使用 Excel Services 來共用活頁簿 (SharePoint Server 2013)Share workbooks by using Excel Services (SharePoint Server 2013)

摘要:在 SharePoint Server 2013 中的 Excel Services 可讓您與使用 SharePoint Server 2013 其他人共用 Excel 內容。您可以共用整本活頁簿或選擇要顯示之活頁簿的組件。Summary: Excel Services in SharePoint Server 2013 enables you to share Excel content with other people using SharePoint Server 2013. You can share an entire workbook, or choose to display only part of a workbook.

在 SharePoint Server 2013 中的 Excel Services 可讓您在中央位置與其他人共用全部或部分的 Excel 活頁簿。當您將活頁簿發佈至 SharePoint Server 2013 時,您可以選擇之間 (例如工作表檢視] 和 [圖庫檢視中) 的數個瀏覽器檢視選項。您也可以選擇在稱為 Excel Web Access 網頁組件特殊 SharePoint 網頁組件中顯示 Excel 內容。閱讀本文以了解如何使用 Excel Services 共用活頁簿。Excel Services in SharePoint Server 2013 enables you to share all or parts of an Excel workbook with other people in a central location. When you publish a workbook to SharePoint Server 2013, you can choose between several browser view options (such as worksheet view and gallery view). You can also choose to display Excel content in a special SharePoint Web Part known as the Excel Web Access Web Part. Read this article to learn how to share workbooks using Excel Services.

本文內容In this article

開始之前Before you begin

在開始進行此工作之前,請先檢閱下列先決條件的相關資訊:Before you begin this task, review the following information about prerequisites:

  • 您必須使用 Excel 與 SharePoint Server 2013。You must be using Excel and SharePoint Server 2013.

  • Excel Services 必須設定成包含信任的資料連線庫與受信任的文件庫。理想狀況下,您必須商務智慧中心網站設定您可以使用資料連線及活頁簿。如需詳細資訊,請參閱 < Configure SharePoint Server 2013 的商務智慧中心Excel Services must be configured to include a trusted data connections library and a trusted document library. Ideally, you'll have a Business Intelligence Center site configured that you can use for your data connections and workbooks. For more information, see Configure a Business Intelligence Center in SharePoint Server 2013.

  • 您將會需要 SharePoint 管理員提供您有關如何為組織使用的資料庫設定資料驗證的資訊。這會影響您連接至不同資料來源的方式。You will need information from a SharePoint administrator about how data authentication is configured for the databases your organization uses. This can affect how you connect to different data sources.

  • 在您計劃將活頁簿發佈到的 SharePoint 文件庫中,您必須至少獲指派「參與」權限。You must have at least Contribute permissions assigned to you for the SharePoint library where you plan to publish the workbook.

  • 您應該已建立 Excel 活頁簿包含至少一個項目,例如圖表、 表格、 樞紐分析圖報表、 樞紐分析表報表或資料範圍。You should have already created an Excel workbook that contains at least one item, such as a chart, table, PivotChart report, PivotTable report, or range of data.

  • 如果您打算要發佈活頁簿包含資料模型至 SharePoint Server 2013、 Excel Services 必須設定為支援資料模型。如需詳細資訊,請參閱 < Configure Excel Services in SharePoint Server 2013 PreviewIf you plan to publish workbooks that contain data models to SharePoint Server 2013, Excel Services must be configured to support data models. For more information, see Configure Excel Services in SharePoint Server 2013 Preview.

  • 如果您打算要發佈的活頁簿包含 Power View 工作表,必須設定 SQL Server Reporting Services SharePoint 整合模式中。如需詳細資訊,請參閱安裝 SQL Server BI Features with SharePoint 2013 (SQL Server 2012 SP1)If you plan to publish a workbook that contains a Power View sheet, SQL Server Reporting Services must be configured in SharePoint integrated mode. For more information, see Install SQL Server BI Features with SharePoint 2013 (SQL Server 2012 SP1).

