How to use Mobile Entree Excel Addin in SharePoint 2010


Description: In this article I will just explain how to use Mobile Entree Excel Addin (SharePoint BI)  in SharePoint 2010 with sample example.

Install Excel Add: To install the Excel AddIn go to the site, click on Mobile Entree Configuration->Global Config

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Excel Addin: After installation of Mobile Entree AddIn, we will get an option in Excel under "Insert" section named "Mobile View Configuration". This AddIn will help you to set a view when we open Excel in a mobile browser.

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Following are the steps for creating Mobile view in Excel:

Step 1. Create New DashBoard. Give it a name such as "My Dashboard".

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Step 2: Create "New Mobile Cell Range" for displaying the Excel selected column in Tabular format. Drag Cell to select Range.

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It will come automatically on popup window.

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Give some title name like "Content Approval".

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Step 3: Create Chart to see the data in a graphical View. Before using the mobile entree tool, first create Excel chart and then click on "New Mobile Chart". From the popup window, select the chart. Here I have "chart1". Give some title name like "Graphical representation.

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Step 4: Final Chart will look like below.

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After the Mobile View Configuration, upload the Excel file to the sharepoint library so that you can access that library inside the sharepoint site. I uploaded my "approval.xls" as a Shared Document.

Follow the steps below for Configuring Excel in Mobile browser:

Step 1: Create  MDS viewer application

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After saving, the application will be ready and will be available for Application configuration.

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Step 2: Click on Custom MDS View Configuration settings; select the Excel file that we have already uploaded to the document library. Set the view like "My Dashboard".

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Step 3: Save the settings. Now everything is now ready.

Step 4: Open the mobile browser; click "Custom MDS Viewer" under "Application1" section.

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Step 5: The final Output will look like below.

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Very few articles are available in the web on this subject so I hope it will help you. Like this article if you found it helpful.