14 Publishing Data on the Web

Introduction

Microsoft Excel provides you with the tools you need to create and save your workbook as a Web page and to publish it on the Web. The Save As command allows you to format your workbook in Hypertext Markup Language (HTML), a simple coding system used to format documents for an intranet or the Internet. Saving your workbook in HTML format means you can use most Web browsers to view your workbook. Any workbook can easily be saved as a Web document and viewed in a Web browser. By saving your Excel workbooks as Web pages, you can share your data with others via the Internet.

Incorporating hyperlinks within your Microsoft Excel worksheet adds an element of connectivity to your work. You can create a worksheet and then have a hyperlink with supporting research to add to the content of your data. Or, you can copy data from a Web page and incorporate it into your Excel workbook. Either way, using the Web to publish Excel data or incorporate research into your workbook, is a great resource.

Opening a Workbook as a Web Page

After saving a workbook as a Web page, you can open the Web page, an HTML file, in Excel. This allows you to quickly and easily switch from HTML to the standard Excel format and back again without losing any formatting or functionality. For example, if you create a formatted chart in an Excel workbook, save the workbook file as a Web page, and then reopen the Web page in Excel, the chart will look the same as the original chart in Excel. Excel preserves the original formatting and functionality of the workbook.

Open a Workbook as a Web Page in Excel

image Click the File tab, and then click Open.

image Click the Files of type list arrow, and then click All Web Pages.

image Click the Look in list arrow, and then select the folder where the file is located.

image Click the Web workbook file.

image Click Open.

image To open the Web page in your browser, click the Open button arrow, and then click Open in Browser.

Did You Know?

You can change the appearance of Web pages and Help Viewer window. In the Internet Options dialog box for Windows, click Accessibility on the General tab, select the Ignore Colors Specified On Web pages check box, and then click OK. In the Internet Properties dialog box, click Colors to select text and background colors or Fonts to change text style.

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Previewing a Web Page

You can view any Excel worksheet as if it were already on the Web by previewing the Web page. By previewing a file you want to post to the Web, you can see if there are any errors that need to be corrected, formatting that needs to be added, or additions that need to be made. Just as you should always preview a document before you print it, you should preview a Web page before you post it. Previewing the Web page in your browser shows you what the page will look like once it’s posted on the Internet. You do not have to be connected to the Internet to preview a document as a Web page.

View a Web Page

image Open the Web file you want to view as a Web page.

image Click the Web Page Preview button on the Quick Access Toolbar.

image To add the button to the toolbar, click the Customize Quick Access Toolbar list arrow on the Quick Access Toolbar, click More Commands, add the Web Page Preview button, and then click OK.

Your default Web browser starts and displays the Web page.

image Click the Close button to quit your Web browser.

Did You Know?

Web addresses and URLs mean the same thing. Every Web page has a Uniform Resource Locator (URL), or Web address. Each URL contains specific parts that identify where a Web page is located. For example, the URL for Perspection’s Web page is: http://www.perspection.com/index.htm where “http://” shows the address is on the Web, “www.perspection.com” shows the computer that stores the Web site, and “index.htm” is a Web page on the Web site.

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Creating a Hyperlink

With instant access to the Internet, your worksheet can contain links to specific sites so you and anyone else using your worksheet can access Web information. An Internet link that is embedded on a worksheet is called a hyperlink—because when it is clicked, you are instantly connected to the link’s defined address on the Web. If your worksheet contains a hyperlink, the link appears in a worksheet cell as blue text. When you point to hyperlinked text or an object, the cursor changes to a pointing hand to indicate it’s a hyperlink. To connect to the linked location, such as a Web site, just click the hyperlink.

Create or Edit a Hyperlink

image Select a cell or object, such as a picture, where you want to create or edit a hyperlink.

image Click the Insert tab.

image Click the Hyperlink button.