使用 Excel Services 共用活頁簿Share workbooks using Excel Services

假設您已建立 Excel 活頁簿包含您想要與其他人共用的資訊。此外假設您可能會想要顯示在多個位置中的活頁簿中的某些內容。Excel Services 可讓您可以遵循下列簡單的程序執行這項作業:Suppose that you have created an Excel workbook that contains information that you want to share with others. Suppose additionally that you might want to display some content in that workbook in multiple locations. Excel Services enables you to do this by following a simple process:

  1. 在活頁簿中定義一或多個命名項目。這些項目可以是圖表、表格、樞紐分析圖報表、樞紐分析表報表、資料範圍等等。Define one or more named items in the workbook. These items can be charts, tables, PivotChart reports, PivotTable reports, ranges of data, and so on.

  2. 選擇 [活頁簿的瀏覽器檢視選項]。您可以選擇工作表檢視] 或 [圖庫檢視。Choose browser view options for the workbook. You can choose between worksheet view or gallery view.

  3. 將活頁簿發佈至 SharePoint 文件庫。理想狀況下,您將使用文件庫如商務智慧中心網站中的文件庫。Publish the workbook to a SharePoint library. Ideally, you'll use a library such as a Document library in a Business Intelligence Center site.

  4. (這是選擇性)。在 Excel Web Access 網頁組件中顯示全部或部分的 Excel 活頁簿。(This is optional.) Display all or part of an Excel workbook in an Excel Web Access Web Part.

下列各節說明如何執行步驟來使用 Excel Services 共用活頁簿。The following sections describe how to perform the steps to share a workbook by using Excel Services.

在活頁簿中定義命名項目Define named items in a workbook

定義命名項目不是使用 Excel Services 共用活頁簿的絕對需求。不過,最佳作法是,我們建議您在 Excel 中定義命名項目。執行此動作可以避免混淆稍後,特別是如果您想要顯示在 SharePoint 網頁組件 (而不是在 [網頁組件中顯示整個活頁簿) 中的單一項目。命名項目可以是圖表、 表格、 樞紐分析圖、 樞紐分析表報表、 交叉分析篩選器、 時間表控制項、 工作表中或甚至是在工作表中的資料範圍。Defining named items is not an absolute requirement for sharing a workbook by using Excel Services. However, as a best practice, we recommend that you define named items in Excel. Doing this can avoid confusion later, especially if you want to display a single item in a SharePoint Web Part (instead of displaying the whole workbook in the Web Part). A named item can be a chart, table, a PivotChart report, a PivotTable report, a slicer, a Timeline control, a worksheet, or even a range of data in a worksheet.

當您建立項目,例如樞紐分析圖、 樞紐分析表報表、 交叉分析篩選器、 時間表控制項等等,每個項目名稱會指定預設在 Excel 中。例如,假設您在 Excel 中Sheet1上建立樞紐分析表報表。根據預設,該樞紐分析表報表會標示為 PivotTable1。現在假設您將樞紐分析圖報表新增至該相同的工作表。其預設名稱為 PivotChart1。如果您開啟Sheet2並建立該工作表上的樞紐分析表報表,其預設的名稱會將 PivotTable1。很容易成為 PivotTable1 Sheet1 上的與 Sheet2 上的 PivotTable1 之間混淆。當使用唯一的名稱的命名項目可以避免這樣的困擾,請定義每個這些項目。使用下列程序在 Excel 中定義命名項目。As you create items, such as PivotChart reports, PivotTable reports, slicers, Timeline controls, and so on, each item is given a name by default in Excel. For example, suppose that you create a PivotTable report on Sheet1 in Excel. By default, that PivotTable report will be labeled as PivotTable1. Now suppose that you add a PivotChart report to that same worksheet. Its default name will be PivotChart1. If you open Sheet2 and create a PivotTable report on that worksheet, its default name will be PivotTable1. It's easy to become confused between PivotTable1 on Sheet1 and PivotTable1 on Sheet2. Defining each of these items as named items using unique names can avoid this confusion. Use the following procedure to define named items in Excel.

若要定義命名活頁簿中的項目To define named items in a workbook

  1. Excel 活頁簿中找出在工作表、 圖表、 表格、 資料、 範圍或其他元素您要定義為命名項目。選取範圍的儲存格包含的項目 (或項目) 您要納入命名項目。In an Excel workbook, identify a worksheet, chart, table, range of data, or other element that you want to define as a named item. Select the range of cells that contains the item (or items) that you want to include in the named item.

