SharePoint Server 2013 中的 Excel Services 概述Overview of Excel Services in SharePoint Server 2013

摘要:Excel Services 是 SharePoint Server 2013,允许您在整个组织内共享数据连接的工作簿中的一个商业智能工具。Summary: Excel Services is a business intelligence tool in SharePoint Server 2013 that allows you to share data-connected workbooks across an organization.

Excel Services 是一项共享的服务,您可以使用发布在 SharePoint Server 2013 的 Excel 工作簿。可以管理和保护根据您组织的需要并在 SharePoint Server 2013 的用户,可以呈现在浏览器中的工作簿之间共享已发布工作簿。Excel Services 是仅在 SharePoint Server 2013 版中可用。Excel Services is a shared service that you can use to publish Excel workbooks on SharePoint Server 2013. The published workbooks can be managed and secured according to your organizational needs and shared among SharePoint Server 2013 users, who can render the workbooks in a browser. Excel Services is available only in the Enterprise edition of SharePoint Server 2013.

Excel Services 主要用于商业智能方案。可将 Excel 工作簿连接到外部数据源和创建的报表,然后可将其发布到 SharePoint 文档库。当用户从文档库打开工作簿时,将使用 Excel Services 在浏览器中呈现该工作簿。保留外部数据连接并刷新数据(如有必要)。这将允许在整个组织中广泛共享报表。Excel Services is used primarily for business intelligence scenarios. Excel workbooks can be connected to external data sources, reports created, and then the workbook can be published to a SharePoint document library. When a user opens the workbook from the the document library, it is rendered in the browser by using Excel Services. The external data connection is maintained and the data is refreshed if necessary. This allows broad sharing of reports throughout an organization.

Excel Services 包含 Excel 计算服务、 Excel Web Access Web 部件和 Excel Web 服务的编程访问。它支持共享、 保护、 管理和使用在浏览器中通过提供以下的 Excel 工作簿:Excel Services consists of Excel Calculation Services, the Excel Web Access Web Part, and Excel Web Services for programmatic access. It supports sharing, securing, managing, and using Excel workbooks in a browser by providing the following:

  • 用于管理工作簿的全局设置,其中包括针对安全性、负载平衡、会话管理、内存使用率、工作簿缓存和外部数据连接的设置。Global settings for managing workbooks, which include settings for security, load balancing, session management, memory utilization, workbook caches, and external data connections.

  • 受信任的文件位置(允许您定义受 Excel Services 信任的文档库)与存储在这些位置的工作簿的会话管理、工作簿大小、计算行为和外部数据设置。Trusted file locations (which allow you to define which document libraries are trusted by Excel Services) together with session management, workbook size, calculation behavior, and external data settings of workbooks stored in those locations.

  • 用于连接到您的数据的受信任数据提供程序的广泛列表以及添加您自己的受信任数据提供程序的功能。An extensive list of trusted data providers for connecting to your data, plus the ability to add your own trusted data provider.

  • 受信任的数据连接库,它允许您定义服务器场中受 Excel Services 信任的数据连接库。Trusted data connection libraries, which allow you to define which data connection libraries in your farm are trusted by Excel Services.

  • 添加您自己的用户定义的函数程序集的功能。The ability to add your own user-defined function assemblies.

当用户可以通过 Excel Services 与浏览器中的 Excel 工作簿进行交互时,无法使用 Excel Services 在浏览器中编辑工作簿。编程选项是可用的。While users can interact with Excel workbooks in a browser through Excel Services, the workbooks cannot be edited in the browser by using Excel Services. Programmatic options are available.

了解几个特定方案将有助于您理解如何最好地利用 Excel Services:Looking at several specific scenarios can help you understand how best to take advantage of Excel Services:

  • 共享工作簿向 SharePoint 服务器文档库来向其他用户授予基于浏览器的访问服务器计算版本的工作簿,用户可以保存 Excel 工作簿。当访问该工作簿时,Excel Services 加载工作簿时,通过浏览器重新的刷新外部数据如果有必要,计算它,如果它是必要的并将结果发送输出视图。通过进行排序、 筛选、 扩展,或折叠数据透视表,并在参数中传递,用户可以使用基于 Excel 的数据进行交互。这提供了对已发布的工作簿执行分析的能力。用户不需要安装了 Excel 来查看该工作簿。用户将始终查看最新版本的工作簿,并可以在浏览器中与它交互。可以设置的安全权限来限制哪些访问提供给哪个用户。Sharing workbooks Users can save Excel workbooks to a SharePoint Server document library to give other users browser-based access to the server-calculated version of the workbook. When the workbook is accessed, Excel Services loads the workbook, refreshes the external data if it is necessary, calculates it if it is necessary, and sends the resulting output view back through the browser. A user can interact with Excel-based data by sorting, filtering, expanding, or collapsing PivotTables, and by passing in parameters. This provides the ability to perform analysis on published workbooks. A user does not have to have Excel installed to view the workbook. Users will always view the latest version of a workbook, and they can interact with it in a browser. Security permissions can be set to limit what access is provided to which user.

