Microsoft® Office Programs and SharePoint® Products and Technologies Integration – Fair, Good, Better, Best

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Excel Services

Excel Services delivers a broad set of capabilities that enable more secure, centralized access to spreadsheet data. Excel services enables spreadsheets to be viewed using a browser, as well as providing access to spreadsheets via web services. Excel Services provides the core services that enable parts of Excel spreadsheets to be used as components of dashboards on SharePoint sites.

Excel Services
2003 Client Experience	2007 Client Experience
No direct integration between the Excel client and the Office SharePoint server. The .XLS files can be saved as .XLSX files and then uploaded to the support site where they can be viewed in a browser, but control over what can be viewed and the establishment of parameters for browser-based input requires the Excel 2007 client. Issue: Limited access to the full range of capabilities offered will reduce usage of this feature.	Integrated Excel workbook publishing experience encourages full utilization of the Excel services to publish spreadsheets in a controlled and manageable fashion. Benefit: Publishing is as easy as saving a spreadsheet to your hard disk and a full range of control is available from within the client to control display and access to the spreadsheet.
Excel Services requires spreadsheets to be in Office Open XML formats (.XLSX). Users must save the spreadsheet they have created in the .XLSX format before uploading it to the Excel Services site. This process must be done “manually” and is somewhat cumbersome. Excel 2003 does not support the ability to control which portions or components of the spreadsheet will display. For example if a workbook has multiple spreadsheets, one of which might have confidential information, there is no way to prevent it from displaying on SharePoint site. (You need the Excel 2007 client to control component visibility when publishing the workbook) Likewise, the Excel 2003 client does not enable specification of input (or parameter) cells.	Excel 2007 provides a streamlined full-featured experience with Excel Services. The publishing process is integrated into the Excel 2007 client. Two key capabilities are enabled in the Excel 2007 client that are not supported by the Excel 2003 client. First the ability to specify which components of the workbook will be visible when published to the Excel Services site. Second, the ability to configure input cells in the workbook. This capability provides users with the ability to publish spreadsheets that perform calculations and return results based on user input.
Create Spreadsheet in Excel 2003 Save as .xlsx file (after installing file format compatibility kit)	Create spreadsheet in Excel 2007 Publish to Report Library
Open Report Library in Browser Upload .xlsx file Spreadsheet will display in Browser No control of component visibility No ability to configure input cells	Specify component visibility Configure input cells Work with Spreadsheet in Browser

Electronic Forms

InfoPath Forms Services enables forms to be published to the server (requires InfoPath 2007), browser-based completion of forms, and forms to be sent via and completed within an e-mail message (requires Outlook 2007).

Electronic Forms
2003 Client Experience	2007 Client Experience
InfoPath client required to fill out forms. Issue: Requirement to use InfoPath client to fill out forms introduces barriers to usage and adoption limiting the value of InfoPath to the customer.	Integration between InfoPath 2007 and Office SharePoint Server 2007 greatly increases the utilization of electronic forms in a number of ways. InfoPath 2007 and InfoPath Forms Services enable browser rendering of forms, browser-based form fill-in and e-mail distribution and completion of forms. Benefit: More effective streamlined data collection using electronic forms.
Once a form has been published to a SharePoint Server 2007 forms library a link to the library can be sent to individuals. The challenge for these individuals is that they must learn the process of filling out a form in a forms library. To do this they must click on the “new” button on the SharePoint site. This launches InfoPath 2003 in which the form can be completed. Saving the form populates the fields in the list on the SharePoint site. This unfamiliar process can be daunting for users and decrease the likelihood that the process will be used consistently. With InfoPath 2003 forms cannot be published to the Office SharePoint 2007 server for e-mail or browser based completion.	With InfoPath 2007 and SharePoint Server 2007 the publishing process is streamlined with a wizard. Once the form is published it can be emailed to others who can fill out the form within the Outlook 2007 client. In addition, a link to the form can be sent to people. Clicking on the link launches the form in a browser in which the form can be filled out. Submitting the form by clicking on “Submit” button in either the browser or the e-mail message saves the form to the SharePoint server and populates appropriate fields in the SharePoint list. The key benefit is that the InfoPath client is not required to complete the forms and user can stay within the applications they are most comfortable with.
Create Form in InfoPath 2003 Publish to Forms Server E-mail Request to complete	Create form in InfoPath 2007 Publish for e-mail and browser Send e-mail invitations to complete form
Open new form in library Complete form in InfoPath 2003 No browser form completion No e-mail form completion	Complete Form in browser Complete Form in e-mail

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