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How to Create a Smart Table in SharePoint Online 2013

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Categories:SPF 2013; Excel Services; Content Editor Web Part; Site Manager/Power User; MOSS; WSS; Office 365

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Editor's note: Contributor Alexandru Dionisie is an Internet Professional and Technical Writer. Follow him @AlexDionisie

According to Microsoft:

- "Excel Interactive View is a new technology, powered by Excel Services, that generates Excel table and chart views on-the-fly, in the browser, from an HTML table hosted on a web page." -

By using Excel Interactive View (EIV) in SharePoint we can change the way that a table is presented. From a regular table, using EIV we can convert it into a smart table, which can perform different operations:

  • Sorting;
  • Filtering;
  • Add charts;
  • etc.

2013-01-15-ExcelInteractive-01.png

More than that, this technology can be used in WordPress. The Excel Mashup team has created a plugin for WordPress. Here is a page where the EIV plugin is used: EIV.

Of course, you can use the embed code, if you don’t wanna use the plugin.

Resources:

Note: The Romanian version of this article is posted here: Cum creăm tabele inteligente în SharePoint Online 2013?

How do we add EIV into SharePoint?

  • on the Excel Mashup website generate your code

2013-01-15-ExcelInteractive-02.png

  • in SharePoint go into Edit Mode

2013-01-15-ExcelInteractive-03.png

  • from the Insert tab choose to insert a Content Editor web part

2013-01-15-ExcelInteractive-04.png

  • go into Edit mode for the web part and click inside the web part
  • create your table as you wish
  • from the Format Text tab click on Edit Source

2013-01-15-ExcelInteractive-05.png

  • copy the code generated on the Excel Mashup website – code from Step 1

2013-01-15-ExcelInteractive-06.png

  • paste the code above the table tag

2013-01-15-ExcelInteractive-07.png

  • copy the code generated on the Excel Mashup website – code from Step 2

2013-01-15-ExcelInteractive-08.png

  • paste the code above the closing body tag

2013-01-15-ExcelInteractive-09.png

Note: because the SharePoint website uses https, you must change the second code. Change only the source part: from http to https. If you do not change it, every time the page loads, a security pop-up message will be displayed.

2013-01-15-ExcelInteractive-10.png

Now, save the changes.

2013-01-15-ExcelInteractive-11.png

As seen above, the EIV button is displayed above the table.

If you click that button, the magic happens.

2013-01-15-ExcelInteractive-12.png

You can choose to open the workbook using the Excel Web App to see what happens behind the scenes.

2013-01-15-ExcelInteractive-13.png

The workbook contains Slicers, a table and charts. All those elements combined gives us the Excel Interactive View technology.

Note: if you don’t use a web part, the second code will be removed, once you validate the changes.

2013-01-15-ExcelInteractive-14.png

Comments

Phani

Not getting multiple views for my data

Hi, I've tried the same, it was awesome. Bu the I'm getting only 2 views. where as in ur image it is showing more views for the data. Is there any thing missing? is there any way to customize the look and feel of the popup? Please suggest. Thanks

Posted 04-Apr-2013 by Phani
Dalia

attributes

I would like to ask, if it is possibility to add some more additional attributes in Excel Interactive View button command list. I would like to have some kind of a table like this one Indicator Year 2009 2010 2011 2012 Population Male Female Mortality and make filter just for “Year”, I mean, that it would be a possibility to choose year: just 2010 or 2012 or all of its. Now Interactive View button make all columns like filters (Year1, Year2, …) and let me pick particular value of year. I don’t need to choose value in filtered year, I just need to select specific year. Is it possibility to do with this Interactive View Button? At first I found this Button I was surprised and happy, but when trying to do I really need, something went wrong… Maybe it is some other possibility to do like this? I would appreciate for You help!

Posted 30-Sep-2013 by Dalia
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