  • 构建商业智能 (BI) 仪表板 可通过将 Excel 和 Excel Services 与 Excel Web Access Web 部件一起使用来创建基于浏览器的仪表板。PerformancePoint 服务 还可将 Excel Services 工作簿用作数据源。Building business intelligence (BI) dashboards Browser-based dashboards can be created by using Excel and Excel Services together with the Excel Web Access Web Part. PerformancePoint Services can also use Excel Services workbooks as a data source.

  • 在自定义应用程序中重用封装在 Excel 工作簿中的逻辑 除了服务器附带的基于浏览器的界面外,Excel Services 还提供一个基于 Web 服务的界面,这样一来,任何使用 Web 服务的应用程序都能以编程方式访问发布的工作簿。Web 服务应用程序可根据为发布的工作簿设置的安全权限,使用该界面来更改值、计算工作簿和检索部分或所有更新的工作簿。Reuse of logic encapsulated in Excel workbooks in custom applications Besides a browser-based interface with the server, Excel Services provides a Web-service-based interface so that a published workbook can be accessed programmatically by any application that uses Web services. The Web service applications can change values, calculate the workbook, and retrieve some or all of the updated workbook by using that interface according to what security permissions are set for the published workbook.

  • 报表生成Excel Services 的一项最有用的功能是报表生成。通过将数据连接的工作簿发布到 SharePoint 文档库并通过 Excel Services 使这些工作簿可用,可以使已在 Excel 中创建的报表可供您组织中的其他用户使用。工作簿可由位于受 Excel Services 信任的中央位置的受信任作者创建和更改,而不是让多个用户在其计算机上创建工作簿的单独副本。正确版本的工作表更易于从 Excel、SharePoint Server 以及其他应用程序中查找、共享和使用。Report Building One of the most useful features of Excel Services is report building. By publishing data-connected workbooks to a SharePoint document library and making them available through Excel Services, you can make reports that you have created in Excel available to others in your organization. Instead of multiple users having separate copies of the workbooks on their computers, the workbooks can be created and changed by a trusted author in a central location that is trusted by Excel Services. The correct version of the worksheet is easier to find, share, and use from Excel, SharePoint Server, and other applications.

使用 Office Web Apps Server 的服务器场Farms using Office Web Apps Server

如果您的 SharePoint Server 服务器场已经与 Office Web Apps Server 和 Excel Web App 集成,则 Excel Services 中提供的功能将依赖于配置 Excel Web App 的方式。If your SharePoint Server farm has been integrated with Office Web Apps Server and Excel Web App, the features available in Excel Services will depend on how Excel Web App has been configured.

Excel Web App 在以下两种模式中的一个模式中运行:Excel Web App runs in one of two modes:

  • SharePoint 查看模式 在此模式中,Excel Services 用于在浏览器中查看工作簿。SharePoint view mode In this mode, Excel Services is used to view workbooks in the browser.

  • Office Web Apps Server 查看模式 在此模式中,Excel Web App 用于在浏览器中查看工作簿。Office Web Apps Server view mode In this mode, Excel Web App is used to view workbooks in the browser.

下表列出了每个模式下在 Excel Services 中可用的商业智能功能。The following table lists the business intelligence features available in Excel Services in each mode.

Excel Services 中的 BI 功能(按模式显示)BI features in Excel Services, by mode

仅 SharePoint ServerSharePoint Server only 带 Excel Web App 的 SharePoint Server(SharePoint 查看模式)SharePoint Server with Excel Web App (SharePoint view mode) 带 Excel Web App 的 SharePoint Server(Office Web Apps Server 查看模式)SharePoint Server with Excel Web App (Office Web Apps Server view mode)
Excel Web Access Web 部件Excel Web Access Web Part
××
××
刷新 OData 连接Refresh OData connections
××
××
查看 Power View 报表并与之交互View and interact with Power View reports
××
××
查看 Power Pivot 数据模型并与之交互View and interact with Power Pivot data models
××
××
刷新 Power Pivot 数据模型Refresh Power Pivot data models
××
××
使用 Excel Services 无人参与服务帐户刷新数据Refresh data by using the Excel Services unattended service account
××
××
使用 安全存储 和 Windows 凭据刷新数据Refresh data by using Secure Store and Windows credentials
××
××
××
使用有效用户名连接刷新数据Refresh data by using Effective User Name connections
××
××
Kerberos 委派Kerberos delegation
××
××

另请参阅See also

概念Concepts

在 Excel 服务 (SharePoint Server 2013) 业务智能功能Business intelligence capabilities in Excel Service (SharePoint Server 2013)