Comments on: Creating a Dashboard using MOSS, Excel Web Services, Excel 2007 and Microsoft CRM

By: Dan L. Hill

Dan L. Hill — Tue, 10 Nov 2009 08:58:58 +0000

Inspiring Post. Thanks for this. I’ve implemented the steps as you have outlined. The only change is that I am updating the 2007 Excel spreadsheet directly (no data connection to SQL needed). I need to re-publish the graph to my dashboard library after each update AND reload the workbook from my dashboard web part page in order to get this to work. What could I possibly have missed?

By: Ruben

Ruben — Wed, 04 Nov 2009 18:07:38 +0000

This is a great post. FINALLY information that was useful in learning to configure a dashboard in SP2007.
Nice work.

By: Abdullah

Abdullah — Mon, 19 Oct 2009 02:23:58 +0000

Thanks a lot,

that was very useful for me..

appreciate your work

By: David Pritchett

David Pritchett — Tue, 21 Jul 2009 18:10:45 +0000

AS far as getting data from another document such as a calendar file, it really depends on the limitations of Excel. If you go to the Data Connections area of Excel and click on the Add button, you will be able to add custom connections to the spreadsheet. I personally have not connected to anything other than SQL, CSV or other Excel files, but there are many other options. You may want to check the Excel area of the MSDN site or perform a web search for suggestions on using Excel to connect to external data sources of your choice. Sorry I do not have expertise in that specific area.

By: Loyal

Loyal — Mon, 01 Jun 2009 07:51:55 +0000

Excellent post,

one thing i would like get clarified is that, how do we get data from another document library(eg: Calendar) to display the data in excel instead of getting data from sql databases?

By: Will

Will — Sat, 16 May 2009 17:22:30 +0000

Helpful post–

I’m trying to use MOSS to present a combination of BI cube data and hand-reported data (in Excel) from a variety of human sources.

Let me say, for the record, that I’m not really an IT person.

My plan is to gather data from individual areas in spreadsheets (with the same flat-file “schema” on collaboration sites. Then, cut/paste them into the master-spreadsheet in which I will pivot the data to enable easier reporting/publishing as you outline here.

Clearly, my “plan” is ridiculous/cumbersome to administer.

I would love any hints you might provide as to how I could streamline this process.

Appreciatively,

Will