    若要將整個工作表定義為命名項目,請選擇工作表中的空白儲存格,然後按 CTRL+A。To define the whole worksheet as a named item, choose an empty cell in the worksheet, and then press CTRL+A.

  2. 在 [公式] 索引標籤上 [定義名稱] 群組中,選擇定義名稱以開啟 [新名稱] 對話方塊。On the Formulas tab, in the Defined Names group, choose Define Name to open the New Name dialog box.

  3. 在 [名稱] 方塊中輸入之項目的名稱。活頁簿中選擇將不會重複的唯一名稱。In the Name box, type a name for the item. Choose a unique name that won't be repeated in the workbook.

  4. 在 [範圍] 清單中,選擇 [活頁簿In the Scope list, choose Workbook.

  5. 使用參照到]方塊來確認或編輯所選儲存格的範圍。Use the Refers to box to confirm or edit the range of selected cells.

  6. 按一下 [確定]。Click OK.

  7. 針對您要定義為命名項目的每個項目,重複步驟 1-6。Repeat steps 1-6 for each item that you want to define as a named item.

指定活頁簿的顯示方式Specify how you want a workbook to be displayed

當您使用 Excel Services 共用活頁簿時,您可以選擇您想要在瀏覽器視窗中顯示活頁簿的方式。特別是,您可以選擇下列瀏覽器檢視選項:When you use Excel Services to share a workbook, you can choose how you want the workbook to be displayed in a browser window. Specifically, you can choose from the following browser view options:

  • 工作表] 檢視中。此選項會使整個工作表顯示在瀏覽器視窗中,例如在 Excel 中顯示。Worksheet view. This option causes a whole worksheet to be displayed in a browser window, such as it is displayed in Excel.

    下圖顯示以工作表檢視呈現的範例儀表板。The following image shows an example dashboard rendered in worksheet view.

    使用資料模型建立的範例儀表板

  • 圖庫檢視。此選項會使一個項目,例如樞紐分析圖或樞紐分析表報表、 顯著地顯示在瀏覽器視窗的中心部分。交叉分析篩選器、 篩選和時間表控制項會沿瀏覽器視窗的左側顯示。等其他樞紐分析圖或樞紐分析表報告的其他項目會顯示為縮圖圖像沿著瀏覽器視窗的右側。在圖庫檢視人員可以選擇要變更的項目精選中心組件的瀏覽器視窗中的縮圖圖像。Gallery view. This option causes one item, such as a PivotChart report or a PivotTable report, to be displayed prominently in the center part of the browser window. Slicers, filters, and Timeline controls are displayed along the left-hand side of the browser window. Additional items, such as other PivotChart reports or PivotTable reports, are displayed as thumbnail images along the right-hand side of the browser window. In gallery view, people can choose a thumbnail image to change which item is featured in the center part of the browser window.

    下圖顯示相同範例儀表板呈現圖庫檢視中。The following image shows the same example dashboard rendered in gallery view.

    圖庫檢視中顯示的範例儀表板

請使用下列其中一項程序指定活頁簿的瀏覽器檢視選項。Use one of the following procedures to specify browser view options for the workbook.

設定活頁簿使用工作表檢視來顯示To configure the workbook to display using worksheet view

  1. 在 Excel 中,在 [檔案] 索引標籤中,按一下 [瀏覽器檢視選項In Excel, on the File tab, click Browser View Options.

  2. 在 [顯示] 索引標籤上使用清單選取 [工作表、 選取您想要顯示的工作表,然後按一下 [確定]On the Show tab, use the list to select Sheets, select the worksheets that you want to display, and then click OK

  3. 儲存該活頁簿,並再關閉 Excel。Save the workbook, and then close Excel.

    設定活頁簿使用圖庫檢視來顯示To configure the workbook to display using gallery view

  4. 在 Excel 中,在 [檔案] 索引標籤中,按一下 [瀏覽器檢視選項In Excel, on the File tab, click Browser View Options.

  5. 在 [顯示] 索引標籤上使用清單選取 [活頁簿中的項目On the Show tab, use the list to select Items in the Workbook.

  6. 選取您想要顯示的命名項目,然後按一下 [參數] 索引標籤。Select the named items that you want to display, and then click the Parameters tab.

