SHAREPOINT AND EXCEL: THE PERFECT PARTNERSHIP in Office Excel

Creation Data Matrix ECC200 in Office Excel SHAREPOINT AND EXCEL: THE PERFECT PARTNERSHIP

CHAPTER 1 SHAREPOINT AND EXCEL: THE PERFECT PARTNERSHIP
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Figure 1-2. A WSS site can serve as a department s intranet and collaboration site.
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Common Features of SPS and WSS
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SPS and WSS share a number of common features. This simplifies training and provides consistency for users between the portal and their work in smaller teams and workgroups. In this section, we ll briefly describe the common features before talking about the integration of Excel and SharePoint.
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Organizations that use Microsoft Windows Server Active Directory (AD) to administer user rights on a network can use the same system to manage SharePoint security. AD effectively controls access to SharePoint sites without adding another layer to an already complex system of security. Only individuals and groups that exist in AD can be granted SharePoint permissions. Organizations that use externally hosted SharePoint sites or that don t use AD can add users, based on their e-mail addresses, directly to a SharePoint site. SharePoint site administrators can take permissions a step further within each SharePoint site by designating permissions to document libraries, lists, and other site content (see more about site content in the section Web Parts, Lists, and Libraries later in the chapter). For example, all users within a company might be granted reader permissions to an SPS site. However, only specially designated and trained individuals can add site content or modify the site. Other users might be granted contributor access to a WSS site that was created for a team project they re working on. When a new user is added to a WSS site, the site administrator can set permission levels for the user. Figure 1-3 shows the Add Users page of a WSS site.
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CHAPTER 1 SHAREPOINT AND EXCEL: THE PERFECT PARTNERSHIP
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Figure 1-3. When a site administrator adds a new user, the administrator can choose the level of permission to assign the user.
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By being able to customize permissions easily based on the need to know, organizations can manage security and document compliance effectively with regulatory authorities.
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Web Parts, Lists, and Libraries
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A SharePoint site is nothing more than a web site, but it s a web site with a distinct advantage. Rather than using web site design tools or HTML to lay content out on blank pages, a SharePoint site consists of web part pages, web parts, document libraries, and lists. A web part is a component designed to display specific information, such as an announcements list, a calendar, or a document library. A web part page is a web page that contains preestablished zones where web parts can be positioned. Figure 1-4 shows a newly created web part page and a list of available web parts to add to the page.
CHAPTER 1 SHAREPOINT AND EXCEL: THE PERFECT PARTNERSHIP
Figure 1-4. You can add web parts to a web part page to display information such as announcements, events, and document libraries.
A document library, shown in Figure 1-5, is a folder for holding documents, images, or forms. Each document library can have its own custom permissions separate from the general WSS site. For example, someone might have Contributor permissions that allow them to add and delete content to a WSS site, but still might have only Reader permissions in one of the document libraries. WSS document libraries can hold a variety of document formats, such as Microsoft Office documents, Adobe PDF files, image files, and Microsoft InfoPath forms.
Figure 1-5. A document library is a container for documents, images, or forms. A list, such as the one shown in Figure 1-6, is a folder that holds data organized into customizable columns and rows. A list can also have its own permissions, and can be displayed in a standard list view and in Datasheet view, resembling a spreadsheet.
CHAPTER 1 SHAREPOINT AND EXCEL: THE PERFECT PARTNERSHIP
Figure 1-6. You can group, sort, and filter a SharePoint list to show only the data you want to see in the order in which you want to see it.
Note In addition to libraries and lists, discussions and surveys can be added to SharePoint sites. Although
in their most basic forms these are simply other types of lists, each contains its own special characteristics. Discussions consist of threaded conversations with topics and replies. Surveys can contain a variety of questions, from multiple choice to open-ended text questions. Answers are automatically tabulated and displayed in graphic form on the site.
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