Like other Web Parts that enable connections, you can use Filter Web Parts to pass values to the Excel Web Access Web Part, and then change the display of the workbook based on the value. For example, you can select from a list of of top-selling products in a Filter Web Part, and then simultaneously display the current inventory level as a Microsoft Office Excel Table in one Excel Web Access Web Part, a bar chart of sales revenue over the past five years in a second Excel Web Access Web Part, and a PivotTable report of sales data over the past five years in a PivotTable report in a third Excel Web Access Web Part.
What do you want to do?
Learn more about the Filter Web Parts
Connect Filter Web Parts to an Excel Web Access Web Part
Learn more about Filter Web Parts
The Filter Web Parts are very powerful and flexible, and enable you to do the following:
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Filter by a fixed value, by entering text, numbers, or dates, or by selecting from a list of values.
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Derive the values to filter by from manual data entry, or from an external data source, such as a SharePoint list, the Business Data Catalog, SQL Server Analysis Services, or another Web Part on the same page.
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Filter a scorecard based on SQL Server Analysis Services Key Performance Indicators (KPI).
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Filter based on a value in the SharePoint profile properties for the current user, such as the current user's login name or to whom the user reports.
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Display brief information about the current Filter Web Part connections on the Web Part in Edit mode.
For more information, see Filter Web Parts.
Top of PageConnect a Filter Web Part to an Excel Web Access Web Part
There are many ways to create a Web Part Page that contain Filter and Excel Web Access Web Parts. The following procedure uses the Choice Filter Web Part to connect to the Excel Web Access Web Part, and passes a parameter value to dynamically change the display of the workbook.
- Add the Choice Filter Web Part and the Excel Web Access Web Part to a Web Part Page. For more information, Add or remove a Web Part.
- To modify the Web Part Page, point to Site Actions
, click the arrow next to it, and then click Edit Page.
The Web Part Page is displayed in Edit mode.
- On the opening screen of the Choice Filter Web Part, click the link, Open the tool pane.
The Choice Filter Web Part enters Edit Mode and the Web Part Tool Pane is displayed.
- Do the following:
- Enter a name to identify the Web Part in the Filter Name box.
- Enter the list of values you want a user to be able to select in the scrolling list box and an optional description. For example, if you have a workbook that calculates a mortgage payment, and the cell that contains the length of the loan in years is defined as a parameter, you could enter 10, 15, 20, 25, and 30 as the list of values.
- Optionally enter a default value in the Default Value box under the Advanced Filter Options section.
- To save the changes, click OK at the bottom of the Web Part Tool Pane.
- On the opening screen of Excel Web Access, click the link, Click here to open the tool pane.
The Excel Web Access Web Part enters Edit Mode and the Web Part Tool Pane is displayed.
- Enter the URL or UNC of the workbook containing the Mortgage calculation and a parameter defined for the length of the loan in the Workbook text box.
To easily locate a workbook, click Select a Link
and use the Select a Link dialog box.
- From the Excel Web Access Web Part, click the Web Part menu
, point to Connections, point to Get Filtered Value From, and then click the name of the Choice Filter Web Part. - In the Configure Connection dialog box, select the parameter from the Filter Parameter
list box, and then click Finish.
- To exit Web Part Page Edit Mode and view the page, at the top of the Web Part Page, under the Site Actions
drop-down menu, click Exit Edit Mode. - To dynamically change the workbook results in the Excel Web Access Web Part, in the Choice Filter Web Part, click the Filter button
, click a value, and then click OK.
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