  7. 如果活頁簿包含交叉分析篩選器或時間表控制項,按一下 [新增],選取 [交叉分析篩選器或時間表控制項,您想要顯示,然後按一下 [確定]If the workbook contains slicers or a Timeline control, click Add, select slicers or Timeline controls that you want to display, and then click OK.

  8. 按一下[確定]以關閉瀏覽器檢視選項] 對話方塊。Click OK to close the Browser View Options dialog box.

  9. 然後關閉 Excel。Then close Excel.

指定的活頁簿的瀏覽器檢視選項之後下, 一步是將活頁簿發佈至 SharePoint Server 2013。After you have specified browser view options for a workbook, the next step is to publish the workbook to SharePoint Server 2013.

發佈活頁簿Publish a workbook

發佈活頁簿時新增至 SharePoint 文件庫,例如商務智慧中心網站中的文件庫。適用於 Excel Services 使用的位置必須指定為信任位置。When you publish a workbook you add it to a SharePoint library, such as a Document library in a Business Intelligence Center site. The location that you use must be specified as a trusted location for Excel Services.

若要將活頁簿發佈至 SharePoint 文件庫To publish a workbook to a SharePoint library

  1. 開啟網頁瀏覽器。Open a web browser.

  2. 在位址行中,輸入要在 SharePoint Server 2013 中的文件庫的位址。例如,您可能會使用的格式類似於 SharePoint 位址http://servername/sites/bicenter/documents或http://servername/SharePointsitename/documentlibraryname。In the address line, type the address to a library in SharePoint Server 2013. For example, you might use a SharePoint address that resembles http://servername/sites/bicenter/documents or http://servername/SharePointsitename/documentlibraryname.

    注意

    若要將位置指定為 Excel Services 的信任位置,請參閱 < Manage Excel Services 信任的檔案位置 (SharePoint Server 2013)To specify a location as a trusted location in Excel Services, see Manage Excel Services trusted file locations (SharePoint Server 2013).

  3. 在您所選取的文件庫,選擇 [ + 新增文件以開啟 [新增文件] 對話方塊。In the library that you selected, choose + New Document to open the Add a Document dialog box.

  4. 選擇 [瀏覽],並再使用 [選擇要上傳檔案] 對話方塊選取想要發佈的活頁簿。然後選擇 [開啟Choose Browse, and then use the Choose File to Upload dialog box to select the workbook that you want to publish. Then choose Open.

  5. 在 [新增文件] 對話方塊中,選擇[確定]。活頁簿會新增至文件庫。In the Add a document dialog box, choose OK. The workbook is added to the library.

現在您已經將活頁簿發佈至 SharePoint 文件庫,可以在 Excel Web Access 網頁組件中顯示該活頁簿的內容。Now that you have published a workbook to a SharePoint library, you can display content from that workbook in an Excel Web Access Web Part.

在 Excel Web Access 網頁組件中顯示 Excel 內容Display Excel content in an Excel Web Access Web Part

Excel Services in SharePoint Server 2013 包含特殊 SharePoint 網頁組件呼叫 Excel Web Access 網頁組件。此網頁組件可讓您共用全部或部分的 Excel 活頁簿中它自己的網頁組件在 SharePoint 網頁組件] 頁面上。您可以顯示單一項目已定義為命名項目,或您可以在該網頁組件中顯示整個活頁簿。Excel Services in SharePoint Server 2013 includes a special SharePoint Web Part called the Excel Web Access Web Part. This Web Part enables you to share all or part of an Excel workbook in its own Web Part on a SharePoint Web Part page. You can display a single item that is defined as a named item, or you can display the whole workbook in that Web Part.

下列程序說明如何新增 Excel Web Access 網頁組件至 SharePoint 頁面,然後在網頁組件中顯示內容。The following procedures describe how to add an Excel Web Access Web Part to a SharePoint page and then display content in the Web Part.

將 Excel Web Access 網頁組件新增至 SharePoint 網站To add an Excel Web Access Web Part to a SharePoint site

  1. 首先,開啟 SharePoint 頁面以進行編輯。Begin with a SharePoint page open for editing.

  2. 在頁面上的某個區域,選擇 [新增網頁組件的超文字。In a zone on the page, choose the hypertext that says Add a Web Part.

    頁面頂端附近會出現窗格,顯示可用的網頁組件類別與種類。Panes showing available categories and kinds of Web Parts appear near the top of the page.

