SharePoint Reports with Microsoft Office Excel 2003

Microsoft Office Excel 2003 has the ability to synchronize with EPM Live SharePoint workspaces. By leveraging Microsoft Office Excel 2003 as an information tool has the ability to create multiple reports of different dynamics.

1.  Open Microsoft Office Excel 2003
2.  From your SharePoint site navigate to the list that you want to create your report from.  (Images indicate Project Center list.)
3.  Choose the view with the data that you want to report on.

4.  Click the “Actions” button and choose the “Export to Spreadsheet” option.

5.  Click “Open”

6.  Click “Enable” when the security notice window pops up.
7.  Choose the type of chart/table or both that you would like to create and click “OK”.

8.  Chose the data that you want to report on by checking the box next to it.

9.  You can now close the PivotChart Filter Pane and the Pivot Table Field List unless you want to set up a filter.
10. Right click on the chart itself if you want to change the chart type.

 

11.  Choose your chart type and click “OK”