Saturday, July 28, 2012

Using Excel Services as a KPI Data Source

To use excel services as the data source, you need publish named items in the workbook need to be published to SharePoint. Steps below (Ref: http://technet.microsoft.com/en-us/library/ff724277.aspx)

If you want to configure an Excel Services report to display a named item that is defined in Excel, the named item must be published to SharePoint Server. Otherwise, the Item name list will be empty in Dashboard Designer. Simply publishing the workbook does not ensure that named items are published, too.

 To publish named items in an Excel workbook

  1. In Excel, on the File tab, click Save & Send, and then click Save to SharePoint.

  2. In the Save to SharePoint section, click Publish Options.

  3. In the Publish Options dialog box, on the Show tab, use the list to select Items in the Workbook.

  4. Select all the named items in the list, and then click OK.

  5. In the Save to SharePoint section, click Browse for a location, and then click Save As. The Save As dialog box opens.

  6. In the Save As dialog box, specify the Web site address (URL) to the document library where you want to publish the workbook.

  7. Click Save to publish the workbook.

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