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10.3 PUBLISHING WITH INTERACTIVITY: PIVOT CHARTS AND PIVOT TABLES
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Note When you publish a pivot chart, the connected pivot table is automatically published on the same
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7. Click in the Add interactivity with box to add a checkmark. 8. If you want to add a title to the published page, click the Change button and type a title. The title will appear above the published components. 9. Click OK to close the Set Title dialog box, and the title will be displayed on the Publish As Web Page dialog box, to the left of the Change button. 10. To automatically update the HTML file, if the Excel file is saved, add a checkmark to AutoRepublish every time this workbook is saved.
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Select this option if you expect to change the Excel file later and will want to publish the updated Tip
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version. It will save an updated version of the HTML file without any extra work on your part.
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11. To immediately see the results in your browser, add a checkmark to Open published web page in browser. 12. Click the Publish button to save the file.
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When you publish a pivot table and select the interactivity option, an Office Web Component (OWC) PivotTable list is added to the HTML file. This component has some features similar to those of an Excel PivotTable report, as well as some features that are different. A folder is also created with the name of the HTML file, followed by _files, that contains files with information about the published file. For example, one of the files in the folder has the same name as the HTML file, followed by a random number and _cachedata.xml. This file contains the source records for the PivotTable list. Upload both the HTML file and the folder when putting the files on your web server. You can publish the HTML file as created by Excel, or modify it in Microsoft FrontPage or another website-creation software package.
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10.3 PUBLISHING WITH INTERACTIVITY: PIVOT CHARTS AND PIVOT TABLES
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Licensing To interact with the PivotTable list component on a web page, users must use Microsoft Internet Explorer 5.01 or later, and must have a valid license for Microsoft Office 2003 or for a later version of Microsoft Office that includes the Office 2003 Web Components. Without a license, users are in View-only mode, and can do the following: View data Print Select and scroll Use hyperlinks Resize a component Select sheets in the Spreadsheet component Expand or collapse members in a PivotTable list Refresh data in a PivotTable list Use the About, Help, and Refresh commands
For information on OWC licensing requirements, see the Microsoft Knowledge Base article General Information About the Licensing and the Use of Office 2003 Web Components, at http://support.microsoft.com/default.aspx scid=828949.
OWC Features It s beyond the scope of this book to provide extensive coverage of the OWC PivotTable features, but we ll outline some of the key similarities and differences between the two types of pivot tables. The OWC PivotTable will contain the page, row, column, and data fields from your Excel PivotTable report. The fields can be moved to a new location, or removed from the pivot table. Click the Field List button in the OWC toolbar to open the field list and add more fields to the pivot table. The Summary functions for the data fields are those that appeared in the original Excel PivotTable and can t be changed. You can create custom calculations, such as Percent of Row, Calculated Totals, and Calculated Detail Fields.
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Items in the row, column, and data areas can be sorted, filtered, and grouped. For example, you can show only the top five customers, or the bottom 10 percent of your products.
Note An OWC feature that s not available in Excel s pivot tables is the ability to group by prefix characters. You could use this to group customers by the first letter in their name, or group budget codes by the first four digits. Date fields can be grouped, even if there are blank cells in the field.
Most formatting from the Excel pivot table is lost when the OWC pivot table is created. You can select fields and apply formatting on the web page by using the Commands and Options dialog box, which you open by clicking the button shown in Figure 10-4.
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