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Create a new document : Word or Excel ? (PWA 2010) RRS feed

  • Question

  • Hello,

    In the white paper "Creating Dashboards for Microsoft Project Server 2010.pdf" page 17 we can read:

    In PWA, select Business Intelligence Center

    Documents Document Library that will contain your Excel Services report (Corporate Reports in our example)New Document Create a new document.

    But when we do that, the new document is a Word one, not an Excel workbook. How can we create a new Excel

    Wednesday, July 13, 2011 7:50 PM

Answers

All replies

  • Turn ON and Configure Word Services from within SharePoint Central
    Michael Wharton, MBA, PMP, MCT, MCSD, MCSE+I, MCDBA
    www.WhartonComputer.com
    Wednesday, July 13, 2011 8:50 PM
    Moderator
  • I believe that you can also do that be enabling Content Types in the library
    then adding a content type attached to an XLS document.
     
     

    Andrew Lavinsky [MVP] Blog: http://azlav.umtblog.com Twitter: @alavinsky
    Wednesday, July 13, 2011 9:52 PM
    Moderator
  • I would imagine in that example they have registered another content type for the library this time with a blank Excel file as the template.

    If you don't want to register a new content type, you should be fine to just upload a blank Excel file into the library and open it then follow the remaining steps.

    Hope this helps,

     


    Alex Burton
    www.epmsource.com | Twitter
    Project Server TechCenter | Project Developer Center | Project Server Help | Project Product Page
    • Marked as answer by WLID1966 Thursday, July 14, 2011 7:56 AM
    Wednesday, July 13, 2011 10:12 PM
    Moderator
  • Thanks Andrew,

    To set me on the track, could you remember me how to add a new Content Type  attached to an XLS document?

    Thanks again

     

    Thursday, July 14, 2011 7:56 AM
  • This looked like it gives the right instructions:
     
     
     

    Andrew Lavinsky [MVP] Blog: http://azlav.umtblog.com Twitter: @alavinsky
    • Marked as answer by WLID1966 Thursday, July 14, 2011 1:01 PM
    Thursday, July 14, 2011 12:56 PM
    Moderator
  • I'm creating a new Content Type in my customized folder in order to get an Excel workbook instead of a Word document, when I "Create a new document".

    Could you tell me what I have to choose from in the following options :

    Parent content type :

    ·           Select parent content type from …

    ·           Parent content type ...

    ·           Existing group ...

    Thanks

    Friday, July 15, 2011 9:36 AM
  • It doesn't really matter. They just impact what fields are available. I would select Document as a parent if it's an option. If not, just go with item. The groups just help you organize your content types in one place. Call it "Project Server Content Types" if you want.
    Andrew Lavinsky [MVP] Blog: http://azlav.umtblog.com Twitter: @alavinsky
    • Marked as answer by WLID1966 Friday, July 15, 2011 1:37 PM
    Friday, July 15, 2011 1:06 PM
    Moderator