Share workbooks using Excel Services

3/26/2020

You can use Excel Services to share workbooks with others in a secure, central location, such as a Documents library in SharePoint Server 2013 or SharePoint Online in Office 365 Enterprise. You can do this in a few simple steps:

Step 1: Create a workbook that contains the charts, tables, and reports that you want to share. 

Step 2: Define named items for individual charts, tables, and other items in the workbook. 

Step 3: Specify how you want the workbook to display in a browser window. See Use Browser View Options to specify how you want a workbook to display in a browser window.

Step 4: Upload the workbook to a SharePoint library. Depending on whether your organization is using SharePoint Server 2013 or SharePoint Online Enterprise (Office 365), use one of the following procedures to publish a workbook to a SharePoint library.

To upload the workbook to a library in SharePoint Server 2013 (on premises)

1. In a site, such as a team site, choose a library, such as a Documents library.
2. Click + New Document to open the Add a Document dialog box.
3. Choose Browse, and then use the Choose File to Upload dialog box. Select the workbook that you want to publish, and then choose Open.
4. In the Add a document dialog box, choose OK. The workbook is added to the library.

To upload the workbook to a library in SharePoint Online (in the cloud)

1. Log in to your Office 365 environment and navigate to a site, such as a team site.
2. Choose a library, such as the Documents library in the site.
3. Choose + New Document., and then choose Upload Existing File to open the Add a document dialog box.
4. Choose Browse, and then use the Choose File to Upload dialog box. Select the workbook that you want to publish, and then choose Open.
5. In the Add a document dialog box, choose OK. The workbook is added to the library.

Step 5: (This is optional) Display the workbook in a SharePoint Web Part. After that you have uploaded a workbook to a SharePoint library, you can display workbook content in a SharePoint Web Part. See Connect an Excel Web Access Web Part to an Excel workbook.