have no users set yet? How can I add someone?
A: SharePoint doesn't store a separate user database; it wants to be pointed to an existing source of users, like Active Directory. If you don't have that, you need to first add your new users as local accounts on the Windows box you installed SharePoint on. Only then will you be able to give them permission on a SharePoint site.
 
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