Excel Services Configuration Window

Excel Services URL

Definition:

Specifies the URL of the SharePoint Excel Services.

Allowed Values:

• A valid SharePoint Excel Services URL.
• A custom attribute.
• XML metadata

  To add XML metadata, use the Ellipses button.

Default Value:

None

Custom Attributes:

Yes

Example:

• URL - http://ind-01:8888/_vti_bin/ExcelService.asmx
• A custom attribute - $\{SharePointURL\}$\{ExcelService\}

Run-time Template

Definition:

Specifies the name of an Excel template file to be used at runtime. The Excel file can be either .xlsx or .xltx.

Allowed Values:

• A valid Excel template file name with the full path.

• A custom attributes. For example, $\{SharePointURL\}$\{RuntimeTemplateLibrary\}$\{ExcelFilename\}
• XML metadata

  To add XML metadata, use the Ellipses button.

Note the following:

• The Run-time Template file and the Design-time Template file must have the same named fields. This indicates that both the files must have same content.

• This Excel template file must be located either in a SharePoint document library or in a shared folder. Either way, the file must be added to the Trusted file locations of the Excel Services which is configured in SharePoint Central Administration - Shared Services.

Default Value:

None

Custom Attributes:

Yes

Example:

http://ind-01:8888/ExcelServicesDemo/ExcelServices.xlsx

Design-time Template

Definition:

Specifies the name of an Excel template file that is used at design time.

Once you enter the Excel template file name in the Design-time Template box, the Named Fields box is populated with all the named fields from the Excel sheet.

The design-time template document is used only to access the named fields of an Excel sheet. This document is not used at runtime.

Allowed Values:

A valid Excel template file name with the full path.

Note the following:

• The Run-time Template file and the Design-time Template file must have the same named fields. This indicates that both the files must have same content.

• Also, while designing in Envision, the file must be accessible to the process designer from their computer using the Browse button.

Default Value:

None

Custom Attributes:

No

Example:

C:\Excel\ExcelSheet\ExcelServices.xlsx

Save To

Definition:

Specifies the location where you want to save the resulting Excel document.

Allowed Values:

• A valid URI.

  The URI can be the URL for a SharePoint document library, or a directory path.

• A custom attributes. For example, $\{SharePointURL\}$\{ExcelDocLibrary\}$\{ExcelFilename\}.
• XML metadata

  To add XML metadata, use the Ellipses button.

Default Value:

None

Custom Attributes:

Yes

Example:

http://ind-01:8888/ExcelServicesDemo/${/my:myFields/my:SaveWrite}.xlsx

Overwrite if exists

Definition:

Overwrites an existing file specified using the Save To field.

Allowed Values:

• Deselected - The AgileShape doesn't overwrite the existing file.
• Selected - The AgileShape overwrites the file if it already exists.

Default Value:

Deselected

Named Fields Box

Definition:

Specifies the named fields populated from the Excel sheet once you specify the Design-time Template file.

This field is used for the mapping purpose. You must map the Excel named fields to the process values to:

• Write to an Excel document.
• Read from an Excel document.

A named field in Microsoft Excel is the name of a cell or range that is used instead of the cell's reference name. For example, empName, a named field, is easier to use instead of its cell's reference name, C21.

Allowed Values:

A named field selected from the list.

Default Value:

None

Custom Attributes:

No

Refresh

Function:

Reloads the named fields from the Excel sheet to the Named Fields box.

Note: You must click the Refresh button if the file specified in the Design-time Template changes.

Left Arrow

Function:

Populates the selected named field from the Named Fields Box box to the ExcelField column.

You can add only one named field at a time.

Right Arrow

Function:

Deletes the selected row.

Write

Opens the Following Window:

Excel Services Configuration Window - Write Tab

Purpose of this Window:

Sets up an operation to create an Excel file.

Read

Opens the Following Window:

Excel Services Configuration Window - Read Tab

Purpose of this Window:

Specifies an operation to read and store data from an Excel file.