JG Vimalan's Blog

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Charts using Excel Services

Hi,

We are going to see how to display charts using Excel Services in MOSS 2007.

1. Create a ‘Report Library’ to store the excel spreadsheets eg., http://MossServer/Sales/CustomReports

r1_1

where,Sales is the subsite. CustomReports is the Report Library.

2. Add the Report Library location as trusted location. To do this,
Central Administration ->Shared Services Administration: SharedServices1 > Excel Services Trusted File Locations 

3. Ensure that,

   a. Excel Calculation Service is running (Central Administration > Operations >Services on Server)
   b. OfficeServerApplicationPool is running (IIS -> <Local Computer> ->Application Pools)
   c. Check the dafault SSP and the associaltions (Central Administration >  Application Management > Manage this Farm’s Shared Services) 

4. Now, create a excel file (I’ve used Excel 2007) with charts. 

5. Publish the excel file to the Report Library created in step 1. 

6. Create a Excel Web Access webpart. Browse and set the excel spread as Workbook. Set the Chart 1 as Named Item. 

Thats all!!! 

Your charts are displayed as shown below,

r2_1

Regards,

JG Vimalan

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July 31, 2009 Posted by | SharePoint | Leave a comment

Customize ‘Site Actions’ menu.

Hi, 

We are going to see how to add a custom menu item say, “My Shortcuts” in SharePoint ‘Site Actions’ menu.

1. Open your site say, http://MyServer/default.aspx in Sharepoint designer and browse to,

_catalogs/masterpage/editing menu/CustomSiteAction.xml

sc2

2. Checkout the ‘CustomSiteAction.xml’ and edit the file.

3. Add the menu item to display. Here we are going to display the ‘Web Part Gallery’ as shortcut link. 

<Console>

//Add the references

  <references>
    <reference TagPrefix=”cms”
    assembly=”Microsoft.SharePoint.Publishing, Version=12.0.0.0,
    Culture=neutral, PublicKeyToken=71e9bce111e9429c”
    namespace=
    “Microsoft.SharePoint.Publishing.WebControls.EditingMenuActions” />
  </references>

//Then add the menu item to display
  <structure>
        <ConsoleNode
        DisplayText=”Web Part Gallery”
        UseResourceFile=”false”
        ImageUrl=”/_layouts/images/ActionsSettings.gif”
        UserRights=”BrowseDirectories|ManageLists” 
        RequiredRightsMode=”Any”
        PermissionContext=”CurrentSite”
        IsSiteRelative=”true” 
        NavigateUrl=”_catalogs/wp/Forms/AllItems.aspx” 
        ChangedNodeID=”ViewPagesList”>            
      </ConsoleNode>
  </structure>      
</Console> 

4. Finally checkin the file.

5. You can add nested Console Node so that, multiple items are dislayed in the ‘Site Actions’ menu. See the snapshot below,

sc1

Regards,

JG Vimalan

July 30, 2009 Posted by | SharePoint | 3 Comments