TIMESAVER Press Ctrl+K.

image Click one of the icons on the Link To bar for quick access to frequently used files, Web pages, and links.

image Existing File or Web Page. Click to link to a workbook or other file.

image Place in This Document. Click to link to another location in the current workbook. Select or type a cell reference, or select a defined name.

image Create New Document. Click to link to a new document.

image E-mail Address. Click to create a link to an e-mail address. When you click the e-mail address, your e-mail program automatically opens with the address.

image Type or select the name and location of the file or Web page you want to link to.

image Click OK.

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Jump to a Hyperlink

image Click the hyperlink on your worksheet.

Excel opens the linked location. For Web addresses, Excel opens your Web browser, displaying the Web page associated with the hyperlink.

Did You Know?

You can create a custom ScreenTip for a hyperlink. Select the hyperlink you want to customize, click the Insert tab, click the Hyperlink button, click ScreenTip, type the ScreenTip text you want, and then click OK twice.

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Remove a Hyperlink

image Right-click the cell containing the hyperlink you want to remove.

image Do one of the following:

image Clear Contents to delete a hyperlink and the text.

image Remove Hyperlink to remove the hyperlink and keep the text.

Did You Know?

You can select a hyperlink without activating the link. To select a hyperlink without activating the link. Click the cell that contains the hyperlink, hold down the mouse button until the pointer becomes a cross, and then release the mouse. If the hyperlink is a graphic, hold down Ctrl, and then click the graphic.

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Formatting a Hyperlink

Excel comes with a set of predefined cell styles for various data types, including hyperlinks, in a worksheet. When you create a hyperlink, the default cell style is used to format the text. If you want to change the appearance of hyperlinks in your workbook, you need to change the cell style for hyperlinks.

Change the Hyperlink Cell Style

image Click the Home tab.

image Click the Cell Styles button.

image Right-click the Hyperlink or Followed Hyperlink, and then click Modify.

image Click Format.

image Select the formatting options you want on the Font and Fill tabs, and then click OK.

image Select the check boxes with the formatting you want to include in the modified cell style.

image Click OK.

Did You Know?

You can change the text or graphic for a hyperlink. Select the cell with the hyperlink, click in the formula bar, and then edit the text. Right-click the graphic, and then click the option you need to change in the hyperlink.

You can copy or move a hyperlink. Right-click the hyperlink you want to copy or move, click Copy or Cut. Right-click the cell you want to copy or move the hyperlink to, and then click Paste.

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Changing Web Page Options

When you save or publish a workbook as a Web page, you can change the appearance of the Web page by changing Excel’s Web options. You can set Web options to save any additional hidden data necessary to maintain formulas, allow PNG as a graphic format, rely on CSS for font formatting, reply on VML for displaying graphics in browser, and save new Web pages as Single File Web Pages. Web pages are saved using the appropriate international text encoding so users on any language system are able to view the correct characters.

Change Web Page Options

image Click the File tab, and then click Options.

image In the left pane, click Advanced.

image Click Web Options.

image Click the General tab, and then select or clear the Web pages options:

image Save any additional hidden data necessary to maintain formulas.

image Load pictures from Web pages not created in Excel.

image Click the Browsers tab.

image Click the Target Browsers list arrow, and then select the version you want to support.

image Select or clear the Web page options:

image Allow PNG as a graphic format.

image Rely on CSS for font formatting. Cascading Style Sheets for Web page formatting.

image Reply on VML for displaying graphics in browsers. VML is Vector Markup Language, XML based graphics.

image Save new Web pages as Single File Web Pages.

image Click OK.

image Click OK.

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Saving a Worksheet as a Web Page

You can place an existing Excel worksheet on the Internet for others to use. In order for any document to be placed on the Web, it must be in HTML (Hypertext Markup Language) format—a simple coding system that specifies the formats a Web browser uses to display the document. This format enables you to post, or submit Excel data on a Web site for others. You don’t need any HTML knowledge to save an Excel worksheet as a Web page. When you save a worksheet as a Web page, you can save it using the Web Page or Single File Web Page format. The Web Page format saves the worksheet as an HTML file and a folder that stores supporting files, such as a file for each graphic, worksheet, and so on. Excel selects the appropriate graphic format for you based on the image’s content. A single file Web page saves all the elements of a Web site, including text and graphics, into a single file in the MHTML format, which is supported by Internet Explorer 4.0.1 or later.

