data matrix excel free BUILDING OUT-OF-THE-BOX BUSINESS SOLUTIONS in Office Excel

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CHAPTER 7 BUILDING OUT-OF-THE-BOX BUSINESS SOLUTIONS
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the workbook on a SharePoint site that provides the aggregate information that sales people require. Figure 7-13 shows the first few rows in the Excel worksheet.
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Figure 7-13. The Excel worksheet currently used to track sales orders
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The workbook includes a number of other worksheets that Kim uses for analysis. She s most frequently asked about these three sheets: Sales Target: Sales goals for each of the five sales regions and a chart of current sales against the goals (see Figure 7-14).
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Figure 7-14. The Sales Target worksheet includes a table and a chart
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CHAPTER 7 BUILDING OUT-OF-THE-BOX BUSINESS SOLUTIONS
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Category Sales: PivotChart of sales by category (see Figure 7-15).
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Figure 7-15. The Category Sales PivotChart report worksheet
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Sales Pivot: A pivot table showing sales by region and product category (see Figure 7-16).
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Figure 7-16. The Sales Pivot worksheet s pivot table shows sales by region and category.
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CHAPTER 7 BUILDING OUT-OF-THE-BOX BUSINESS SOLUTIONS
The tables and charts on these three worksheets are the objects you ll publish and use to create the Sales Performance dashboard.
Building the SharePoint Sales Performance Dashboard
In this solution, you ll publish the charts and tables from Kim s Excel workbook to create HTML pages, then use the Page Viewer Web Part to display the pages on the sales team s SharePoint site. Sales people already use the site, so Kim won t have to do much marketing of the site to the sales group. Here are the high-level activities required to build the Sales Performance dashboard: 1. Save the table on the Sales Target worksheet as a web page. 2. Save the chart on the Sales Target worksheet as a web page. 3. Save the PivotChart on the Category Sales worksheet as a web page. 4. Save the PivotTable on the Sales Pivot worksheet as a web page. 5. Create a web part page to display the Category Sales and Sales Pivot HTML pages using the Page Viewer Web Part. 6. Add descriptive text and a heading to the web part page with the Content Editor Web Part. 7. Add all four web pages to the sales teams SharePoint site using the Page Viewer Web Part. 8. Add a link to the web part page on the home page.
Saving the Selections as Web Pages
You could save the entire Sales Target worksheet as a web page, but the worksheet contains two different but related objects: a table and a chart (see Figure 7-14). The table is the most critical of the four web pages because it summarizes the information that s most frequently requested. Publishing the table and the chart separately provides more layout flexibility when you add the web parts to the SharePoint site.
Note Before you start saving web pages, create a SharePoint library called webpages to store the web
pages. (This library shouldn t be listed on the Quick Launch bar.) Also add the webpages library to My Network Places so you can save the web pages directly to the library.
CHAPTER 7 BUILDING OUT-OF-THE-BOX BUSINESS SOLUTIONS
To save the table as a web page, follow these steps: 1. Select the table, then choose File Save as Web Page from the menu to open the Save As dialog box. 2. Choose the Selection option to save only the selected table. 3. Enter a file name (SalesTargetsTable). 4. Click the Publish button to open the Publish as Web Page dialog box (see Figure 7-17).
Figure 7-17. Set publishing options in the Publish as Web Page dialog box.
CHAPTER 7 BUILDING OUT-OF-THE-BOX BUSINESS SOLUTIONS
5. Leave the Title blank. The Excel table already has a title. 6. Browse and select the webpages folder on the SharePoint site as the file location. 7. Enable the AutoRepublish every time this workbook is saved checkbox. 8. Leave the Open published web page in browser checkbox enabled. 9. Click the Publish button to publish and view the web page. Follow the same steps to publish the chart, PivotChart, and PivotTable.
Note See 6 for more information on publishing Excel objects and selections as web pages.
Tips for Publishing PivotTable and PivotChart Reports
When you publish the PivotTable, the labels for the Order Amount and Region fields appear in the HTML file:
You can t delete the Order Amount and Region labels; they re part of the pivot table. You can, however, change the font color for these two cells to white. Save the workbook, and Excel will autorepublish the web page without the labels. That trick won t work with the PivotChart buttons. There s a different and better way to hide the buttons and gain more territory for your chart. Right-click any of the PivotChart field buttons and choose Hide PivotChart Field Buttons from the context menu:
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