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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.
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.
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