Save a Workbook or Worksheet as a Web Page

image Click the File tab, and then click Save As.

image Click the Save as type list arrow, and then click Web Page.

image Click the Save in list arrow, and then select a location for your Web page.

image Type the name for the Web page.

image Click the Entire Workbook or Selection: Sheet option.

image To change the title of your Web page, click Change Title, type the new title in the Set Page Title box, and then click OK.

image To save a thumbnail preview of the Web page, select the Save Thumbnail check box.

image Click Save.

image If necessary, click Yes to keep workbook formatting.

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Save a Workbook or Worksheet as a Single File Web Page

image Click the File tab, and then click Save As.

image Click the Save as type list arrow, and then click Single File Web Page.

image Click the Save in list arrow, and then select a location for your Web page.

image Type the name for the Web page.

image Click the Entire Workbook or Selection: Sheet option.

image To change the title of your Web page, click Change Title, type the new title in the Set Page Title box, and then click OK.

image To save a thumbnail preview of the Web page, select the Save Thumbnail check box.

image Click Save.

image If necessary, click Yes to keep workbook formatting.

The Web page is saved as a single file.

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Publishing a Web Page

At times, you’ll want to publish a copy of your current workbook in HTML format directly to a Web server (a computer on the Internet or intranet that stores Web pages) so others can view and manipulate your data. Publishing to a Web server is as simple as saving a file. You can publish a complete workbook, a single worksheet, or a range of worksheets. A worksheet saved as a Web page retains all its spreadsheet, charting, or PivotTable functionality and formatting properties. This interactivity means that while your worksheet is on the Web, others can manipulate your data. You can elect to let anyone using Internet Explorer 4.01 or later interact with your data from Excel.

Save and Publish a Worksheet as an Interactive Web Page

image To publish part of a worksheet, select the range you want saved as a Web page.

image Click the File tab, and then click Save As.

image Click the Save as type list arrow, and then click Web Page.

image Click the Save in list arrow, and then select a location for your Web page.

image Click the Selection: Sheet or Entire Worksheet option.

image Type the name for the Web page or Web address.

image To change the title of your Web page, click Change Title, type the new title in the Set Page Title box, and then click OK.

image Click Publish.

image Click the Choose list arrow, and then select the items you want to publish in the Web page.

image Select or clear the AutoPublish everytime this workbook is saved check box.

image Select or clear the Open published web page in browser check box.

image Click Publish.

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Copying a Web Table to a Worksheet

You can copy tabular information on a Web page and paste or drag the information into an Excel worksheet. It’s an easy way to transfer and manipulate Web-based table data using Excel. Excel simplifies access to table data by making it available to anyone with a browser. If you need to make changes to the table, you can use normal editing techniques in Excel.

Copy a Web Table to a Worksheet

image Open your Web browser.

image In the Address bar, type the location of the Web page with the table data you want to copy, and then press Enter.

image Select the table data in the Web page you want to copy.

image Open the Excel worksheet where you want to paste the table data.

image Right-click the taskbar, and then click Show Windows Side by Side (7 or Vista) or Tile Windows Vertically (XP).

image Drag the table data from the Web browser window to the location on the worksheet where you want the table data, and then release the mouse button.

Did You Know?

You can use copy and paste to transfer table data to Excel. In your browser, select the table data you want, copy the data, switch to Excel, click the cell where you want to place the table data, and then click the Paste button on the Home tab.

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Creating Refreshable Web Queries

If you need to analyze Web data in a worksheet, you can use the copy and paste commands to bring the data from a Web page into the worksheet. The Paste Options button allows you to specify whether you want the information to keep the data as it is right now or make it refreshable to the current data on the Web. As the data changes on the Web, you can use the Refresh button to quickly update the data in your worksheet. You don’t need to copy the information again.