  3. 在 [類別] 窗格中,選擇 [商務資料。然後在 [組件] 窗格中,選擇 [ Excel Web AccessIn the Categories pane, choose Business Data. Then, in the Parts pane, choose Excel Web Access.

  4. 選擇 [新增] 以新增網頁組件至頁面。保留] 頁面上開啟可供編輯。Choose Add to add the Web Part to the page. Keep the page open for editing.

下一步是連結活頁簿與 Excel Web Access 網頁組件。The next step is to connect a workbook to an Excel Web Access Web Part.

若要在 Excel Web Access 網頁組件中顯示 Excel 內容To display Excel content in an Excel Web Access Web Part

  1. 首先,開啟 SharePoint 頁面以進行編輯,其中已有個空白 Excel Web Access 網頁組件新增至頁面。Begin with a SharePoint page open for editing and an empty Excel Web Access Web Part added to the page.

    空白 Excel Web Access 網頁組件中,選取 [活頁簿] 區段中按一下 [按一下這裡以開啟 [工具] 窗格的超文字。工具窗格隨即開啟。In the empty Excel Web Access Web Part, in the Select a Workbook section, click the hypertext that says Click here to open the tool pane. The tool pane opens.

  2. 在 [活頁簿] 文字方塊中的 [活頁簿顯示] 區段中指定活頁簿的網站位址 (URL)。如果您不知道 URL,請按一下 [瀏覽] 按鈕、 瀏覽至 [活頁簿已發佈位置所在的文件庫、 選取您要使用的活頁簿,然後按一下 [插入In the Workbook Display section in the Workbook text box, specify the web site address (URL) for the workbook. If you do not know the URL, click the Browse button, navigate to the library where the workbook was published, select the workbook that you want to use, and then click Insert.

  3. (這是選擇性)。若要顯示單一項目,例如圖表、 表格、 樞紐分析圖報表或樞紐分析表報表中名為項目] 方塊中,輸入項目的名稱。這會使該網頁組件,而不顯示整個活頁簿中顯示項目。(This is optional.) To display a single item, such as a chart, table, PivotChart report, or PivotTable report, in the Named Item box, type the name of the item. This causes only that item to be displayed in the Web Part, instead of displaying the whole workbook.

  4. 在工具窗格底端,按一下 [確定]At the bottom of the tool pane, click OK.

活頁簿現在會顯示在網頁組件中。如果您想要的話,可以繼續指定 Excel Web Access 網頁組件的瀏覽和互動功能設定。The workbook is now displayed in the Web Part. If you want, you can proceed to specify navigation and interactivity settings for the Excel Web Access Web Part.

若要指定 Excel Web Access 網頁組件中顯示活頁簿的瀏覽和互動功能設定To specify navigation and interactivity settings for a workbook displayed in an Excel Web Access Web Part

  1. 開始 SharePoint] 頁面隨即開啟供編輯。在 Excel 網頁組件的右上角,選擇 [以開啟 [網頁組件] 功能表中向下箭號,然後選擇 [編輯網頁組件。Excel 網頁組件工具窗格隨即開啟。Begin with a SharePoint page open for editing. In the upper-right corner of the Excel Web Part, choose the down arrow to open the Web Part menu, and then choose Edit Web Part. The Excel Web Part tool pane opens.

  2. 工具列與標題列] 區段中及瀏覽和互動功能] 區段中,選取您想要啟用的屬性。如果您想要停用屬性,請清除其核取方塊。In the Toolbar and Title Bar section and in the Navigation and Interactivity section, select the properties that you want to enable. If you want to disable a property, clear its check box.

  3. 在工具窗格底端,選擇[確定]以套用變更並關閉工具窗格。At the bottom of the tool pane, choose OK to apply your changes and close the tool pane.

  4. 在 SharePoint 網站中,按一下 [停止編輯] 以儲存變更。In the SharePoint site, click Stop Editing to save your changes.

See alsoSee also

概念Concepts

支援的 Excel Services (SharePoint Server 2013) 資料來源Data sources supported in Excel Services (SharePoint Server 2013)

商務智慧功能的 Excel Service (SharePoint Server 2013)Business intelligence capabilities in Excel Service (SharePoint Server 2013)