Thursday, December 20, 2012

Configure Excel Services in SharePoint 2013

Finally I got some time to configure my SharePoint 2013 farm. So I thought of using the chance to update my blog too. "Two birds with one stone".
Central Administration > System Settings > Manage services on server
Start "Excel Calculations Services"
Once it's started the next step is to create a new instance of "Excel Service Application" (in one doesnt exist already).
Central Administration > Application Management > Manage service applications and create  a new "Excel Service Application"

You are done with configuring Excel Servcies. As the next step you need to configure the tusted locations where Excel Service will only load Excel Workbooks from.

Central Administration > Application Management > Manage service applications > Excel Servce Application (This will change based on how you named the servcie instance on the previous step) > Trusted File Locations
Fill the Address with a Document Library location. I have created a document library called "Excel Documents" in a site called "Team".
In the External Data section you have "Allow External Data", select the Trusted data connection libraries and embedded option.

Set both the Automatic refresh and Manual refresh values to 0 (But this is not recommend as it will consume more resources by refreshing workbook results immediately).
Now as we have a trusted file location, we can now publish data-connected workbooks with embedded data connections. But for Excel Services to correctly render data-connected workbooks with external data connections, we must configure a trusted data connection library.


Central Administration > Application Management > Manage service applications > Excel Servcie Application > Trusted Data Connection Libraris
Make sure you have a "Data Connection Library" type library. Name of my data connection library is "Data Connections" which is created in a site called "Team".
Now you have successfully completed with Excel service configuration.

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