Copy and Paste Refreshable Data from the Web

image Open the Web page with the information you want to copy into a worksheet, and then select the data.

image Copy the data.

image Switch to Excel, and then click the active cell where you want the data.

image Click the Paste button on the Home tab.

image Click the Paste Options button, and then click Create Refreshable Web Query.

image Click the arrow buttons to select the information you want.

image Click Import.

Did You Know?

You can quickly refresh a Web query. Click a cell in the worksheet with the query data, click the Data tab, and then click the Refresh button. A spinning refresh icon appears in the status bar to indicate that the query is running. You can double-click the icon to check the status of the query.

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Getting Data from Web Queries

You can import data into Excel through database and Web queries and analyze data with formulas and formatting. You can insert columns within query tables and apply formulas and formatting. When data is refreshed, the formatting and analysis are retained. Excel helps you through the process of bringing data from a Web page to your worksheet. You can create a new Web query as you choose the URL and parameters for how you want to import the Web data. Once you save the query, you can run it again at any time.

Get Data from a New Web Query

image Click the Data tab.

image Click the From Web button.

image Type the address for the Web page that contains the data you want.

image Click the arrow buttons to select the information you want.

image Click Options to select the formatting you want your data to keep.

image Click Import.

image Click the Existing worksheet option and specify a starting cell, or click the New worksheet option.

image Click OK.

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Saving Web Queries

When you create a Web query, it is automatically saved for use in the current workbook. If you need the same query in another workbook, you can save the Web query in a separate file. When you save a query, the file uses the .iqy extension, which you can import into another workbook. After you save a Web query, you can use the Existing Connections button to import the query data into a worksheet.

Save a Web Query

image Click the Data tab.

image Click the From Web button.

image Display the Web page that contains the data you want.

image Click the Save Query button.

image Select the drive and folder in which you want to save the query.

image Type a name for the query.

image Click Save.

image Click Cancel.

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Import a Query

image Click the Data tab.

image Click the Existing Connections button.

image Click the Web query you want to import.

image Click Open.

image Click the Existing worksheet option and specify a cell location, or click the New worksheet option, and then click OK to insert the query data.

image To refresh the query data, click the Refresh All button arrow, and then click Refresh.

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Accessing Office Information on the Web

New information about programs comes out with great frequency. You have access to an abundance of information about Excel and other programs in the Office Suite from Microsoft. This information is constantly being updated. Answers to frequently asked questions, user forums, and update offers are some of the types of information you can find about Microsoft Office. You can also find out about conferences, books, and other products that help you learn just how much you can do with your Microsoft Office software.

Find Online Office Information

image Click the File tab, and then click Help.

image Click any of the following options to display online information:

image Getting Started. Accesses information to help you get started with the product.

image Contact Us. Accesses the Microsoft Support web site, where you can get assistance.

image Check for Updates. Accesses Windows Update to check for the latest Office updates.

Your Web browser opens, displaying a Microsoft Office Online Web page.

image Click a hyperlink of interest.

image Click the Close button to quit the browser and return to Excel.

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Getting Documents from the Web

File Transfer Protocol (FTP) is an inexpensive and efficient way to transfer files between your computer and others on the Internet. You can download or receive, from another computer, any kind of file, including text, graphics, sound, and video files. To download a file, you need an ID and password to identify who you are. Anonymous FTP sites are open to anyone; they usually use anonymous as an ID and your e-mail address as a password. You can also save the FTP site address to revisit the site later.

Add FTP Locations

image Click the File tab, and then click Open.

image Click Computer in the left pane.

image Right-click a blank area, and then click Add a network location.

image Follow the Add Network Location wizard to create a link to an FTP site or other network, and then click Finish to complete it.

image To complete the process, you need the complete address for an FTP site, and a username and password.

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Access an FTP Site

image Click the File tab, and then click Open.

image Click Computer in the left pane.

image Double-click the FTP site to which you want to log in.

image Enter a password (your E-mail address or personal password), and then select a log on option.

image Click Log On.

image Select a folder location, and then select a file.

image Click Open.

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