1. Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Office Integration Outlook –SharePoint lists in outlook –Documents in outlook InfoPath –Publishing a form to SharePoint Excel Services –Sharing workbooks through the browser –Building business Intelligence dashboards

2. Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Demo: Outlook 1.Use “Connect to Outlook” functionality for tasks, events, contacts, and documents.

3. Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. InfoPath and InfoPath Form Services InfoPath is an application that allows authors to design and publish forms that other users can fill out. InfoPath Form Services is a Microsoft Office SharePoint server feature that converts InfoPath forms into web based forms and allows users to fill them out. SharePoint Form Library is a document library template that stores and manages InfoPath forms.

4. Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Demo: InfoPath Form Publishing 1.Open InfoPath and customize a sample form 2.In Design Checker, change compatibility settings so that the form can open in a browser or InfoPath 3.Publish to a SharePoint form library 4.Fill out the form within SharePoint form library

5. Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Demo: Excel Export 1.Export several different lists into Excel.

6. Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Excel Services and Dashboards Excel Services allow authors to share workbooks through the browser and to control what part of the workbook is visible to the users and as well as what parameters users can modify. Business intelligence dashboard is a web part page that typically contains excel web access and filter web parts and allows users to see data in different ways. Data Connection library is a document library template that stores and manages Office Data Connection files to external data sources if Excel workbook needs them.

7. Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Excel Services – Dashboard Example

8. Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Demo: Excel Services 1.Make a simple excel worksheet web based a.Certain sheets should be made private b.The worksheet will accept parameters 2.Note: The above step requires Excel services to be enabled by System Administrator and the document library has to be specified as a trusted location in Excel Services

9. Copyright © 2006 Pilothouse Consulting Inc. All rights reserved. Demo: Dashboards and Data Connection Libraries Demo: Dashboards and Data Connection Library 1.Create a data connection in Excel and export to data connection library in SharePoint 2.Create an excel pivot table and chart that uses the data connection from data connection library and publish to SharePoint using Excel Services 3.Create a dashboard page and configure Excel Services Web Access web part to display the published excel file 4.Configure Filter web parts to change what’s displayed