The Excel Web Access Web Part

A SharePoint Online tutorial by Peter Kalmström

SharePoint iconThe Excel Web Access web part is available for the Office 365 E3 and E6 subscriptions. This web part is very useful when you want to show Excel content in SharePoint. You can display all or just a part of an Excel sheet in this web part.

In the demo below, Peter Kalmström, CEO and Systems Designer of kalmstrom.com Business Solutions, shows how to use the Excel Web Access web part.

Excel graph in SharePointThe Excel Web Access web part tool pane gives a lot of options, mostly regarding the user interaction with the Excel content. However, what Peter shows in the demo is the most basic - how to define what workbook and what part of that workbook should be displayed in SharePoint.

Add an Excel Web Access web part with Excel content to SharePoint

  1. In Excel, create a pivot table that contains the data you wish to show in SharePoint.
  2. Create a chart from the new pivot table.
  3. Save the spreadsheet to a document library in the SharePoint site where you wish to add the chart.
  4. Add an Excel Web Access web part to the SharePoint page.
  5. Connect the web part to the spreadsheet in the SharePoint library.
You can continue updating the Excel file either in Excel Online or in the client version of Excel. If you just change the chart, it will be updated in SharePoint when you save the file.

If you change the data in the Excel table, you must refresh the chart under the Analyze or Data tab. Under the Data tab you can also click on the Connections button and then Properties and check the box for 'Refresh data when opening the file'.

In two other articles we have discussed more about how to update an Excel chart in the Excel Web Access web part and also given a VB script for auto-refresh of the Excel chart.

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